06-20-05
MIKE MITSWEAS
INSTALLATION AND ALIGNMENT PROCEDURES
Installation Procedure for Installing Kop-Flex Dry Flexible
Couplings Between Driving and Driven Equipment Shafts.
Alignment Procedure for Aligning Driving and Driven Equipment
using Kop-Flex Dry Flexible Couplings and Alignment Tool
Number FR@meeeeeKX, F767/07 AUD FTCTO8
CONTENTS
1.0
2.0
3.0
4.0
5.0
6.0
7.0
8.0
9.0
General Information
Installation of Half Couplings
Alignment
Alignment Terminology
Axial Alignment Procedure
Bore and Face Alignment Procedure
Compute Horizontal and Vertical Offsets
Axial Check and Shim Adjust
Final Assembly
10.0 RemovalInstallation & Alignment Procedures,
(Created: 27235
Revieed: 314/95
4.0 GENERAL INFORMATION
The Kop-Flex disc coupling is dynamically balanced and must be assembled with all parts in the
positions specified by the match marks on the coupling. Each coupling assembly has a unique
serial number marked on every major component. Make sure the serial numbers match exactly
‘on every component used for the complete coupling. The spacer bolts and nuts are individually
weight balanced so any nut may be used on any bolt. Only bolts and nuts supplied by Kop-
flex are to be used. If serial number of coupling is known, individual nuts and bolts can be
ordered to replace lost or damaged ones without ordering an entire set. Kop-Flex disc
couplings are supplied in factory preassembled units. Do not attempt to disassemble the
half couplings. Do not tighten or loosen the disc pack bolts and nuts.
Prior to installation, inspect the coupling for any signs of damage during shipment. Check that
all parts are on hand and are as ordered. Components should be cradied or supported during
handling to avoid damage and should be wrapped for protection. Flanges and rabbets should
be kept free of nicks and burrs.
20 INSTALLATION OF HALF COUPLINGS
24 SPLINED HUB MOUNTING
Before installation, check the hub spline and shaft for nicks and burrs and dress if
necessary. When completed make sure the hub spline and shaft are clean. Heat the
entire half coupling to expand the bore; Do Not allow the half coupling temperature to
exceed 450°F (230°C). Do not apply an open flame to the disc packs. An oil bath or
oven is recommended. Place the half coupling in the proper position on the shaft. Hold
in place as it cools and install the shaft retaining nut or bolts if required.
2.2 KEYED HUB MOUNTING
Before installation, check bore and shaft for nicks and burrs, dress if necessary. Make
sure the hub bore and shaft are clean. For keyed taper bores, check the fit of the bore
to the shat
Keys must be precisely fitted to the keyways in the shaft and hub. Each key should
have a tight fit on the sides and with a slight clearance on top. To maintain dynamic
balance, the keys should fill he keyways exactly and not be too short or too long. Clean
the hub bore and shaft. Record the position of the hub on the shaft as the “start”
position for advancing keyed taper bored couplings.
Heat the entire half coupling to expand the bore; Do Not allow the coupling temperature
to exceed 450°F (230°C). Do not apply an open flame to the disc packs. An oil bath
or oven is recommended.
Place the half coupling in the proper position on the shaft. For keyed taper bored hubs,
the hub must be advanced the correct amount as specified by the machine
manufacturer or as given on the coupling drawing. Hold the hub in place as it cools.
For keyed taper bores, verify the hub advance and install the shaft retaining nut.
2.3. HYDRAULIC (KEYLESS) HUB MOUNTING
Specific instructions for hydraulic mounting of coupling hubs are given by the
manufacturers of the connected equipment. The following general instructions onInstallation & Alignment Procedures.
(Created: 2/23/95
Revised: 3/14/95
mounting are given for reference. Make sure the equipment manufacturer's instructions
are supplied and are followed.
‘Check the hub bore and shaft for nicks and burrs, dress if necessary. when completed
make sure the hub bore and shaft are clean.
Check the fit of the bore to the shaff, at least 85% contact is required. Make sure there
are no O-rings or backup rings in the oil seal grooves. Do Not lap the hub on the shaft
to obtain the required contact, use special gauges. Record the position of the hub on
the shaft as the "start" position of for advancing.
Clean the hub bore and shaft and install the O-rings and backup rings (if used). Place
the half coupling on the shaft and install the necessary hydraulic mounting equipment.
Place the hub in the "start" position and inject oil to pressurize the bore and expand the
hub. Check for leaks.
