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Rotor Balancing Simulator: Fourth Year Graduation Project
Rotor Balancing Simulator: Fourth Year Graduation Project
Faculty of engineering
Production Engineering Department
Fourth year
Graduation project
CHAPTER 2: UNBALANCING
2.1 Types of unbalancing
2.1.1 Static Unbalance
2.1.2 Couple unbalance
2.1.3 Dynamic unbalance
2.2 causes of rotor unbalance
2.2.1 Manufacturing - Causes
2.2.2 Assembly – Causes
2.2.3-Installed Machines - Causes
CHAPTER 3: ROTORS BALANCING
3.1 TYPES OF ROTORS
3.1.1 rigid rotor
3.1.2 flexible rotors.
3.2 Types of balancing
3.2.1Static Balancing
3.2.2Dynamic balancing
3.3 ROTORS BALANCING
3.3.1Principle of Balancing
3.4 General Balancing Procedure
3.4.2 Determining Balance Quality
3.4.3 Selecting a Proper Trial Weight
3.5 Single and Two plane balancing
3.5.1 single-Plane balancing Procedure
3.5.2 Two-Plane balancing Procedure
3.6 Consequences of rotor balancing
List of Tabels
Table 1 balance quality grades for rotors
Table 2 permissible residual specific unbalance
Table 3 Selecting one plane or two plane balancing
Table 4 initial run result
Table 5 test run for plane A result
Table 6 test run for plane B resu
CHAPTER 1
INTRODUCTION
Study of balance in rotary machines and more than 90% of machines are considered rotary.
Balancing represent 35% of rotating machines mechanical problems, so it’s critical to know how
to eliminate this problem and the common techniques to achieve reliable operation. The general
concept to solve unbalance problem is to added or remove mass at angular positions which
contribute to balance the centrifugal forces effect on the system. It’s a process requires skills,
time and money so a long research history try to find effective techniques to eliminate this
unbalance problem. A rotor is said to be unbalanced when its mass center does not lie on the axis
of rotation . According the International Organization of Standardization (ISO) as seen in
defines unbalance as that condition which exists in a rotor when a vibratory force or motion is
imparted to its bearings as a result of centrifugal forces. Unbalance is the uneven distribution of
mass about a rotor’s rotating centerline. In other words, rotational unbalance results when the
axis of rotation of a rotor system is not coincident with the principal axis of inertia. This
eccentricity occurs whenever there is geometric, material and property asymmetry about a rotor’s
rotational axis. Also, unbalance might originate during the manufacturing of rotor where
additional mass could be present or removed at a location of rotating shaft. Due to erosion
between parts there could be loss of material leading again to an unbalanced condition. They are
compensated during commissioning by placing balancing weights. It is not possible to
completely balance a rotating system, as there is a small amount of residual unbalance. The
system can only be brought to acceptable. Unbalance in rotating machinery causes dynamic
forces that bring about vibration and intensification of stresses at the bearing and other receivers.
1.2SOLUTION
When unbalance has been identified and quantified, the correction is straightforward. Weight has
to be either added or removed from the rotating element. The ultimate aim being to reduce the
uneven mass distribution so that the centrifugal forces and hence the vibrations induced in the
supporting structures are at an acceptable level.
1.3INTRODUCTION
Rotating machinery plays an important role in modern industry due to the wide range of
applications of these kinds of machines such as turbomachinery, compressors, generators, etc.).
The presence of mechanical vibrations is an inherent phenomenon in rotating machinery. Mass
unbalance and dynamic interaction between the stator and rotating parts are the main causes for
vibrations. The trend in industry has been to move towards high speed, high power, lighter and
more compact machinery, which has resulted in machines operating above their first critical
speed and increasing the vibrations problem. In spite of the fact that the total elimination of the
mass unbalance is impossible, it is very important to control the vibration amplitudes within
acceptable limits for a safe operation of the machines. An unbalance is the most common issue
affecting the turbomachinery rotors. A machine operation at high vibration level due to the rotor
disk unbalance will result in the damage to rotor bearings. The vibration level in industrial
turbomachinery is hardly ever monitored in online systems to record all exceeded parameters. It
is usually monitored in the key process machines. The operation of a supervision system will
result in their deactivation at reaching the alarm threshold vibration level. The rotor disk is in
almost all cases balanced in its own bearings supporting the shaft using the influence coefficient
method. In some cases, the rotor disk is balanced in normal operation using automatic balancers.
