Marlin Manual

MARLIN Pro / Pro IS

Supports Version CMDM 5000 and CMDM 5000-IS P/N 31840900-EN Revision A

User Manual Copyright  2001 by SKF Condition Monitoring, Inc. All rights reserved. 4141 Ruffin Road, San Diego, CA 92123-1841 USA Telephone: (858) 496-3400, Fax: (858) 496-3531 Customer Service: 1-800-523-7514

SKF Condition Monitoring Area Centers North and South America 4141 Ruffin Road San Diego, CA 92123 USA Telephone (858) 496-3400 FAX (858) 496-3531 Europe, Africa, Middle East Postbox 2091 5300 CB Zaltbommel The Netherlands Telephone (+31-418)-681818 FAX (+31-418)-681800 Asia, Pacific Kawasan Perindustrian Nilai P.O. Box 26 71807 Nilai Negeri Sembilan Darul Khusus Malaysia Telephone (+60-6) 799-2713 FAX (+60-6) 799-2407 Visit us at our web site www.skfcm.com 120501jd

License Agreement Refund. If you do not agree to these licensing terms, SKF Condition Monitoring and Microsoft are unwilling to license the Win CE Software to you. In such event, you may not use or copy the Licensed Product, and you should promptly contact SKF Condition Monitoring for instructions on return of the unused product(s) for a refund. No Warranties. EXCEPT AS EXPRESSLY PROVIDED IN THE LIMITED WARRANTY SECTION ABOVE, THE SOFTWARE IS PROVIDED TO YOU "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED. INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF NONINFRINGEMENT, MERCHANTABILITY, AND/OR FITNESS FOR A PARTICULAR PURPOSE. THE ENTIRE RISK OF THE QUALITY AND PERFORMANCE OF THE SOFTWARE IS WITH YOU. No Liability for Consequential Damages. SKF CONDITION MONITORING AND/OR COMPANY'S SUPPLIERS

SHALL NOT BE HELD TO ANY LIABILITY FOR ANY DAMAGES SUFFERED OR INCURRED BY YOU (INCLUDING, BUT NOT LIMITED TO, GENERAL, SPECIAL, CONSEQUENTIAL OR INCIDENTAL DAMAGES INCLUDING DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION AND THE LIKE). ARISING FROM OR IN CONNECTION WITH THE DELIVERY, USE OR PERFORMANCE OF THE SOFTWARE. Customer Remedies. SKF Condition Monitoring and Company's suppliers' entire liability and your exclusive remedy shall be, at SKF Condition Monitoring option, either (a) return of the price paid, or (b) repair or replacement of the WinCE software that does not meet the Limited Warranty and which is returned to SKF Condition Monitoring with a copy of your receipt. This Limited Warranty is void if failure of the WinCE software has resulted from accident, abuse, or misapplication. Any replacement WinCE software will be warranted for the remainder of the original warranty period or

thirty (30) days, whichever is longer. Limitations or Reverse Engineering, Recompilation and Disassembly. You may not reverse engineer, decompile, or disassemble the WinCE software, except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation. Separation of Components. The WinCE software is licensed as a single product. Its component parts may not be separated for use on more than one MARLIN Pro / ProIS. The WinCE software is licensed with the MARLIN Pro / Pro-IS as a single integrated product. The WinCE software may only be used with the MARLIN Pro / Pro-IS as set forth in these licensing terms. Rental. You may not rent, lease or lend the WinCE software. WinCE Transfer. You may permanently transfer all of your rights set forth in these licensing terms only as part of a permanent sale of transfer of the MARLIN Pro / Pro-IS, provided you retain no copies, you transfer all of the WinCE software (including all component parts, the media and printed materials, any upgrades, these licensing terms and, if applicable, the Certificate(s) of Authenticity). and the recipient agrees to these licensing terms. If

the WinCE software is an upgrade, any transfer must also include all prior versions of the WinCE software. Back-up Copy. If SKF Condition Monitoring has not included a back-up copy of the WinCE software with the MARLIN Pro / Pro-IS, you may make a single back-up copy of the WinCE Software. You may use the back-up copy solely for archival purposes. Except as expressly provided in these licensing terms, you may not otherwise make copies of the WinCE software. NOT FAULT TOLERANT. THE SOFTWARE MAY CONTAIN TECHNOLOGY THAT IS NOT FAULT TOLERANT AND IS NOT DESIGNED, MANUFACTURED, OR INTENDED FOR USE IN ENVIRONMENTS OR APPLICATIONS IN WHICH THE FAILURE OF LICENSED SOFTWARE COULD LEAD DIRECTLY TO DEATH, PERSONAL INJURY, OR SEVERE PHYSICAL OR ENVIRONMENTAL DAMAGE OR FINANCIAL LOSS. Termination. Without prejudice to any other rights, SKF Condition Monitoring may terminate this license if you fail to comply with the licensing terms. In such event, you must destroy all copies of the

WinCE software and all of its component parts. EXPORT RESTRICTIONS. Export of the WinCE software from the United States is regulated by the Export Administration Regulations (EAR, 25 CFR 730744) of the U.S. Commerce Department, Bureau of Export Administration (BXA). You agree to comply with the EAR in the export or re-export of the WinCE software: (i) to any country to which the U.S. has embargoed or restricted the export of goods or services, which as of May 1999 include, but are not necessary limited to Cuba, Iran, Iraq, North Korea, Sudan, Syria, and the Federal Republic of Yugoslavia (including Serbia, but not Montenegro), or to any national of any such country, wherever located, who intends to transmit or transport the WinCE software back to such country; (ii) to any person or entity who you know or have reason to know will utilize the WinCE software or portion thereof in the design, development or production of nuclear, chemical or biological weapons; or (iii) to any person or entity who has been prohibited from participating in U.S. export

transactions by any federal agency of the U.S. government. You warrant and represent that neither the BXA nor any other U.S. federal agency has suspended, revoked or denied your export privileges. For additional information see http://www.microsoft.com/exportin g/.

Note on Java Support. The WinCE software may contain support for programs written in Java. Java technology is not fault tolerant and is not designed, manufactured, or intended for use or resale as online equipment in hazardous environments requiring fail-safe performance, such as in the operation of nuclear facilities, aircraft navigation or communication systems, air traffic control, direct life support machines, or weapons systems, in which the failure of Java technology could lead directly to death, personal injury, or severe physical or environmental damage. Sun Microsystems, Inc. has contractually obligated Microsoft Corporation to make this disclaimer.

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Table of Contents License Agreement Introduction Overview....................................................................1 MARLIN Pro Intrinsically Safe (IS) Information ......3 MARLIN Pro System Configurations........................4 MARLIN Pro Applications........................................6 Parts of the MARLIN Pro ..........................................8 Hardware Functionality............................................12 Other MARLIN Pro Components ............................21 Precautions...............................................................22

Getting Ready to Use the MARLIN Pro Before You Use the MARLIN Pro ..........................25 Power Management Modes......................................26 How to Exit the MARLIN Pro Program ..................29 How to Adjust the Hand Strap / Harness .................31 How to Use the Pen .................................................31 Using the Communications Port ..............................32 Battery Operations ...................................................33 Cleaning the MARLIN Pro ......................................36 Storing the MARLIN Pro.........................................37

How to Navigate MARLIN Pro Displays Overview..................................................................38 MARLIN Pro Input Methods...................................38 How To Select Options in MARLIN Pro Displays .........................................42 How to log on to the MARLIN Pro .........................49 The MARLIN Pro’s Hierarchy Display...................53

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Setting MARLIN Pro Preferences Overview ................................................................. 54 Administration (Add, Modify, and Delete Operators) ................................................. 55 Operator Preferences ............................................... 61 Global Preferences .................................................. 63

How to Transfer Data Between the MARLIN Pro and PRISM4 Software What Is a Data Collection “ROUTE”? .................... 66 How to Perform Download/Upload Operations ...... 67 How to Set the Baud Rate........................................ 69

How To Collect MARLIN Pro Measurements Overview ................................................................. 72 Navigating the Hierarchy List.................................. 74 General Data Collection Steps................................. 76

How to Review Collected Data Overview ............................................................... 101 How to Access Feedback Displays ........................ 101 How to View a POINT’s Trend Plot ..................... 103

Adding Non ROUTE POINTs Overview ............................................................... 105 Adding Non ROUTE POINTs............................... 106 Modifying POINTs/SETs ...................................... 121 Deleting Non ROUTE POINTs............................. 124 Modifying Machines.............................................. 124

TOC - 2

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Generating MARLIN Pro Reports Overview................................................................126 Generating MARLIN Pro Reports .........................126

Statistical Process Control Overview................................................................130

Emmisivity Setting Emmisivity.................................................134

Windows CE Operating System / System Settings The CMDM 5000 Unit ..........................................136 System Modes........................................................136 Bootloader Configuration ......................................137 Windows CE Operating System.............................138

Specifications MARLIN Pro and MARLIN Pro IS Specifications...........................................140

Index

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TOC - 4

MARLIN Pro User Manual

Introduction Overview

Introduction Overview The MARLIN Pro is a portable hand-held computer dedicated to monitoring plant process data and machinery condition data.

Figure 1. The MARLIN Pro. Plant process data and routine process inspection data are easily recorded on the MARLIN Pro’s touch sensitive display using its plastic “pen” tool. Using the provided interface cable, machine vibration and temperature measurements are input to the MARLIN Pro directly from the MCD or VibPak probes. Recorded process data and machine condition data, alarm information, and alarm messages to the operator are immediately displayed on the

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Introduction Overview

MARLIN Pro’s LCD display for in-the-field detection of abnormal conditions, analysis, and corrective actions. ! SKF Condition Monitoring recommends the SKF Microlog machinery condition analyzer for complete spectral, time waveform, and phase analysis of machine condition abnormalities detected with the MARLIN System. Similar to the SKF Microlog, the MARLIN Pro can utilize data collection ROUTEs (measurement collection sequences downloaded from SKF’s PRISM4 software) to facilitate the most efficient MARLIN Pro data collection. Vibration and temperature measurements (MCD probe POINTs), process POINTs, and routine machine inspection POINTs (and their respective alarm settings) may be easily set up in PRISM4 software and downloaded to the MARLIN Pro. After MARLIN Pro data collection is complete, collected measurement and alarm data may be uploaded to the PRISM4 database for long-term storage, indepth analysis, and PRISM4 reporting. ! MARLIN Pro POINTs may also be easily collected in random sequence using MQC computerized studs to automatically identify machines and measurement POINTs in the field. ! MARLIN Pro measurements and inspections may also be set up on the MARLIN Pro itself (without PRISM4) using the device’s built-in keyboard.

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Introduction MARLIN Pro Intrinsically Safe (IS) Information

MARLIN Pro Intrinsically Safe (IS) Information The MARLIN Pro IS has achieved the Intrinsic Safety rating from the European regulatory agency, Cenelec, and is rated Group II (Petrochemical) Eex ia Iic T4 (ATEX directive). The Mechanical Condition Detector (MCD Pro IS) is also available in an intrinsically safe model. Functionality between the MARLIN Pro and the MARLIN Pro IS is the same. Hardware differences are noted below. ! Reference the Specifications section at the back of this manual for detailed information on all MARLIN Pro and MARLIN Pro IS specifications.

Feature

MARLIN Pro

MARLIN Pro IS

Battery Type

Lithium-Ion

Nickel Metal Hydride

Battery Recharge Time

2.5 hours

6 hours (in instrument only)

Battery Usage

12 hours

6 hours

Internal Memory

16 Mbytes RAM

8 Mbytes RAM

Microprocessor

MIPS R3000 @ 75 MHz

MIPS R4000 @ 50 MHz

Touch Panel

180 dots per inch / 70 dots per cm

40 dots per inch / 15.6 dots per cm

PC Card Slot

One (1) PCMCIA card slot

One (1) Compact FLASH card slot

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Introduction MARLIN Pro System Configurations

Additional MARLIN Pro-IS Information The MARLIN Pro-IS hardware and Windows CE functionality differ slightly from the MARLIN Pro. Bootloader Screen The Bootloader screen does not launch for the MARLIN Pro-IS, and is not applicable to the IS model. Battery Operation To remove the NiMH battery from the MARLIN Pro-IS: •

Locate the tab on the right-hand side of the battery compartment and push away from the battery pack.

•

Lift the battery pack out of the battery compartment.

•

To replace, push the new battery into the battery compartment until it clicks.

Reset Button The reset button is located at the upper left-hand corner of the battery compartment.

MARLIN Pro System Configurations MARLIN Pro System components are designed to work independently or in concert with each other. Combining system components provides a more powerful, easy-to-use, and accurate machinery monitoring system. Possible MARLIN Pro system configurations and their benefits are described below.

MARLIN Pro as Stand-Alone Device As a stand-alone device, the MARLIN Pro provides plant process monitoring and routine process inspection capabilities. It does not provide vibration or temperature monitoring

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Introduction MARLIN Pro System Configurations

capabilities. It does provide in-the-field trend analysis. It provides easy data collection, and an interface with PRISM4 software for easier set up, long-term data storage, reporting capabilities, and in-depth PRISM4 data review and analysis.

MCD Probe-IS with MARLIN Pro Combining the MARLIN Pro with the MCD probe provides both ROUTE and random sequence vibration and temperature monitoring, and POINT specific alarm capabilities. It also provides plant process monitoring and routine process inspection capabilities. It provides in-thefield trend analysis capabilities, and it provides interface with PRISM4 software for easier measurement set-up, longterm data storage, reporting capabilities, in-depth PRISM4 data review and analysis.

VibPak Probe with MARLIN Pro As with the MCD probe, the VibPak interfaces with the MARLIN Pro to measure and record vibration measurements. With its smaller size, VibPak is able to perform measurements in locations where the MCD probe cannot fit. The CMVA3700 VibPak is an alternate sensor device that compliments the existing MARLIN system. The VibPak performs both ISO vibration velocity and Band 3 enveloped acceleration measurements. The VibPak unit also allows for acceleration output, which can be used with SKF headphones (CMSS6190L).

MCD Probe with MQC Stud and the MARLIN Pro In addition to the features described above, adding MQC studs to the MARLIN Pro/MCD probe set-up provides easier, more consistent, and more accurate vibration/temperature data collection (MCD probe), and

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Introduction MARLIN Pro Applications

random machine or measurement POINT identification (MQC computerized stud).

Infrared Thermometer with MARLIN Pro Interface the SKF CMAC4200 Infrared Thermometer with the MARLIN Pro to collect and store non-contact temperature measurements directly from the IR Gun to the MARLIN Pro (using the appropriate cable).

