Balancing Theory and Applications (Rev. 2.1) Ing. G.


Mandello del Lario, 30.07.99

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Note from the writer
The following text reports the main arguments discussed during the balancing courses proposed by CEMB and are a record for the participants and a guiding path for the teacher . During the courses ,the different arguments are more widely explained and enriched with practical examples. The explanation ,even if correct ,is simple and full of useful examples , and so understandable to all the people (with different culture level ),interested in the balancing technology .. By mentioning the source , reproduction of parts are possible .

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INDEX CHAPTER 1 BASIC PRINCIPLES 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 1.11 1.12 1.13 1.14 1.15 1.16 1.17 1.18 1.19 1.20 Balancing requirement Unbalance(definition) Unbalance measuring unit Centre of mass (definition) Mass eccentricity (definition) Axis of inertia (definition) Unbalance classification Static unbalance (definition) Couple unbalance (definition) Dynamic unbalance Equivalent total unbalances (equal) Vector relationship between unbalances Dynamic balancing Examples of dynamic balancing Unbalance effect Balancing speed Common frequent words Criteria for deciding the number of balancing planes ( 1 or 2 ) for rigid rotors Static balancing without the use of a balancing machine

CHAPTER 2 BANANCING TOLERANCES 1.21 1.22 1.23 1.24 1.25 1.26 Foreword Balance quality grades for various groups of representative rigid rotors Balancing tolerance Examples of calculation of the residual unbalance according to ISO 1940/1 Standards for rigid rotors . Evaluation of the balancing quality G (The total residual unbalance is known) Balancing tolerances according to API 610 standards Balancing tolerances calculated according to the maximum admitted load on the bearings 1.27 1.28 1.29 1.30 Allocation of permissible residual unbalance to each correction plane according to ISO 1940/1 Static / couple unbalance with narrow balancing planes Balancing tolerance / balancing planes Balancing certificate

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A.p.ITALY .6 3.8 3.10 3.11 Foreword Coupling accuracy evaluation Basic principles to design a mounting adapter Examples of mounting adapters Common errors caused by the Adapters Electronic compensation for mounting adapters errors.5 3. 9 .rotor shaft key convention Balancing the fitment (flywheel .coupling .(eccentricity compensation) Manual compensation for mounting adapter errors (eccentricity correction) Example for evaluating the error caused by a coupling sleeve mounted eccentric Basic concepts for adapter eccentricity correction Balancing of rotors shafts without fitments 3.9 3. 3 CHAPTER 3 MOUNTING ADAPTERS 3.MANDELLO DEL LARIO (LC) .Via Risorgimento.2 3.4 3. etc. 0341/706111 .1 3.) with an adapter having a full key CHAPTER 4 ON FIELD BALANCING Foreword Necessary equipment Theory Test mass calculation method Two planes balancing on service conditions Not linear response Manual unbalance calculation with the graphic vector method Evaluation of the optimum angle position of the test mass during calibration Manual balancing with the use of a simple vibration meter CHAPTER 5 FLEXIBLE ROTORS BALANCING Foreword Shaft critic (natural ) speed evaluation methods Calculation of the critic (natural ) speed Natural frequencies of a beam calculation Rotors classification Rotor flexibility measurement on a balancing machine Basic criteria for flexible rotors balancing Rotors classification according to balancing requirements Quasi rigid rotors Examples of low speed balancing Flexible rotors Number of balancing planes CEMB S.7 3. .

Modal balancing Modal balancing test masses set Influence coefficients method Balancing tolerances for flexible rotors Flexible shaft bending evaluation (Whirl) CHAPTER 6 THE BALANCING MACHINES Industrial balancing machines classification Unbalance transducers and support mechanics Horizontal axis balancing machine support Horizontal axis hard bearing balancing machine support equipped with piezoelectric transducers Vertical axis dynamic balancing machine equipped with piezoelectric pick ups. Unbalance calculation mode Main differences between hard and soft balancing technology Error occurring when using a soft bearing machine for static unbalance measuring Hard bearing balancing machine proper use Working range of a variable speed hard bearing balancing machine Specific calibration balancing on a hard bearing machine (Self learning of influence coefficients) Different types of cradles used for rotors balancing CHAPTER 7 BALANCING METHODS FOR MOS COMMON CASES Crankshafts Propeller shafts Propeller shaft body balancing (No flexible joints) Fan impellers Pump impellers Paper rolls Vehicle turbo chargers Hydraulic couplings Tools and toolholder balancing Car wheels Plough shafts Centrifugal separators Electric armatures Textile machines components Relationship Unbalance-drill depth CHAPTER 8 BALANCING MACHINE CONTROL

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Test rotor Calibration control Balancing machine test according to ISO 2953 Balancing machine control according to ISO 9000 standards . CHAPTER 9 REFERENCES

CEMB S.p.A. - Via Risorgimento, 9 - MANDELLO DEL LARIO (LC) - ITALY - tel. 0341/706111

Cap. I - 7



Balancing requirement

Unbalance control and measure of rotating bodies is today more and more important for different reasons:

1) Higher and higher operating speeds (more production) 2) Lighter frames (lower production costs) 3) Service speed near to critical speeds (technologic or space reasons do not allow more rigid frames) 4) Longer life for each parts (bearings for instance) for a reduced load

5) Lower maintenance costs (for repair and change) 6) Longer machines availability (less production stops)

It is important to point out that the measure of the unbalance is an overall control placed at the end of the production line (it reveals errors on dimension tolerances,casting faults,uneven parts) and it is an index for the quality of the final product.

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. I . m j are the single masses belonging to the section i r j are the distances of the component masses to the axis of rotation The symbol ∑ means vectors From definition it is clear that the unbalance of a section is the mass static moment calculated with reference to the axis of rotation Total unbalance U t is the set of local unbalances and is mathematically described by the following formula Ut = U i { } CEMB S.Cap.A.Via Risorgimento. 9 .p. that is the ideal line around which the mass distribution is considered Example: Balanced section Unbalanced section Every rotor can be divided into different sections (perpendicular to the axis of rotation) having each one its own unbalance. 0341/706111 .ITALY .8 1.2 Unbalance(definition) Not uniform mass distribution around the axis of rotation A Rotor is unbalanced when its mass is not evenly distributed around the axis of rotation From definition it is clear that it makes no sense to speak of unbalance without defining the axis of rotation. As consequence we call local unbalance (of the section i) the value U i = ∑ m j ⋅ rj where U i is the unbalance of the section i (described by a vector normal to the axis of rotation).MANDELLO DEL LARIO (LC) .

0341/706111 .Cap. . (vector with direction P-O and value equal to m·r.) Unbalance measuring unit is: gr ⋅ mm mass distance from the axis of rotation U = m ⋅ r = 10 gr ⋅100 mm = 1000 gr ⋅ mm Same value for U = 1000 gr·mm can be obtained with a mass of 20 gr on a radius of 50 mm (placed in the same angular position) In fact we obtain U = 20 gr · 50 mm = 1000 gr·mm 50 CEMB S.MANDELLO DEL LARIO (LC) .A.ITALY .3 Unbalance measuring unit Please refer to the following drawing which shows a perfectly balanced section (U = 0). I .9 9 .Via Risorgimento. on which a disturbing mass m has been added on point P at a distance from the axis of rotation equal to r Added mass m causes an unbalance U.p.

centro di massa Calculation example We obtain: m1 ⋅ r1 = 3 × 25 (Vettore orientato a sinistra) = 75 gr ⋅ mm m2 ⋅ r2 = 1× 75 (Vettore orientato a destra) = 75 gr ⋅ mm (The words mass centre or gravity centre are used indifferently The centre of mass of a system is important because its motion can be described as the sum of the mass centre plus the motion of the single parts around it.MANDELLO DEL LARIO (LC) . From unbalance and centre of mass definitions it follows that .4 Centre of mass (definition) Point around which the mass static moment is equal to zero. .tel.Via Risorgimento.ITALY . 9 .A. the section is perfectly balanced.10 1. With regard to the centre of mass following relationship is valid ∑m r = 0 i i where mi = generica massa ri = distanza massa . 0341/706111 . that is: U = 0. CEMB S.Cap. if the mass centre of a section lays on the axis of rotation. I .p..

5 Mass eccentricity (definition) Distance between the centre of mass and the axis of rotation Please refer to next picture where an unbalance U .ITALY . 0341/706111 . U = squilibrio in gr·mm. I .A.under service conditions .Via Risorgimento. generates . The added mass moves the centre of mass position . . high vibrations caused by the unbalance. Following formula is valid U [gr·mm] = E [μ] · M [kg] 2) Eccentricity E (ratio between the unbalance of a rotor and its mass) is also called specific unbalance (that is unbalance per unit of mass).moves the position of the mass centre .which was originally on the geometric centre (axis of rotation). 9 . E = eccentricità in microns (To be more precise value M+m should be placed in the denominator) From the previous formula it is clear that: 1) The unbalance of a body U [gr·mm] is equal to the product of its mass M [kg] times its eccentricity E [μ] A pulley which is mounted not concentric (eccentric) on the motor shaft.).11 1. CEMB to the right side The distance between the centre of mass and the axis of rotation (Eccentricity) is calculated with the following formula E[ μ: microns] = U [ gr ⋅ mm] 1000 = = 100μ M [ kg ] 10 where M = massa in kg del rotante.p.MANDELLO DEL LARIO (LC) . mounted on a perfectly balanced section .

Cap.ITALY .A. 9 .6 Axis of inertia (definition) Line around which the mass static moment is equal to zero From the definition it follows: ∑m r = 0 i i where: m = generica massa elementare i r = distanza della generica massa elementare dall' asse di inerzia i From the definitions of axis of inertia and unbalance of a rotor it follows that a rotor is perfectly balanced (U t = 0 ) if its axis of rotation is the same axis as the axis of inertia the meaning is that a rotor is balanced if its mass is evenly distributed around the axis of rotation which is at the same time axis of inertia CEMB .Via Risorgimento.MANDELLO DEL LARIO (LC) . I .12 1.p. 0341/706111 .

.A. 0341/706111 .Via Risorgimento.MANDELLO DEL LARIO (LC) .13 1.because it requires the measure of the unbalances for each section (which .ITALY .p. I .in the most cases it is not possible) CEMB S. It is worth to point out that it is impossible to measure the total unbalance of a rotor .tel.Cap. 9 .7 Unbalance classification The unbalance of a rotor (set of local unbalances) can be drawn as a set of parallel vectors starting from the axis of rotation Ut = Ui { } where U t = squilibrio totale U i = squilibri locali (delle varie sezioni) Each vector of the above figure describes the unbalance of a single section of the rotor.

MANDELLO DEL LARIO (LC) .8 Static unbalance (definition) The total unbalance is called static if it is equivalent to a single unbalance vector placed in a section which contains also the centre of mass of the rotor. 9 . .ITALY . we call it quasistatic 1. 0341/706111 . (The axis of inertia is parallel to the axis of rotation) if the equivalent vector U t is not located in one section containing also the centre of mass .A.Cap. I .Via Risorgimento.p. (In the practice most people call static unbalance the total equivalent unbalance when it is placed in a single plane only) CEMB S.

ITALY .mm ) .MANDELLO DEL LARIO (LC) . For example .if the declared couple unbalance value is 6000 gr.placed on two different planes. .the balancing radius on each plane is 20 cm .If . 9 .p. 0341/706111 . I .cm .then the unbalance per plane is 400/20=20grams (4000 opposite in the angle position ) CEMB S.Via Risorgimento.9 Couple unbalance (definition) The total unbalance is called as couple unbalance if the equivalent unbalance is made by two vectors.15 1.(the two unbalances on each plane are equal in value .tel. then the unbalance per plane is 6000/15 =400gr. having equal values (amplitudes) and opposite directions (The axis of inertia cuts the axis of rotation passing through the centre of mass) The measuring unit for couple unbalance U c is by definition equal to U ⋅ d = [ gr ⋅ mm ⋅ mm = gr ⋅ mm 2 ] Of course values Us e Ud (unbalance value in the two sections) are equal.and the distance between the two balancing planes is 15 cm .

I .can be kept fixed by placing only two bearings at arbitrary axial positions. The set of two vectors U1 + U 2 is called dynamic unbalance (amplitudes of U1 e U 2 depend on the position of the planes where they are applied) The simple demonstration of the above sentence is obtained by considering that a rigid rotor .because they are capable of measuring the dynamic unbalance of a rotor (it is almost impossible to measure the distributed local unbalances) Considering the rules of vectors summing . { } CEMB S.with different unknown unbalances in each . As consequence each local vector can be substitued by two parallel vectors placed in the same two arbitrary planes. 9 .Cap.A. .MANDELLO DEL LARIO (LC) .on it Each one of the bearings generates a rotating force .rotating free in the space .in the same way the values of the dynamic unbalances U1 e U 2 depend on the axial position for the balancing planes.16 1. 0341/706111 .the demonstration is still simpler One vector can always be split into two parallel vectors which are properly positioned according to the lever law..The two reacting forces at the bearing position compensate all the unknown rotating forces (inertia forces) which are generated by the distributed local unbalances along the rotor The load on the bearings is a function of their axial position (distance) .The unbalance components on the two planes can after be summed to originate the dynamic unbalance U1 e U2 as it is shown by following figure. Please note that balancing machines are called dynamic .Via Risorgimento.10 Dynamic unbalance It is possible to demonstrate that total unbalance U t = U i (set of local unbalances U i ) is always equivalent to two vectors U1 + U 2 placed in two different and arbitrary planes.

9 . I .lower loads are generated The equivalent dynamic unbalance calculated for the new planes (bearings).1: Equivalent dynamic unbalance placed on narrow planes at the same side The rotor is mounted overhang and cosequently high load on the bearing is generated . U2 = 3Ut Example Nr.p. is: U1 = 0 . . U2 = Ut CEMB S.MANDELLO DEL LARIO (LC) .ITALY .A.Cap. 0341/706111 .tel.17 Rotor having a total unbalance Ut = just one vector placed on the right hand side Example Nr.2: Dynamic unbalance placed on two different places Placing the bearings at long distance at rotor ends.Via Risorgimento. The dynamic unbalance equivalent to Ut located on the two selected planes is U1 = 2Ut .

p. placed in the centre of mass (static unbalance) and the same couple vector (couple unbalance) or .18 1. 9 . I .11 Equivalent total unbalances (equal) The total unbalance of a rotor U t is the complete set of local unbalances The rules for vector summation (composition) are valid We can say that two total vectors U ta (unbalance of rotor a) and U tb (unbalance of rotor b) are equivalent (equal) if: 1) they have the same resultant vector . Since the dynamic unbalance U1. 1) and the same moment (equation Nr. . U2 is equivalent to the total unbalance Ut.the consequence is that: U1 + U 2 = R M1 + M 2 = M where: R = Resultant vector ( sum) M = Resultant moment vector (sum of single vector moments ) CEMB S.ITALY .tel.MANDELLO DEL LARIO (LC) .A. which is the same: 2) they have the same dynamic unbalance (two vectors) placed on two same planes The rule 2 is equivalent to the rule 1 because the dynamic unbalance U1 + U 2 is on its side composed by a static unbalance plus a couple unbalance The above mentioned concepts are described by the following mathematic relationships 1) 2) ∑U ∑M ia ia = R = ∑ U ib = M = ∑ M ib This means that two total unbalances Utb e Uta are equivalent if they have the same vector risultant (equation Nr.Cap. 2) of local unbalances Ui with reference to the same arbitrary point.Via Risorgimento. 0341/706111 .

2 Us = Resulting unbalance (static unbalance if positioned on the centre of mass plane) Uc = Couple unbalance (arm equal to the distance between planes 1 e 2) l/2 = half distance between the planes containing vectors U1 e U2 CEMB S.Via Risorgimento.sum of the two vectors is the static unbalance. Following the rules of composition of vectors.p.19 Vector relationship between unbalances The next figure shows the vector composition of the two vectors U1 . . U2 = Dynamic unbalance applied in the planes 1. The resultant vector U S .A. it comes out that: 1) the static unbalance (resultant vector) is not dependent from the plane where it is placed (Normally the static unbalance is placed in the same plane containing also the centre of mass 2) Couple unbalance value depends on the position where the static unbalance (resulting vector) is placed In the following example of vector calculation the static unbalance is placed in an intermediate plane between two planes containing the two vectors forming the dynamic unbalance.Cap.ITALY . I . 0341/706111 . 9 . acting on different planes. where U1.MANDELLO DEL LARIO (LC) . U 2 (dynamic unbalance).

the consequence is that the two balancing planes (where material can be added or removed)can be arbitrary chosen What above reported is valid only for rigid rotors .MANDELLO DEL LARIO (LC) .13 Dynamic balancing • • Dynamic balancing a rotor means to reduce its dynamic unbalance to zero or better to acceptable levels The dynamic unbalance is by definition U1 + U 2 . 0341/706111 .tel. . 9 .20 1. CEMB S.A. I .ITALY .Cap.Via Risorgimento. where mass distribution (local unbalances) does not vary with the it is necessary to operate on two different planes • Since the dynamic unbalance equivalent to the total unbalance U t can be calculated with reference to two arbitrary planes. .

.Cap. 0341/706111 .14 Examples of dynamic balancing a) Original unbalance placed in one plane only a).1 One plane bala ncing a). 9 .ITALY . I .MANDELLO DEL LARIO (LC) .Via Risorgimento.2 Two planes ba lancing CEMB S.A.21

9 .ITALY . .Cap.p.2 Balancing on n arrow planes CEMB DEL LARIO (LC) . 0341/706111 .Via Risorgimento.A.1 Balancing on t wo distant planes b).22 b) Couple unbalance balancing b). I .

acting on two different planes. I .23 It is easy to verify that .after the balancing operation . 0341/706111 is clear that a rotor can be balanced in different ways depending on the elected balancing planes In order to balance doing the minimum effort two rules are valid 1) To choose balancing planes as far as possible 2) To choose balancing radius as large as possible Important note: by the dynamic balancing.calculated with reference to an arbitrary plane. .tel. only the dynamic unbalance (on two planes ) equivalent to the total unbalance U T is reduced to zero CEMB S. the total unbalance ( set of local unbalances )is not reduced to zero .A.both the resultant vector both the moment of vectors .Cap. 9 . are equal to zero From the above reported examples .MANDELLO DEL LARIO (LC) .Via Risorgimento.ITALY .

9 .A.Cap. 0341/706111 . F = m ⋅ r ⋅ ω2 = U ⋅ ω2 where ω= where 2π ⋅ N 60 revolutions minute N= F = Centrifugal force in Newton The vector unbalance U (multiplied by the factor ω .MANDELLO DEL LARIO (LC) .Via Risorgimento.15 Unbalance effect An unbalanced rotor generates an inertial force (centrifugal) which increases with the square . 2 Note: In the MKSA system distance is measured in meters [m] .p.ITALY . this means that the load caused by the unbalance increases with the square of the speed (doubling the running speed the centrifugal force ( inertia force ) becomes four times greater). I . following relationship is valid 1 kg·m = 106 gr·mm.24 1. CEMB S. square of the angular speed ) originates the centrifugal force F .as a consequence the unbalance should be measured in kg·m.

I . because of a better ratio signal to noise Depending on the model and manufacturer .if the rotor is rigid and this means that the values and relative positions of its masses do not change . it is just necessary to remove the added 20 gr mass.the electric signal increases at the samr time .optimum sensitivity values are obtainable starting from 400 600 the consequence is that .A.16 Balancing speed The unbalance of a rotor is caused by the radial distribution of its masses along its axis of rotation.p. because it is related only to machine sensitivity and not to the rotor unbalance which is under measurement. and this independently on rotor speed For rigid rotors the balancing speed is not to be specified .in a rigid body does not change. 9 . 0341/706111 .Via Risorgimento. .25 1. By adding a 20 gr mass at a defined radial position on a perfectly balanced disc an unbalance is generated . so machine sensitivity tends to increase.while the cause (unbalance) .the unbalance does not change with the speed.MANDELLO DEL LARIO (LC) .Cap. In a rigid rotor the operating speed does not modify mass distribution and consequently has no influence on the unbalance.ITALY . Modern hard bearing balancing machines have the capability to measure the dynamic unbalance starting from 70 RPM The unbalance effect (centrifugal force) increases with the speed . Note Not expert people make confusion between the cause (unbalance) with its effect (centrifugal force or vibration). CEMB S. The effect increases with the speed . this unbalance does not change with the speed because in order to reset the original conditions .

è It is the section (plane? Normal to rotor axis where unbalance correction is performed by adding or removing masses.Via Risorgimento.26 1. . Unbalance measuring and correction is done in two different planes.Cap.17 Common frequent words Static balancing : Dynamic balancing : Correction planes : Unbalance measuring and correction is done in one plane only. 9 . I .A.MANDELLO DEL LARIO (LC) . 0341/706111 .ITALY . CEMB

5 < 0.Cap. With reference to the following table . only in special cases the total unbalance is equivqlent to a single unbalance placed in one plane (static unbalance). higher the speed better balancing (dynamic) is requested Useful table to decide . The selection (one or two planes )is made according to the following table .(as function of the speed and rotor geometric dimensions) the necessity of balancing in one plane (static ) or in two planes (dynamic Service speed (RPM) < 200 da 200 a 1200 da 200 a 1200 da 1200 a 3600 da 1200 a 3600 > 3600 l d whichever < 0. Please note that the speed plays a big role . Notwithstanding .5 > 0.05 Disc shaped rotors Number of balancing planes 1 1 2 1 2 2 1 CEMB S. 9 .)..15 > 0.18 Criteria for deciding the number of balancing planes ( 1 or 2 ) for rigid rotors From the previous explanation it is clear that the total unbalance of a rotor is equivalent to a dynamic unbalance ( two unbalances placed on two arbitrary planes) .tel. in the practical application .MANDELLO DEL LARIO (LC) . The consequence is that a rotor is to be balanced dynamically on two planes).Via Risorgimento. I .15 > 0.Exceptions are possible according to the acquired experience .27 1.p. 0341/706111 . .good results are obtained sometimes acting on one plane only. where l and d are respectively rotor length and diameter reported criteria are valid .ITALY .A.

tel. The heavy part of the rotor moves by gravity ito the lower position. located at the same distance with respect to the axis of rotation .the above mentioned operation may grant acceptable service conditions.MANDELLO DEL LARIO (LC) .Cap. . In order to reduce to a minimum the residual couple unbalance ..28 1. for static balancing it is sufficient or adding masses on rotor upper side or removing material from its lower side A good static balancing level is obtained when trying to slowly rotate the rotor it maintains its position (does not rotate any more by gravity) When a dynamic balancing machine is not available .the balancing: plane or planes are to be properly chosen with following criteria : 1) distributing the unbalance on two planes symmetrical with respect to the centre of mass position 2) distributing the correction over the rotor length. 0341/706111 . exemption made when big couple unbalances are present.ITALY . couple unbalance still remains.19 Static balancing without the use of a balancing machine The static balancing can be obtained by simply supporting the rotor on two free rollers (or flat knives) having low friction values. distributed along the rotor axis of rotation CEMB S. 9 .p. especially when the original unbalance is uniformly balancing plane containing the centre of mass 3) balancing plane where we know that the most of original unbalance is concentrated 4) correcting the unbalance on two planes .A. only the static unbalance is corrected. I .Via Risorgimento.

