Understanding Thresholds in Condition Monitoring
Definition: What is a Threshold?
Threshold (also called limit, setpoint, or trigger value) is a predefined value that separates normal from abnormal conditions in condition monitoring systems. When a measured parameter (vibration, temperature, pressure, etc.) crosses a threshold, it triggers an action—alarm notification, data capture, work order generation, or equipment shutdown. Thresholds are the decision boundaries that convert continuous measurement data into discrete actionable events, enabling automated monitoring systems to identify exceptions requiring human attention.
Effective threshold setting is fundamental to monitoring program success, balancing sensitivity (catching problems early) with specificity (avoiding false alarms). Thresholds embody the program’s decision criteria, reflecting equipment criticality, failure mode understanding, and operational risk tolerance.
Types of Thresholds
Absolute Thresholds
- Fixed values in engineering units (mm/s, °C, bar)
- Example: Alarm if vibration > 7.1 mm/s
- Based on standards (ISO 20816), specifications, or experience
- Same threshold applies regardless of history
- Simple to understand and implement
Relative Thresholds
- Defined relative to baseline or reference
- Example: Alarm if vibration > 3× baseline
- Adapts to individual machine characteristics
- More sensitive to changes
- Requires good baseline data
Rate-of-Change Thresholds
- Based on how fast parameter changing
- Example: Alarm if vibration increases > 50% in one week
- Detects rapid deterioration early
- Independent of absolute level
- Catches accelerating problems
Statistical Thresholds
- Based on statistical analysis of historical data
- Example: Alarm if value > mean + 3 standard deviations
- Accounts for normal variability
- Requires sufficient historical data
- Adaptive to process variations
Threshold Setting Approaches
Standards-Based
- Use ISO 20816 zone boundaries
- Industry-specific standards (API, NEMA)
- Advantages: Proven, documented, defensible
- Limitations: Generic, may not fit all situations
Experience-Based
- Based on historical failures and successes
- Institutional knowledge
- Refined over time
- Advantages: Site and equipment specific
- Limitations: Requires experience to develop
Risk-Based
- Threshold selection based on failure consequence
- High-consequence equipment: tighter thresholds
- Low-consequence equipment: looser thresholds
- Optimizes total program cost and risk
Common Pitfalls
Too Tight (Sensitive)
- Result: Excessive false alarms
- Effect: Alarm fatigue, wasted investigation time
- Risk: Real alarms ignored among false alarms
- Solution: Relax thresholds based on false alarm rate
Too Loose (Lenient)
- Result: Problems detected late
- Effect: Reduced lead time, higher repair costs
- Risk: Failures before detection
- Solution: Tighten thresholds, increase monitoring frequency
One-Size-Fits-All
- Same threshold for dissimilar equipment
- Doesn’t account for machine differences
- Either too tight for some, too loose for others
- Equipment-specific thresholds preferred
Threshold Optimization
Initial Setting
- Start with standards or conservative estimates
- Document rationale
- Plan to refine based on experience
Tuning Process
- Track Performance: Count true vs. false alarms
- Target Metrics: < 10% false alarms, > 90% true problem detection
- Adjust: Tighten if missing problems, loosen if too many false alarms
- Document: Changes and reasons
- Iterate: Continuous improvement over months/years
Validation
- Compare to actual failure events
- Did thresholds provide adequate warning?
- Were there false alarms that wasted resources?
- Adjust based on outcomes
Multiple Parameter Thresholds
Overall Vibration
- Primary threshold for general condition
- Simplest and most common
Specific Frequencies
- Bearing frequency thresholds
- 1×, 2× component thresholds
- More specific fault detection
Derived Parameters
- Crest factor thresholds
- Kurtosis thresholds
- High-frequency acceleration bands
- Advanced early detection
Documentation
Threshold Database
- All thresholds for all equipment
- Current values and history of changes
- Rationale for each threshold
- Approval and review documentation
Change Control
- Formal process for threshold changes
- Engineering review and approval
- Communication to operations
- Update monitoring system configuration
Thresholds are the decision boundaries that enable automated condition monitoring systems to identify equipment requiring attention. Effective threshold setting and continuous optimization based on performance metrics—balancing early detection with acceptable false alarm rates—is fundamental to condition monitoring program success and operator confidence in the system’s reliability.