T5pg23 30
T5pg23 30
and
A. F. P. Sanderson
Maintenance Engineer, Mechanical System Maintenance Division
Ontario Hydro
23
24 PROCEEDINGS OF THE FIFTH TURBOMACHINERY SYMPOSIUM
2. Precise and convenient measuring instruments and with the slow roll defect, and understanding of how optimally
transducers. to balance the rotor is of great benefit.
3. The ability to identify the model defects affecting each
rotor span and to make the appropriate corrections. THEORETICAL BACKGROUND
In most cases these procedures will produce acceptable It was as a direct result of the work contained in a course
results. However, difficulties still arise in the case of rotors that ( 1) given by Professor E. J. Gunter and his associates at the
have significant distortion of their elastic center, and it is with University of Virginia, that the response of bowed flexible
the resolution of this problem that this paper will deal. rotors was understood and described sufficiently clearly that
this effect was included in the balancing program with confi
DISCUSSION OF THE PROBLEM dence.
In general, a bent rotor in a continuous train of solidly At this time a computer program was being written to
coupled rotors will result in at least one journal running eccen extend the conventional two-plane theory of Thearle, (2) to
trically during slow roll. This eccentricity may be small in four planes, and it was to this program that Dr. Gunter's work
comparison to the maximum eccentricity that would be ob was adapted.
served at the rotor's mid span if such a measurement were A brief summary of the theory is provided as follows:
possible, but in the practical case this is usually the only indica
tion of the rotor slow roll shape available for direct comparison The general expression for rotor response due to unbal
with the rotor shape during running. The relationship between ance and slow roll eccentricity is shown below where x iden
the mid span eccentricity and the journal eccentricity will be tifies the bearing number, y the balance plane, and n, the run
complex depending on the concentricity of adjacent couplings number.
as well as relative rotor stiffnesses and weights and bearing
loadings. In order to completely balance the bent rotor it is not
L j [ ][ ] [ ]f]
Zx n = auxv �uv + arxv rx (I)
necessary to know what this relationship is. Theoretically, the
same balancing logic applies to the quite different cases of: X= 1, 4 y= 1, 4
n= 0, 4
1. A rotor that is significantly bent because of distortion
during service.
2. Straight rotors with significant coupling concentricity
[ J aux is a 4 x 4 matrix
errors, causing lateral offset of a rotor span without any
imposed bending. Zxn Complex shaft amplitude of bearing x during run n
3. Normally straight rotors with imposed bending �uy Complex unbalance eccentricity in Plane y
moments due to coupling face errors (coupling faces Complex influence coefficient relating unbalance in
not perpendicular to shaft axis). Plane y to the response at Bearing x
All three of the above cases result in constant bearing Complex slow roll eccentricity at bearing x
forces related to stiffness as well as dynamic forces caused by
unbalance. The forces due to any or all of the above effects arxy Complex influence coefficient relating slow roll ec
cause a constant slow roll eccentricity and the contributing centricity at Plane y to the response at Bearing x
components of each need not be known. The balancing process Study of Dr. Gunter's work shows that in a rotor that has a
is aimed at removing only the dynamic forces. This can be done high shaft stiffness compared to its modal mass, the residual
quite successfully even with a combination of the above listed bow or slow roll eccentricity complex influence coefficient ap
defects. proaches unity and becomes independent of speed. It has been
It is axiomatic among most balancing engineers that at our experience that this assumption is valid for large steam
tempts to balance a particular rotor with known misalignment turbine rotors with mid span bow eccentricities of up to .005
will result in either moving the high vibration to an adjacent inch and speeds of up to 3,600 RPM. It agrees with our basic
bearing or will achieve reduction of vibration at the chosen objective in balancing bowed rotors which is to balance only
balancing speed at the expense of higher vibration at other the elastic deflection to zero and not to impose any internal
speeds, especially at criticals. We believe that the above ob forces or moments on the rotor. Again, the aim is to achieve a
servations occur because part of the permanent slow roll eccen condition where the shape of the bowed rotor at all speeds is
tricity has been compensated for during the attempted balance the same as its shape during slow roll.