(depending on its maximum service speed) the acceptable total residual unbalance per unit of mass is calculated ⎡ gr ⋅ mm ⎤ (specific residual unbalance). Balancing quality G is anumber which defines the balancing accuracy required .ITALY . 9 .3 means that a normal balancing is accepted.29 CHAPTER 2 BALANCING TOLERANCES 2.p. The same value of vibration speed ( G=mm/s) is achieved by the rotor .depending on their balancing requirements (look at following table).Via Risorgimento. because this value represents the vibration speed assumed by the body rotating freely in the space at the real service ISO 1940 standards gives a rule in order to calculate an acceptable residual unbalance . for instance G = 2.1 Foreword The balancing of a rotating body has different goals: 1) reduced load on the bearings (low centrifugal forces) 2) long bearings life 3) acceptable vibration levels (a good vibration level does not create any problems to the comfort or to component life. Please note that the measuring unit for G is mm/s. 0341/706111 . it is clear that the optimum value for the residual unbalance can be evaluated in an experimental mode . Following relationship is valid: G= E ⋅ω 1000 where: G = balance quality (grade) [mm/s] E = eccentricity [microns] ϖ = angular speed ] [rad/s] CEMB S.5.5 means that a fine balancing is requered.15. by considering that: a) The inertia force generated by the unbalance can be calculated using the formula reported on paragrath 1.Cap. G = 6. 2) useless and excessive balancing works are avoided For each rotor type. From previous point 3 . .A. For each application an acceptable value for the admitted residual unbalance (which grants good performances ) can be defined.having following features: 1) gross unbalance deficiencies are avoided. ⎢ ⎥ ⎣ kg ⎦ The calculated value is the same mass eccentricity defined on paragraph 1.all rotors are classified (grouped) .when it rotates mounted on a soft bearing machine at service speed.MANDELLO DEL LARIO (LC) . so following relationship is valid: E [μ] = where: E = Mass eccentricity [microns] U = Unbalance [gr·mm] M = Rotor mass [kg] U M According to ISO 1940 standards . b) On service vibrations levels can be easily measured with a simple vibrometer. II .

dentist drills . parts of crushing machines Individual components of engines (gasoline or diesel) for cars .trucks and locomotives Crankshaft / drives of engines with six or more cylinders under special requirements Low speed separators Light boat impellers) Motor bicycle and car wheels Normal transmission pulley Wood machine tools Car wheels .0 2. are added and reported in Italic types . cardan shafts ) with special requirements Parts of agricultural machinery. . washers Hydraulic machine rotors Fly wheels . including marine main turbines (merchant service) Turbine driven pumps Rigid turbo generator rotors Turbo compressors High speed compressors and aeronautic compressors Medium and large electric armatures with special requeriments High quality household electric armatures .not included in official ISO table .3 Machine tool drive Air conditioning fans for Hospitals and concert halls High speed gears(over 1000 RPM) of marine turbines . trucks and locomotives 1. Pump impellers Marine main tuebine gears (merchant service ) Paper machinery rolls . cine projectors Grinding machine drives Turbines and Compressors with special requirements Gas and steam turbines.Via Risorgimento. II .wheel sets . Balanci ng quality grade G mm/s 0.textile components Small electric armatures not qualifying for one or both of the conditions specified for small electric armatures of balance quality grade G6. in vibration insensitive applications and / or with vibration isolating mountings Medium and large electric armatures (of electric motors having at least 80 mm shaft height ) without special requirements Machine tool and general machinery parts Parts of process plant machines . decanters. Fans .drive shafts Crankshaft / drives of elastically mounted fast four cycle engines (gasoline or diesel ) with six or more cylinders (pistons speed greater than 9 m/s Crankshaft /drives of engines of cars . discs and armatures of precision grinders Textile fuses Small electric armatures with special requirements Tape recorder and phonograph (gramophone) drives.wheel rims .often mass produced .4 ROTOR TYPES Gyroscopes Spindles. 0341/706111 . 9 . Computer memory drums and discs Small electric armatures .2 Note: Balance quality grades for various groups of representative rigid rotors Some groups of rotors .5 DEL LARIO (LC) .30 2.ITALY . Centrifuge drums. print rolls Assembled aircraft gas turbine rotors Individual components of engines under special requirements Drive shafts(propeller shafts .A.3 16 40 CEMB S.p..Cap.

31 2.standards CEMB S.3 Balancing tolerance The following drawing defines the required tolerance according to ISO 1940/1.A.MANDELLO DEL LARIO (LC) . 9 Risorgimento. II .ITALY . 0341/706111 . .

II . 9 . 0341/706111 . while the acceptable specific unbalance (acceptable unbalance per unit of mass or acceptable residual mass eccentricity ) is reported on the vertical y axis The following formula can be used instead of previous diagram: Et (μ ) = where: Et [μ] = total acceptable mass eccentricity N [RPM] = Maximum service rotor speed G [mm/s] = Balancing quality or grade Total residual accepted unbalance: U [gr·mm] = Et·M where: M [kg] = Rotor mass Total residual admitted unbalance in grams is m = 9550 ⋅G N U where R [mm] is the compensation radius. . The maximum service speed is reported on the orizontal x axis .ITALY .tel.32 the previous table defines the required balancing quality G according to each rotor type.A. R CEMB S.Cap.Via Risorgimento.MANDELLO DEL LARIO (LC) .p.

.p.3 From previous diagram we obtain: Tatal acceptable residual eccentricity et = 40 μ Total acceptable residual unbalance Ut = M·e = 200 kg x 40 μ = 8000 gr x mm 8000 gr x mm (Total acceptable unbalance) 4000 gr x mm (acceptable unbalance for left plane) 4000 gr x mm (acceptable unbalance for right plane) Per plane acceptable unbalance in grams = 4000/800 = 5gr gr ⋅ mm =〈 4000/800 = 5gr R Note: The acceptable unbalance per plane has been calculated by simply dividing by two the total acceptable unbalance .Cap. right side correction radius Rs = Rd = 800 mm Balancing quality G = 6. 0341/706111 . II .4 Examples of calculation of the residual unbalance according to ISO 1940/1 Standards for rigid rotors .A.Via Risorgimento.. 9 .MANDELLO DEL LARIO (LC) .tel. Example N°1 – Fun impeller Maximum service speed = 1500 RPM Mass M = 200 kg Left . CEMB S.which is at the same time almost in the centre of the rotor.ITALY . this operation is correct because the two balancing planes have almost the same distance from the centre of mass position .33 2.

ITALY .34 Example N°2 – Turbine Maximun service speed = 3000 RPM Rotor mass M = 500 kg Left side balancing radius Rs = 500 mm Right side balancing radius Rd = 400 mm Balance quality G = 2.p. 9 .MANDELLO DEL LARIO (LC) .A. .5 ≅ 8μ N 3000 The total acceptable unbalance Ut = M·e = 500 kg x 8 μ = 4000 gr x mm 4000 gr x mm (Squilibrio totale ammissibile) 2000 gr x mm squilibrio ammissibile piano sinistro 2000 gr x mm squilibrio ammissibile piano destro 2000 = 4gr ( ) 500 2000 The accepted unbalance value for the right plane is U d = = 5gr ( 2 ) 400 The accepted unbalance value on the left plane is U s = Values within brackets are valid for the quality G = 1 (quality g 1 is nowadays commonly required for turbines ) CEMB S. II .5 From previous diagram we obtain: Total acceptable residual eccentricity et = 8 μ By using the formula Et (μ ) = 9550 9550 ⋅ G we obtain: Et = ⋅ 2.Via Risorgimento. 0341/706111 .

3 ≅ 10μ N 6000 The total acceptable unbalance Ut = M·e = 10 kg x 10 μ = 100 gr x mm The total acceptable unbalance in grams (for the correction radius of 100 mm) is = U = 100gr ⋅ mm = 1gr R 100mm Note: Since the impeller is thin (reduced axial dimentions ) it is balanced in one plane only ( Static balancing) CEMB S.Cap.3 From previous diagram we obtain: Total acceptable residual eccentricity et = 10 μ By using the formula Et (μ ) = 9550 9550 ⋅ G we obtain: Et = ⋅ 6. 9 .Via . 0341/706111 .p.35 Example N°3 – Impeller of a centrifugal pump Maximum service speed = 6000 RPM Mass M = 10 kg Balancing radius R = 100 mm Required balancing quality G = 6.MANDELLO DEL LARIO (LC) .ITALY . II .A.

06 gr 40 mm 2. 9 . Considering its length it is advisable to balance it on two planes.36 Example N°4 – Tool holder dynamically balanced The tool holder has a useful length L bigger than 2D (where D is the cone diameter ).5 (ISO standards specify quality G=2.5 gr x mm (squilibrio ammesso nel piano sinistro) 2.A.5 gr ⋅ mm = 0. II . CEMB for machine tools spindles and driving systems) Total acceptable residual eccentricity E = 1 μ Total acceptable residual unbalance Ut = M·E = 5 kg x 1 μ = 5 gr x mm 5 gr x mm (Squilibrio totale ammissibile) 2.Via Risorgimento. . 0341/706111 .p.5 gr ⋅ mm = 0. Maximum service speed = 24'000 RPM Tool holder mass M = 5 kg Correction radius on balancing plane 1 R1 40 mm Correction radius on balancing plane 2 R2 20 mm Required balancing quality G = 2.125 gr Acceptable unbalance on plane 2 U2 (in grams) = 20 mm Acceptable unbalance on plane 1 U1 (in grams) = Note: The total acceptable unbalance has been divided by two because we assumed that tool holder mass is more or less symmetrical with regard to the centre of mass position .and that the two correction planes contain the centre of mass almost in the middle position.5 gr x mm (squilibrio ammesso nel piano destro) 2.MANDELLO DEL LARIO (LC) .ITALY .

Cap.A. if its length L is lower than 2D.MANDELLO DEL LARIO (LC) . 9 .tel. .37 Example N°5 – Tool holder balanced in one plane only Let us consider a tool holder which is to be balanced in one plane (static balancing).Via Risorgimento. II .1 gr 20 mm CEMB S.p.ITALY .(D is cone diameter) Maximum service speed = 12'000 RPM Tool holder mass M = 1 kg Balancing radius = 20 mm Balancing quality G = 1 (ISO standards specify quality G 1 for grinding machine spindles) Total acceptable eccentricity E = 2 μ Total acceptable residual unbalance Ut = M·E = 1 kg x 2 μ = 2 gr x mm Total acceptable unbalance in the correction radius U (in grams) = 2 gr ⋅ mm = 0. 0341/706111 . Normally the tool holder is balanced in one plane only .

normal to the x axis . 9 . passing through the intersection point of the two drawn lines . we it is possible to calculate the corresponding value for the balancing quality G according to ISO standards 1940/1.Cap.ITALY . II .2 two lines are drawn . The inclined line . .normal to y axis.5 Evaluation of the balancing quality G (The total residual unbalance is known) In the assumption that the total residual unbalance is known . 0341/706111 .tel.A.the following formula can be used: G= E ⋅ N 30 × 5000 = = line . As option .7 mm/s 9550 9550 CEMB S.38 2. passing through the residual eccentricity (30 in the example).Via Risorgimento. defines the balancing quality (grade).p.MANDELLO DEL LARIO (LC) .(5000 in the example) the second line . Example of calculation: Rotor mass M [kg] = 6 Maximum service speed N [RPM] = 5000 Total residual unbalance U [gr mm] = 180 Total residual eccentricity E [μ] = 180/6 = 30 Using the diagram at paragrath 2.passing through the maximum service speed value .

(Eccentricity = unbalance per unit of mass) is related to the required mechanical precision . is referred to the bearing journals and not to the two balancing planes .Cap. 0341/706111 . II .39 2.5 more precise and it seams sometimes not obtainable. especially when adapters are necessary to mount the rotor on the machine spindle. CEMB S.6 Balancing tolerances according to API 610 standards The following formula is valid: U = 6350 where: W N U [gr mm] = Admitted residual unbalance referred to the bearing journals W [kg] = Static load on the considered bearing(mass) N [RPM] = Maximum service speed Modifying previous formula .(the used adapter shall have a mounting precision below the required tolerance 4) For balancing qualities equal or below G 1 ISO standad recommends to balance the rotor complete with its own bearings .ITALY .(The eccentricity between the inside and the outside bearing race can be of the same level as the requested eccentricity)).A.MANDELLO DEL LARIO (LC) .8) 3) The unbalance tolerance measured in microns.according to API standards.(look at the paragrath is 1. 2) It is important to point out that the required tolerance . . we obtain: 6350 U = E [ μ] = (total acceptable eccentricity = acceptable unbalance per mass unity) N W The equivalent ISO formula is : E [μ] = G ⋅ 9550 N Important notes: 1) Unbalance tolerance according to API standards is more severe than ISO grade G=1.p.Via 9 .

7 Balancing tolerances calculated according to the maximum admitted load on the bearings The goal of balancing is to reduce loads /vibrations on the supporting frames .the relationship is linear while with the last rule (USA navy standards ) it varies N with the inverse of the square of the speed.8 6 ⎜ 10 ⎝ 60 ⎠ 10 it follows: m⋅r The unbalance introduces internal couples and rotating forces on the bearings As a consequence ..Cap.p.8 3600 10 6 1 1 = E (eccentricity or acceptable specific unbalance) = ⋅ ⋅ 2 = ⋅ 896 ⋅ 2 ⋅ 10 6 2 M 10 4 ⋅ π N 10 N It is worth to point out that according to API and to ISO standards the accepted residual eccentricity (unbalance) varies with 1 .Via Risorgimento. U ⋅ ω2 10 6 g = gravity acceleration = 9.(as the speed increases the accepted residual unbalance decreases rapidily) CEMB S. 9 .ITALY .A.(USA navy standards) Fr [N] (Rotating force caused by the unbalance) = m ⋅ r ⋅ ω2 = Fg [N] (Static load on the bearing) = M ⋅ g where M = body mass related to the bearing [kg]. in order to achieve an acceptable life.8 m/s2 According to the above mentioned rule Fr = 1 Fg 10 2 that is 1 m ⋅ r ⎛ 2πN ⎞ ⎟ = ⋅ M ⋅ 9. the residual acceptable unbalance can be calculated by stating a maximum acceptable value for the rotating (centrifugal forces )generated by the unbalance in service conditions A possible rule is to state that the rotating force is kept below 10 percent of the static load. 0341/706111 . .MANDELLO DEL LARIO (LC) .40 2. II .

3 ⋅ U t ≤ U 2 = U t ⋅ h1 ≤ 0. .41 2.Cap.8 Allocation of permissible residual unbalance to each correction plane according to ISO 1940/1 ISO 1940/1 standards calculate the total acceptable unbalance of a rotor (static unbalance ) referred to the plane (rotor section)containing the centre of mass The acceptable residual unbalance on the two balancing planes (dynamic unbalance) is calculated taking care of the position of the centre of mass with regard to the position of the correction planes..Via Risorgimento. II .ITALY . 9 .3 Ut is used . 0341/706111 .MANDELLO DEL LARIO (LC) .3 Ut the value 0.p. U2 is lower than 0. a) Distance between correction planes less than the bearing span It is valid: L <b< L 3 h1 ≅ h2 (the balancing planes are sufficiently spaced within rotor supports) (the balancing planes have the same distance from the centre of mass) Following relationships are valid: 0.7 Ut .7 ⋅ U t b Where: U1. if the calculated value is bigger than 0.3 ⋅ U t ≤ U1 = U t ⋅ h2 ≤ 0. CEMB S.A.7 Ut the value to be used is 0.2 Ut =Total acceptable unbalance according to ISO 1940 b = Distance between the two balancing planes L = Distance between the two supports Note If the calculated value for U1 .7 ⋅ U t b 0.2 = Acceptable unbalances for planes

tel.p.ITALY .42 b) Distance between the balancing planes much greater than the bearing distance In this case the couple unbalance on balancing planes 1. 9 . II .MANDELLO DEL LARIO (LC) . . 0341/706111 .Cap. 2 has the bigger effect on the supports. U 2 = U t ⋅ where U t = total acceptable unbalance according to ISO 1040/1. The acceptable unbalance value on planes 1.A.Via Risorgimento. 2 is given by following formula : U1 . L b CEMB S.

ITALY .43 c) Balancing planes distance lower than 1/3 supports distance (b is lower than L/3) An arbitrary plane is chosen for the static unbalance (it can be plane 1 or 2). .A. 9 . II .Via Risorgimento. 2) = The couple unbalance is greater than U t Ut 3 L ⋅ ⋅ 2 4 b Ut .MANDELLO DEL LARIO (LC) .p. 2 is bigger than U1. 2 = Ut ⎛ 3 L L ⎞ ⎜ ⎟ + 2 ⎝ 4 b 2C ⎠ Ut L ⋅ 2 2C Under the condition that the static unbalance is lower than U st = Note: the above reported formulas are valid under the condition that the rotor supports are equal CEMB 0341/706111 . U st (referred to plane 3) = Ut L ⋅ 2 2C The acceptable residual unbalance is kept between Ut Ut e 2 4 U c (referred to planes 1.its value is :: 2 In other terms the acceptable unbalance for each plane 1.

II . 2 ≤ Ut ⎛ 3 L L ⎞ ⎟ ⎜ + 2 ⎝ 4 b 2C ⎠ (It is worth to point out that the acceptable value on each balancing plane is bigger than the total unbalance) CEMB From ISO diagram ( G = 6.A. .) Exemple: One stage over hang pump L = 400 mm b = 50 mm C = 500 mm Service speed = 1500 RPM Rotor mass = 50 kg G = 6.Cap. 0341/706111 .ITALY . the acceptable value on the two balancing planes 1.p.MANDELLO DEL LARIO (LC) .3 ) we obtain Et = 40 μ U t = 40 × 50 = 2000 gr ⋅ mm Us = Uc = ≤ 6400 gr ⋅ mm U t L 2000 400 ⋅ = ⋅ = 400 gr ⋅ mm 2 2C 2 2 ⋅ 500 U t 3 L 2000 3 400 ⋅ ⋅ = ⋅ ⋅ = 6000 gr ⋅ mm 2 4 b 2 4 50 If the static unbalance U s ≤ 400 gr ⋅ mm . 9 .Via Risorgimento.44 A frequent application of the above mentioned rules happens with pump and fun impellers (over hang mounted. 2 can be U1.

Cap.9 Static / couple unbalance with narrow balancing planes When balancing on narrow planes .ITALY . Example 1: Pure static unbalance The following figure shows the effects . R = 0 (The conditions for equilibrium are that the momentum and the resultant of all forces are zero). CEMB S.45 2. .p.Via Risorgimento. Support loads are calculated according to the laws of static M = 0 .tel. 9 .A.. The load on the support nearer to the impeller is bigger and its value is U st ⎜1 + The load on the farther support is lower and its value is U st ⎛ ⎝ 100 ⎞ ⎟ 400 ⎠ 100 400 The conclusion is that the static unbalance mainly has a direct effect on the nearer support .on the rotor supports . II . 0341/706111 . it is necessary to distinguish between static and couple unbalance.MANDELLO DEL LARIO (LC) . because the two types of unbalances have a different effects on the supports.generated by a static unbalance applied on a over hang pump impeller.

MANDELLO DEL LARIO (LC) .Cap. for axial fun impeller (width 30÷40 mm and an external diameter of 300÷400 mm ) the normal required tolerance on the static unbalance is 30÷50 gr mm while a couple unbalance of 100÷200 gr mm .46 Example 2: Couple unbalance The next figure shows the effect generated by a couple unbalance on the supports of an over hang impeller The effect of couple unbalance is reduced by the ratio of the arms U supporto = U c ⋅ 40 U c = 400 10 For the above mentioned reason different values for static and couple unbalances are specified . II .for instance: Static unbalance tolerance = 1 gr mm Dynamic unbalance tolerance(couple) = 4 gr mm per plane For instance . .is accepted .Via Risorgimento. CEMB S. 0341/706111 . 9 .tel.ITALY .A.p.

47 2.p. ISO 1940/1 specifies a total tolerance Ut placed on a balancing plane which contains the centre of mass. 1) A tolerance on the static unbalance (referred to a specified plane) and a tolerance on the couple unbalance 2) A dynamic tolerance U 1a e U 2 a specifying also the two balancing planes . CEMB S.A.a rotor should be considered properly balanced (within tolerance ) indifferently of the two selected balancing planes.10 Balancing tolerance / balancing planes Let us consider a rotor having a pure couple unbalance of 15 gr mm placed on two different planes with 100 mm distance U c = 15 gr ⋅ mm × 100 mm = 1500 gr ⋅ mm 2 Taking as reference the previous figure . 0341/706111 . As a consequence a correct unbalance tolerance can be specified in two ways by defining . depending on the position (distance ) of the two selected balancing planes .the measured unbalance which is to be corrected varies (30.ITALY .then the rotor is considered within tolerance only if the two balancing planes are placed on the supporting position or at a distance of 100 mm.Via Risorgimento. for shorter distances balancing planes the rotor is no more within tolerance Now . 10 gr mm). If the acceptable balancing value per plane is 15 gr mm .Cap. 15.MANDELLO DEL LARIO (LC) . 9 .tel. . II . it is clear that . API standard specifies the admitted dynamic unbalance (on two planes ) placed on the bearing journals.

5μ (valore intermedio tra G = 1 e G = 2. This is particularly useful .when the two supports are similar .5) it is very important: To avoid any confusion between the actual balancing planes (where we act ) and the two planes where the unbalance tolerance is specified. .2 [kg] n The calculated value for the acceptable residual unbalance grants that the rotating centrifugal force . 2 CEMB S..5 secondo ISO) Et ≅ 2. U 2 A = Acceptable unbalance in each support plane 1.451 × 106 per n2 n = 3000 RPM n = 6000 RPM Et ≅ 10μ (circa G = 2. is valid whichever are the two selected balancing planes.Via Risorgimento. To specify the unbalance tolerance on the two rotor supports . 9 . ISO 1940 f. With the use of a modern microprocessor measuring unit.because an acceptable residual unbalance calculated with the above mentioned rule .A.451 × 106 × m1.) in the most of cases .MANDELLO DEL LARIO (LC) . the two planes where the acceptable residual unbalance is in a clear way .p.48 Defining a limit value (balancing tolerance) for the unbalance referred to the bearing journal directly gives a limitation to the rotating forces which exert on it.Cap. To specify always. If U t is the total acceptable residual unbalance (calculated according to an accepted standard. API 612 e 613 standards use this rule and calculate the residual acceptable unbalance with the following formula n = numero di giri al minuto 89. 2 U1. 6.the acceptable residual unbalance per each support is: U1 A = U 2 A = Ut 2 where U1 A . II . is sufficient to set the parameters A = C = 0 and the parameter B = Supports distance (look chap. 0341/706111 .the following formula is valid : Et = is possible to specify the tolerance on the two balancing planes or on the two rotor supports. 2 = [gr ⋅ mm ] where: 2 m1. is lower than ten percent of the static load(weight). 3).acting on the support. 2 = massa gravante sul supporto 1. par.ITALY . For calculating the residual acceptable eccentricity .

In the following page an example for a balancing certificate is reported The certificate can be completed with the following data: • • Original unbalance Unbalance angular position CEMB S.MANDELLO DEL LARIO (LC) . .Via Risorgimento.Cap. 0341/706111 .49 2.a good balancing certificate must contain the following informations: 1) ROTOR TYPE It is useful to define the necessary balancing quality 2) ROTOR MASS and SERVICE SPEED They are useful to calculate the residual unbalance and to verify if the rotor is a rigid or a flexible one 3) BALANCING METHODS Resting position on the balancing machine (they define the actual axis of rotation).11 Balancing certificate In order to verify / certify the balancing quality . correction radius. 4) UNBALANCE DATA Original and residual unbalance on the two balancing planes 5) USED BALANCING MACHINE AND SPEED Useful data to verify the machine sensitivity and if it is 9 . II .p. balancing by adding or removing.ITALY . position of actual balancing planes .

tel. II . 0341/706111 .p. .Via Risorgimento.MANDELLO DEL LARIO (LC) .ITALY .A.Cap.50 CEMB S. 9 .

on service conditions are connected with a key to their driving shafts .)..too. In order to be balanced they require a proper adapter to mount them on a balancing machine . 0341/706111 . CEMB S. flying wheels. The balancing machine measures the unbalance of the rotating part (rotor plus adapter ). by measuring the unbalance with the rotor mounted in different angular positions. Good service conditions of balanced rotors are possible only if : 1) Centring is correct 2) The coupling part is balanced . are mounted eccentric in service conditions and consequently generate high unbalances and same axis of rotation existing in service conditions The compliance of the above mentioned criteria is limited mostly by mechanical problems (geometric tolerances and centring accuracy).produced also on big volumes . A cylinder type mounting . as a consequence an ideal adapter should : . pumps and funs impellers etc.ITALY .51 CHAPTER 3 MOUNTING ADAPTERS 3.Via Risorgimento. III . with a conic shaft (centrifugal separators . 9 .Reproduce .A. (for instance pulleys.MANDELLO DEL LARIO (LC) .Cap.) .p. It is not rare the case when perfectly balanced rotors . on service conditions . always causes centring errors (unbalances ) because of the mechanic coupling shaft / hole (different geometric values within the specified mechanic tolerance ) The balancing machine is responsible for the unbalance of the rotor and the balancing condition can be directly verified on the machine itself . .1 Foreword Many types of rotors .Have a very low unbalance (equal to zero ) . same rotors are centred. To avoid this problem and in order to not destroy the achieved balancing conditions .in the balancing machine .

or An expanding type cylinder centring .(a good adapter grants readings with a small variations ).p. CEMB S.ITALY .3 Total acceptable eccentricity according to ISO 1940 = 20 μm In order to grant a residual eccentricity of 20 μm . have necessarily a geometric tolerance (variation ) on the centring diameters . The expanding type cylinder mounting makes it easier the loading / unloading process . The goodness of a mounting adapter (centring accuracy and repeatability) can be easily verified by measuring the unbalance of the rotor mounted each time in a different angular position . The conical mounting . to be balanced.3 (2. The natural consequence is that the mounting adapters must have : A conical tape centring .52 3.also on the service conditions . . has the advantage of not destroying the previously reached balancing state .MANDELLO DEL LARIO (LC) . considering that: 1) The required balancing quality is equal or even better than Q = 6.5) 2) The rotors . 9 . III . the mounting adapter must : 1) Centre the rotor with a mechanic accuracy lower than 20 microns (the electronic compensation for tool error is necessary ) 2) Be able to centre rotors having different diameters values caused by the manufacturing process (machining tolerances ) which may cause random eccentricities in the mounting .Via The conical centring may require an additional device to unlock the rotor and dismount it after the balancing process . 0341/706111 .no interference occurs.2 Coupling accuracy evaluation Type of rotor = Pulley Max service speed = 3000 RPM Balancing quality G = 6. Now.Cap.