Push the coupiing onto the shaft to be specified advance. Keep the proper pressure in
the bore. Do Not exceed the maximum allowable assembly pressure specified on the
coupling general arrangement drawing or on equipment manufacturers installation
instructions.
3.0 ALIGNMENT
Cold alignment compensates for the thermal growth of operating equipment by correctly
offsetting the driving and driven equipment. The offset allows equipment to grow into alignment
at normal operating conditions. The correct offset is determined from the thermal growth of the
equipment by making hot alignment checks during factory testing.
The fixed equipment is the starting point shown in the Mechanical installation drawing and is
mounted on the package base frame and doweled into place. Subsequent field alignment is
made by positioning other equipment with respect to the fixed starting point.
Cold alignment face and bore measurements are made at the locations given on the
mechanical installation drawing. These measurements are compared to the alignment
requirements in the mechanical installation drawing. The illustration in the mechanical
installation drawing identifies the station number of the face plane for each piece of equipment
being aligned.
4,0 ALIGNMENT TERMINOLOGY
Axial alignment is the axial position of the driving equipment half coupling sleeve flange face
relative to the driven equipment half coupling sleeve flange face. This is termed calculated
flange to flange distance. Face alignment is the angular position of the driving equipment shaft
centeriine relative to the driven equipment shaft centertine. Bore alignment or bore offset is the
Parallel position ofthe diving equipment shaft centertine relative to the driven equipment shaft
centertine.
Bore and face relationships are determined by mounting the required field tool with dial
indicators to the equipment that you are aligning from at the location shown on the mechanical
installation drawing. Dial indicators should be positioned to sweep the bore and fave of the
equipment that you are aligning to at the location given on the mechanical installation drawing.
The field tool is slowly rotated and measurements are taken at 90-degree intervals. See Fig. 1
Ensure equipment bearings are lubricated prior to alignment.Installation & Alignment Procedures
(Created: 2723/95,
Revised: 314/95
44 BORE OFFSET
‘The bore offset or parallel offset is represented by a parallel line in respect to the center
line of the driven shaft. Bore left (BL) and bore right (BR) represent a parallel line to the
right and left of that center line, Bore top (BT) is above and bore bottom (BB) is below
the center line. When BR and BL are swept the reading indicates a vertical
displacement. See Fig. 2.
4.2. FACE OFFSET
Face alignment is represented by the centerline of the driving shaft which intersects the
centerline of the driven shaft at an angle. When face top (FT) and face bottom (FB) are
‘swept the reading indicates a vertical angular displacement. When face right (FR) and
(FL) are swept the readings indicate a horizontal angular displacement. See Fig. 3.
4.3 COMBINATION BORE AND FACE ALIGNMENT.
Combination bore and face offset is indicated when both face and bore are swept. The
bore offset indicates that the parallel centerlines are offset horizontally or vertically. The
face offset indicates that the centerlines intersect at an angle. See Fig 4.
AXIAL ALIGNMENT PROCEDURE
5.1 POSITION SHAFTS BEFORE AXIAL ALIGNMENT (Half Coupling Installed)
Power Turbine: Thrust payer turbine sheft toward riven equipment. (AA Postion)
Single Helical Gearbox: Pull input shaft out of gearbox until thrust surface is against
the bearing. Align input shaft in this position. When axial alignment is completed on.
input side of gearbox pull output shaft out of gearbox until thrust surface is against the
bearing. Align output shaft in this position.
Double Helical Gearbox: Measure axial travel between bearings on input shaft of
gearbox. Divide axial travel in half and center input shaft between bearings. With input
‘shaft centered, lock and mark it's position. Without moving the input shaft axially, rotate
the output shaft of gearbox until gears mesh. This positions the output shaft. Mark
‘output shaft position.
Compressor: Thrust compressor rotor toward suction end.
With equipment shafts thrust in their correct position, release red locking and yellow
collapsing screws at both ends so the so the half coupling sleeve flange faces will rest in
approximately the neutral position, allowing axial measurements to be taken from the
half coupling sleeve flanges in this condition. See Fig. 5.
