By Al Campbell
Manager, Bently Nevada
Alignment Service Corporation
‘According to industry estimates, shaft
misalignment causes 60 to 70 percent of
all damaging vibrations in reciprocating
and high-speed rotating machinery. In
ther words, most vibrations that damage
rotating and reciprocating machinery can
be eliminated with proper machinery
alignment.
Proper alignment not only helps pre
vent costly and potentially catastrophic
machine failures, but it also helps the
machinery—and the plant—to run more
smoothly and efficiently.
‘A vatiety of methods are used to per-
form rotating machinery alignment, and
although alignment methods may vary, all
alignment methods fall under one of two
general categori
Cold” alignment, performed
under ambient conditions—when
the machines are shut down,
“Hot” alignment, performed while
the machinery is operating,
‘One of the most widely used “cold”
alignment techniques is the graphically
plotted reverse indicator method. Is sim
ple, quick, and effective. This method is
presented here,
The goal of alignment: Colinear
shafts under running conditions
‘The objective of performing any type of
rotating machinery alignment ist have co-
linear shaft centerlines when the machines
ae operating, Because each machine and
each shaft reacts differently under operat-
ing conditions, achieving exactly colinear
shaft is virally impossible.
With this understanding, alignment is
performed to position the shafts so they
will be as nearly linear to each other as
possible during operation. Performing
ORBIT
“cold” alignment is the first step toward
achieving this objective
Graphically plotted reverse
indicator method: What it is
raphically plotted" refers to the
practice of plotting a graphical represent
tion of the machine trains’ relative shaft
positions,
“Reverse indicator” means that a dil
indicator extends from one shaft—
reverses—to take a reading on the opposite
shaft. Simultaneously, a second dial ind
cator extends from the opposite shaft—
reverses—to take a reading on the first
shaft
How the dial indicator works
‘A balanced-type dial indicator, with
thousandths-of-an-inch (one mil) gradua:
tions (or an equivalent metric scale) and a
revolution counter, is recommended for
rotating machinery alignment
‘The principle behind the balanced-type
dial indicator is simple: Compression of
em, oF the opposite, extension of its
stem, moves the hand on the dial’s ti
which produces the reading. The stem b
ing compressed—pushed inward toward
the dial—moves the hand clockwise, or
in a “plus” direction. The stem being
‘October 1986
extended aay from the dial—moves the
hand counterclockwise, or in a “minus
sirection
The dial indicator measures the dis
tance from the projected centerline of one
shaft t0 the projected centerline of the
other. The indicator is typically attached
to one shaft with some type of indicator
bar and extends to the other shaft, at
which i takes readings.
Tt is recommended that you use two
brackets, indicator bars, and dial indica
tors, withthe stem reading on the reverse
bracket, rather than on the shaft. This
practice climinates the il effects of shaft
unout (non-concentrieity) oF poor sur
face finish
Making sure the machines are
ready for alignment
Before beginning the alignment proce-
dure, a series of prealignment checks must
be performed to ensure thatthe machinery
is ina condition suitable for alignment.
These checks include making sure that
non-rusting shims of one-eighth to one-
fourth inch (3.175 to 6.35 mm) thickness
are under cach foot of the machine to al:
low for alignment adjustments that may
require lowering one or more of the feet.
Also, test both dial indicators to ensure
they are reading accurately and that their
stems are moving freely
Several other essential realignment
checks are listed in the related article on
page 33.
Getting started: Preparing your
graphical plot
‘Once the prealignment checks have
been completed, you're ready to begin the
procedure for performing the graphically
plotted reverse indicator method. The steps
Wwe will discuss are illustrated in Figure 1
For alignment assistance.
Industry statistics indicate that mis-
alignment causes the majority—60 to 70
percent—of damaging vibrations in re
Ciprocating and high-speed. rotating
‘machinery.
