Balancing & Alignment PDF
Balancing & Alignment PDF
Chris K Mechefske
September 4, 2008
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Course Overview
Introduction to Machine Condition Monitoring and Condition Based Maintenance Basics of Mechanical Vibrations Vibration Transducers Vibration Signal Measurement and Display Machine Vibration Standards and Acceptance Limits (Condition Monitoring) Vibration Signal Frequency Analysis (FFT)
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Course Overview
Machinery Vibration Trouble Shooting Fault Diagnostics Based on Forcing Functions Fault Diagnostics Based on Specific Machine Components Fault Diagnostics Based on Specific Machine Type Automatic Diagnostic Techniques Non-Vibration Based Machine Condition Monitoring and Fault Diagnosis Methods
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Current Topic
Machinery Vibration Trouble Shooting Fault Diagnostics Based on Forcing Functions Fault Diagnostics Based on Specific Machine Components Fault Diagnostics Based on Specific Machine Type Automatic Diagnostic Techniques Non-Vibration Based Machine Condition Monitoring and Fault Diagnosis Methods
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Unbalance Mechanical Looseness Rubs Oil Whirl Structural Vibrations Hydraulic Forces
Misalignment Soft Foot Resonances Oil Whip Foundation Problems Aerodynamic Forces
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Unbalance
Results in: excessive bearing wear (gears, bushings, etc.) fatigue in support structures decreased product quality power losses disturbed adjacent machinery
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Unbalance
Causes of unbalance: excess of mass on one side of rotor centrifugal force pulls rotor toward heavy side low tolerances in fabrication (casting, machining, assembly) variation within materials - voids, porosity, inclusions, variable density, finishes, etc. non symmetry of design - motor windings, part shapes, locations
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Causes of Unbalance
non symmetry in use - distortion, size changes, shifting parts due to stress, aerodynamic forces, temperature changes, etc manufacturing processes are a major cause of unbalance cost plays a role - perfect balance is always possible but at a cost unbalance can be corrected by adding or removing weight from rotor at the appropriate location pros and cons to both practices consider unbalance problems last
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Causes of Unbalance
Note:
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Unbalance
Unbalance Correction Methods Addition of mass: up to 20:1 vibration amplitude reduction on first try (if done carefully) if space limitations exist more than one addition of mass may be required
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Mass centering rotor principal axis of inertia found journal & shaft machined to match this axis very expensive
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Unbalance
Units of Unbalance gram - inches, gram - millimetres 100 g - in (10 g 10 inches, 20g 5 inches) rigid shafts may be balanced at any speed (theoretically)
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Types of Unbalance
Static Unbalance (force unbalance) principal axis of inertia is displaced parallel to the shaft axis found mostly in narrow, disc-shaped parts (fly wheels, turbine wheels) single mass correction placed opposite the centre-of-gravity in a plane to shaft axis and intersecting the centre-of-gravity knife edge balancing possible
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Static Unbalance
Static Unbalance
Static Unbalance
Static Unbalance
Static Unbalance vibrations will be in-phase and steady. Amplitude will increase as the square of the speed of rotation. (3X speed increase = 9X higher vibration) 1X RPM vibration is always present and dominates spectrum.
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Couple Unbalance
Couple Unbalance (moment unbalance) principal axis of inertia intersects the shaft axis at the centre of gravity two equal unbalances at opposite ends of shaft and 180 apart dynamic balancing methods needed
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Couple Unbalance
Couple Unbalance
Couple Unbalance
Couple Unbalance vibrations will be 180o out-of-phase. 1X RPM vibration is always present and dominates spectrum. Amplitude will increase as the square of the speed of rotation. May be high axial vibrations as well as radial.
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Couple Unbalance
Couple Unbalance
Overhung Rotor Unbalance vibrations are at 1X RPM and in axial and radial directions. Axial vibrations tend to be in-phase while radial vibrations may have unsteady phase readings. Overhung rotors usually have a combination of static and couple unbalance.
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Types of Unbalance
Quasi-Static Unbalance principal axis of inertia intersects the shaft axis at a point other than the centre of gravity combination of static & couple unbalance
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Quasi-Static Unbalance
Quasi-Static Unbalance
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Quasi-Static Unbalance
Quasi-Static Unbalance
Types of Unbalance
Dynamic Unbalance principal axis of inertia is neither parallel to, nor intersects the shaft axis. most common type of unbalance corrected in at least two planes to the shaft axis
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Dynamic Unbalance
Dynamic Unbalance
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Dynamic Unbalance
Unbalance
Rotor Motions a) in phase - static unbalance - all points vibrate in the same direction at the same time b) out of phase - couple unbalance - points at opposite ends vibrate in opposite directions
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Unbalance
Unbalance
Rotor Motions c) quasi - static unbalance (static & couple) - apex of vibration is moved away from centre of gravity d) dynamic unbalance - complex
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Unbalance
Effects of Rotational Speed at low speeds high spot (maximum displacement of shaft) at same location as unbalance at increased speeds the high spot will lag behind the unbalance location
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Diagnosing Unbalance
Vibration frequency equals rotor speed. Vibration predominantly RADIAL in direction. Stable vibration phase measurement. Vibration increases as square of speed. Vibration phase shifts in direct proportion to measurement direction.
