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Installing the Halo Endpoint (E1, E2, EX)

Updated over 5 months ago

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Click here to get more information about the EP types.

Overview

The Augury Endpoint (AC00009) is a smart wireless vibration, temperature, and magnetic sensor.

The Endpoints enable real-time continuous health monitoring of rotating machinery and is part of the Augury continuous diagnostics solution system named Halo. Halo brings comprehensive insights into the machinery status for enhanced operations, reliability, and maintenance practices. The endpoint connects via BLE to Nodes (“Gateway”) and sends the critical data about the machine for the Augury analytics and monitoring applications.

Radio info

EP TX power (BLE highest rated output power) is 4 dBm
BLE Frequency band : 2400MHz-2483.5hz

Safety

Safety is always your main priority. This guide will review:

  • How to protect yourself from hazards

  • When to secure the EP

  • Key safety precautions

  • The Safety Compliance Statement

Warning/Attention

This is a class A Product. In a domestic environment, this product may cause radio interference in which case the user may be required to take adequate measures.

When applicable equipment must be shut down, locked out, and tagged (LOTO) out prior to installation work.

Do not attempt to install endpoints on any equipment in proximity to unguarded or exposed hazards.

Use appropriate personal protective equipment as instructed by the installation site.

Do not open the enclosure unless the area is known to be non-flammable.

Not for use in marine environments.

Hazards and Protections

Before beginning an installation or conducting maintenance, examine the site to prepare for potential hazards. Always follow the installation locations safety rules, such as but not confined to:

  1. Hazards related to the work environment, ambient temperature, weather

  2. Hazards related to any other form of potential energy source

  3. Confined spaces (both permit-required and non-permit)

  4. Heights

When to Secure an EP

  • Secure the EP to prevent it from dismounting and causing damage to the machine and products. Look for:

  • Exposed shafts/couplings

  • Exposed belts/fan wheels

  • Damaged shaft guards

  • The max. ambient operating temperature of the EP is -40°C~+80°C (-40°F~+176°F)

Main Hazard

Causes

Protection

Damaged Shafts and Couplings

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Machine failure

Notify the Site contact/manager right away.

Exposed Rotating Shaft/Belts

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The machine has an exposed hazard area or damaged guard

Lock Out and Tag Out (LOTO) machine for installation if a new guard is needed alert the site contact/manager

Exposed Fan Blades

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The machine has an exposed hazard area or damaged guard

LOTO machine for installation if a new guard is needed alert the site contact/manager

Exposed Electrical Hazards

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Machine or area has exposed wiring

Notify Site Contact/ Site manager right away. If cleared LOTO the equipment to install

Working at Heights

Some locations the machines or the networking must be done at heights.

Always use fall protection and bring all relevant lift certifications

Extreme Heat

Some machines (like pictured compressor) can get very hot and cause burns.

Use Gloves and long sleeves around these types of hazards

Extreme Cold

Cold, windy environments

Use proper protective apparel. Long sleeves jacket and watch cap

Field PPE Equipment Checklist

Minimum list. Check at the site level.

Equipment Checklist

ANSI Approved Hard Hat

ANSI Approved Hard Hat

Steel/Composite Toe Safety Boots

Steel/Composite Toe Safety Boots

Safety Glasses

Safety Glasses

Hearing Protection

Hearing Protection

Fall Protection/ Safety Harness

Fall Protection/ Safety Harness

Note Each site can have more safety requirements. This list is the minimum for PPE.

Augury Hardware

Components

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Endpoint (EP) - (AC00009)

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Basic stud - (MM00031)

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Fin Mount Adapters
● Fin thick Short M18x1 - (MM00029)
● Fin thin M18x1 - (MM00030)
● Fin thick Long M18x1 - (MM00033)

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Stud Hex M18x1 with M8 thread X 1.25 pitch Drill
& Tap (MM00064)

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Fin mount jig

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Tools & Consumables

Tools

No.

