Professional Documents
Culture Documents
Application and
Installation Guide
G3500 - G3300
● Mounting
● Alignment
Vibration
Transmission of undesirable vibration to
driven equipment or the support structure
may occur. In certain types of plunger
installations such as pumps, the engine
vibration is insignificant compared to the
driven equipment vibration. In this case, the
machine vibration could be detrimental to the
engine and its mounting, and could possibly
result in cracking or fatigue of a structural
member.
5
Alignment
An unsatisfactory engine mounting nearly
always results in alignment problems between
the engine and the driven machinery.
Assuming that failure of the driven equipment
does not occur first, the forces or loads
transmitted to the engine in the form of
pounding, twisting, flexing, or thrust could
result in engine crankshaft and bearing
failure. Costly failures of this nature can be
avoided if, at the design and installation stage,
the importance of proper alignment between
the engine and driven load and adequate Figure 1.
mounting to maintain alignment is
considered.
Engine Construction
As previously stated, the Caterpillar Engine is
built as a rigid, self-supporting structure. If
the engine is mounted on a true (flat)
foundation or on a pair of longitudinal beams,
the tops of which are in the same plane, the
Figure 2.
engine will hold its own alignment. If
subjected to external forces or restrained
from its thermal growth, bearing clearances
will be affected and bearing or crankshaft
failure can occur.
6
Bases Caterpillar Bases
Purpose and Function Caterpillar bases are designed to
The first design consideration for an engine eliminate frequent, periodic realignment
base is its physical dimensions. The base of the engine and driven unit. A properly
must provide the proper mounting holes for installed Caterpillar base will meet the
the gas engine and all other base-mounted following criteria:
components. The holes must also make
allowance for servicing of the engine and • Engine torque does not cause excessive
other components. They must provide misalignment.
clearance and provisions for proper
alignment. • Flexing of the foundation or substructure
under the base during operation does not
Design the base to maintain the original cause bending of the base.
alignment between engine and driven
equipment under all operational and • When the engine and driven unit are
environmental conditions. Misalignment mounted on a Caterpillar base, the entire
between an engine and driven equipment can package is able to withstand normal
cause vibration and shorten the life of handling during transportation without
couplings and bearings. Bases designed and permanently distorting the base or causing
fabricated by dealers, or others, must meet misalignment of the driven unit.
design requirements of the Caterpillar
• A Caterpillar base is free of torsional or
supplied base to assure strength and vibration
linear vibrations in the operating speed
resistance.
range of the engine.
The major cause of misalignment is flexing of
the base due to lack of torsional rigidity.
Other causes are poor installation methods
and incorrect alignment procedures.
Figure 4.
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Caterpillar offers different bases for close Other Bases
coupled units (such as single bearing Bases not manufactured by Caterpillar
generators) and for remote mounted units must meet several design criteria. These
(such as two bearing generators). The bases must be rigid enough to limit
base for a remote mounted two bearing torsional and bending forces caused by
generator must be sturdy enough to torque reaction and sub-base flexing.
provide support and maintain alignment. They must prevent excessive bending
The base for a close coupled single forces from passing to the engine block,
bearing generator can be lighter because couplings, and driven unit during
the base does not have to withstand shipment. To prevent resonance, they
torque reaction. Fastening the driven unit must have a natural frequency out of the
housing to the flywheel housing operating speed range. They must allow
eliminates the need for the base to absorb sufficient space for shimming so proper
the engine torque, see Figure 4. On alignment can be accomplished.
remote mounted units, the frame of the
driven equipment tries to rotate in the Bases For Engines With
same direction as the engine crankshaft. Close-Coupled Units
If the base were not rigid enough, engine Caterpillar does not recommend a specific
torque would cause the base to flex section modulus for the longitudinal
excessively. The result would be girders or cross members. Usually “I”
misalignment proportional to the amount beams or channel section steel beams in a
of load. This misalignment would not be ladder type arrangement are acceptable.
evident during a static alignment check.
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right front corner where a doweled bolt is
used.
9
Engine/Driven Unit For Mechanical
Drive
An engine and close-coupled driven unit
(for example, a transmission) used to
mechanically drive other equipment can be
mounted on a pair of longitudinal beams.
Figure 9.
10
Engines With Mounting Rails coupled driven units where the rails are
Standard Caterpillar mounting rails must be extended for the mounting of these units, see
used. Two types of mounting rails are Figure 11.
available, depending on application.
Mounting of engine to mounting rails.
