mta manual

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Users Manual

MTA for Windows

Baker Instrument Company

4812 McMurry Ave. Suite 100

Fort Collins, CO 80525(970) 282-1200

(970) 282-1010 (FAX)

800-752-8272 (USA Only)

[email protected]

Baker Instrument Company assumes no liability for damages consequent to the

use of this product. Any and all parameters preset in the software for test and

analysis are suggested values to initiate quick and productive use of this product.

No responsibility or liability is assumed for these preset parameters asrepresenting authorized standards of test or analysis.

Baker is a registered trademark of Baker Instrument Company.

Copyright 2005, Baker Instrument Company, 4812 McMurry Avenue, Fort

Collins, CO 80525.

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Software License Agreement

Baker Instrument Company (hereafter known as Baker) provides an executable

and supporting programs on the express condition that you agree to this softwarelicense. By using any of the enclosed diskette(s), you agree to the following

conditions. If you do not agree with these terms & conditions, please return the

products to your Baker representative within three days after purchase and yourpurchase price will be refunded in full.

1) This software and the diskettes on which it is contained (the Licensed

Software) are licensed to you, the end user, for your own internal use. You donot obtain title to the licensed software or any copyrights or property rights in

the licensed software. You may not sublicense, rent, lease, convey, modify,

translate, convert to any programming language de-compile or disassemble the

licensed software for any purpose whatsoever.

2) The driver software is licensed solely on a as-is basis. All warranties and

representation of any kind with regard to the licensed software are hereby

disclaimed, including the implied warranties of merchantability and fitness for a

particular purpose. Under no circumstances will the manufacturer or developerof the licensed software be liable for any consequential, incidental, special or

exemplary damages even if apprised of the likelihood of such damagesoccurring. Some states do not allow the limitation or exclusion of liability for

incidental or consequential damages, so the above limitation or exclusion may

not apply to you.

3. Site licenses are available to use the program on multiple computers at a

single plant facility. Please contact Baker should you require furtherinformation about the site license opportunity.

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Warranty Information

All products manufactured by Baker Instrument Company are warranted against

defective materials and workmanship for a period of one year from the date ofdelivery to the original purchaser. Any product that is found to be defective

with the warranty period will, at the option of Baker Instrument Company, be

repaired or replaced. This warranty does not apply to products damaged byimproper use. The Purchaser shall assume all responsibilities and expense for

removal, reinstallation, freight or On-Site service charges in connection with

the foregoing remedies.

Companys liability to purchaser relating to the product whether in contract or intort arising out of warranties, representations, instructions, installations, or

defects from any cause, shall be limited exclusively to correcting the product

and under the conditions as aforesaid.

Components of MTA for Windows are covered by Baker Instrument Company.

Any component not manufactured by Baker Instrument Company are covered

by the respective manufactured warranties and NO additional warranty from

Baker Instrument Company is offered or implied. Enclosed materials from themanufacturer and source of these items describe the only warranty pertaining to

these items.

IN ITS COMMITMENT TO SERVICE EXCELLENCE, BAKER

INSTRUMENT COMPANY WILL HELP FACILITATE OBTAINING

NECESSARY WARRANTY SERVICE, FROM THE RESPECTIVE

MANUFACTURER, NEEDED FOR PRODUCTS NOT

MANUFACTURED BY BUT RESOLD THROUGH BAKER

INSTRUMENT COMPANY. IT SHOULD BE NOTED THAT THIS MAY

ADD ADDITIONAL TIME TO THE TIME REQUIRED FOR SERVICE

WHEN DEALING DIRECT WITH THE MANUFACTURER, AND THAT

BAKER INSTRUMENT COMPANY ASSUMES NO RESPONSIBILITY

TO CONTROL THE LEVEL OF OR TIME NEEDED FOR OTHERMANUFACTURERS TO PROVIDE THEIR WARRANTY OR OTHER

SERVICES.

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Users Manual.............................................................................................. 1

CHAPTER 1: MTA INSTALLATION........................................................... 7

MTA for Windows Compatible Operating Systems......................................9Minimum Computer Requirements...............................................................9Configuring the PCs Parallel Port .............................................................9

Computer Bios Settings............................................................................ 9Installing MTA for Windows 98/ME/2000/XP ...........................................10

CHAPTER 2: GETTING STARTED ............................................................11

THE BIG IDEA .................................................................................................13STARTING MTA SOFTWARE ...........................................................................13

Finding Motors ..........................................................................................14The Explore Tab.........................................................................................15The Motor ID Tab ......................................................................................15The Route Tab ............................................................................................16

Adding a Route ......................................................................................16Renaming a Route.................................................................................. 17Deleting a Route.....................................................................................17Editing Motor IDs on an existing Route ...............................................17

Viewing Data.............................................................................................. 18The Data Tab..........................................................................................18Data Tab, Nameplate View:................................................................... 19Adding a New Motor .............................................................................20Updating an Existing Motors Nameplate Information..........................20Deleting an Existing Motor from the Database......................................21Data Tab, Application View: .................................................................21Data Tab, Results Summary...................................................................22Data Tab, Surge Views: .........................................................................23Data Tab, PI View..................................................................................24

The Tests Tab .............................................................................................24Test Configuration .................................................................................26

Temperature/Resistance Configuration/ Data Acquisition Dialog.........26Megohm/PI/HiPot Configuration/Data Acquisition Dialog.......................29

Surge Configuration/Data Acquisition Dialog.......................................30The Trending Tab.......................................................................................33

Resistance .................................................................................................. 33Insulation Resistance/Megohm..............................................................34HiPot ......................................................................................................35PI............................................................................................................35Relative Humidity..................................................................................35Special Software Trending Features.......................................................35

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CHAPTER 3: EXAMPLE TEST.................................................................... 37

CREATING A MOTOR ID.................................................................................. 39CREATING A TEST ID......................................................................................41

Configure Temperature/Resistance............................................................43Configure Megohm/PI/HiPot Tests............................................................45Configure Surge Test .................................................................................46

Generic Test IDs versus Specific Test IDs............................................... 47RUNNING A REAL-TIME TEST SEQUENCE .......................................................47

Saving Data................................................................................................54Reviewing Test Results/Data......................................................................54

CHAPTER 4: DATABASE MANAGEMENT ............................................. 65

DATABASE MANAGEMENT .............................................................................67Consequences of Not Organizing Data......................................................67

Motor ID Field ...........................................................................................68Motor Location Fields ...............................................................................68Multiple Databases .................................................................................... 69Opening a Database................................................................................... 69Creating a New Database ..........................................................................70

DATA TRANSFER.............................................................................................70Transferring Motor and Test Result Data...............................................71Transferring Test IDs................................................................................ 74

Archiving a Database.................................................................................75Restoring a Database................................................................................. 77

CONVERTING AN OLDER DATABASE...............................................................79Converting the Data...................................................................................80

APPENDIX I: FIRMWARE..........................................................................83

CHECKING FIRMWARE VERSION .....................................................................85Firmware Version 3.+................................................................................85

APPENDIX II: INSTALLING FIRMWARE............................................... 87

INSTALLATION

INSTRUCTIONS FOR

MTA FIRMWARE

.....................................89INDEX...............................................................................................................95

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CHAPTER 1: MTA INSTALLATION

Inside..

Installation

MTA for Windows Compatible Operating Systems

Configuring the PCs Parallel Port

Computer Bios Settings

Installing MTA for Windows 98/ME/2000/XP

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Installation

If installing version 2.2 or greater over an installation of MTA for Windows

versions 2.1.4 or older, uninstall the older version first, before installing the

newer version. Uninstall by clicking on the Start Settings Control Panel,then by clicking on the Add/Remove Programsicon. Select Digital MTA to

uninstall. This will delete only the program files and icons associated with theMTA software and will not delete any data. However, it is always important to

make backups of your data as unforeseen events do occur.

