Setting up a condition monitoring programme

ISO 17359 sets out the general flow for condition monitoring: audit the assets, select measurements, establish a baseline, set alert criteria, then diagnose, prognose and act. Most failed programmes skip the criticality audit and start at sensor selection.

Key takeaways at a glance
TopicKey point
Start with criticality, not with sensorsThe commonest way to waste a condition-monitoring budget is to begin at "which sensor should we buy".
The flow in practiceStep What you produce Failure if skipped Equipment and criticality audit Ranked asset list with consequence of failure Monitoring spread evenly across
Baselining is where programmes quietly failTrending is relative. Every alert rule compares a current reading with a reference, so the reference has to represent a healthy machine under a known operating condition.
Alert criteria need an owner before they need a thresholdThresholds belong to the relevant standard and to your own baseline — ISO 20816 covers vibration severity evaluation, and the sensible route is to con
Competence and record-keepingTwo supporting standards carry more weight than their profile suggests.
The review loopISO 17359 treats condition monitoring as a cycle, not a project.
Standards referencedStandard Scope ISO 17359 Condition monitoring and diagnostics of machines — general guidelines ISO 13379 Data interpretation and diagnostics technique

Start with criticality, not with sensors

The commonest way to waste a condition-monitoring budget is to begin at "which sensor should we buy". ISO 17359, the general guideline for condition monitoring and diagnostics of machines, begins somewhere else: with an audit of the equipment and its failure modes, and a decision about which assets justify monitoring at all.

That ordering matters because the technique is determined by the failure mode. Choose the sensor first and you have committed to detecting whatever that sensor detects, which may not be what actually takes your plant down.

The flow in practice

StepWhat you produceFailure if skipped
Equipment and criticality auditRanked asset list with consequence of failureMonitoring spread evenly across assets that do not deserve it
Failure mode reviewDominant modes per critical assetTechnique cannot see the mode that actually fails
Measurement selectionTechnique, measurement point, intervalInterval longer than the P-F window; findings arrive after failure
BaselineKnown-good reference per pointExisting degradation encoded as normal
Alert criteriaThresholds and trend rules with an ownerAlarms nobody is accountable for
Diagnosis and prognosisFault identification and remaining-life estimateData with no interpretation
Action and reviewWork order, then feedback on whether the call was rightThe programme never improves its own accuracy

Baselining is where programmes quietly fail

Trending is relative. Every alert rule compares a current reading with a reference, so the reference has to represent a healthy machine under a known operating condition.

Two traps recur:

  • Baselining a degraded asset. Fitting monitoring to an old machine captures its current fault as "normal", and the programme then reports nothing until the fault worsens considerably.
  • Baselining at one duty point. On variable-load equipment a single reference produces alarms whenever the process changes. Either baseline per operating state, or record operating context with every reading so the comparison is like-for-like.

Alert criteria need an owner before they need a threshold

Thresholds belong to the relevant standard and to your own baseline — ISO 20816 covers vibration severity evaluation, and the sensible route is to consult it rather than to copy figures from an article. What no standard can give you is the organisational half.

Before any threshold is set, three things must have names attached: who receives the alert, who decides severity, and who has authority to change the maintenance schedule as a result. A programme without those three produces reports rather than avoided failures — and it is the single most common reason condition monitoring is quietly abandoned two years in.

Competence and record-keeping

Two supporting standards carry more weight than their profile suggests.

ISO 18436 defines qualification and assessment requirements for condition-monitoring personnel, by technique and by category. Data collection can be routed to trained operators; severity calls need qualified interpretation, or the organisation stops trusting the output.

ISO 14224 gives a structure for collecting and exchanging reliability and maintenance data. It matters here because without consistent failure and intervention records you cannot answer the only question that keeps a programme funded: did the findings actually change outcomes?

The review loop

ISO 17359 treats condition monitoring as a cycle, not a project. The step most often dropped is the last one: comparing what the programme predicted with what was found when the machine was opened.

That feedback is what tunes thresholds, retires techniques that never catch anything on a given asset class, and builds the internal evidence that justifies extending the programme. Skip it and the programme's accuracy is frozen at whatever the initial settings happened to be.

Standards referenced

StandardScope
ISO 17359Condition monitoring and diagnostics of machines — general guidelines
ISO 13379Data interpretation and diagnostics techniques
ISO 13374Data processing, communication and presentation
ISO 13381Prognostics
ISO 20816Vibration measurement and evaluation
ISO 18436Personnel qualification and assessment
ISO 14224Reliability and maintenance data collection
EN 13306Maintenance terminology

Frequently asked questions

What does ISO 17359 cover?

It is the general guideline for condition monitoring and diagnostics of machines. It sets out the overall procedure — equipment and criticality audit, failure-mode review, measurement selection, baseline, alert criteria, diagnosis and prognosis, action and review — rather than technique-specific limits, which sit in the companion standards.

Where do I get vibration severity limits?

From ISO 20816, which covers measurement and evaluation of machine vibration, together with your own baseline for that specific machine and mounting. Severity classification depends on machine class and support conditions, so figures copied from a general article are not a substitute for the standard.

How many assets should a first programme cover?

Fewer than most plants start with. Cover the assets whose failure consequence actually justifies analyst attention, prove the loop from alert to rescheduled work, then extend. Instrumenting broadly before the action loop works produces data nobody uses.

Do we need certified analysts to start?

For interpretation and severity calls, in practice yes — ISO 18436 sets out the qualification categories by technique. Routine data collection can be done by trained operators, which is usually the cheaper and more sustainable split.

Why do condition monitoring programmes get abandoned?

Most often for organisational rather than technical reasons: alarms with no named owner, no authority to change the schedule off the back of a finding, and no review loop comparing predictions with what was actually found. The technology keeps working while the programme stops mattering.

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