Lugs or brackets have been welded to the
Four-point mounting rails are used if the sides of the oil pan at the factory and hold the
rails are to be secured to a base or foundation engine to the mounting rails. No shimming is
that will not be subjected to external forces allowed between the engine oil pan and the
that could cause distortion of the mounting mounting rails.
rails, see Figure 10. These rails can be used
for either remote-mounted or close-coupled Mounting of close-coupled driven units to
driven units. For close-coupled driven units, mounting rails. On engines whose mounting
extended mounting rails are available so the rails are extended to mount close-coupled
driven equipment can be fastened directly to driven units, these rails must not be notched
the rails. or the cross braces removed to provide
clearance for the driven unit. Shims are used
as necessary between the mounting feet of
the driven unit and the mounting rails to get
correct alignment with the engine. Bolts must
be used to fasten the driven unit to the engine
mounting rails.
Figure 11.
11
• Use shims as necessary to make sure the mounting block. Distortion of the mounting
mounting rails are in solid contact with the rails will result if these bolts are fastened
mounting blocks or base at all four from the rails into the base, see Figure 13.
mounting locations. Distortion of the
mounting rails will result when the anchor
bolts are tightened, if the mounting rails
are not in solid contact.
Figure 13.
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clearance between them and the ends of Shim Material
the rails, when the engine is at operating Shims can be used to get correct alignment
temperature. between the engine and the driven unit.
Depending on the application, shims are
required under the engine, under the driven
Thermal Growth
unit, or under the engine and driven unit. The
The change in distance between mounting
most commonly used shim materials are
holes due to thermal growth of the engine
metal and poured resin shims. Under no
must be considered when designing the base.
circumstances should lead be used as a shim
Cast iron has a coefficient of expansion of material. Lead is easily deformed under
0.0000055, and that of steel is 0.0000063. This weight and vibration and has poor support
means that the block of an engine 238.8 cm characteristics.
(94 in.) in length will grow 0.197 cm
Metal Shims
(0.0776 in.) if its temperature is increased
After the engine and driven equipment have
from 10°C (50°F) to 98.8°C (200°F). Using
been aligned, install brass or some other type
0.0000063 as the plate steel coefficient of
of non-rusting metal shims between the
expansion, a steel weldment of 238.8 cm
mounting feet or mounting pads of the engine
(94 in.) will grow 0.226 cm (0.089 in.) through
or driven unit and the base or other mounting
the same temperature range. The small
surface. The minimum thickness of each shim
difference in growth between the block and
pack under each mounting location should be
the lubricating oil pan is compensated for in
at least 5 mm (0.2 in.) This will prevent later
the design of the engine by making the holes
corrections requiring the removal of shims
in the flange of the attached component (rails)
when there are too few, or no shims
larger than the attaching bolts.
remaining. After installation of the shims,
Due to the growth resulting from thermal each mounting location must carry its portion
expansion, the engine must not be dowel of the load.
located in more than one location. Failure to
do this will cause unnecessary stresses in the
Important: When metal shims are used
between the mounting pads or feet and the base
engine and base as the engine tries to grow
or mounting surface, the mounting surfaces
due to temperature changes. It is
must be flat, free of burrs, and parallel to the
recommended that a dowel locator be used on
bottom surface of the mounting pads or feet.
one engine mounting rail located at the end
with the driven equipment. This will force all
thermal growth away from the engine
coupling. Clearance between the mounting
bolts and the mounting brackets on the base
will then allow slip to compensate for thermal
growth, see Figure 15.
Figure 15.
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Figure 16.
14
Figure 17.
Isolators
Engine power unit set isolation is required if:
15
Fiberglass, felt, composition, and flat
rubber do little to isolate major
vibration forces and should be avoided
as primary isolation methods. They
compress with age and become ineffective.
These also have low deflections and high
natural frequencies compared to engine
excitation frequencies.
16
Caterpillar Isolator Installation and
Adjustment Procedure
The engine base mounting surface must have
shims or grout to provide a flat surface within
a maximum deviation of 6.35 mm (0.25 in.) for
all three isolator contact areas. Shims or grout
should cover the full contact area of the
isolator pads.
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Foundations Bearing Load Capability
Figure 22.
Figure 24.
18
P(psi) = W (lb) If a concrete foundation is required, minimum
A(in.2) design guidelines include:
19
Note: Use 150 for English units and 2402.8 for
metric units.
Figure 25.