Using an inside micrometer to align between half coupling sleeve flange faces, take an
average of at least four (4) axial measurements between half coupling sleeve flange
faces. Compare the average measured axial distance between half coupling sleeve
flange faces to the calculated flange to flange distance and adjust the connected
equipment accordingly to achieve the required calculated flange to flange with an initial
required tolerance of plus or minus .010. See Fig. 6| > CTS
NY
88 Fa
SORE MEASUREMENTS FACE MEASURENENTS,
Figure No. 1 - Alignment Terminology
SHAET A
a Se —
SHAFT a
Figure No. 4 - Combination Bore and Face AlignmentInstallation & Alignment Procedures
(Created: 223/95,
Revised: 9/1495
Calculated” Flange to Flange Distance Equals
Design Flange-To-Flange Distance plus Prestretch
Design Flange to Flange Equals
‘Spacer Plus One Shim-Pack
Prestretch Accommodates Thermal and Initial Axial Misalignment
6.0 BORE AND FACE ALIGNMENT PROCEDURE
Proceed with bore and face alignment when axial alignment is completed and the axial
measured distance is within plus or minus .010 of the calculated flange to flange distance.
Remove the red locking screws while storing for future use and tighten the yellow collapsing
‘screws equally to collapse the disc pack and pull the half coupling sleeve flanges apart allowing
clearance for the spacer rabbits allowing installation of the spacer. Tighten screws
progressively and in small increments. Before installation of the spacer install the red locking
screws to the half coupling on the equipment aligning from making the disc pack and half
coupling ridged and non flexible. This must be done progressively and in small increments.
See Fig. 5.
Place the coupling spacer without shim pack between the two half couplings and push the
‘spacer/sleeve fianges together at the half coupling aligning from and instal flange bolts and
Nuts to every other hole in the bolt circle of the half coupling aligning from and tighten. See
Fig. 7.
lot
Attach bore half and face half of alignment tool FT674l9* XXX (dash no. on mechanical
installation drawing) as shown in Figure 8 using tapped holes in unconnected end of spacer
flange. Bore half of tool is mounted 180° from face half and both halves must be adjusted to
sweep the bore and face of equipment aligning to at the location shown on the mechanical
installation drawing.
CAUTION:
While pulling or pushing the shaft against a bearing face to take up end play,
Rotate equipment shafts in normal direction of rotation. Reverse rotation of the
equipment can cause seal damage.
2. Equipment mounting bolts must be tight during bore and face measurements.
3. When dial indicators are set to zero, a minus indicator reading represents an
extended dial indicator shaft and a plus indicator reading represents a
compressed dial indicator shaft.
6.1 MEASURE FACE ANGULAR OFFSET
‘To measure the face alignment dimensions set face indicator to read zero at the face
top (FT) position. See Fig. 1. Sweep alignment tool 360 degrees to verify test setup.
Rotate dial indicator slowly in the normal direction of rotation, to the face right (FR)
position (Fig. 1). Observe and record dial indicator reading in Table 1
Rotate dial indicator slowly in the normal direction of rotation, to the face bottom (FB)
Position (Fig 1). Observe the record dial indicator reading in Table 2
Rotate dial indicator slowly in the normal direction of rotation, to the face left (FL)43 sHiveina sczeus
tthe cansenevs tay anche SF Stacie)
SH ia’
09 NOT TIGHTEN of LOOSEN
THe Ose PACE eoLTs aA
nuts
THe" tse Be
Figure No. 5 Red Locking
and Yellow Collapsing Screws
SHIPPING SCREWS -satpning ScacwS :
Geo Lecsing Ser staevs) TRE ca Getine carseacvs)
MEASUREO FLANGE Zo FLANGE OISTANCE
5 eae « ;
Figure No. 6
Four (4) Axial Measurements
Ss, For Axial Alignment
Figure No. 7
‘Spacer to Sleeve Flange Installation
for Bore and Face Alignment
Figure No. 8
‘Alignment Tool FT87104-XXX Installation ¢
for Bore and Face Alignment =Installation & Alignment Procedures
(Created: 2723/95,
Revised: 3/1495
position (Fig 1). Observe and record dial indicator reading in Table 1.
6.2 MEASURE BORE ANGULAR OFFSET
To measure the bore angular offset dimensions set bore indicator to read zero at the
bore top (BT) position. See Fig 1. Sweep alignment tool 360 degrees to verify test
setup.
Rotate dial indicator slowly in the normal direction of rotation, to the bore right (BR)
position (Fig 1.) Observe and record dial indicator reading in Table 1.
Rotate dial indicator slowly in the normal direction of rotation, to the bore bottom (BB)
position (Fig. 1). Observe and record dial indicator reading in Table 2.