900
900
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Unbalance
Correlating Center of Gravity Displacement with Unbalance important relationship when correcting for unbalance, setting balancing procedures, and tolerance selection. disc shaped rotor - simple long rotors - need to make assumptions
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Unbalance
Disc Shaped Rotor Example: Weight of disc = 999 oz. Unbalance mass added = 1 oz. Total weight, W = 1000 oz. Weight added 10 inches from center of rotation Unbalance force, U = 10 in 1 oz = 10 oz in. C of G displaced by, e = eccentricity
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Unbalance
Consider the C of G rotating at a distance e about the shaft rotational axis. U=We 10 oz. in = 1000 oz. e
10 oz. in e= = 0.01 in 1000 oz
e=
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U oz . in W oz .
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Unbalance
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Unbalance
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Unbalance
Note: displacement, e, is always only 1/2 of the measured relative vibration amplitude. for rotors longer than a disc shape,
U e= W
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Unbalance
For the case where the unbalance weight is near one end of the rotor: mr m r jh + d= W +m Ix Iz d = displacement of principal axis of inertia from shaft axis at the bearing W = rotor weight m = Unbalance mass r = radius of unbalance h = distance from center of gravity to plane of unbalance
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Unbalance
For the case where the unbalance weight is near one end of the rotor: mr m r jh + d= W +m Ix Iz j = distance from center of gravity to bearing Ix = moment of inertia around transverse axis Iz = polar moment of inertia around shaft axis Since Ix & Iz are not usually known, it is acceptable in most cases to assume that the unbalance causes parallel displacement of the principal axis of inertia.
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Unbalance
Field Balancing (in situ) Advantages: rotor balanced on own bearings balanced at normal operating speed balanced at normal load rotor driver same as normal operation no tear down, re-assembly & re-alignment in place trim balance not required
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Field Balancing
Advantages: down time greatly reduced generally simple procedures which require only - starting and stopping machine (may be time consuming) - adding or removing correction weights
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Pre-Balancing Checks
Before starting balancing Determine if mass unbalance is the problem by performing a complete vibration analysis If mass unbalance is not the problem, look into and correct other problems: excessive bearing clearance, looseness, resonance, and misalignment, etc If mass unbalance is the cause, continue with prebalancing checks
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Pre-Balancing Checks
Nature of unbalance problem (do a vibration analysis) Determine whether or not the rotor is clean Assess rotor stability (structural, thermal) Determine critical speeds (star-up/coastdown tests) Locate balance weights already in place Know details of balance planes or rings
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Field Balancing
Single Plane Balancing dynamic balance conducted in only one plane the centrifugal force developed by an unbalance is U
b
Fc = 2 g Ub = M r Ub = Unbalance (oz. in) M = weight of unbalance (oz.) r = radius from rotor center to M (in.)
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Field Balancing
Single Plane Balancing =2f f = frequency (Hz) g = acceleration due to gravity (ft/sec2) Fc = centrifugal force Note: The shaft motion induced by an unbalance will be orbital, that is, the shaft center will move in a circular path. The vibration transducer only sees the motion that is parallel with its principal axis of operation.
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Field Balancing
Single Plane Balancing Vibration Measurements The instantaneous vibration amplitude measured by a displacement transducer is, D d= sin (t) 2 d = instantaneous displacement = 2 f , f = frequency (Hz) , t = time (sec) D = Peak-to-Peak displacement Note: using displacement for balancing simplifies phase measurements and calculation of correction weight placement
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Field Balancing
Proximity probe measurement No electronic phase lag between signals with mechanical phase lag
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Field Balancing
Single Plane Balancing Vibration Measurements The instantaneous vibration amplitude measured by a velocity transducer is, D d d= cos ( t ) v=
dt 2
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Field Balancing
Strobe/velocity measurement With both electronic and mechanical phase lags
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Field Balancing
Single Plane Balancing Vibration Measurements The instantaneous vibration amplitude measured by an accelerometer transducer is, a=
d 2 D v= sin (t ) 2 dt
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Unbalance
Single Plane Balancing Procedure
1 - as is run 2 - trial weight run 3 - calculate and make permanent correction 4 - the final run
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Where: the trial weight resultant vector = (trial weight vector) + (initial unbalance vector)
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Weight Splitting and Consolidation Weight splitting is to place the weights at the desired locations (a and b) A parallel rule can be used to determine graphically the magnitudes of the weights at desired locations (a and b) by the lengths of the vectors Weight combination is the inverse process used to determine the location and magnitude of the combined weight
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Unbalance
Multiple Plane Balancing correction planes = number of bearings plus one depends on flexibility of rotor. several trial runs. cross plane effects matrix solution
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Summary
Mass unbalance of a rotor results when the mass center is not at the same location as the geometric center Mass unbalance causes a rotating force at the frequency of shaft speed The amount of mass unbalance force depends on the location of the mass center from the geometric center, the weight of the object, and the square of the speed
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Summary
Balancing is a procedure in which a balance weight that creates a force equal to the mass unbalance is placed opposite the effective location of the mass unbalance The heavy spot is the angular location of the mass unbalance on the rotor The high spot is the angular location of the peak of vibration (displacement)
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Summary
The high spot is measured during the balancing process; however, the balance weight must be positioned opposite the heavy spot. Either displacement, velocity, or acceleration can be measured; however, displacement is preferred The high spot lags the heavy spot as a result of electronic (instrument) and mechanical lag
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Summary
Balancing should not be performed until it is evident that misalignment, excessive bearing clearance, looseness, and distortion are not the cause of the vibration at operating speed The rotor should be clean and structurally sound prior to balancing Trial or calibration weights are used to obtain the mechanical lag
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Summary
The rule of thumb for selecting a trial weight is that it should create a force of not more than 10% of the rotor weight The vector method is used to determine the size and location of the correction weight Vibration is measured on the machine with and without the trial weight. The vectorial difference is determined to access the effect of the trial weight.