Bently Nevada Alignment Service
Corporation, a subsidiary of Bently
Nevada, helps eliminate these vibra-
tions by offering troubleshooting and
optical, laser, and mechanical align-
iment services for rotating and recipro-
Alignment Service is led by man
ager Al Campbell, a 30-year industry
veteran and. alignment authority. He
and his staff use the latest in optical
alignment techniques—techniques with
4 proven history of ensuring accurate
alignment—as well as mechanical and
laser alignment techniques, when
appropriate.October 1986
ORBIT
29
‘The first step is to lay out a representation
‘of the entire machine train atthe top of the
graph paper using an appropriate scale for
the particular machine train,
The space below the machine train
drawing will be used to plot the alignment
movements for both the vertical (viewed
from the side) and horizontal (viewed
from the top) planes. Typically, the hori-
zontal divisions will represent the length
of the machine trainin inches (or millime-
tres) and vertical divisions represent the
amount of shaft offset—misalignment—in
mils (or micrometres)
This 1000:1 scale results in an
exaggerated—but linear for alignment
purposes—view of the shaft offset versus
train length.
is essential to designate from the start
which machine will be moved to make the
necessary alignment adjustments. The
example used here is a machine train con-
sisting of a steam turbine and a compres:
sor, In this train, the compressor would
typically be designated as “moveable”
and the turbine as “stationary.” So it isin
this example.
Establishing a direction of sight is also
‘essential. All readings must be taken as if
viewed from the same position. The prac-
tice I follow is to always view the train
from the driver end looking down the
‘machine train
Plotting the hot operating lines:
Where the shatt will “move”
The projected hot operating lines
(HOLS) represent where itis believed the
shafts will be when the machines are in
full operation. Plot each HOL as a hori-
zontal line, Since the objective of align:
ment i to have colinear shafts at operating
conditions, the HOL. for each shat is plo
ted linear tothe other:
Desired cold position: The
“final” cold shaft position
Determine and plot the desired cold
position (DCP) of cach shaft, using rise
and fall measurements for each machine
‘These measurements may have been sup-
plied by the machine manufacturer or
determined through previous alignment
measurements
‘The DCP isthe “final” cold position of
‘each shaft that will enable it to “move” to
its HOL. To plot the DCP for each shaft,
work backwards from its HOL, using the
appropriate rise and fall measurements
‘Thousandths-of-an-inch (ils) are the
units used for alignment calculations in
this example. Provided that a unit of mea-
surement is used consistently, any unit
‘may be substituted for mils without affect-
ing the accuracy of the alignment.
‘In our example, the turbine’s estimated
rise is 8 mils at each datum point. The
compressor's estimated rise is 12 mils at
the inboard datum point and 20 mils at the
outboard datum point. Since both shafts
are expected to rise at all datum points
‘when the machines are running, the DCPs
‘must begin below the HOLS by the given
numbers of mils
Plotting the two points 8 mils below the
turbine’s HOL along each of the turbine’s
datum points and connecting them with a
straight line gives us the turbine’s DCP.
‘The compressor's DCP is determined
by putting a mark 12 mils below its HOL
along its inboard datum point and 20 mils
HOL = Hot Operating Line
Graphical representation of the machine train for
plotting vertical and horizontal movements
Figure 1:
DCP = Desired Cold Position,30
below its HOL along its outboard datum
point, These points are then connected
‘with a straight line. This line is the com:
pressor's DCP.
Plotting the horizontal offsets
Below the vertical plot, we must plot
the offsets for the horizontal plane. This
plot is drawn as if looking down upon the
‘machine train. The horizontal plotting is
performed inthe same way as the vertical
offset was determined.
‘Again, two colinear horizontal lines
represent the two shafts’ HOLS. In our ex-
ample, the turbine’s shaft is expected 10
have no horizontal change during opera-
tion: It will remain where itis now. Since
the turbine won't be moved and will have
no horizontal change during operation, its
HOL and DCP are represented by the
same Tine
But we do need to plot the DCP for the
compressor. In this ease, 5 mils of move-
rent to the east (toward the top of the
page) at each of the compressor’ daturn
points is estimated during running condi
tions. Again, 10 enable the compressor
shaft to “move” to its HOL, we must plot
its DCP as a horizontal line parallel to its
HOL, 5 mils to the wes of (below) its HOL.
Extract the DCP readings now to
verify proper alignment later
Now we need to extract the vertical and
horizontal dial indicator readings from both
shafis’ DCP plots
Once these readings are determined, we
place them in their proper positions around
the circles representing Desired Cold
ORBIT
Position (Figure 2). These readings will be
necessary later to verify that the movements
have been made correctly and that the de-
sited cold alignment has been achieved.