Although they do not solve the rotor unbalance issue, they reduce the vibration level at any given
time. The main disadvantage of the system is its high price, often exceeding the costs of a new
pump or fan. If technical conditions allow to stop the rotor for a short period, the disk can be
balanced using manual balancers, with a significantly lower cost compared to the automatic
balancing equipment. The unbalancing causes low of productivity because the machines operate
at low speed and its not allowed in industry . Unbalance is the most common source of vibration
in machines with rotating parts. It is a very important factor to be considered in modern ma-
chine design, especially where high speed and reliability are significant considerations.
Balancing of rotors prevents excessive loading of bearings and avoids fatigue failure, thus in-
creasing the useful life of machinery.
For a rigid rotor, the shaft deflection is very small, the mass inertia forces are small and the
majority of centrifugal force energy is counteracted by bearing deflection. The bearing vibration
is usually large and can be rectified by using normal balancing methods.
A flexible rotor is a component or machine that has significant bending during operation.
This bending can be seen when there is a change in speed. The change in speed affects the
centrifugal force, causing bending and twist effects to occur. These conditions are found more in
components where the length to diameter ratio is at its extreme and the component is running at
critical/operating speed.
Examples of flexible rotors are: paper machine rollers, high speed turbines, generators and multi-
stage pumps.
3.2 TYPES OF BALANCING
ii) A body is said to be in static balance when its centre of gravity is in the axis of rotation.
ii) A body is said to be in dynamic balance when the resultant moments or couples, which
involved in the acceleration of different moving parts is equal to zero.
iii) The conditions of dynamic balance are met, the conditions of static balance are also met.
In rotor or reciprocating machines many a times unbalance of forces is produced due to inertia
forces associated with the moving masses. If these parts are not properly balanced, the dynamic
forces are set up and forces not only increase loads on bearings and stresses in the various
components, but also unpleasant and dangerous vibrations. Balancing is a process of designing
or modifying machinery so that the unbalance is reduced to an acceptable level and if possible
eliminated entirely.
3.3.1Principle of Balancing
A rotor is balanced by placing a correction mass of a certain size in a position where it
counteracts the unbalancing the rotor. The size and position of the correction mass must be
determined.
The principle of performing field balancing is to make (usually temporary) alterations to the
mass distribution of the rotor, by adding trial masses, and to measure the resulting phase and
magnitude of bearing vibration.
The effects of these trial corrections enable the amount and position of the required correction
mass to be determined
Any fixed point on the bearing experiences the centrifugal force due to the unbalance, once per
revolution of the rotor. Therefore, in a frequency spectrum of the vibration signal, unbalance
is seen as an increase in the vibration at the frequency of rotation. The vibration due to the
unbalance is measured by means of an accelerometer mounted on the bearing housing,
as a function of frequency. The three curves have different slopes, but the peaks in the spectrum
occur at the same frequencies in each case. The same information about the vibration levels is
contained in each curve, but
the way the information is presented differs considerably.
The parameter selected for vibration measurement is usually the one with the flattest curve (the
most horizontally aligned spectrum). This parameter requires the smallest dynamic range in the
measuring instruments, so the signal-to-noise ratio is higher - the parameter with the flattest
curve is velocity and this is also the parameter that is most frequently used.
3.4.2 Determining Balance Quality
Ideally a balanced machine would show no unbalance at all. In practice however, due to
machining tolerances, perfect balance can never be achieved.
For different types and sizes of machines, the level of vibration regarded as excessive varies
considerably
ISO 1940 is based on the measurement of machinery vibration velocity The ANSI spec is
identical but printed by American National Standards Institute. The API specification is written
around pump
requirements in the Petro-Chemical Industries and classifies unbalance levels as a function of
rotor mass and operating speed .
ISO 1940 is famous for its classification of vibration in terms of G codes although many people
don’t know what they mean it is easy to figure out that G2.5 is a tighter tolerance than G6.3.
Notice the choice
of words here, tighter not necessarily better. G2.5 means a vibration velocity of 2.5 mm/s under
specified conditions. Unfortunately, it is the theoretical value assuming the rotor was spinning in
free space so it does not relate to actual operating conditions.
ISO 1940 uses a set of criteria to classify the acceptable vibration grade – a low speed marine
diesel has
a coarse grade while a high-speed grinding spindle has a very tight grade.
The tightest grades require balancing a rotor in its own bearings and under service conditions
In the image below, there is guidance for balance quality grades for rotors in a constant (rigid)
state
Table 1 balance quality grades for rotors
Table 2 permissible residual specific unbalance
3.4.3 Selecting a Proper Trial Weight
The specific unbalance is used to calculate the size of trial masses, which are used during
balancing to make temporary alterations to the mass distribution of the rotor, to determine the
relationship between the specific unbalance and the bearing vibration.