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G3500–G3300 Alignment
Defining Types of Misalignment
Inaccurate Flanges
Shimming
Procedure for Tightening Engine and Driven
Equipment Mounting Bolts
Bolt Torque
Mounting Bolt Location
Dial Indicators
Support Brackets
Accuracy of Dial Indicators Readings
Crankshaft Deflection Test
Alignment of Two-Bearing Generators
Factors Affecting Alignment
Bearing Clearances
Flywheel Sag
Thermal Growth
Positioning Engines
Cat Viscous Dampened Coupling
Alignment Procedures
Cat Viscous Damped Coupling
Other Couplings
Final Alignment
Realignment Limits
Alignment of Close-Coupled Driven Equipment
Crankshaft End Play
Alignment of Mechanical Drives
Alignment Procedures
Drive Shafts
Alignment
Improper alignment results in excessive
vibration, short life of generator/compound
bearing, coupling clutch parts, and frequent
re-alignment. Good alignment practices
include proper shimming, correct torque on
hold-down bolts, accurate dial indicator usage,
allowances for bearing clearances, thermal
growth, and accounting for other
characteristics of the engine.
Figure 26.
Figure 28.
23
Inaccurate Flanges Shimming
Inaccurate flanges cause apparent Shim packs under all equipment should be
misalignment and make accurate alignment 0.76 mm (.030 in.) minimum and 1.5 mm
impossible. (.060 in.)maximum thickness to prevent later
corrections requiring removing shims when
Face runout refers to the distance the hub there are too few or no shims remaining.
face is out of perpendicular to the shaft Excessive thickness of shims may compress
centerline, see Figure 29. with use.
Figure 30.
Figure 31.
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Procedure for Tightening Engine and Bolt Torque
Driven Equipment Mounting Bolts
Figure 32 shows the procedure used to verify A bolt is properly torqued when it is stretched
proper shimming of driven equipment or a calculated amount. Proper stretch clamps
engine has been accomplished. This the driven device to the base securely. The
information is on a decal that is available to be clamp is then maintained during movement
added to packages. When the proper number caused by vibration. An under-torqued bolt
of shims has been established, add or remove cannot maintain clamping force while
shims evenly when making alignment vibrations are present. It will gradually work
corrections. loose and allow misalignment to occur, see
Figure 33.
Figure 33.
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Mounting Bolt Location
Each engine or driven equipment mounting
bolt must bolt through solid material. If a
mounting bolt is in an overhung condition, it
will cause distortion, see Figure 34.
Figure 35.
Figure 34.
Dial indicator brackets must not bend due to
weight of the indicator. Commercially
Dial Indicators
available dial indicator brackets may not give
A dial indicator measures very small changes
adequate support when the indicator is
in distance. Alignment of shafting requires
rotated, causing false readings. Magnetic base
measurement of small changes in distance
dial indicator supports are not recommended.
dimensions. The indicator must be rigidly
located so the specified alignment values can To check support bracket rigidity, rotate the
be measured. same configurations of bracket and indicator
through a circle while indicating on the
Support Brackets bracket side of the coupling. A maximum
An indicator support bracket must rigidly reading of less than .025 mm (.001 in.) is
support the indicator when fixed to one of the allowed. It may be necessary to temporarily
shafts and rotated. The support bracket bolt a rigid reference arm on the bracket side
allows location of the dial indicator at the of the indicator coupling to read against when
measurement point. Proper brackets can be taking an alignment reading.
adjusted to work with varying driveline
configurations, see Figure 35.
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Figure 36.
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crankshaft in the normal rotation direction.
When the cheeks of the center throw past the
connecting rods, install a Starrett No. 696
distortion dial indicator, or similar tool, see
Figure 37. As a precaution, tie a string to the
gauge and secure it outside the engine to
facilitate retrieval should the assembly fall
into the oil pan. Zero the dial indicator’s
rotating bezel. Properly seat the indicator
rotating it on its own axis until it will hold a
zero reading. Then rotate the crankshaft in
the normal direction until the indicator
reading at bottom (plus or minus 45 degrees)
is within a range of plus 0.03 mm (0.001 in.) to
minus 0.015 mm (0.0005 in.) for the G3500.
Figure 39.
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Flywheel Sag
With the engine not running, the flywheel
causes the crankshaft to bend. The weight of
the coupling increases the bending. This
results in the checking surface (pilot bore or
outside flywheel diameter) rotating below
centerline of the crankshaft bearings. For this
reason, Caterpillar recommends alignment
checks be performed with the coupling in
place, see Figure 40.
