Balancing Machines: Catalog No.E4289
Balancing Machines: Catalog No.E4289
E4289
Balancing machines
Balancing machine
BALANCING MACHINES
CONTENTS INDEX
Page Model (In alphabetical order) Code No. Page
● Introduction / History of balancing machines 2 AH-104G-C2 850-194 6
AH-114G-C2 850-195 6
● Selection guide to balancing machines 3 to 4 AH-204G-C2 850-196 6
AH-214G-C2 850-197 6
Horizontal type balancing machines AH-312M — 15
AH-514ST — 16
Flow chart for machine-type selection 5
AV-116B-C4 851-111 18
DEL-4CHT — 16
Horizontal type soft bearing balancing machines 6
DEP-H 852-106 24
Horizontal type hard bearing balancing machines 7 to 8 DEP-J1 852-107 25
FH-216-C2 850-101 8
Measuring systems 9 to 10 FH-218G-A1 856-152 7
FH-218G-C1 856-151 7
Frame and rotor supporting bearing 11 FH-228G-A1 856-154 7
FH-228G-C1 856-153 7
Rotor driving system 12 FH-218GS — 13
FH-318G-A1 856-156 7
Examples of usage-single-purpose / universal models 13 to 16 FH-318G-C1 856-155 7, 13
FH-318GS — 13
Vertical type balancing machines FH-328G-A1 856-158 7
FH-328G-C1 856-157 7
Flow chart for machine-type selection 17 FH-418-A1 856-104 8
FH-418-C1 856-103 8
Vertical type balancing machine (Measurement type) 18 FH-418G-A1 856-160 7
FH-418G-C1 856-159 7
Vertical type balancing machine (Correction type) 18 FH-428-A1 856-106 8
FH-428-C1 856-105 8
Adapters and rotor covers 19
FH-428G-A1 856-162 7
FH-428G-C1 856-161 7
Measuring systems 20
FH-518-A1 856-108 8
Examples of usage-single-purpose/universal models 21 to 22 FH-518-C1 856-107 8
FH-518G-A1 856-164 7
Field balancing equipment / FH-518G-C1 856-163 7, 14
Portable type unbalance measuring instrument FH-528-A1 856-110 8
FH-528-C1 856-109 8
Flow chart for machine-type selection 23 FH-528G-A1 856-166 7
FH-528G-C1 856-165 7
Fieldmatic 24 FH-618-A1 856-112 8
FH-618-C1 856-111 8
Balance Keeper 25 FH-618G-A1 856-168 7
FH-618G-C1 856-167 7
Examples of usage of Balance Keeper 26 FH-618S-C1 — 14
FH-628-A1 856-114 8
Optional parts and components for field balancing equipment 27 FH-628-C1 856-113 8
FH-628G-A1 856-170 7
Mass centering machines 28 FH-628G-C1 856-169 7
FH-718-A1 856-116 8
Mass characteristics measuring system 28 FH-718-C1 856-115 8
FH-718G-A1 856-172 7
Explanation of technical terms regarding balancing 29 to 30 FH-718G-C1 856-171 7
FH-728-A1 856-118 8
Technical guide 31 to 32
FH-728-C1 856-117 8
FH-728G-A1 856-174 7
Balance quality of rotating machines 33
FH-728G-C1 856-173 7
FH-818-A1 856-120 8
FH-818-C1 856-119 8
FH-828-A1 856-122 8
FH-828-C1 856-121 8, 14
FV-214B-C3 851-115 18
FV-214BT-C3 851-104 18
FV-216B-C4 851-112 18
FV-216BT-C4 851-101 18
FV-226B-C4 851-113 18
FV-226BT-C4 851-102 18
FV-314B-C3 851-116 18
FV-314BM — 22
FV-314BST — 21
FV-314BT-C3 851-105 18, 21
FV-316B-C4 851-114 18
FV-316BT-C4 851-103 18
FV-324B-C3 851-117 18
FV-324BM — 22
FV-324BT-C3 851-106 18
FV-414B-C3 851-118 18
FV-414BT-C3 851-107 18, 22
PIO — 28
1
Balancing machines
contribute to improving the quality of rotating components
Introduction
This brochure describes Mitutoyo’s comprehensive range of balancing
machines suitable for rotating components such as shafts, spindles and
disks (collectively referred to as "rotors"). These machines measure the
existing out-of-balance condition and identify the amount of corrective
action needed in terms of adding material to, or machining material away
from, appropriate locations on the rotor. Balancing machines have a long
history in industry, being among the earliest measuring instruments used
and preceded only by dimension measuring instruments.
2
Selection guide to balancing machines
Items to be confirmed
horizontal-axis testing
(cylinder shaped)
For balancing
Dynamic testing (centrifugal
a rotor
force method)
independently
shaped)
a rotor already
installed (in situ)
For analyzing vibration in addition to measuring unbalance
For cylindrical rotors For small, high Horizontal type soft AH-104G-C2, AH-114G-C2
Page 6
where a belt can be precision rotors bearing AH series AH-204G-C2, AH-214G-C2
fitted to the
Vertical type
FV-214BS,FV-314BST,FV-324BM Page 21,22
FV series
– – –
series
DEP-H Page 24
– Page 28
POI Page 28
4
Horizontal type balancing machines
AH series
FH series
Select the measuring equipment (either analog or computer) Confirm whether the load is roughly the same for each bearing when the
(Only dedicated measuring equipment for AH series) rotor is supported by two bearings. Consult your local agent if unevenness
between the bearings is extreme
5
Horizontal type balancing machines
Features
■ Equipped with a variety of functions for balancing
● Belt-drive mechanism that enables easy mounting and dismounting
of rotors as well as versatile adaptation to different shapes of rotors.