2) Easy rotor mounting / dismounting.. A small rubber ring placed between the rotor and the supporting adapter can solve the problem in a simple way . above all the ones responsible for rotor locking and centring. granting that the rotor is kept perfectly normal to the axis of rotation. This example clearly shows that .in a good adapter . 9 .tel. III .ITALY ..MANDELLO DEL LARIO (LC) . Note: It happens sometimes .when a fine accuracy is requested . 5) As light as possible weight 6) Rotor supporting surface . This happens because the centring hole is not normal to the resting (supporting ) surface and the centring is not repeatable . CEMB S. .the centring and the supporting surfaces must be perfectly perpendicular .that different measurements are obtained by mounting the rotor in different angular positions on the adapter .the result is that the centring hole is no t disturbed by the supporting surface.53 3. 4) Hardened and resistant to wear surfaces ..Cap.even using the electronic function to compensate mounting adapter errors. 3) Safety against rotor unlocking during the measuring spin .A.3 Basic principles to design a mounting adapter A suitable mounting adapter must have : 1) Perfect centring on the balancing machine axis .Via Risorgimento.p. 0341/706111 .otherwise a random interference in between (not compensated by the electronic) is generated . without any clearances .

Via Risorgimento.p.54 3.MANDELLO DEL LARIO (LC) . . 9 . III .Cap.ITALY .tel.A.4 Examples of mounting adapters Different types of mounting tools are reported in the following a) Rotor centring on the shaft Simple cylinder shaft Tapered shaft Shaft with a cut washer Shaft with a key Shaft with spring washers CEMB S. 0341/706111 .

MANDELLO DEL LARIO (LC) .tel. 0341/706111 .Via Risorgimento.ITALY . .55 b) Rotor centring on the external cylinder surface (tool with a round hole) Cylinder / tapered mounting Locking by radial movable jaws (It is also used to lock from the inside big rotors diameters) c) Centring on pins Rotor locking on three pins at 120 degrees CEMB S.A. III .Cap.p. 9 .

Important features of an expanding mounting tool are :: 1) Threaded holes . 2) Hardened tool centring shaft on the machine spindle (coupling tolerance H7).Cap. to be used to perfectly balance the tool itself. 6) Mobile drawbar used for a quick locking / unlocking.p. 5) Holes (3 at 120°) used to connect the tool to the machine spindle. .to be used on a vertical axis machine. 3) Rotor resting surface . 4) Interchangeable expanding bush. it grants that the rotor is mounted perfectly normal to the centring hole.56 d) Expanding type mounting tool .Via Risorgimento.ITALY . 9 ..MANDELLO DEL LARIO (LC) .A. 0341/706111 .each 30 degrees . III . CEMB

3) Nut used to easy download the rotor from the adapter.Cap.(with a tapered intrference this operation could be difficult) 4) Tapered part to centre the rotor (the cutting on the tapered part facilitates rotor extraction). 9 .ITALY . 2) Holes (3 at 120°) to fix the tool to the machine spindle.A. (look at 3. because the electronic is capable of correcting any eccentricity error in the mounting. In the microprocessor type modern machines . .6) the conic part can be eliminated .Via Risorgimento. III . 0341/706111 .57 e) Mounting tool with double centring tapered shafts (on rotor and spindle side ) Main feature of a tapered tool are : 1) Centring cone to fix the tool on the machine spindle.MANDELLO DEL LARIO (LC) . CEMB S.

based on the same principle .Via Risorgimento. the rotors (pump or fun impellers ecc. III .A.MANDELLO DEL LARIO (LC) . .the parts are easily mounted and dismounted Two different mounting adapter shafts .p. keeping the mounting adapter shaft on the balancing machine This way the balancing operation is quicker . 3) Tool base .ITALY .tel.Cap. 2) Cylinder surface granting tool centring. are. 0341/706111 . 4) Expanding type bush .) are balanced in an over hang position order to cover a wide diameter range.interchangeable .interchangeable .58 f) Expansion type adapter to be used on a horizontal axis balancing machine In many practical applications with horizontal axis balancing machines . to cover a wide diameter range CEMB S. 9 .shown The main feature of this adapter shaft are: 1) Body having a mass and a length capable of keeping the centre of mass of the assembly (tool plus rotor ) within machine supports.

01 mm. 4) Ring nut for an easy mounting / dismounting of the tool body on the adapter shaft.59 The next tool .capable of sustaining an upward force ) can be used.A. 0341/706111 .on shaft and on rotor sides. CEMB S. (Expanding range : 0.MANDELLO DEL LARIO (LC) . III . . centring accuracy < 0. With the same tool body .locked by a nut. 3) Tool body with double conic parts . a reverse thrust roller cradle . each near machine supports .Via Risorgimento. similar to the previous one as a concept .5 ÷ 3 mm a depending on the diameter. different bushes can be used . 5) Expansion bush . 6) Two sets of threaded holes .Cap.tobe used for balancing the adapter shaft itself .. As order to cover a wide range of diameters. 2) Tapered seat . (look at.ITALY .to centre the tool on the shaft. The main features of this adapter shaft are : 1) Shaft body having a mass and a length in order to maintain the centre of mass of the assembly (rotor plus adapter ) within machine supports.p.. 9 . makes it easy the operations of production change and rotor mounting dismounting.11).

with conical centring . 8) Shaft body having a mass and a length capable to maintain the centre of mass (adapter plus rotor ) within machine supports .to be used on an horizontal axis balancing machine Main features of the adapter are : 7) Cylinder shaped end side for connection to the balancing machine cardan drive . generates a force in the upward direction CEMB S. Two sets of threaded holes . 10) Tapered part to centre the rotor. .MANDELLO DEL LARIO (LC) .to be balanced in over hang position .p.A. Note: Special roller cradles (reverse thrust rollers or four roller cradle) mounted on the opposite machine support are necessary for the use of lighter mounting adapters shafts (type f or g) where the rotor .Cap. 9) Hardened and ground surfaces Shaft supported positions on machine 9 .Via Risorgimento. III .60 g) Adapter shaft .are used to balance the shaft.ITALY .placed near machine supports . 0341/706111 .

Cap. III - 61


Car wheels mounting adapter with conical centring

The above reported adapter is currently used to balance car wheels . The main features are : 1) Tool body with a cylinder centring to the machine spindle . 2) Rim resting surface (it grants the ortogonality). 3) Centring cone ; it is changeable in order to cover different diameters . 4) Air operated , rim quick locking system.

CEMB S.p.A. - Via Risorgimento, 9 - MANDELLO DEL LARIO (LC) - ITALY - tel. 0341/706111

Cap. III - 62


Segment type adapter

The mounting tools , using expanding bushes sliding on a conical shaft , have an accuracy (mechanic repeatability) lower than 0.01 mm (10 microns). The expanding bush has a geometric run out ,even small , between the inside and the outside diameter . This run out (constant error) can be compensated by a modern measuring unit ,under the condition that the bush does not change its angular position on tool shaft (pls.refer to next sketch ). Two reference pins at 180° avoid bush rotation keeping it in a fixed position (no centring errors

An expanding type tool with reduced errors (~ 5 microns) is made by expanding segments. The movable segments are placed in repetitive positions , as a consequence , the related errors can be measured and compensated by the measuring unit . The segment type tool is moreover safer against the possible entrance of small chips . (To avoid the same problem ,the bush slots are filled up with rubber )

1) Tool body with its centring and connecting part to the machine spindle. 2) Rotor supporting system. It is composed by three supports at 120 degrees , with same open space in between , in order to allow chips outgoing . 3) N° 5 radial moving segments 4) Air operated draw bar whose movement causes the opening of the segments.

CEMB S.p.A. - Via Risorgimento, 9 - MANDELLO DEL LARIO (LC) - ITALY - tel. 0341/706111

Cap. III - 63

j) Hydraulic expanding tool

The always higher accuracy (grade G = 2,5 e 1) , now required for high speed rotors (tool cutters.) , can be obtained only by using mounting adapters having an high mechanic accuracy (centring repeatability). The hydrauli expanding tool has following features :

• • • •

It is suitable for rotors having a very precise centring hole /shaft (< H7) It can be used to centre inside / outside diameters Centring accuracy < 3 μ Expanding range ≈ 3/1000 on the centring diameter

1) Tool body with a cylinder centring on to machine spindle. 2) Pressurized oil . The pressure increase causes the expanding. 3) Screw type or system which increases the pressure. 4) Expanding cylinder surface.

CEMB S.p.A. - Via Risorgimento, 9 - MANDELLO DEL LARIO (LC) - ITALY - tel. 0341/706111

We are interested to measure the unbalance of the rotor only .tel. while not repeatable errors can only be reduced (not completely eliminated ) by using high precision type adapters .due to : Balancing machine spindle unbalance Adapter unbalance Adapter mounted eccentric on the balancing machine spindle (it is equivalent to an unbalance) Rotor mounted eccentric von the adapter (it is equivalent to an unbalance) b) • • Not repeatable errors (random) due to : Mechanic clearances rotor / adapter Normal mechanic variation on centring diameters (production tolerances) Constant errors can be totally compensated by the measuring unit . III .Via Risorgimento.cylinder shape (accuracy : 2 ÷ 5 μm) Conical centring (accuracy : 1 ÷ 3 μm).ITALY .64 3. . 0341/706111 .A. which can be of two types : Expanding type better as possible .p. 9 . CEMB S.MANDELLO DEL LARIO (LC) . The errors caused by mounting adapters can be divided in : a) • • • • Repeatable (constant ) errors .5 Common errors caused by the Adapters The balancing machine measures the unbalance of the complete rotating part (rotor plus mounting adapter).

6) Turn the rotor on the adapter by 180°. with the rotor mounted on the adapter in different angular positions . 3) If the same adapter is used for another rotor type (different mass) the tool compensation procedure is to be repeated .and m [kg] is rotor mass . 9 . C. The electronic compensation for the adapter errors can be improved by rotating the rotor on the adapter several times (by 120 or 180 degrees) and measuring at each time the related unbalance . 2) The adapter error compensating each 45 degrees In some modern automatic machines all the procedure is automatically done Note: 1) The eccentricity (adapter ) compensation can be verified by measuring the unbalance several times . R1. look 3. R2) 5) Make a first spin .ITALY . is the radial eccentricity caused by the adapter . 2) Fix the adapter to the machine spindle 3) Mount the master rotor (a rotor equal to the others .the balancing machine displays the unbalance of the rotor only .p. .Cap. CEMB S. At each following measuring spin . 0341/706111 .the previously calculated tool error is taken away . III . 4) The adapter centring error in [gr·mm] is E·m where E . is to be repeated each time the adapter is mounted on the machine spindle. but geometrically good and with a low unbalance value ) 4) Set up rotor parameters.(this way an occasional bad reading has a lower effect) A more precise way takes 8 readings .A.(A. in micron. 7) Make a second spin. with good geometric dimensions and lower unbalance values .MANDELLO DEL LARIO (LC) . B.Via Risorgimento.Step by step operations are : 1) Carefully clean the adapter and the machine spindle surfaces .5) caused by the mounting adapter .are used .tel.the measured values (rotor unbalance without tool errors) should be the same.65 3.6 Electronic compensation for mounting adapters errors (eccentricity compensation) A modern microprocessor measuring unit is capable to compensate (null) the errors (type A. 5) Better results are obtained if master rotors .

R2).A.measured just after having rotated the rotor . 9 . half the value on the adapter (plasticine can be used). Manual compensation for mounting adapter errors (eccentricity correction) By using common plasticine .R1. . 5) Mount a master rotor (a rotor geometrically representing the set . for instance . 8. III . 2) Fix the adapter to the machine spindle 3) Set up balancing parametrs (A. it is possible to eliminate the repetitive (constant ) errors introduced by the mounting adapter (eccentricity compensation) .normally in one plane (the correction is made on the adapter itself ).the measured value of unbalance refer to the rotor only (adapter errors are cut off ) .The unbalance . having a low unbalance value ) 6) Spin and balance . is twice the adapter error . 10) Repeat steps 6. The same unbalance value is measured by mounting the rotor on the adapter indifferently on the angular position 0° e 180°.C.MANDELLO DEL LARIO (LC) . 4) Spin and balance the adapter . CEMB S.Via Risorgimento. If adapter compensation has come to a positive end . The correction is made equally on the rotor and on the adapter . 0341/706111 .Cap. if the measured unbalance (step 8 ) is 10 grams on a radius R=100 mm. 7) Rotate by 180° the rotor on the adapter 8) Spin and measure the unbalance (the measured value is twice the error introduced by the adapter). 5 grams are added to the rotor at 100 mm radius and 10 grams are added to the adapter on a 50 mm radius. it means that the adapter is not suitable .in the following way : 1) Accurately clean adapter and machine spindle surfaces. by adding plasticine to the rotor (rotor unbalance and adapter errors are compensated). 9) Compensate half the value ( in gr mm ) on the rotor .66 3.ITALY .p. If the measured unbalance value does not decrease .9 one or more times until the measured unbalance is far below the required residual unbalance.

Rotor mass = 50 kg Maximum service speed = 3000 RPM Q = 2.(look at 3.MANDELLO DEL LARIO (LC) .the opposite unbalance mass is mounted on the adapter only after the tool eccentricity compensation has been concluded. CEMB S.Via Risorgimento. 0341/706111 . III . Of course . is convenient to use a mounting adapter having an unbalance of the same value placed in the opposite angular position .ITALY .Cap.p.6).A.balancing the assembly (rotor plus adapter ) to zero .67 3.8 Example for evaluating the error caused by a coupling sleeve mounted eccentric In an end drive balancing machine . 9 .a not perfectly centred coupling sleeve can cause an unbalance .an unbalanced rotor (of the required unbalance value and position ) is obtained .5 Total acceptable residual eccentricity: = 8 μm Total residual acceptable unbalance U t = 50 × 8 = 400 gr ⋅ mm Mass of the driving coupling = 2 kg Radial mounting eccentricity = 100 μm Unbalance caused by the driving coupling = 2 kg x 100 μm = 200 gr mm Special case occurring frequently: If a residual unbalance value is to be granted on a fixed angular position of the rotor .). this error is calculated as an example.

that is twice the error caused by the adapter.p. It is clear that the sum L1 + L2 (first and second readings) is 2E. 9 .9 Basic concepts for adapter eccentricity correction In the first spin .ITALY .Via Risorgimento. caused by the adapter are measured In the second spin (the rotor is mounted at 180° ) .68 3.that is : L1 − L2 = 2U CEMB S.introduced by the adapter E is still the same. the difference L1 − L2 is two times the rotor unbalance . These concepts are illustrated by the next figure .tel. III . 0341/706111 . the unbalance U is rotated by 180° .the rotor unbalance U and the error E. .Cap. while the constant error .MANDELLO DEL LARIO (LC) .A.

The manufacturer of the fitment is not obliged to know the key dimensions and no particular problem arizes when the mounting adapter error compensation procedure is performed (look 3. the shaft key way is filled up by its half key and is self balanced (reduced balancing work) .etc. The symmetric expanding bush is useful when performing the eccentricity compensation. e se possibile con attrezzo a recupero di gioco..driving shafts may be balanced in the ways . the same happens for its fitment .) is balanced without any key.(coupling . The mounting adapter (better if expanding type ) is perfectly symmetric . b) Balancing the drive shaft with a half key It avoids not useful balancing works because the empty parts are filled up.6) . can be easily balanced under the condition that it is mounted on the adapter with a half key.Via Risorgimento.69 3. a) Balancing the drive shaft with a full key When a full key .the fitment can be balanced mounted . the operation of adding the key can be avoided . Driving shafts are balanced alone without any fitment .the fitment (pulley. 0341/706111 .as a consequence . flywheels . The half key can be fixed to the mounting adapter after that the eccentricity compensation has been performed (look3.) are connected to the driving shafts by a key. The use of the half key balancing method is today recommended by ISO standards Example of mounting adapter with an half key.flywheels ) producers are different from driving shafts producers. The driving shaft is easily balanced . The end of rotor shaft adjacent to the key way shall be permanently marked with the letter H (half key).) .6).).a pump or a fan impeller . Today .Cap.. The fitment .(the rotor plus key can be mounted at 180 ) CEMB Balancing of rotors shafts without fitments . . III .a coupling etc.etc. on an expanding type adapter of a vertical axis balancing machine .ITALY .the end of the rotor shaft adjacent to the key way shall be permanently marked with the letter F (full key).A. With a modern microprocessor measuring unit .fitment (pulleys . is used for balancing the rotor without its fitment . Balancing the shaft with the full key has the advantage of permitting an easier balancing of the driven part . pulley .which is best suitable for mass production.which are to be clearly specified by the manufacturer . fun and pump impellers etc. if a special key software is available The full key belongs to the shaft . 9 . Normally . (the half key can be permanently fixed on the adapter and it is evident that the rotor is to be mounted in a fixed angular position ) any angular position .placed in its key way .MANDELLO DEL LARIO (LC) .quicker if a special key softer is available which allows the balancing without adding the half key. Only under the conditions that the rotor is mounted in a fixed angular position and that the key software is available .) in this case . coupling . because the same shaft can be used for different applications (an electric motor shaft ca be fit with a pulley .a simple expanding tool ( without the half key can be used .rotor shaft key convention Many rotors (pulleys. .

1 the key software is not available It is necessary to have a special master rotor having two key ways for mounting it at 180 degrees .on the adapter . 0341/706111 . unbalances .A. and therefore the rotor must be always mounted in the correct angular position ).2 The key softer is available A normal master rotor can be used (with one key way only).MANDELLO DEL LARIO (LC) . 9 .p. To be sure that the rotor has the correct angular position on the adapter (the key softer program is used . this software adds a constant unbalance vector at each measuring .when performing the tool eccentricity compensation Note : The mounting tool eccentricity compensation also balance the adapter unbalance caused by the protuding half key a.11 Balancing the fitment (flywheel . In order to compensate for the adapter errors (mounting eccentricities .(at 180 degrees ) Case a : The fitment is to be balanced without the key (the related driving rotor has been balanced with a full key a.Cap.etc.) it is necessary to be able to mount the rotor .coupling .the rotor plus the key are rotated by 180 The key way is then fixed to the adapter and its unbalance value is compensated by the key software at each unbalance measuring. . CEMB S.70 3. III . . in two opposite angular positions.) with an adapter having a full key In many practical applications the used mounting adapter is complete with a full key for two reasons : To supply sufficient driving torque (not obtainable with a simple expanding type adapter). The body shaft of the adapter must have two key ways at 180 degrees During the mounting adapter eccentricity compensation .Via Risorgimento.

because it is simulated by the key software. The key software is available Same procedure as previous point b. b. III .Via Risorgimento.MANDELLO DEL LARIO (LC) .A.both the rotor are to be indexed to the same angular position .Cap.2) the rotor plus the key.2 Note: CEMB S.1 .1 The key software is not available The adapter body shaft must have two key ways at 180 °.It not more necessary to fill the second key way with an half key .both the balancing machine spindle . 9 . .71 Case b : The fitness is to be balanced with an half key (the related diving shaft has been balanced with a half key) b.ITALY . 0341/706111 . The tool eccentricity compensation is performed by rotating (same as a. The key is then fixed to the adapter and an half key is also fixed in the other key opposite If an automatic loading / unloading system is used .p.


MANDELLO DEL LARIO (LC) .such as : • • • • Mounting eccentricities Material corrosion or accumulation Mechanic deformations (caused by transport or temperature differences etc.A. CEMB S. IV .that is below 10% of the total value . Before starting to balance .it is important to verify the value of the synchronous vibration compared to the total vibration .1 Foreword The balancing in service conditions is sometimes necessary to reduce the vibrations caused by the unbalance of rotating parts .that is the component of the vibration caused by the unbalance . it is necessary to find out and to eliminate the other sources otherwise the balancing operation does not introduce significant vibration improvements Sum of residual unbalances (driving shaft and the coupled pulley . if its value is too low . while all the other vibration components (caused for instance by misalignement or by clearances or by electric faults ) still survive .73 CHAPTER 4 ON FIELD BALANCING 4.) It is advisable to use only factory balanced components . 0341/706111 .It compensates for different possible sources of errors .Via Risorgimento.. . 9 .p. The balancing operation eliminates only the synchronous vibration .ITALY .

.ITALY .74 4. This way . the calibration process is more precise (no error is made when the angle . IV . The filtering process can be : • • with automatic tuning (when a photocell is used) with manual tuning (when a stroboscopic light is used) The stroboscopic light and the photocell are used for : • • tuning (setting ) the filter on the shaft speed so that only the vibration caused by the unbalance is read measuring the angle of the vibration (through this angle the unbalance position is calculated ) Example for angles numbering Normally the angles are measured in the anti rotation direction. Some people consider as zero position . the angle position where the test mass is applied (look at the next paragraph ).MANDELLO DEL LARIO (LC) .Cap.2 Necessary equipment The used measuring instrument ( vibration meter ) must be capable of separating the vibration caused by the unbalance from the total vibration .Via Risorgimento.A.p. 9 . (opposite the sense of rotation ) The reference mark is the zero (beginning )for the angle set up ) and the final result gives directly the necessary balancing mass in terms of variation of the used test mass .tel. The vibration analysis (separation ) is possible with an instrument equipped with a filter . 0341/706111 .related to the test mass .(how much it is to be increased or decreased and how much it is to be angle displaced ) CEMB S.

5) Under the assumption that E is constant (not dependent on the unbalance value ) . this vibration is caused by the original unbalance plus the unbalance caused by the test mass . (value and angle) is measured . 4) The relationship cause/effect is: E= m⋅ R (V1 − V0 ) where: E = system rigidity.p.MANDELLO DEL LARIO (LC) . IV .that is : K = 1 E CEMB S. 2) A well known mass m (test mass ) is added on a defined angular position at the radial position R.75 4.ITALY .Via Risorgimento. . V1 − V0 = vibration caused by the calibration original unbalance is: ( ) U 0 = E × V0 (Note :it is a relationship between vectors) The reverse of E is called rigidity .3 Theory The basic assumption is a linear relationship between the cause (the unbalance ) and the effect (the vibration) 1) The original vibration V0 . m·R = calibration unbalance. 0341/706111 .A. 3) The new vibration V1 (value and angle ) is measured . this vibration is caused by the original unbalance U 0 . 9 .

MANDELLO DEL LARIO (LC) . 0341/706111 . IV .Cap.Via is necessary : . K 22 = 22 U t1 Ut2 U t1 Ut2 With: V10 . V20 = Original vibrations of rotor supports 1 and 2 V12 = Vibration of rotor support 1 with the test mass placed on balancing plane 2 V22 = Vibration of rotor support 2 with the test mass placed on balancing plane 2 V11 = Vibration of rotor support 1 with the test mass placed on balancing plane 1 V21 = Vibration of rotor support 2 with the test mass placed on balancing plane 1 U t1 = m1 ⋅ R1 = Calibration unbalance obtained with the test mass m1 placed on balancing plane 1 (at the radius R1) U t 2 = m2 ⋅ R2 = Calibration unbalance obtained with the test mass m2 placed on balancing plane 2 (at the radius R2) Note: 1) The same test mass m can be used .76 For balancing on two or more planes . K 21 = 21 . .A. K12 = 12 CEMB that the solving equations admit a unique solution (the number of unknown parameters is equal to the number of equations ). 2) The number of balancing planes is to be the same as the number of rotor supports ( measuring points ) .caused by the original unbalances on the different planes ) .to measure the original vibration on each support Vi 0 (vibration vector on each support i .to apply a mass m (test mass) in sequence on the different balancing planes and to measure the new vibrations (effects ) on each support Vik = (Vibration of the support i with the test mass placed on the balancing plane k) In the case of two balancing planes the following formulae are valid : V10 = U1 × K11 + U 2 × K12 V20 = U1 × K 21 + U 2 × K 22 Where: K11 = V11 − V10 V − V10 V − V20 V − V20 .ITALY . 9 . it can be applied at first on plane 1 and then on plane 2 at the same radial position R .