and that this is done unknowingly and without an understand Following the assumption that the residual bow coefficient
ing of the relationship between slow roll eccentricity and elas is equal to unity, then the residual bow may be subtracted from
tic unbalance. This is the case particularly when balancing is the rotor amplitude. Thus for the initial run at balancing speed,
done based on bearing housing vibration. The fact is that there from Equation ( 1).
is a limit to what can be acheived by balancing a rotor with a
permanent slow roll eccentricity. This limit is the removal of
dynamic forces only, leaving unaffected the eccentricity that
was measured during slow roll at each journal. The ideal result
where f } [ } [ } [��}
zxn = auxv �uv +
However, where the only recourse is to balance a machine 8rx is determined experimentally by running the machine
until the defect can be corrected at an overhaul or where it is at a very low speed where shaft elastic deflection may be con
judged to be cost effective to operate the machine indefinitely sidered negligible.
SITE BALANCING OF A LARGE FLEXIBLE ROTOR CONTAINING UNBALANCE ECCENTRICITY
AND PERMANENT RESIDUAL BOW 25
360
For the calibration runs:
L
Zxn - 6,x ] [ }[ Uuxy euy + �CAL J {3)
--
270
<I>
"'
LLJ
0:
"'
"'
a
BEFORE
n = 0, 4 1, 4 y = 1, 4
I
X= "' BALANCING "'
"" 180 ...J
"' "'
where �CALy = Complex Calibration Weight 0.
0
- _,,.-, __
z
""
Eccentricity in Balance Plane Y. .... "'
<I>
0.
I 270 �
0:
they are separated out into real and imaginary parts in order to "'
> "'
obtain eight linear simultaneous equations for programming I "'
a
-' I '
AFTER BALANCING
convenience. ;'! 4 I "'
z
"' / 180 �
::E "'
In extending this theory to four planes and multi-span -- ,. �
;3 ,.
z "' "'
rotor systems it also has to be extended to accept the concept of :::>
... 2 .,...
--- - ---"" 90 it
<I>
<(
modal correction. This is done by maintaining a coherent sys /
tem ofZ terms and '8" terms. If balancing is concerned with
rx
/
360
APPLICATION OF THE METHOD ---
The machine was allowed to cool out and cold datum re
sponse curves of amplitude and phase were obtained during a
0 �-r----.---�--� o
slow, controlled run to speed. The amplitude and phase re 1000 2000 3000 3000
sponse curves for both journals are shown in Figure 4. All SHAFT SPEED· REV./MIN.
--i4_--
•,,
24
22
BEARING N2 4
BEARING Ni 3
270 SCALEf'\.., f------1• 2 MILS PEAK
TO PEAK
and it is clear that both ends of the rotor are sensibly in phase corrected, the evidence of this is the dip close to zero
and that these indicate a considerable first critical speed mode amplitude at 2,950 RPM, above the critical speed. Although
defect. this condition of an undercorrected bend was suspected at the
time of balancing, any further increase in mid span first mode
Prior to this date two balance corrections applied to the
correction weights produced intolerably high vibration at 3,600
mid span balance plane had been made by the turbine man
RPM. Subsequent analysis of the effect of the coupling weights
ufacturer, but these had been aimed at reducing the response
that had been applied during previous balancing showed that
at synchronous speed of 3,600 RPM only. Some balance
these weights were the reason that a better compromise be
weights had also been added to a coupling plane outboard of
tween first mode defect and operating speed balance defect
the main rotor span. This latter practice is an expedient that is
could not be achieved.