MTA for Windows Compatible Operating Systems

Windows 98/ME

Windows 2000/XP (Recommended)

Must have Internet 5.0 or higher

Must be able to install the MDAC 2.5sp3 or higher (Installs the Jet

Engine 4.0, for the Access Database)

Minimum Computer Requirements

Pentium II

400 MHz

64 MB memory

20 MB Hard Drive Space

ECP-Parallel Port

Configuring the PCs Parallel Port

Note: Most new computers have ECP set as default. Re-configure port only if

communication with tester does not work or if the port is not set to ECP.

Computer Bios SettingsThe parallel port on the PC used with MTA for Windows must be set up inorder for MTA to acquire data. The parallel port must be configured as an

ECP parallel port in the computers BIOS or on the parallel port card.Consult the PCs manuals for instructions on how to configure parallel

ports.

Rebooting the computer is necessary for BIOS setting modification. Using

the computer specific keystroke from your PCs manual, check the BIOS

settings prior to Windows operating system restarting. This specifickeystroke enables the BIOS program, which is used to setup the parallel

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port. This keystroke varies from one computer to another. Many computers

use Del, Esc, or the F10 key. Most computers in use today use the

BIOS written by Award or Phoenix Technologies. Modification instructions

for BIOS settings can be obtained from their associated web sites. They

can be reached at www.award.comand www.phoenix.com.

Installing MTA for Windows 98/ME/2000/XP

To install MTA for Windows, insert the install CD into the computers CD-

ROM drive, the install process should start automatically. If computer does not

have the auto-run feature enabled for the CD drive, run setup.exe from the CD.

The install program self guides through the installation process. The filesinstalled include the MTA.exe, dynamic link libraries (.dll) from Microsoft that

allow MTA for Windows to run, Microsoft Jet Database Engine dlls, and a

folder for saving test data. The Dlls are Microsofts and only install if non-existent or an older version is found.

Note Windows 2000/XP installs: Baker has written a kernel driver based on

the Microsofts parallel.sys driver. The MTA for Windows installation program

automatically installs the Baker driver in the c:\winnt\system32\drivers folder.The driver is called BICParallel.sys. It is loaded upon booting the computer. In

order for this driver to install the profile used must have administrative rights.

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CHAPTER 2: GETTING STARTED

Inside

The Big Idea

Starting MTA Software

Finding Motors

The Explore Tab

The Motor ID Tab

The Route Tab

Adding a Route

Renaming a Route

Deleting a Route

Editing Motor IDs on an Existing Route

The Data Tab

Nameplate View

Application View

Results Grid View

Surge View

PI View

The Tests Tab

Temperature/Resistance Test Screen

Megohm/PI/HIPOT Test Screen

Surge Test Screen

The Trending Tab

Resistance

Insulation Resistance/Megohm HiPot

PI

Relative Humidity

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The Big Idea

The MTA software works by performing pre-configured tests on pre-configuredmotors. The pre-configured tests are called Test IDs. A pre-configured motor is

called a Motor ID. The Motor ID is stored in the MTAs database along with the

Test ID to be used when testing that motor. Additional information about themotor such as the manufacturer, serial number, horsepower rating, frame size,

speed, operating voltage and current is also stored in the Motor ID. New motors

can be entered into the database or existing motors can be updated.

To view test results for a given motor or to perform a test on a motor, it mustfirst be selected from all the other motors in the MTAs database. The left of the

display is used to find and select a motor. The right of the screen is used to view

test result data and run tests.

The Test ID consists of all test parameters to be used when performing tests on a

motor. Details such as test voltages, pass or fail criteria, and test times are

contained in a Test ID. These Test IDs are named and defined by the user.

There are already several Test IDs created by Baker Instrument Company forseveral different machines. Usually, the most important parts of a Test ID are

the test voltages. Therefore, a Test ID is named after the operating voltage of the

motor. Several motors can share a single Test ID. For example, all 480 volt

motors can use the same Test ID.

Starting MTA Software

To start MTA, locate and

double click the MTA

icon on the computers

desktop. The MTAsoftware will start and

present a window givingthe opportunity to create anew database, select the

most recently used

databases, or browse formore databases.

Fig 2.1: Selected Database

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After selecting a database, the following window appears:

The main MTA window is split into two panes. The left pane contains threedifferent tabs that facilitate browsing through the motors in the database: the

Explore Tab, the Motor ID Tab, and the Route Tab. The right pane contains

three more tabs, which allow the viewing of test results and acquisition of test

data.

Finding Motors

The left side of the opening screen is used to navigate through the motors within

the opened database. Three methods areprovided: an Explore Tab where the motor

location is shown in a three level Tree View,

a Motor ID Tab where a alphabetical list of

Motor IDs can be used to locate a motor by

typing the first few characters of the Motor ID, and a Route Tab whereredefined lists of motors can be used, such as in predictive maintenance.p

Fig 2.2: Selected Database

Fig 2-3: Finding Motors

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Fig 2-4: Explore Tab

The Explore Tab

rnd

,

plus sign or contract a location by clicking on the

the

to

n the letters

le

ted

the Displaybutton to select the desired

otor ID.Fig 2-5: Motor ID Tab

The Explore tab offers a tree structure to assist

selection of a particular Motor ID. The two uppelevels of the tree correspond to the location a

building that the physical motor is housed.

Location and Building are the default tree labels

but are changeable labels for the motor location

fields. The lowest level is the Motor ID. Forexample, in the view below the selected Motor ID

CnVyr23BLine2-22R, is at the Willow Ridge

plant, Unit 22R. By clicking on a Motor ID, thatmotors data is recalled and becomes the current

motor. Expand a motor location by clicking on the

minus sign.

The Motor ID TabThe Motor ID list box contains all motors from

database in alphabetical order. In the edit box,

located above the list, will be the currently selectedMotor ID. Location of a Motor ID can be done in

two ways within this tab. The first method allows

the operator to begin typing the needed Motor IDin the edit box. The list will automatically scroll

the nearest Motor ID that begins with the typed

characters. For example by typing i

Cn, in the example to the left the

Cnvyr23Bline2-22R Motor ID would behighlighted. If this is the needed Motor ID doub

click on that Motor ID (or click the Display

button) and it would become the currently selecmotor. The second method is to simply scroll

down in the list until the Motor ID is found.

Double click on the Motor ID or highlight the MotorID and click

M

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The Route Tab

The Route tab allows construction of individual lists of Motor IDs for routing

purposes. As seen in the example to the left the Spring Outage list is selected.This list has four motors associated with it. The electrical technician does not

have to search the whole database for the four motors to be tested during the

spring outage.

This tab also allows editing and printing of the routes. Click on the Edit Routebutton to evoke the editor. The editor allows Add, Rename, and Delete of

routes. It also allows add, remove and change the order of the Motor IDs on alist. See example dialog box Fig 2-7.

Adding a Route

Spring Outage is the currentlyselected Route.

Fig 2.6 Route Tab

1. To add a new route, click onthe Addbutton at the top of

the dialog. The Route IDs

edit box will be blanked out

allowing a new Route ID to

be entered. After enteringthe new ID, start adding

Motor IDs from the

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Fig 2.7: Route


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Available Motorslist box on the right to the Route Motorslist box on the

left.

2. To add a motor, select the Motor ID on the right and click on the


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IDs will be remove from the Route Motor list and added back to the

Available Motorslist.

4. To change the order of the Motor IDs in the Route Motorslist, select the

motor or group of motors to move and click on the Move Up or MoveDownbuttons at the bottom of the list.

5. When finished editing a route click on the Save Listbutton to save changes.

Fig 2.8: Data Tab

Viewing Data

The Data Tab

The right pane has threetabs at the top of the

screen. They are Data,

Testsand Trendingtabs.

The Data tab contains twowindows one above the

other. The top window

shows the date and timefor the test result data and

whether or not the motor

passed the specific test.