● Two-plane correction and plane separation functions for reducing
residual unbalance.
● Displays the correction angle and amount for both two planes,
and the OK/NG result.
● Zero compensation and compensation functions for keys and
key seats, thus increasing the accuracy of two-plane correction.
● Function for separating components of an unbalance into 3 to 25
components, which is useful for rotors having shapes where the
choice of correction planes is highly restricted. The components
of the unbalance can be set for each of two planes as an equal
division, a modified component of the force, or both of them.
● Capable of memorizing 200 different shapes of rotors to be tested.
■ Measuring equipment with excellent operability
●Operation is simple thanks to the large liquid crystal display and
touch panel.
● A man-machine interface with a display in English reduces
operation mistakes when setting rotor shapes and measurement
conditions.
■Specifications
Code No. 850-194 850-195 850-196 850-197
Model AH-104G-C2 AH-114G-C2 AH-204G-C2 AH-214G-C2
Rotor mass kg 0.01 to 0.3 0.03 to 1 0.05 to 3 0.1 to 10
Rotor maximum mm 80 140 200 240
barrel diameter
Rotor distance mm 80 110 300 360
between bearings
Rotor shaft diameter mm 2 to 9 2 to 14 5 to 20 6 to 25
Test revolution speed min-1 3000 to 6000 2000 to 5000 1000 to 3000 1000 to 3000
Driving motor kW 0.04 0.04 0.09 0.09
Minimum achievable
residual unbalance µm 0.05 (under designated conditions)
Drive mechanism for rotation Belt drive, self drive
Power supply 100VAC, 500VA 100VAC,1kVA
Installation area mm 600 x 675 720 x 765 800 x 850
Machine height mm 1660 1760 1800
* The above figures are valid for balancing machines manufactured by Mitutoyo Corporation as its standard models.
Consult your local agent if the rotor mass, maximum barrel diameter and so on are out of the range of the above values in your particular application.
6
Horizontal type balancing machines
FH series
steam turbines,
gyroscopes, etc.
a = distance between the center of the left bearing and the left correction plane
b = distance between the left correction plane and the right correction plane
c = distance between the right correction plane and the center of the right bearing
Note 1: As an option, all types of machines can handle larger dimensions of either D,
d1, d2 or a+b+c provided the rotor mass is within the range indicated in the
specifications of the respective machine type.
Note 2: As an option, all types of machines can handle rotor shapes that are different
from the schematic view, such as a rotor having no bearings.
■Specifications/FH- G-C1: Computerized measurement system, FH- G-A1: Analog measurement system
Code No. 856-151 856-153 856-155 856-157 856-159 856-161
Rotor mass (kg) 2.5 to 420 4 to 700 5 to 1400 10 to 2500 15 to 4200 30 to 7000
*1 The above figures are valid for balancing machines manufactured by Mitutoyo Corporation as its standard models. Consult your local agent if the rotor diameter is out of the range
of the above values in your particular application.
*2 Consult your local agent for the maximum acceptable diameter of extra-large rotors.
*3 Extendible according to the length of rotors (optional)
7
Horizontal type hard bearing balancing machines
a = distance between the center of left bearing and the left correction plane
b = distance between the left correction plane and the right correction plane
c = distance between the right correction plane and the center of right bearing
Note 1: As an option, all types of machines can handle larger dimensions of either ,
D, d1, d2 or a+b+c provided the rotor mass is within the range indicated in the
specifications of the respective machine type.
Note 2: As an option, all types of machines can handle rotor shapes that are different
from the schematic view, such as a rotor having no bearings.
■Specifications/FH- -C1: Computerized measurement system, FH- -A1: Analog measurement system
Code No. 856-103 856-105 856-107 856-109
Test rotational speed (min-1) 900 / 1800 450 / 900 / 1800 360 / 720 / 1440
Rotor mass (kg) 5 to 1400 10 to 2500 15 to 4200 30 to 7000 100 to 14000 200 to 20000
Test rotational speed*5 (min-1) 300 / 490 / 760 / 1230 250 / 410 / 615 / 1010 215 / 360 / 600 / 890 / 1370
*4 Consult your local agent for a horizontal type hard bearing balancing machine FH series that is equipped with a belt-drive mechanism in addition to the shaft-drive mechanism.
*5 Test rotational speed may vary according to the specifications of the transmission gear train.
8
Horizontal type balancing machines
AH • FH series
Measuring systems
Horizontal type balancing machines are available in combination with a choice of measurement systems
according to the purpose of the measurement.
Confirm the measurement systems that are available for the particular balancer by checking the last two characters (-C1, -C2, -A1,
-GS1) of the machine name indicated in the list of specifications.
(For the AH series, the only choice of measurement system is "Computerized measurement system -C2".)
This system covers a wide range from multi-item small-lot production to mass- Easy operation through interactive
produced rotors. man-machine interface in English
Convenience on the production line has been maximized in the computerized A full-time operator is not needed since
measurement system -C1. Simple functional operation greatly improves the efficiency of operating conditions for balancing such
performing balancing. as rotor dimensions and correction
planes can be easily set through the
interactive man-machine interface
consisting of a large display screen with
English text and a ten-key panel.
L R
ANGLE
MASS Data setting screen (1)
9
Horizontal type soft or hard bearing balancing machines
Computerized measurement system … - C2 Code No.850-579 Computerized measurement system … -GS1 Code No.850-578
Touch panel for greater efficiency A measurement system solely designed for soft bearing
The computerized measurement system -C2 is simple to balancing machines. This system can also be utilized in place of
operate thanks to the large liquid crystal color display and touch the old measurement system currently installed in an existing
panel. A man-machine interface with a display in English balancing machine.
reduces operation mistakes when setting rotor shapes and
measurement conditions.