0341/706111 . High unbalance values (sum of original plus calibration unbalance ) can originate non linear vibrations .1 The test mass is calculated with the following formula: m = 100 ⋅ where: M R m [gr] = Test mass R [mm] = Radial position of the test mass M [kg] = Mass of the rotor to be balanced The value M of the rotor mass can be evaluated with a certain approximation (± 20%).Cap.5 ). Method Nr2 For rotors with special balancing requirements ( G ≤ 2. IV . b) Upper limit The test mass or the calibration unbalance (m·R) must not damage. during the test spin.A. they both refer to the rotor acceptable residual unbalance value . 9 . Two evaluation methods are currently used .3.4 Test mass calculation method The value for the test mass (calibration unbalance ) is to be calculated taking care of two limits : a) Lower limit The test mass must have a significant effect on the original vibration in order to permit a good calibration . An angle which differs from the original one at least of 15°degres .ITALY . . After applying the test mass the new vibration must have : A value bigger than the original one at least of using the following formula : m⋅R = k ⋅ Ea M where: m [gr] = Test mass R [mm] = Radial position of the test mass M [kg] Rotor mass Ea [µ] = Residual eccentricity according to ISO 1940/1 k = Factor varying from 4 to 10 CEMB S.Via Risorgimento. having low vibration values and high service speeds (> 3000 RPM) with the possibility of running near some critical speed (during start up or cast down ).this means that the original vibration (as a vector ) must vary in a reasonable amount .MANDELLO DEL LARIO (LC) .p. that is 5 times the specific residual unbalance corresponding to ISO 1940/1 ⎜ ⎝ kg ⎠ standards for a rotor with a maximum service speed of 3000 RPM and a quality grade G = 6.77 4. Method Nr. the mechanic part of the frame with a huge increase of the vibration level which is no more acceptable from the safety point of view . it is advisable to calculate the test mass as a function of the accepted residual unbalance .tel. The above reported formula specifies a test mass unbalance corresponding to a specific unbalance ⎛ gr ⋅ mm ⎞ = 100 microns ⎟ .

9 .Cap. V22 are measured (vibrations on supports 1. 0341/706111 . S2 are the rotor supports (where the vibration is measured) and P1. The magnetic base is used in order to obtain repeatable readings (the pick up is tied to the same point ) A reference mark for the photocel is used as origin of the angle division (look at par.A. Reference is made to the next sketch where S1. V21 are measured (vibrations caused by the unbalance and by the test mass placed on the balancing plane P1 ). A test mass m is added on a known angle position (it is advisable to put the test mass in the angle position defined by the reference mark . zero position) at a radial position R1 on the correction plane P1.3: vectors V12 .2). 2 caused by the unbalance and by the test mass placed on the balancing plane P2. The test mass m is removed from the correction plane P1 and placed on the balancing plane P2. Spin Nr.calculates the unbalance on the two planes P1 e P2. CEMB S. Spin Nr.78 4. .p.solving the two equations with complex variables reported on the previous paragraph .2: vectors V11 .2 The measured data ( 6 vibration amplitudes and 6 angle values ) are input in the software program which . 4. Spin Nr. V20 are measured (original vibrations caused by the unbalance in values and angles ).ITALY . The test mass is removed from the balancing plane P2 are the balancing planes (where material is added or removed for unbalance compensation).at the radius R2 in a well known angle position (better on the angle defined by the reference mark ).1: vectors V10 . IV . on the support Nr.MANDELLO DEL LARIO (LC) . 2 (V21 ). The two vibration pick ups are placed on the rotor bearings (supporting the centrifugal force caused by the unbalance) preferably in horizontal position and fixed by a magnetic base .Via Risorgimento. 1 (V11 ) and on the support Nr.5 Two planes balancing on service conditions Balancing on one or two planes is the most frequent application in the practice.

after the first correction on both planes . it is necessary to check the residual vibration level and to perform an additional trim balancing.p. clear instructions about the balancing operations . Modern portable analysers ( CEMB N402 for example ) show. as R0/ consequence . in comparison with the radius used during the calibration procedure . the relationship balancing planes /vibration measuring planes is shown by the next sketch. . automatically acquire the vibration values and directly calculate the amount and the position of the balancing weights .its amount varies in the reverse proportion . In order to obtain a precise balancing ( good evaluation of the original unbalance an .. R= correction radius) Normally .ITALY . IV . with regard to the actual radius . It is convenient to proceed with the balancing operation only if the synchronous vibration is relevant (>10% total vibration) . Even better results can be achieved by using .A. If the balancing weight ( grams ) is applied to a different radius . 0341/706111 . CEMB S. 9 . the vibration level cannot be reduced by a significant factor Notes: On field balancing is possible only when the synchronous vibration values are constant and repeatable in value and angle.Via Risorgimento. the vector synchronous averaging method .(R0= calibration radius . on the display. good estimation of the correcting weight ) the filtering bandwith is to be lower than 10% (standard value =5%).Cap.otherwise with the balancing operation . in addition .when balancing on two planes .MANDELLO DEL LARIO (LC) .79 When balancing overhung rotors .

tel. A correction mass of only 50 grs.6 Not linear response In the case of high vibration levels (machine with dampers .as the vibration value tends to decrease . Sometimes it is necessary to completely close the supporting dampers . Residual vibration .with high mechanic clearances or with sleeve bearings ) the relationship vibration versus unbalance may be not linear (look at following curve ).A.p. this way the system is made linear because of two reasons : the vibration level is reduced (lower the vibration more linear the system) and the negative effect of the dampers ( on phase and linearity ) is removed .ITALY . 0341/706111 . before starting the balancing process . by following the previous calibration and the calculated compensating masses . after the first balancing operation = 8 mm/s The calibration procedure is repeated with a lower test mass of 30 grs. In this case it is advisable to repeat the calibration process several times by using each time lower test masses .80 4. IV . CEMB S. Residual vibration level . 9 . This is necessary because otherwise .Cap. for instant = 10 gr.. is added at the calculated angle . after the second balancing operation = 5 mm/s A new calibration procedure is now performed with a lower test mass. Example: Original vibration = 15 mm/s Test mass = 100 gr Calculated unbalance = 300 gr A correction mass of only 200 grs is added at the calculated angle .Via Risorgimento. the vibration level reduces only a little and does not better any more .MANDELLO DEL LARIO (LC) . etc. Calculated unbalance = 80 grs. .

because it does not take care of the plane interference . CEMB S. The angle numbering ( increasing ) is opposite the sense of rotation . This control can be done (if possible ) by rotating the shaft slowly by hand . here the reason for the appearance of the two marks ).Via Risorgimento. Tuning the filter 1) If the portable Balancer is equipped with a photocell . it is important to not touch the rotor which appears at standstill while really it is rotating .MANDELLO DEL LARIO (LC) . 2) If the portable Balancer is equipped with a stroboscopic light . with the zero position corresponding to the reference mark . The procedure is fully described in the following : Vibration pick up mounting The vibration pick up is to be placed as near as possible to the shaft supporting frame (better if on the supporting bearing ) in radial direction (horizontal or vertical ) perpendicular to the rotation axis .in this condition the stroboscopic light must measure a speed value double than the real one .A.(the angle always increases opposite the sense of rotation ). it is necessary to manually rotate a potentiometer until the rotor . 9 .(if the previous measured speed is correct . .ITALY . Reference mark for the angle A reference mark (piece of reflective tape or pen stroke ) is to be placed on a visible part of the rotary shaft.p. Measuring the original vibration The rotor is spun at the service (balancing ) speed and the filtered original vibration (caused by the unbalance ) is measured .7 Manual unbalance calculation with the graphic vector method The manual graphic vector method is normally used only when balancing on one plane .tel.under service speed and light by the lamp.Cap.81 4. appears in a steady condition ( as if it were fixed and not rotating ). because the stroboscopic light is using a frequency which is double than the rotor speed . 0341/706111 . It is also possible to define the zero (beginning of the angle measurement scale) as the position where the test mass is applied during the calibration process . 3) In order to verify the correct filter tuning it is necessary to turn the potentiometer until the stroboscopic light shows a shaft with two reference marks on the opposite angles . it is sufficient to fix a portion of reflective tape on the rotor shaft and to verify that the LED placed on the backside is lighted when the reference mark is placed in front of the cell . IV .

When using a vibrometer equipped with a stroboscopic light .the angle is seen directly on the rotor surface(top point ) by the stroboscopic light placed on a fixed position (vertical or horizontal for instance).ITALY . the angle of the vibration is immediately shown on the machine display. Vibration value The amount of the filtered vibration (vibration related to the unbalance ) is directly shown by the instrument Before starting the balancing process the angle division is marked directly on the rotor . CEMB S. 0341/706111 . 9 . Vibration angle (phase ) When using a vibrometer equipped with a photocell.82 Measuring the vibration with the test mass applied A test mass is applied on the balancing plane and the new filtered vibration is measured .MANDELLO DEL LARIO (LC) . IV .p.Via Risorgimento. .

5) Remember to remove the test mass. 7) Measure the residual vibration and if it is still not acceptable . For a proper unbalance calculation .83 Practical instructions (step by step operations) for manual unbalance calculation Reference is made to the table reported on the next page . . the angle is in the opposite position (+180°).this line defines the angle ϕ. for a rotor having the following features : correction radius R = 1000 mm and mass M = 2000 kg. (For evaluating this value take care of the used reduction scale . the measuring instrument should use a filter with a band with lower than or equal to 5%. 0341/706111 .p.ITALY . 2) When the calculated angle is negative .Via Risorgimento.add 360° to make it positive. 9 .measure the distance A-B and write its value in the pre set position. proceed with a new balancing operation following the reported procedure Notes: 1) The calculated angle is for balancing by adding weight .Cap. 1) Fill the annexed table with: .for instance 1 cm = 10 microns or 1 cm = 1 mm/s) 4) Draw a line starting from O parallel to the segment AB from B to A . 3) Connect point A to B . in case of balancing by removing . calculate the correction mass (compensating for the existing unbalance ) and its angular position . 6) By using the reported formula .Original vibration (value and angle) – New vibration with the added test mass (value and angle) 2) Draw points A and B (see the example). CEMB S.A.MANDELLO DEL LARIO (LC) . IV .tel.

MANDELLO DEL LARIO (LC) .Via Risorgimento. 0341/706111 .Cap. 9 .p.84 CEMB .A. IV . .

IV .Cap. 9 . .Via Risorgimento.p.85 CEMB S. 0341/706111 .ITALY .tel.A.MANDELLO DEL LARIO (LC) .

0341/731384 . .8 Evaluation of the optimum angle position of the test mass during calibration High original vibration values (almost dangerous).tel. For the example drawing F3 = -50° CEMB S.7 Nc 0÷45 N 1.Cap. requirements to reduce the number of balancing spins (electric motors with a reduced number of start up cycles for thermal reasons ) draw the attention to carefully evaluate the value and angle position of the test mass used during the calibration process . In order to evaluate the best angle position for the test mass different angle addendum are to be considered : F1: Angle depending on the used measuring unit Measuring unit Despacement Velocity Acceleration F2: Angle F1 0 –90 -180 Angle depending on the position of the relative position rotor speed (N) and rotor critic speed (Nc ) F2 F2 (recommended) 45 90 135 N < Nc 0. This angle is positive if the vibration pick up has to be moved in the same sense of rotor rotation in order to reach the photocell (on the contrary it is negative ). 9 . IV .p.Via Risorgimento.MANDELLO DEL LARIO (LC) .86 4. the test mass is placed on the correct angle (that is in an angle opposite the position of the original unbalance) the machine bearings are not suffering higher vibration values and the balancing process is shorter (less spins ). during the calibration spin . If.ITALY .3 Nc 45÷135 135÷180 N F3: Nc Angle depending on the relative position of the photocell with regard to the vibration pick up F3 = Angle between the photocell and the pick up.A.

.p.Cap. CEMB S.A.MANDELLO DEL LARIO (LC) . 6) If the calculated angle is bigger than 360° remove 360°. IV . 0341/731384 .tel. make it positive by adding 360°.87 The estimated position of the original unbalance is: α 0 = α + F1 + F2 + F3 where: α is the measured angle of the original synchronous vibration The test mass is to placed (on the balancing plane ) at the opposite angle: α 0 + = α 0 + 180° Notes: 4) The method is valid under the condition that the angle of the original vibration is properly measured 5) If the calculated angle is negative . 9 .Via Risorgimento.ITALY .

A.Via Risorgimento.p. IV .tel. .ITALY .MANDELLO DEL LARIO (LC) .88 Example 1: Rotor service speed lower than the critic speed (N < Nc ) Vibration measuring unit [mm/s] F1 = -90° (measuring unit mm/s) F2 = 45° (under critic speed) F3 = 90° (angle photocell –pick up) α = 65° (measured original vibration angle) Optimum angle for the test mass α 0+ = α + F1 + F2 + F3 + 180 = = 65 − 90 + 45 + 90 + 180 = 290° Example 2: Rotor service speed bigger the critic speed (N > Nc ) F1 = -90° F2 = +135° F3 = 30° α = 306° (measuring unit mm/s) (over critic speed) (angle photocell-pick up) (measured original vibration angle ) α 0 = 306 − 90 + 135 + 30 = 16° This is a real case where the original unbalance was on the angle 0 The optimum position for the test mass is : α 0+ = 16 + 180 = 196° CEMB S.Cap. 9 . 0341/731384 .

4 The original unbalance (calculated ) U is E ⋅ V0 . IV . by the use of a simple vibrometer (having no filtering capacity ) . 2⋅ m =E Vmax − Vmin V + VII + VIII + VIV The averaged measured value is Vm = I (it should be equal to V0).tel.p. III. A sine curve (connecting all points ) is then drawn . on service conditions. 9 .MANDELLO DEL LARIO (LC) . is relevant (>60% of the total vibration) it is possible to balance. VIII .89 4.caused by the unbalance . IV at 90° on the balancing plane ) are measured . VII . VIV ( vibrations obtained by moving the test mass m on the angle positions I.A.Cap.Via Risorgimento. The frame rigidity is The angle position of the unbalance is evaluated from the curve (distance Vmax from point I) In the example the angle is 2 ⋅ 90° ≅ 30° 6 CEMB S.9 Manual balancing with the use of a simple vibration meter When the vibration value . . 0341/731384 . II. a) Four points method Four points are marked on the rotor balancing surface at 90 degrees . Vibration values V0 (original vibration ) and VI .ITALY .

A.ITALY .Via Risorgimento. The measured vibration values are filed in a decreasing order (for instance VIII > VII > VI). With the centre in point III a circumference with radius VIII is drawn. defines the correction position (in the example P1).MANDELLO DEL LARIO (LC) . Points A third circumference . With the centre in point II a circumference with radius VII is drawn The two common points of the circumferences define the two possible unbalance positions . 9 . with the centre on point I and a radius VI . The unbalance angle is defined by the line connecting point P1 to the centre O of the original circumference (direction P1 O). A circumference with radius a V0 is drawn. III at 120°on the balancing plane ) are measured. 0341/731384 . VII . The unbalance value is: m × V0 OP 1 Example: V0 = VI = VII = VIII = 4 mm/s 2 mm/s 5 mm/s 6 mm/s CEMB S. II. .90 b) Three points method Vibration values V0 (original vibration ) and VI .p.Cap. VIII (obtained by moving a test mass m on the angle position I. III at 120 degrees angle position are marked. IV . II.

Let us consider the following example with a shaft having an original unbalance (static type) concentrated in the middle and compensated by two equal masses placed at its ends .1 Foreword A professional approach to flexible rotors balancing requires the knowledge of: 1 ) Rotor critic (natural ) speed (at this speed high vibrations occur even in presence of small unbalances or other causes ) 2) Rotor bending mode at the critical speed (it is the geometric shape assumed by the rotor running near its critic speed ). When the rotating speed approaches the rotor first critic speed the shaft bends. 0341/706111 .over the critic speed value .Via Risorgimento.Cap.A. The bending causes itself a big unbalance which even more increases the shaft deformation according to the first modal bending shape . By increasing the rotating speed .ITALY . while the axis of rotation ( defined by the two supporting bearings ) does not change . V .p. the overhaul frame is still in equilibrium (the exerted forces on the bearing supports is null). the shaft shape becomes again straight . .tel. With bending the rotor mass distribution changes .91 CHAPTER 5 FLEXIBLE ROTORS BALANCING 5. 9 .MANDELLO DEL LARIO (LC) . the centrifugal forces related to the three concentrated unbalances increase together with the inside shear forces and bending couples . CEMB S. If the rotating speed increases again .

tel.92 5.A.2 Shaft critic (natural ) speed evaluation methods The measurement of the real rotor critic (natural ) speed is very important . 9 . Natural vibration mode of a frame exited by an impulsive shock Natural waveform (over the time ) of the transient vibration caused on a shaft by an impulsive shock CEMB S.p. because it gives the possibility to evaluate if the rotor .Cap.on the service conditions . 0341/706111 . . is running near its critic speed .MANDELLO DEL LARIO (LC) . a) Impact test method By the use of a proper hammer impulse the rotor is exited to vibrate and its natural vibration frequency in CPM (cycles per minutes ) is measured with a vibration transducer . that is : it is to be considered as a rigid or a flexible rotor .ITALY .Via Risorgimento. V .

for instance . V . This way .tel. as a function of the speed . The following typical diagram is obtained : Near to the critic speed the vibration level increases a lot and its angle changes by 90° .the response of the assembly (rotor plus supports ) is measured as a function of the rotary centrifugal force (caused by the unbalance ) acting on the frame with increasing angular speeds ( at different frequencies ). 9 . 0341/706111 . CEMB S. .ITALY . the bending value in the middle is registered . while above the critic speed the angle changes by 180°.Via Risorgimento.MANDELLO DEL LARIO (LC) . For a paper roll .93 b) Bode diagram It is necessary to use an instrument capable of storing and displaying the synchronous vibration or the displacement as a function of the rotor speed value and angle .Cap.A.

The theoretical calculation of the rotor critic speed is outside the scope of this course . These are the two parameters which are to be changed in order to modify a disturbing critic speed (do not forget that . V .p.8 m/s2 fs [m] = static bending in the middle section In the case of a uniform beam simply supported at the ends the centre bending is : fs = where: 5 l4 ⋅m⋅ g ⋅ 384 E⋅I m = mass per unity of length [kg/m] E = Beam elasticity [N/m2] l = distance between supports [m] By introducing the value for the centre bending fs into the previous formula we obtain : Vc [CPM] = 60 8.MANDELLO DEL LARIO (LC) .3 Calculation of the critic (natural ) speed If the rotor mechanic features such as : Rigidity K [N/m] Inertia I [m4] Material density [kg/m3] and the rotor boundary conditions are known . near to a critic speed . fn = where: 1 ⋅ 2π K M fn = first critic speed in CPS (cycles per seconds) K = rigidity [N/m] M = rotor mass [kg] (The frequency in cycles per minutes is obtained by multiplying fn x 60 ) From the formula it is clear that the critic speed increases with the rigidity and decreases with the rotor mass .ITALY . The finite element method is today commonly used and standard software packages are available to be easily used on every process computer . with different related vibration shape modes ). 0341/706111 . A formula which calculates the first critic speed of a uniform beam in term of revolutions per minutes is : Vc = where: 60 ⋅ 2π g fs g = gravitational acceleration = 9. the different rotor natural (critic ) bending frequencies can be calculated by numeric computation . even small unbalances can generate high vibrations or bending ).Via Risorgimento.94 5. .Cap.A. nevertheless it is important to know the next formula which points out the main parameters which contribute to determine the value of the first critic speed (every frame has different critic (natural ) speeds . 9 .tel.76 E ⋅ I ⋅ ⋅ 2π l 2 m CEMB S.

87 3.95 5.8 g/cm3 = 7.MANDELLO DEL LARIO (LC) .on the different natural vibration modes and on the beam length l [m] according to the next table : Boundary conditions 1a speed 2a speed 3a speed (n1 ⋅ l ) 2 ( n2 ⋅ l ) 2 (n3 ⋅ l ) 2 Simply supported Cantilever Double clamp Clamped/hinged 9.4 39.4 61.Via Risorgimento.0 88.0 CEMB S. .4 15.52 22.ITALY . 0341/706111 .7 121.7 50. with A = area [m2] and ρ = mass density [kg/m3] .5 22. V .8·1000 kg/m3) n2 = Factor depending on the boundary conditions .p.A.the different natural speeds ( frequencies ) are calculated by the next formula : ωn = n2 ⋅ E⋅I m (1) where: ωn = Natural frequency for the n vibration mode [rad/s] E = Beam elasticity [N/m2] ( for the steel E = 21’000 kg/mm2 = 21'000 ×10 = 21× 1010 N/m 2 ) 10 −6 I = Beam inertia [m4] m = Mass per unit length [kg/m] ( m = ρ A .4 Natural frequencies of a beam calculation By solving the general differential equation for the lateral vibrations of uniform beams .tel. for the steel ρ = 7.Cap.0 104.9 61. 9 .

For a simply supported condition at its ends .35 2 = 4890. 0341/706111 . 9 .76 = 2476 giri/minuto 9.Cap. the fist natural frequency is : V1[CPM] = 60 9.based on the static bending in the middle .87 E ⋅ I ⋅ ⋅ 2π l 2 m ( The same value with the formula reported on the previous chapter .tel.35 m we get : V1 = 122263 ⋅ 0.5 ⋅ 0. simply supported on its end journals .p.87 According to the formula of the previous chapter V1 = From the comparison of the measured and the calculated values for the first natural speed of uniform steel paper rolls .MANDELLO DEL LARIO (LC) .1225 = 2788 giri/minuto 25 2788 ⋅ 8.45 2 + 0.ITALY .8 ⋅103 kg/m 3 ⋅ ⋅ D 2 − d 2 4 π I [m 4 ] = ⋅ D 4 − d 4 64 ( ) ( ) The first natural speed of a .2025 + 0.A. V .96 We develop now the previous formula (1) for a very common case of a paper roll with a ( cylinder ) uniform section . It is reported down for an easy use : V1 [CPM] = 110037 ⋅ D2 + d 2 2 l CEMB S.uniform steel cylinder beam (roll ) can be calculated with the next formula : V1[CPM] = 122263 ⋅ D2 + d 2 2 l Calculation example with: l=5m D = 450 mm = 0.Via seems that this last formula (of the previous chapter ) gives better results.simply supported .45 m d = 350 mm = 0. . is lower of about 10%) For a uniform (cylinder ) section with D = outside diameter [m] and d = inside diameter [m]: π m [kg/m] = 7.

7 Vc.p.5 Rotors classification Depending on its maximum speed a rotor is classified as Rigid rotor The maximum service speed is lower of 30% of the first natural bending speed.97 5. 0341/706111 .Via Risorgimento. b) At special speeds (sometimes at more than one speed ).7 Vc where V = maximum service speed and Vc = first natural rotor speed) It can be dynamically balanced on two arbitrary planes. V . . Near to the critic speed the rotor mass distribution changes due to the bending . CEMB S.below or equal to the service speed.MANDELLO DEL LARIO (LC) Its masses distribution around the axis of rotation remains constant .that is V> 0. 9 . It can be balanced at an arbitrary speed .ITALY . (that is V< 0. A flexible rotor is to be balanced a) In well specified planes (sometimes more than two). Flexible rotor The maximum service speed is bigger than the previously specified value .

2a) with a hammer impacting the rotor on the vertical direction (where the machine is more rigid ). with the method of the impact test (look at 5.p. all the system natural frequencies (balancing machine plus rotor ) are measured.before the test at different increasing speeds . because . It is necessary to pay attention to the safety of the operation and to increase the speed slowly . V . 9 .ITALY . the rotor deformation causes an high unbalance (high centrifugal force ) which may cause the rotor jumping out of the balancing machine . In the example the critic (natural ) speed is 900 RPM . As a consequence it is necessary to use rigid supports (whose natural frequencies (speeds ) are higher than the test rotor frequency ) or to use soft bearings having lower frequency values In normal applications . CEMB S.Via Risorgimento.6 Rotor flexibility measurement on a balancing machine In order to measure the rotor critic (natural ) speed on an industrial balancing machine it is necessary to spin it at different increasing speeds . A Nyquist diagram is obtained similar to the following one .A.. The unbalance vector is measured and recorded as a function of the near to the critic speed . 0341/706111 . .98 5. while it is simply supported on the machine .MANDELLO DEL LARIO (LC) . at the same speed change (100 RPM) the maximum change on the unbalance measure is found . it is useful to measure the rotor critic speed . Note : during the test on the balancing machine . This way we can know in advance the rotor critic speed and do not take care of the possible critic speeds introduced by the balancing machine itself .