By clicking on a

date/time, view test resultdata for that specific date

within the Application,

Surge, or PI, tabs in thelower window. The lower

windows view changes

depending on which tab at

the bottom of the panel isselected: a Nameplateview, an

Applicationview, a Results

SummaryView, a Surgeview, a PIview, and a Step Voltage Test view. If a

Step Voltage Test was performed on an AWA, the test data can be reviewed on

the MTA software.

Fig 2-8: Data Tab

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Data Tab, Nameplate View:

The Nameplateview contains the nameplate data on each motor in the database.

The first field is the Motor ID, which is used by the MTA program to uniquely

identify the motor. Required fields are the Motor ID, and the two motor locationfields. In the example to the right, the location fields are Plantand Unit. The

labels of these two fields are user definable. The default values are Locationand Building. To change the field descriptions do so by selecting theView-

Options-Changeable Labelsmenu item. The location fields are used in the

Exploretab to help locate a motor. All other fields in the Nameplateview are

optional.

Note: Several of Bakers industrial customers have found having all fields filled

in greatly helps in their preventive maintenance programs by providing one

place where their plants motor data is kept. Likewise, Bakers motor shopcustomers find recording the complete nameplate information is a required taskwhen working with their customers motors.

The Nameplateview allows for the adding of new motors, updating existingmotors and deleting motors from the database.

Fig 2-9: Data Tab, Nameplate View

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Adding a New Motor

1. Click on the Add button The motor ID and the serial number field is

cleared. All other fields will stay populated with the previous motors

information. This is to assist in entering motors with like nameplateinformation. Click on the clear button to erase all fields.

2. Enter the new Motor ID by filling in the location fields. For a choice of

existing locations, click on the down arrow of the location boxes and as

listing of existing locations will appear. See example Fig.2-10. All Plant(location field 1) locations in the database are available to choose from. If

entering a new Plant location then simply type the new name in the field.

3. Enter any other information to be tracked. When finished click on the Savebutton. When the Voltage Class restriction is enabled, entering the

appropriate voltage class is required.

Fi 2-10: Location

4. Enter the Test ID to be used when testing the new motor.

5. Note: Clicking the Reset button will redisplay the previously displayed

motor and no motor will be added.

Updating an Existing Motors Nameplate Information

1. Make sure the Motor ID is selected and move the cursor to the field to

update. Make the desired changes. The Savebutton will be enabled as soon

as changes are started.

2. When finished, click on the Save button and your changes will be

committed to the database. If the changes are not wanted, click on theReset button instead of the Save button. All fields will reset and no

changes will take effect.

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Deleting an Existing Motor from the Database

1. Make sure the Motor ID is selected and click on the Deletebutton.

2. A dialog will be display asking if that is what is wanted. Click Yesand the

motor and all of its test results will be deleted.

Data Tab, Application View:

The Application View

provides a place to enter

data about a particular test.

Such information as who

did the test, who the testwas done for, which MCC

the test was performed

from, and a general memo

are fields that can be filledout at the time of testing or

at a later date. The memofield is a good place to put

such information as

noticeable vibration of the

motor before it was tested,

etc. Using the scroll bars

at the right of the viewscroll the view down and

more fields appear.

Note:The Tester Types

stamped on this record, to

indicate what type of digitaltester performed the test.

Add new application records (which add a empty test record), update existing

information, and delete test results from this view. To change what test result is

being displayed, click on the date/time in the top window of the Datatab andthis will change the Applicationview to the selected data/times information.

Fig 2-11 Data Tab Application View

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Data Tab, Results Summary

The Results Summary view displays the test results data summarized in a grid orcolumn is the Date and Time the test was performed. If all tests performed were

passed, then the Date/Time will be displayed as a green cell. If one or more

tests fail, theDate/Time will be

displayed in a red

cell. If no testswere performed

then the cell will be

gray. Use the scroll

bars to the right and

bottom to scrollthrough the results

for each test

category. The side-by-side nature of

his view allows

comparisons to be

easily madebetween test

results, by allowing

all test results for a

motor.

To print a copy of

this view right

mouse button clickany of the gird and

a dialog will appear

to choose a printer

and print the grid.

Fig 2-12: Data Tab, Results Summary

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Data Tab, Surge Views:

The Surge view displays the surge waveforms for the selected test results. The

surge waveforms can be viewed in two ways. The smaller of the two views

displays the waveforms as a comparison of each lead superimposed on each

other. The second surge view is an enlarged view which can be seen by clicking

on the Enlargebutton on the Surge Tab view. This view offers a much largerpicture of the waveform allowing the waveforms to be displayed by lead and

Nested (waveforms for each lead at the 1/3, 2/3 and full voltage aresuperimposed). Additionally, if the test failed, the previous to fail and the

failed waveform will be displayed.

Fig 2-13: Data Tab, Surge Results

The Surge view not only displays the surge waveforms for all leads but also

renders a view of the Pulse-to-Pulse Error Area Ratios (EAR).Click on the P-P EARbutton to view the Pulse-to-Pulse EAR graph. The graph

displays the EAR percent between successive pulses per test lead and the

tolerance used during the test. Also displayed at the right is the maximumpulse-to-pulse EAR per lead.

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Fig 2-14: Pulse-to-Pulse EAR

Data Tab, PI View

Pressing the PI tab displays the PI

View (Fig. 2-15) which contains thePI/DA graph and the data table.

The PI graph charts the current vs.time and the Megohm reading vs.

time. Under the PI graph are

selected data points that are used in

the graph. On the right side findthe following: PASS/FAIL, Test

Voltage, DA/PI ratios, and 4 check

boxes. Choose to have the graph

plot Megohm/Current data in onesecond or one minute increments.

The Tests Tab

Pressing the Teststab displays a screen in Fig. 2-16 this Tests View. Each of

the possible tests performed by the digital tester is indicated.

Fig 2-15: Data Tab, PI View

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Fig 2-16: Test Tab

On the left are On/Off radio buttons that show what tests are selected to beperformed. Click on the radio button to turn the test on or off.

In the center is a column of buttons that can be pressed to change test parametersor acquire real-time data from the digital tester. If one of these buttons is

pressed, the test configuration screen pops up. Each tests configuration screen

will be described below.

After a test has been performed a right column of indicators will be displayed

(not shown above). Green means a passed test, red is a failure and cyan

indicates a test where the software could not determine a pass or fail. If a failure

occurs, the reason why will be displayed on the red indicator.

To acquire a stored record from the tester, click the Acquire Stored Records

button. The selected Test ID will be used to indicate pass/fail of the stored

record.

To edit Test IDs click on the Edit Test IDcheck box. A prompt for a password

will appear. If this is the first time to edit a Test ID since the softwareinstallation, press the Change Passwordbutton and enter a password then press

the Set Passwordbutton. If this is not the first time to edits Test IDs, simply

enter the password and press OK. Three new buttons will appear below the Test

ID. Use the Savebutton to save changes that are made to the selected Test ID.

Use the Addbutton to add a new blank Test ID or to copy the selected Test ID.Us the Deletebutton to delete the selected Test ID. When finished editing Test

IDs click on the Edit Test IDcheck box to disable the editing of Test IDs.

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Note: Leaving the Testsview will also disable the editing of Test IDs and all

changes will be lost if they have not been updated.

Test Configuration

The three major setup screens for configuring tests parameters will be describedbelow. The specific choices made in the test setup screens define the Test ID.

Before editing test parameters make sure to check the Edit Test ID box andenter the password. This allows saving of changes when finished editing.

Temperature/Resistance Configuration/ Data Acquisition Dialog

Clicking the temperature/resistance test Config/Acquire Databutton causes the

Temperature/Resistance Test dialog to be displayed. The temperature and

resistance are combined into one and are shown in Fig. 4-17. This screen is

used to setup the temperature and resistance test parameters. It is also used toupload resistance data from the DR series or it can be used to manually enter

Fig 2-17: Temperature Resistance Test

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resistance data. To turn on Temperature or Resistance test parameters click on

the respective rounded check boxes on the left side of the window.