Rotate dial indicator shaft slowly in the normal direction of rotation, to the bore left (BL)
position (Fig 1). Observe and record dial indicator reading in Table 1
7.0 COMPUTE HORIZONTAL AND VERTICAL OFFSETS
‘Compute the horizontal and vertical offsets using Tables 1 and 2 respectively. If the horizontal
offset is not within tolerance, adjust the engine position according to Horizontal Alignment
Adjustment Procedures in Step 1 below. If the vertical offset is not within tolerance, adjust the
engine position according to Vertical Alignment Adjustment Procedures in Step 2 below.
7.4 STEP 4- Adjust horizontal alignment as follows:
Loosen all engine mounting bolts and back off horizontal adjustment screws opposite
the direction of travel.
‘Adjust the engine side-to-side position using appropriate horizontal adjustment screws.
Tighten all mounting bolts.
Verify alignment in accordance with above mentioned face and bore angular offset
dimensions measurement procedures.
7.2 STEP 2 - Adjust vertical alignment as follows:
‘Compute the total shim thickness required from Table 2.
NOTE: If the total shim thickness is positive, remove required shims. If the total
shim thickness is negative, add required shims.
To raise or lower forward end of the engine
Loosen all mounting bolts.
Raise forward mount with vertical adjusting screws.
‘Adjust the number of shims under the mount bracket.
Lower the forward mount with vertical adjusting screws
Tighten all mounting bolts.
Verify alignment in accordance with above mentioned face and bore angular
offset dimensions measurement procedures.
To raise or lower the aft end of the engineInstallation & Alignment Procedures
(Crested: 272305
Revised: 31495
Loosen all mounting bolts.
Raise forward mount with vertical adjusting screws.
Adjust the number of shims under the mount.
Lower the aft mount with vertical adjusting screws
Tighten all mounting bolts.
Verify alignment in accordance with above mentioned face and bore angular
offset dimensions measurement procedures.
8.0 AXIAL CHECK AND SHIM ADJUST
When the bore and face alignment have been completed, remove the alignment tooling from
the spacer and the spacer from the half coupling. Remove red locking and yellow collapsing
‘screws at both ends so the so the half coupling sleeve flange faces will rest in approximately
the neutral position, allowing axial measurements to be taken from the half coupling sleeve
flanges in this condition. See Fig. 5.
Using an inside micrometer to align between half coupling sleeve flange faces, take an average
of at least four (4) axial measurements between half coupling sleeve flange faces. Compare
the measured axial distance between half coupling sleeve flange faces to the calculated flange
to flange distance this time using a required tolerance of plus or minus one (1) shim pack
thickness. If calculated flange to flange distance minus measured flange to flange distance is.
within tolerance (one shim pack thickness) shim adjust accordingly. See Fig. 6.
WARNING: Repeat axial alignment if not within the tolerance of one shim pack
thickness.
‘The axial shim adjust can be represented by:
‘Shim Adjust Equals "Calculated" Flange to Flange Distance minus
Measured Flange to Flange Distance
If SHIM ADJUST is zero, place one shim pack between the half coupling sleeve flange and the
spacer and store the second shim pack.
If SHIM ADJUST is a negative number, remove shims equal in thickness to SHIM ADJUST
from one pack and put the remainder of the pack between the half coupling sleeve flange and
the spacer (store the remioved shims and the second pack)
If SHIM ADJUST is a positive number, place one shim pack between this half coupling sleeve
flange and this spacer and remove shims equal in thickness to SHIM ADJUST from the second
pack and place them on the other end between the half coupling sleeve flange and the spacer
(store the remainder of the second pack).
WARNING: DO NOT put more than one shim pack between any half coupling sleeve
flange and spacer.
"Calculated" Flange to Flange Distance Equals
Design Flange-To-Flange Distance plus Prestretch
Design Flange to Flange Equals
‘Spacer Plus One Shim-Pack
Prestretch Accommodates Thermal and Initial Axial Misalignment.Installation & Alignment Procedures
(Created: 22395
Revised: 9/14/95
9.0 FINAL ASSEMBLY
‘With the red locking screws removed tighten the yellow screws equally; this collapses the disc
pack and pulls the sleeves apart to allow clearance of the spacer rabbets. Tighten the screws
progressively and in small increments; Do Not tighten them one at a time. See Fig. 5.
Place the coupling spacer with the correct amount of shim between the two half couplings
match marks are the same.
Release the collapsing screws; this must be done progressively and in small increments Do Not
loosen them one at atime. Store the yellow collapsing screws for future use. See Fig. 5.
Line up the match marks exactly and push the spacer/sleeve flanges together, pressing lightly
or tapping together. Do Not use excessive force.
