DROP · SHOCK · VIBRATION / EQUIPMENT & INSTRUMENTATION

APPLICATION NOTE · T8-DSA-504

Hilbert Envelope Demodulation for Bearing Diagnosis

The envelope demodulation module is designed for rolling bearing diagnosis. A Hilbert transform demodulates the periodic impacts hidden in a high-frequency resonance signal into characteristic lines in the envelope spectrum. Automatic calculation and color marking of BPFO, BPFI, BSF and FTF complete the chain from early detection to location and grading. A built-in fault signal with automatic parameter set-up allows training and demonstration without equipment.

Category
Rotating machinery
Applies to
T8-3X Dynamic Signal Analyzer
Content reviewed

Function overview

Envelope demodulation separates hidden impact components from a normal vibration acceleration signal and turns periodic fault impacts that cannot be seen by eye into clear fault frequency lines in the envelope spectrum.

FunctionDescription
Four linked viewsRaw waveform → raw acceleration spectrum → demodulated envelope → envelope spectrum, showing the complete path from signal and band selection to demodulation and characteristic frequencies
Eight channelsAny combination of CH1–CH8 for comparison
Automatic bearing frequenciesFrom speed and bearing geometry (rolling element diameter, pitch diameter, contact angle), BPFO (outer race), BPFI (inner race), BSF (rolling element) and FTF (cage) are calculated and shown
Markers in the envelope spectrumColored vertical lines mark BPFO, BPFI, BSF, FTF and their second harmonics directly on the peaks
Harmonic familiesShow harmonics up to three times each characteristic frequency, to recognize fault patterns that form harmonic families
Automatic alarm thresholdSet manually or generated automatically at twice the median noise floor (red line); peaks above it are suspected fault components
Test modeBuilt-in bearing fault signal (periodic impact train on a resonance carrier) with automatic parameter set-up
Batch exportExport all four views for reports; data export to Excel

The main window has channel, band and bearing settings on the left and four plots on the right: raw waveform, raw spectrum, envelope waveform and envelope spectrum, with colored lines for bearing frequencies and a red alarm threshold.

Applications

ApplicationTypical objectsProblem solved
Fan and motor bearing inspectionFan bearings, motor drive-end and non-drive-end bearingsTrend detection of early race spalling and rolling element damage
Gearbox condition monitoringHigh-speed shaft bearings, planetary bearingsSeparate bearing fault components from gear mesh interference
Critical production equipmentContinuous lines in paper, metals and chemicalsDiagnosis without stopping, with planned maintenance windows
Service and repair acceptanceVerification after bearing replacementConfirm that a new bearing shows no impact signature and runs in normally
Teaching and skills assessmentUniversity fault diagnosis courses, in-house trainingDemonstrate the complete diagnosis with the built-in signal, without equipment
Quality samplingIncoming bearing inspection, assembly quality checksBatch defects found in a short test-rig run

Why envelope demodulation

In the early stage of a bearing fault the impact energy is very small, and the normal spectrum often shows nothing: the impacts are amplified by structural resonance and buried in broadband noise.

  • Reveal early faults: each impact of a defect excites a structural resonance. Demodulation detects this high-frequency resonance and recovers the repetition rate of the impacts — the fault characteristic frequency.
  • Locate the fault: outer race, inner race, rolling element and cage impacts repeat at different rates. A peak in the envelope spectrum that coincides with BPFO or its harmonics points to outer race damage, giving a direct basis for spare parts before the machine is opened.
  • Quantify severity: the ratio of the envelope peak to the noise floor, the presence of harmonic families and exceedance of the alarm threshold support decisions to continue, monitor more closely or replace.
  • Distinguish sources: in a normal spectrum unbalance, misalignment and bearing faults are easily confused. The envelope spectrum responds only to impact modulation and naturally suppresses 1× and 2× faults; reading both together greatly reduces misdiagnosis.

How it works

The module uses the common Hilbert transform envelope method in five steps: raw acceleration → band-pass filter → FFT → analytic signal → envelope → envelope spectrum.

StepWhat it doesWhy
1 Band-pass filterKeeps only the selected band (for example 1000–2000 Hz)Selects the resonance band excited by defect impacts as the carrier and blocks low-frequency interference such as unbalance
2 FFTTransforms the filtered signal to the frequency domainPrepares the analytic signal
3 Analytic signalDoubles positive frequencies and sets negative frequencies to zero (Hilbert)The magnitude of the analytic signal is the instantaneous amplitude
4 EnvelopeMagnitude of the analytic signalThe envelope follows the impacts, revealing their rhythm
5 Envelope spectrumWindowed FFT of the envelopeIts lines correspond directly to the fault frequencies and harmonics
Band-passHilbertEnvelopeFFTSignalEnvelopeEnvelope spectrum1 / T2 / T3 / T4 / Timpact rate = fault frequency
Envelope demodulation: band-passed resonance bursts, their envelope and the envelope spectrum with a line at the impact rate. Redrawn schematic.