The Temperature Test provides a place where temperature can be entered

manually. Temperature can be entered in either C or F. Entered at test time, itis used to temperature correct coil resistance values per IEEE 118 and insulation

resistance values per IEEE 43/95.

he Resistance Test has several options associated with it. The motor may have

g

y Checking the Max Delta R (%)box, the resistance values will have their

The acquired resistance values may be temperature corrected by checking the

Fig 2-18: Resistance Enable

T

Wye or Delta winding configurations. The Wye or Delta configuration is

entered in the Nameplatewindow. The resistance values may be uploadinfrom Baker tester (DR series only) or acquired by some other means and

manually entered into the software.

Bpercent spread calculated at the end of the test. If the percent spread is outside

the number entered in the edit box, the resistance test will show a DELTA R

failure.

Temperature Enablecheck box.

Fig 2-19: Temperature Enable

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Corrected to temperature is set to the IEEE 118 recommendation of 25C

however, it can be changed. The constant used to correct resistances is known

as the IEEE 118 constant and is 235.4 for copper or 224.1 for aluminum.

Note: A Temperature must be entered in order to get corrected resistances.

A motor that does not have a resistance reading within a Target Resistance range

may also be failed by checking the Target Corrected Resistance check box andentering appropriate resistances. The application will compare corrected

resistance readings to the Target Corrected Resistanceat the end of the test,

determining if the resistances are within tolerance.

Note:Only temperature corrected values will be used in determining if values

are within the specific tolerance.

The lower portion of the Temperature/Resistancedialog consists of threecolumns. The first is measured resistance values, the second is temperature

corrected resistance values, and the third column is calculated coil resistance.

The DR series tester acquires resistance data by hooking the tester to a computer

with the MTA for Windows software installed. Perform the resistance test withthe tester. When testing is completed, leave the tester in the resistance screen

and click on the Up Loadbutton on the Temperature/Resistance Dialog. The

MTA for Windows will acquire the resistance data for all leads, calculate thetemperature corrected values (if temperature was entered) and calculate the coil

resistance.

Note: The data to be uploaded must be present on the testers resistance screen.

Measurements merely present on the screen and not yet saved to memory are tobe acquired by pressing the Up Loadbutton. To acquire data saved to memory

use the Acquire Stored Recordsbutton on the Test View.

Fig 2-20: Test Results

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If using a non-R series digital tester or have other equipment that takes the

resistance measurement, it can be manually entered. If temperature

compensation is needed enter the temperature and click the ANALYZEbutton

to calculate the corrected resistance values and coil resistance. This will alsocalculate the delta resistance percent which is the maximum value minus the

minimum divided by the average.

Regardless of how the resistance measurements were acquired, once the

measurements are obtained, the software will calculate the temperature corrected

resistances and display them. The individual coil resistances will be calculated,

if possible. If not possible, the software will display a message indicating asolution to the coil resistance could not be found

Megohm/PI/HiPot Configuration/Data Acquisition Dialog

Clicking the DC tests Config/Acquire Databutton on the Tests view causes the

DC Tests dialog to be displayed. The dialog in fig. 2-21- is used to acquire real-

Fig 2-21: Megohm/PI/HiPot Config

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time megohm, PI and HiPot data. All three of these tests should be thought of a

single type of test. The Megohm test is the first test to be run, followed

immediately by a PI test, and continuing into a HiPot test. Therefore, a single

set up screen for these three tests is used to configure each test.

This dialog is used to setup test parameters and to acquire real-time data. In the

upper left corner of the dialog is where test enable, test voltages, minimum

Megohm readings, and test times are entered. In addition to DC test parameters,the temperature can be enabled and entered without having to enter the

resistance screen when not taking resistance values.

Each test may be run individually by pressing the appropriate test button locatedin the upper center of the dialog, or all selected tests can be run by pressing the

Run Selected Testsbutton.

The right side of the screen is a display of the real time voltage, current, and theinsulation resistance reading during the DC tests. The voltage and current will

be displayed as slider bars. Below the slider bars are real time numerical

outputs of the voltage and current.

Surge Configuration/Data Acquisition Dialog

Clicking the Surge testsConfig/Acquire Databutton on the TestsviewcausestheSurge Data Acquisitiondialog to appear.

Target Voltageis located in the

upper left corner.The surge targetvoltage is

traditionally set

to twice theoperating voltage

plus 1000.The top center of

the screen shows

a series ofcheckboxes that

determine

Pass/Fail criteria

for the surge test.The L-L EAR

(%) checkbox

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Fig 2-22: Surge Test Dialog


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sets the maximum Lead-to-Lead Error Area Ratio (EAR) that is allowed

between the different leads. This is set to 10% as a default. This option should

not be turned on if testing a motor with a rotorinstalled. If it is absolutely

necessary to use the L-L EAR with the rotor installed, increase the tolerance to

avoid nuisance trips. The increase in EAR tolerance with installed rotors makesthe use of this feature a poor detector of a turn-to-turn insulation problem.

L3) will show real time numbers for the specific lead while the test is running.

These numbers will bec p number will indicate

the current P-P EAR and the bottom number is the maximum P-P EAR percent.When P-P EAR (%) is turned on, voltage should be ramped slowly and

he Test-Ref EAR (%) edit box is used to set a pass/fail criteria when

ference

he 4 buttons on the right side of the screen will run a

if each

Fig 2-24: Run Surge

The P-P EAR (%) sets the maximum Pulse-to-Pulse Error Area Ratio that will

be allowed for the test. This parameter helps identify turn-to-turn faults. If the

pulse-to-pulse EAR % is greater than the entered tolerance, the MTA forWindows will flag a PPEAR error. The remaining three columns (L1, L2, and

controlled.

Fig 2-23: Surge Test Setup

ome visible during the test. To

T

comparing the surge waveforms from the test to a previously stored ReTest.

T

surge test if pressed. Clicking the Lead 1button willstart the acquisition of the surge waveform on lead 1

only, likewise for the Lead 2and the Lead 3buttons.The Surge All Leadsbutton will automatically

sequence through Lead 1, Lead 2, and Lead 3 as

button was pressed individually.

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The peak voltage reached for each lead tested is displayed on the middle right of

the screen. The L-L EAR values shown correspond to the measured Lead-to-

Lead Error Area Ration between the three leads during the test.

The surge waveform graph is shown below. The vertical or y-axis shows a

voltage while the horizontal or x-axis shows time. The surge waveform is a plot

of the voltage across a coil versus time.

Fig 2-25: Peak Voltage & EAR

Display

Fig 2-26: Surge Waveform Graph

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The Trending Tab

Pressing the Trendingtab brings up a trending graph that charts acquired data.Information such as resistance, megohm values (temperature corrected and

uncorrected), and HiPot leakage currents can be graphed over time in order to

get an idea of the long term status of a motors insulation.

Resistance

There are three different types of Resistance data that can be trended, Balance,Line-to-Line, and Coil. Selecting one will bring up a graph similar to Fig 2-40.

Resistance measurements are against time and show very little variation over thetest interval. Each of the three leads is shown in its own color. Each data point is

indicated by a square, diamond or triangle marker. Hovering the mouse pointer

over any of the data point symbols will display the value, test date and time for

that point to popup. This feature allows for easy identification of the test record

Fig 2-27: Resistance Trend Graph

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for that point. By clicking the Markerscheckbox the markers can be hidden or

unhidden.

Insulation Resistance/MegohmBy checking the Megohmbutton, the megohm data is graphed. In the example

shown below the Megohm reading fluctuates between 1246 and 1275 Mohms

acceptable values, while the current remains constant. Hovering the mousepointer over any of the data points brings up a box indicating the value of the

point and test date/time for the corresponding test record in the database.