Proper trial weight (TW) selection is important because a weight that is too light may not provide
an adequate response for calculating correction weights and placement. A trial weight that is too
large may wreck the machine.
• You must know the speed of the machine. The faster the rotation, the more force from a
trial weight.
• The radius of weight placement. The farther from the center of rotational mass, the more
force.
• The weight of the rotor being balanced.
Maximum residual mass = Specific unbalance (g mm/kg) × Rotor mass(kg) / Correction radius
(mm)
A suitable trial mass is five to ten times the value of the Maximum Residual mass
3.5 SINGLE AND TWO PLANE BALANCING
Rotors are typically balanced in one plane or two planes by adding or removing material. We
early mentioned different types of imbalance in rotating machinery, and the importance of why
machines have to be balanced.
Selecting one plane or two plane balancing is not straightforward. It generally depends on two
factors. One of the factors is the ratio of the length of the rotor (L) to the diameter of the rotor
(D). The other factor is the operating speed of the rotor. As a general rule of thumb, we can refer
to the table shown below.
in fact, there is no clear distinction when one has to perform one plane or two plane balancing. It
is a common practice in industries to perform one plane balancing in relatively narrow rotors.
This is due to fact that the rotor weight distribution relatively parallels to the axis of rotation
3.5.1 single-Plane balancing Procedure
A trial mass has a known weight and it is fixed at a known radius at an arbitrary angular position
on the rotor. The machine is again run-up to operational speed. We get a new vibration velocity
4.Start up the machine and measure and record the new vibration level and phase angle.
5.Stop the machine and remove the trial mass.
The procedure for two-plane balancing is very similar to that for single plane balancing.
1.Set up equipment and accelometer on the rotor.
3. Measure and record the vibration and phase angle for each plane
4.Start up the machine and measure and record the new vibration level and phase angle for each
plane.
plane.
There are many documented “good consequences” and benefits associated with a well balanced,
smooth running rotor. Included among these are:
• Minimize vibration
Unbalance is still the major source of machine vibration.
• Minimize noise
Airborne noise is often directly attributable to mechanical vibration.
• Minimize structural stress
The forces produced by unbalance have to be absorbed by the surrounding structure.
• Minimize operator fatigue and annoyance
Exposure to high levels of vibration and noise affects operator efficiency.
• Increase machine life
The time between outages can be extended if the machine is running smoothly.
• Increase bearing life
Bearings bear the brunt of the unbalance forces.
• Increase product quality
Minimum vibration, especially on machine tools, produces better parts.
• Increase personnel safety
Dangers associated with machine failure are minimized.
• Increase productivity
Machines running smoothly have more “uptime” availability
CHAPTER 4
BALANCING CASE STUDY
4.1 SOFTWARE SETUP
This is the radius at the rotor where mass shifting will be done. It is not necessarily
the outer rotor radius.
Radius = 180 mm
Fixed position
settings for the test mass and for mass changes can be entered here for each type of rotor. These
presets may be modified later during the actual balancing process.
Test mass is calculated = 2.5 gm
4.1.3Units
Test runs start with the initial run. The rotor is left in its initial condition. Vibration is measured
at constant speed.
the unbalance result shown as
Vibration Phase
The initial run is followed by the test run for the first plane.
Vibration Phase
• Firstly, mass changes at plane A are cancelled if this was chosen in test run A.
• 2,5g trial mass is mounted at a suitable position in plane
• Rotation is started again and vibration measured at constant speed.
• Software will now show the unbalance result.
Vibration Phase
Plane B
Plane A Plane B
vibration level 0.5 mm/s 0.4 mm/s
-In plane A reduction in vibration velocity level of 93% from the original 7,2 mm/s
-In plane A reduction in vibration velocity level of 97% from the original 13.5 mm/s
5.1 COMBONENTS
2-Inverter (lslvm100)
Fig. 20 Inverter
3- Bearing (UP004)
Fig. 21 Bearing specification
L=
D=
6- coubling
Referances
• Ehrich, R., 1980, “High Speed Balance Procedure,” Proceedings of the Ninth Turbomachinery
Symposium, Turbomachinery Laboratory, Texas A&M University, Collection Station, Texas, pp.
25-31
• Macdara MacCamhaoil, "Static and Dynamic Balancing of Rigid Rotors", Brüel & Kjaer,
• Gary K. Grim, John W. Haidler, Bruce J. Mitchell, “The Basics of Balancing”, Balance
Technology Inc., 2014
• ISO Standard 1940, 2003, “Balance Quality Requirements for Rotor in Constant (Rigid) State,”
International Organization for Standardization, Geneva, Switzerland.