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A Practical One Shot Method to Balance Single-Plane Rotor

Luowen Tao

SENDIG Technology Co. Beijing, China

Abstract: Vibration is an undesirable phenomenon; unbalance causes a major portion of mechanical vibration and the influence coefficient method is most commonly employed in rotor field balance. However, the need for trial mass and multiple runs make it expensive. We present a new method for locating the heavy spot of an unbalanced single-plane rotor without stopping the machine in this paper. This method is based on a phase-calibrated balance instrument and a specially placed accelerometer and laser tachometer. While corrective weights are not computed, knowing where the heavy spot is located might save time and money on-site. Experiments show that this technology is applicable to a wide range of industrial single-plane rotors. It can also be used as an introduction to trial mass estimate for influence coefficient approaches.

Keywords: balancing, single-plane rotor, vibration phase, field rotor balance, trial mass location

Received April 21, 2023; Revised May 27, 2023; Accepted June 06, 2023

Citation: Luowen Tao, A Practical One Shot Method to Balance Single-Plane Rotor. American Journal of Mechanical Engineering, 11 (3). 103-106. January 2023. doi:10.12691/ajme-11-3-1

1. Introduction

Unbalance causes a major portion of mechanical vibration. After a rotation machine has been installed and run for some time, re-balancing is often required to reduce the machine vibration. The basic purpose of any balancing procedure is to measure the imbalance weights and their angular locations so that correcting weights can be attached to the rotating part to provide a counterbalancing load.

The influence coefficient method is most widely used in field balance of rotors. It requires that synchronous vibration amplitude and phase be measured and one or more trial weights be attached to the rotating part. This involves shutting down the machine to attach and detach trial weights and final correction weights. This can be costly in terms of lost production time, increased machine startup stresses and extended labor costs, especially for large machines, particularly those on critical duty.

To avoid these costs, people have been continuously trying to find a solution to shorten the influence coefficient based balancing process.

The conventional way is based on the relationship of “HEAVY SPOT” and “HIGH SPOT”, the angles of all lag and sensor and integration [1,4].

Cindy McCoy [2] proposed a method to replace the trial weight runs by controlled loading of the machine structure, and impacting the machine with an instrumented force hammer. An analyzer is used to measure and compare the input load (force) and the output response (vibration) simultaneously using cross channel analysis functions.

Sang-Hoon Seong, No-Gill Park [3] proposed a method capable with one shot running based on the equations of motion, an algorithm to find the magnitude and phase of the unbalance.

2. Vibration Phase and One-shot Method for Very Low Speed Rotor

Unbalanced masses in the rotating parts create a centrifugal force that tends to make the rotor toward the bearings on the side the unbalance is located. If a dial indicator is mounted at the bearing with the indicator stems in contact with the shaft, it will create a “HIGH SPOT”. At rather low speeds, this high spot will be in phase with the unbalanced mass (HEAVY SPOT). As speed increases, the HIGH SPOT begins to lag the HEAVY SPOT.

Figure 1. HIGH SPOT and HEAVY SPOT

This is a one-shot balancing method still be used today for some very low speed rotors to locate the heavy spot so to mount balance mass at the opposite side as LIGHT SPOT. It requires the use of speed-controllable stroboscope, dial indicator and marking on the shaft. Unfortunately, the dial indicator is not suitable for displacement measurement at higher rotational speed rotors. Although eddy current proximity probe can be used, it is not easily been installed on a field machine so not really suitable for portable balancing.

As the rotation speed increases and approaches its first critical speed the rotor will resonate. Then the high spot will lag the heavy spot by 90°. The rate of change of the lag angle as the critical speed is traversed has an inverse relationship with the amount of system damping. Sample amplitude and phase plot (Bode plot) is shown in Figure 2.

Figure 2. Amplitude and phase plot

Due to the very strong vibration and instability at resonance, the critical speed area is always been avoided during design and operation stages. These 2 stable phase areas away from the critical speed and that the relationship between HEAVY SPOT and HIGH SPOT make it possible to quickly locate the unbalance and its compensation positions.

3. Instrument Measured Phase

The above discussion on HEAVY SPOT and HIGH SPOT is more theoretical. For practical balancing work, we need some instruments to measure vibration amplitude and phase. A typical field balancing instrument includes a laser tachometer, 1 or 2 accelerometers, an electronic circuit and display with a signal block diagram like Figure 3.

Figure 3. Signal flow of balancing instrument

We need to be aware that almost all of the blocks have polarity or phase differences which have effect on the final displayed phase. For example:

- Accelerometer’s polarity as in Figure 4 depends on the installation direction of the crystal element:

Figure 4. Typical accelerometer structure

- Amplifier, integrator and filter’s polarity or phase differences depend on how to use operational amplifiers. The use of an inverting operational amplifier will output a 180° difference phase than input as in Figure 5.

Figure 5. Operational amplifier polarity

- Even A/D converter and algorithm can have polarity

Measurement parameter selection is also important for phase measurement. It is well documented that 90° phase differences exist between acceleration, velocity and displacement.

Relative displacement between bearing and shaft is easier to understand but it needs proximity probe which is not so easy for field installation. Acceleration and a double integrated displacement from accelerometer are more sensitive to noise. Therefore, velocity may be the best parameter to use for balancing due to its stability and mostly used to evaluate machine health status in most standards.