Components

Image

1

2.5 mm Hex key with T-handle -
long flat edge

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2

8 mm Hex bit socket

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3

Open-end wrenches
● 22 mm wrench
● 19mm wrench

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4

Cutter

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5

Steel wire crimp

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6

Drill and tap set M8X1.25

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7

Cordless Drill

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8

Wire wheel brush / Flap Grinding
Wheel 120 grit / Sander Backing
Pad + sanding paper
(Used with a grinder)

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9

2" crimped wire wheel brush, Sank
mounting
(Used with a drill)

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10

Wire Wheel
(Used with a drill)

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11

Metal hand file set
(Course - Round, flat)

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12

Chisel

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13

Hammer
(8ounces (1⁄4 kg) recommended)

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14

Heat blower
(When applicable/needed)

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15

Heat blower
(When applicable/needed)

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16

Mobile Phone

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Consumables

No.

Components

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1

Loctite AA 330 Epoxy and
Activator (+ spare activators)

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2

Hernon ReAct 761 acrylic
adhesive and Activator 63

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3

330 Loctite 25ml with mist
Spray Kit

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4

Epoxy putty
(LOCTITE® Fixmaster® Metal
Magic SteelTM EA4636)

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5

Epoxy putty
(STEELSTIKTM EPOXY PUTTY)

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6

Loctite 242 Threadlocker

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7

GN00096 - Wire rope SS 316,
DIA 1/16" (1.6mm), 250ft

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8

GN00097 - Single saddle wire
clip SS 316, For DIA 1/16"

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9

Zipties - 8" & 18”

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10

Cleaning rags (lint-free)

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11

Heavy-duty cleaning wipes

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12

Degreaser

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13

Tap cutting fluid
(CT-90)

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14

80-grit sandpaper

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15

Heavy-duty latex gloves

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Preparing the Endpoint

WARNING: This shall only be done when the area is known to be non-flammable.

Turn on the Endpoint.

  1. Open the 4 cap screws securing the endpoint’s cover, using a 2.5mm Hex key.

  2. Gently lift the cover straight up and off of the endpoint.

  3. 1st turn on - The EP runs a self-test every time you turn it on. Review the Self-test results before installation. (Self-test definitions - WI00019) In summary :

    1. *Make sure the EP is static when running the self-test.

    2. Push the switch on the PCB upward and turn the endpoint on.

    3. An initiating LED sequence of all 3 LEDs lighting up, indicates that the endpoint is self-testing.

      1. If the test is OK the LEDs will shut off and blink blue periodically.

      2. If the self-test ends with constant red - don't use the EP. run the test again, and make sure the EP is static. If it fails again, Turn it off, mark it clearly as a faulty “EP Failed ST + constant red”, mark the SN and reasoning in the return list and send it back to Augury

      3. If the self-test ends with blinking red, the battery might be low - turn the EP off by pushing the switch on the PCB downward, wait 3 seconds and repeat stage a-b. if the self-test ends with blinking red again - if you have an extra battery swap it, if not mark it clearly as a “EP Failed ST + Low bat”. Mark the SN and reasoning in the return list and send it back to Augury.

  4. Gently slide the cover back down and ensure the led window faces the front.
    *Make sure the gasket (MI00008) is located correctly in the dedicated grove with no dirt or distractions.

  5. Re-fasten the hex head screws (About Torque 0.4Nm).

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Assemble the mounting stud

  1. Apply Loctite 242 Threadlocker on each stud thread.

  2. A few stud variations are possible:

    1. Basic flat stud (MM00031): Thread the stud into the endpoint’s base. Tighten it while holding the slip nut assembly to prevent it from rotating - using two 22mm open-end wrenches (and a 19mm for a smaller stud version). torque (13[N⋅m]=9.6[lb⋅ft])

    2. Fin mount (MM00029/30/33): Use when mounting on motor ribs. Choose according to motor size (use the rest that fits)

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  3. The Endpoint has a back ring for the optional use of the stainless steel securing wire.
    The other cable edge should be attached to a stable latch/none removable object that will ensure the EP is secure in case of attachment to the machine is compromised (if needed the studs includes a hole to secure to)

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  4. When gluing studs to the machine is not an option (due to machine or environmental
    constraints) use the drill and tap Stud (MM00064)

    1. On the machine, drill and tap to create the threaded hole in the machine body.

    2. Use thread lock on the thread that will be fastened to the machine body.

    3. Screw the mounting adapter into the endpoint.

    4. Tighten the adapter to the endpoint. Hold the slip nut assembly in place to keep it from rotating. Use 22mm open-end wrenches.