Note:When trending Megohm values, the temperature corrected values shouldbe used and not the uncorrected values. Both values are available to the

software. Sometimes it is not possible to acquire the temperature of a motor

when testing due to inaccessibility of the motor.

Fig 2-28: Megohm Trending Screen

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HiPot

Pressing the HiPotbutton brings up a graph of the HiPot leakage current data

and has the same features as the Megohm trending graph.

PI

Pressing the PIbutton displays the graph trending the PI ratio versus time and

has similar features to the other trending graphs.

Relative Humidity

Checking Relative Humidity will cause the tool tips to display the RH% entered

at test time. Hover over a data point will cause the tool tip to display Time/Date

Stamp value of the point and RH%.

Special Software Trending Features

There are occasionswhen only a certain

time period of data isdesired to be

displayed or some

invalid points need to

be thrown out.

There are two way

which to select datapoints. The first

method is when the

trending graph is

displayed. Hold the

left mouse button anddrag and draw a box

around the points to be displayed. See Fig. 2-29. When the left button isreleased, the graph will automatically re-scale and display the points inside of

the drawn box. To reset the graph click on the Reset button and all p

s in

oints will

be displayed.

Fig 2-29: Megohm Trend

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The second method is to choose points from a list of all test dates/times. By

pressing the Select Datesbutton, a window pops up showing the entire test dates

and times as well as a spreadsheet style view of the data. All of the data can be

selected or just specific tests selected. Most often this feature will be used to

exclude a test that contains known bad data that might be, for example, acquired

in a test that was aborted. To select or deselect dates, use the same type ofselection techniques used to select files in Windows Explorer: left click to select

a single record; left click the first record, press the shift key and click on the last

record to select a range; within a selected range, press the ctrl-key and click to

remove a unwanted record from the selection.

Additionally, all of the records on this window can be exported to a comma-delimited file for later importing into a spread sheet. In this manner, data can be

analyzed using the customers tools in any way desired. To create the commadelimited file, select the test date/time to be exported or select none and all will

be exported, then click on thePrint to Filebutton, enter a file name and the

application will create a comma delimited file that can later be imported to a

spreadsheet. This dialog will also print out all the data in the list box to aprinter. Click on Print Listto print all selected data.

Fig 2-30: Trending-Select Dates Screen

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CHAPTER 3: EXAMPLE TEST

Inside

Creating a Motor ID

Creating a Test ID

Configure Temperature/Resistance

Configure Megohm/PO/HiPot

Configure Surge

Running a Real Time Test Sequence

Saving Data

Reviewing Test Results / Data

Printing Reports

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Fig 3.1: Test ID's

Note:There are more data fieldsavailable than are contained on the

nameplate. Only those items that

are on the nameplate are filled in.

Enter a unique identifier for the Motor ID. For this example use Delco-B-95-22L as the Motor ID. Plant location is Willow Ridge and Unit location is

Unit 22L. Fill in the rest of the fields from the nameplate data previously

given. After all data is entered click on the Savebutton to add the new MotorID to the database.

After the Savebutton is clicked, a Select Test IDdialog will appear. At thistime you will need to assign a Test ID to the newly created motor. In this

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example, we will select the 480V/woPITest ID next we will create a new Test

ID and assign the new Test ID to this Motor ID.

Once the Test ID is selected, click on the OKbutton. The new Motor ID,

Delco-B-95-22L, is displayed in the tree to the left along with all the othermotors.

At this point the Motor ID, Delco-B-95-22L, has been created. The next step isto create a Test ID and assign it to this motor.

Creating a Test ID

Fig 3-2: Creating a Test ID

Press the Teststab. Notice there is already a Test ID assigned in theTest ID

drop down box. For this example, we will add a new Test ID.

To add a blank Test ID:

1. On the Tests Tab, check the .

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2. Enter the password. (Note: If this is the first time to edit Test IDs you

will need to set the password by clicking on the Change Password

button and entering a password then click on Set Password.) Click

OK, once the application has accepted your password, the Save, Add,

and Deletebuttons will appear and the voltage class dropdown list willbe enabled.

3. Click on the Addbutton, the Create New Test IDdialog box appears.

4. Click on the Add Blank Test IDradio button.

5. Enter the Test ID, Delco_460/wPI, for this example.

Fig 3-3: Test ID Input

6. Using the dropdown box select a Target Motor Voltage Class. Forthis example, choose the existing voltage class of 460. If it does not

exist you can create a new one by typing 460 in the edit box of thedropdown list.

7. If you entered a new voltage class type, in a description and click onAdd Voltage Classbutton. You will be asked if you want to create a

new voltage class, click OK.

8. Click OK; this will close the Create New Test ID dialog.

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Fig 3-4: Test Screen

9. The new Test ID will be displayed and all tests are turned off.

10. Turn on all of the tests by clicking the left most column of ON/OFF

radiobuttons. The Tests view will resemble Fig. 5-4.

11. Proceed to the next section,Configure Temperature/ Resistance.

Configure Temperature/Resistance

1. The Temperature and Resistance Tests share the same setup screen.

Click on Config/Aquire Databutton under Temperature/ResistanceTestsheading. The Temperature/Resistance Testdialog will be

displayed.

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Fig 3-5: Temperature/Resistance Test Parameters

2. Click on the Temperature Enablecheck box. MTA for Windows will

accept a temperature range of range of -32C to 250C.

3. Click on the Resistance Enablecheck box to turn on the resistancetest. The Delco motor in this example is wye wound, which is

indicated on the screen and can be changed on the motors Nameplate

Tab.

4. Check the Max Delta R (%)check box, setting it to 10%. If the spread

of resistance readings are more then 10% MTA for Windows will failthe motor.

5. Since temperature is enabled, the Correct tocheck box is checked and

defaults to 25C and the coppers IEEE 118 constant.

6. Target Corrected Resistanceis another tool which further refines thepass/fail criteria. If checked, the MTA software will fail a motor if the

readings are not within the tolerances. For the example motor its

resistance reading, using a DVM, is 3.1 ohms. So it would be possible

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to check the Target Corrected Resistancecheck box and enter the

value of 3.1 +/- 10%. Enabling target corrected resistance makes this

Test ID specific to the example motor. If resistance data is not

available, do not enable this.

7. Click on theClosebutton.

Configure Megohm/PI/HiPot Tests

1. To configure the Megohm/PI/HiPot tests, press Config/Acquire Data

button under the DC Tests heading to bring up the DC Testsscreen. Forthis motor, the Megohm and PI tests will be run at 500V while the HiPot

test will be run at 2000V. Consult IEEE 43/95 or another appropriate

standard to determine test voltages.

Fig 3-6: DC Test Parameters

2. Since this is a small motor, the PI test will be ran as a DA test only by

selecting the DA Onlyfrom the middle combo box.

This motor has newer insulation doing a full PI test will not yield any usefulinformation.

The other option, DA If IR>5000 @1m, sets up MTA for Windows to

automatically skip the PI test in favor of the DA test, at 3 minutes if theinsulation resistance (IR) is greater than 5000 megohms at 1 minute. Insulation

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resistance readings 5000 megohms or greater at 1minute is the generally

accepted criteria for aborting the PI test. Once the DC Tests are configured as

shown above, press the Closebutton to return to the main test screen.

Configure Surge Test

1. Press theConfig/Acquire Databuttonunder the Surge heading.

Fig 3-7: Surge Test Parameters

2. Configure the surge test as shown. Select the Target Voltageto be 2000V

which is approximately 2*V + 1000.

3. The L-L EAR(Lead-to-Lead EAR) has been turned off since this motorwill be tested with the rotor installed. If this option were left selected, a

nuisance trip would almost certainly occur as the rotor coupling is different

for each phase winding.

4. TheP-P EAR(Pulse-to-Pulse EAR) is set to 10%. This means a pulse-to-

pulse EAR value greater than 10% will cause the MTA for Windows to flag

a failure.