9 .p.ITALY . 0341/706111 .caused by the rotary forces . if we remove any concentrated unbalance .tel.Cap. CEMB S. . To obtain the goal it is necessary to reduce to a minimum the forces inside the rotor (bending moments and shear forces caused by concentrated unbalances along rotor axis ) which increase with the speed and may cause rotor deformations . V . Example of a rotor (having an original unbalance concentrated in the middle section ) and balanced with two masses at its ends . .the inside forces (bending moments and shear forces ) caused by the centrifugal forces are reduced to a minimum and the rotor is not forced to bend .Via Risorgimento.related to the previous example The bending moment is maximum in the middle and its value is U l 2 ⋅ ⋅ ω [N ⋅ m] 2 2 If we balance the rotor section by section .7 Basic criteria for flexible rotors balancing The goal of flexible rotors balancing is to obtain acceptable operating conditions in term of vibration levels or bearing life .99 5. Inside moments diagram . which is possible only if the rotor mass distribution around the axis of rotation does not change over the all speed range .A.MANDELLO DEL LARIO (LC) .that is .

A.MANDELLO DEL LARIO (LC) .Cap.for instance .the balancing of steam and gas turbines where each blade ring is individually balanced (each blade is scaled before mounting it on a ring ) and the balancing operation is repeated at each ring mounting on the shaft (the unbalance correction is made on the ring itself ).100 Example of rotor divided into different sections individually balanced The centre of mass of each rotor section lays on the axis of rotation . By increasing the speed the inside moments caused by the centrifugal forces are reduced to a minimum . V . CEMB 9 . The above mentioned balancing procedure is commonly used in the practise .ITALY .Via Risorgimento. Let us mention . 0341/706111 . Another example is the balancing of cars turbochargers where the turbine shaft and the compressor are separately balanced .p. .

the complete rotor is dynamically balanced again on two or more planes .all rotors can be classified as : 1) Rigid rotors 2) Quasi rigid rotors 3) Flexible rotors 4) Rigid rotors with flexible or not rigid connections 5) Flexible rotors to be balanced at the service speed only 5.8 Rotors classification according to balancing requirements According to ISO standards .tel.i. for balancing purposes . 0341/706111 . (50% of the static unbalance is corrected on the central plane ).but in fixed planes (multi stages centrifugal pumps f.Via Risorgimento. The shaft alone is balanced first then a ring is mounted and the balancing is made by acting on the ring itself .9 Quasi rigid rotors The maximum service speed is near to the critic speed but they can be balanced at low speed by acting on well known planes They are classified as: 1) Rotors with known axial unbalance distribution ( pulley on a flexible shaft.p. (It is evident that .i. (the rotor is born with a reduced unbalance value .) 2) Rotors with unknown unbalance distribution .A. caused by the rotary centrifugal forces . 3) The single components ( pre balanced or not ) are assembled on the main shaft and the balancing process (on the specified planes ) goes on only if the measured unbalance is below a certain maximum admitted value .the new unbalance is caused by the new part that has been lately mounted ). The mounting tolerances are kept within specified values .) Quasi rigid rotors balancing procedure 1) The separate parts are pre balanced as rigid rotors . even balancing on two planes . f. V .MANDELLO DEL LARIO (LC) . .step by step .the inside moments . (The static unbalance correction is distributed on the shaft length while the couple unbalance is corrected at the ends) 2) The separate parts are balanced .Cap. 9 . the unbalance compensation is made on the lately mounted component .ITALY .) CEMB S. are kept within low values .101 5.if the shaft has been previously balanced . After each mounting .After assembling .the balancing operation is performed only if the original unbalance is relatively low so that .during the assembling (sometimes two parts are mounted and balanced at the same time and the correction is made on the two planes defined by the two parts ).

9 .102 5.MANDELLO DEL LARIO (LC) .ITALY .Cap. V .Via a) Examples of low speed balancing API Standards: Multiple stage pumps One plane (static ) balancing at each ring mounting step Two planes (dynamic) balancing at each mounting step (Two impellers are mounted at the same time) Final balancing (finishing )of the complete assembly .p. 0341/706111 .A.the static unbalance is corrected on the centre while the couple unbalance is corrected at the ends . CEMB S. .

because it is caused by a different wall thickness on two opposite angle positions .ITALY . 3) It is easy to verify that a roll is rigid by simply measuring .at its centre position .22 L reduce to a minimum the residual inside bending moments caused by the original uniform distributed unbalance together with the correction masses placed on the two balancing planes . in two ways : 1) Placing the correction masses at 0. The low balancing speed on the roll ends creates an inside bending moment to be adjusted and verified at the service speed .22 L.which have a low rigidity . . (The compensation is distributed on three planes in order to reduce to a minimum the inside bending moments caused by the rotary inertia forces . . If the original unbalance (mainly static ) is not too high and the balancing speed is not too near to the first critic speed . Notes: 1) The low speed balancing validity can be verified by increasing the rotor speed .7). 2) Correcting 60% of the original static unbalance in the centre of the shaft and correcting then the residual unbalance on two planes at the ends . the roll is balanced at all speeds .tel. CEMB S. the original unbalance is mainly static . in the balancing machine .MANDELLO DEL LARIO (LC) .the bending value .all along the shaft. The balancing planes placed at 0.Via Risorgimento.which at a high speed can deform the roll (see 5. at low speed .if the dynamic run out (bending ) does not vary with the speed . V . up to the service speed and by checking that the balancing conditions do not vary (no deformation occur ) 2) Normally the balancing of paper rolls .103 b) Paper rolls In the paper rolls . 9 .it is possible to balance . 0341/706111 .

Via Risorgimento. Important note : When there is the doubt that a rotor has a service speed near to its first critic speed .the rotor service boundary conditions (supports rigidity and resting positions ) 3) They require the balancing at different speeds (more than one and at high speed ).Cap. .104 5.11 Flexible rotors 1) The balancing planes are to be selected properly and are more than two (3.p. 9 .ITALY . 5 etc.). it is advisable to define a third balancing plane in a centre position or in a position where the rotor experiences the maximum deformation . so that a proper balancing ( on more than two planes can be achieved ) CEMB S. 2) It is better to simulate .. on the balancing machine .tel. V .A. 0341/706111 .MANDELLO DEL LARIO (LC) .

which is shown on the next sketch. .tel. V .the roll bends again and assumes the shape corresponding to the second bending mode .105 5. After the balancing . The balanced conditions obtained at low speed balancing on the ends is no more maintained at high speed (the roll bends ). it is clear that the optimum balancing plane positions are placed where the rotor experiences its maximum bending at the critic speed . 0341/706111 . P5.p.from the example . 9 . CEMB S. 2 = second) From the above reported examples . The next general formula is valid to establish the number of balancing planes for a rotor running near its N binding mode : The number of balancing planes for a flexible rotor are : 2N+1 where N = bending mode (1 = first.when spun near its first critic (natural speed ) it bends.ITALY . if the rotor speed is increased near to the second rotor critic speed . The first bending mode assumes the shape reported on the next sketch with zero bending at the ends and with a maximum bending in the centre position . In order to balance the rotor at the second critic speed .12 Number of balancing planes Let us consider a paper roll simply supported on its ends . it is evident that a proper balancing requires three planes (2 for the low speed balancing . As a consequence .one the centre for reducing the bending at high speed).Cap.from the figure it is clear that two more planes are necessary like planes P4. In order to avoid the bending in the centre position .A.MANDELLO DEL LARIO (LC) .Via Risorgimento. it is necessary to place a proper mass also on the centre plane .

Cap. V - 106


Modal balancing

It is the balancing method ,for flexible rotors, which takes care of the rotor bending shape (mode ) near to the critic speed in order to find out the correct balancing planes position and the correct set of the test masses capable of exiting only the bending mode under consideration. Step by step instructions are : 1) Pre balance the rotor at low speed (Rigid balancing on two end planes ; it is necessary in order to spin with safety at high speed ) 2) Increase the speed slowly up to the first critic speed (15 ÷ 30% distance) 3) Record value and angle of the instrument measurements ( vector V0 ) (repeatability is to be verified ) 4) Add a set of testing masses capable of exiting only the first bending mode .( better if the previous balancing conditions are not destroyed ).Look at following examples . 5) Spin the rotor to the same balancing speed (point 2) and record value and angle measured by the instrument (vector V1 ). 6) Calculate the unbalance with the use of the vector method (as reported at chapter 4.3 and shown by the next sketch) 7) Continue the balancing for the second bending shape repeating points 2, 3, 4, 5 8) Repeat all the balancing procedure for the three balancing speeds : low speed near to the first critic (natural ) speed near to the second critic rotor speed (at each balancing speed the previous balancing conditions must not be changed ).

V0 = Original measurement V1 = Measurement with the applied test masses set Up V1-V0 = Test masses set effect The masses set capable to eliminate the original unbalance is : U 0 = Note:

Up V1 − V0


It is a vector relationship and the test masses set is composed by different masses placed on different planes , as shown on the next page .

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Cap. V - 107


Modal balancing test masses set

A modal test masses set is composed of different masses , placed on different planes , capable of exiting the bending mode under consideration only , as shown on the next examples .

I° bending mode

one mass placed in the centre

this set does not change the previous unbalance

II° bending mode

this set does not change the previous unbalance

Notes: 1) Sometimes ,for safety reasons ,it is necessary to repeat the high speed balancing (at the first and second critic speed ) at two speeds ,that is at a distance from the critic speed of 30% and then of 15% . 2) The coefficient influence values are automatically calculated by the standard CEMB measuring units , and recorded in order to be used for similar rotors ..

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Cap. V - 108


Influence coefficients method

It is a method of general use allowing to balance a rotor at different speeds and on different balancing planes .It is always convenient ,if possible , to place the correction masses where the rotor bending is bigger . At each balancing speed the measurement values are recorded (amount and angle ) at each support for : Rotor alone Rotor with a test mass placed in sequence on each individual balancing plane . The matrix of influence coefficients is built and a system of linear equations define a unique solution (set of masses on the different balancing planes ) capable to balance the rotor at all the speeds . (The way to built the influence coefficient matrix is similar to the one described in chapter 4 regarding the balancing in the service conditions )

Vijk = ∑ K ijk ⋅ U jk
where K = 1, n = different balancing speeds Vij = point i vibration caused by the test mass placed on the balancing plane j j = 1, m = number of balancing planes i = 1, k = number of measuring points

Sometimes the equations system has not a unique solution because the number of equations is different from the number of unknown unbalances .In this case the system is solved trying to calculate, among all the possible solutions , the correction masses which: • • make the residual vibrations values as low as possible over the all speed range . (minimum square root method ) make the residual vibrations values as low as possible at the service speed by accepting a certain vibration level near to the critic speed . This is the case of a standard power steam turbine ; near to the turbine critic speed that is during the start up and the cast down transients a relatively high unbalance value is accepted because it lasts only for a short time , while on the operating speed the vibration

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Cap. V - 109


Balancing tolerances for flexible rotors
The actual true critic (natural ) speed of a rotor varies from one individual rotor to another even of the same type ,so the unbalance tolerance is to be specified (on well defined planes ) over a speed range containing the rotor critic(s) speed(s) and if necessary also on specified speeds where the rotor may be considered as a rigid one . The dynamic behaviour of a rotor changes a lot , even by changing its speed of a few revolutions , when it is running near to the critic speed . (a small speed difference can cause high vibration levels change .). The balancing machine supports , or in general the balancing bench , must not introduce any additional critic speed which can generate fault readings . The used balancing bench must have its critic speed (s) outside the measuring range or , when this is not possible , the ( known ) supporting balancing bench critic speeds are to be excluded from the measuring field . The measuring unit must be capable of recording the measured values versus the speed . Different criteria for specifying the unbalance tolerance for flexible rotors are given ; the best one to be used is chosen after an experimental confirmation . For some flexible rotors , an additional finishing balancing on service conditions is to be made after the balancing on an industrial balancing machine .


Residual unbalance tolerance specified (in on the two supporting journals (a = c = 0, b = distance between supports)
The tolerance ( in gr·mm ) is specified on the two rotor journal planes (a = c = 0, b = distance between machine supports ) It is the most precise method , even if it is not commonly used , because it is difficult to keep the machine calibration constant over the all balancing speed range containing the rotor critic speed . Normally an acceptable unbalance (in ) is specified for the low speed (rigid ) balancing and the acceptable residual unbalance , on all the speed range , including the critic speed , is requested to be lower than x times (10÷20 the specified value for the rigid tolerance )


Maximum acceptable dynamic load on the supports (in Newton )

A low speed dynamic residual unbalance ( in ) is specified , together with the balancing planes . The maximum acceptable value for the rotary inertia force ( in Newton ) is specified on the balancing machine supports , for all the speed range. Since the piezo electric pick up output is directly proportional to the rotary inertia force , generated by the unbalance ,this method can be easily used .


Maximum dynamic run out (bending ) acceptable in one or more rotor sections

Reference is made to a paper roll , simply supported , running near the critic speed . A maximum value for the dynamic run out , in the centre section , is specified over the all speed range . It is evident that the paper roll ,despite being straight , is to be balanced over the all speed range (low speed included ) and an acceptable unbalance value is specified on the two balancing planes . In special cases , only a maximum dynamic run out value is specified ,near the critic speeds , at certain sections , without any requirement for the residual acceptable unbalance .

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.A. . 0341/706111 .Via Risorgimento.110 e) Maximum acceptable machine supports vibration (mm/s) The accepted tolerance for the unbalance is specified for the rigid conditions (low speed balancing ).p. This method ca be easily applied on semirigid type machines which use velometers as transducers . The acceptable value for the machine support vibration can be directly measured by spinning several rotors having good service conditions or by calculating the acceptable vibration on the balancing machine multiplying the on service vibration by a factor which takes care of the main differences between mchine s and real rotor s support parameters (rigidity and damping ). under the condition that the machine itself does not introduce any critical speed . V . even for rotors of the same type . and the maximum balancing machine supports vibration is specified for the all the working range (mm/s) ..Cap. which can be different. The disadvantage of this method is that the accepted tolerances are valid only for a certain machine type (frame of the support and rigidity ).ITALY .MANDELLO DEL LARIO (LC) . or the machine critical speeds are clearly known .tel. CEMB S. Of course the maximum vibration levels are obtained around the rotor critic speed . 9 .

6 0. 9 . 0341/706111 . equal to the mass value of the complete shaft having a specific unbalance E [μ] = U / M If the shaft bends. Some values are reported on the next table .where the most important items are pointed out M is the mass of the centre disc .8 3 ⎛ ω 1− ⎜ ⎜ω ⎝ n ⎞ ⎟ ⎟ ⎠ 2 = 0. the equation regulating the motion is : M ⋅ ω2 ⋅ ( R + E ) = K ⋅ R Setting ωn = where K = shaft rigidity [N/m] K as the shaft natural speed.56 0.A. V .96 1. ω = ωn ⎛ ω ⎜ ⎜ω ⎝ n ⎞ ⎟ ⎟ ⎠ 2 2 0.17 Flexible shaft bending evaluation (Whirl) Reference is made to the next figure . we obtain : M ⎛ ω⎞ ⎜ ⎟ ⎜ω ⎟ R = ⎝ n ⎠ 2 ⋅E ⎛ ω⎞ 1− ⎜ ⎟ ⎜ω ⎟ ⎝ n⎠ Assuming a fixed value for the specific unbalance E [gr⋅mm/kg] .125 For values of ω much greater than ωn (shaft speed bigger than its natural speed ) .78 -1. When the shaft is rotating at the angular speed ω [rad/s] around the axis O. (negative value = -1) CEMB S. S is the geometric centre of the disc and OS is the bending value R (peak).33 0. this means that the shaft bends with the same value as E but on the opposite direction. the bending value R is a function of the distance between the rotation speed and the shaft natural speed .MANDELLO DEL LARIO (LC) .tel.7 0.ITALY . .Via Risorgimento.Cap.p. the bending value R is equal to the shaft eccentricity E . by modifying the previous formula .5 0. its shape is shown by the previous figure where G is the centre of mass position .111 5.


113 CHAPTER 6 THE BALANCING MACHINES 6.Via Risorgimento. . huge flywheels etc. Balancing machines classification ( according to the measuring system) NOT ROTATING (GRAVITATIONAL) Only the static unbalance is measured ROTATING (DYNAMIC) The dynamic unbalance is measured (static plus couple ) Disadvantages Force measuring (hard bearings) Soft bearings Lower measuring accuracy (sensitivity) Long cycle times The centrifugal force caused by the unbalance is directly measured (permanent calibration) Supports vibration (displacement)is measured Completely Semirigid rigid (electrodynami c pick up) Big diameters heavy rotors can be balanced without (piezo pick up) any power supply (f. 0341/706111 . as reported on the following table .1 Industrial balancing machines classification The industrial balancing machines are classified according to the measuring system and to other important features.i.Cap.p.A.) Not completely pasted rotors can be balanced (grinding wheels not yet hardened) Advantages CEMB S. 9 .ITALY . VI . helicopter blades.MANDELLO DEL LARIO (LC) .tel.

0341/706111 .Cap.Via that welding can introduce additional unbalance because of thermal deformations CEMB S. VI . Orizontal Axis of rotation Vertical Fixed Balancing speed Variable End drive Belt drive (no external part is added to the rotor during the measure) Spinning device Compressed air (for turbochargers) Electromagnetic fields (X rays sources ) Manual Operation mode Automatic By removing material (drilling. . riveting) pls.ITALY .114 Balancing machine classification according to the working mode.p. milling) mostly used for high speed rotors Balancing method By adding material (welding.MANDELLO DEL LARIO (LC) .A. 9 .

for a give value of F. VI .tel. its amplitude.ITALY . . because any damping may cause errors in the measuring of the angular position of the unbalance.A. the value for the damping factor c is zero. on balancing machines. where : M = Rotor mass [kg] k = Support rigidity [N/m] F = Rotary force caused by the unbalance [N] x = Displacement [m] c = Damping factor [N/m/s] & The governing equation is : F = M&& + kx + cx x The active force F (component. and on K (support rigidity ) . depends on M (rotor mass). along the x direction. CEMB S.115 6. of the rotary force caused by the unbalance) is a periodic force (sine wave) tied to the rotation speed The horizontal motion of the support is a sine wave with a frequency (RPM) equal to rotor speed .2 Unbalance transducers and support mechanics The following flow chart points out the main elements Parameter to be measured UNBALANCE (By spinning the rotor) Effect caused by the unbalance CENTRIFUGAL FORCE Piezo pick up Movement caused by the rotary force SUPPORT MOVEMENT Seismic (displacement) pick up The balancing machine support behaviour is described mechanically by the following sketh.Cap.MANDELLO DEL LARIO (LC) . 9 .Via Risorgimento.p. 0341/706111 . Normally.

the working range is under the support critic speed. An electric charge is generated on the two surfaces of a piezoelectric element submitted to pressure and the piezo element is a rigid crystal ) .5 the support critical speed . The balancing machines are classified according to their operational speed with regard to the critical speed. The balancing speed V is below 0.A.. V (in revolutions per minutes.(support oscillations are small and linear with the unbalance ) Note : In the most modern hard bearing balancing machines.116 Machine support displacement (oscillation) is described by the next figure. equipped by piezoelectric transducers.The diagram represents the graphic solution for the previous equation of suppots motion . RPM ).7. A (in microns) is the amplitude of the oscillation. The balancing speed V is 2 .MANDELLO DEL LARIO (LC) . 0. 3 times bigger than. CEMB S. 0341/706111 . the critic speed.Via Risorgimento. because the piezoelectric sensor picks up directly the rotary force caused by the unbalance .tel.Cap. is the rotor speed From the drawing it is clear that for a certain value of the rotation speed (machine critical speed ) oscillation amplitudes become high. for a given unbalance value .the working range is above the support critic speed. . • • Soft bearing balancing machines (over critic ) . as a function of the rotation speed. 9 .p. the support displacement is zero.ITALY . Hard bearing machines (under critic) . VI .

.3 Horizontal axis balancing machine support The rotary force generated by the unbalance causes a periodic oscillation of the roller cradle supporting rotor journal.Cap. .A. VI . 0341/706111 .MANDELLO DEL LARIO (LC) . Note: The hard bearing balancing machines using a velocity transducer (semi rigid machines) have basically the same type of supporting frame where the oscillating thin plate is replaced by a more rigid plate and the displacement caused by the unbalance is very small(one or two microns).tel.p. CEMB S.Via Risorgimento. 9 .117 6.ITALY .

.4 Horizontal axis hard bearing balancing machine support equipped with piezoelectric transducers The rotary force generated by the unbalance causes a sine wave pressure on the piezoelectric crystal. which reacts with an electric charge having the same oscillation over the time .ITALY .118 CEMB S.Cap.Via Risorgimento. 0341/706111 . VI .MANDELLO DEL LARIO (LC) .A.p. 9 .

The radial sensor mainly measures the static unbalance.A.119 6.MANDELLO DEL LARIO (LC) .5 Vertical axis dynamic balancing machine equipped with piezoelectric pick ups. 9 . .Cap. VI .tel. The next figure shows a vertical axis balancing machine equipped with piezoelectric transducers.Via Risorgimento. while the axial sensor measures the couple unbalance CEMB S. 0341/706111 . The two transducers (CEMB patent )are placed at 90°.ITALY .p.

12) CEMB Risorgimento.Cap. when the speed is constant.Hard bearing machine An unbalance placed in one plane distant a from the left hand support. let us consider an horizontal axis balancing machine a .A. 2 can be easily calculated by applying the laws of statics . F (inertia force caused by the unbalance ) is unknown.ITALY .p. while the values of F1 e F2 (forces exerted on the two supports by F ) are directly measured By vectorial summing F1 e F2 the value of F (amplitude and angle ) is obtained The unbalance vector U is directly calculated by dividing F ratio the square of the angular speed(look 1.120 6. VI .6 Unbalance calculation mode To simplify. causes a centrifugal force F which acts on the machine supports. The forces acting on planes 1.They are : F1 = F ⋅ l −a l a F2 = F ⋅ l In the measuring process.MANDELLO DEL LARIO (LC) . . 9 . 0341/706111 .

VI . two additional spins are performed applying a known calibration mass. X2 does not immediately gives the value and the axial position of the unbalance (a calibration cycle is necessary for different rotor types).121 b . For one rotor type. 2) The calibration is obtained by placing on machine support a motor having a known unbalance value . The oscillations X1. on the two balancing planes . and the related support oscillation . 0341/706111 .Via Risorgimento. 2 ) Normally on a rotor.4). the position of its centre of mass is unknown. Three spins are required . a known unbalance [gr mm] is generated in sequence on the two supports.Cap. 9 .p. is then calculated with the same method used for the hard bearing machines CEMB S. in the two balancing planes.ITALY . in sequence. The unbalance .A. .tel. the calibration can be obtained in two ways 1) By the influence coefficient method (look 4. X2 of the two supports are related to the axial position of the unbalance (distance a) and to the axial position of the rotor centre of mass (rotor equivalent mass on support 1.) With the rotor mounted and kept in a standstill position. of course the calibrating device is to be smaller compared to the rotor mass. The microprocessor unit directly measures the relationship existing between an unbalance. placed in the support plane.The influence coefficient values can be memorized and recalled when a similar rotor is to be balanced (in this case the dynamic unbalance is measured at the first spin .MANDELLO DEL LARIO (LC) . After the first reference spin with the rotor alone. so the measure of the oscillations X1.Soft bearing machine Under constant speed conditions the unbalance generates a rotary force which causes aperiodic oscillation on the two supports 1 e 2.