Unbalance measurement screen Maintenance mode screen Analog measurement system … -A1 Code No.850-576
10
Horizontal type balancing machines
AH • FH series
■ Bearings available for each type of machine Bearings: (1) roller bearing, (2) overhang roller bearing, (3) V-block bearing, (4) plain bearing
Standard diameter Large diameter Extra-large
Rotor shaft Rotor shaft Rotor shaft
Balancer type diameter Bearing Code No. diameter Bearing Code No. diameter Bearing Code No.
(1) 850-501 (1) 850-504 (1) 850-507
FH-216 5 to 20 (2) 850-502 20 to 40 (2) 850-505 40- (2) 850-508
(3) 850-503 (3) 850-506 (3) 850-509
(1) 850-510 (1) 850-513 (1) 850-516
FH-2 8G 5 to 22 (2) 850-511 20 to 40 (2) 850-514 40- (2) 850-517
(3) 850-512 (3) 850-515 (3) 850-518
(1) 850-519 (1) 850-522 (1) 850-525
FH-3 8, FH-3 8G 10 to 50 (2) 850-520 50 to 75 (2) 850-523 75- (2) 850-526
(3) 850-521 (3) 850-524 (3) 850-527
(1) 850-528 (1) 850-531 (1) 850-534
FH-4 8, FH-4 8G 10 to 70 (2) 850-529 70 to 120 (2) 850-532 120- (2) 850-535
(3) 850-530 (3) 850-533 (3) 850-536
(1) 850-537 (1) 850-540 (1) 850-543
FH-5 8, FH-5 8G 20 to 100 (2) 850-538 100 to 180 (2) 850-541 180- (2) 850-544
(3) 850-539 (3) 850-542 (3) 850-545
(1) 850-546 (1) 850-549 (1) 850-552
FH-6 8, FH-6 8G 30 to 140 (2) 850-547 140 to 250 (2) 850-550 250- (2) 850-553
(3) 850-548 (3) 850-551 (3) 850-554
(1) 850-555 (1) 850-558 (1) 850-561
FH-7 8, FH-7 8G 30 to 160 (2) 850-556 160 to 300 (2) 850-559 300- (2) 850-562
(3) 850-557 (3) 850-560 (3) 850-563
(1) 850-564 (1) 850-568 (1) 850-572
(2) 850-565 (2) 850-569 (2) 850-573
FH-8 8 50 to 200 200 to 360 360-
(3) 850-566 (3) 850-570 (3) 850-574
(4) 850-567 (4) 850-571 (4) 850-575
* Consult your local agent for the maximum available diameter for extra-large diameter bearings.
11
Horizontal type soft or hard bearing balancing machines
12
Horizontal type balancing machines
FH series
13
Horizontal type soft or hard bearing balancing machines
14
Horizontal type balancing machines
AH • DEL series
15
Horizontal type soft or hard bearing balancing machines
16
Vertical type balancing machines
FV series
Notes:
■ Balancing machines should be installed on a concrete floor
having no floors or basement underneath.
17
Vertical type balancing machines
*1: Rotor mass is the sum of the mass of the adapter and the workpiece.
*2: Consult your local agent when the dimensions of the rotor are out of the range of the
(H) above specifications.
*3: The specifications of the drive motor may vary according to the dimensions and mass
of the rotor to be measured.
■Specifications
Code No. 851-101 851-102 851-103 851-104 851-105 851-106 851-107
(H) Rotor height (mm) 100 100 100 100 100 100 100
Test rotational speed
(min-1) 900 900 900 900 750 450 450
Drive motor (kW) 0.2 0.75 1.5 0.75 1.5 2.2 3.7
Measurement sensitivity
0.1 0.1 0.5 1 1 10 20
(g•mm)
*1:Rotor mass is a sum of the mass of the adapter and the workpiece.
*2: Consult your local agent when the dimension of the rotor is out of the range of the above specification.
*3: The symbols representing each dimension of the rotor are the same as those for the FV series.
*4: Specification of the drive motor may vary according to the dimension and mass of the rotor to be measured.
18
Vertical type balancing machines
FV series
Inside type Code No.851-504 Outside type Code No.851-505 Hydraulic mandrel type Code
Code No.851-506
Pressing the push-button switch to fasten or loosen the adapter enables convenient operation.
close open
19
Vertical type balancing machines
Measuring systems
Two types of measurement system are available according to the models of vertical type balancing machines.
Computerized measurement system… C3 Code No.851-509 Computerized measurement system… C4 Code No.851-510
20
Vertical type balancing machines
FV series
21
Vertical type balancing machines
22
Field balancing equipment
DEP series
Fieldmatic
DEP-H
Capable of analyzing vibration in parallel with measuring unbalance in
the field. It can detect vibration components other than unbalance as well
as the excitation status of higher order vibration components caused by
an unbalance.
Balance Keeper
DEP-J1
Basic type field balancing equipment for simple unbalance measurement in
the field
23
Field balancing equipment
Fieldmatic DEP-H
Code No.852-106
Specifications of vibration measurement section Magnet base for fixing the detector Square shape (with an ON/OFF switch) One
Mass Approx.140g
Required specifications for the computer (measurement and display section) (unbundled)
Direction of detection For both horizontal and vertical directions
Hardware Personal computers running on Microsoft Windows 95/98/NT4.0
Pickup cable 5m basic type One
CPU Pentium 166MHz or faster
Magnet base for fixing the pickup 30mm in diameter, round shape (with fitting screws) One
Memory 64MB or more recommended
Reflective tape 30cm One
OS Microsoft Windows 95/98/NT4.0
Power cable 2m standard type One
Display 800 x 600 dots, 256 colors or higher resolution
Case Aluminum carrying case for DEP-H One
PCMCIA Type II interface in which National Instruments DAQ-Card 516
AD CARD
can be installed Outside dimensions 461W x 334D x 160H mm
24
Field balancing equipment
DEP series
Functions Correction (number of measuring planes): Single plane~ dual ■Standard configuration
planes (optional vibration pickups need to be added.)