5. The Test-Ref EAR(%)is set to 10% which means that if a test is run, and a

reference test exists, the reference waveforms will be compared to the

acquired waveforms. Should the EAR values between reference waveforms

and acquired waveforms be greater than the value shown, the MTA forWindows will fail the motor. If this option is not checked and is grayed out,

no reference waverform is associated with this test.

6. Press the Closebutton in the upper right corner of the Surge Data

Acquisitionscreen to return to the Testsview.

7. On the Testsview click on the Savebutton to save the Test ID to the

database. From this point on the Test ID called Delco_460V/wPI will be

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used to test the Delco motor or any other motor that has this Test ID

assigned to it.

Generic Test IDs versus Specific Test IDs

The Test ID just created above is specific to the Delco 460 V motor of this

example. This Test ID should not be used for another 460 V motor such as a 100hp/460 V motor. The reason is that we entered a Target Resistance value of

3.1(ohms) which it is specific to this 3 hp Delco motor. If this Test ID were

used to test a 100 hp motor, the resistance test would fail because the 100 hp

motor will have a much lower winding resistance than 3.1(ohms). Therefore,

if a Test ID is to be used for many motors, the Target Corrected Resistance

option should not be used. Without a Target Corrected Resistance, there is nospecific or unique information that ties the Test ID to a specific motor. Baker

has already provided several Test IDs based on machine voltage in thedatabase. These are generic Test IDs. (Target Corrected Resistance checking is

disabled.)

Running a Real-Time Test Sequence

Once a new Motor ID has been created, and a new Test ID for this motor has

been created, a real-time test can be run. The following sequence is

recommended:

1. Temperature

2. Resistance3. Megohm

4. PI

5. HiPot

6. Surge

At the end of the sequence, you will need to click on the yellow Save Results

button to save all test results in the same record. You may save after eachindividual test, however each test results will be save in a different record.

Example Test ID:

Temperature Enabled

Resistance Enabled Max Delta %Megohm Enabled Test Voltage 500, Min Meg 10, Time 60s

PI Enabled Test Voltage 500, Min Meg 10, Time 600

HiPot Enabled Test Voltage 2000, Min Meg 10, Time 60s

Surge Enabled Test Voltage 2000, P-P EAR, 10%

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Using the example Test ID: follow the instructions below to acquire tests results.

1. Make sure that the parallel port cable is plugged in to the computers

parallel port and in to the testers printer/parallel port. The testers do havean Aux port; do not use this port for communication with the computer.

2. Select the Motor ID of the motor to test.

3. Click Teststab.

Acquire Temperature and Resistance: Click Config/Acquire Databutton forTemperature and Resistance.

Fig 3-8: Acquire Temp & Resistance Data

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DR Series only1. Hook the resistance leads to the motor to test. Perform the resistance test

for all leads, using the procedure for the tester. Leave the tester in the

resistance screen.

2. Enter Temperature of the motor, in the temperature field on the

Temperature/Resistance Dialog.

3. Click the Up Loadbutton. The MTA gets the resistance data from the

tester, displays it along with the corrected resistance and coil resistance.

OR

Digital Series without Resistance

1. Enter Temperature of the motor, in the temperature field on theTemperature/Resistance Dialog.

2. Manually enter resistances data that was gathered with some other

instrument.3. Click the ANALYZEbutton to temperature correct the resistance, to

calculate coil resistance and to calculate the delta R %.

4. Click the Closebutton to continue to the next test.

Acquire Megohm/PI/HiPot: Click Config/Acquire Databutton for DC Tests.

Fig 3-9: Acquire Megohm/PI/HiPot Data

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The DC tests can be treated as one continuous test. Starting with the Megohm

test using a low voltage held typical for 1 minute. Next is the Polarization Index

(PI) test held at the same voltage as Megohm for 10 minutes the first minute

being the Megohm test. Or the Dielectric Absorption (DA) test which is a 3minute PI giving a ratio of the 30 second reading to the 3 minute, instead of the

1 minute reading to the 10 minute reading. The final test is the HiPot in which

the voltage is increased to a higher target voltage and held for 1 minute. ConsultIEEE 43 and IEEE 95 for the appropriate test voltages.

1. Set the knobs as instructed in your Digital Testers manual.

2. Click the Run Selected Testsbutton. The software will instruct you to

push the Test button on the digital tester. Push the test button on the

tester. You have 4-5 seconds to push the test button on the tester before

it times out.

3. Slowly increase the voltage output on the tester. The voltage and

current will be displayed as blue and red bars on the screen of thecompu release the

Test bu a slight delay inresponse due to the communication between the tester and computer.

voltage line appears on the voltage slider bar. When you reach the

target voltage a message in yellow will appear.

st button

on the tester. A DA test was requested to be performed, at the end of

ting megohm values at each minute and current values at

each second.

ter. If these bars do not appear after 5-6 seconds,

tton and repeat the step above. Note there is

4. Increase voltage to the test voltage specified by the Test ID; a target

5. Adjust -Amps/div knob on the tester to best match the leakage currentof the motor being tested.

6. Hold the Test button on the tester for the amount of time entered in theTest ID for the Megohm test. One minute is the standard time for a

megohm test. A timer on the computer screen will count down the

remaining time.

7. At the end of the Megohm test continue to hold down the Te

one minute the time remaining will reset to 2 minutes remaining for the

DA test. (Since 1 minute has passed for the megohm and DA is 3minutes in total) After a few seconds the DA/PI dialog will be

displayed, plot

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8. Once the DA test has concluded, you will be prompted to increase

voltage to the HiPot target voltage. Before increasing the voltage,

change the -Amps/div knob to the 100 -Amps/div to avoid an ove

current trip. Increase the voltage to the Test IDs test voltage for HiPo

for this example that is 2000 volts. A message will be display when

the

r

t,

you hit the target voltage.

9.

onsult IEEE 43 and IEEE 95 forrecommended HiPot test times.

11. on

ey to respond to commands. During this time the

computer is still communicating with the tester. You will get a

12. the

13. e Surge Test

Not

the compproperly

screen o

At target voltage re-adjust the -Amps/div to best match the leakagecurrent.

10. Remain holding the test button as the computers time remaining counts

down the specified time. C

At the end of the test you will be prompted to release the PTT button

the tester. A few seconds after the PTT button has been released; thcomputer will be read

message on the CRT screen of the tester that indicates an error in thetransmission has occurred. This is normal.

If satisfied with the test results press the Closebutton and return to

Tests View.

Continue to th

e: Keep your main attention on the Digital tester. Occasionally glance at

uters screen to insure that the data logging process in proceedingand to check test time remaining. The clock displayed on the CRT

f the tester will not be accurate while communicating with the computer.

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Acquire

Tests.

Real-Time Surge: Click Config/Acquire Databutton for Surge

Fig 3-10: Acquire Real Time Surge

Real time surge will acquire data from the tester to the computer after each surge

pulse is applied to the motor under test. As a waveform is acquired, it will bedisplayed as nested waveforms. The waveforms at 1/3-Target voltage, 2/3-

Target Voltage and Full Target Voltage will be saved as the test for each leadprogress. If the pulse-to-pulse EAR is turned on, as the voltage reaches 1000

volts a smaller graph will appear in the lower right corner of the surge graph

displaying the pulse-to-pulse EAR values from one pulse to another. If a turn-to-turn short is detected the software will flag a failure and you will need to

release the test button on the tester.

1. Set knobs and selector switch to Lead 1 as described in the Testsmanual.

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e

displayed.

3. Quickly press testers Test button. You will have about 10 secondsbetween pressing the Surge Lead button and pressing the Test button on

the Digital tester. When the computer begins acquiring data a red

Testing Lead 1 message will replace the green Ready Lead 1message.

4. Slowly increase the output voltage until the desired test voltage is

reached. While increasing the voltage, watch the surge waveformdisplay, looking for indications of a turn-to-turn short. See the Digital

Testers manual for information on identifying turn-to-turn shorts.