MARLIN Pro Applications Incorporating the MARLIN Pro in your MARLIN System greatly increases its power and ease of use. In addition to MCD/VibPak probe vibration and temperature measurements, the MARLIN Pro facilitates easy recording of and alarming on plant process data and also on plant inspection data. All three applications are described briefly below and discussed in detail later in this chapter.

Recording Plant Process Variables Use the MARLIN Pro’s pen and touch sensitive display to routinely record process data read from machinery gauges or control panels (i.e., speed, temperature, flow, pressure, operating hours, etc.). A variety of input screens allow you to easily record this important operating information. Recorded data is automatically compared to POINT specific alarm settings and trended by the MARLIN Pro for in-the-field detection of abnormal conditions. ! Process data input forms are described in the How to Collect MARLIN Pro Measurements section.

Performing Routine Machine Inspections MARLIN Pro inspection POINTs allow the operator to easily record visual observations or perform and record a

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Introduction MARLIN Pro Applications

physical test on a routine basis (i.e., pH level, noise level, lubricant condition, etc.). Alert and danger alarms are assigned to probable inspection results. When an inspection results in an alarm condition, pre-determined alarm messages provide immediate feedback to the data collection person. For example, while inspecting a machine’s oil condition, if the data collection person selects a “Cloudy” Inspection Result, he may be selecting a result associated with an alert Alarm Condition, and the MARLIN Pro LCD display prompts him to “Take a sample” (the Alert Message). If the data collection person selects the “Appears burnt” Inspection Result, he/she is selecting a result associated with a danger Alarm Condition, and the MARLIN Pro prompts him/her to “Call supervisor” (the Danger Message).

Performing MCD Probe Vibration and Temperature Measurements Combining the MARLIN Pro with the MCD probe adds to both the ease of use and power of MCD probe vibration and temperature measurements. When the MARLIN Pro is incorporated, MCD probe vibration and temperature measurements are:

MARLIN Pro User Manual

•

Configured with “POINT specific” alarms (instead of “general alarm settings” applied when the MCD probe is used as a stand-alone component).

•

Capable of being performed on a regular basis using a ROUTE data collection sequence.

•

Analyzed in the field in both numerical and trend formats on LCD display.

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Introduction Parts of the MARLIN Pro

Parts of the MARLIN Pro Front View

right trigger button

left trigger button

LCD display (screen) scroll buttons

power button

hardware keypad buttons

alt button

Figure 2. The CMDM 5000’s Front View. LCD Display The LCD display is one quarter VGA with pressuresensitive resistive membrane (pen/touch screen) and is activated by the stylus pen or any blunt, non-abrasive plastic pointer (or your fingernail). ! Use the provided removable protective screen cover (p/n CMAC 5004) to safeguard the LCD membrane. Simply peel the cover from the backing, and apply to the MARLIN Pro’s screen.

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Introduction Parts of the MARLIN Pro

Power Button (Suspend/Resume) Press the red power button to suspend and resume MARLIN Pro operations. ! The power button must be pressed for a period of 3 to 10 seconds to power the unit off. However, a single press powers the unit on. Suspend mode conserves battery power by stopping almost all MARLIN Pro activity, but leaves the MARLIN Pro ready to resume operations in seconds, returning you to the display that was active when you last suspended operations. Use suspend mode whenever you leave the MARLIN Pro unattended for more than a few minutes as it saves battery life. Resume normal MARLIN Pro activity by pressing the red power button again. WARNING: Always attach the MARLIN Pro to its Power Supply/Battery Source when not in use for longer time periods.

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Introduction Parts of the MARLIN Pro

The MARLIN Pro’s Status and Battery Displays The MARLIN Pro displays status of the program and battery power on all MARLIN Pro screens. The Operator’s name, the time, the help button (?), and the close application button (X), are available in the display’s upper bar. The Windows CE Start menu and battery power status display on the device’s lower toolbar. operator ID

Indicates connection to power source and /or host computer system time Start menu

Figure 3. The MARLIN Pro’s Status Display. On-line Help To access the MARLIN Pro’s online help, press the help button (?), or select the Help option from the Windows CE Start menu. The help file associated with the current display appears.

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Introduction Parts of the MARLIN Pro

close help button

Figure 4. An Example MARLIN Pro Help Display When in the MARLIN Pro program, the MARLIN Pro Help file will launch. To view all MARLIN Pro Help file topics, click the Contents button. All Windows CE installed help files can be viewed by pressing the All Topics button. ! For more information on Windows CE help, reference the Windows Operating System/System Settings section in this User Manual. System Settings !

MARLIN Pro User Manual

Reference the Windows Operating System/System Settings section in this User Manual for more information on System Settings.

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Introduction Hardware Functionality

Hardware Functionality The Hardware Keypad The hardware keypad (including numeric keys, an alt key, a power button, and four cursor arrow buttons) can be used to enter numeric text into any text field. This is useful when entering Process POINT data. The cursor arrows can be used to advance from the selected item to the next item. Trigger Buttons The two yellow trigger buttons, one on either side of the device’s LCD screen are used to activate and advance through data collection when in a collect data display. They also issues the “OK” response to any MARLIN Pro OK/Cancel message. “Cancel” responses must be issued using the pen and touch sensitive display controls. Each operator configures which button performs which task. The two trigger/next buttons are user configured, one may initiate an MQC stud scan, and the other may advance the operator through normal data collection. Hand Strap !

The hand strap can be moved from the left side to the right side.

The adjustable hand strap allows right or left handed use with equal ease and comfort. The adjustable hand strap also allows users to relax their grip, reducing fatigue associated with repetitive tasks. Arrow Scroll Buttons The up, down, left, and right arrow buttons are used in the MARLIN Pro program’s Hierarchy view to scroll through the hierarchy items one by one. The up/down buttons scroll through hierarchy items already open, and the left/right buttons open or close all items beneath a hierarchy item as they scroll through.

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Introduction Hardware Functionality

The scroll buttons are also used in conjunction with other buttons to perform such tasks as controlling LCD screen contrast. Display Contrast The Display contrast can be adjusted by holding down the alt key and using the 1 and 3 buttons to lighten and darken the display contrast respectively. Stylus Configuration The Touch Screen Calibration and Double-Tap settings can be adjusted. Following a hardware (“cold”) reset, the Touch screen Calibration program initiates. Follow the on-screen prompts to calibrate the touch positions. Use the upper right button (next to the screen) to accept the calibration, or the upper left key to escape out of the calibration program. The Touch Screen Calibration application and the DoubleTap settings can be configured at any time by selecting the Start menu’s Settings/Control Panel option, and doubleclicking the Stylus option. ! Access the Windows Help option from the Start menu for more information on System Settings.

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Introduction Hardware Functionality

Back View hand strap connection battery pack reset button (inside battery compartment) battery door latch

speaker

battery door latch microphone (inside battery compartment

Figure 5. The CMDM 5000’s Back View.

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Introduction Hardware Functionality

Exiting the MARLIN Pro

Figure 6. The MARLIN Pro Options Menu. When running the MARLIN Pro, the MARLIN Pro’s menu bar displays towards the bottom of the display. The Options menu allows you to Log Out of the MARLIN Pro program (returning to the title screen so another user may log in), Exit the MARLIN Pro, and Backup and Restore the database. ! The database is automatically backed-up following a Log Out, Exit, or download operation. The Exit option allows you to properly exit the MARLIN Pro program to Windows CE. It backs-up and closes all open database files, safeguarding from database loss or corruption that may occur in the event the MARLIN Pro

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Introduction Hardware Functionality

completely loses battery power while the MARLIN Pro program is running. ! You should Exit the MARLIN Pro if you are about to run out of battery power, while you are changing battery packs (in the event the backup batteries are not fully charged), and whenever you place the MARLIN Pro in storage. To Exit the MARLIN Pro: •

Select the MARLIN Pro’s Options menu’s Exit option. (The menu bar is located at the bottom of the display.) ! The MARLIN Pro database is automatically backed-up after exiting.

•

If desired, press the red power button for up to 10 seconds to suspend the MARLIN Pro (effectively turning it off). ! If you need to change battery packs, you may now replace the Lithium Ion battery pack.

To resume using the MARLIN Pro after exiting the program and suspending power: •

Press the red power button once. ! Reference the Getting Ready to Use the MARLIN Pro section for more information on Battery Operations and Exiting the MARLIN Pro.

Battery The MARLIN Pro’s battery pack (p/n CMAC5101) uses lithium ion technology to power the computer when it is not connected to an AC power source. The battery pack is automatically recharged when the unit’s Power Supply/Battery Charger is connected. The battery pack

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Introduction Hardware Functionality

provides 5-8 hours of battery life (although the actual percharge life can vary drastically depending on conditions, equipment options, and power demands). If the battery is removed, all installed programs will be lost.

IMPORTANT: Connect as a guest when using any application that acccesses the serial port, such as ActiveSync, to communicate between your desktop computer and your CMDM 5000. Synchronizing your unit may cause damage to the CMDM 5000 and the operating system. !

For more information, reference the Battery Operations section later in this manual.

WARNING: If the battery pack is removed, installed/downloaded programs may be lost. The MARLIN Pro program and database will not be lost in the event of complete battery loss, if it is properly exited.

Rebooting the MARLIN Pro If your device stops responding to input from the pen or from buttons, you must reset it. Performing a warm boot: A warm boot, or soft reset, restarts the terminal and saves all stored records and entries. ! Files that remain open during a warm boot may not be saved. Back-up your MARLIN Pro regularly to avoid a data loss.

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Introduction Hardware Functionality

To perform a warm boot: •

Using the numeric buttons on the front of the MARLIN Pro, hold down the 7, 8, 9, and 2 keys.

2 button

7, 8, and 9 buttons

Figure 7. Performing a Warm Boot. Performing a cold boot: A cold boot, or hard reset, also restarts your device terminal, but erases all stored records and entries. WARNING: Never perform a cold boot unless a warm boot does not solve your problem. To perform a cold boot: •

18

Remove the battery compartment cover from the rear of the device. The reset button is located behind the main battery access panel.

MARLIN Pro User Manual

Introduction Hardware Functionality

•

Use a one-sixteenth inch pin or a straightened paper clip to press the reset button.

lithium-ion battery battery compartment reset button

battery door latch

battery door latch

•

Replace the battery compartment cover and press the red power button for 3 to 10 seconds to power the device on. The device starts in the Bootloader Configuration mode. ! Reference the Windows Operating System / System Settings section of this User Manual for more information on the Bootloader Configuration.

After a Cold Boot After cold-booting your MARLIN Pro, the MARLIN program may re-install automatically. To re-install the MARLIN program: ! The installation program will automatically launch and is not otherwise needed. •

MARLIN Pro User Manual

After a cold boot, the Install dialog displays. The Marlin program name displays in the Install dialog’s Name field. Click the OK button to proceed with the re-installation. 19

Introduction Hardware Functionality

•

The Setup Complete dialog displays the completed installation progress. Click the OK button.

To restore your MARLIN Pro database after a reinstall: •

Launch the MARLIN program. Select the Options menu’s Restore option. ! Information that was not backed up using the Backup option or automatically after logging out or transferring data is not restored.

Top View

RS232 connection

power supply connection

IRDA connection

Figure 8. The CMDM 5000’s Top View. Input/Output Connectors Power Supply Connector - For connection to the MARLIN Pro’s Power Supply/Battery Charging unit. Serial Communications Connector (RS232) - For connection to MCD or VibPak probe for vibration/temperature measurement collection, for connection with the IR Gun for connection to host computer for download/upload operations to PRISM4, and for use with ActiveSync. IRDA Connector – An infrared communications port.

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Introduction Other MARLIN Pro Components

Other MARLIN Pro Components Power Supply/Battery Charger The MARLIN Pro’s Power Supply/Battery Charger (p/n CMAC 5150) converts AC power to DC power required by the MARLIN Pro. The Power Supply/Battery Charger kit includes two cables, the MARLIN Pro interface cable and an AC power cable. You can connect the Power Supply/Battery Charger with your MARLIN Pro turned on or off. The Power Supply/Battery Charger works with AC power sources worldwide. However, verify that you have a power cable designed for use in your country. ! If you are running your MARLIN Pro on AC power with a battery installed, the AC Power Supply/Battery Charger charges the battery (if needed), then maintains the battery's charge.

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Introduction Precautions

WARNING: The Power Supply/Battery Charger should be placed in a ventilated area (i.e., on a desktop) when used to power the MARLIN Pro or charge the battery. Do not use the Power Supply/Battery Charger in a poorly ventilated area, as overheating may occur.

Memory The MARLIN Pro is supplied with: •

12 MB on-board flash memory (holds the operating system and the MARLIN Pro program).

•

16 MB RAM memory (memory area in which the MARLIN Pro program runs).

Cables Cables that interface to the MARLIN Pro’s RS232 connection include: •

MARLIN Pro/host computer interface cable set (p/n CMAC 5201).

•

MARLIN Pro/MCD probe-IS interface cable (p/n CMAC 4613-5000).

•

MARLIN Pro/VibPak probe interface cable (not currently available).

•

IR Gun cable (p/n CMAC5204).

Precautions Avoid Submerging in Water This equipment has been designed to be splash and dust resistant. However, avoid direct contact with water, wet

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Introduction Precautions

surfaces, or condensing humidity. If the instrument is subjected to these conditions, adverse operation may result, and there is a risk of electrical shock or fire. Allow the instrument to dry thoroughly before operation. Avoid opening the PC card slot door in locations where contact with water or other contaminants may occur. Avoid Damage To avoid costly damage or injury, place the instrument on a solid stable surface when not in use and do not place any heavy objects on it. Use only accessories recommended or provided by SKF Condition Monitoring. Use a damp, clean cloth for cleaning. Do not use cleaning fluids, abrasives, or aerosols. They could cause damage, fire, or electrical shock.

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Introduction Precautions

User Notes

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MARLIN Pro User Manual

Getting Ready to Use the MARLIN Pro Before You Use the MARLIN Pro

Getting Ready to Use the MARLIN Pro Before You Use the MARLIN Pro Prior to setting up your MARLIN Pro measurements or performing MARLIN Pro data collection, you should perform the following tasks.

Install and Charge the MARLIN Pro Battery Prior to using the MARLIN Pro for the first time, place the Lithium-Ion battery pack in the MARLIN Pro and charge the Lithium Ion battery for at least two and a half hours to ensure the battery is fully charged. The MARLIN Pro’s battery charges when the MARLIN Pro is connected to its AC power supply/battery charger. ! You can operate the MARLIN Pro from the external power supply/battery charger while waiting for the battery to charge. Once the MARLIN Pro battery is fully charged (or the MARLIN Pro is connected to the Power Supply/Battery Charger), it is ready for operation. Reference the Battery Operations section for more details and information on installing the lithium-ion battery in the device.