Correction plane separate measurement with the coefficient Code No. Specifications Quantity
of influence
Number of registered workpieces: Max. 60, number of pieces of — Machine DEP-J1 (with a carrying belt) 1 piece
measurement data to be stored: Max. 200 for each workpiece
850-003 Motor-driven speed pickup V238 (with a stylus) 1 set
Vibration measuring function V238J Maximum acceleration 50m/S2
Measuring range Revolution 60-99999min-1 (Differs depending on the used pickup.) Frequency range 20 to 150Hz
speed Revolution speed 1200 to 9000min-1
Sensitivity 100mV/cm/s
Frequency of 10 to 1000Hz (Differs depending on the pickup used.) Maximum amplitude 1mmp-p
vibration Switching display of displacement, speed, acceleration, and voltage External dimensions/Mass ø28mm x 80mm/Approx. 150g
Detecting direction Compatible with both horizontal
Resolutions Displacement: 0.001µm
Speed: 0.001cm/s and vertical directions.
Acceleration: 0.001cm/s2 852-001 Motor-driven speed pickup cable: 5m, standard type 1 piece
Voltage: 0.001mV
19DAA005 Motor-driven speed pickup fixing magnet base:
Panel unit 1 piece
Touch panel/Color LCDTen-key panel ø40mm, round (with mounting screws)
Input Pickup input: 2 circuits 852-008 Fiber-optic detector main unit with a 5m cable (with a connector) 1 piece
Detector input: 1 circuit
852-010 Fiber-optic detector FS507 with a tip of 70mm 1 piece
Output RS2332C
852-013 Detector fixing magnet stand 7010 1 piece
Memory function A memory card available with one slot for a compact flash memory
(Optional accessory: Code No.19DAA007) 19DAA003 Reflective tape: 100mm 1 roll
Input/Output port One port 1 port 19BAA114 Power cable: 2mm (for 100VAC)
1 piece
with a 3P to 2P conversion connector
Power supply 100VAC, 50/60Hz, 15W
— Instruction Manual 1 copy
Operating temperature range 0 to 40°C
19DAA004 Main unit storage case (with an accessory case):
1 piece
Dimensions/Mass Approx. 260W x 240D x 130H mm, Approx. 3Kg 390W x 190D x 280H mm
Note: The 220VAC specification power supply is also available (Code No.382-107K).
25
Field balancing equipment
Field balancing of spindles in machine tools, high-speed Balance measurement of spindles in combination with a test
spindles, slicers, grinding wheels, and cutters installed in bench fabricated by a customer.
machines.
26
Field balancing equipment
820-005 V233V
Printer cable KR-M2 (2m) absorbed by or reflected from the rotating part to obtain a
19DAA009 pulse signal corresponding to the rotational speed.
with a conversion connector (D9S-MM)
Outside dimensions: 180W x 45D x 30H mm (excluding tip
: standard equipment, : option
portion)
27
Mass centering machines
Mass centering machines can:
Material
■Reduce the amount and dispersion of initial unbalance.
■Reduce the machining amount necessary to correct
unbalance. Center hole
■Improve the operation efficiency of balancing processes. machining
Balancing (correction of unbalance) is usually done when all of the
machining processes have been completed for the workpiece. A small On the basis of On the basis of
initial unbalance, which is an unbalance before correction after completion mass distribution outside shape
of the machining process, reduces the time necessary for correcting the
unbalance and thus improves the process efficiency. Fully-machined
rotors have relatively smaller magnitude and dispersion of the initial
unbalance due to improved machining accuracy. However, rotors that
Mass Ordinary
have complicated shapes and large surfaces which are not machined until
the end of machining such as crankshafts tend to have both a large initial
centering centering
unbalance and irregular dispersion.
Either cast or forged material is machined by mounting on center holes
that have been machined in both ends of the rotor. The magnitude and
dispersion of the initial unbalance of the workpiece after completion of
machining are strongly influenced by the position of these center holes. A Machining using center holes
comparison of initial unbalance between workpieces whose these for workholding
centerhole positions are determined on the basis of outside shapes and
workpieces whose center hole positions are determined by balancing
them before machining shows that the latter workpieces have smaller
Initial unbalance
dispersion of initial unbalance.
The method of determining the position of the center hole not by the
outside shape but by the distribution of mass of the workpiece, is called
mass centering. The purpose of mass centering is to minimize the amount Balancing process
of unbalance correction in the final process.
Structural features
The axis of rotation is aligned vertically, with the upper end spherical in
shape and the lower end cylindrical in shape, both ends being supported
by highly precise static gaseous bearings. Rotation without influence of
friction or bearing noise guarantees high accuracy measurements. Force
detectors installed on both ends of the axis enable both the product of
inertia and the dynamic unbalance to be measured at a single speed. This
eliminates the necessity of measurements
at two different speeds which may cause
measurement errors in conventional
systems that have force detectors only at
the lower bearing.
28
Explanation of technical terms regarding balancing
These explanations are abbreviated forms of JIS (Japanese Industrial Standard) terms.
Refer to the JIS B 0153 text for strict definitions and details.
The following terms are in general use although they are not defined in JIS.