Preparing the Machine

Identify the mounting point on the machine

  1. Validate there is enough room for the EP

  2. Make sure the location is aligned with Augury for optimal vibration reading.

  3. Recognize the intended orientation of the EP

  4. Make sure the Serial number can be scanned after the installation - if it's a problem, map the EP securing in place.

  5. Identify any safety issues and plan accordingly - Do not install if there is a chance for damage to people or property.

When reusing an existing mounting pad already on the machine

  1. In case of re-mounting. The endpoint should be assembled in the exact same location as it was before taking it off. The exact location consists of the mounting point which is the machine’s bearing and the orientation of the endpoint.

  2. Clean the stud.

  3. Use thread lock on the thread.

  4. Securely screw the endpoint in place.

  5. Proceed to the mapping

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Prepare a mounting surface

  1. Remove all paint and epoxy to reach the exposed metal.

  2. Use a site-approved tool.

  3. Clean off a diameter of ~1.5 inches (40mm).

  4. Clean the surface with a degreaser and lint-free rags.

Mounting the Endpoint

Make sure you are using the correct EP type

  1. Use the correct EP type for the correct machine

  2. The app won't let you map an incorrect endpoint

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  3. The EP should have a label on the base that marks the type (e.g. E2, HZ...) [if not marked, it is most likely the E1 version].

  4. Marking Example:

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Apply the Glue in accordance with the manufacturer's directions

  1. Using the spray activator - spray on the machine body and the stud

  2. Applying the epoxy - it's easiest to apply it to the stud first.

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  3. Spray the epoxy with an activator.

Placing the Endpoint

  1. Immediately after applying the glue press the endpoint assembly down onto the epoxy and hold it firmly in place.

  2. While holding the endpoint in place, ensure that the orientation is aligned with the machine shaft axis, typically X direction on the EP is aligned with the shaft. (LED facing the motor body)

  3. Make sure you can see the endpoint serial number, and if not list it before gluing.

  4. when using a spray activator - Spray more while holding the EP in place.

  5. If you are remounting make sure you are in the same orientation. look at the original install photo - check the installation app if needed.

  6. If the surface is not completely flat, use some extra epoxy to fill any space between the pad and the machinery surface.

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  7. The epoxy should begin to visibly harden

  8. After 2-5 minutes (at 23deg c.) the endpoint should be secure enough to cure without being held in place.

  9. The epoxy will reach full bonding strength in a day or so.

  10. In extremely cold conditions (~40 deg. Fahrenheit and below) the epoxy might take longer to harden. Sub Zero temperatures are extremely difficult, and may not be possible.

    1. A heat gun can be used to warm the area to induce the curing.

    2. Pre-arrange a (preferably wireless) heat gun + some extra batteries.

    3. Holding the endpoint securely in place is crucial until the epoxy hardens.

    4. *Warning: Don't burn the epoxy - keep the blower at a small distance”

  11. Secure the endpoint in any case a suspicion that a fallen EP can cause damage using the stainless steel wire and clamp.

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The physical installation is done.

Make sure to leave the site clean and working.

Map an Endpoint in the Halo App

Available on Android devices- See the "Mapping an Endpoint" article.

  1. Open Halo Install App

  2. Click on the appropriate Install Field Job

  3. Click on the machines section

  4. Click on the machine you would wish to map your endpoints to

  5. Click on the area of the machine you would like to map first. (In this example, Motor NDE will be selected)

  6. Either scan the EP or manually enter the serial number

  7. Locate the orientation drop-down menu and verify correct EP mounting orientation

  8. Choose between the options that fit your mounting scenario (in this case the EP is mounted horizontally.)

  9. Click the camera icon and take a photo of the EP on the machine

  10. Upload the photo

  11. Verify the photo uploaded. (NOTE: this can take longer in low signal areas.)

  12. Click apply after photos and orientation are verified

  13. Select the next EP that needs to be mapped. Repeat steps 5 through 12 until all EPs are mapped

  14. If an EP is not needed for the bearing point, touch and hold the EP name. Select "Set EP as not required" on the pop-up menu.

Download the one-pager by clicking on the attachment below.

Remove an Installed Endpoint

Overview

When a machine component is taken apart for a repair, the endpoints installed on it would probably be removed and remounted at a later time. Either on the same part or on a new one.

Note: It’s important to know that each endpoint has a unique serial number, and each is linked to a specific bearing and orientation on a machine.

Especially when remounting several endpoints, be sure to put back each one in its original location.