Extract the vertical DCP
readings first
‘The vertical DCP readings for the tur-
bine are extracted along the turbine’s indica
tor line (Figure 1). Indicator tines are the
planes in which the dial indicators rotate to
‘ake readings.
Determine the distance along the tur-
bine's indicator line from its DCP to the
‘compressor’s projected DCP. In our exam.
ple, this distance is one-half mil
‘This number must be doubled, because
the bottom reading is what is called the Total
Indicator Reading (TIR). A TIR is twice the
acrual distance between two shaft cen-
terlines. Doubling this distance gives us 1
‘mil, which is placed atthe bottom of Circle
C to T (CompressortoTurbine, meaning
the dial indicator was extended’ from the
‘compressor to take readings atthe turbine).
‘We soe on our plot (Figure 1) that the
ccompressor’s projected DCP would inter-
sect the turbine’ indicator line below the
turbine's DCP, s0 we know this distance 10
stem would be extended inthis case, indica
ting a minus reading.) So, write 001" for
the bottom reading of the C to T circle.
‘To extract the vertical DCP readings for
the compressor, determine the number of
‘mils along its indicator line from its DCP to
the turbine's projected DCP. This distance is
2 mils
October 1986
Double this number to get the boom
reading (TTR): 4 mils. Write iat the bottom
of Circle T to C (Turbine to Compressor).
We can easily determine the sign—plus
or minus—of this reading using the rule:
same side, opposite sign; opposite side,
same sign. We see (Figure 1) that the com-
pressor's projected DCP intersects both
indicator lines—its own and the
‘urbine's—on the same side of (below) the
turbine’s DCP.
Since it's on the “same side” of our
reference line—the turbine’s DCP—it has
the “opposite sign” as the other shaft’s
bottom reading. Since the other shaft’s
TIR is minus, the bottom reading for
Circle T to C is +.008"
Extracting the horizontal
DCP readings
The process for determining the hori-
zontal DCP readings is similar to that for
the vertical readings, but slightly more
complicated. This process is illustrated i
Figure 2.
‘Imagine that both dial indicators are
“zeroed” at their respective east posi-
tions, rather than at the top. We know that
the distance between the turbine’s DCP
and the compressor’s DCP along the com-
ppressor's indicator line is 5 mils. This ac-
tual distance is one-half the Total Indicator
Reading (TIR)
‘The TIR in this case would be the west
reading. So, doubling 5 mils gives us the
west reading of 10 mils, Since the com-
pressor's DCP is to the west of (below)
that of the turbine, a T to C reading would
000"
T
Turbine 10 Compressor (T 10 €)
Readings taken withthe dial
indicator extended from the
turbine’s shaft and reading atthe
‘compressors sha.
Ww e
.007" —.0045”
jure 2:
Desired Cold Position (DCP) readings
.000"
cOctober 1986
ORBIT
31
‘mean the dial indicator’s stem would be
‘compressed when the indicator reached
the west position, This would produce a
plus reading
Inside Circle T to C, write .000" at the
East position and .010" at the West posi-
tion, The west reading for the C to T circle
is ~10 (doubling the five mils again and us-
ing the "same side, opposite sign” rule).
So, inside the C to T circle, write .000" at
the East position and -.010" at the West
position,
These East and West readings that we
have placed inside the circles are not the
actual readings. They have been used as
‘an intermediate step for calculating the ac-
tual readings. These readings must now be
converted into standard form.
‘AL this point, another rule comes into
play: The sum of the horizontal readings
must equal the sum of the vertical read
ings (East + West = North + South). To
convert the horizontal readings into true
readings, we add the same number to both
horizontal readings for a given set of
readings.
In our example, the T to C readings
turn out to be: East, -.003"; West,
+.007". For the € to 'T readings: East,
+.0045"; West, -.0055”. (Note that in
each case, the sum of the East and the
West readings equals the sum of the North
‘and South—bottom and top—readings.)
Place these readings in their proper loca
tions outside the appropriate circles.
Again, it’s essential that you determine
and write down these readings as shown in
Figure 2. You'll need these readings later
to verify that proper cold alignment has
been achieved.