Thermal Growth
As engine and generator reach operating
temperatures, expansion or thermal growth
will occur. This growth occurs in all
directions.
Figure 41.
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Figure 42.
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Indicator Reading Flywheel End Indicator Reading Front End
G3300 0.38 ± 0.05 mm (+0.015 ± 0.002 in.) 0.46 ± 0.05 mm (-0.018 ± 0.002 in.)
G3400 0.38 ± 0.05 mm (+0.015 ± 0.002 in.) 0.46 ± 0.05 mm (-0.018 ± 0.002 in.)
G3500 0.38 ± 0.05 mm (+0.015 + 0.002 in.) 0.46 ± 0.05 mm (-0.018 ± 0.002 in.)
Figure 43.
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Alignment Procedures Cat Viscous Damped Coupling
Perform final alignment after all major When using the Caterpillar viscous damped
equipment has been installed on the base. coupling, the rubber elements should be
Engines should be filled with oil and water installed at this time. Install the coupling
and ready to operate. The temperature of the grease retainer plate. Do not install the
engine and driven equipment must be silicone grease at this time.
equalized.
Shift generator fore and aft as necessary to
Complete step-by-step alignment procedures assure the inner member of the coupling is
are described in Caterpillar Service Special properly positioned between the rear
Instruction, Form No. SEHS7073, Alignment retaining plate of the coupling and engine
of Two Bearing Generators or SEHS7654, flywheel to allow for horizontal growth.
Alignment-General Instructions. Failure to do so can result in excessive
crankshaft thrust bearing loading and/or
Place driven equipment in its final position as coupling failure.
closely as possible without taking indicator
readings. There should be a minimum of Using a flexible steel scale or depth gauge,
0.76 mm (.030 in.) and a maximum of 1.5 mm measure coupling end clearance to check that
(.060 in.) of shims under each mounting horizontal thermal growth will not cause
surface of the driven equipment. metal-to-metal contact within the coupling,
Figure 46. Measure distance (axial clearance
Position driven equipment, using the leveling dimension) from the outer face of inner
and alignment screws, see Figure 45. coupling member to the outer face of grease
retainer plate. The distance should be
8.64 ± 0.76 mm (0.34 ± 0.03 in.) for front
drives 10.41 ± 0.76 mm (0.41 ± 0.03 in.) for
rear drive (fly-wheel mounted couplings).
Other Couplings
Flexible element of other couplings may need
to be removed during alignment checks.
Element stiffness can prevent accurate
alignment readings.
32
Figure 46.
Figure 47.
33
Two Bearing Alignment – “Base-within-a-Base” Type
Figure 48.
Figure 49.
34
When the generator is moved to correct face
alignment, it will be necessary to recheck
bore alignment and vice versa.
35
It is not necessary to make this check on Crankshaft End Play
smaller Caterpillar Generator Sets where the Before taking indicator readings during the
engine does not have rear mounting feet but alignment procedure, always move the engine
relies on the generator set support. However, crankshaft to the end of its end play toward
this check is necessary on smaller Caterpillar the front of the engine, and the generator
Engines where the driven equipment is also shaft to the end of its end play toward the
rigidly connected to another piece of engine. Do not use force against the
equipment. A common example of this would crankshaft or generator shaft while taking the
be a mechanical drive where the clutch indicator readings. After installation and
mechanism is bolted to the compound. Poor alignment of the generator, the crankshaft
mounting practices with this arrangement can end play must not be less then before the
cause excessive stresses in the flywheel installation of the generator.
housing.
thermal growth of the engine, flywheel sag After the gear drive unit is aligned mounted,
and main bearing clearance during cold align the engine with the gear drive unit. Use
dial indicators fastened to the input shaft of
alignment. With this vertical “offset” in the the gear drive unit to check for correct bore
cold condition, the crankshaft and gear drive and face alignment with the engine.
input shaft will be incorrect alignment at
operating temperature. Because of this
“offset” alignment, the coupling between the
engine and gear drive unit must be a flexible
coupling.
37
When aligning the engine to the gear drive
unit, the coupling misalignment limits must
not exceed the limits established for a
Caterpillar viscous damped coupling. See
Special Instruction Form SEHS7073,
“ALIGNMENT OF TWO BEARING
GENERATORS” for specifications on the
Caterpillar viscous damped coupling.
Figure 53.
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Materials and specifications are
subject to change without notice.
Printed in U.S.A.