29
Two-plane balancing Couple unbalance
Balancing performed on a rigid rotor so that the residual unbalance A state of unbalance in a rigid rotor where the central principal axis
is within a given limit. The term comes from the fact that the and the rotation axis do not coincide but cross each other at the
balancing is done in at least two correction planes. center of mass.
It is a state where unbalances, of the same amount and opposite in
Plane separation direction, exist in two planes of a rotor which seems to be in perfect
Means an operation for reducing the correction plane interference static balance.
for a particular rotor on a balancing machine. Correction plane
interference means a deviation of the indication on the balancing Dynamic unbalance
machine regarding one correction plane that occurs when unbalance A state of unbalance in a rigid rotor where the central principal axis
is changed in another correction plane. and the rotation axis do not coincide and do not cross each other at
Smaller correction plane interference increases the efficiency of the center of mass.
balancing. The plane separation is calculated either by an electric
circuit or in the measurement system or by software. Residual unbalance
An unbalance that remains in a rotor after a balancing operation.
Principal axis
There are three principal axes of the moment of inertia of a rigid Initial unbalance
body through the center of mass of that body, mutually The unbalance that exists in a rotor before balancing.
perpendicular to each other. The nearest one of these axes to the Minimum achievable residual unbalance
rotation axis is called the central principal axis. This principal axis of The amount of the minimum residual unbalance that can be
inertia is called either a balance axis or a mass axis. achieved by using a particular balancing machine. This indicates the
Static unbalance critical performance of a balancing machine, which is denoted as
A state of unbalance of a rigid rotor where the central principal axis Umar.
is displaced from the rotation axis but is parallel to it. Field balancing equipment
It is a state where an unbalance exists in the plane of the center of A measurement instrument that utilizes both bearings and rotating
mass of a perfectly balanced rotor. mechanisms of the machine itself that is to be balanced.
Dynamic balancing machine that detects Dynamic balancing machine that detects
Outline unbalance as a centrifugal force by using a very unbalance as a vibration by using a flexible
rigid bearing system. bearing system.
Detects centrifugal force that acts on the bearing Detects vibration of the bearing.
1. Measures a small displacement between A velocity detector is inserted between the
Method of bearing benches where bearings are supported bearing and the frame.
detection by hard springs.
2. A force detector is inserted between the
bearing and the frame.
The natural frequency of the bearing is higher than the The natural frequency of the bearing is lower than the
rotational speed. rotational speed. Phase
Displacement
Natural frequency of Phase
bearing system and X X
f/k e
test rotational speed Displacement
W
Wo(Natural frequency) Wo
Range of test Range of test
rotational speed Rotational speed W rotational speed
Rotors that are manufactured in multi-item, small- Rotors that are mass-produced so that the
lot production runs that necessitate frequent calculation circuit setting does not have to be
changes to the calculation circuit setting; rotors changed frequently; lightweight rotors; very high
Suitable rotors that spend a relatively long time starting and speed rotors.
stopping, so taking an appreciable time to set the
calculation circuits; and rotors having large initial
unbalances.
30
Technical guide
1.Introduction 5.Expression of unbalance
Rotating machine components are becoming increasingly precise, and It is not useful to express the unbalance of a rotor by using the centrifugal
operate at ever-higher speeds, due to the progress of technology. At the force P since this force changes as the rotational speed P changes.
same time, there is a constant demand for higher operational efficiency, Instead, we define an unbalance factor U as the product of an
durability and usability. The primary factor that degrades the performance unbalanced mass m positioned at radius r as given by the following:
and service life of components operating at high speeds is vibration, U=mr
In practice, unbalance is expressed in the unit g• mm. The larger unit
which in turn produces the associated problems of discomfort, noise and
g• cm is also widely used. (Note that unbalance is the product of mass
fatigue in anyone who has to work in the vicinity.
and length: this is quite different from torque which is the product of force
Balancing of rotating components (rotors) is the most fundamental and and length and whose units are N•m or kgf• m.)
effective process for minimizing vibration in machines, and thus is one of In practice, the effect of an unbalance requires closer consideration than
the most indispensable processes in manufacturing machinery. the amount of unbalance itself. Usually, a rotor having a large mass will
This technical guide explains balancing in terms of design, manufacturing not be influenced unduly by a relatively large unbalance.
and inspection of rotors. Therefore, it is convenient to use the ratio of the unbalance U to the rotor
mass M as a measure of indicating the quality of balance, independently
2.Definition of unbalance (balancing) of the mass of the rotor, as follows:
When a rotor is rotated, centrifugal forces are applied to all parts of the e=U/M=mr/M
rotor depending on the distribution of the rotor’s mass. If these forces are Here e is a vector having the dimensions of length, which is given in units
distributed symmetrically around the rotation axis then the forces act in of 1/1000mm (1µm) when m is expressed in g, r in mm and M in kg.
opposite directions and cancel each other out. Accordingly, no This quantity used to be called the ‘eccentric center of gravity’ since it
unbalanced forces act on the rotating axis and so the rotor will not vibrate coincides with the displacement (eccentricity) of the center of gravity of
its bearings. In this situation the rotor is said to be in a balanced state. the rotor. In the current JIS (Japanese Industrial Standard) terminology, it
is called ‘specific unbalance’ because it indicates the ratio of unbalance
On the other hand, if the centrifugal forces are asymmetric, then the
to rotor mass. By using this quantity the quality of balance can be
difference between forces acts on the rotor and so the bearings will be
determined for any rotor, irrespective of its mass.
vibrated. The non-uniformity of mass distribution in a rotor, which causes
a difference of force, is called unbalance. In other words, unbalance is 6.Kinds of unbalance states
considered to be either extra mass or a shortage of mass on a perfectly The above-mentioned unbalance of a disk-shaped thin rotor is called
balanced rotor. static unbalance, because this kind of unbalance is detected by a static
method like rolling. A rotor in static unbalance can be balanced by
3.Cause of unbalance attaching one balance mass. Thus this kind of balancing is called single-
Unbalance occurs due to the following reasons. plane balancing.
