RFL Steelman Matrix
Exam validated  ·  Field tool
RFL
Steelman Matrix
Exam validated  ·  Field tool
The information provided by this tool is based on current best practice in ultrasound-based condition monitoring. It supports informed decision-making and should be treated as a professional recommendation. It does not replace the judgement of a qualified engineer, manufacturer specifications, or site-specific procedures. RFL Training accepts no liability for decisions made solely on the basis of this tool.
Before you begin

Read this once. It will make every inspection better.

This matrix supports your determination — it does not make it for you. You are the instrument. Your ears, your judgement, and your knowledge of the asset are the primary diagnostic tools. The matrix provides structure, guides your thinking, and produces a document that supports your finding. If you are uncertain, run the matrix again with different CI inputs and compare the outcomes. That is not weakness — that is good diagnostic practice.
Accurate shaft speed is not optional. Every X multiple calculation in Gate 2b depends on it. An incorrect speed produces incorrect bearing frequency classifications — a bearing fault can look mechanical, and a mechanical source can look like a bearing. If the speed is unknown, use a tachometer before collecting. Do not guess.

Convert between decibel microvolts and linear microvolts, or compare two readings to see the linear change.

dBµV
µV (linear)
RFL Steelman Matrix

Select a pillar to begin.

Pillar 1 — Mechanical Condition Monitoring
Bearings, pumps, motors, couplings, fans, rolls
Pillar 2 — Lubrication Replenishment Observations
Null return report · Recurring observation report
PILLAR 2 · LRO
Lubrication Replenishment Observations

Select the type of observation to record.

Null return — unchanged condition
The bearing did not respond to greasing. Signal unchanged. Generates findings sheet and DIS sheet for the planner.
Recurring observation
This asset behaves abnormally during lubrication replenishment over multiple visits. Generates a recurring observation report.
Asset configuration

Enter asset details if available. Fields are optional — required only to submit a formal finding.

Asset ID optional
Tech name optional
Turning speed optional
Date auto
Asset configuration
Motor / Coupling / Pump
Standard configuration
Build your own
Non-standard drivetrain
Select measurement point

Click where you are investigating. Energy flows left to right.

energy flow MOTOR SUCTION DISCHARGE PUMP Motor NDE bearing Motor DE bearing Coupling Pump DE bearing Pump NDE bearing Volute
Gate 1 of 3
Waveform consistency

Open your waveform in UAS®. Enter RMS and MaxRMS if available.

RMS (dBµV) optional
MaxRMS (dBµV) optional
Consistent
µV time →
Stable amplitude throughout the sample.
Inconsistent
µV time →
Amplitude changes dramatically mid-sample.
Gate 2 of 3
Acoustic assessment

The asset announces itself. Your ears are the first filter.

UAS® always marks the 10 highest peaks. Always. If you did not hear anything — in the field or on playback — those peaks are the tallest blades of grass. Do not go looking for a problem. Let the sound tell you there is one.
Play the time waveform in UAS®. Listen. Did something announce itself?
Gate 2b — Peak Classification
Classify the frequency

Discrete impacts confirmed. Identify the frequency of the repeating event before assessing CI trends.

3X running speed is NEVER a bearing. 3.243X is a strong indication of one. Exact integers are mechanical. Non-integers in the 0.35–12X range are bearing candidates.
Gate 3 of 3
CI assessment

Open the static trend screen in UAS. Look at what the trend lines are doing — not what the numbers are.

RMS value alone is never a determination. What matters is trend over time and whether RMS and Peak are moving together or diverging.
What is your RMS line doing over the last several readings?
Gate 2 — Volute Acoustic Assessment
Acoustic assessment

The volute announces its condition. What did you hear?

Cavitation sounds like popping, crackling, gravel, or static — NOT grinding. Vapor bubble collapse at the impeller. If you hear this, the fix is a process change, not a wrench.
In the field or on UAS® playback.
Gate 2b — Volute Frequency Classification
Classify the frequency

Repetitive impacts confirmed at the volute. Identify the frequency.

At the volute, integer multiples of running speed (3X, 4X, 5X) indicate impeller rubbing on the volute casing. This is a clearance issue — worn wear rings or severe off-BEP operation. Report to operations and planner.
Gate 3 — Volute RMS Trend
RMS trend assessment

Open the static trend screen in UAS. What is the RMS line doing?

At the volute, RMS reflects turbulence at the impeller. The further from BEP the pump is operating, the more turbulence — and the higher the RMS. A rising trend means conditions are getting worse. Report to operations.
Coupling gate
Coupling acoustic assessment

Couplings are assessed by airborne sound only — structure-borne transmission is unreliable at the coupling point. Your ears and playback are the tools.

Ultrasound at a coupling point captures airborne only. Do not assess CI trend data at the coupling — the signal is dominated by adjacent bearings. Acoustic queue is the sole diagnostic tool here.
Play the time waveform in UAS®. Listen. Did something announce itself?
Findings summary

Review your findings. Select the determination that the evidence supports.

No evidence of fault — continue routine monitoring exam aligned
No acoustic events. All CI indicators stable. No evidence supports intervention.
Evidence of developing condition — action required exam aligned
One or more gates returned a significant finding. Evidence for a developing condition is stronger than evidence for healthy.
Insufficient data — validate before acting exam aligned
Significant N/A answers, single anomalous reading, or conflicting indicators. More information needed.
Finding summary

Review your finding below. Print or copy to record it.

BYO — Drivetrain builder
Step 1 — Build your drivetrain

Add components in order, left to right. Energy flows motor → load. When the chain is complete, proceed to configure bearings.

Add component
BYO — Bearing config
Step 2 — Configure bearings

For each bearing location, select rolling element or plain bearing.

BYO — Schematic
Select measurement point

Click where you are investigating. Energy flows left to right.