Bearing characteristic frequencies

fr is the running frequency, Z the number of rolling elements, d the rolling element diameter, D the pitch diameter and α the contact angle.

BPFO = (Z/2) · fr · (1 − (d/D) · cos α) BPFI = (Z/2) · fr · (1 + (d/D) · cos α)

BSF = (D/2d) · fr · (1 − ((d/D) · cos α)²) FTF = (1/2) · fr · (1 − (d/D) · cos α)

The software calculates and marks these in real time, so no manual calculation is needed. FFTs run in the platform's DSP acceleration library, with continuous phase between refreshes for smooth waveform scrolling.

Recommended settings

ParameterRecommendationReason
Band lower limitAt least 10 × running frequency; often 500–2000 HzBlocks unbalance, misalignment and other low-frequency interference that would create false envelope peaks
Band upper limit≤ 0.4 × sampling rate and not above one third of the mounting resonanceLeaves an anti-alias margin; the mounting resonance itself is unstable and should not be used as the carrier
BandwidthAt least 2–3 times the highest characteristic frequency of interest; 5 times or more is preferableToo narrow a band smooths the impact envelope and loses the characteristic peaks
Band centerOn the raised resonance plateau in the raw spectrumLook at the raw acceleration spectrum first to find the band with a cluster of peaks
Speed (rpm)The actual operating speedThe accuracy of the characteristic frequencies depends directly on the speed
Bearing geometryFrom the bearing catalog (d, D, Z, α)Catalog values are better than estimates; use a contact angle of 0 for deep-groove ball bearings
Alarm thresholdNormally automatic (2 × median noise floor)Adapts to the signal; set manually only when a common criterion is required
Signal typeAccelerationVelocity has little high-frequency energy and demodulates poorly

Test mode set-up: when test mode is enabled, the software derives all parameters from the built-in impact train (100 Hz impact rate, 1500 Hz resonance carrier): bearing set to the built-in 6204 parameters (Z = 8), speed 1883 rpm so that BPFO is 100 Hz, and band 1000–2000 Hz.

References

Standard or referenceRelevance
ISO 15243Rolling bearings — damage and failures: classification of failure modes
ISO 13373-1 / -2Condition monitoring and diagnostics of machines — vibration measurement conditions and diagnostic procedures
ISO 18436-4Field lubricant analysis personnel qualification; the source citation does not establish a basis for this vibration-envelope module
GB/T 28698Rolling bearings — condition monitoring and diagnosis: methods and criteria
High-frequency resonance technique (HFRT)Engineering origin of envelope demodulation practice
ISO 2954 / GB/T 13824General requirements for measuring and evaluating machine vibration

Key capabilities

  • Four views on one screen make the whole process visible from raw waveform to envelope spectrum, rather than a black-box result.
  • Characteristic frequencies calculated and marked automatically from speed and bearing parameters.
  • Harmonic families shown in one step, so baseline-plus-harmonics fault patterns are not missed.
  • Automatic alarm threshold adapted to the noise floor, with no repeated threshold tuning.
  • Built-in fault signal with automatic parameters for exhibitions, training and acceptance without faulty machines.
  • Eight-channel comparison and batch export of all four views.
  • DSP-accelerated FFT for smooth refreshing, also with long records.
  • Chinese and English interface.

Operating workflow

Step 1: preparation

  1. Acquire vibration acceleration data or open a recorded project.
  2. Select the channels to analyze (several for comparison).
  3. Enter the speed from the nameplate or a tachometer.
  4. Enter the rolling element diameter, pitch diameter, number of rolling elements and contact angle from the bearing catalog.

Step 2: select the demodulation band (key step)

  1. Look at the raw acceleration spectrum and find a clearly raised resonance band.
  2. Place the band there: lower limit clear of the region below 10 × running frequency, upper limit no more than 40 % of the sampling rate, and enough bandwidth for the highest fault frequency (commonly 1000–5000 Hz).
  3. If unsure where to start, try 1000–2000 Hz and adjust according to the envelope spectrum quality.

Step 3: read the envelope spectrum

  1. Switch to the envelope spectrum.
  2. Enable bearing frequency markers and the display of harmonics up to 3×.
  3. Read against the colored lines: a significant peak (or harmonic family) at a characteristic frequency means periodic impacts from that component.
  4. Highlight peaks above the red threshold, and compare several measurements over time to confirm how fast the fault develops.

Step 4: report

Export all four views or the data to Excel. State the measurement point, operating speed, bearing type, band setting and characteristic frequency conclusion in the report.

Equipment for this function

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