sometimes preferred because of ease of access, but we will
discover later how this approach is incompatible with the con
cept of modal defect correction, and in fact can distort the rotor LOW SPEED BALANCING
response to such a degree that it can make modal separation DURING OVERHAUL
and optimum correction impossible until these weights are
removed. At this stage, the rotor was only suspected of having Mid span run out readings made while the rotor was in a
a bend and an attempt was made to balance what the response low speed balancing machine showed a total indicator reading
indicated to be a severe first mode defect, using the mid span (TIR) of .009 inch and, of course, the angular location of the
plane. high spot. At this time the rigid body modes were corrected in
the balancing machine with corrections distributed between
The result of this exercise is shown in Figure 6. A balanc the mid span and end planes according to a formula provided
ing speed of 1,700 RPM was chosen and mid span corrections by the manufacturer. It was not expected that this procedure
for the first mode defect were applied. Here, the very high would completely correct the rotor because its bowed shape
peak at the critical speeed has been eliminated but the vibra and response in its own bearings would be significantly differ
tion at synchronous speed has increased. At this point the ent to that in the balancing machine, and because no elastic
behavior of the rotor was puzzling; logic insisted that the first first mode deflection could be achieved. Balancing was done at
mode correction should not have upset the balance at 3,600 200 RPM. The low speed balancing was also useful in allowing
RPM to the extent that it did. Couple corrections were applied balance weights to be installed in the factory planes, leaving
to reduce vibration to acceptable limits at 3,600 RPM and this the field access balance planes available.
level further reduced with load. The machine was temporarily
left in this condition since it was due for a major overhaul, at The response of the rotor after low speed balancing is
which time the extent of any bow would be measured accu shown in Figure 7. The dip in the curve at 3,000 RPM repre
rately and remedial procedures would be applied at that time. sents a soaking period to allow an increase in rotor bore tem
The results obtained were analyzed in the meantime. The perature to reduce stress levels. This was not necessary during
shape of the response curve is similar in form to a bowed rotor other runs. This response curve is included to show the
response curve of Professor Gunter's where the bow is under- amplitude/phase relationship at 1,950 RPM and because it is
360
12
II)
210 �
"'
10 10
13
0
' Nl 3 BEARING
... "' � 8
180 6 �
::'l
.. . � o•
...
1:?
"4 --- � 4
"'
.. ��
..
.,.. ..... -----
�z .,.,.,.- ..... -�
io1--T=========::::::;:::::===-���r---
�
1 1000 2000 3000
----J3600o �o,l_�---
1000 2000 3000
-=====;�:':::::=::;::Jo
3600
SHAFT SPEED - REV. I MIN.
� SHAFT SPEED-REV./MIN.
:::>
... AMPLITUDE
::; -- AMPLITUDE
.. PHASE
::1 ----PHASE
..
360
�
II)
"'
� 12
0:
4 BEARING "' "'
Nf
270 ffi
>10
-�
1!: .... .... N• 4 BEARING
..J �� "'
i!a i'!s :
z � z
"'
,.-- ..... '
... 180 � lE I
.. .. 6 "'
,.., ..... _,
I· 0 I
z I
:::> "'
"'4 ... .
oL--,----�==���---.-0
1000 2000 3000 1000 2000 3000 3600
SHAFT SPEED- REV./ MIN. SHAFT SPEED- REV./ MIN.
Figure 6. Response of Bowed Rotor After Attempted Conven Figure 7. Response of Bowed Rotor After Low Speed Balanc
tional Site Balancing Procedure. ing During Overhaul.