● The shape of the rotor is unsymmetrical. A rotor which is long in the axial direction can be considered to consist of
●The shape of the surface portion of the rotor before machining is unsymmetrical. many thin disk-shaped rotors stacked together in the axial direction. Each
● Unsymmetricality exists due to a machining error. thin disk-shaped rotor would have its own unbalance in amount and
● The material is not uniform, especially in castings. direction. These multiple unbalances can be replaced by unbalances
● A deformation exists due to a distortion. on e
● An eccentricity exists due to a fitting error.
● An eccentricity exists in the inner ring of a bearing. e r
● A deformation exists due to a centrifugal force. M
● Non-uniformity exists in handling either keys or key seats.
● Non-uniformity exists in the mass of flange screws.
r
4.What is balancing? M m
Balancing means a process of restoring a rotor which has unbalance to a m
balanced state by adjusting the mass distribution of the rotor (the same
meaning as correction of unbalance). Fig. 2
Single plane balancing. This is applied to thin disk-shaped rotors.
4-1The necessity of balancing
Rotating a rotor which has unbalance causes the following problems.
● The whole machine vibrates. just two separate sectional planes of the rotor. This kind of unbalance is
● Noise occurs due to vibration of the whole machine. called dynamic unbalance. The rotor can be perfectly balanced by
● Bearing wear may shorten the life of the machine. balancing (i.e. correcting) the unbalances on the two planes. Therefore,
● The performance of a rotating machine deteriorates. these two planes are called correcting planes.
● The machine will fail in the worst case. The direction and amount of unbalance may vary for the same dynamic
● Passengers of a vehicle may feel discomfort. unbalance by changing the selection of correction planes.
Obtaining a balanced state using two planes as described above is called
4-2Vibration due to unbalance and method of balancing
two-plane balancing.
Assume that a mass of m [kg] is added to a balanced thin-disk rotor at a
U3 ’
distance of r [m] from its center. When the rotor is rotated at a speed of n B U2 ’ Ua
U2 Ub U3”
[min-1], the centrifugal force exerted on the rotor by this mass is U2” Ub
U1
P=mr ω 2 Ua U3
U1 ’ U1”
where ω represents the angular speed of rotation (ω=2πn/60) and P is A
)
a1
expressed in [N] (Newton). The centrifugal force P changes its direction (1-
Plane A Plane B
as the rotor rotates, which repeatedly acts on the bearing portion and so a1
causes vibration of the whole machine. Fig. 3
ω Unbalances U1, U2 and U3 distributed on a rotor which is long in the axial
P=m •r• ω2 direction can be substituted by two independent unbalance vectors Ua and
Ub on correction planes A and B respectively.
Fig. 1
m A disk rotor with a mass M has an Dynamic unbalance is divided into static unbalance and couple
r
unbalanced mass m at a distance r from
G its center. unbalance. Couple unbalance is a state where unbalances on the two
The mass m shifts the center of gravity of planes are the same in amount but opposite in direction to each other. It is
O e the rotor by an amount e, and results in an impossible to detect couple unbalance by the rolling method because
M
unbalanced centrifugal force P when the
couple unbalance is a state obtained as a result of balancing a dynamic
disk is rotated at an angular speed ω.
unbalance by the rolling method. In this balancing process, the amount
and direction of remaining couple unbalance may differ according to
The centrifugal force P can be canceled by adding another mass m' where the static unbalance is corrected. The remaining couple unbalance
directly opposite to m so that m' r' = mr. Of course, the same effect can generally becomes smaller when the static unbalance is corrected on the
be obtained by removing m instead of adding m'. plane including the center of gravity of the rotor.
31
Fig. 4
Dynamic unbalances Ua and Ub on planes
A and B respectively can be resolved to one Us=Ua+Ub
static unbalance Us which is equal to Ua+Ub
and a couple unbalance M which is equal to
Ub(1-z)-Uaz on an arbitrary plane C. Ub
Ua
Ub
7.Relation between unbalance and Ua A rotor in which this deformation is negligible in practical use is called a
specific unbalance in two-plane rigid rotor, while a rotor in which this deformation cannot be ignored is
correction B called a flexible rotor. Therefore, a particular rotor can be a rigid rotor
The relationship between unbalance when the revolution speed is low, but may become a flexible rotor when
and specific unbalance for thin disk- A the revolution speed is increased.
shaped rotors is described above. Among the many rotating parts in automobiles the propeller shaft,
-Ub
Two-plane correction for rotors which especially one which includes two joints with long shafts, is generally
-Ua
are long in the axial direction is considered to be a flexible rotor.
handled in the following manner. z) The boundary speed which separates the rigid rotor and the flexible rotor
(1-
Unbalance is expressed as U = Me is called the critical speed. The critical speed literally means the rotational
where M is the mass of a rotor and e z speed at which the rotor becomes dangerous due to speed-induced
is its specific unbalance. This defines 1 uncontrolled unbalance. There is a succession of critical speeds: first
the relationship between unbalance order, second order, and so on, each one corresponding to a particular
and specific unbalance when only deformation mode.