Before removing an endpoint

  1. Take note of its exact location and orientation on the machine.

  2. If needed, Augury can get this information for you at any time.

  3. Each endpoint has a serial number, which is how it is identified for sampling a specific bearing.

  4. We recommend taking clear photos showing both the endpoint with its serial number visible and its orientation on the machine.

  5. You can also use a similar table to the following:

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Physical removal

  1. Use the 22mm wrench to loosen the slip nut on the endpoint. The external stud adapter may stay attached to the slip nut as you unthread it. Don’t worry if it does.

  2. If the slip ring is unreachable or won't budge because of epoxy.

    1. Remove the entire mounting pad and start fresh.

    2. The entire assembly can be removed by using a cold chisel and striking a short blow in between the disc and machinery surface to dislodge the epoxy.

    3. Remove the external stud adapter from the slip nut using two 22mm (or 19mm and 22mm) wrenches.

  3. If this endpoint is in good condition, and to be used at a later time, open its blue cover, turn it off, close the cover, mark it, and keep it somewhere safe until reuse.

  4. If the endpoint is not intended to be reused, Contact Augury for details.

    1. To make sure it has to been disconnected digitally

    2. Send it back to Augury, using a prepaid shipment

General Gluing Instructions

Instructions for Gluing Process

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Hernon 761+ Activator 63

1. Clean the surface of the machine from any paint or substances on the designated gluing area.


2. Spray Activator 63 2-3 times on the machine surface


3. Spray Activator 63 2-3 times on the stud\fin surface.


4. Wait for at least 3 minutes after the activator is applied.


5. Apply Hernon 761 on one of the surfaces, evenly so it would cover the surface.

6. Clamp the stud\fin to the machine and hold the EP firmly against the machine.


7. The EP can be released once the glue is initially cured and holds the EP in place (approximately 5 minutes).


8. It is highly recommended to use a hot air heat gun to accelerate the curing time.


9. The glue should hold the EP and continue curing for the following 24 hours.

Instructions for Epoxy Putty:

1. Cut the needed amount for gluing the stud (Fin or Flat) using a sharp knife. make sure to have some excess material for the next steps.

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2. Remove the clear tape and mix the putty in your hands (make sure to wear gloves) until the mixture has a uniform texture. putty color may change to darker.

3. Apply the putty on the stud

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4. Place the EP in its position and press firmly.

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5. Fold the excess glue on the stud. Make sure not to cover the lock nut.

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6. The glue should cure within 2-5 minutes (may vary due to environmental conditions)


7. In cases where installing a wire through the stud, insert the wire before folding the putty and then fold the putty.

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Wires and Wire Clamps Instructions

These instructions are created in order to ensure a successful securing process using P/N’s:

  1. GN00096 - Wire rope SS 316, DIA 1/16" (1.6mm), 250ft

  2. GN00097 - Single saddle wire clip SS 316, For DIA 1/16"
    After mounting the EP, locate a safe non-removable object to secure the EP to.
    Cut to the necessary length using steel wire crimp to enable a full loop for EP to secure location.

GN00096 - Wire rope SS 316, DIA 1/16" (1.6mm), 250ft
2 types of woven wires are available to use, both 1/16” in diameter.

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Pull the securing wire through the hole-based installation options:

Option 1: Through Stud

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Option 2: Through EP

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These instructions are created in order to ensure a successful securing process using P/N’s:

  1. GN00096 - Wire rope SS 316, DIA 1/16" (1.6mm), 250ft

  2. GN00097 - Single saddle wire clip SS 316, For DIA 1/16"
    After mounting the EP, locate a safe non-removable object to secure the EP to.
    Cut to the necessary length using steel wire crimp to enable a full loop for EP to secure location.

GN00096 - Wire rope SS 316, DIA 1/16" (1.6mm), 250ft
2 types of woven wires are available to use, both 1/16” in diameter.

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Pull the securing wire through the hole-based installation options:

Option 2: Through Stud

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Option 3: Through Protective Sleeve

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Secure the wire using a wire clamp.


Use GN00097 - Single saddle wire clip SS 316, For DIA 1/16"


Pull the wire through as shown in the picture below:

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Make sure the saddle faces the live end.

Use only one clamp.

Wire turnback length no less than one clamp width.

Tighten the two nuts alternately using an 8 mm Hex bit socket until both are fastened.

Make sure the wire is secure.

Document Number: WI00013

Revision: N

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