ISO 20816-1-2016 PDF

Full title and description

ISO 20816-1:2016 — Mechanical vibration — Measurement and evaluation of machine vibration — Part 1: General guidelines. This International Standard establishes general conditions and procedures for the measurement and evaluation of vibration on rotating, non-rotating and non‑reciprocating parts of complete machines. It covers both absolute and relative radial shaft vibration (for monitoring radial clearances) and gives evaluation criteria in terms of vibration magnitude and change for operational monitoring and acceptance testing, together with guidance on setting operational limits; axial shaft vibration and torsional vibration are excluded.

Abstract

Provides general guidance for performing vibration measurements and interpreting results so as to support reliable, safe, long-term operation of machines while minimising adverse effects on associated equipment. The document defines measurement quantities and methods, instrumentation recommendations, typical measurement positions and directions, and two complementary types of evaluation criteria — steady-state vibration magnitude and change-of-vibration criteria — plus informative annexes on measurement quantities, problem-detection techniques (e.g. bearing faults), guidelines for specifying criteria, and vector analysis of vibration change.

General information

• Status: Published
• Publication date: November 2016 (ISO edition date: 2016-11)
• Publisher: International Organization for Standardization (ISO)
• ICS / categories: 17.160 (Vibrations, shock and vibration measurements)
• Edition / version: Edition 1 (2016)
• Number of pages: 34 (as published by ISO; note that some national adoptions/BS/DIN publications list different pagination when combined with national forewords).

Key bibliographic details above are taken from the ISO registry entry for ISO 20816‑1:2016.

Scope

Specifies general conditions and procedures for measuring and evaluating machine vibration for the purposes of operational monitoring and acceptance testing. Applicable measurement locations include rotating shafts and machine structure (bearing housings, pedestals and other non-rotating parts) provided the machine is non‑reciprocating; the standard addresses broad‑band measurements and commonly used measurement quantities (velocity r.m.s., displacement, acceleration, peak-to-peak shaft values), clarifies frequency-range considerations, and describes how to form evaluation criteria (zones and change thresholds). The standard excludes axial shaft vibration as a primary subject and does not address torsional vibration; specific numeric criteria for particular machine classes are given in other parts of the ISO 20816 series.

Key topics and requirements

• Definitions of measurement quantities and preferred measurement units (velocity, acceleration, displacement, peak/peak‑to‑peak and r.m.s. values).
• Recommended instrumentation characteristics and frequency ranges for broad‑band monitoring and acceptance testing.
• Preferred measuring positions and directions for non‑rotating parts (bearing housings, pedestals) and for shaft measurements (relative and absolute).
• Two complementary evaluation criteria: (I) vibration magnitude under steady operation; (II) change in vibration magnitude (trend/change detection).
• Evaluation zones and practical guidance for setting operational limits and alarm/action thresholds, with the caveat that machine‑class specific limits are provided in other parts of ISO 20816.
• Informative annexes covering: explanation of measurement quantities; techniques for detecting common problems (e.g. rolling‑element bearing faults); guidelines for specifying evaluation criteria for non‑rotating parts and shafts; and vector analysis of vibration change.

Typical use and users

Used by condition‑monitoring engineers, vibration analysts, reliability and maintenance teams, commissioning and acceptance test personnel, OEM test engineers, vibration test laboratories and consultants. Typical applications include baseline and acceptance testing of rotating machinery, routine condition monitoring programs, setting alarm and action thresholds, and specifying vibration measurement requirements in purchase/contract documentation.

Related standards

ISO 20816-1 is the general guidance part of the ISO 20816 series. Other parts in the series provide machine‑class‑specific criteria and procedures, for example ISO 20816-2 (land‑based gas turbines, steam turbines and generators), ISO 20816-3 (industrial machinery with specified power/speed ranges), ISO 20816-4 (gas turbines >3 MW), ISO 20816-5 (machine sets in hydraulic power plants), ISO 20816-8 (reciprocating compressor systems), ISO 20816-9 (gear units) and newer parts such as ISO 20816-21 (wind turbines). When applying numeric criteria, users should consult the part of ISO 20816 that corresponds to their machine class.

Keywords

mechanical vibration, machine vibration, vibration measurement, vibration evaluation, condition monitoring, shaft vibration, vibration severity, acceptance testing, instrumentation, evaluation zones, operational limits.

FAQ

Q: What is this standard?

A: ISO 20816‑1:2016 is the general‑guidelines part of the ISO 20816 family covering measurement and evaluation of machine vibration; it gives procedures and interpretative guidance for broad‑band vibration measurements on rotating and non‑rotating parts of non‑reciprocating machines.

Q: What does it cover?

A: It covers measurement quantities and units, instrumentation guidance, typical measurement positions and directions, formation of evaluation criteria (magnitude and change), and advice on setting operational limits and alarms. It excludes axial and torsional vibration as primary subjects and defers machine‑class numeric criteria to other parts of the ISO 20816 series.

Q: Who typically uses it?

A: Condition‑monitoring and reliability engineers, vibration analysts, commissioning/test teams, OEM and supplier engineers, standards writers and test laboratories who perform vibration acceptance testing or operational monitoring of rotating machinery.

Q: Is it current or superseded?

A: ISO 20816‑1:2016 is the published (in‑force) edition from November 2016. The ISO registry indicates the document is subject to periodic review and may be revised as part of the ongoing ISO 5‑year review cycle; users should confirm the current status with ISO or their national standards body before assuming no newer revision or amendment exists.

Q: Is it part of a series?

A: Yes — it is Part 1 of the ISO 20816 series (Mechanical vibration — Measurement and evaluation of machine vibration); dedicated parts provide specific guidance and numeric criteria for particular machine classes (see parts 2, 3, 4, 5, 8, 9, 21, etc.).

Q: What are the key keywords?

A: mechanical vibration; machine vibration; vibration measurement; vibration evaluation; condition monitoring; shaft vibration; vibration severity; acceptance testing; instrumentation; evaluation zones.