. at the fist spin the planes separation and the unbalance values are unknown .Cap. By simply setting up geometric rotor data. 0341/706111 .ITALY .122 6. the machine measures the unbalance on both planes (values and positions ) and this independently of the rotor centre of mass position. 4) Flexible rotors balancing No problem if system rigidity (machine supports and foundation ) is greater than the rotor critic speed . 9 . The air movement can cause noising oscillations in the Soft bearing technology Three calibration spins are required when the rotor is mounted the first time. . 2) Over hang balancing No problem with the use of a simple reverse thrust roller cradle the complete rotor can be mounted as it is in the service conditions. The axial thrust may create fluctuation ( motion)in the thin supporting plates. An additional mass or a heavier adapter are used in order to move the rotor centre of mass within the supports . CEMB S.7 Main differences between hard and soft balancing technology A comparative analysis is given between soft and hard bearing balancing machines with special emphasis to the practical applications Features 1) Permanent calibration Hard bearing technology Standard.MANDELLO DEL LARIO (LC) .ISO standards for flexible rotor balancing recommend the use of hard bearing supports The soft bearings can influence rotor vibration modes . VI .A.p. it is also possible to balance at low speed (70 RPM). The reading can be influenced by any barrier to the created air flow . 3) Ventilation effects No problem. The advantage of soft bearings is that they isolate the rotors from any noise (critical speed ) originated by machine supports and base .The machine better simulates service conditions .The plane separation is poor . (fan pump turbine impellers ). in only one spin.Via Risorgimento.

unless a preliminary gravitational unbalance (look 1. 6) High level original unbalances No cutting forces (drilling thrusts etc. they are unlocked when the steady running condition is reached .Via Risorgimento. 9 . 0341/706111 . 7) Static balancing on a dynamic (two pick ups) machine The true static unbalance is calculated and displayed One support has to be locked. swarf etc. 9) Working environments Suitable to operate in working in working spaces characterized by : dust. The balancing is impossible.123 Features 5) High vibration values during transients (start and stopping ) through the supports critical speed .A. VI . The problem is overcome by keeping the supports locked during transients . CEMB S. . any friction in the pick up movement can cause a bad reading . . .p.8) 8) Foundations Rigid foundations and a good Special foundations are not required concrete floor is required. . chips.) The protection against dust or chip is a must .MANDELLO DEL LARIO (LC) . The balancing speed is relatively slow speed is used high .A reaction to every external force is necessary otherwise the pick ups are damaged .Relatively . Hard bearing technology No problem Soft bearing technology It can cause support breaking .19) or a pre balancing (locked supports ) are made . the display is not the true static unbalance (look 6.ITALY .Cap. just reduce the balancing speed High vibration which can cause support damages can be originated .

The machine support S1.p. this way the couple unbalance has a lower influence on the oscillation of the free support ) To confirm our theory is simple . 9 . Normally people.8 Error occurring when using a soft bearing machine for static unbalance measuring .Cap. The ratio l/d is small (In order to reduce the error it is necessary to increase the ratio l/d .tel.ITALY . is not a pure static balancing.A. while the other support S2 is free to oscillate The oscillation of the support S2 is caused by : • Original static unbalance Us • Original couple unbalance Uc As consequence the balancing process which takes place following the oscillation of the support S2. even if obtained by correcting in one plane only. 0341/706111 . After the balancing in one plane only. This same test can also be performed on a rigid machine and it is recommended by ISO standards 2953. end drive side is locked. is corrected. it is sufficient to verify that the free support does not oscillate even if a couple unbalance is mounted (the display has to measure no variation on the static reading).MANDELLO DEL LARIO (LC) .124 6. which contributes to the support oscillation.Via Risorgimento. also the couple unbalance.the balancing goes on until the support vibration is reduced to zero. The error made is greater if: • • The original couple unbalance is high. as described. . when the rotor is to be balanced only in one plane (static). This way the rotor is not statically balanced. VI . lock the support near to the end drive and reduce the unbalance following the readings coming from the free support . CEMB S. as shown by the following sketch. using a soft bearing balancing machine.

b. R1 = 50 instead of 45.MANDELLO DEL LARIO (LC) . 0341/706111 .p. only an incorrect setting of (to avoid journals marking f. it is necessary to set up : a = distance left support-left left balancing plane (mm) b = distance between left and right balancing plane R1 = left plane balancing radius R2 = right plane balancing radius Set up errors causes unbalance measure errors. VI . the same axis of rotation that the rotor has in the service conditions . it is necessary to comply the following items . (Be aware that by multiplying a. . With reference to the next figure. It is a good rule to avoid the use of couplings placed on the rotor journals . it is necessary to verify with a dial that the supporting section is concentric enough with the bearing section (admitted diameter run out 0.01. in correspondence of its bearing position. eccentricity inside coupling diameter /external journal diameter . ) the rotor is not laid on the machine rollers. a .) b .i. for instance.ITALY . The values R1 e R2 non do not change the measured unbalance in gr·mm.125 6. 0. 9 .Via Risorgimento.If.Rotor data set up These data are used to process sensors signals transforming it into unbalance data .9 Hard bearing balancing machine proper use For properly using an hard bearing balancing machine. by any reason.Rotor mounting The rotor journals are to be placed directly on the balancing machine rollers in order to grant. b.02 mm).Cap. by setting up. c times a common constant factor the displayed unbalance value does not change ) CEMB S. the measured unbalance (in grams ) will be lower of 10%.(two possible errors can be introduced :eccentricity external /internal coupling diameters. c parameters has a negative influence in the unbalance measure .A. on the balancing unit.

126 Horizontal axis balancing machine set up parameters Vertical axis balancing machine set up parameter: a = upper machine plane – lower balancing plane distance b = balancing planes distance CEMB S.p. 0341/706111 . VI . .Via Risorgimento. 9 .tel.MANDELLO DEL LARIO (LC) .ITALY .Cap.A.

α 2 where: U1 . In the example. CEMB S. d . the two unbalances have opposite angular positions . 0341/706111 .Cap. U 2 = valori di squilibrio in the two balancing planes 1 e 2 α1 .Correction and check spin After the correction. nearer is the spot to the centre lower is the unbalance . VI .127 c . The polar display is useful to immediately verify the type of unbalance (static if the two spots have the same angular position. 9 .tel.A. in one spin. α2 = posizioni angolari corrispondenti Following machine readings. the dynamic unbalance on the two balancing planes : U1 .p. the dynamic unbalance is corrected and the rotary forces on the machine supports are reduced to zero . by adding or by removing masses.MANDELLO DEL LARIO (LC) . a check spin is performed in order to verify if the required tolerance has been achieved. Example of unbalance display in polar form (spot) with value and angle display .Unbalance measuring The balancing machine measures directly. α1 and U 2 . couple if the two spots are opposite). .ITALY .Via Risorgimento.

2 The hard bearings machines Manufacturers normally. if safety allows. it means that a rotor.Via Risorgimento. bigger is its value more rigid are machine supports. Within the working range the machine is permanently calibrated (maximum error about 10 percent) • • • Above the reported maximum balancing speed the machine is no more calibrated.p. A rotor whose mass is 1400 kg can be balanced on the same machine with the maximum speed of 1000 / 2 . variable speed. For balancing values between 0. CEMB S. instead of the curve. 2 The value Pn is a way to measure machine supports rigidity . which is normally reported in the instruction manual. that is 710 RPM .A.128 6. hard bearing balancing machine is defined by a curve. on a balancing machine.MANDELLO DEL LARIO (LC) . CEMB balancing machines can be used above the speed limit values .9 Vmax.ITALY .Cap. whose mass is 700 kg. As a function of rotor weight (vertical axis ) the line shows (on the horizontal axis ) the minimum and maximum usable balancing speed. can be balanced using a maximum balancing speed of 1000 revolution per minutes.. 9 . for lower values the machine sensitivity decreases With the use of the self learning mode. 2 The product Pn is 700 kg x 10002 = 700·106. 0341/706111 . 2 If. declare a value for Pn . . the declared value for Pn is 700·106 kg· the machine has its optimum performances (sensitivity). The measuring unit for Pn is kg·RPM2 where RPM is the maximum balancing speed measured in revolution per minutes.10 Working range of a variable speed hard bearing balancing machine The working range of a general purpose.6 ÷ 0. that is the product of the rotor mass (in kg ) times the square of the maximum usable balancing speed for that rotor 2 mass. VI .

p. CEMB S. 0341/706111 . 9 . which is not possible using the permanent calibration method unless special mounting adapters are used. .tel. c (look 6.Cap. of course the rotor is to be mounted in the same calibration conditions (mounting conditions and speed ). This method gives to possibility to obtain low values for residual unbalance with a precise machine response. it is only necessary to set up the rotor geometric parameters a. In all these cases a specific calibration for the particular rotor under balancing is possible.5). speed is outside the machine working range It happens that the permanent calibration does not permit an ease and satisfactory balancing (the calibration and the planes separation is not good enough ) .9). The permanent machine calibration is obtained by the manufacturer which uses a standard rigid rotor ( ISO test rotor ).A. VI . with known masses applied to well defined balancing planes . The calibration factors (influence coefficients )can be memorized and recalled for balancing similar rotors . b.ITALY .11 Specific calibration balancing on a hard bearing machine (Self learning of influence coefficients) The hard bearing balancing machines are permanently calibrated because they measure the unbalance in the two balancing planes (dynamic unbalance ). The calibration method is similar to the balancing method under service conditions (look 4. In many applications when: • • • • The balancing planes are very near ( narrow planes) The balancing planes are overhang (outside supports) It is necessary to balance an assembly (motor and fan together) The required balancing. in one spin .129 6.MANDELLO DEL LARIO (LC) .Via Risorgimento.

p. supports to the base. so that the axis of rotation does not change.rotor bending or misalignments The alignment of the two machine supports is to be as best as possible: alignment errors cause axial thrusts which may cause nor real couple unbalances. the rotor journal diameter is to be different from the roller diameter or from its half value. .tel.To avoid rotor journal marking.(a change. the rotor is kept under rotation al low speed.ITALY .Cap. due to .A.MANDELLO DEL LARIO (LC) .As a principle. In order to obtain a good measuring repeatability it is better if the rotor has a light axial thrust only in one side . 0341/706111 .130 6.12 Horizontal axis balancing machine components The next figure shows the main parts of an horizontal axis balancing machine . then the two supports are rigidly fixed to the base.Via Risorgimento. roller cradles to the support) . 9 . in the axis of rotation. In order to align automatically the supports. even small. . causes a change on the unbalance ) CEMB S.To avoid a too precise supports alignment. During the measuring cycle the rotor must not move axially (even small axial displacements cause the change of the axis of rotation and of unbalance readings. When using roller cradles. VI . The rollers are lightly crowned for two reasons : .otherwise the readings are not stable. we refer to hard bearing type balancing machines .this way we are sure that from one spin to another the rotor axial position is always the same. • • • It is necessary that all parts are rigidly fixed (base to the ground.(the supports being not completely connected to the base ) for a certain time and small shocks are applied to the supports until the axial thrust is reduced to a minimum. otherwise the unbalance readings are not stable (a different diameter roller cradle or a V cradle is to be used .

131 6.01mm.p. should be below . The two rolls are crown and its diameter eccentricity. Over hang roller cradle .tel. the rotors are laid on supporting frames (cradles 9 of different types Normal rollers cradle: it is used to balance rotors on its journal.(a vertical force is generated ) the contact rotor journal / upper rollers is to be constant and stable(constant load upwards).ITALY . 0341/706111 . 9 . when the rotor centre of mass is within the two supports.Cap. it is used.A. CEMB S. . on one support side. VI . it is used to balance special electric motors having inside journals . Rollers diameter is to be different from the journal diameter φr ≠ φ p φr ≠ φp 2 Reverse thrust roller cradle . to balance rotors whose centre of mass is out board the opposite support.Via Risorgimento.MANDELLO DEL LARIO (LC) .13 Different types of cradles used for rotors balancing During unbalance measuring..

0341/706111 .tel.p.Via Risorgimento. with the advantage of permitting rotor alignment during balancing .ITALY . .it is used to balance a rotor complete with its own bearings .132 V flat cradle . CEMB S.) having soft journal . VI .A. Sleeve bearing cradle: it is used to balance very heavy rotors (turbines. 9 . armatures etc. It is advisable to use a relatively high speed (1400 ÷ 2500 CPM) so that the ball s bearing can reach the same position they have under service conditions .Cap. Self aligning V cradle: it has the same use as the previous cradle.MANDELLO DEL LARIO (LC) . the risk of marking is eliminated because the rotor supporting surface is bigger and the local pressure is reduced.

A. the inside part of the cradle is axially movable in order to facilitate the mounting of the shaft . is required. because of the lubrication hole is reduced ) A system for static electricity discharging . they are used to balance cardanic shafts . Sometimes.They reproduce. 9 . VI . CEMB End flanged cradles . Antifriction material V cradles: they are used for: – Balancing small armatures – Balancing small crankshafts (the risk of journal marking. .MANDELLO DEL LARIO (LC) .Cap.ITALY .. the same mounting conditions the propeller shafts have in its service conditions.Via Risorgimento. The two end flanged cradles must be perfectly aligned. 0341/706111 .p. otherwise an axial thrust can be generated with a anoice on unbalance measuring . in the balancing machine.


Via Risorgimento.135 CHAPTER 7 BALANCING METHODS FOR MOST COMMON PRACTICAL CASES The balancing methods for some common rotor types are briefly reported on the next pages.p.A. . VII .Cap. 0341/706111 . CEMB S.ITALY .MANDELLO DEL LARIO (LC) . together with an explanation of the basic concepts. 9 .tel.

MANDELLO DEL LARIO (LC) .p. . They can be directly mounted an a balancing machine as a common rotor . because a rotating force ( like the one originated by the unbalance associated with a web ) cannot counterbalance a reciprocating force ( like the one originated by the pistons ) acting on one plane only .ITALY .tel. balanced by drilling or milling on the webs and can be classified into two categories .Cap. Proper masses (Bob weights ) . in the most of cases .The reciprocating forces of the first order .A.1 Crankshafts They are .before mounting the crankshaft on the balancing machine . a) Crankshafts classification I° category All the cranks having its mass (pistons included ) evenly distributed around the axis of rotation belong to the first category (the axis of inertia is equal to the axis of rotation ) . caused by the pistons acceleration are self balanced . VII . The reciprocating forces caused by the pistons motion are not balanced For this types of rotors the balancing on a machine is only an acceptable compromise . 0341/706111 . 9 .Via Risorgimento. are to be applied to the shaft cranks . A crankshaft belongs to category I° if the two following conditions are verified : 1) The mass is simmetrically distributed around the axis of rotation ( = axis of rotation ) 2) There is an axial simmetry of the masses around an axis perpendicular to the axis of rotation and passing through the centre point CEMB S.136 7. II° category The mass is not evenly distributed around the axis of rotation.

the vertical force is cancelled and a new horizontal force is generated .4 and 0.3. m = mr + 0. a rotary force caused by the concentrated web unbalance is used to compensate the piston reciprocating inertia force . for the shafts belonging to the II° category .4 and requested .tel.Via Risorgimento.65) Bob weights shall have an equal mass (maximum admitted mass difference below 1/10 the admitted residual unbalance ) . .the compromise of 50% (compensation factor equal to 0.The value 0. 0341/706111 .according to ISO Standards. the measured values should be the same in order to confirm that the shaft keeps rigid (in the case . the two counter rotating centrifugal forces generate a force acting only on the vertical plane opposite to the reciprocating force caused by the piston . for some application a different factor comprised between 0.5 = compensation factor for the reciprocating mass (this value is comprised .The only way to compensate a vertical force is to use two unbalanced counter rotating shafts . in the case of crankshafts belonging to the II° category.5 ) the vertical force is reduced by 50% while a same reduced force is generated on the horizontal direction .5 is a compromise . 5ma where: m = compensating mass value (bob weight or bush ) mr = part of the connecting rod having mainly a rotary movement (about 2/3 of rod mass) ma = piston + pin and segments + connecting rod small end (about 1/3 of rod mass ) 0.ITALY . while with a compensation at 100% (compensation factor equal to 1 ). The most used quality is G = 16. is generated by the piston . between 0.p.6 is used . the balancing speed is to be reduced ). while on the balancing machine it is supported only on two positions and is subject to bending because of its weight or because of the high rotating forces caused by its webs . acting on the vertical plane .(to be applied to each crank during the balancing process ) are calculated in order to compensate 100% the rotating mass (connecting rod big end ) and 50% the reciprocating mass (piston ) by using the following formula . Without any piston compensation (no webs on the cranks) a reciprocating force . c) Balance quality For agricultural tractors or trucks crankshafts the required quality is G = 40. Counter rotating masses CEMB S.A. 9 . Note: under service conditions the shaft is surely rigid because it is supported on all its journals .The balancing conditions shall reproduce the service conditions.137 b) Balancing speed The balancing speed should be not too high in order to avoid that the shaft itself could bend because of its weight or because of the local rotating forces caused by the concentrated unbalances (web masses ). which simulate the piston masses .MANDELLO DEL LARIO (LC) . the balancing is a compromise . Only for shafts belonging to the first category sometimes quality 6. depending on the motor boundary conditions on the two radial axis . shall be balanced and perfectly centered on the crank journal . d) Bob weights The compensation masses . The right balancing speed is simply verified by measuring the unbalance at different speeds ( ± 100 RPM ) . VII . It is to be pointed out that .Cap.

tel. 9 .138 e) Balancing the complete crankshaft The complete crankshaft balancing requires that all the moving masses (pistons and connecting rods ) are equal (± 1 gr). 0341/706111 . Calculating the connecting rod big end with the approximate formula we obtain: Rod big end = 1296 x 2/3 = 864 gr This value is quite equal to the measured value CEMB S. Example to calculate the compensation masses (bob weights ) for an in line two cylinder crankshaft (21 kg) Piston Pin Segments Sleeve small end Seeger Connecting rod small end RECIPROCATING MASS Compensation factor Compensated reciprocating mass ROTATING MASS Partial N° cylinders per cranks BOB WEIGHT MASS Connecting rod big end Sleeve big end Oil ROTATING MASS Note: [gr] [gr] [gr] [gr] [gr] [gr] [gr] [gr] [gr] [gr] [gr] [gr] [gr] [gr] [gr] 760 235 88 58 2 430 1573 0.A. VII .Via Risorgimento. . complete with bolts .MANDELLO DEL LARIO (LC) .p. if this is not possible it is advisable to mount the heavy piston with the light connecting rod or to mount the heavier pistons on opposite positions .5 786 931 1717 1 1717 866 60 5 931 + + + + + = x = + = x = + + = the total weight of the connected rod . nuts and washers is 1296 gr.Cap.ITALY .

MANDELLO DEL LARIO (LC) .139 Example drawings for bob weights(compensation masses ) Two pieces cylindrical compensation masses Diameters D and d must be concentric .tel. 9 .p. 0341/706111 . .A. Adjustable weight compensation masses with V shaped locking . CEMB S.Via Risorgimento.Cap.ITALY . VII .

9 . 0341/706111 . .ITALY Method for measuring the connecting rod reciprocating and rotating mass The rod reciprocating mass ma = mb − mr where : mb = total rod mass mr = massa rotante CEMB S.MANDELLO DEL LARIO (LC) .p.Cap.Via Risorgimento. VII .140 Quick locking /unlocking compensation mass (bob weight ) .

The use of a special cradle simulating on service conditions is necessary to mount the shaft on the balancing machine (look at next figure and at paragraph 6.141 7.13). it makes no sense to ask for a better accuracy which is not obtainable because of the mechanic clearances of the joints .p. Spot welding or projecting welding are the most used correction methods .ITALY . Required balancing quality Q is 16 according to ISO Standards (see Chapter 2). . they can be assimilated to rigid rotors . for the last system special steel plates having 2 or 3 protuding parts are used . The unbalance compensation is obtained by welding small steel plates near shaft ends . 0341/706111 .on the balancing machine .MANDELLO DEL LARIO (LC) . with a dial . The propeller shaft connection to the machine D cradle requires the use of an intermediate mounting flange . If particularly long and thin . and on a centre position if the shaft is bending . A way to verify the right balancing speed is to measure the unbalance at different speeds ( ± 200 / 300 RPM) .6) the errors introduced by the mounting flanges can be completely eliminated .Via Risorgimento. CEMB S. the service shaft radial position (values of 1000 ÷ 1500 CPM are recommended for truck shafts and values of 2000 ÷ 3000 CPM for car shafts ).tel.2 Propeller shafts The balancing of propeller shafts is greatly influenced by the clearances of the existing flexible joints . it is necessary to verify . as shown on the following sketch .A.With a modern machine . The small steel plates are welded on the connecting tube . The achievable balancing results greatly depend on the centring accuracy obtainable by the two intermediate flanges Before locking the intermediate mounting flanges .the measured unbalance should not vary . which reduce the obtainable precision and sometimes make it impossible . that the two flanges are perfectly centred and its surface are perpendicular to the axis of rotation (maximum admitted run out equal to 10 microns ) . VII .Cap. The balancing speed is to be high enough in order to reduce the noise caused by the flexible joints and to simulate . near shaft ends . 9 . equipped with the eccentricity compensation software (see 3.

p. 9 .Cap. .tel.ITALY .MANDELLO DEL LARIO (LC) .Via Risorgimento. VII . 0341/706111 .A.142 Examples of mounting a propeller shaft on a balancing machine One piece shaft by using two D cradles Two pieces shafts by using two roller cradles and one D cradle Two pieces shafts by using two D cradles and one roller cradle CEMB S.

by using rigid coupling flanges to connect it to the machine D cradles .MANDELLO DEL LARIO (LC) .tel. b). 0341/706111 . Intermediate coupling flexible type flange (steel for springs width about.ITALY .1 Using standard roller cradles Two flanges complete with journals are bolted to each shaft ends (they can also be connected by a centre body ). .Cap. 2-4 mm) CEMB S.see 3. an axial thrust can be generated between machine supports . The two flange type adapters are to be balanced and perfectly centred by the use of calibrated bolts . b) Shaft mounting on the balancing machine Since resting journals are not available . refer to the following sketch ) is not easy and several points are to be considered . 9 . a) Axis of rotation The same on service axis of rotation is to be generated on the balancing machine .143 7.Via Risorgimento. (It is advisable to use the software for compensating mounting tool errors .2 Using special flanged D cradles The two connecting shaft end faces may be not perfectly parallel and not perpendicular to the axis of rotation : so .3 Propeller shaft body balancing (No flexible joints) The balancing of connecting shafts (pls.) b). It is advisable to use flexible type coupling flanges between the connecting shaft and machine D type cradle . (as an example look at the following sketch ). auxiliary adapters are to be used in order to mount the shafts on the balancing machine.p. VII .A.6. A machined centring surface is not available for proper mounting on the balancing machine and the axis of rotation is only determined by the holes on the two external coupling flanges .This axial thrust can cause the measuring of a not real couple unbalance .

In order to avoid fan deformation caused by the welding process .(no errors are introduced by the mounting adapter ) • • CEMB S.MANDELLO DEL LARIO (LC) .( this way the mounting coupling errors are completely corrected ).tel. the impeller can be spun in the opposide sense of rotation or can be covered by a wide tape on its radial surface . for mass production a vertical axis machine is better because of the easier and quicker mounting and desmounting .Via Risorgimento.A. VII .p. 0341/706111 . The balancing speed is normally low in order to avoid any air effect or axial thrust on the machine supports . Required balancing tolerance corresponds to G 6. Small fan impellers are balanced by adding small clips . .Cap. In order to eliminate the ventilation effect . 9 . When balancing small impellers mounted on car conditioning systems ( radial or axial ).it is advisable to balance the complete assembly motor plus fun . the compensation masses are fixed by rivets (the fan is drilled in the correction position ).ITALY . A standard horizontal balancing machine can be used .4 Fan impellers • • • • • • • They are normally balanced by adding masses (by welding small steel plates ).144 7.3. If possible it is better to balance the impeller complete with its own shaft .

milling or ginding on the lateral surface .ITALY .145 7.Via Risorgimento. and if possi ble . .MANDELLO DEL LARIO (LC) .(unbalance compensation by grinding is requested in oerder to avoid fluid turbolence . The high speed centrifugal impellers (speed equl or greater than 3000 RPM ) are dynamically balanced on two planes according to quality G 2.Cap.(for more details look at the chapter concerning the flexible rotor balancing ) Sometimes the balancing process is completed by high speed balancing on 3 planes (at a centre plane and at the two ends .5 Pump impellers Pump impellers are normally balanced by removing mass . CEMB S. by drilling.If the impeller width is small compared to its diameter balancing on one plane is enough . VII .3 / 2.p. For multistage pump impellers the balancing procedure of flexible or of quasi rigid rotors is required .) The single stage pumps ( working overhung ) are better balanced complete with the shaft . 9 . 0341/706111 .). or according to API Standards by grinding on the two lateral surfaces .A. Required balancing accuracy corresponds to ISO G 6. with the coupling joint.