28 PROCEEDINGS OF THE FIFTH TURBO MACHINERY SYMPOSIUM
the actual run up after low speed balancing. It shows this time, types of transducer. One advantage of this instrumentation
and overcorrected bend according to Gunter's work since the system may not be readily obvious but is of major importance.
response dips to zero below the critical speed. More impor There is no phase lag introduced into the measuring system by
tantly, it shows how incorrect it would be to balance only at the instrument. It gives true phase lag angle from a predeter
speeds up to 1, 900 RPM because of the subsequent response at mined angular datum to the rotor physical high spot at all
higher speeds. The Nyquist plot in Figure 8 shows this dramat speeds. This means, for example, that slow roll bend eccen
ically. Data from this run were not used for the balancing tricities which were measured with a dial gauge and referred to
computations because of the transient conditions. Repeatable the phase datum manually, can be directly compared to the
conditions at balancing speeds of 1,700 RPM and 3,600 RPM displacement and phase angle shown on the meter. They are
were established for balancing purposes. the same measurement and will read the same angle at
machine speeds that produce negligible elastic shaft deflection.
INSTRUMENTATION The instrument phase angle reading is an absolute value that
allows the physical position of the rotor high spot to be
In preparation for inclusion of the residual bow effect, visualized during the tests.
proximity probes were mounted at the rotor Bearings No. 3
and 4 (and also No. 5, the inboard low pressure turbine bearing
adjacent to Bearing No. 4). The decision and opportunity to
include the slow roll eccentricity effect was made only two days
before balancing was to commence; consequently the test fix
ture design is not very sophisticated. Throughout the balance
runs, journal seismic response was measured by mounting a
velocity transducer on top of the supervisory transducer which
observed shaft motion via a spring loaded shaft rider. In the
case of the slow roll eccentricity measurement, a proximity
probe was mounted on the bearing cap to observe a target that
had the same motion as the shaft riding probes. This arrange
ment is shown in Figure 9.
A commercial digital phase meter containing some minor
custom features was the primary read out device. This is shown
in Figure 10. This instrument employs two synchronous track
ing filters and provides a digital readout of speed, amplitude
and phase of the once per turn vibration component. The ve
locity signals were integrated to read out in mils peak to peak
and the phase convention and display was the same for both
90
90
BEARING N• 3
270
270
A portable vibration meter was used to provide signal FINAL BALANCING PROCEDURE
conditioning and power Sllpplv to each proximity probe and to It was {(lund that only Bearing No. 4, had signiHcant slow
allow probe gap setting and gap/voltage calibration. This is
shown in Figure 11. In addition to the direct proximity probe
roll eccentricitv . 0.5 mils at 180°) and excess he vibration, so
the correcti011 to be applied was based primarily on this re
inputs, the instrument allowed six hearings to he switch sponse. A mid span calibration weight was applied and its ef
selected and monitored during a nm to speed. Phase rekrence f(,ct at the chosen and repeatable balance speeds of 1,700 RP\1
was obtained hom the 111achine's own supcrvisorv phase pulse and :3,600 H.P\1 was mcasmed. It should be noted here that if
and this was the datum used during run out checks in the low these data are put into the computer program directly, along
speed balancing machine, during slow roll, and throughout the with the slow roll eccentricity vector oJ a cliflerent solution
tests. The oscilloscope was used to nwnitor continually the will be predicted l(Jr each speed. The reason for this is that the
1mflltered \·ihration wave shape. thcorv. is based on the response of a model having a single IU<iss
at the center of a flexible shaft. 'With this conflguration, only a
first mode can he signiflcantly excited and all vibration data
rd�:r to this n1ode: furthern1ort>, in Gunter's model the re
sponse was llleasured a t mid span making the system
additional!\ insensitive to anv ' second mode dfC:ct. To make
use of the J;rograrn, therd(m', only the in phase components of
vibration response at each hearing should lw used. The in
phase \'ectors \\Pre isolated and these data were used with the
slow roll ecccntricitv · vPctor to obtain the single correction
weight predicted h)· the computer program. Figure 12 shows
that the single weight produces an efit'd that converges to a
single point at both speeds and that this point of convergr,nce is
close to the ideal value of' the slow roll eccentricity of L'5 mils
at .180" for Bearing "io. 4 and close to zero f(lr H<"aring 1\:o. .').