Take reverse indicator
readings...carefully
‘The dial indicators should begin and
remain 180 degrees apart—at opposite
ends—on their respective shafts. Or, you
can use A-Line Manufacturing Compa
ny’s Precision Reverse Alignment Tool,
Which allows you to read both indicators at
the same degree o quadrant. The tool is
not used in the example provided in this
article
Take the reverse indicator readings of
the actual cold postions by “zeroing” the
turbine’s indicator at the top and rotating
the two shafis simultaneously. Stop at 90°
‘and take a reading at the turbine. At 180°,
stop again. At this point, in addition to
taking a reading atthe turbine, “zero” the
turbine-to-compressor’s indicator at the
top of the compressor’s shaft and take a
reading atthe compressor as well
Now begin taking readings at 90° in-
crements at both shafts until readings have
been obtained at 0, 90°, 180°, 270°, and
again at O for both shafts
any reading isnot taken precisely at a
90° increment or ifthe zero reading is not
retaken, the entire set of readings must be
taken again.
Place these readings at their proper po-
sitions around their respective circles, as
shown in Figure 3, Again, be sure that a
consistent direction of sight is used in de-
termining the proper positions for the
readings.
In virtually every case, there is some
degree of bar sag—sravity pulling on the
indicator bars—which affects the accuracy
Of the readings. But, for simplicity, we'll
assume that no bar sag exists in this exam-
ple, so the readings we now have are
pure” readings
Plotting the actual cold
positions tells you where the
shafts are now
‘Actual Cold Position (ACP) represents
the actual position of a shaft under ambi
ent conditions
We want to plot the ACP of the move-
able machine's—the compressor’s—shaft.
‘These steps are illustrated in Figure 4
Since we will not be moving the tur-
bine, its DCP—its “final” cold position—
is also its ACP—where it is now. The
turbine’s ACP/DCP will be our reference
in determining the compressor’s ACP.
Look at the T to C’s bottom ACP read-
ing. This reading is also T to C’s Total In-
dicator Reading (THR).
Since the TIR of -.012" taken at the
‘compressors shaft (T to C reading) is mi-
‘us, we know thatthe stem had extended
from its original position. The compres
sor's shaft is above the turbine’s ACP/
DCP by half of the TIR, or .006”, Make a
mark 6 mils above the turbine’s ACP/DCP
along the compressor’ indicator lin.
Now, take half of the C to T's bottom
ACP reading (its TIR) of .012". Since itis
plus, the compressors shat is again below
the turbine’s ACP/DCP at this point, 100
(opposite sign, same side). Pe
000
Compressor to Turbine (C 10 1) =
Readings taken withthe dial
indicator extended from the
‘compressor’ shaft and reading at
the turbines shaft
000
E w E c w
=.001" [.000" TO-.010"}-.011" —_.001”"{ 000" TO 010”) 011"
=012" 012"
Figure %:
Actual Cold Position (ACP) readings32
From the turbine's ACP/DCP, count up
along the surbine’s indicator line the dis-
tance equal to half the TIR—6 mils
‘again—and make a mark. By projecting
the two dots with a straight line, the
vertical ACP of the compressor can be
determined.
Plotting the actual horizontal
shatt positions
Perform the same procedure to deter-
mine the Actual Cold Position (ACP) for
the horizontal plane. Again, plotting the
horizontal shaft positions is slightly more
complicated than the vertical plotting
Since the turbine will not be moved. its
DCP js also its ACP. In our example, its
ACPIDCP is also its HOL, because no
horizontal movement is expected for its
shaft
‘AS we did earlier, we must obtain a
temporary ACP indicator reading of
000" at the East position of both shafts to
seta TIR at the West postion that we can
use for plotting. This proces is ilustrated
in Figure 3
By adding .001" to both of the T to C’s
horizontal readings, we get the following
ORBIT
horizontal readings: East, .000" ; West, ~
010”. By subtracting .001” from both of
Co T’s horizontal readings, we get: East,
000"; West, +.010”
‘This gives us our horizontal TIRS: T to C,
-.010"; C to T, +.010" . These numbers
cean be placed at their proper positions in-
side their proper circles. Again, our
poimts of reference for plotting the ‘com:
pressor's horizontal ACP are the intersec-
tions of the turbine’s projected ACP/DCP
‘at both machines’ indicator lines.