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Summary
The trial weight is moved relative to the effect vector so that it is opposite the original unbalance vector The size of the trial weight is adjusted so that the effect vector is the same length as the original unbalance vector Allowable field unbalance values are obtained from vibration severity levels in ISO 2372 (rms) and the modified Blake chart
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Parallel Misalignment (offset) shaft centre lines are parallel but offset from one another horizontal, vertical or combination
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High radial vibration 1800 out of phase Severe conditions give higher harmonics 2X RPM often larger than 1X RPM Similar symptoms to angular misalignment Coupling design can influence spectrum shape and amplitude
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Angular Misalignment shaft center lines meet at an angle intersection may be at driver or driven end, between units or behind units most misalignment is a combination of Parallel and Angular misalignment
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Characterized by high axial vibration 1800 phase change across the coupling Typically high 1 and 2 times axial vibration Not unusual for 1, 2 or 3X RPM to dominate Symptoms could indicate coupling problems
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Vibration symptoms similar to angular misalignment Attempts to realign coupling or balance the rotor will not alleviate the problem. Will cause a twisting motion with approximately 1800 phase shift side to side or top to bottom
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Dial indicator rod sag can be calculated should not be ignored can be measured using a straight piece of pipe
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Sg - dial indicator sag (mils) L - length of rod (inches) D - Outside diameter (inches) d - Inside diameter (inches) Kr - spring constant of circular rod (mild steel) Kr = 1.334 (D2 - d2) (L + Wd) Wd - weight of dial indicator (ounces)
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Sg - dial indicator sag (mils) L - length of rod (inches) D - Outside width or height (inches) d - Inside width or height (inches) Ks - spring constant of square rod (mild steel) Ks = 1.699 (D2 - d2) (L + Wd) Wd - weight of dial indicator (ounces)
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Misalignment
High harmonics of 1X relative to 1X. High axial vibration levels. Measurements at different locations are 180 out of phase. Vibration levels are dependent on temperature (change during warm-up). Vibration level does not change with rotational speed. Forces due to misalignment remain relatively constant with changes in shaft rotational speed.
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Later stages of sleeve bearing wear will give a large family of harmonics of running speed A minor unbalance or misalignment will cause high amplitudes when excessive bearing clearances are present
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Bent shaft problems cause high axial vibration 1X RPM dominant if bend is near shaft center 2X RPM dominant if bend is near shaft ends Phase difference in the axial direction will tend towards 1800 difference
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Similar spectrum to mechanical looseness Usually generates a series of frequencies which may excite natural frequencies Subharmonic frequencies may be present Rub may be partial or through a complete revolution.
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Resonance occurs when the Forcing Frequency coincides with a Natural Frequency 1800 phase change occurs when shaft speed passes through resonance High amplitudes of vibration will be present when a system is in resonance
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BELT RESONANCE
High amplitudes can be present if the belt natural frequency coincides with driver or driven RPM Belt natural frequency can be changed by altering the belt tension
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Often 2X RPM is dominant Amplitudes are normally unsteady, sometimes pulsing with either driver or driven RPM Wear or misalignment in timing belt drives will give high amplitudes at the timing belt frequency Belt frequencies are below RPM of both driver and driven
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Eccentric or unbalanced pulleys will give a high 1X RPM of the pulley The amplitude will be highest in line with the belts Beware of trying to balance eccentric pulleys
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Pulley misalignment will produce high axial vibration at 1X RPM Often the highest amplitude on the motor will be at the fan RPM
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Vibration amplitudes are sometimes severe Whirl is inherently unstable, since it increases centrifugal forces therefore increasing whirl forces
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Next Time
Machinery Vibration Trouble Shooting Fault Diagnostics Based on Forcing Functions Fault Diagnostics Based on Specific Machine Components Fault Diagnostics Based on Specific Machine Types Automatic Diagnostics Techniques Non-Vibration Based Machine Condition Monitoring and Fault Diagnosis Methods