December 1984
Machinery MESsages
Machinery diagnostics using
shaft centerline position
measurements
By Bill Pryor
Regional Manager
Mechanical Engineering Services
Hidden, and potentially catastrophic,
problems on rotating machinery often go
undetected because only” shaft vibration
amplitude, frequency, and phase informa-
tion is analyzed,
‘Additional information, contained in
data that relates average radial shalt posi-
tion to bearing clearance, enables you to
diagnose and correct several types of ma-
chine malfunctions, including excessive
shaft motion, rotor instability, and mis-
alignment,
By evaluating de gap voltage, you can
determine the shaft centerline position rel-
ative to the bearing centerline and actual
‘mechanical clearance limits. You can also
calculate shaft eccentricity ratio and atti-
tude angle. This information is easily ob-
tained from a pair of proximity probes
mounted near a radial bearing (March,
1984 and October 1983 Orbit),
Identifying excessive shaft
motion
Centerline position measurements taken
during starup, between zero speed and
full speed operation, can be used to detect
excessive shaft motion
In Plot 1, for example, a comparison of
the shaft position change to the bearing
geometry indicates that the shat has ex-
ceeded the bearing clearance and an in-
spection is warranted. It i important 10
note that had we only compared the mag
nitude ofthe shaft position change (which
is 4.6 mils) to our diametral bearing clear
ance of 6 mils, we would not have detected
‘potential problem,
If visual inspection does not reveal evi-
dence of babbitt removal, then a loose
bearing ora bearing wit excessive clea.
ance may be indicated. With a loose bear-
ing, the shaft cannot achieve a normal
attitude angle within the bearing. A loose
bearing or a bearing with excessive clear-
‘ance has the potential to affeet the long-
term operability of a machine and,
therefore, should be corrected immedi
ately. By calculating the change in shaft
‘centerline position during startup, it’s pos-
sible to identify and correct these prob
Jems before they adversely affect the unit's
operation,
Rotor instability
Te potential for oil whirl also can be
detected by measuring shaft centerline po
sition changes. Plot 2 shows a machine
that exhibited an unusually large shaft
centerline position change with a corres-
ponding attitude angle of Mil degrees. The
calculated eccentricity ratio is 0.63.
This machine isa strong candidate for a
rotor instability mechanism, such as oil
whirl or oil whip. Research and field ex-
perience have shown that when the atti-
tude angle is 90 degrees or more, the total
effective damping of a rotor system is ex-
tremely small
Tn some instances, the rotor may not
display oil whirl or oil whip immediately
‘upon reaching an attitude angle of 90 de-
_precs because of either external or internal
preloads. I have experienced cases where
il whirl does not occur for several
months following bearing replacement.
‘Trending shaft centerline position
‘changes over a period of time also can as
sist you in predicting the potential for ro-
tor instability. Let’s return to Plot 1 for a
‘moment, Inspection of the bearing may
‘not have revealed a problem other than in-
creased bearing clearance.
But notice the attitude angle of the shaft
in Plot 1. It approaches 90 degrees. By
trending the shaft centerline position over
‘period of time, we would have been able
to detect the increase in the attitude angle
‘and would have permitted a more accurate
prediction of the bearing condition
In this case, a bearing design change
was not required. Replacement of the
worn bearing with a new bearing of the
same design will result in years of satis-
factory service from the new bearing. For
those machines which continue to display
a tendency toward oil whirl, however, the
‘accepted Solution isto replace the existing
bearing with a more stable bearing desiga pp
‘CENTERUNEDecember 1984
(e.g. a pocketed, lobe, or tilting pad
bearing)
Misalignment
Shaft centerline position changes and
amjtude angle measurements also can be
used to determine the alignment condition
of rotating equipment
Plot 3 shows the shaft centerline posi
tion changes and corresponding attitude
angles across the coupling of a turbine-
driven compressor. The bearing tthe tur-
bine exhaust end displays a normal shaft
position change for a counter-clockwise
‘operating machine, with a measured atti-
tude angle of 41 degrees.
Looking across the coupling, we find
thatthe compressor shaft has moved inthe
opposite direction, with an attitude angle
of 68 degrees (against rotation). Since all
the natural forces acting on a rotor ele
‘ment would cause the rotor to move inthe
same direction as the turbine, we can as-
sume that an outside influence has been
introduced to the system.
This ouside influence is typically inter.
nal misalignment (e.g., cocked or mis
positioned bearing) or external mis-
alignment (e.g., coupling). When this
condition exists, further investigation of
the alignment condition is warranted,
When to take measurements
In the examples cited above, shaft cen-
terline position measurements were taken
during startup condition as well as during
steady-state operation.
Taking these measurements during
startup permits you to immediately deter-
‘mine and correct potential problems be-
fore they adversely affect the unit
operation, Trending shaft centerline posi-
tion changes during steady-state operation
allows you to predict the potential for rotor
instability and identify babbitt loss due to
clectrostatic discharg
‘This isthe third and final segment in the
series of articles on shaft centerline posi
tion measurements. The first article, in
the October 1983 issue, introduced the
‘concept and presented a case history. The
second article, in the March 1984 issue,
detailed the techniques used to make shaft
‘centerline measurements. To receive these
articles, please check the following num-
bers on the return card:
October 1983 Orbit, L800.
March 1984 Orbit, L801
ORBIT
Additional information on shaft cen-
terline position measurements. is also
available by checking the following num-
bers on the return card:
Shafi Position Changes Reveal Machin
ery Behavior/Malfunctions, LO246.
Mechanical Degradation Due to Elec-
trostatic Shaft Voltage Discharge, 0247
ata Presentation Techniques for Trend
ctEARANGE
Plot 2
cenrentne—
Analysis and Malfunction, 10237
Plotting Average Shaft Cenerine Pos
tion, L028,
Preloads on Rotating Shafts, 10243,
Vibration Measurement: Parameters for
Predictive Maintenance, LO234
Diagnosis in Operation of Bearing Mis
alignment in Turbogenerators, by A. Cla
pis, G. Lapini, and T. Rossini, 10363.
True
sue