Configure MARLIN Pro Preferences From the Tools menu’s Operator option, Global and Operator Preference setups allow you to set MARLIN Pro operating characteristics specifically for each MARLIN Pro operator. For more information on configuring MARLIN Pro preferences, refer to this manual’s Setting MARLIN Pro Preferences section.

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Getting Ready to Use the MARLIN Pro Power Management Modes

Power Management Modes Power Up Options The MARLIN Pro is unique in that it is a HPC platform dedicated to recording plant process data and machinery condition data. Cold Boots As any computer, when the MARLIN Pro first powers up it performs a BIOS check, loads its operating system (Windows CE). This type of power up is referred to as a “cold boot” (the power up routine used when the MARLIN Pro’s memory starts off completely empty). The MARLIN Pro automatically performs a cold boot power up when the unit’s battery pack and backup batteries are completely discharged, then recharged. Performing a cold boot on the CMDM 5000: A cold boot, or hard reset, also restarts your CMDM 5000 terminal, but erases many installed/stored records and entries. WARNING: Never perform a cold boot unless a warm boot does not solve your problem. Cold booting causes a loss of many of your downloaded programs and data. The MARLIN Pro program and database will NOT be lost in the event of a complete battery loss, if it is properly exited. To perform a cold boot: •

26

Remove the battery compartment cover from the rear of the device. The reset button is located behind the main battery access panel.

MARLIN Pro User Manual

Getting Ready to Use the MARLIN Pro Power Management Modes

•

Use a one-sixteenth inch pin or a straightened paper clip to press the reset button.

•

Replace the battery compartment cover and press the red power button. The Bootloader Configuration screen appears. ! Reference the Windows Operating System / System Settings section of this User Manual for more information on the Bootloader Configuration.

After a Cold Boot After cold-booting your MARLIN Pro, the MARLIN program may re-install automatically. To re-install the MARLIN program: ! The installation program will automatically launch and is not otherwise needed. •

After a cold boot, the Install dialog displays. The Marlin program name displays in the Install dialog’s Name field. Click the OK button to proceed with the re-installation.

•

The Setup Complete dialog displays the completed installation progress. Click the OK button.

To restore your MARLIN Pro database after a reinstall: •

Launch the MARLIN program. Select the Options menu’s Restore option.

•

Information that was not backed up using the Backup option or automatically after logging out or transferring data is not restored.

Suspend/Resume Modes After the initial cold boot, the MARLIN Pro is seldom turned completely “off.” Instead, the MARLIN Pro is

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Getting Ready to Use the MARLIN Pro Power Management Modes

turned off and on using a “suspend/resume” process. When you press the MARLIN Pro’s red power button on the front of the unit, it seems as if you are turning the MARLIN Pro “off.” However, in reality you are placing the MARLIN Pro in “suspend” mode. Suspend mode conserves battery power by stopping almost all computer activity, but leaves the MARLIN Pro program running and immediately ready to resume operations where it left off. IMPORTANT: Connect the MARLIN Pro to its Power Supply/Battery Charger whenever you do not intend to resume operations in the immediate future. Database damage may occur if battery power is completely lost while the unit is in operation or in suspend mode. Use suspend mode whenever you temporarily halt data collection (connect the unit to its battery charger if not resuming data collection in the near future). In suspend mode, the unit’s power is shut off to preserve battery life, except power to the MARLIN Pro’s memory. Information in the MARLIN Pro’s memory is retained (unless its main battery pack is completely discharged). Thus, when you turn the MARLIN Pro back on (resume operations), it need not repeat the boot-up process, and it immediately redisplays the screen that was active when the unit was last suspended. Marlin Pro operation is suspended in two ways: Manual - The operator presses the red power button Automatic - The MARLIN Pro times out because of no operator activity. (Power Settings can be adjusted from the Windows CE Start menu’s Settings/Control Panel option.) ! Consult your Windows CE help file for more information.

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Getting Ready to Use the MARLIN Pro How to Exit the MARLIN Pro Program

!

Reference the Windows CE Operating System / System Settings section in this manual for more information.

Warm Boots At times you may wish to reboot the MARLIN Pro (if the program “locks up”). This is termed a “warm boot” power up. When you warm boot the MARLIN Pro, all information in the unit’s RAM memory is lost. However, when the MARLIN Pro reboots, the BIOS initialization and memory tests are bypassed, and the MARLIN Pro reboots the MARLIN Pro program. To warm boot the MARLIN Pro: •

Using the numeric buttons on the front of the device, hold down the 7, 8, 9, and 2 keys. A dialog displays prompting you to verify the warm boot. Select Yes to warm boot, or No to cancel.

How to Exit the MARLIN Pro Program The Windows CE operating system, including the MARLIN Pro program, is always open and running (even in suspend mode). Properly exiting the MARLIN Pro program backs-up and closes all database files, safeguarding your database of measurement POINTs. You should properly exit the MARLIN Pro program whenever:

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There is a chance that both the primary and backup batteries may completely run out of power.

•

You are replacing a battery pack without connecting the MARLIN Pro to its Power Supply/Battery Charger (if the backup batteries are not well charged, there is a potential to completely lose power).

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Getting Ready to Use the MARLIN Pro How to Adjust the Hand Strap / Harness

•

You are removing the battery pack for long-term storage.

To properly exit the MARLIN Pro program: •

Select the Options menu’s Exit option.

Figure 9. The MARLIN Pro Options Menu. •

Press the red power button to suspend the MARLIN Pro.

How to Adjust the Hand Strap / Harness The CMDM 5000 has a hand strap, shoulder strap, and harness set (p/n CMAC 5001) which increases comfort when holding the terminal for extended periods of time.

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Getting Ready to Use the MARLIN Pro How to Use the Pen

The hand strap can also be detached and reconnected on the other side of the device. To attach the hand strap to the back of the terminal: •

Thread the round metal piece through the metal hand strap connection on the back of the terminal.

•

Slide the flat metal piece into the hand strap connection on the bottom of the terminal.

To adjust the strap: •

Peel back the strap.

•

Slide the hand that grips the MARLIN Pro under the strap, and fit your palm comfortably, so the MARLIN Pro rests squarely in your hand.

•

Adjust the strap to fit your hand.

How to Use the Pen The MARLIN Pro comes with a plastic stylus pen used to select items on the screen (as you would with a mouse). ! At times you may need to recalibrate the pen to the touch screen. Reference the Windows CE Operating System / System Settings section of this manual.

Using the Pen to Select an Item Apply pressure to the screen to select an item. If using your fingernail, tap the screen. ! If you lose the pen, you can use your fingernail or a nonmetallic, nonabrasive plastic pointer to select items or write on the screen until you get a replacement pen. Do NOT use items that scratch or mark the screen.

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Getting Ready to Use the MARLIN Pro Using the Communications Port

!

Replacement pens (p/n CMAC 4625) are available from SKF Condition Monitoring. Contact your SKF Condition Monitoring representative or distributor for ordering information.

Using the Communications Port To perform direct communications with external devices, connect the MARLIN Pro to the MCD probe or host computer via its subminiature RS232 serial communications ports located at the bottom of the MARLIN Pro. To connect to the RS 232 communications port: •

Press the red power button on the front of the MARLIN Pro for up to 10 seconds to suspend (temporarily power the MARLIN Pro off) the MARLIN Pro.

•

Attach the external device’s cable connector (p/n CMAC 5201) into the RS-232 serial communications port on the bottom of the MARLIN Pro.

•

Attach the cable’s other connector to the other device’s serial port.

Battery Operations Battery Life Primary power for the MARLIN Pro is provided by Lithium-Ion battery packs (p/n CMAC5101). The battery packs operate for 5 to 8 hours in typical operating environments, although the actual per-charge life can vary

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Getting Ready to Use the MARLIN Pro Battery Operations

drastically depending on conditions, equipment options, and usage patterns. IMPORTANT: Connect the MARLIN Pro to its Power Supply/Battery Charger whenever you do not intend to resume operations in the immediate future. Database damage may occur if battery power is completely lost while the unit is in operation or in suspend mode.

How to Install the Battery Pack WARNING: To ensure proper MARLIN Pro operation, ONLY use the supplied battery pack. To install the Lithium-Ion battery pack in your CMDM 5000:

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Remove the two screws on the battery cover located on the underside of your device and lift the battery cover away from the device. ! The CMDM 5000 has a safety switch positioned under the plate of the battery compartment. By removing the battery cover, the CMDM 5000 will shut down automatically.

•

The main battery is removed by sliding the cell to the left and lifting it out of the device.

•

Insert the replacement lithium-ion battery in the battery compartment and slide to the right to fit into place.

•

Replace the battery cover and press down firmly on the cover while re-securing the latches. ! Charge the battery in the terminal for approximately two and a half hours before initial use.

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Getting Ready to Use the MARLIN Pro Battery Operations

WARNING: Do not expose the battery pack to temperatures in excess of 140°F (60°C). Do not disassemble, incinerate, or short-circuit the battery pack. Danger of explosion if battery is incorrectly replaced. Replace the battery only with the same or equivalent type recommended by the manufacturer. Dispose of used batteries according to the manufacturer’s instructions. Do not open battery compartment in a hazardous area.

Replacing the Battery in an Active MARLIN Pro If the MARLIN Pro is active and power is supplied from the Power Supply/Battery Charger, you can remove and replace the battery at any time. If the MARLIN Pro is running from battery power only, unscrewing the battery compartment and/or removing the battery causes the MARLIN Pro to shut off power to the LCD display and to PC cards. The MARLIN Pro may lose the MARLIN Pro program and any data stored in RAM. This could result in database errors! To avoid these problems, use the following procedure to replace the battery pack in an active MARLIN Pro running on battery power:

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•

From the Options Menu, select the Exit option. The MARLIN Pro backs-up and closes all its database files and exits the MARLIN Pro program.

•

Press the red Power button to suspend the MARLIN Pro.

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Getting Ready to Use the MARLIN Pro Cleaning the MARLIN Pro

•

Unlatch the battery and remove the pack.

•

Replace with a fully charged battery pack and re-latch (ensure replacement battery is firmly latched, or the MARLIN Pro does not operate).

•

Press the red power button.

How to Charge the Battery Pack The CMDM 5000’s Lithium-Ion battery packs charge fully in 2 and a half hours or less in the MARLIN Pro. To prevent overcharging, an internal monitoring circuit shuts power off to the battery once it reaches full capacity. ! IMPORTANT - Charge the battery fully before using the MARLIN Pro. The battery is charged in the MARLIN Pro using the power supply. The MARLIN Pro is usable while the battery is charging. To charge a battery pack in the MARLIN Pro: •

Ensure the power source is plugged into a wall outlet.

•

Insert the power source into the POWER connector at the top of the MARLIN Pro. ! The terminal’s battery is fully charged after approximately two and a half hours.

Cleaning the MARLIN Pro The MARLIN Pro requires a minimal amount of maintenance. To prolong its life and avoid problems, keep the MARLIN Pro clean. Use a clean, soft cloth dampened with a mild cleanser such as soap and water to clean the MARLIN Pro. Do NOT use abrasive paper/cloth or abrasive/corrosive cleaners.

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Getting Ready to Use the MARLIN Pro Storing the MARLIN Pro

Wipe the entire MARLIN Pro, except for the scanner window. Wipe the scanner window periodically with a lens tissue or other material suitable for cleaning optical material (such as eyeglasses).

Storing the MARLIN Pro Typically, when not in use, the MARLIN Pro should be connected to its Power Supply/Battery Charger. However, if the MARLIN Pro will not be used for longer than a week, store it in a cool, dry place away from dust. Remove the battery and repackage the MARLIN Pro in its original shipping container. Note that if battery life is lost completely, the MARLIN Pro shuts down without properly exiting its MARLIN Pro program. Database damage may result. Always exit the MARLIN Pro program if complete battery life loss is a possibility. ! If you leave the MARLIN Pro without a main battery for longer than 20 minutes, cold boot the MARLIN Pro and run the Calibration application to recalibrate the touch sensitive display. Reference the Windows CE Operating System / System Settings section in this User Manual for more information.

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How to Navigate MARLIN Pro Displays Overview

How to Navigate MARLIN Pro Displays Overview This section describes conventions and practices used to navigate the MARLIN Pro. Topics include various methods for inputting data (pen touch, keyboard input, hardware keypad input), and methods for making selections on MARLIN Pro displays (option buttons, check boxes, drop down lists, text boxes, and command buttons).

MARLIN Pro Input Methods The data manager provides multiple user interface methods. The methods available to you depend on the task you are attempting and the active data manager display. Each input method is described in detail below.

Stylus Pen “Touch and Select” The stylus pen is the MARLIN Pro’s primary input source. To select an option on an MARLIN Pro display: •

Point to and press on the option with the pen, the option’s appearance changes to show it is selected.

•

Point to and press the appropriate command button to proceed with the process.

Keyboard Input Panel The MARLIN Pro provides an alpha numeric keyboard display for easy alphanumeric input, and a numeric keypad display for easy numeric input. The keyboard icon is available on the display’s bottom menu bar.

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How to Navigate MARLIN Pro Displays MARLIN Pro Input Methods

keyboard icon

Figure 10. The Keyboard/Keypad Icon. To display the keyboard Input Panel: •

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Press the Keyboard icon in the lower right hand corner of the display. The keyboard displays on the bottom portion of the screen. ! Press the Keyboard icon once more to close the keyboard Input Panel display.

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How to Navigate MARLIN Pro Displays MARLIN Pro Input Methods

text field

cursor keys

Figure 11. The “Keyboard” Alphanumeric Input Panel Display. The alphanumeric keypad data entry Input Panel operates as a normal keyboards. •

Using the stylus pen, press the display’s alphanumeric characters to “type” your input. As you type, your entry appears in the appropriate text field. ! If the field in which you are entering text lies behind the Input Panel, you will not be able to see the entered text without closing the keyboard/keypad first.

To edit your input entry: •

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If necessary, on the Input Panel keyboard, use the cursor direction keys to locate the cursor in the data input entry, or press the stylus pen in the desired cursor location.

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How to Navigate MARLIN Pro Displays MARLIN Pro Input Methods

•

On the alphanumeric keyboard, use the DELete key to delete the character to the cursor’s right. ! The Delete key is only available in the alphanumeric keyboard when Caps Lock (CAP) is activated, or if the Shift key has been depressed.