The llnal response of the rotor is showu in Figure 1.3.
Numlwr 4. Hearing is seen to he HTV . close to the ideal caw of
constant slow rol l "ccentricitv ' vect< >r level over its complct<'
speed rang<'. No evidence or the critical speed at 2 . .350 HPl\-1
can he s<'CII at Bearing No. ,J although this can still h<: t!etccted
in the much lower Bearing :3 response. Again the �yquist plot
Figure 1 1. Usc of Purtablc Vi[Jrrttion !\[cterj(JI' Calihration and in Figure 14 is tl>e most graphic. Here the first critical speed
l'owcr SuJ•ply. can .,till he dearly seen al Bearing "io . .'3 in spite of tile low
90
360
12 U)
w
270 LLI
a:
10 ' "'
/ w
/ 0
'
3600 REV /MIN
,."''/ 160 lj
"'
"'
" ;�.'"� N2 3 BEARING z
w
6
' /
"'
0 "J
w
U)
0. 90 �
,_
0-
"'
<t 2
w
180 -·----".c---- -----+"'<-- --------- 0 0.
"'o L_-,------------�==r===�=:==���-r--.C�-�;�
.../ 1000 2000 3000 360�
i SHAFT SPEED- REV. I MIN.
AMPLITUDE
PHASE
1700 REV I MIN
360
z
0
� 12 U)
w
"' 270 w
a:
S: I O "'
w
-- 0
.../ ,.,.- ---------- '
SCALE .J' f-------1 = I MIL PEAK TO PEAK I! a -----
z
w ---- !80 �
"'
4 BEARING z
:I 6 N2
"
0
z w
:0 "'
... 4 "
90
:t:
a.
270
BEARING N2 4
�3 s�
,L__ '----------- -----T_ ______________ _ r�----
BEARING N2 3 1oo o 2 ooo 3ooo
SHAFT SPEED- REV./ MIN.
Figure 12. Conrcrgcncc of' Vectors at 1, 700 rpm and 3,600 rpm
Resulting From the Predicted Single Mid- Span Correction Figure 13. Final Rotor Condition Showing Flat Response at All
Weight. Speeds.
30 PROCEEDINGS OF THE FIFTH TURBOMACHINERY SYMPOSIUM
90
CONCLUSIONS
A large flexible turbine rotor containing a significant per
manent bend has been successfully balanced. Further conclu
sions regarding the technique for achieving this are as follows:
l. The amplitude/phase/speed response of the rotor must be
recorded over its complete speed range.
2. The first mode response must be isolated and only this
effect included in the balance computations.
18
- , :"t
22
180 ----------+-,----- :---f ..,.,--
-- -- 3. A precise measuring system and a meticulously applied
26
method for obtaining reliable and repeatable datum conditions
and calibration runs must be used.
4. As Professor Gunter's work predicted, the classical 90°
phase change at resonance did not occur for some combinations
of unbalance and residual bow. This effect compounds the in
adequacy of basing correction weight location on this assump
tion alone.
SCALE"-' t-------1 • 2 MILS 5. Balancing corrections based on a single speed are consid
PEAK TO PEAK
erably more inadequate in the case of a bowed rotor than they
-- BEARING N• 4 are in the case of a normal flexible rotor.
----- - BEARING N2 3
270
REFERENCES
Figure 14. Nyquist Plot of Final Response Showing Residual
Small Unbalance at Bearing No.3 and Dominance of Slow Roll l. Gunter E. J., "Dynamic Response and Balancing of Rotor
Eccentricity at Bearing No. 4. Bearing Systems," University ofVirginia, Short Course. Au
gust 1974.
level, but Bearing No. 4 is dominated by the constant slow roll 2. Thearle E. L., "Dynamic Balancing of Rotating Machinery in
eccentricity vector which is in phase with the peak level of No. the Field," Transactions ASME Volume 56, 1934, pp. 745,
3 Bearing. 753.