5. Release the PTT button when the Target Voltage is reached or a failureis detected. A message will be displayed on the computer screen in

either case.

6. The Surge Data Acquisition Dialogwill show the final display of the

waveforms.

7. If the Seconds/div knob or Volts/div knob need to be changed to fully

display the surge wave, make any adjustments then repeat procedureabove for capturing data.

8. Repeat the same procedures for Leads 2 and 3. After all three leads

have been tested; the lead-to-lead Error Area Ratio (EAR) values willthe right side of the surge window. The

peak voltage from each leads test will also be displayed.

1,ll

2. Click Surge Lead 1button. A green Ready Lead 1 message will b

be calculated and displayed on

9. If the test results are satisfactory, press the Closebutton to return to the

Testsview.

Note: The Surge All Leadsbutton will automatically sequence through LeadLead 2 and Lead 3 as if each button was pressed individually. The operator wi

only have to operate the tester.

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Saving Data

Fig

nc ldata

why failed, if the test failed at least one of

he Save Res with the

ote: Test resu st be saved prior to viewing them in the Datatab views

ata

After the test results have been saved to the database, they can be reviewed

using the Datatab on the right hand pane of the MTA for Windows main

window. The Results Summarytab shows aDate/Timewindow on the top part

of the screen and a spreadsheet style view of the data on the bottom.

3-11: Saving Data

O e al tests has been completed return to the Testsview. All tests that haveacquired will display one of the following flags:

Green Pass flag, if the test passed all parameters

Red failure flag and reason

the parameters

Cyan Tested flag, if the data was acquired but it could not be

determined that it pass/failed or did not have any parameters set.

ultsbutton will be highlighted. Click it, when finishT

sequence of tests.

lts muNsuch as, ResultsSummary, Surgeor PI.

Reviewing Test Results/D

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The Date/TimeWindow shows a quick summary of the time and date of tests

and whether the tests passed or failed. Double click on a test date and time to

move to a new record.

The spreadsheet style of

results view shows the actual

test data as acquired. The test

date and time is shown acrossthe top of the window and the

specific measurement results

n.

will

alon i

current a ings

gath

PI voltagtio are d

are shown in each colum

The PI test can be reviewed by

pressing the PItab. PI view

Fig 3-12: Date/Time Results Summary

display the PI/DA graph

g w th a table of the

nd megohm read

ered at specific times. The

e, DA ratio and PIisplayed on the rightra

side.

Fig 3-13: Test Results Spreadsheet

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Fig 3-14: PI Test Results View

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The surge test data can be reviewed by pressing the Surgetab.

Printing Reports

MTA for Windows comes with a complete set of report generation features to

facilitate the requirement that test results be made available to managers,owners, and repair personnel. Reports containing test data, nameplate data,

application data, etc., ca r can be printed to a

Microsoft Word 2000/X

he following are three ways to invoke the Report Generator, shown above,

clicking on the File Printmenu item, holding down the control key and

pressing the P key, or pressing the printer icon on the upper left of the mainscreen. The top section of the Report Generator, called Select Filter(s), contains

the filters by which you can choose what test results to print. You can select the

current motor and test result, or use any combination of the other filters, such as,

a date range and all motors that fail any test during that given test range. The

bottom section of the Report Generator dialog is called Select Reports. Thissection is where you choose what reports you wish to print.

Fig 3-15: Surge Test Data View1

n be printed to a physical printer o

P/2003 file.

T

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Fig3-16 Report Generator

The Report Generator can look a bit intimidating, especially when you only

want to print out the test result you have just been reviewing.

This is the simplest case. The motor and test result that is selected in the main

program will appear to the right of the checkbox titled Current Motor/Test

Fig 3-17: Print Filter

Resultsas seen in Fig 5-18. Click on that box and select which report is to beprinted in the lower part of the window and press the Printbutton. You will b

asked which printer to use and the selected report will be sen

e

t to that printer. In

ig 5-19 the Results Summary with Surge Summaryhas been selected.F

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If several motors data need to be printed, instead of selecting one motors test

results, then selecting the next motor and the appropriate record to be printed,

and repeating this for all necessary reports, one at a time, the software provides a

more elegant solution. The Report Generator can select all records that match acertain criteria. Those items used to filter the data are the Motors location

fields, date range, or pass/fail criteria. Different combinations of the above

options can be used, such as any motor at a given location within a given daterange that failed a Surge test can be printed.

Once you have determined what test results to select, there are several choices

fo ate, Application, Summary, Surge, or PI Testre election Filter (top part of the dialog) along with

the Selected Reports section (bottom part of the dialog) to create reports. For

stance, if you have the filters set to select all test records that failed the PI, but

are selecting onnd what you want to see. You can easily set up the filters to select many test

Consider the situation where an electrician tests many different motors duringthe day and needs to print reports for those motors that failed before going

home. In this case the Report Generator should be configured as shown in Fi 5-of the window has the Date Rangeselected and

ith

Surge Summaryis selected. When the Printbutton is pressed, the Report

Fig 3-18: Print Select Reports

r what reports to print. Nameplports can be chosen. Use the S

in

you print only one of the surge reports, you will probably not get the

information you are need. It is important to think out what youa

results, but this may not be what you want or have time to print.

g20. The Select Filter(s)section

set both dates as 4/29/2005. This will cause the application to look for all test

results that took place on 4/29/2005. Next filter selected is the Pass/Fail. Select

the FAILradio button. This will cause the application to print results for

motors that have failed one or more tests on this date. Tests that passed will notbe printed. In the bottom Select Reportssection, the Results Summary w

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Generator will go thru the entire database, looking for any failed tests that

occurred on 4/29/2005. Once it is done searching a dialog box will appear

informing you of how many records were selected. You can either choose to

cancel or continue and print the selected reports.

Fig 3-19: Report Generation Example

Note:The Report Generator can be set up so that a large number of reports are

reated. Printing out a large number of reports can be very time consumc ing,

a

especially when going to Microsoft Word . The Report Generator will informyou of how many test results are chosen, this is not the number of pages that will

be printed. That depends on the number of reports chosen.

The program can also print reports to Microsoft Word, (see Fig 5-21) if it is

installed on the desktop computer running the software. This feature provides away to annotate reports by adding text to the Word Document as required. For

example, a comment regarding the vibration level of the motor before it was

turned off can be added to the Word document. This feature should also be usedwith caution because printing reports to MS Word takes some time selecting

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lot of records to print means the system will be tied up for a long period of ti

before all records can be transferred to the Word document.

A typical Word report looks like the figure below

me

. Each of the sections is a

Word table, except the surge waveform hich is a bitmap. The reports can bemodified by adding text between the tables or the data tables can be cut and

pasted into other documents. See the next three pages for a sample report.

w

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Sample Report

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Fig 3-20: Sample Report

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CHAPTER 4: DATABASE

MANAGEMENT

Inside.

Motor ID Field Motor Location Fields

Multiple Databases

Opening Databases

Creating a New Database

Data Transfer

Transferring Motor and Test Data

Transferring Test IDs

Archiving a Database

Restoring a Database

Converting Older Databases


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Database Management

Database management is a highly important feature of a good predictivemaintenance-testing program. It facilitates organization of periodic maintenance

data. The database section of the MTA for Windows software allows the entry

of identifications to help clarify the location of specific motors, along with theuse of multiple databases to help organize overall program maintenance. You

will need to develop a best practice in keeping the data collected, easily

accessible and meaningful. The discussion in this chapter will be about the tools

the Analyzer Software provides to aid you in database management. The

following will be discussed:

Motor ID

Motor Location Fields

Multiple Databases

Data Transfer

Archive

Restore

Conversion of Older Databases

Consequences of Not Organizing Data

It is recommended to establish a structure that is to be used by all persons

performing tests. Consider the following example: A maintenance program isestablished to test motors at seven plastics production plants, each in a remote

location. Each plant has nearly 1000 motors that are identified as needing

periodic testing. All works well for several months until a motor that waspreviously tested fails. The maintenance manager wants to see all the test data.

