Fault Tracing Techniques for Mechanical Equipment: A Systematic Review

Wenhao Zhang; Hui Yu; Jianbin Wang; Xuan Lu; Xinzhe Zhong

doi:10.37965/jdmd.2026.1287

Authors

Wenhao Zhang College of Mechanical Engineering, University of South China, Hengyang 421001, China
Hui Yu College of Aerospace Engineering, Chongqing University, Chongqing 400044, China https://orcid.org/0000-0002-7445-5505
Jianbin Wang College of Mechanical Engineering, University of South China, Hengyang 421001, China
Xuan Lu College of Mechanical Engineering, University of South China, Hengyang 421001, China
Xinzhe Zhong College of Mechanical Engineering, University of South China, Hengyang 421001, China

DOI:

https://doi.org/10.37965/jdmd.2026.1287

Keywords:

Fault tracing, Failure diagnosis, Citespace, Data-based method, Knowledge-based method.

Abstract

Fault tracing, a crucial part of fault diagnosis, is very important in reducing unexpected downtime and enhancing the availability of mechanical equipment. A thorough comprehension of diverse fault tracing techniques and their inherent characteristics is essential for choosing the most appropriate methods efficiently and accurately. This paper presents a comprehensive overview of research on fault tracing in mechanical equipment, using the Citespace software. It delves into the general research statue, tracing targets, methodologies, prevailing issues, and anticipated future challenges. The discussion revolves around two main tracing methods: data-based and knowledge-based. Each of these methods is introduced in detail, and comparisons are made of their respective pros and cons, as well as suitable application scenarios. Through a detailed review and summation presented in this paper, we strive to provide a systematic guide for implementing fault tracing techniques in industrial quality control. This endeavor is undertaken to offer practical insights for engineers seeking to bolster diagnostic systems, thereby improving the stability and quality of manufacturing processes.