•

Use the Backspace key (a thick arrow in the top right hand corner of the keyboard) to delete the character to the cursor’s left. ! The Backspace key is not available when the alphanumeric keyboard is in Caps Lock mode, or if the Shift key has been depressed.

•

On the alphanumeric keyboard, use the space bar key to type empty spaces.

•

When finished specifying your data entry, press the keyboard icon on the bottom of the display. The Input Panel will close, and the entered text will remain in the text box. ! Reference the Hardware Functionality section of this manual for information on the hardware keypad.

MCD Probe Input •

Vibration and temperature measurements are input from the MARLIN Pro System’s MCD probe using the MARLIN Pro’s RS-232 serial communications port.

To collect MCD probe vibration and temperature measurements: •

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Connect the MCD probe’s cable to the MARLIN Pro’s serial communication port on the bottom of the MARLIN Pro.

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How to Navigate MARLIN Pro Displays How To Select Options in MARLIN Pro Displays

•

Attach the MCD probe’s sensor to the machine measurement location. ! For more information on MCD probe data collection, reference your MCD Probe User Manual.

•

Identify the measurement POINT you wish to record (hierarchy list, scanner, MQC stud).

•

If the MCD POINT is identified in the hierarchy list, press the hierarchy display’s Collect command button to display the POINT’s data collection form.

•

Press the input form’s MCD button to initiate data collection.

•

After the MCD probe reads the data, the form updates to display the current vibration, enveloped acceleration, and temperature readings.

How To Select Options in MARLIN Pro Displays MARLIN Pro option selection methods are similar to those used in Microsoft Windows applications. Users familiar with MS Windows will recognize option buttons, check boxes, drop down lists, text boxes, and command buttons. Each option selection method is described as shown in the following figures.

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How to Navigate MARLIN Pro Displays How To Select Options in MARLIN Pro Displays

“open” hierarchy item, press to toggle open or closed MARLIN Pro POINTs

command buttons menu bar

Figure 12. The Hierarchy Display.

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How to Navigate MARLIN Pro Displays How To Select Options in MARLIN Pro Displays

text input fields

drop down list

OK button

cancel button keypad access

Figure 13. An Example Configuration Screen.

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How to Navigate MARLIN Pro Displays How To Select Options in MARLIN Pro Displays

information area

gauge with movable dial

numeric input SKIP backward command button NOTE command button

SKIP forward command button

Figure 14. A “Gauge” Data Entry Display.

Text/Numeric Input Boxes “Type” information into text input boxes using the keyboard Input Panel. Use the keyboard’s editing keys to edit text already entered. TIP! To quickly highlight characters in text fields, use the pen to line through (draw a line through) the unwanted characters, and use the keyboard’s delete or backspace options.

List Boxes Display a list of choices. Touch the pen on the item to select (highlighting the item) and, if necessary, press the

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How to Navigate MARLIN Pro Displays How To Select Options in MARLIN Pro Displays

appropriate command button. At times, more choices exist than can be viewed in the list box. In this case, a scroll bar appears on the right side of the box. MARLIN Pro scroll bars operate similarly to all Windows scroll bars. With scroll bars, use the scroll arrows, scroll button, and areas above and below the scroll button to scroll the list until the desired item(s) comes into view.

Option Buttons A group of option buttons display options from which only one is available at a time. Touch the pen to the appropriate option button to select it. The previously selected option automatically unselects.

Check Boxes In a group of check boxes, you may select as many options as needed. Touch the pen to appropriate check boxes to enable. A checkmark displays in each enabled check box.

Command Buttons Initiate the immediate response described on the command button, such as Review or Collect..

OK and Cancel Command Buttons OK and Cancel command buttons appear graphically as OK, and Cancel.

The Menu Bar Access the MARLIN Pro’s various modes of operation from the Hierarchy Display, including the Log Out and Exit options.

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How to Navigate MARLIN Pro Displays How To Select Options in MARLIN Pro Displays

The Options Menu

Figure 15. The Options Menu. Backup – Backs-up the MARLIN Pro database, saving all data to the FLASH memory. Restore – If the MARLIN program is re-installed, select the Restore option to restore the most recently backed-up database. All changes made since the last Backup operation will not be maintained after the Restore. Log Out – Returns to the title screen, so another operator may log in. Exit – Properly exits the MARLIN Pro program to Windows CE, closing all database files. Exiting safeguards from database corruption due to loss of battery power. The Tools Menu

Figure 16. The Tools Menu Operator – Allows you to set up operator and hardware preferences. Transfer – Initiates “Transfer” mode, and enables you to specify host computer configuration.

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How to Navigate MARLIN Pro Displays How To Select Options in MARLIN Pro Displays

Reports – Allows you to generate reports. The Tree Menu

Figure 17. The Tree Menu. All – Shows all hierarchy items in the Hierarchy display. Overdue – Shows only items overdue for data. Global Open – Opens all hierarchy items. All ROUTEs, SETs, and Machines open to display all measurement POINTs. Places the highlight at the top of the list. Global Close – Closes all hierarchy items. Places the highlight at the top of the list. Go to Top – Places the highlight on the Non ROUTE hierarchy item at the top of the list. Go to Bottom – Automatically opens the last hierarchy ROUTE and its subsequent SETs, and places the highlight on the last POINT in the last SET. Refresh – Refreshes the Hierarchy display, closing all hierarchy elements. Route – Select to places the highlight on either the Next or Previous ROUTE hierarchy item, or Delete the selected ROUTE..

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How to Navigate MARLIN Pro Displays How to log on to the MARLIN Pro

The Point Menu

Figure 18. The Point Menu. Add – Adds a non-ROUTE POINT. Modify – Modifies set-up of highlighted POINT or Machine. Delete – Deletes the highlighted POINT.

How to log on to the MARLIN Pro When using the MARLIN Pro, the operator first “logs in” by selecting his or her name from a list of operator IDs. To turn on the MARLIN Pro: •

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Press the red Power button on the front of the MARLIN Pro. From the Windows CE Start menu, select the MARLIN Pro program, or double-click the MARLIN Pro icon on the desktop. The MARLIN Pro’s title screen appears.

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How to Navigate MARLIN Pro Displays How to log on to the MARLIN Pro

Figure 19. The MARLIN Pro “Title” Screen. The MARLIN Pro title screen displays the MARLIN Pro’s version number and serial number, once entered. •

Touch the pen anywhere on the title screen to access the Log In display.

Logging On to the MARLIN Pro Logging on with your user name causes Operator preferences settings to default to your specified settings (for example, how the trigger buttons are configured). Also, the specified operator's name is stored with measurement data collected by the operator, and uploaded back to PRISM4 during the upload procedure, where it may be displayed using PRISM4 reports. This provides a method to track which data is collected by specific operators.

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How to Navigate MARLIN Pro Displays How to log on to the MARLIN Pro

operator name

current password

new password button

Figure 20. The Log In Display. To log on to the MARLIN Pro:

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•

In the Operator Name: drop down list, use the pen to specify your operator name. ! Upon initial shipment, log on as the Administrator.

•

In the Password: field, use the keyboard to enter your password. ! Upon initial shipment, specify the default password “SKF.” ! All new operators (operators added to the list by the system administrator) are automatically issued the default password “SKF.”

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How to Navigate MARLIN Pro Displays The MARLIN Pro’s Hierarchy Display

! !

•

Passwords are NOT case-sensitive. For the Administrator, when the password is entered, but before pressing OK, a Delete Database button appears beneath the OK and Cancel buttons. Press this button to delete. You will be prompted to delete your database.

Press OK to enter the selected operator and password, the Hierarchy display appears. ! If necessary, press Cancel to cancel the Log In attempt.

How to Change Your Password New operators almost always wish to change their password from “SKF” to one known only by themselves. To change your Log In password: •

On the Log In display, select your Operator Name and enter your Current Password.

•

Press the New Pwd (New Password) button, and a cursor will appear in the New Pwd (New Password) text box. Enter the desired new password.

•

Press OK to save the changes and launch the MARLIN Pro program.

The MARLIN Pro’s Hierarchy Display After logging on, the MARLIN Pro displays its Hierarchy list display. All MARLIN Pro displays open from this Hierarchy display. Hierarchy display components are described in the adjacent figures.

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How to Navigate MARLIN Pro Displays The MARLIN Pro’s Hierarchy Display

indicates an open hierarchy item indicates data is stored for this POINT

access data input form for the highlighted POINT

access Review display for the highlighted POINT

Figure 21. An Example Hierarchy Display.

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Setting MARLIN Pro Preferences Overview

Setting MARLIN Pro Preferences Overview MARLIN Pro Operator/Hardware preferences should be set up by the system administrator prior to using the MARLIN Pro . To access the Operator Preferences display:

Figure 22. The Tools Menu’s Operator Option. •

From the Hierarchy display, select the Tools menu’s Operator option. The Operator display appears

Operator options are detailed in the adjacent figure.

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Setting MARLIN Pro Preferences Administration (Add, Modify, and Delete Operators)

modify a specified operator’s preferences add a new operator

delete a specified operator current operator’s access level, language, and hardware setup preferences

displays status of statistical process control alarming affect all MARLIN Pro operators

access MARLIN Pro Hardware Setup display

changes to Global Preferences apply to new nonROUTE MCD POINTs only

Figure 23. The Operator Display. The Operator display is divided into three sections: Administration, Operator Preferences, and Global Preferences.

Administration (Add, Modify, and Delete Operators) Add, Modify, and Delete administration command buttons appear only when the current operator has the Administration Access Level.

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Setting MARLIN Pro Preferences Administration (Add, Modify, and Delete Operators)

Adding Operators The Add command button accesses the Add Operator display, which allows the administrator to add and configure settings for new MARLIN Pro operators.

Figure 24. The Add Operator Display. Add Operator configuration fields include: Name - Write in or type the new operator’s name using the keyboard. Access Level - Specify one of four access levels for the new operator: Admin - Access to all MARLIN Pro operations including the ability to add, modify, and delete operators.

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Setting MARLIN Pro Preferences Administration (Add, Modify, and Delete Operators)

Full - Access to all MARLIN Pro operations with the exception of adding, modifying, and deleting operators. Limited - Access to data collection operations only (data collection, review, and upload). Cannot add, modify, or delete hierarchy items. Cannot add, modify, or delete operators. Review - Access to data review operations only. Cannot collect data, add/modify/delete hierarchy items, add/modify/delete operators, or restore the database using the Restore option. The following table indicates which operations are available for each access level. Operation Add Item Modify Item Delete Item Collect Review Report Transfer Operator / Admin. Operator / non-Admin

Admin Admin Admin Admin Admin Admin Admin Admin Admin

Full Full Full Full Full Full Full

Limited Limited Limited Limited

Review Review

Full

Limited

Review

Scan Required to Collect Data - When enabled, the operator must initiate data input using the MARLIN Pro’s barcode scan device, or an MQC computerized stud. This option forces the operator to visit each machine or POINT, and scan in the item’s barcode to identify the item prior to performing measurements on the machine or POINT (or scan in the item’s ID from its MQC stud). Typically, when enabling Scan Required to Collect Data for an operator, barcodes are used at the machine hierarchy level rather than the POINT hierarchy level. This forces the operator to visit the machine to initiate data collection, but facilitates an easy data collection routine.

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Setting MARLIN Pro Preferences Administration (Add, Modify, and Delete Operators)

Display Review Form– Use the drop down list to specify whether to display the Feedback form during data collection. Choices are, Always, On Alarm, or Never. SPC Enabled - When enabled, 18 Statistical Process Control rules apply to process trends. With SPC enabled, when the Save button is pressed during data collection to record the current measurement value, the POINT’s value is automatically compared to 18 SPC rules. If any rules are violated, an SPC button automatically displays on the POINT’s Feedback form (which displays as specified in the Modify Operator display). Press this button to display all violated SPC rule messages for the POINT (i.e., Process out of control (Rule 4)). ! See the Statistical Process Control section for more information on SPC rules and their corresponding alarm messages.

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Setting MARLIN Pro Preferences Administration (Add, Modify, and Delete Operators)

Figure 25. An Example SPC Rule Violations Display. Enable Machine OK – When enabled in Operator Preferences, this button provides the operator a method to quickly describe the overall machine condition as "OK", without collecting current data on the machine’s measurements. For machines with Single and Multi-Select Inspection POINTs, the Machine OK button specifies and stores the first non-alarm Inspection Result for each of the machine's Inspection POINTs, then displays the Machine display for the next machine at the same hierarchy level. If no more machines exist at the same hierarchy level, the hierarchy display appears with the current machine's ID highlighted. Show Previous Data – Enable to allow the operator to view the previous data prior to collecting new data.

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Setting MARLIN Pro Preferences Administration (Add, Modify, and Delete Operators)

Modifying Operator Preferences The Modify command button accesses the Modify Operator display, which allows the system administrator to modify an existing operator’s settings. All components of the Modify Operator display operate as previously described for the Add Operator display except: Name - In the Modify Operator display, use this drop down list to specify the operator whose settings you wish to modify. Reset Password to default (SKF) - Resets the specified operator’s log in password to the default MARLIN Pro password, “SKF.” This option is useful when operators forget their password.

Deleting Operators The Delete command button accesses the Delete Operator display, which allows the system administrator to delete one or more existing operators from the operator list. To delete an MARLIN Pro operator: •

MARLIN Pro User Manual

In the Delete Operator display, use the Operator: area to specify the operator to delete, then click the display’s Delete button. You are prompted to confirm the deletion. ! Pressing the stylus pen on several operator names in progression to select more than one operator. To deselect an operator, press the name again.

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Setting MARLIN Pro Preferences Operator Preferences

Operator Preferences

Figure 26. The Operator Preferences Area. The Operator Preferences area allows all operators an opportunity to change their MARLIN Pro Statistical Process Control Enabled settings (as previously described in the Add Operator section), and to configure their MDM Hardware setup preferences.

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Setting MARLIN Pro Preferences Operator Preferences

MARLIN Pro MDM Hardware Preferences Settings

Figure 27. The MARLIN Pro MDM Hardware Preferences Display. Use fields in the MARLIN Pro MDM Hardware Preferences display to configure MARLIN Pro hardware settings: Serial # - Available to “Admin” and "Full" Access Level users only - Enter the MARLIN Pro’s serial number (located on the back of the MARLIN Pro). The specified serial number displays on the MARLIN Pro’s title screen, is stored with measurement data collected by the MARLIN Pro, and is uploaded back

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Setting MARLIN Pro Preferences Global Preferences

to PRISM4 during the upload process, where it may be displayed using PRISM4 reports. Button Actions - Specify which of the two yellow trigger buttons performs the scan, and which advances through data collection displays (typically depends on whether the operator is right or left handed). Both buttons may also be turned “Off”. ! To configure other hardware settings, such as inactivity time-out, system date/time, etc., access the Window’s Start menu’s Settings / Control Panel option. ! Reference the Windows CE Operating System / System Settings section of this User Manual for more information on system settings.