22 l (with l = roll length). Only the rigid rolls (presses) are balanced on the two end planes .146 7. with the speed increase bend . c) Paper rolls classification The following table classifies paper rolls according to the required balancing specifications Number of balancing planes RIGID ROLLS (PRESSES) FLEXIBLE ROLLS Length Max.ITALY . .tel. The use of a bending (run out ) device makes it possible to balance a paper roll at high speed with a machine 2 not eccessively rigid (low Pn value) and has the advantage of directly measuring the paper roll dynamic run out which is a parameter today required. 3 planes. even if working away from the natural frequency .Cap.A. the two end planes and a centre third plane . VII . Almost all paper rolls .service Speed less than 1000 m/min Greater than 1000 m/min whichever Dynamic run out measurement 2 NO less than 5 meters Greater than 5 meters 2 3 3 YES YES YES CEMB S. the consequence is that the balancing conditions shall be verified on all the working range . then the speed is increased up to the maximum service speed and the bending value is recorded .Via Risorgimento. as a consequense the balancing planes are : 2 planes placed at 0.MANDELLO DEL LARIO (LC) . this results as an uniformely distributed unbalance . b) Balancing speed The working speed of a paper roll is variable and it is elastic . 0341/706111 . 9 .6 Paper rolls The balancing of paper rolls have two goals: To reduce the rotating forces ( caused by the unbalance ) on the supporting bearings To keep the roll straight (on the contrary there is the possibility to brake the paper ) a) Number of balancing planes Normally paper roll unbalance is caused by a different wall thickness between two opposite lines of the tube . are elastic and because of the relatively high original unbalance .p. The paper roll is 2 balanced at a speed compatible with the machine Pn value (relatively low speed ) . up to the maximum service speed .(if the dynamic run out or bending does not increase with the speed it means that the balancing conditions do not change ).

CEMB S. 0341/706111 . 2 = Admitted unbalance [gr] referred to the roll inside radius De = Roll external diameter [mm] Di = Roll inside diameter [mm] P = Roll weight [kg] V = Maximum service roll speed [m/min] The accepted bending value (Dynamic Run out) is also calculated by using the same ISO formula which defines the residual acceptable rotor eccentricity as a function of the required . in the most of cases .3. .5) as a function of the main roll data and of its maximum service speed which is .147 d) Unbalance tolerance The required balancing tolerance for new paper rolls corresponds to ISO 2.p. The accepted value for the static bending (mechanic run out or roll straightness ) is about 100 µm. VII .5 . The next formula calculates quickly the acceptable residual unbalance (quality 2. For quality grade G = 2. For reconditioned rolls quality G = .the value= 40 µm is given to E. specified in meters per minute . wheree: U1.A.Via Risorgimento.MANDELLO DEL LARIO (LC) .Cap.5. service speed . The roll is considered as balanceable if the total measured unbalance is lower than 1/100its total weight . 9 . the acceptable bending value at the roll centre position is calculated by the next formula : E = 150 ⋅ De V where: E = Acceptable dynamic run out ( in microns ) in the centre position (peak to peak value) De = Outside diameter [mm] V = Max service speed [m/min] If the calculated value for E is lower than 40 µm .

3.. 6) A known test mass is fixed . 9 . 4) Increase the speed . 2) Pre balance at low speed (200 – 300) the roll by fixing masses on the outside diameter with a standing rope. 7) Spin the roll at the same previous speed . The test mass value can be equal to 40% or 60% the masses used to pre balance at low speed (point 2 ). The eccentricity value can be calculated with the next formula E= 3) U where: U = measured unbalance [gr·mm]. 8) Remove the provisional test mass and add the calculated mass on the outside diameter by using standing ropes .ITALY . on roll ends .. as much as possible with regard to a safety operation . – The dynamic run out is within the accepted tolerance on all the service speed range . M = roll mass [kg]. by using standing ropes on the outside diameter . 2 4) When the speed is over the machine admitted Pn value .both the dynamic run out (on all the roll working range ) are within the specified tolerances . 6) Remove the outside provisional correcting masses and apply it on the inside by increasing the value inthe ratio outside/inside diameters .1 Two planes balancing 1) Define the two balancing planes at 0. VII . 0341/706111 . 9) Measure the unbalance and correct it on the two end planes at low speed (the firstly applied masses are normally reduced ) 10) Repeat steps 3-9 untill the following conditions are obtained : – Residual unbalance on the end planes at low speed or at the maximum balancing speed permitted by 2 the machine Pn (see 6. e).until the monitored dynamic run out increases to an unacceptable value .22 l.Cap. When the roll wall thickness is not within the specified values (big difference on two opposite angle positions ). and measure the geometric run out . 3) Spin .The mass to be added . 3) Increase the speed and . Record this value and remove it (subtract ) electronically in order to measure only the dynamic run out . in order to compensate the original bending (dynamic run out measured at point 3 ) is calculated with the vectorial method described under paragraph 4.measure and record the new dynamic run out . E = radial eccentricity M 4) [µm].tel. 2 5) Continue the balancing process up to the service speed untill both the unbalance (below machine Pn value ). 2) When a big original static unbalance is present it is convenient to reduce it by machining the roll journals out of centre . at the roll centre position .. the bending measuring pick up is to be used . keep the rotor running for some time in order to eliminate any static bending . . it is convenient to remachine the inside diameter in order to obtauin a more unifor thickness . 2) Pre-balance provisionally .10) is below the accepted tolerance .at low speed (200 – 300 RPM). two at the end sides as near as possible to the journals and the third one at the roll centre position .2 Three planes balancing 1) Select the three balancing planes .A. Before measuring the unbalance . Normally the machine software calculates the correcting mass (value and position )to be applied in the centre position . e).148 e) Flexible rolls balancing procedure Important notes 1) Particular attention is to be paid when fixing masses on the outside diameter and increasing the speed . at each step correct the unbalance always in the same planes .MANDELLO DEL LARIO (LC) . at the same low speed . at the centre roll position at an angle opposide the measured run out angle . always acting on the same planes and using ropes to fix the provition al compensation masses .p. CEMB S.. 5) Measure and record the dynamic run out .Via Risorgimento.

7) Fix the rod to the roll wall with at least two threaded bolts.These vibrations have a frequency double the rotating speed ..149 f) Fixing the inside correcting masses Reference is made to the next figure. CEMB S. Paper rolls damping factors are very low .mark the position of the fixing bolts .(to facilitate the operation the roll is supported at its ends and the threaded holes are moved in the lower position ).max.shape and tape grind it .the distance between each bolt is about 200 and 300 mm. when running in semicritic conditions . cannot be reduced by adding masses ( balancing ). a small source of vibration (at double frequency ) equal to the roll natural speed ( resonance conditions ) can excite big vibrations .and disappear by changing the rotation speed ( increasing or decreasing it ) The explanation of the experience is simple : it is sufficient to consider that a misallignment (caused by machine supports. . 5) Drill and countersink the roll wall .taking care to prevent chips entering inside . 1) Calculate the length of the correcting steel rod according to the measured unbalance value and to the inside radius . support roller cradles ) or out of round rotor journals can generate a vibration having a frequency double the running speed .Via Risorgimento. on a balancing machine .p. rotor journals. Depth notch is to be made on the rod length .tel. If the running speed is exactly equal to half the roll natural speed. 8) Rotate the roll in order to move the threaded holes to the upper position . sometimes high vibrations are measured (high dynamic run out values at the centre ). According to our opinition there is not a direct relationship . 9) Apply LOCTITE on the bolts and screw untill its core is broken . g) Semicritic speed When the paper roll is rotating .some 4 mm.ITALY . 4) By using the real correcting rod placed on the external surface . upset . 3) If the calculated length is longer than 800 mm . VII .MANDELLO DEL LARIO (LC) . between paper roll behaviour on the balancing machine and on service conditions . 0341/706111 . 9 . 10) Reduce the protuding part .A.Cap.It is inserted through the holes of roll ends . 2) It is advisable to use square or rectangular shaped rod 40x50 mm. Some rolls manufacturers specify a limit to the bending value in semicritic conditions (2° order dynamic run out ) between 700 and 1400 microns. because the boundary and damping conditions are different .at a speed equal to the middle of its natural speed . 6) Insert the correcting rod and position its threaded holes in correspondence of the roll wall threaded holes . Note: Do not weld the bolts to the roll wall.this explaines why low impulses can cause high vibrations .

.Cap.7 Vehicle turbo chargers The Manufacturer balances . 9 . When the measured unbalance values are too high .p.A.150 is advisable to verify the mechanicsin order to avoid to remove too much material and .MANDELLO DEL LARIO (LC) .of the turboshaft . The balancing speed depends on the rotor weight and on the type of the used machine type and generally is comprised between 2000 and 40000.5 gr.The compressor mounting/desmounting operation may damage the requested tolerance . 0341/706111 . the turbine shaft and the compressor .as separate.Via Risorgimento.after balancing . as shown on the following sketch. CEMB S. The next table lists the required tolerance for different turbine models. As reference value then . it is suggested to make a reference mark so as to minimize the remounting errors .consider that on a Garret turbine type TO1 (totol weight approx 100 grams and service speed of about 120000 CPM) it is requested to rech on plane 1 and 2 a tolerance of 0.ITALY . VII .mm )it may be necessary to balance the complete assembly . .mm In case of small turbochargers running at very high speed (requested tolerance lower than 0.due to the fact that there may be a non repeatable mechanic centering.In case of desmounting .specially for high speed compressors ).25 as a consequence .to compromise the mechanic safety . People repairing the turboshaft normally balance the complete shaft only by removing material on planes 1 and 2 because the single parts have alkready been balance separately . The balancing tolerance is established by the Manufacturer and varies from type to type depending on the weight and service speed (the computation formulae used for rigid rotors are not applicable .

0 3.0 0.51 0.42 1. K16 K24 K26 K27 K28 K33 K34 K36 K37 K42 K44 K52 K54 T31 T04.18 1.0 1.27 2.8 7.1 4.61 0. 4LB.1 1.1 1.3 9.5 13.Via Risorgimento. 5MDE.1 1.4 1. 4HE.40 1.63 2.38 0.9 4.64 / 0.5 2.5 4.48 0.64 0.51 0. 4LG.8 12.54 0.92 1.3 1.1 4. 4MF.9 7. 3LKY 3HD. 4LF. 5MDZ. T04S.p.0 6.25 0.25 0.5 2. 3DB 4LE.0 3.35 0. TV71 TV77 TV80.2 3.41 0.1 1. 0341/706111 . 9 . 3LDZ 3LKZ. TA54.40 1. TV91 TA45.Cap.1 8. TA35 T05B. K361 4HD. TE06 T06. 4BD 5MD.40 0.A.1 9. TM51. 3LEZ 3LKS 3LKU.25 0.9 1. 4LGZ. TV81.ITALY . TV61 TV70.3 3. 3LEP.1 4. 3HF.5 10. T04B.MANDELLO DEL LARIO (LC) . 5MDY K14.89 0.6 1. VII .55 0. T07 TH08A T11 T14 T18 T18A T30 T60.1 4.5 0.76 GARRETT KKK HOLSET CEMB Required unbalance tolerance for the most common car turbo shafts TURBOSHAFT MODEL 3LD. 3LEU.40 0.6 3.61 0.2 0.3 3.38 0.5 1. TM54 COMPRESSOR TURBINE Unit( gr·mm) 2.7 2.6 8.64 0. 4B.37 1.3 3.51 0. TV60.84 1. .86 1.

2) Fill up the coupling with different oil levels . without destroying the local balancing conditions previously obtained . VII . another point to consider is that the two parts composing the coupling may work with different relative angle positions . 0341/706111 . 3) Remove the auxiliary flanges and balance the coupling ..152 7.ITALY .A. .tel. CEMB S. 9 .in this last case the following procedure can give good balancing results .Via dry conditions. This way every single coupling ring is balanced when filled up with the oil . if it is not uniform when the coupling is filled up by the oil an unbalance is generated . the same unbalance is measured with and without the oil . If the geometric shape is good a dry balancing (no oil in ) is enough .p.MANDELLO DEL LARIO (LC) .Cap.8 Hydraulic couplings The balancing problem in hydraulic couplings is tied to its geometric shape . Balancing procedure 1) Balance the coupling in dry conditions by using one or two auxiliary flanges (the measured unbalance is compensated on the two flanges ). On the contrary the balancing is complicated if the coupling shall work with different oil levels ( the oil level controls the transmitted torque ) .At each level perform the balancing acting on decreasing diameters of the coupling .

Balancing necessity Tool and toolholder balancing is today important in a modern manufacturing centre for different reasons: • • tool life is increased because of the better cutting conditions without vibrations. The centrifugal rotary force can cause vibrations which can be more or less high depending on the machine rigidity and on its natural frequencies . The high speed causes some problems : • • cutting tool cooling.Via Risorgimento. 0341/706111 . spindle life is increased because of the lower charge on the supporting bearings . at 20'000 revolutions per minute . from this point of view the best way is to balance the complete assembly tool and its tool holder at each presetting. chips removal • frame rigidity. The correct balancing of the tool and the tool holder plays an important role .tel.9 Tools and toolholder balancing Foreword Today spindles in modern CNC lathes can reach very high revolution speeds (20÷25000 RPM). VII . As a general rule . The use of tools and tool holders separately balanced normally grants good service conditions even if some errors can be caused by the their coupling . in the most of cases the unbalance compensation is made on one plane near the centre of mass position . a rotor having axial dimensions bigger than its radial dimentions ( not disc shaped ) has to be dynamically balanced on two different planes .with L = useful tool holder lengthe [mm] and D = centring tape diameter [mm]) the correction plane is near the center of gravity (mass) the couple unbalance is not too high (< 10 times the residual static unbalance ) the maximum service speed is lower than 12000 CPM. The vibrations have big influences on the obtainable surface mechanic accuracy .A. CEMB S. but the residual couple unbalance has lower influence on the spindle bearings . generate a rotary force of 120 Newton (about 12 kg) . In the case of tools and tool holders . an 1 gram unbalance placed at 30 mm distance from the axis of rotation . Unbalance effect The unbalance U .MANDELLO DEL LARIO (LC) . . generates a centrifugal force which increases with the square of the speed according to the next formula : F = U ⋅ ω2 where: F = Rotary centrifugal force [N] U = Unbalance [kg·m] ω = Angle speed [rad/s] As an example . the static ( one plane ) balancing is valid under the condition that: • • • • total tool holder length is limited (L < 100 mm or L < 2·D . 9 . on the tool life and on the spindle bearing life . One/Two planes balancing As aprinciple . which is a value of a certain importance . • final product quality is bettered because of the reduced roughness and tighter dimensional tolerances . so . two plane balancing can be neither cheap neither practical because the second balancing plane is not available .p. Only the static unbalance is corrrected .Cap.153 7.ITALY .

Since it bis not thinkable to balance the toolholder at each different tool mounting ( the tool holder will be destroyed ) . • not counterbalanced tool fixing bolts. b – Variable causes which cannot be easily compensated A different unbalance can be generated at each mounting and can be caused by : • • • • Tool locking collet which can be positioned in a different angle on the mounting tape Locking ring nut wich can be placed on a different radial position depending on the way it is screwed on the centering thread . CEMB S.).MANDELLO DEL LARIO (LC) .(one more revolution can centre it in a different radial position ) Not balanced cutting tools for two reasons : not simmetric recesses for chip removal or not balanced cutting bits for its mass or position . the best way is to balance the assembly tool and toolholder . Tool not properly centred in the tool holder .Cap.. 9 . .tel. different recesses in the driving part . VII .Via Risorgimento. those type b (not repeatable at each mounting ) .it is understandable that today somepeople use a tool holder with the possibility to balance it by properly moving some masses included in the tool holder itself . 12345- Not simmetric recesses Centring collet Unbalanced tool Unbalanced /not centred ring nut Unmachined surfaces Considering all possible unbalance sources and . 0341/706111 .(rotating msses etcetera.ITALY .A. above all . All the above mentioned sources can be eliminated by a proper balancing .154 Sources of the unbalance Causes of the unbalance in a tool holder can be divided into two groups: a – Constant causes which can be fixed for ever Are generated by an asimmetric tool holder manufacturing : • • surfaces not properly grinded.p.

5 or G = 1. according to the next formula : U= 24000 ⋅M N dove: U = Total acceptable residual unbalance [gr·mm] N = Maximum tool holder service speed [RPM] M = Total mass ( tool and toolholder ) [kg] For G = 1 the accepted values are 2. 9 .5. VII . 0341/706111 .tel.5 times lower and the following formula is applicable: U= 9500 ⋅M N At 24000 RPM the admitted specific unbalance E [µ] for the quality G 2.ITALY .155 Balancing tolerance calculation a .5 gr·mm.5 gr·mm and that mechanic centring repeatability of the used adapter is within 1 micron.MANDELLO DEL LARIO (LC) . calculated by the previous formula .Via Risorgimento.5 . The total admitted residual unbalance for a tool / toolholder is calculated .p. we think it right not to require a tolerance better than quality G = 2.4 µ = 0.5 is 1 µ . while for quality 1 is 0. b – Recommended unbalance tolerance We start by considering that an optimum unbalance tolerance shall have the following benefits : 1) It is easy to be obtained with the balancing machines today available in the market with acceptable production costs .is lower than 0. today available in the market . 3) The related centrifugal forces on the spindle bearings are acceptable or lower compared to the cutting forces .Cap. for quality grade G = 2. where U [gr·mm] = Maximum admitted residual unbalance N [giri/min] = Maximum toolholder servise speed M [kg] = Total mass(toolholder and tool ) What above specified means that the minimum accepted total residual unbalance is not lower than 0.4 gr·mm/kg. Taking also into consideration the accuracy of the standard balancing machines . 2) It easy verified even after different mountings and desmountings .ISO 1940/1 Standards Depending on the fact we consider the tool and the toolhoder as parts of a lathe or a grinding machine . the required balancing tolerance according to ISO 1940 is equl to G = 2.A. (low time required). CEMB S. .5 gr·mm it is accepted the value U = 0. Considering also that the balancing of a toolholder requires the use of a mounting adapter whose mechanic centring accuracy (centring repeatability ) is not better than 1 or 2 microns. the acceptable residual unbalance for a toolholder can be calculated by the use of the following formula : U= 24000 ⋅M N (valid for N ≤ 12000 RPM) (valid for N > 12000 RPM) U = 2⋅M If the value for U .

The right balancing machine for toolholders An horizontal or vertical type balancing machine can be used . Good sensitivity (0. The acceptable residual unbalance on the two different planes U1. has some important advantages : -better sensitivity ( gr·mm against 0.2 gr·mm). under the condition that the total unbalance (static unbalance ) is lower than U. normally belt driven .3 gr·mm/kg against 0. this means : U= 12000 ⋅M N (valid for N ≤ 12000 RPM) (valid for N > 12000 RPM) U = 1⋅ M U ≥ 0. The right balancing speed depends on the type of used balancing machine . Balancing speed Tools and toolholders are rigid rotors (do not deform ) and at consequence the unbalance (mass distribution around the axis of rotation ) does not change with speed .156 It is better .ITALY . U2 is calculated by the following formula : U1 = U 2 = 2 ⋅ U U 1 =U 2 = 4 ⋅ U if the distance between the two planes ≥ 80 mm if the distance between the two planes < 80 mm In both cases the total residual unbalance (static ) shall be lower than U.p. even with the errors introduced by the mounting adapter .2 ÷ 0. CEMB S.possibility to be used to blance other different rotors types A good balancing machine for tools and toolholders must have the following features : • • • Measuring of the dynamic unbalance (static and couple ).better balancing accuracy (0. Notes: 1) The admitted tolerance on the two different planes (couple unbalance ) is bigger .Cap.A. necessary for toolholders having long axial dimensions (L > 2D). VII .MANDELLO DEL LARIO (LC) . in oder to verify the residal unbalance at each following mounting . Including the software to electronically compensate the errors caused by the mounting adapter (unbalance and mounting eccentricities ) (see 3.5 gr·mm When balancing on two planes. The balancing speed value or range is to be chosen in order to obtain the best balancing accuracy and repeatability . 9 . 0341/706111 .Via Risorgimento. Normally the used balancing speed varies from 1000 and 3000 RPM (higher speed for lighter toolholders ). 2) It is advisable to balance at about 50% the calculated tolerance so that at each following mounting .4 gr·mm) .with the available balancing machine . .6).1 ÷ 0. the measured unbalance is within the required tolerance .5 ÷ 1 gr·mm/kg) . The main differences are : • • • The vertical axis balancing machine is sometimes more practical (easier toolholder mounting and desmounting ) The vertical axis balancing machine can be suitable to balance on one ( static balancing ) or on two (dynamic balancing ) The horizontal axis balancing machine . that the measured unbalance values during the balancing process are lower that the ones calculated by the previous formula (lower by 50 %) .possibility to balance on 1 or 2 planes .1 ÷ 0.

Even if the eccentricity compensation (for the same adapter ) is valid for all the same type toolholders ( having same shape and mass ) .A. Example of a good tool holder CEMB S. .157 Mounting adapter The final balancing result of a toolholder is greatly influenced by the mounting adapter which is used .Cap.Via Risorgimento. it is advisable to repeat it at each different toolholder ( even of the same type). copying exactly the toolhlder locking in service conditions in the machine do not grant good repeatability for the unbalance measuring becuse some mobile components (flaps ) are not sufficiently guided ( eccessive clearance ). . It is necessary to reproduce ( in the balancing machine ) the same conditions (axis of rotation ) existing in service conditions . It is worth mentioning that mounting adapters .ITALY .By simply screwing a side screw the toolholder is axially locked and centered.MANDELLO DEL LARIO (LC) . 9 . The next sketch is an example of a good adapter used to balance HSK toolholders on an horizontal axis balancing machine . It is absolutaly necessary to use the software for compensating the unevoidable eccentricity errors caused by the adapter itself : .p. 0341/706111 . b) With ISO type attachments the axial thrust can be reduced because the centring is granted by the cone . Following recommendations are valid: a) With HSK type attachments it is necessary to exert a strong axial thrust so that the toolholder face completely touches the resting face (as it is on service conditions ).eccentricity in the mounting . VII . Simpler mounting adapter can be used with easy mounting /desmounting and good repeatability in the centring .adapter unbalance .

According to ISO 1940 Standards the required tolerance is G 40..p. 0341/706111 ..158 7.the acceptable residul unbalance varies only with the speed .Cap. where M = tyre mass in kg and k a factor varying from 2 to 4.10 Car wheels a) Wheels The european association of wheel manufacturers define the acceptable unbalance tolerance on one plane only ( static ).A. For new tyres the total acceptable unbalance in grams is Uta [gr] = k · M . c) Complete car wheels Are dynamically balanced on two planes by adding lead masses on the wheels sides .04 Acceptable residual unbalance fo car wheels b) Tyres An acceptable residual unbalance is specified according to the tyre weight . according to the following figure . The required tolerance is 5÷10 grams per plane (car wheels ) and 30÷50 grams per plane for truck wheels. 9 . CEMB S.ITALY . ES-3.Via Risorgimento. VII . If the maximum unbalance per plane is bigger than 60grams the wheel is rejected . .MANDELLO DEL LARIO (LC) .tel. Normally a beter quality ( G = 16 ) is used in order to reduce the final unbalance resulting from a not perfect centring of the wheel on its hub .

Pre-balancing at a low speed (800÷1000 RPM). Balance improving at different steps by gradually increasing the speed untill the maximum service speed Notes: 1) The balancing is easier if the centre body (tube ) is rigid at all speeds.11 Plough shafts Agriculture plough shafts can be considered as rotors with variable geometry because . 0341/706111 . a good balancing is achieved just adding small masses in the centre position .Via Risorgimento. Plough shafts proper balancing requires : • • • • • • Cutting blades having more or less the same mass (nominal weight ± 25 grams).ITALY . 6) Sometimes .p. CEMB S. on the all body length .159 7. 9 . at high speeds .Cap.. 5.. Cutting blades locking system which permits a free repeatable movement above a certain speed .A.. Simmetric distribution of the cutting blades on the shaft body ( tube ) with a proper design .. 3) If the shaft is flexible .. 4) The welding of masses can originate new unbalances because of induced tube deformations .tel.MANDELLO DEL LARIO (LC) . with the all blades completely open . Unbalance compensation . The high service speed (2000 – 2200 CPM) and the length ( sometimes more than 3 meters ) may cause the service speed to be near the first natural speed (it can be considered as a flexible rotor ). 5) It is better to use tubes having a constant uniform wall thickness . 2) The body rigidity increases with the external diameter.(v. as a function of the speed . VII .13). a third plane in the centre is to be used . The wall thickness has lower influence on the tube rigidity . the position of the cutting blades can change . if possible . .