Since T to C’s horizontal TIR is minus
(extended), the compressor’s shalt is east
of (above) the turbine’s shaft by half the
TIR—S mils. Make a mark along the com-
pressor’s indicator line $ mils to the east of
{above) the turbine’s ACP/DCP/HOL.
‘The Cto T's horizontal TIR is +.010" ,
‘a plus number, so we know (opposite sign,
same side) this point is also to the east of
(above) the turbine’s ACP/DCP/HOL.
‘Again, taking half the TIR, we place a
mark $ mils above the turbine’s ACP/
DCP/HOL, this time along the turbine’s
indicator line. Projecting a line through
the two points we've just plotted gives us
the compressor's ACP.
October 1986
Determining the necessary
machine movements and
shimming
‘We have completed the necessary plot-
ting for cold alignment. You can now de-
termine. the machine movements. and
shimming needed to achieve desired cold
postion by counting the number of mils
(divisions) between the compressor's ACP
and its DCP, both vertically and horizon-
tally along both feet.
In our example, we se that along the in-
board fet, the compressors ACP is I mils
above ts DCP (verically) and 10 mils east
ofits DCP horizontally). Therefore, mils
of shims must be removed from both in-
board fet and the eet must be moved west
by 0 mils
Along the outboard fet, the ACP is
17 mils ahove ts DCP vertically and 10 mils
ast of the DCP horizontally. So, at both
futhoard feet, 17 mils of shims must be
‘removed an the feet must be moved west
10 mil.
Note that shims must be removed from
under the fet. This is @ good example of
the importance of having proper amouns
HOL = Hot Operating Line
DCP = Desired Cold Position
Figure &:
Graphical representation of the machine train for plotting vertical and horizontal movements.
Green color indicates steps added since Figure 1.
ACP = Actual Cold PositionOctober 1986
Of shims under each foot before beginning
the alignment procedure.
Moving and shimming the moveable
‘machine to atain proper cold alignment is
‘a complicated procedure in itself and will
not be discussed here.
Take readings again to verify
proper “cold” alignment
Assuming that the millwrights!
mechanics have made the necessary
moves and performed the required shim
ming, it is necessary to take indicator
readings again
‘These readings are needed to verity
that the movements have been made cor
rectly and the shafts are in their desired
cold positions, Final cold alignment pos:
tion should alvays be determined by the
ORBIT
indicator readings and not by the shim
change,
The readings should match (within a
mil, of 25.4 micrometres) the Desired
Cold Position readings calculated and
‘written down earlier (Figure 2). If not, the
cold alignment procedure must be’ re
peated until proper cold alignment is
confirmed.
Again, the objective of machine align-
‘ment is to have colinear shafts at operating
conditions. Once the “cold” alignment
procedure described here has been com-
pleted, some form of “hot” alignment
method is needed to verify proper align-
‘ment under operating conditions.
‘The graphically plotted reverse indica-
tor method of alignment is widely and suc-
‘cessfully used by rotating and reciprocating
33
‘machinery users, This method has been
simplified here and is presented merely as
information—not as instruction or training
in the procedure. This technique—or any
alignment technique—should be attempted
‘only by those with proper alignment in-
struction or experience.
nee
For more information about the alignment
of rotating machinery, please contact
Bently Nevada Alignment Service Corpo-
ration by writing 8601 Almeda Genoa
Road, Houston, Texas, 77075, or by call:
ing (713) 991-3070. Or contact your near-
est Bently Nevada Sales Representative.
Prealignment checks ensure
the machines are ready for alignment
Before performing “cold” alignment
{or rotating or reciprocating machinery,
a number of prealignment checks must
be performed to ensure that the machin-
cery's condition is suitable for align
‘These prealignment checks include
‘ensuring:
B The m
not been adversely affected by
deterioration of the foundation,
Necessary tools and proper
shim packs are on hand.
1 Both dial indicators are reading
‘accurately and that their stems,
are moving freely
The absence of
the machinery.
disconnected before start
alignment procedure and
reconnected afterwards.
Non-rusting shims are under
each machine foot of one-eighth
to one-fourth inch (3.175 10 6.35,
‘mm) in thickness—using no
‘more than two or three shim
pieces for each foot. These
shims are necessary to allow for
alignment adjustments that may
be needed,
ping strain on
iping should be
the
WE Hold-