Global Preferences

Figure 28. Global Preferences Fields. Global preference settings apply for all MARLIN Pro operators. Global Preferences fields include: System Units - Using the drop-down list, specify whether vibration measurement units display in English or Metric.

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Setting MARLIN Pro Preferences Global Preferences

Temperature Units - Using the drop-down list, specify whether temperature units display in degrees Celsius (Centigrade) or Fahrenheit for MCD POINTs.

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Setting MARLIN Pro Preferences Global Preferences

User Notes

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How to Transfer Data Between the MARLIN Pro and PRISM4 Software What Is a Data Collection “ROUTE”?

How to Transfer Data Between the MARLIN Pro and PRISM4 Software What Is a Data Collection “ROUTE”? A data collection ROUTE is a list of measurement POINTs arranged in sequence for the most efficient data collection as you walk through the plant. PRISM4 software allows you to easily set up measurement collection ROUTEs to help you perform the most efficient MARLIN Pro data collection. ! Reference your PRISM4 software’s User Manual for more information on creating and downloading PRISM4 measurement collection ROUTEs.

Figure 29. The Tools Menu’s Transfer Option. The MARLIN Pro’s Tools Menu’s Transfer option allows the operator to modify MARLIN Pro data communications settings, and to initiate data transfer operations between the MARLIN Pro and the host computer running PRISM4 software.

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How to Transfer Data Between the MARLIN Pro and PRISM4 Software How to Perform Download/Upload Operations

How to Perform Download/Upload Operations IMPORTANT - To set-up the MARLIN Pro for communication with PRISM4, any desktop application occupying the serial port, such as ActiveSync, must be terminated or disabled on the serial port. To disable desktop ActiveSync: •

Right click on the ActiveSync tray icon on your desktop computer and select the Connection Settings option.

•

Disable the Allow serial cable or infrared connection to this COM port checkbox. Click OK. ! The ActiveSync tray icon on your desktop computer should turn from green to gray, to indicate the disconnection.

MARLIN Pro/PRISM4 data transfer operations (uploading/downloading) are initiated on the MARLIN Pro, then controlled using PRISM4 software Transfer options. IMPORTANT: The communication Baud Rate setting must be the same in the MARLIN Pro and PRISM4 software. To ready the MARLIN Pro for PRISM4 download / upload operations: ! •

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Ensure that ActiveSync has been disabled.

With the MARLIN Pro off (in suspend mode), connect the supplied MARLIN Pro Data Transfer cable set (p/n 31165700) between the host computer’s RS232 serial port connector and the MARLIN Pro’s subminiature RS232 serial communications connector located at the bottom of the MARLIN Pro.

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How to Transfer Data Between the MARLIN Pro and PRISM4 Software How to Perform Download/Upload Operations

•

Turn the MARLIN Pro on (resume mode), and from the MARLIN Pro’s Hierarchy display, select the Tools Menu’s Transfer option. The Transfer display appears and the MARLIN Pro is ready to communicate with the host (continue data transfer operations from the host computer).

Figure 30. The Transfer Display. !

Use the Setup button to specify the communications interface as a direct Cable interface. ! During the download/upload process, if the host computer cannot establish communications, verify that ActiveSync is disabled, communications settings are properly configured in the PRISM4 software, and the Baud Rate setting is

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identical in the PRISM4 software and the MARLIN Pro. Reference the following How to Set the Baud Rate section and your PRISM4 User Manual for details. •

On the host computer, use PRISM4 data Transfer procedures to initiate the download/upload procedure.

As data transfer proceeds, the status on the Transfer screen changes to reflect information transferred to/from the host computer. The number of POINTs and SETs transferred are reported along with the number or Instruction Pages, Data Samples, and Notes. ! “SET” refers to both SET and machine hierarchy items in the PRISM4 database.

How to Set the Baud Rate Setting MARLIN Pro communication parameters is a simple matter of selecting the interface to the host computer and a baud rate to match the baud rate specified in the PRISM4 software. •

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Press the Transfer display’s Setup button to display the Transfer Setup communication interface display.

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How to Transfer Data Between the MARLIN Pro and PRISM4 Software How to Set the Baud Rate

Figure 31. The MARLIN Pro Transfer Setup of Communication Parameters. •

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Use the option buttons to specify the appropriate MARLIN Pro communications interface and baud rate.

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User Notes

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How To Collect MARLIN Pro Measurements Overview

How To Collect MARLIN Pro Measurements Overview Again, the Hierarchy display appears after logging in to the MARLIN Pro. All MARLIN Pro operations initiate from the Hierarchy display. indicates an open hierarchy item

indicates new data is stored for this POINT (ready to upload)

access data input form for the highlighted POINT

access Feedback display for the highlighted POINT

Figure 32. Hierarchy Display Data Collection Items. At the top of the display’s hierarchy list is the Non ROUTE hierarchy item. The Non ROUTE SET stores all

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measurement POINTs set-up on the MARLIN Pro (all POINTs that were not downloaded from PRISM4 software). ! Non ROUTE POINT setup is described in the following Adding New Non ROUTE POINTs section. All POINTs within ROUTEs must be added or modified from PRISM4. Beneath the Non ROUTE SET, the hierarchy list displays ROUTE hierarchy items downloaded from PRISM4 software.

ROUTE Instructions Using PRISM4 software, ROUTE instructions explaining the ROUTE may be created and stored with the ROUTE. When the ROUTE is downloaded to the MARLIN Pro for data collection, these ROUTE instructions accompany the downloaded ROUTE. If ROUTE instructions are downloaded with the ROUTE, an “Instruction Page” hierarchy item with a triangle indicator appears for each instruction page on the MARLIN Pro hierarchy list just below the downloaded ROUTE name. Highlight this Instruction Page hierarchy item and press the Collect button to view the downloaded ROUTE Instructions.

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How To Collect MARLIN Pro Measurements Navigating the Hierarchy List

Navigating the Hierarchy List open SET, press to close POINT with data stored since the last upload

POINTs without stored data closed SET, press to open

Figure 33. Hierarchy List Navigation Tools.

The Tree Menu In the hierarchy display, the Tree menu gives you access to several options for hierarchy navigation. Options in this menu allow you to quickly navigate the hierarchy list.

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How To Collect MARLIN Pro Measurements Navigating the Hierarchy List

Figure 34. The Tree Menu’s Hierarchy Navigation Options. Tree Menu Options are: All – Shows all items in the Hierarchy display. Overdue – Shows only items overdue for data. Global Open – Opens all hierarchy items. All ROUTEs, SETs, and Machines open to display all measurement POINTs. Places the highlight at the top of the list. Global Close – Closes all hierarchy items. Places the highlight at the top of the list. Go to Top – Places the highlight on the Non ROUTE hierarchy item at the top of the list. Go to Bottom – Automatically opens the last hierarchy ROUTE and its subsequent SETs, and places the highlight on the last POINT in the last SET.

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Refresh – Refreshes the Hierarchy Display, closing all hierarchy elements. Route – Select to places the highlight on either the Next or Previous ROUTE hierarchy item, or Delete the selected ROUTE..

SETs SET open/close indicators (minus sign or plus sign in the square symbols) appear to the left of all SET and ROUTE icons in a hierarchy list. The square with a minus sign indicates that a SET is open, displaying its subSETs and/or POINTs. The square with a plus sign indicates that the SET is closed, concealing all subSETs and POINTs.

Measurement POINTs With measurement POINT hierarchy items, a square around the POINT icon to the left of the POINT indicates data has been stored for the POINT since the last upload (these POINTs have been collected and are ready for the next upload). An icon without a square indicates POINTs without stored data, or with stored data that has already been uploaded. This method for displaying data collection status allows you to quickly see where you’ve been (squares around icons), and where you need to go (no squares).

General Data Collection Steps The MARLIN Pro utilizes a variety of data input forms depending on the type of measurement (MCD, VibPak, process, single-select or multi-select inspection), and your preferred method for entering process data (slider, bar, gauge or keypad data input forms).

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MARLIN Pro data collection is easy: 1.

Identify the machine or measurement POINT for which you wish to record data, and initiate its machine form or data input form.

2.

On the data input form, record and store the POINT’s data.

3.

Review the measurement’s results (if Display Review Form is enabled in Operator Preferences).

4.

Advance to the next measurement. ! The MARLIN Pro automatically advances to the next measurement within each ROUTE.

We first describe general methods for identifying and initiating data collection for any MARLIN Pro POINT, then describe the MARLIN Pro’s various data input forms in detail.

How To Identify Measurement POINTs and Initiate Data Collection There are two general methods to identify machines and POINTs, and initiate MARLIN Pro data collection; manual and automatic. “Manual” Hierarchy List Identification - Use the pen and touch sensitive hierarchy controls on the Hierarchy display to locate the machine or POINT in the hierarchy list. When the desired hierarchy item is highlighted, press the Hierarchy display’s Collect button (or press the yellow “Next” hardware button, if configured) to initiate data collection. The machine or POINT’s data input form appears. ! Once data collection is initiated, you may sequence through hierarchy list data collection using the stylus pen and Skip buttons on MARLIN Pro displays, or use

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the yellow “Next” hardware button (user defined). “Automatic” Measurement Identification - Use either MQC computerized studs or the MARLIN Pro’s built-in barcode scanner to automatically identify the machine or measurement POINT. MARLIN Quick Connect (MQC) Studs - An MQC computerized stud connection automatically locates and identifies the POINT in the MARLIN Pro hierarchy list, and automatically initiates the POINT’s data input form. Barcode Scanner - This option not available on the CMDM 5000.

Machine Display !

A “machine” hierarchy item is any hierarchy item from which ONLY measurement POINTs branch. For example, the Non ROUTE hierarchy item is considered a “machine” hierarchy item as only POINTs branch from it.

To view the Machine Display: Highlight a machine hierarchy item and press the Collect button, or Progress from the last POINT of the previous machine at the same hierarchy level (during data collection, press the checkmark button or Skip down on the last POINT of the previous machine), or Scan a location tag associated with a machine hierarchy item.

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The Machine display is split into three sections:

Figure 35. The Machine Display. The top of the form displays the machine’s ID and description (i.e. “NONROUTE,” or “SKF Motor: 100). The middle of the form displays the Machine Information, including the total number of measurement POINTs set up for the machine, and how many POINTs have an “overdue” collection status. The bottom of the screen displays Action buttons for specifying the machine’s condition during data collection. Machine Action buttons include: Machine not Operating – Saves a “Machine Not Operating” coded note for the first measurement POINT in the machine and automatically displays the

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Machine display for the next machine at the same hierarchy level. This selection provides a method for specifying the machine is not operating at the time of data collection, and sets up data collection at the next machine. Machine OK – When enabled in Operator Preferences, this button provides the operator a method to quickly describe the overall machine condition as “OK”, without collecting current data on the machine’s measurements. For machines with Single and Multi-Select Inspection POINTs, the Machine OK button specifies and stores the first non-alarm Inspection Result for each of the machine’s Inspection POINTs, then displays the Machine display for the next machine at the same hierarchy level. If no more machines exist at the same hierarchy level, the hierarchy display appears with the current machine’s ID highlighted. ! Process POINTs and MCD POINTs are not affected by the Machine OK button (no data is stored). Therefore, on the MARLIN Pro hierarchy list, their icon does not get a square around it (indicating data has not been collected), and they produce a “skipped POINT” result in PRISM4. Collect – Displays the first POINT’s data collection form, allowing the operator to begin data collection on the machine. Cancel – Closes the Machine form, displaying the hierarchy list.

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Machine Feedback Display

Figure 36. The Machine Feedback Display. To review a machine’s collected data, highlight the machine’s hierarchy item and press the Review button. The machine’s Feedback review display displays. The top and middle of the Feedback display again show machine ID and total POINT information. However, the bottom of the display now offers a Review POINTs action button which, when pressed, displays the Feedback review display for the first POINT branching from the machine. With the first POINT’s Feedback display on the screen, you may sequence through Feedback displays for the machine’s other POINTs using the up/down arrow buttons located at the bottom of the display.

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MARLIN Pro Data Input Displays Again, the MARLIN Pro uses a variety of data input displays depending on the type of measurement (MCD, process, or inspection), and depending on your preferred input display for recording process data (slider, bar, gauge, or keypad).

Process POINT Data Input Displays Depending on the process POINT’s setup, one of four data input displays appear when data collection is initiated for the POINT (slider, bar, gauge or keypad). Each input display is described below. date and time of previous reading, or new data entered message

POINT description Point ID

slide up/down to record the new value

alarm status indicator

alarm setpoint

write/type in the new value

SKIP to previous POINT/SET (without storing data)

attach notes to this POINT

SKIP to next POINT/SET (without storing data)

store new value, display “Review” screen, advance to next POINT

cancel, return to hierarchy display

Figure 37. The “Slider” Data Input Display. As with all data input forms, the previous recorded value and its alarm status show when the display initiates.

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SKIP Buttons - Use the SKIP buttons to skip data collection for the displayed measurement and advance to the previous (<<) or next (>>) POINT’s data input form. To input the new POINT value: •

Type in the new value directly in the numeric data entry box, the slider bar moves to represent the entered value and show its proximity to alarm set points, or

•

Using the pen, move the slider bar up/down to the desired value. The numeric data entry box at the bottom of the display updates to show the numerical equivalent of the slider position.

The display’s alarm status indicator immediately updates to reflect the new value’s alarm status. To store the new value and advance to the next POINT:

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•

Press the data input form’s OK command button (or press the yellow Next button). The new value is stored and the Feedback display automatically initiates (if the Display Review Form option is set to “Always” in Operator Preferences), allowing you to view current, last, and baseline information for the measurement and the measurement’s trend plot.

•

In the Feedback display, evaluate the measurement’s validity (compare its current value to its baseline and previous values) and note the measurement’s severity level, then press the Feedback display’s OK button (or press the yellow Next button) to exit the review mode and automatically initiate the next measurement’s data input form. ! Feedback display information and controls are fully described in the next section.