one unbalanced mass in one plane exists. In two-plane balancing, Balancing of a flexible rotor requires elimination of speed-induced rotor
however, two unbalance masses exist, thus the unbalance has to be deformation. This means that more correction planes become necessary
distributed to each correction plane with a mass of U/2. Accordingly the in addition to the two basic correction planes. The number of additional
unbalance on the correction plane becomes eM/2. This is regarded as correction planes needed for eliminating deformation of a rotor is the
the relation between a half of the rotor mass M/2 and unbalance on the same as the order of the critical speed. That is, three correction planes
correction plane U', which is expressed as: are necessary for eliminating rotor deformation up to the first-order critical
U’=eM/2 speed, and four correction planes are necessary up to the second-order
The unbalances which are generally given on drawings and specifications critical speed. This kind of correction is called multi-plane balancing of a
usually mean this U' on the correction plane. Care should be taken when flexible rotor. The rotational speed in balancing a flexible rotor usually has
converting unbalance to specific unbalance as to whether it is a single-plane to be the speed at which the rotor is to be operated.
balancing or a two-plane balancing. U’=m/2•r The rotational speed for balancing a rigid rotor is arbitrary. Therefore, it is
not necessary to balance a rigid rotor at the actualoperating speed but
r the speed for balancing is selected by considering accuracy, economy
U’=m/2•r
and efficiency of the balancing process.
G
e 10.Balancing a rotor having restricted correction locations
r Crankshafts are balanced by drilling holes in counterbalancing lobes.
1
However, these do not exist everywhere on the circumferences. Thus if
an unbalance is present at an angle where a lobe does not exist, the
1
unbalance cannot readily be corrected. However, this kind of unbalance
can be corrected by providing auxiliary correction planes on to the rotor.
Fig. 5
Unbalance and specific unbalance in two-plane balancing A correction that uses such auxiliary correction planes is called multi-
plane balancing of a rigid rotor.
8.Kinds of balancing machines
Balancing is usually executed by either adding or removing a certain
It is impossible to measure dynamic unbalance by static methods such as
the rolling method because dynamic unbalance is composed of static -5 3
unbalance and couple unbalance which cannot be detected by the rolling
method. A balancing machine is therefore necessary which detects
centrifugal forces by rotating the rotor. This kind of balancing machine is 8
called a two-plane balancing machine or dynamic balancing machine
since it executes balancing on two correction planes.
Fig. 7 5 5
On the other hand, a balancing machine which measures only static Multi-plane balancing of a crankshaft by using an auxiliary correction plane
unbalance is called a single-plane balancing machine or static balancing
machine. A gravitational (non-rotating) balancing machine which mass at a certain angle and radius, which is called a polar coordinate
measures unbalance without rotating the rotor is occasionally used since correction. However, the angle for correction is restricted in rotors such
static unbalance can be measured by a static method such as the rolling as fans. In this case, the general method is to firstly select the direction
method where the rotor is not rotated. However, it is generally difficult to for correction and then to determine how much mass is to be added or
obtain sufficient sensitivity and accuracy by non-rotating methods, thus subtracted in that direction. This method is called components of a force
rotating methods are more widely used. This kind of balancing machine is correction or components correction.
also called a centrifugal (rotational) balancing machine. V
mv
m U U
9.Deformable rotors (flexible rotors) Uv
As described above, a perfectly balanced state is obtained by using
θ
single-plane balancing. However, if a balanced rotor is sliced H
Uh mh
perpendicular to the rotation axis, each sliced rotor having a disk shape
still contains unbalance in it. Therefore, when a rotor which has been
balanced by two-plane balancing is rotated, each disk-shaped rotor is (a) (b)
subject to respective centrifugal forces, which deform the rotor. This
#1
deformation of the rotor displaces the center of gravity of each thin disk- 0º
shaped rotor, which results in a change of unbalance. U
U1
U/2 U
U0 U #2 #5
U5
U
U/2 U240
-U 120º 240º
(c) #3 #4 (d)
Fig. 8
Fig. 6 -U An example of components of a force correction (components correction)
-U Multi-plane balancing of flexible rotors a) Polar coordinate correction b) 90-degree components of a force correction c)
Balancing up to the first-order mode is carried out on three correction planes. 120-degree components of a force correction d) Components of a force correction
Balancing up to the second-order mode is carried out on four correction planes. in five directions
32
Balance quality of rotors
11.Accuracy of balancing Types of rotors 1 2 3 4
Balancing to the achievable limit is generally not only uneconomical but Mass center is located at the center of three sections yes yes — no
which are equally divided between bearings.
also technologically meaningless even if it is possible to measure very
small amounts of unbalance. Therefore, the most appropriate limit of Number of correction planes between bearings. 2 0 — —
balancing is assessed from an economical point of view, although this limit Distance between correction planes is larger yes yes no yes
than one third of that between bearings.
should be determined through experimental studies for each type of rotor.
Mass center is located at either of four central sections among
yes — — —
This limit is defined in JIS B 0905 as the balance quality of a rigid rotor. ten sections which are equally divided between correction planes.
As described above, specific unbalance (e [µm]) is used to express the
In case of rotor type 3 Correction plane 1 Correction plane 2
unbalance state of a rotor independently of its mass and shape. However,
above, the allowable
the effect of unbalance on the function of the rotor inevitably varies
unbalance is determined
according to its rotational speed. It is empirically known that the value of e
for each of static
which has the same degree of effect on the function is in inverse
unbalance and couple
proportion to the maximum working speed N [min-1] of the rotor, which
unbalance.
means that eN is a constant value. For this reason, JIS (ISO) defines the
Rotor type 1 has a Bearing (left) Bearing (right)
product of specific unbalance and rotational speed as the balance quality.
shape similar to a Range of location of mass center
The balance quality has the unit of [mm/s] because the speed and specific
certification rotor, rotor
unbalance are [rad/s] and [mm] respectively. The grade of the balance
type 2 similar to a wheel, and rotor type 3 similar to a thin disk.
quality is expressed by putting a letter G before a number which
represents eN. Note that the speed used in defining the balance quality is Balance quality of rigid rotors (JIS B 0905-1992)
not the speed for measuring unbalance. Unbalance of a rigid rotor does Balancing at an unnecessarily high accuracy is not only inefficient in
not necessarily have to be measured at its actual operating speed; operation but also does not further reduce vibration due to unbalance.
indeed, it is more economical to measure unbalance at a lower speed Therefore, an appropriate allowable unbalance has to be determined
where sufficient sensitivity and accuracy are obtained in the balancing according to the types of rotors and machines and their operating
machine. Refer to the graph showing allowable unbalance in the section conditions. "Rotating machines: balance quality of rigid rotors" defined in
"Balance quality of rotating machines". JIS B 0905 (ISO 1940) is useful for determining allowable unbalances.