4. One Shot Locate Heavy Spot without Stopping the Machine

A one shot heavy spot location method is proposed here based on the conditions:

1) Single plane rotor

2) The critical speed is always been avoided during the design and operation stages.

3) Below first critical speed, HIGH SPOT is in phase with the HEAVY SPOT.

4) Above first critical speed, HIGH SPOT has a nearly 180° phase difference, may be less that depending on the amount of system damping, than HEAVY SPOT.

5) Velocity parameter is more stable and mostly used to evaluate machine health status.

6) 90o phase difference exists between velocity and displacement measurement.

7) Actual vibration phase may go through a complicated way to be displayed. Still it is fixed for a specific accelerometer and tachometer and their setup relationship with the rotor.

Based on these conditions, a one-shot method is proposed to locate heavy spots of unbalanced rotors without stopping the machine and without adding trial mass. This makes the balancing process very easy and quick, so to save the field balancing cost and time.

Firstly, we prepare a well velocity -phase-calibrated balancing instrument or a velocity phase meter. Secondly, setup sensors like Figure 6.

1. Fix the accelerometer aligned to the shaft core

2. Make the laser spot of the tachometer and the accelerometer in a line parallel to the axis

3. Paste on a narrow reflective paper on the rotor shaft if there is not. Notice the rotation direction of the rotor.

4. Measure velocity amplitude and phase at rotation speed when the machine is running.

5. Take the measured phase as the HEAVY SPOT of the rotor if the rotation speed enough lowers than the first critical speed as in Figure 7.

6. Take the measured phase as the LIGHT SPOT of the rotor if the rotation speeds enough higher than the first critical speed.

7. Please notice the above procedure is valid only for suitable installed accelerometer at bearings as in Figure 8.

Figure 6. Laser spot and accelerometer setup

Figure 7. Measured phase as the HEAVY SPOT

Figure 8. Install accelerometer at right bearing

5. Quick Way Find Critical Speed

Single plane rotor with a rotation speed below the first critical speed is most common in field balancing. And it is the common assumption a balancing instrument has been phase-calibrated for HEAVY SPOT.

However, we still need to consider the situation of speed higher than first critical. The phases are about 180° different for this situation than that below first critical speed.

Besides checking design data, an easy way is to make a coast down vibration record and spectrum analysis to know critical speed after having measured the phase and stopping the machine to install a balance mass.

A sample test is like Figure 9 for the same demo motor. A seamless recorder and vibration analyzer S966 is used for a whole start-run-stop process of the above motor in the same way as [5]. From the recorder, 2 amplitude peaks can be observed as resonance periods. The FFT spectrum shows that in these 2 periods, the highest amplitude appears at 62.5Hz=3750RPM. Considering the operational rotation speed is at 2995Hz during our test, we may know the motor running at a speed far away below the first critical speed. So we can believe we have gotten HEAVY SPOT estimation by the measured phase of 155° in the above test sample. In other word, we may add a correction mass at its opposite side to reduce the rotor vibration.

Figure 9. A whole start-run-stop process of the a motor

6. Calculate The Correction Weight

There are some ways to quickly estimate a trial weight [4]. Then we can stop the machine and fix the trial mass at the light spot.

Restart machine and measure again the vibration amplitude and phase which is also an estimation of the rotor heavy spot. If it does not change but the amplitude becomes smaller, then add more weight at the same light spot. Say, Original 10mm/s, now 5, then double the correction mass.

If the new measured phase changed to the opposite direction (180° different), then need to reduce the correction mass proportionally.

For other newly measured phases, may take it also as a shifted heavy spot, so may fine-tune by adding new correction mass (should be smaller).

The 1st correction mass may be taken as a trial mass for standard influence coefficient based balancing calculator to get a more accurate correction mass.

7. Conclusion

It is feasible to calibrate a balancing instrument to display the heavy or light location of a single plane rotor based on the relationships: 1) between HEAVY STOP and HIGH SPOT at a given rotation speed; and 2) between displacement and velocity.

By using two phase-calibrated balance instruments, models SENDIG S956 and S911HD, the method was effectively validated on more than ten single plan distinct fans in the laboratory and several fans and blowers on industrial locations. YouTube has some videos.

While corrective weights are not computed, knowing where the heavy spot is located might save time and money on-site. It can also be used as a useful starting point for estimating trial mass using the influence coefficient approach.

References

[1]   | Kelm, R.D. (2008). Advanced Field Balancing Techniques. Willowbrook, IL: Vibration Institute.
[2]   | Cindy McCoy: One Shot Balancing: https://www.scribd.com/document/433292163/One-Shot-Balancing-pdf#.
[3]   | Sang-Hoon Seong, No-Gill Park (2019): https://www.researchgate.net/publication/334123798_A_New_Single-Plane_Balancing_Method_Based_on_Equations_of_Motion.
[4]   | Ray Kelm, P.E. (2016). Rotor Balancing Tutorial. 45th Turbomachinery & 32nd Pump Symposia.
[5]   | L. Tao (2023), An Experimental Study of Train Approach Detection by Vibration Analysis, Journal of Mechanical Design and Vibration. 2023, 10(1).