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To attach a note to the POINT during data collection: During data collection, operators may attach notes to POINTs. The MARLIN Pro provides two methods for entering notes: Text Notes - Use the stylus pen to write in or type a note. ! Press the Clear Text button to remove all text notes from the text box. Codes- Use the checkboxes to quickly enable one or more user defined notes downloaded from PRISM4. ! Press the Clear Codes button to disable all Codes area checkboxes.

lists all coded notes

clears all entered text notes

clears all selected coded notes cancels (does not save) new notes

saves all notes

Figure 38. The Notes Display.

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Text Notes Text notes allow you an opportunity to attach any text to a measurement during data collection. The attached note may be viewed in the MARLIN Pro’s Feedback mode, or after uploading, in PRISM4. To attach a “text” note to a POINT: •

From the data input form, press the Note button. The Notes display appears.

•

In the Notes display, press the stylus pen in the text area, and press the keyboard icon to activate the keyboard.

•

Type in the text note.

•

If you wish to delete an entered text note, press the display’s Clear Text button.

Coded Notes Coded notes allow you to easily select a “standard” note from a list of notes previously downloaded from PRISM4 software. Again, the attached note may be viewed in the MARLIN Pro’s Feedback mode, or in PRISM4, after uploading. To attach a coded note to a POINT:

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•

From the data input form, press the Note command button. The Note Input display appears.

•

In the Note Input display, press the checkboxes to enable one or more coded notes. Press an enabled checkbox once more to disable. ! Coded notes previously assigned to the POINT are already checked. ! If desired, use the Clear Codes button to quickly disable all checkboxes.

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•

Use the pen to (select) one or more coded notes to the POINT.

When all applicable notes have been selected, press the display’s OK command button to return to the Note Input display. The selected notes appear in the Codes area.

“Bar” Data Input Form Controls in the “bar” data input form operate as previously described for the “slider” data input form, except values and alarm setpoints are graphically displayed in bar form instead of slider form.

slide up/down to record the new value

alarm setpoints

Figure 39. Example of a Bar Data Input Form.

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“Gauge” Data Input Form Controls in the “gauge” data input form also operate as previously described for the “slider” data input form, except values and alarm setpoints are graphically displayed in gauge form instead of slider/bar form.

alarm setpoints move with pen to record the new value

Figure 40. Example of a Gauge Data Input Form.

“Keypad” Data Input Form Keypad data input forms dispense with graphic input and display methods (slider, bar, gauge). They offer numeric input and display only. Controls in “keypad” data input forms operate as previously described “slider” data input forms.

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!

A disadvantage to using the keypad data input form is its inability to display alarm setpoints.

Figure 41. A Keypad Data Input Form.

How to Collect Routine Inspection Data MARLIN Pro “Inspection” POINTs allow the operator to use the MARLIN Pro to routinely record visual observations or perform and record a physical test of some sort. During setup, alert and danger alarms settings can be assigned to specific inspection results. When the operator selects an inspection result associated with an alarm condition, pre-determined alarm messages provide immediate feedback to the data collection person.

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Depending on the inspection POINT’s setup, one of two data input forms appear when data collection is initiated for the POINT (single-select inspection POINT or multi-select inspection POINT).

Single-Select vs. Multi-Select Inspection POINTs Single-Select Inspection POINTs and Multi-Select Inspection POINTs both display five Inspection Results fields. The difference between the two inspection POINT types is the number of results the operator is allowed to select. ! During inspection POINT setup, you define up to five expected results for the specific inspection or test POINT. Single-Select Inspection POINTs - The operator may select only one of the five pre-defined Inspection Results as the one most accurate for the inspection POINT condition. Multi-Select Inspection POINTs - The operator selects as many of the five pre-defined Inspection Results as are appropriate to describe the inspection POINT condition.

Single-Select Inspection - Data Input Display In single-select inspection data input forms, the expected inspection results (up to five) appear as option buttons. •

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Use the stylus pen to select the inspection result that best matches current conditions.

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inspection results

Figure 42. A “Single-Select” Inspection Data Input Form. !

Other controls in the “single-select inspection” data input form, such as the SKIP buttons, operate the same as previously described “slider” process POINT data input form.

To store the inspection result and advance to the next POINT: •

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Press the data input form’s OK command button (or press the yellow Next button). The inspection result is stored and the Feedback display automatically initiates (if the Display Review Form option is set to “Always” in Operator Preferences).

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Figure 43. A Single-Select Inspection Feedback Display. •

In the Single-Select Inspection POINT Feedback display, observe the inspection result’s alarm status and, if applicable, the alarm message.

•

Press the Feedback display’s Done button (or press the yellow Next button) to exit the Feedback mode and automatically initiate the next POINT’s data input form.

Multi-Select Inspection - Data Input Form In multi-select inspection data input forms, the expected inspection results (up to five) appear as check boxes. •

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Use the pen to select as many inspection results as are currently applicable.

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inspection results

Figure 44. A “Multi-Select” Inspection Data Input Form. !

Other controls in the “multi-select inspection” data input form operate the same as previously described “slider” process POINT data input form.

To store the inspection results and advance to the next POINT: •

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Press the data input form’s OK command button (or press the yellow Next button). The inspection results are stored and the Feedback display automatically initiates, if configured in Operator Preferences.

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Figure 45. A Multi-Select Inspection Feedback Display. •

In the Multi-Select Inspection POINT Feedback display, use the pen to highlight each result and observe the result’s alarm status and, if applicable, its alarm message.

•

Press the Feedback display’s Done button (or press the yellow Next button) to exit the Feedback review mode and automatically initiate the next POINT’s data input form.

How to use Inspection Data Input Forms for Recording Process Data Single and Multi-Select Inspection POINTs are unique in their ability to immediately display pre-defined alarm messages for specific inspection conditions. These

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messages provide the operator with immediate, accurate corrective actions for alert or danger conditions. With some plant processes, it is possible to set up process data collection POINTs that utilize these alarm messages. To apply alarm messages to process POINT types (POINTs for which you enter numeric process data), set up the process POINTs as inspection POINTs (using incremental ranges for numeric process data input). The following two figures exemplify using a Single-select inspection data input form to enter plant process data, and the resulting alarm message(s). In this example, the pump’s pressure should always run below 150 PSI. In the POINT’s Setup, the “less than 150” Inspection Result is not assigned an alarm, the “150-160” Result is assigned the alert alarm, and the “higher than 160” Result is assigned the danger alarm. An example Inspection Feedback display follows.

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Figure 46. A Single-Select Inspection Data Input Form for Entering Plant Process Data. In this example, the POINT’s danger Alarm Message instructs the operator to switch to the spare pump and call his supervisor “Bill.”

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danger inspection result

danger alarm message

Figure 47. Example of a Process/Inspection Feedback Display. It should be noted that Inspection POINTs do not provide trend capabilities. If both trending and alarm messages are required, set up two POINTs, a standard process POINT for exact numerical data entry and trending, and a process/inspection POINT that provides alarm messages.

How to Collect MCD Probe Vibration and Temperature Measurements Using the MARLIN Pro Combining the MARLIN Pro with an MCD probe provides more powerful vibration and temperature monitoring. As mentioned earlier, vibration measurements include vibration velocity for general purpose machinery

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monitoring, and enveloped acceleration vibration for bearing and gear monitoring. ! You must attach the temperature magnet probe tip to the MCD probe to monitor temperature, or use an MQC computerized stud. To begin MCD Probe data collection with the MARLIN Pro:

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•

Using the provided cable, connect the MCD probe to the MARLIN Pro’s RS232 serial communications port.

•

Attach the MCD’s temperature magnet probe tip to the machine measurement POINT.

•

In the MARLIN Pro’s Hierarchy display, highlight the MCD POINT for which you wish to collect data. Or, attach the probe to an MQC computerized stud and press the MARLIN Pro’s yellow Scan button to scan the MQC stud. The MARLIN Pro automatically identifies the POINT and initiates its data input form. ! When using MQC smart studs, you must always connect the MCD probe to the stud prior to initializing the data input form.

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•

On the MARLIN Pro, press the Collect command button (or press the yellow Next button). The MCD POINT’s data input form appears.

Figure 48. An MCD Data Input Form. !

•

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As with all data input forms, the POINT’s previous recorded values and their alarm status show when the display initiates.

Press the display’s MCD button to initiate data collection (or press the Next hardware button, if configured). The display updates to show new vibration and temperature values and their alarm status. ! If you suspect data collection was not accurate, press the MCD button again to retake the POINT’s measurements.

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To store the collected vibration/temperature values:

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•

Press the data input form’s OK button (or press the Next hardware button, if configured). The new value is stored and the POINT’s Feedback display initiates, as specified in the Operator Preferences’ Display Review Form option, allowing you to view current vs. last vs. baseline information for the POINT’s velocity measurement and the velocity measurement’s trend plot. ! Each measurement in the MCD POINT is reviewed in sequence (velocity, enveloped acceleration, and temperature). ! The Feedback display is fully described in the following How to Review Collected Data section.

•

Press the velocity Feedback display’s OK button (or press the yellow Next button) to view the POINT’s enveloped acceleration measurement Feedback display.

•

Press the enveloped acceleration Feedback display’s OK button (or press the Next hardware button, if configured) to view the POINT’s temperature measurement Feedback display.

•

Press the temperature Feedback display’s OK button (or press the Next hardware button, if configured) to exit the Feedback mode and automatically initiate the next POINT’s data input form.

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How to Review Collected Data Overview

How to Review Collected Data Overview During data collection, Feedback review displays appear (if configured in Operator Preferences) after each POINT is recorded, allowing the operator to: •

Observe updated alarm indicators to monitor the recorded POINT’s severity level (and alarm messages with Inspection POINTs).

•

Evaluate the accuracy (validity) of the measurement (by comparing it to its previously recorded value).

•

Observe the measurement’s trend plot.

These same Feedback displays may be accessed at any time from the MARLIN Pro’s Hierarchy display.

How to Access Feedback Displays To initiate Feedback displays from the hierarchy: •

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In the MARLIN Pro’s Hierarchy display, highlight the POINT whose collected data you wish to review.

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•

Press the Review command button. The highlighted POINT’s Feedback display appears.

press to view or add notes stored with the POINT

press to select the Current value as the measurement’s baseline value

press to view the measurement’s trend plot

the value, date, and time of the most recent measurement

view next POINT’s Review form

the value, date, and time of the previous measurement

the value, date, and time of the selected baseline measurement current alarm level, changes from previous and baseline readings, and SPC results (if enabled)

Figure 49. A Feedback Display.

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•

Use the Feedback display’s information to analyze the measurement’s status.

•

Press the Feedback display’s down arrow button to advance to the next measurement’s Feedback display. ! SPC Results are discussed in the Statistical Process Control section. ! Note button operations are identical to those previously described in data input fields.

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How to Review Collected Data How to View a POINT’s Trend Plot

How to View a POINT’s Trend Plot Trend plots allow you to easily compare a measurement's most recent reading to its previous readings and alarm setpoints, allowing you to see how the POINT is “trending” over time. Trend plots are an easy and accurate method of detecting gradual changes in machinery condition, changes that might otherwise be overlooked. To view a measurement’s trend plot: •

Initiate the measurement’s Feedback display.

•

Press the Feedback display’s trend plot button next to the POINT ID and description. The Trend Feedback display appears.

value, date, and time of record identified by cursor

zoom in, zoom out

full scale setting alarm setpoints

crosshair cursor, tap another record to move cursor

min. scale setting

x-axis time range

Figure 50. A Trend Display.

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How to Review Collected Data How to View a POINT’s Trend Plot

To move the plot’s cursor: •

Press the pen to the data record whose information you wish to display above the trend plot.

To zoom in on the trend display: •

Press the zoom in button to initiate zoom mode. The zoom in button dims to indicate zoom mode is active.

•

Drag the pen tip from the left of the first record to the right of the last record you wish to display in the zoomed plot. The trend plot updates (the selected POINTs fill the trend plot area). The plot’s amplitude and time axes adjust accordingly.

•

Repeat this procedure to continue zooming in.

•

Press the zoom out button to return to the original trend plot (showing all records).

To view trend plots for other POINTs/measurements:

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•

Press the display’s Done button to return to the POINT’s Feedback display.

•

Press the up and down arrows to advance to the next POINT’s Feedback display, and then press the Trend button.

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Adding Non ROUTE POINTs Overview

Adding Non ROUTE POINTs Overview Always displayed at the top of the hierarchy list, the Non ROUTE SET stores all measurement POINTs set up on the MARLIN Pro (all POINTs that were not downloaded from PRISM4 software).

Figure 51. The Highlighted Non ROUTE SET. When uploading MARLIN Pro data to PRISM4 software, the PRISM4 software prompts whether to upload all Non ROUTE POINTs. If enabled, the PRISM4 software uploads all Non ROUTE POINTs into a Non ROUTE SET in the PRISM4 software. ! Non ROUTE data collection and review operations are identical to those already described.

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Adding Non ROUTE POINTs Adding Non ROUTE POINTs

Adding Non ROUTE POINTs The operator's access level must be Admin or Full to add, modify, or delete POINTs on the MARLIN Pro. To add a Non ROUTE POINT:

Figure 52. The Point Menu’s Add Option. •

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In the Hierarchy display, highlight the Non ROUTE SET, or any non-ROUTE POINT POINT, and select the Point menu’s Add option. The POINT setup display appears. ! When adding a new POINT, the new POINT is inserted immediately following the highlighted hierarchy item.

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Adding Non ROUTE POINTs Adding Non ROUTE POINTs

Figure 53. The MARLIN Pro POINT Setup Display. POINT setup fields are: Id - Enter up to 20 characters that identify the POINT. The specified POINT ID appears in the Non ROUTE hierarchy list. Description - Enter up to 32 characters that help identify the POINT. ! When interfacing the MARLIN Pro with SKF’s CMAC4200 Infrared Thermometer, use the Description field to specify the measured material’s emmisivity rating. For more information on setting emmisivity ratings, reference the Setting Emmisivity section at the end of this User Manual.

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Adding Non ROUTE POINTs Adding Non ROUTE POINTs

!

Since the POINT description appears on MARLIN Pro data collection displays, it may be useful to issue specific instructions to the operator (for example, “judge oil condition from spigot”) using the Description field.