The following explanation is in accordance with the above JIS.
The amount of unbalance is generally expressed in g•mm or g•cm. This
is occasionally expressed in grams at a certain radius. However, the
amount of unbalance itself is not sufficient as a parameter for evaluating
the quality of a rotor because the same amount of unbalance has
different effects on the rotor according to its size and actual operating
speed. For example, it may not be necessary to balance a rotor having a
mass of 100kg to the same g•mm of unbalance as a rotor having a mass
of 10kg. Also, it is clearly unnecessary to balance a rotor which is used at
a speed of 100 min-1 to the same accuracy as a rotor which is used at
1000 min-1. From this viewpoint, the balance quality defined in JIS has
an advantage that it can express the degree of unbalance irrespective of
both the size of the rotor and the rotating speed.
Balance quality
The JIS (Japan Industrial Standard) terminology (JIS B 0153-1985)
defines balance quality as an amount used for indicating the degree
of balance in rigid rotors which is the product of specific unbalance
and a certain designated angular speed.
Balance quality =
e •n
9.55
33
3.Calculate the allowable residual unbalance from the allowable residual 100000
G
16
specific unbalance and mass of the rotor: 00
G
63
Allowable residual unbalance Uper = eperm (g • mm) 0
4.Allocate the allowable residual unbalance to unbalances on each actual
G
25
correction plane. The method of calculation for the allocation may differ 0
10000
according to the relationship between positions of bearings, positions of
correction planes, rotor mass and the position of the mass center.
G
10
0
1000
G
16
100
G
6.
3
10
G
2.
5
G
1
1
G
0.
4
0.1
0.04
30 5 100 2 3 4 5 1000 2 3 4 5 10000 2 3 4 5 100000
■Grade of balance quality recommended for various rotating machines (JIS B 0905-1992)
Grade of Upper limit of Examples of rotor types
balance balance quality
quality mm/s (Cpre✕ω)
G4000 4000 ● Rigidly supported crankshaft system4) of low speed marine diesel engines3) whose number of cylinders is an odd number
G1600 1600 ● Rigidly supported crankshaft system4) of large two-stroke cycle engines
G630 630 ● Rigidly supported crankshaft system4) of large four-cycle engines ● Flexibly supported crankshaft system4) of marine diesel engines3)
G250 250 ● Rigidly supported crankshaft system4) of high speed four-cylinder diesel engines3)
G100 100 ● Crankshaft system of high speed diesel engines3) with six cylinders or more ● Complete engines (either gasoline or diesel) for automobiles, trucks and railroad cars
G40 40 ● Wheels, rims, wheel sets and drive shafts for automobiles ● Flexibly supported crankshaft system4) of high speed four-cycle engines3) (either gasoline or diesel) with six cylinders
or more ● Crankshaft system4) for automobiles, trucks and railroad cars
G16 16 ● Drive shafts (propeller shafts and Cardan shafts) having specific requirements ● Parts of crushers ● Parts of farming machines
● Parts of engines (either gasoline or diesel) for automobiles, trucks and railroad cars/Crankshaft system 4) with six cylinders or more having specific requirements
G6.3 6.3 ● Machines for processing plants ● Turbine blades for main engines of merchant ships ● Drums for centrifugal separators ● Paper-making rolls and printing rolls ● Fans
● Completed gas turbine rotors for airplanes ● Flywheels ● Impellers of pumps ● Parts of machine tools and general machinery ● Medium- and large-sized armatures having no
specific requirements for electric motors with axial center height of 80mm or more ●Small-sized armatures (mainly mass-production type) either for use being insensitive to vibration
or for use with insulation against vibration ● Engine parts having specific requirements
G2.5 2.5 ● Gas turbines, steam turbines and main engine turbines for merchant ships ● Rigid rotors for turbo generators ● Storage drums and disk turbo compressors for computers
●Main spindles for machine tools ●Medium- and large-sized armatures having specific requirements ●Small-sized armatures (excluding those defined in G6.3 and G1) ●Turbine-driven pumps
G1 1 ● Rotating parts of tape recorders and acoustic appliances ● Grinding wheel spindles of grinding machines ● Small-sized armatures having specific requirements
G0.4 0.4 ● Grinding wheel spindles of precision grinding machines, grinding wheels and armatures ● Gyroscopes
Notes:
1) ω = 2πn/60 = n/9.55 where n is in rev/min and ω is in rad/s
2) Refer to the JIS text regarding the allocation of allowable residual unbalance to each correction plane.
3) This standard refers to engines whose piston speed is 9m/s or lower as low speed engines and refers to engines whose piston speed is higher than 9m/s as high speed
engines.
4) Crankshaft system includes the crankshaft itself, clutch, pulleys, dampers and connecting rods.
5) Regarding a completed engine, mass of its rotor means the total mass of all parts included in its crankshaft system.
[Remarks] Writing form of balance quality in drawings: G6.3: 300g•mm
34
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