Install the flange nuts and bolts so that if possible nuts are always on the spacer side. The
proper tightening torque is marked on the spacer and sleeve flange for reference.
10.0 REMOVAL
Remove the spacer bolts and nuts and break the flanges apart using the jacking screw holes
located between the spacer bolt holes.
Install the yellow collapsing screws in the clearance holes in the sleeve and tighten them
equally to collapse the disc packs. The collapsing screws must be tightened progressively and
in small increments; Do Not tighten them one at a time. This operation will pull the sleeves
wey from the spacer and allow the rabbets to clear so tht the spacer can be removed. See
Fig.
KEYED OR SPLINED - Install a puller on the hub using the tapped holes provided in the hub
face; pull the hub off the shaft. Do not pull on the sleeve or disc pack.
HYDRAULIC - Install the hydraulic equipment and remove the hub from the shaft, reversing the
installation procedure. Do Not exceed the maximum allowable assembly pressure specified on
‘the coupling general arrangement drawing, or on equipment manufacturers installation
instructions.
WARNING: If heat is used in removing the half coupling from the shaft, apply it directly
to the hub. Do Not use extreme temperatures. Do Not apply direct flame to the disc
pack.
If direct flame is required to remove the half coupling, the disc pack Must be protected
with insulating wool or flame resistant material. Excessive heat on the disc pack will
destroy the disc coating and reduce the service life of the coupling.Table 1 Computational of Horizontal Offset
Measured Value | In-tierence,” | Near Foot NF) “Par Foot (FF)
DI= 1
D2=
‘Mechanical Installation Drawing Reference Values
BL, FL=
(ee eee Face Diameter (FD)
Record Bore and Face Measurements
BL= FU=
BR, = FR,=
Horizontal Bore Offset Horizontal Face tect
HB = 1/2 (BL, - BL,) HE = Total Indicator Reading
Toate Sit Toe
NF = HB + D1/FD x HE FF =HB + D2/FD x HF
Table 2 Computational of Total Shimming for Vertical Offset
Measured Value | In-Line Machine Out-Of-Line Machine
Reference Near Foot (NF) Far Foot (FF)
D1=
D2=
Mechanical Installation Drawing Reference Values
BT, = FT,=
BB, = FB, = Face Diameter (FD)
Record Bore and Face Measurements
BT, = FT,=
BB, = FB, =
Vertical Bore Offset
(Bore Error)
Vertical Face Offset
(Face Error)
VB = 1/2 (BB, - BB,)
VF = Total Indicator Reading
Total Shim Calculation
‘Near Foot (NF)
Total Shim Calculation
Far Foot (FF)
NF = VB + D1/FD x VF
FF = VB + D2/FD x VF
10SANIGUNL UV IVS (Br ASVL DVI WY LUE ras vow oe
(Ly YOLVOION! TWIG) *golZ9L4 HLIM 3Sn
‘NSWdINDS LN3OVPaV_OL yOSS3YdWOO
ONINDIV JO SNV3W V 3GiAOYd OL
SNOTLONAS
sIg961S
ONITdNOD AYO PSS NY "POS [SITOH 9! SE) “(ST IOH v! psc) vo ONTUHIIU
FM Sr pG2) (SATOH Ol bS2) ‘vOZ "SI X3TIdOH_ ANY WOS
NOILISOd NI NMOHS
001 ONILVLOU
io
CS 2
Fe
Hc Xe Le Yaar
2 ie ee
3Z1§ 3d0 13AN3
ZONVIS
9149 ANG X314d0% ne
TTHOTSM 1S3
LVN Ada LOI OL J] SN TaNOD AYO X31d0K “VSUaAINN TOOL INSANOTTV.
Ss LHS YO4 L33HS Viva 1001 WYN 1O0L Z(1001 ONILVLOY GNV SHI0719 ANBWNOITV) ‘2012915 HLIM 380
"INSWdINOA LNFOVPGV_OL YOSSIYdNOD
QNINDI TV JO SNV3N V 3GIAOUd OL
NOTLONN
sig961S
SONTTIIIT
oOL ONILVLOY ONV
TWSUYSAINN
Sy00 18 LNSWNOT IW
ZOIZ914 NOIVINdd
H 8/1 S X 8/1 6 X «dl
73Z1S 3d0 13AN3
saz
THOTSM ISS
802914 LIM YOLVOIGNI IWIG
BWVN 1004
D/N ASG
2 LHS YOs 133HS VIVO 1001 .