POINT Type - Select the POINT's measurement type(s) from the drop down list. ! The Wild Card POINT type allows the operator to select any input form and type in a custom units string, providing a means to input and trend any process type variable. Schedule - Specify how often data should be collected. Location Method - Specify the method used to identify the POINT. Choices are: None, Barcode, or MQC ID. None - While collecting data, the POINT is manually identified using hierarchy list controls. Barcode - Not currently available on the CMDM 5000. MQC ID - An MQC computerized stud connection automatically locates and identifies the POINT in the MARLIN Pro hierarchy list, and automatically initiates the POINT’s data input form. Location Tag - Enter a unique identifier that links the POINT to a specific machine location. ! If Location Method is set to MQC ID, the Location Tag automatically uploads when data is collected from the stud and uploaded from the MARLIN Pro, and cannot be edited. POINT Setup display’s first page command buttons are:

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Adding Non ROUTE POINTs Adding Non ROUTE POINTs

Scan Tag - Press to automatically read and store the POINT’s Location Tag (using the specified Location Method process). The scanned Location Tag is stored with the MARLIN Pro POINT and automatically uploads to the PRISM4 database during an upload. This is the fastest and most accurate method for entering each POINT’s Location Tag into the MARLIN Pro/PRISM4 database. •

If the Location Method is set to MQC ID, connect the MCD probe to the MQC stud prior to pressing the Scan Tag button.

Clear Tag - Clears the POINT’s Location Tag, allowing you to correctly reenter the tag. Set Range - Displays the POINT setup Set Range display where you specify alarm settings, input form type, etc. for the POINT. ! Fields on Set Range setup displays vary depending on the type of POINT being configured (process POINT, MCD probe POINT, or Inspection POINT). Each is discussed below.

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“Process” POINT Set Limits Setup Display

saves settings and returns to the first page

Figure 54. A Process POINT Set Limits Setup Display. Set Limits Setup fields are: Alarm Type - Determines when an alarm is registered in relation to alert and danger alarm levels. •

Press the list box to view the choices (OFF, LEVEL, IN WINDOW, OUT OF WINDOW).

OFF - Disables the process POINT's alarms. Both the Upper and Lower Alarm Levels setup areas are dimmed (unavailable for this selection). LEVEL - Provides two alarm levels (Alert High and Danger High). The appropriate alarm is registered if the measured value is greater than either. When selected, the

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display’s Upper Alarm Levels area is enabled. The display’s Lower Alarm Levels fields are dimmed. To set “level” alarms: •

Ensure the check box to the right of the numeric entry box is enabled.

•

Write or type in the alarm setpoint value in the numeric entry box.

IN WINDOW - Provides four alarm levels. An appropriate alarm is registered if the measured value is between the Upper / Clear and the Lower / Clear values. Use the previously described method for enabling and setting each alarm level. This is the “OK” area Upper / Clear This is the Alert area Upper / Alert This is the Danger area Lower / Alert This is the Alert area Lower / Clear This is the “OK” area ! The Upper / Clear and Lower / Clear setup fields are always enabled; you must set appropriate values for these fields. Upper / Alert and Lower / Alert setup fields are optional. OUT OF WINDOW - Provides four alarm levels. An appropriate alarm is registered if the measured value does not fall between the upper / alert and lower / alert alarm settings. Typically used for temperature measurements. Use the previously described method for enabling and setting each alarm level. This is the Danger area Upper / Danger This is the Alert area

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Upper / Alert This is the “OK” area Lower / Alert This is the Alert area Lower / Danger This is the Danger area ! Upper and Lower alarm settings may be negative as well as positive. To edit the Scale area settings: •

Click the Scale button at the bottom of the screen. The following display launches:

Figure 55. The Process POINT Set Limits Scale Display Scale - Determines the full scale and minimum scale settings for process type POINTs. These settings display at

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the top and bottom of data input form displays (gauge, slider, and bar displays). Full Scale - Enter the maximum value to display on the input form graphic display (may be positive, negative, or zero). Min. Scale - Enter the minimum value to display on the input form graphic display (may be positive, negative, or zero). This value must be less than full scale. Form Type - Determines which data input form is used when collecting process data. Input form options are: Gauge Slider Bar Keypad Units: Write in or type the process POINT’s measurement units. •

Click OK to save Scale settings return to the Set Limits display. The new Scale settings will display in the Scale area. Click Cancel to return to the Set Limits display without saving.

•

After configuring Set Range settings, press the display’s OK button to save and return to the first page, or press Cancel to return to the first page without saving settings.

“Inspection” POINT Set Range Setup Display Set Range setup fields are identical for single and multiselect Inspection POINTs.

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Figure 56. An Inspection POINT Set Range Setup Display. Understanding Inspection Alarms and Alarm Messages Alert or danger Alarms may be assigned to each of the five pre-defined Inspection Results. In addition, an Alert Message may be assigned to alert alarms, and a Danger Message may be assigned to danger alarms. During data collection, if the operator selects an Inspection Result that is assigned an alert or danger Alarm status, the MARLIN Pro displays the appropriate Alert or Danger Message to the operator. This method provides a means of controlling actions in specific conditions. Inspection POINT Set Range setup fields are: Question - Enter a prompt that instructs the operator to perform the specific test or inspection. Examples are; “Check pH level” or “Describe lubricant condition.”

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Choices - Enter up to five expected results for the inspection or test. These should be the most likely results of the test or inspection. Examples are: possible lubricant conditions, a range of pH litmus test colors, machine operating/machine not operating choices, normal/louder than normal/extremely loud noise levels, etc. ! On the Machine form, the Machine OK button specifies and stores the first nonalarm Inspection Result for each of the machine’s Inspection POINTs. Therefore, when listing the POINT's Inspection Results, ensure the first nonalarm inspection result is the preferred default result. Yes/No - Enable when using a yes/no question to automatically set the first two choices to choices to “Yes” and “No” respectively. The other choices become unavailable. Alarms - Set each Inspection Result’s alarm assignment. Options are None, Alert, or Danger. To access the alert and danger messages fields, press the Messages button: Alert Message - This message associates with all Inspection Results assigned an alert alarm. Enter a message that displays to the operator when Inspection Results with an alert alarm assignment are selected by the operator. This message should inform the operator of his immediate actions in this “alert” situation. Danger Message - This message associates with all Inspection Results assigned an danger alarm. Enter a message that displays when Inspection Results with a danger alarm assignment are selected by the operator. This message should inform the operator of his immediate actions in this “danger” situation.

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•

•

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After defining the alert and danger messages, click the message Set Range display’s OK button to return to the first page.

After configuring the Inspection POINT Set Range settings, press the display’s OK button to save and return to the first page, or press Cancel to return to the first page without saving settings.

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“MCD Probe” POINT Set Limits for MCD Setup Display MCD probe POINTs store up to three measurements (vibration velocity, enveloped acceleration vibration, and temperature). Alarm settings and units for each data type are set in the MCD probe Set Limits for MCD setup display’s 3 screens.

Figure 57. The MCD Probe POINT Set Limits for MCD Setup Display – Accel. Enveloping Settings.

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Figure 58. The MCD Probe POINT Set Limits for MCD Setup Display – Velocity Settings.

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Figure 59. The MCD Probe POINT Set Limits for MCD Setup Display – Temperature Settings. Alarms Each measurement allows two “level” alarm settings, Alert and Danger. An appropriate alarm is displayed if the measured value is greater than either. To set MCD measurement alarms: !

•

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Accel. Enveloping, Velocity, and Temperature are configured individually in sequence.

Select the measurement type (Accel. Enveloping, Velocity, or Temperature) using the option buttons to configure each one in turn.

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•

Enable the alarm setting using the checkboxes to the left of each measurement’s numeric input fields. A numeric input box is made available.

•

Place the cursor in the alarm input field and press the keyboard icon to access the keyboard input, or use the MARLIN Pro’s built-in hardware keypad.

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Type in the alarm setting and press the OK button.

•

Repeat these steps to set alarm levels for all appropriate measurements.

Units For enveloped acceleration measurements, units are displayed as gE. For velocity measurements, units are displayed as IPS (English) or mm/s (metric). For temperature measurements, units are user defined. Default is Fahrenheit (English), or Celsius (metric). ! Access the Operator display’s Global Preferences area to modify unit settings (metric or english, and Fahrenheit or Celsius for temperature.) •

After configuring Set Range settings, press the display’s OK button to save and return to the first page, or press Cancel to return to the first page without saving settings.

Modifying POINTs/SETs !

The operator's access level must be Admin or Full to add, modify, or delete POINTs.

Modifying Non ROUTE POINTs is the primary Modify function. You can not modify the setup of POINTs

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downloaded from PRISM4 software except to scan in the SET or POINT’s Location Tag. ! If data has previously been collected for the POINT, the POINT drop-down list is unavailable for modification. To modify POINTs/SETs:

Figure 60. The Point Menu’s Modify Option. •

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In the Hierarchy display, highlight the POINT or SET whose configuration you wish to modify and select the Point menu’s Modify option. The specified POINT’s setup display appears.

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saves the modified POINT configuration

cancels Modify operation

Figure 61. The Modify POINT Setup Display. Setup display fields operate as previously described in the section titled Adding Non ROUTE POINTs. •

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Using both POINT setup and Set Range parameters, modify the POINT’s setup as desired (Location Tag only for downloaded POINTs) and press the first page’s OK button to save your changes. ! If data has previously been collected for the POINT, the POINT drop-down list is unavailable for modification.

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Adding Non ROUTE POINTs Deleting Non ROUTE POINTs

Deleting Non ROUTE POINTs !

The operator's access level must be Admin or Full to add, modify, or delete POINTs.

Figure 62. The Point Menu’s Delete Option. To delete Non ROUTE POINTs: •

In the Hierarchy display, highlight the Non ROUTE POINT you wish to delete and select the Point menu’s Delete option. You are prompted to confirm the deletion.

Modifying Machines Machines that are set up and downloaded to the MARLIN Pro from PRISM (in ROUTEs) can be modified on the MARLIN Pro. To modify a Machine:

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Highlight the desired Machine in the hierarchy list.

•

Select the Point menu’s Modify option. The Modify Set display appears.

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Adding Non ROUTE POINTs Modifying Machines

Figure 63. The Modify Set Display. The following fields are available in the Modify Set display: Id: - Displays the Machine name. Description: - Displays the Machine description. Last Modified: - Displays the data and time at which the Machine was last modified. Location Method: - Select the appropriate Location Method from the drop-down list. Location Tag: - Enter the barcode tag.

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Generating MARLIN Pro Reports Overview

Generating MARLIN Pro Reports Overview To ready the MARLIN Pro for Reports: •

Turn the MARLIN Pro on (resume mode) and launch the MARLIN Pro program.

•

From the MARLIN Pro’s Hierarchy display, select the Tools menu’s Reports option. The Reports display appears, allowing you to specify which POINTs to include in the report (Report Scope), the Report Type, and the Report Title.

Generating MARLIN Pro Reports Specify information to include in the Report in the following fields: Title - Allows you to input report title to appear at the top of the printed report. •

Place the cursor in the Title: text field and press the keyboard icon to activate the alphanumeric keyboard.

•

Type in the desired title. This will display on the report.

Report Scope Select which POINTs to include in the report using the option buttons. Select one choice only.

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Figure 64. The Report Selection Screen. Options are: All – Reports on all POINTs stored in the MARLIN Pro, including Non-ROUTE POINTs. Open Item(s) – Reports on all POINTs branching from all open hierarchy items (ROUTEs, SETs, and machines). Enables you to report only POINTs in specified (open) hierarchy items. Selected Item – Includes all POINTs branching from the selected hierarchy item (regardless of whether items branching from the selected item are open or closed). For example, if a ROUTE is selected (highlighted) and three SETs branch from the ROUTE, with each SET containing any number of POINTs, then all POINTs in all three SETs

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are included in the report, regardless of whether their parent SET is open or closed.

Report Type Select the type of report using the option buttons. Select one choice only. Options are: Exception - Produces a report of measurements in violation of their alarm settings, including Statistical Process Control (SPC) alarms. In the report, the type of alarm is represented by the following alarm conditions: Alarm Conditions Danger High Danger Low Alert High Alert Low SPC Inspection Alert Inspection Danger Last Measurement - Reports the last measurement values for POINTs included in the report scope. Overdue - Produces a report of all POINTs that are overdue for measurement (POINTs whose most recent measurement timestamp plus the POINT’s Schedule setting is older than the current system time). End of Shift – For the specified Report Scope, produces a report of all POINTs with new data (data collected since the last upload). History - For the specified Report Scope, produces a report of all POINTs that have “coded” or “user” notes attached. Statistics - Produces a report of statistics for all SETs specified in the Report Scope. Statistics include the total number of POINTs in each specified SET, the number of

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POINTs in alarm for each specified SET, and the overdue POINTs in each specified SET. •

After specifying the report’s scope, title, and report type, press the View button located at the bottom of the display to launch the HTML report on the MARLIN Pro. ! PRISM4 Surveyor software provides a variety of report formats for data uploaded from the MARLIN Pro.

Figure 65. An Example Report View.

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Statistical Process Control Overview

Statistical Process Control Overview When the MARLIN Pro’s SPC feature is enabled in the Operator Preferences setup area, 18 Statistical Process Control rules apply to process trends. ! The operator must have stored at least 30 data records for the MARLIN Pro to enable the SPC feature. During data collection, when you press the OK button to record the current value, the value is automatically compared to the 18 SPC rules. If any rules are violated, an appropriate message is displayed prior to viewing the measurements Feedback display (i.e., Process out of control (Rule 4).) The 18 rules and their corresponding messages are listed below:

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1.

Rule - A record is above the upper control limit. Message - Upper control limit exceeded. ! A record is a stored measurement value.

2.

Rule - Of three consecutive records, two are more than two standard deviations above the centerline. Message - Process out of control (Rule 2). ! Standard deviation - The positive square root of the expected value of the square of the difference between a random variable and its mean.

3.

Rule - Two consecutive records are more than two standard deviations above the centerline. Message - Process out of control (Rule 3).

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4.

Rule - Of five consecutive records, four are more than one standard deviation above the centerline. Message - Process out of control (Rule 4).

5.

Rule - The last four consecutive records are more than one standard deviation above the centerline. Message - Process out of control (Rule 5).

6.

Rule - Seven consecutive records are above the centerline. Message - Process out of control (Rule 6).

7.

Rule - The last six records are monotonically increasing. Message - Process out of control (Rule 7). ! Monotone increasing function - A function which never decreases, that is, if x ≤ y then f(x) ≤ f(y)

8.

Rule - Of the last ten consecutive values, eight are in a monotonically increasing pattern. Message - Process out of control (Rule 8).

9.

Rule - Given two consecutive records, the second is at least four standard deviations above the first. Message - Process out of control (Rule 9).

10. Rule - A record is below the lower control limit. Message - Lower control limit exceeded. 11. Rule - Of three consecutive records, two are more than two standard deviations below the centerline. Message - Process out of control (Rule 11). 12. Rule - Two consecutive records are more than two standard deviations below the centerline. Message Process out of control (Rule 12). 13. Rule - Of five consecutive records, four are more than one standard deviation below the centerline. Message - Process out of control (Rule 13).