Low speed dynamic balancing of the complete assembly . Vibration check at the maximum service speed and sometimes near the natural speed. under service conditions. The right balancing procedure is: • • • • Dynamic balancing of all the inside parts (bell etc.Via Risorgimento..A.4 (e). Hydraulic test . .p. Some manufactures specify a thicker wall thickness on a ring to be used for unbalance compensation by milling or grinding . b) On service condition balancing (normally on one plane only ).160 7. The balancing operations described at points a and b are justified by a permanent deformation or by a movement of the inside components during the hydraulic test .12 Centrifugal separators The high speed centrifugal separators (4000÷6000 RPM) require a good balancing (quality Q=2.ITALY .Cap. VII . 9 . The balancing is normally achieved by adding masses ( welded tin ) on the inside .). CEMB S. If the measuredvibration value at the maximum service speed is not acceptable . they are to be reduced by two possible ways : a) Low speed balancing again of all the components and of the assemble. 0341/706111 .5). The mounting on the balancing machine for the low speed balancing is made by using an adapter similar to the one shown at the item 3. is obtained by placing the vibration pck up directly on the upper oscillating bearing of the centrifugal separator .MANDELLO DEL LARIO (LC) . on service balancing .tel. The high speed .

As all rotor types the electric armatures can be balanced : b. CEMB S. VII . Relevant drilling depths compared to rotor dimensions . Small continous current motors are balanced with radial drillings on two lateral flanges designed for this purpose .161 is directly placed on the wires of small electric armatures . 9 .5. Steel plates are welded on the end faces of big alternate or continous current motors . Steel masses ( movable on circular T slots made on the rotor end faces ) are used to balance big alternators . which hardens in a few minutes .1 By adding masses .Via Risorgimento.A.13 Electric armatures a) b) Balancing tolerance Unbalance compensation methods Normal armatures are balanced according to quality G= 6. b. Two components compound .MANDELLO DEL LARIO (LC) . for example: Washers are fixed on the pegs of squirrel cage armatures.3 .2 Balancing by drilling Taking care of the balancing method which requires: • • Milling in fixed angle positions . Balancing by milling the automatic balancing machine can reach optimum performances (URR between 80 and 90%) only if the software for balancing by components and by not linear drilling is available .ITALY . Small bolts are screwed in the existing threaded holes ( 12 ) placed on the end face circumference of permanent magnets high speed motors . Cage rotors are axial drilled on the rotor body . special armatures according to quality G= 2. 0341/706111 .With deep drills the correction radius varies (radial drillings ) or the balancing plane changes (axial drilling ). Small armatures are milled on the polar expansions . .Cap.p. by removing material Unbalance correction by mass removing is normally used on automatic machines for small and medium size armatures .

The mounting on the balancing machine is made by resting the journals ( sometimes with the use of couplings if necessary ) on V type cradles ( look at the next figure ) and the rotation can be obtained by resting the belt on the external surface or by means of the frequency variator .p. VII . They can be considered as rigid rotors and are balanced at a speed between 2500 and 3500 RPM. 1. The unbalance is compensated by badding small threaded bolts ( fixed by loctite ) into pre-existing holes .Cap. Journal locking . The relatively high balancing speed . a balance in service conditions is required if the measured vibrations are greater than admitted ( in this case the measuring points and the balancing planes are specified ).5 and the two end face are used as balancing planes . CEMB S. .Via Risorgimento. Please note that the balancing operation is to be performed after a suitable running in time and that after a drilling operation the rotor shall run for a certain time for stretching . 0341/706111 .. even it is a rigid rotor . for some components . b) Motorolls Motorolls are fed by a frequency varitor ( inverter operating at 25 ÷ 200 Hz) and are composed by a centre fixed shaft around which the external cilinder part rotates . The required balancing quality is G 2.MANDELLO DEL LARIO (LC) . Rotor journal. The rotor is balanced only after a geometric control (admitted run out ) and only if the measured original unbalance is below an admitted value . balancing plane Normally the rotor is balanced by drilling or by adding masses (small screws into pre-existing holes ). 9 .Sometimes . The balancing procedure is clearly specified in the maintenance manual supplied by the manufacturer because even after the change of a wear part (bearings for instance ) the rotor is to be re-balanced .162 7. 3.A.ITALY .14 Textile machines components a) Foreword Normally textile rotors have high service speeds and the working range containes a natural frequency . is necessary for the bearing balls to run on the same trace as in the service conditions .

in an experimental way ..3 . Even with a low speed balancing . two . II. A finer balancing at low speed is obtained by using the self learning mode (see.a good low speed balancing is enough . 0341/706111 . For maintenance purposes . acceptable results are obtainable if the measured unbalance is corrected in adistributed way (for instance 30 ÷ 40 % of the measured static unbalance is corrected on plane III and the remaining unbalance on planes IIand IV). . if the accepted tolerance is specified in gr·mm (force exerted on the machine support ) . or three planes . 3. Balancing planes The balancing is achieved by radial drilling (in planes I. Once pre-balanced at low speed . the rotor has to be kept running in for the time specified by the manufacturer The drilling operation and the machine start up ( spinning ) causes an elastic deformation which must desappear before taking the unbalance measurement . IV. Notes: Some manufacturers specify the acceptable value for the balancing machine supports vibrations with reference to a well defined balancing machine model . what is the acceptable vibration for their machine by using a test chuck surely balanced and recording the vibration values over the speed range .11).ITALY . Chuck. IV also by axial drilling ). ( the rotor is kept running until the unbalance reading is constant ).Cap. the chuck is tested at different speeds up to the service speed including its natural speed and the vibration ( pick up signal ) is recorded . this way the tolerance is not tied to a balancing machine type and model .A. It is necessary to keep in mind that : • • Before the unbalance measurement . 9 .p. VII . A special mounting cradle ( simulating the service conditions ) is used to mount the chuck in the balancing machine .(see figure ). 6. In order to avoid damage to the chuck with unusefull holes . 4.5 and the balancing speed varies from 1200 and 2200 RPM.Via Risorgimento. as reported on paragraph 5. I. Driving motor . depending on the model in one . Machine bed.16 . it is advisable to balance it by adding plasticine on the external surface and to drill it only at the end when the required tolerance has been surely achieved . so users of other types of balancing mchines must calculate . if it keeps within specified values the chuck is balanced otherwise a high speed balancing ( near the critic speed ) in a specified plane is to be performed as described at paragraph 4. It should be better . Machine supports. CEMB S. 2.MANDELLO DEL LARIO (LC) . after bearings change . Mounting cradle .163 c) Chucks Chucks are flexible rotors and are balanced .. The required balancing tolerance is G 2. 1. par. III.

so the ( high ) balancing speed varies from a rotor to another of vthe same shape . Notes: 1) Sometimes the shaft low speed unbalance is not important and the manufacturer specifies only the balancing at high speed near the critical speed .MANDELLO DEL LARIO (LC) . The balancing is obtained by following the standard modal balancing described at paragraph 5.. modal balancing requires different steps with possible changes. par. the critic speed is different . Also for balancing these types of rotors it is better to use a machine with the self learning calibration mode or specific calibration .p. 0341/706111 .5 and there are 3 or 5 balancing planes depending on shaft rigidity and on its natural speeds .ITALY see. CEMB S. The required tolerance is G 2. becuase . 6.11). 9 . Also for these shafts the machine supports acceptable vibrations are normally specified ( same comments of the previous note are valid) .13.Via Risorgimento. as shown at paragraph 5. VII . Balancing planes on a reverse shft passing only through the first natural speed Balancing planes on a reverse shaft passing through the first and second natural speeds.( the balancing mass is calculated by the vectorial method ) 2) On a flexible rotor . .A.164 d) Reverse shafts They are flexible rotors running high speed over the first and sometimes over the second natural speeds (running speed up to 24'000 RPM). in this case the goal is to reduce the shaft bending value at certain shaft positions .13 . It is advisable to previouly balance the reverse shaft by adding provisional plasticine and then proceed by drilling .Cap. even of the same type .

MANDELLO DEL LARIO (LC) . 9 .A. .Cap. 0341/706111 .15 Relationship Unbalance-drill depth CEMB S.p.Via Risorgimento. VII .ITALY .165


as far as concerns the minimum achievable residual unbalance and the unbalance reduction ratio. CEMB S. 0341/706111 .(of course the master rotor complies with the above reported specifications ).tel. VIII . under the condition that it complies with the above listed features . For special purposes balancing machines (automatic machines ) the test rotor or master rotor can be a rotor similar to the ones processed (a pulley .1 Test rotor The quality control of a universal balancing machine.if agreed between the Manufacturer and the User . . 9 .to be used on a universal balancing machine .MANDELLO DEL LARIO (LC) . according to ISO 2953 standards The main features of ISO test rotors are : • • • • Its residual unbalance is very low Its shape is simple It is surely rigid The positions for the applied test masses (planes and radius ) are well defined For the same tests or only for calibration tests . a different type of test rotor .p.Cap.Via Risorgimento.f.a crankshaft .can be used .167 CHAPTER 8 BALANCING MACHINE CONTROL 8.i. The ISO test rotor .) having the same geometric dimensions but with better tolerances (perfect ninety degrees between the centring hole and the supporting surface ) and hardened working surfaces . is obtained by using a standard test rotor .ITALY .A.a brake disc . should have a mass lower than 1/3 the maximum machine weight capacity.

ITALY . .5 D X = 0.2 133.8 0.175 D F = 0.3 4 000 CEMB S.4 x 45° 4.35 10.6 20 000 2 3. 0341/706111 .168 a .2 6.3 0.4 x 45° 4.3 D Height H = 0.3 0.MANDELLO DEL LARIO (LC) .Cap.2 133.3 10 000 4 35 245 310 170 25 60 60 20 M6 114.p.06 D G I J K R O Highest test speed kg mm mm mm mm mm mm mm mm mm mm mm mm mm giri/min 1 1.2 133.2 6.3 6 000 5 110 510 460 255 38 90 90 30 M8 114.5 M4 50.4 x 45° 4.35 10.6 14 000 3 11 230 206 127 19 45 45 13 M5 114.35 10.masses and speed for test rotors type A (vertical machines ) RotorN° Rotor mass M Major diameter D Minor diameter d = 0.for vertical axis balancing machines Suggested dimensions .4 x 45° 4.Test rotors type A .Via Risorgimento.075 D Y = 0.A.5 160 144 80 12 30 30 9. VIII .1 110 99 55 8 20 20 6. 9 .5 M3 50.2 76.2 76.175 D Z = 0.4 x 45° 4.8 0.

p. for horizontal axis balancing machines Suggested dimensions .5 38 95 11 76 19 38 9.25 D F = 0.ITALY .5 41 72 M4 95 000 9 500 4 16 120 300 36 240 60 120 30 60 108 4 7 30 M5 65 000 6 500 5 50 176 440 58 352 88 176 44 88 160 1.5 D Shaft diameter d = 0.Cap.MANDELLO DEL LARIO (LC) . .5 D B=1D E = 0. 0341/706111 .A.masses . VIII . 9 .3 D Bearing distance 2D = A+B+C A.169 b .6 56 140 17 112 28 56 14 28 46 M3 14 000 3 5 82 205 25 164 41 82 20.8 42 62 M8 30 000 3 000 7 500 380 950 114 760 190 380 95 190 350 2.4 30 47 M6 45 000 4 500 6 160 260 650 78 520 130 260 65 130 240 speed for test rotors type B Rotor N° Rotor mass M Major diameter D Overall length L = 2.5 19 31 M2 20 000 2 1. C = 0.Test rotors type B.2 57 84 M10 20 000 2 000 giri/min 200 000 140 000 CEMB S.5 D P1 H K P2 N Critical speed = 7 600 000/D Highest test speed kg mm mm mm mm mm mm mm mm mm mm mm mm mm giri/min 1 0.Via Risorgimento.

9 .Via Risorgimento. . masses.5 -25 220 45 36 45 106 M5 230 352 90 90 14 500 1 900 4 4 60 -75 700 65 58 65 156 M6 345 520 140 120 8 000 1 300 5 5 190 -230 2100 95 78 95 230 M8 510 760 203 180 5 500 900 CEMB S.A.170 c . and speeds for test rotors type C Shaft N° Rotor N° Mass M Bearing load Y d1 d2 d4 N Major diameter D6 Bearing distance l A B Critical speed Highest test speed mm mm mm mm giri/min giri/min A B kg N N mm mm mm mm 1 1 2.MANDELLO DEL LARIO (LC) . 0341/706111 .Test rotor type C (over hang test on horizontal axis balancing machines) Suggested dimensions .2 -8 70 30 25 30 72 M4 160 240 60 60 17 000 2 800 3 3 19.ITALY .2 -3 24 20 17 21 50 M3 110 164 41 40 25 000 4 000 2 2 VIII .

b .MANDELLO DEL LARIO (LC) . .Cap.Calibration control The measured unbalance . The test or master rotor is to be used . . 9 . The error is calculated as : (measured value-nominal value ) / nominal value .even if the master rotor is balanced . Also on horizontal axis balancing machines . b.171 8. this control is possible only by the use of special connectors which replace sensor cable (if cables are disconnected the machine stops and gives a warning message :cables pick up disconnected ).an unbalance value can be measured . The calibration test is positively passed if all the measured values . if necessary . as consequence . VIII . c.for the test rotor .ITALY . R2). satisfy the following criteria : • • • The error on the measured unbalance is : ± 10% The error on the position unbalance is : ± 3° Maximum residual unbalance on the opposite plane (plane separation ) : 10% of the applied mass. The plasticine is used to reduce .2 Calibration control The test is performed in order to verify if the machine is properly calibrated and the measured unbalance values are the right ones .small original unbalances can be found on the master rotor caused by the driving joint or by rotor journals not perfectly grounded (by changing the supporting points .first on the plane one . the mounting tool eccentricity compensation shall be used . 0341/706111 . the axis of rotation can change ). When the rotor is mounted .then on the plane number two . the master rotor unbalance .the geometric data related to the balancing planes are set up ( means that no noise comes from the electronics .the measured unbalance is to be zero. CEMB S.Electric zero control With the pick up cables disconnected .p. The control is composed by : a .should be zero or very low . In the modern microprocessor machines.look at chapter 3) . Known masses (for instance 10 and 50 grams )are applied on the test rotor on the available different angular positions .(tool unbalance or eccentricity .Via Risorgimento. When using vertical axis balancing machines R1. because of the error which can be introduced by the mounting adapter .

The unbalance reduction ratio is a way to measure the machine calibration (the error on the measured value .p.the original unbalance is reduced by 95% It specifies the measurement error Of the balancing machine The next table shows the plane positions 1.bearing clearances . B. Vertical axis balancing machine type A Horizontal axis balancing machine Rotor within supports Over hang rotor (shaft +rotor type A) type B type C CEMB S. or minimum achievable residual specific unbalance [gr mm/kg]. II for the supporting positions of the different rotor types A.In the best conditions (test rotor ) the minimum residual unbalance . U rr = unbalance reduction ratio (measured in %). 9 .is verified .Cap.A.obtainable because of the machine mechanics and electronics .. For example a declared value of U rr = 95% means that . .3 Balancing machine test according to ISO 2953 ISO 2953 standards establish a way to verify the declared machine performances measured in two units : U mar = minimum achievable residual unbalance [gr mm] which is normally calculated as E · M. DEL LARIO (LC) . M = rotor test mass.ITALY . 0341/706111 . VIII .electric noises .Via Risorgimento.if the unbalance correction is made according to the measurement without any error . The second parameter is tied to the precision of the unbalance measure (in value and angle ) and practically gives an idea of the reduction on the original unbalance if the machine measurements are followed .driving joint noises .172 8.taking care that the unbalance is a vector) Both parameters are used to evaluate balancing machine performances and are influenced by : • • Machine mechanic features (eccentricity /surface finishing of the supporting rollers . etc. etc. 3 for the test masses and the positions I. C. where E = minimum achievable residual eccentricity [microns].) Measuring unit features (filtering capacity . ) The first parameter is tied to the machine sensitivity and verifies the machine capability to balance a rotor within the declared residual unbalance .

12). Instead of drawing the above curve . II.Cap. POSITION FOR THE TEST MASS Measured unbalance value Left plane (lower plane) Right plane (upper plane) 0° 30° 60° 90° 120° 150° 180° 210° 240° 270° 300° 330° Table containing the measured values obtained during the sensitivity test (Umar test ) on horizontal and vertical machines.3.12xAu and the minimum measured value is greater than 0.88 ÷ 1. 9 . The rotor is spun and the unbalance measured on the planes I. .two masses each one equal to 5 Umar .173 Test for verifying the declared value of Umar • • • • • • A test mass equal to 10 U mar is required 4 spins can be used to reduce the test rotor unbalance to a minimum value (below 1 0r 2 Umar ) The test mass is placed on the balancing plane is possible to calculate the average measured unbalance : Au = (Sum of the unbalance values )/12 The sensitivity test is passed if the maximum measured value is lower than 1. The next table is filled up .3) recorded . . The test is passed if all the sine curve points are kept within a range of (0.MANDELLO DEL LARIO (LC) . Measurements are repeated by placing the test mass on the all different angular positions. to be placed on the two planes 1 and 2 in the same angular position . 0341/706111 .p.88xAu CEMB S.A. can be used . Note :Instead of one single mass . with the same values the next curve is drawn. (lower plane and upper plane refer to the vertical axis balancing machines).Via Risorgimento. (they are equivalent to the double mass placed in the intermediate plane N. Curve of the values registered on the previous table .ITALY . VIII .

p. The unbalance measured values (11) .together with test masses angular positions are recorded in the above mentioned table The unbalance measured values (amplitudes )are then divided by Umar and the new calculated values are reported as single points in the annexed drawing .MANDELLO DEL LARIO (LC) . The same thing is done for the two travelling masses (Utrav). With over hang test rotors (type C) the stationary masses Ustaz are equal to 60÷100 Umar. 9 .174 Test for verifying the declared value of Urr Twin double masses are required • • • • • • • • • 2 equal stationary masses Ustat having each one a mass value between 20 and 60 Umar 2 equal travelling masses Utrav having each one a mass equal to 5 Ustaz The two stationary masses (Ustaz) are placed each one on an arbitrary and different angle .tel.Via Risorgimento.Cap. On the annexed table the following values are registered : positions of the test masses on the two planes and the related measured on the left one the right balancing plane . The vector position reveals the achieved value for (URR) Please note that a not acceptable value for URR can be caused even only by an error on the measured unbalance angle position . . The unbalances values are measured after moving (clockwise direction for plane 1 and anticlockwise direction for plane 2) the travelling masses . 0341/706111 . Note : CEMB S.ITALY . VIII .

Via Risorgimento.A.Cap. 0341/706111 .mass = ________gr Trav.ITALY .p.MANDELLO DEL LARIO (LC) .tel. achievable eccentricity Unbalance radius Umar per plane = P ⋅ e Mass P = ________kg e = _______μm Balancing machine model____________________________ Over hang test rotor N°_______________ Mass P= __________kg 25 Umar = __________gr 125 Umar __________gr = Right plane r = _______mm Stat.175 Table for URR test data Date Test rotor N°_________ Min. 9 .mass Left plane Measured unbalance value g Angle 2r Test mass angle Spin Left plane Right plane g S rmo Measured unbalance value g Angle g S rmo Stationa Travelli ry ng 1 2 3 4 5 6 7 8 9 10 11 Stationa Travelli ry ng CEMB S. VIII . .

VIII .A. . CEMB S. 9 .ITALY .176 Drawing to verify the obtained value for URR for two balancing planes .MANDELLO DEL LARIO (LC) .tel.p.Cap. 0341/706111 .Via Risorgimento.

Cap.normally used for general purposes machines . 0341/706111 . The used test rotor must have the following features : . b .ITALY .puts on the machine a stick certifying the calibration and its validity ..MANDELLO DEL LARIO (LC) .Calibration check made by the machine manufacturer or by a certified company The company quality control manual must specify : 1) The name of the company taking care of the machine calibration control.Test masses can be added on clear and fixed positions .. 3) The time interval between each control (normally once per year .4 Balancing machine control according to ISO 9000 standards .177 8.Via Risorgimento. 2) The procedure currently used for calibration check. the test rotor parameters are saved in a special program and recalled when necessary . b.p.Grounded and hardened supporting journals. VIII .etc. 9 . as every measuring instrument . On the modern balancing machines .1). 2) Test masses to be used The used test masses must be : . The technician verifies the machine calibration . 1. The balancing machine .Easily mounted and removed 3) The mounting position of the test rotor on the balancing machine supports The machine set up parameters a.Certified as amount . if necessary makes the required modifications .1) ISO test rotor (look 8. CEMB S.are quality certified according to ISO 9000.every month or every six months ) . The quality manual can require : a . .2) Rigid rotor similar to the produced pieces (for instance a fan:. It ca be : 1.if the machine is a variable speed one .and provides an official calibration certificate .for instance nuclear or aeronautic industries . ).. R1.A. A lot of companies .tel.Low value original unbalance. . or a pulley or a brake disc .is to be checked and the quality manual clearly specifies all the steps required to verify the balancing machine and the time interval between each check.using balancing machines . c.Calibration check self made by the company quality control section The quality control manual must specify : 1) The test rotor to be used . in special cases . R2 are clearly specified together the value of the balancing speed to be used for the test .

p.Cap.Via Risorgimento.the measured values are written in the test table 5) Actions to be done .ITALY .tel. VIII . 0341/706111 .if necessary using the eccentricity adapter compensation Add the test mass n°1 (f. 9 .i.and take a new reading When all left positions have been used . ) on the left balancing plane . in case of negatives results (to call the manufacture after sale service . c =100. R1= R2=100 Verify that the actual mounting position of the test rotor on the balancing machine is in agreement with the set up data Spin the rotor slowly up to the demanded balancing speed Verify that the test rotor original unbalance is very low . on the radius R1 (on a random angular position ) Spin the rotor and write the unbalance measured values on the test table Move the mass in the next available angle position .MANDELLO DEL LARIO (LC) .A.for example ) CEMB S. b =300.move the test mass on the right plane and repeat all the measurements - - - At each reading .178 4) Step by step operations . . for example : Mount the test rotor on the balancing machine Recall set up data from memory position N°1 Verify that the set up data are: a =100. 10 grs.

3 0.9 9.4 Angle 28 – Right plane Value [gr] 0. α =0 α =90 α =180 α =270 Admitted values Measured unbalance values with the test mass N°1 (10 gr) placed on the right plane . . in the case that the original test rotor unbalance is a small percent of the test masses and the number of readings are sufficiently high . 0341/706111 .1 1 10 80 170 280 – 9. sequence on the angular positions :.11.2 0.8 the evaluation of the machine incertitude is possible (for statistic reasons it is possible to repeat the measure several times so that machine repeatability can be better evaluated .1 10 ± 1 Operator : Caio 0 89 181 271 β±3 Depending on the used test rotor . b=56. 9 .in order to check machine calibration with a different unbalance The selected values for the two test masses can be related to the required tolerances (10 or 5 times ) and to the averaged measured unbalance .with the test mass N°1 (10 gr) placed on the left plane . c=28.4 Angle 33 – 0.1 0.the measurement points can be more .8 9.2 24 80 160 200 10 ± 1 1 – 0. R2=28 Left plane Value [gr] Measured test rotor original unbalance Admitted values Measured unbalance values . VIII .included in the above table .9 9.ITALY .2 0. in sequence on the angular positions : β = 0 β = 90 β = 180 β = 270 Admitted values Test result :positive Date : 30. Test rotor Balancing speed Set up data CEMB ZC 20/TC/6V 3000 ISO N.179 6 )Test certificate module An example is shown : Balancing machine : Serial Nr.4 0. The same test measurements can be repeated with a different test mass .3 0.2 800 RPM a=28.are processed by using the normal statistic rules .3 0.9 10.3 0.98 9.Cap.A.p.1 1 89 181 270 α±3 0.8 10.Via Risorgimento.because more angle positions are available .) CEMB S.MANDELLO DEL LARIO (LC) . If all the measured values .


3 technical book “Technical elements in balancing”. Thomson CEMB N. Manni Vibration theory and applications.04 “Definition of static unbalance for car wheels” 9) 10) . Standards Balance quality requirements of rigid rotors. CEMB N.G. W. L.Standards Methods and criteria for the mechanical balancing of flexible rotors. L. Buzzi CEMB N. L.G. 23 technical book “Controllo delle vibrazioni nelle macchine in servizio”. L. 8 technical book “Balancing accuracy of rigid rotors”.T. Manni EUWA Standards ES 3. 19 technical book “Crankshaft balancing”. L. Buzzi . 18 technical book “Cars wheels balancing”. 2. Manni Dispensa tecnica CEMB “Wheels unbalance control”. Buzzi . Buzzi CEMB N. Buzzi CEMB N. ISO 11342. G.REFERENCES 1) 2) 3) 4) 5) 6) 7) 8) ISO 1940 / 1.

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