When the project supervisor looks at the data, he finds nearly 7000 tests, all in

one large database, and in a random order. He spends about an hour looking forthe last test performed and gives up. Upon investigation he finds that each of the

technicians using the equipment has been entering the data based upon what

made sense to him at the time. Because of the disorganization, important testdata has been lost or at best difficult to locate.

The database structure is designed to facilitate data organization and to be

flexible enough to allow you to uniquely plan for your needs. The Motor ID,

two location fields, and the multi-database abilities are the tools for you to use toorganize the data so that the above scenario does not happen to you.

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locations. Take steps at the start to ensure that the

duplicate processes, it makes databasen se two motors can be uniquely identified. One way to

s to include in the Motor ID the process ID as in the

lo e Motor ID for Process 1 could be Intake Pump P1 while the

t ake Pump P2.

In the example Exploretab to the right,

motors have been organized by location

Fig 4-1: MTA Database Tree

otor ID FieldMThe records that are stored are linked to each other hierarchically. The principle

field, which serves as the base for linking associated records, is the Motor ID.

The Motor ID is also the main means of locating and interacting with a motorsdata. Therefore it is important to develop a naming scheme that will facilitate

location and retrieval of information. Case in point, it is not uncommon for aplant to have duplicate processes, with identically named motors in each process

(ex: Intake Pump) . This can cause confusion, since the motors have the sameMotor ID, but are in different

t l be unique!Mo or IDs wil

is present inExample: If Intake Pumpif thema agement easier

blem isolve this pro

fol wing: Th

Mo or ID for Process 2 could be Int

Motor Location Fields

The Motor ID is the primary identifier

of a motor by which it can be located.There are two other fields that are used

to help in locating a motor in the

database. The location fields havedefault field names of Location and

Building. If these labels do not make

sense for your situation then you canchange them. (ChooseView-Options-

Changeable Labelsmenu item from

the AWA software.) For instance, for a

plant maintenance program with severallants, the label of the location fieldsp

may be renamed to Plant and Unit.

These location fields along with the

Motor ID are entered as part of thenameplate record and are used to make

up the tree structure of the Exploretab.


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in Plants and Units. North Platt and South Branch are Plants and Unit 23,

nit45A, Unit 17C are all units.

ultiple Databases

is important to establish your best practices for database organization early

ing

s. Proceed with

aution when manipulating data always backup a database before deletingtabase in any way.

ion under the Filemenu or click on the

U

M

The MTA for Windows software allows the use of multiple databases. You may

split the data between different databases, grouping motors in whatever way thatis beneficial to you. For example, motor shops might want to use different

databases for each of their customers. A preventive maintenance departmentcould use a different database for each part of their plant. You may need to keep

the data in a centrally located database on a network and have databases locallyon other computers, which are used to update the main database.

It

and maintain adherence to the establish practices to avoid loss of data or datafrom the same motor being in several different places.

Note: Manipulation of the database may be useful for management and audit

purposes. Do not delete records associated with Motor ID

crecords or manipulating the da

Opening a Database

To open a database, select theOpenopt

open database icon on the toolb

allow the selection of a database to u

Fig 6-2: S

ar. An open file dialog box will pop up and

se as shown below. It will default to the

elect Database

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folder that has been selected in View-Option-File Locationsmenu item. I

case above the default folder is MT

n the

AData. By selecting a database (.mdb) and

licking the Openbutton or by double clicking the desired database the AWA

atabase.

w

c

application will open the d

Creating a New Database

To create a new database, select the Newfrom the Filemenu item or the ne

database icon on the toolbar. The Create New Databasedialog will be

displayed, as seen below. The Save infolder is the default folder, you can

Fig 6-3: Create New Database

navigate to another folder if desire, enter the name of the new database in the

box next to the File Name:and click on the Savebutton. A database will becreated and opened that has one default motor and the Baker default Test IDs.

At this point you can begin entering new motors using theData-Nameplatetab.

Data Transfer

The Data Transfer tool allows you to transfer motor and test information from

one database (source) to a second database (destination). The transferredinformation is not deleted from the sourcedatabase, it is only copied to the

destinationdatabase. The Data Transfer can be used to combine two existing

databases into one centrally lo used to re-organizecated database. It can also be

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exiting database into more convenient groupings. Anytime you need to move

motor data or Test IDs the Data Transfer provides this functionality.

Transferring Motor and Test Result Data

tion, test result data and Test IDs, two

atabases need to be open. A sourcedatabase, the database to transfer

information to. Both databases must exist before beginning the transfer. To

n thetoolbar.

There are two ways in which to start the Data Transfer. The first method is tochoose theDatabase-Data Transfermenu item from the software menu, or

click on the Data Transfer button on the toolbar.

In order to transfer motor informa

dinformation from, and a destinationdatabase, the database to transfer

transfer to a new destination database, create it before beginning the Data

Transfer, by selectingFile-Newmenu item or clicking on the new button o

Once the Dwill present an open source file

xample3 database is open in the

Dataed, the open

urce file dialog defaults to the

Fig 4-1: Data Transfer Buttons

or

ata Transfer is started it

dialog box and default to the folder

in which the currently opendatabase resides. For example, in

the above screen shot theE

main program. When theTransfer button is click

so

MTAData folder with the

Example.mdb for theFile name.

Fig4-2: Select Source AWA Database

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The option to pick the default database or choose another database to transfer

data from is available.. This is the sourcedatabase.

Once the source database is chosen, click the Openbutton. The following dialog

ill be displayed, with the source database opened on the left side. Notice the

splayed, click on the destination database

open the destination database.

wfamiliar Motor ID tree structure.

After the Data Transfer dialog is di

Browsebutton, in order to

Fig 4-3: Data Transfer Select Screen

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Presented will be a destination file open dialog. It will default to the same folder

s was used to open the source database. Choose a destination database to open

When both the sourceand destinationdatabases are open the Add Alland the

Add buttons are enabled. The application is ready to select motors from the

source database to be added to the Transfer List. The Transfer Listis the listof motors that will be transferred when the Transferbutton is pushed. The Add

Allbutton adds all the motors in the source database to the Transfer List. The

following gives two ways to add selected motors to the list.

1) Highlight the motor to add, and press the Addbutton.

a

and press the Openbutton. At this point the software returns to the Data

Transfer dialog with both databases open.

If either database is not the desired database, choose the appropriate databases

by clicking on the Browsebutton next to the wrong database and chooseanother.

Fig 5-4: Data Transfer Destination Database

Fig 4-4: Data Transfer Destination Database

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ove

he Removebutton. When theransfer Listis finalized, press the Transferbutton.

llows.Transfer runs through the Transfer Listadding the motor

ameplate) information if the motor does not exist in the destination database.

If the motor does exist, no motor information will be added. Next, the Data

Transfer adds any test records that do not exist in the destination database. Itcompares the time/date stamp with existing test result records and if the source

time/date equals a test result record in the destination database it does not

transfer the record. If the application does not find any matching time/date then

it adds the source test result record to the destination database.

The Data Transfer creates a log during the transfer process. Information logged

is source/destination database names, Motors IDs added, and number of recordsupdated. If the transfer encountered any problems, it also logs the Motors ID

and reason the transfer failed. Print this log by clicking on the Print Logbutton.

Transferring Test IDs

NOTE: Test IDs are transferred separately from the Motor IDs.

To transf ransferring Motor

and Test Result Data section on how to open a source and destination database.

The source and destination database both must be open before any transfer canbe performed. Once both databases are open, theTransfer Test IDs button

w alog below.

e dialog displays all Test IDs in the source database, as well as the Test IDs

2) Double click on the motor to add.

If there are motors on the Transfer Listthat are not to be transferred, rem

them by selecting a motor(s) and pressing tT

The method the Data Transfer a

mta manual

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