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14. Rule - The last four consecutive records are more than one standard deviation below the centerline. Message - Process out of control (Rule 14). 15. Rule - Seven consecutive records are below the centerline. Message - Process out of control (Rule 15). 16. Rule - The last six records are monotonically decreasing. Message - Process out of control (Rule 16). 17. Rule - Of the last ten consecutive values, eight are in a monotonically decreasing pattern. Message - Process out of control (Rule 17). 18. Rule - Given two consecutive records, the second is at least four standard deviations below the first. Message - Process out of control (Rule 18).

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User Notes

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Emmisivity Setting Emmisivity

Emmisivity Setting Emmisivity The amount of infrared energy radiated by an object depends on its emmisivity and its temperature. The emmisivity depends on the type of material being monitored and its surface characteristics. For more accurate non-contact temperature readings, adjust the POINT’s emmisivity value for the type of material being measured. A table of materials and their emmisivity ratings is found in Appendix E of your SKF CMAC4200 Infrared Thermometer User Manual. On the MARLIN Pro (or in PRISM4), use the temperature POINT’s Description field to specify the emmisivity rating for the type of surface being measured by the POINT. For example, a painted surface has an emmisivity rating of 0.93, a steel surface 0.80, etc. When the temperature reading is collected with SKF’s CMAC4631 Infrared Thermometer, the device is automatically calibrated by the specified emmisivity value and produces a more accurate temperature reading. To specify a POINT’s emmisivity rating on the MARLIN Pro or in PRISM4: •

In the POINT’s Description field, enter “..E0.##” or “..e0.##”. Where ## represents the numerical emmisivity rating between .10 and .99. There can be no spaces between the first “.” and the last number specified.

Some examples of emmisivity ratings as specified in the POINT Description field are: For a painted surface - ..E0.93 For a plastic surface - ..e0.95

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Emmisivity Setting Emmisivity

For a steel surface - ..E0.80

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Windows CE Operating System / System Settings The CMDM 5000 Unit

Windows CE Operating System / System Settings The CMDM 5000 Unit The CMDM 5000 is shipped with Windows CE operating system and the MARLIN Pro program loaded on the onboard Flash system memory. The main screen is the Windows CE shell from which the Windows browser (the “desktop”) can be opened along with other applications which are loaded into the instrument, such as the MARLIN Pro program. The CMDM 5000 PCMCIA interface can accept both Flash and SRAM memory cards and can also accept any Type I or Type II card that is supported with a Windows CE driver. ! PCMCIA card functionality is not available for user access in the MARLIN Pro-IS. The CMDM 5000 can be powered from the internal (Lithium Ion) Battery or from an external DC supply. The CMDM 5000 has an internal backup battery which maintains the system settings if the unit’s battery pack become discharged or be removed while the unit is not being powered from an external DC supply. ! Reference the Battery Operations section of this User Manual for more information.

System Modes The CMDM 5000 has two modes:

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Windows CE Operating System / System Settings Bootloader Configuration

Bootloader Configuration The Bootloader is initialized when the power has been initial applied, or when the unit has experienced a hardware (“cold”) reset. Program and Process held memory shall be maintained following this operation. CE Operation This is the default Windows condition.

Bootloader Configuration The Bootloader screen displays the unique serial number of the unit and also gives the user three options.

Figure 66. The Bootloader Configuration Screen. To select any of these options, press the respective numeric keys on the hardware keypad. Select option 1 (Run Windows CE) to load Windows CE and begin using the MARLIN Pro program. The screen will go blank. At this point, the unit is in suspend mode, and the red power button must be pressed. It may take several seconds to configure the instrument. The touch screen calibration display launches.

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Windows CE Operating System / System Settings Windows CE Operating System

Windows CE Operating System For more information on the Windows CE Operating System and its applications, access the Windows CE online help on your CMDM 5000. To access the Windows CE help:

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•

Press the Start menu button.

•

Select the Help option. The Help Contents display launches. ! If you have an application open when you select the Start menu’s Help option, the help file associated with the current application launches. Press the All Topics button at the top of the screen to view all Windows CE help.

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Windows CE Operating System / System Settings Windows CE Operating System

User Notes

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Specifications MARLIN Pro and MARLIN Pro IS Specifications

Specifications MARLIN Pro and MARLIN Pro IS Specifications Physical Characteristics •

Weight – 650 grams (1.4 lbs) with battery

•

Dimensions 186 mm x 93 mm (7.3” x 3.7”) at narrowest point 186 mm x 134 mm (7.3” x 5.3”) at widest point

•

Display – ¼ VGA, 240 pixels x 320 pixels touch screen Backlight LCD – 58 mm x 77 mm (2.3” x 3.0”) viewable 4 level gray scale

Performance Characteristics

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Icon Controls – Power Status and Screen Contrast

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Touch Panel •

MARLIN Pro - Resistive, 180 dots per inch / 70 dots per cm

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MARLIN Pro IS – Resistive, 40 dots per inch / 15.6 dots per cm

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Pen – Passive

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Keypad Two (2) Enter buttons Numeric Keypad (with Alt and .-) Four arrow buttons Power button

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Microprocessor •

MARLIN Pro - MIPS R3000 @ 75 MHz

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MARLIN Pro IS – MIPS R4000 @ 50 MHz

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Operating System – WinCE

•

Memory

•

•

•

MARLIN Pro OS Storage (for WinCE and Applications): 16 Mbytes FLASH Disk (for Applications and User Data): 4 Mbytes FLASH Internal RAM: 16 Mbytes RAM

•

MARLIN Pro IS OS Storage (for WinCE and Applications): 16 Mbytes FLASH Disk (for Applications and User Data): 4 Mbytes FLASH Internal RAM: 8 Mbytes RAM

Compact Flash Slot •

MARLIN Pro - One (1) type I or II, user accessible

•

MARLIN Pro IS – One (1), not user accessible

Communications Ports – Physical RS232 and IRDA. (MARLIN Pro IS - up to 115 K for each)

Power •

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Battery •

MARLIN Pro – Lithium Ion ! P/N CMAC 5101

•

MARLIN Pro IS – Nickel Metal Hydride

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Specifications MARLIN Pro and MARLIN Pro IS Specifications

! •

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P/N CMAC 5101-IS

Battery Usage •

MARLIN Pro – 12 hours

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MARLIN Pro IS – 6 hours

Recharge Time •

MARLIN Pro – 2.5 hours

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MARLIN Pro IS – 6 hours (charge in instrument only)

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Backup Battery – Rechargeable Nickel Metal Hydride (NiMh)

•

Main Power – Can be permanently powered via power adapter •

MARLIN Pro – Power Supply P/N CMAC 5150

•

MARLIN Pro IS – Power Supply P/N CMAC 5150-IS

Hazardous Area Ratings •

MARLIN Pro Non-Incendive for: Class L, Division 2, Groups A, B, C, D Suitable for: Class II, Division 2, Groups F, G Suitable for: Class III, Division 2, Nonconductive Dust only

•

MARLIN Pro IS Certification: CENELEC EN50 020 for: Group II (Petrochemical) Eex ia IIC T4. ATEX directive

User Environment •

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Drop Specification – 2 meters (6.6 feet) (MIL-810E)

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Sealing – IP65

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Operating Temperature Range – - 10° C to +50° C (+14° F to +140° F)

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Storage Temperature Range – -20° C to +60° C (4° F to +140° F)

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Relative Humidity – To 80% non-condensing

Software Characteristics Global Settings •

System English or Metric Operator ID Format Language Password Protected (four levels)

Display •

Hierarchy MS Explorer Style Unlimited Levels Visual Indication or Data Storage Scroll Bars Pen Interface

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Trend Plots Cursor Zoom Alarm Overlay

Alarming

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Threshold Alert Danger

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Window In Window

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Out of Window % Changes Last Measurement Baseline •

SPC (Statistical Process Control) 18 Rules

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Alarm Messages (User Defined) Inspection Points

Navigation •

Quick Hierarchy Navigation Guide

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ROUTE Download From PC Software Smart Stud

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Non-ROUTE Key in POINT Setup Smart Stud

General

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Pen Based Interface

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Icon Driven

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Virtual Key Pad

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Forms (Collect) Virtual Analog Gauge Slider Bar Text Inspection (Customizable) Status Bar Machine - Machine OK - Machine Not Operating - Collect

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Notes Free Form up to 43 Characters Coded Notes (up to 50)

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Forms (Review) Current Reading Last Reading Baseline Reading Alarm Summary Date/Time Units on Parameter SPC Rule Status POINT ID and Description

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Reports Exception Last Measurement End of Shift Schedule Overdue History Statistics

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Index A access level, 54, 100 activesync, 16 disabling, 63 add point, 100 adding operators, 54 administration options, 53 alarm, 104, 114 inspection, 110 messages, 6, 84, 87, 89, 92, 110 setpoints, 107 type, 105 alarms in window, 106 level, 105 out of window, 106 alert message, 110 alphanumeric keyboard, 36 arrow buttons, 12

B backup, 45 bar display, 82 barcode scanner, 74, 103 battery, 15 charging, 24, 34 installation, 24, 32 operations, 31 replacement, 33 replacing, 33 temperatures, 33 battery power, 10 bootloader configuration, 18, 129

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C cables, 21 cenelec, 2 check boxes, 44 cleaning, 34 clear tag, 104 coded note, 80, 81 cold boot, 17 collecting data, 68 command buttons, 44 cancel, 44 OK, 44 communications, 19, 31 parameters, 63, 65 communications interface, 64

D danger message, 110 data input, 43, 79, 108 reviewing, 96 transfer, 63 data collection, 68, 72 MCD probe, 92 temperature, 92 vibration, 92 data input displays, 78 multi-select inspection points, 87 process point, 78 single-select inspection points, 85 data manager, 1 delete database button, 50 deleting non-route points, 117 deleting operators, 58 deleting points, 117 description, 102 display contrast, 13

Index - 1

display review form?, 55 downloading, 63

E editing input, 43 emmisivity, 127 setting, 127 emmisivity rating, 102 enable machine ok, 57 erasing characters, 43 exit mode, 14 exiting the MARLIN Pro, 14, 15, 28 exiting the program, 33, 35

F feedback display, 87 feedback displays, 96 form type, 108 full scale, 107

G gauge display, 82 generating reports, 119 global preferences, 60

H hand strap, 12 adjusting, 29 hardware back view, 13 hardware keypad, 12 hardware preferences, 59 hierarchy display, 50

Index - 2

I icon, keyboard, 37 ID, 102 in window, 106 infrared thermometer system configurations, 5 input erasing, 43 MCD, 39 input form, 104 input methods, 36 inspection, 6 data collection, 84 result, 6, 84, 85 types, 85 inspection point set range, 108 inspection points, 89 inspection results, 110 instructions, route, 69 intrinsically safe, 2 IRDA connection, 19

K keyboard, 36 keyboard icon, 37 keyboard input, 36 keypad, 83 keypad data entry display, 83

L LCD display, 8 list boxes, 43 location method, 103 location tag, 103, 115 logging on, 47

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M machine modifying, 117 not operating, 75 machine display, 74 machine feedback display, 77 machine OK, 76 MARLIN Pro, 1 applications, 5 as a stand alone device, 4 back view, 13 cleaning, 34 data input displays, 78 hardware preferences, 59 input methods, 36 measurement types, 5 storing, 35 system configurations, 4 MARLIN Pro IS, 2 MCD accel. enveloping, 112 temperature, 114 velocity, 113 MCD probe data collection, 92 input, 39 system configuration, 4 MCD probe measurements, 7 measurement identification, 74 measurement points, 72 measurement types, 5 memory, 21 menu, 14 menu bar, 44 menus, 44 options menu, 45 point menu, 47 tools menu, 45

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tree menu, 46, 70 messages, 110 alert, 110 danger, 110 min. scale, 108 modifying preferences, 57 modifying sets, 117 modifying setups, 115 MQC stud, 74, 103 data collection, 93 system configuration, 5 multi-select inspection, 85, 87

N navigation display, 50 non route, 68, 100 note attaching, 80 coded, 80, 81 codes, 80, 81 text, 80 numeric keypad, 36

O open nodes, 120 operator preferences, 48 operator preferences, 52 option buttons, 44 options menu, 14, 15 out of window, 106

P password changing, 50 initial, 49

Index - 3

reset, 57 pen, 30, 36 point type, 103 power button, 8 power supply/battery charger, 9, 15, 19, 20, 27, 31 power up options, 25 preferences, 24, 48, 52 global, 60 hardware, 59 modifying, 57 setting, 58 PRISM4 surveyor, 122 process measurements, 6 using inspection input form, 90 protective screen cover LCD screen cover, 8

Q question, 109

R report end of shift, 121 exception, 121 history, 121 last measurement, 121 overdue, 121 statistics, 121 title, 119 report generation, 119 report scope, 119 report type, 121 reports, 5 resetting the MARLIN Pro, 16 restore, 19, 26, 45 resume, 27

Index - 4

reviewing data, 96 route, 62 instructions, 69 RS232 connection, 19

S safety precautions, 21 scale, 107 settings, 107 scan required, 55 scan tag, 104 scanner, 74 schedule, 103 scroll buttons, 12 scrolling, 44 selected nodes, 120 serial number, 59 set modifying, 117 set limits MCD, 112 set range, 104, 105, 108 question, 109 sets, 72 severity level, 79 show previous data, 57 single select inspection, 85 single-select inspection, 85 skip POINT, 79 slider display, 78 SPC, 123 enabled, 56 SPC rules button, 56 specifications, 132 splash screen, 47 statistical process control, 56, 123 storing, 35

MARLIN Pro User Manual

stylus calibration, 13 stylus pen, 30, 36 suspend mode, 9, 26 system configurations, 4

T temperature data collection, 92 units, 60 text boxes, 43 text note, 80 title screen, 47 transfer, 62 setup, 65 status, 63 tree menu, 70 trend plot, 92, 98 trigger buttons, 12, 60

W warm boot, 16, 27 windows CE help, 130 windows CE license agreement, 3 windows CE operating system, 128, 130 windows CE start menu, 10

Y yes/no checkbox, 110

Z zoom in/out, 99

U units, 60, 108, 115 system, 60 temperature, 60 uploading, 63

V version number, 48 VibPak probe system configuration, 5 vibration data collection, 92 viewing reports, 121

MARLIN Pro User Manual

Index - 5

Index - 6

MARLIN Pro User Manual