Correcting Shaft Misalignment: Three Steps to Smooth Production
By Paul Michalicka
Misalignment is one of the most common causes of rotating component malfunction. Misaligned shafts and belts are inherently at risk of failure and are a primary cause of bearing fatigue, which accounts for 36% of all premature bearing failures.
Misalignment also damages seals and couplings. Often, lubrication problems are traceable to seals that have been compromised by shaft or belt misalignment. Simply replacing a seal will not stop future seal failure and associated loss of lubricant. The solution lies in correcting the shaft or belt misalignment.
Moreover, the increased forces necessary to put rotating components into motion when shafts or belts are misaligned will increase the cost of energy usage by a minimum of 3%. All points considered, shaft alignment is one of the most important practices a mine can apply to an overall equipment maintenance program.
Use the Right Tools
Best practices exist for measuring and correcting
misalignment, and they start with the
use of advanced instruments designed
specifically for the job, but first, a word about
practices to avoid. One common method
used to check and align both shafts and belts
is visual inspection combined with a straight
edge. For shaft alignment, the straight edge
is simply positioned on two bearings supporting
one or more shafts, while the maintenance
technician relies on a visual examination
to determine if the components are in
alignment. Belt alignment likewise makes
use of visual inspection, with the straightedge
touching two opposing pulley wheels.
While the practice is simple and fast, it does
not provide the accuracy necessary to consistently
and properly align components.
The use of dial indicators is another prevalent way to measure misalignment. Dial indicators provide a high degree of accuracy, but present certain drawbacks. For example, they require a degree of technical skill to use properly. Further, they do not provide real time values that allow technicians to simultaneously measure and attain correct alignment. Instead, the indicators need to be removed and then reinstalled after the completion of each alignment adjustment. Critical measurements include coupling and feet values. Feet values indicate whether the pedestal or footing on which the machine rests is loose or in some other way compromised. Coupling values report the integrity of a coupling connecting two shafts.
Step One: Checking
for Misalignment
Laser-guided tools for both shaft and belt
alignment are accurate, easy to use and
require only a single installation. Shaft
alignment laser-guided tools consist of two
units, each capable of emitting a precise
laser beam and of detecting a laser beam
from its mate, plus a hand-held control
device. In the mining industry, crushers
may experience shaft misalignment.
Typically, a crusher has a shaft and a cone,
and is driven by an electric motor. To measure
alignment between the two machines,
the maintenance technician places one
laser unit on the motor’s shaft and one on
the crusher’s shaft. The units securely
mount to shafts via magnetic brackets
and/or magnetic chain. In operation, the
technician activates the instrument via the
hand-held control device and each unit
emits a precise laser line projected onto
the other unit’s detector. A display on the
hand-held device provides real-time coupling
and feet values during the alignment
process, avoiding the need to remove and
reinstall the measuring units after each
alignment adjustment. An important added
benefit: the tool documents the values,
which can be downloaded to a PC and used
as a benchmark for future alignment
inspections.
Belt alignment laser-guided tools consist of just two components, a laser emitting unit and a 3-D receiver. The tool uses V-guides along with powerful magnets that quickly attach in the pulley groove to facilitate alignment of pulleys even if they have unequal widths or dissimilar faces.
When Should These Tools
be Used?
Alignment checks should be performed
whenever vibration, high operating temperatures
or noise lead a maintenance technician
to suspect an alignment problem
might exist. These are primary symptoms
of shaft and belt misalignment.
Hand-held instruments have been developed that provide an overall velocity vibration reading. The reading measures a machine’s vibration signals and compares them with preprogrammed ISO guidelines. The instrument generates an alert when measurements exceed the guidelines. It can also produce two different measurements for each point of measurement on a machine. These are overall velocity and enveloped acceleration. The same instrument measures the surface temperature of each measurement location.
Also of value to maintenance personnel is a new generation of stroboscopes that allow users to measure rotational speed and examine belts, pulleys and other moving parts as though they were stationary. The stroboscopes employ LED technology that makes it easier to see the belts in operation. A display clearly shows flashes per minute, reciprocating speed and other metrics. Operating speeds that are slower than previously recorded speeds and worn belts are usually signs of misalignment.
Step Two: Correcting
Misalignment
Once misalignment has been detected,
procedures must be taken to correct it.
“Soft foot” is among the most common
causes of misalignment. Accordingly, one
of the first actions to take when tackling
machine misalignment is to check the
equipment’s foundation and employ a suitable
shaft alignment tool to identify and
correct potential soft foot conditions. Some
laser-guided alignment tools have a “soft
foot operation” capability that guides the
user through corrective procedures.
Usually, shim plates, which can be sourced
in packs of varying dimensions to accommodate
differing adjustment needs, are
capable of bringing machines back into
both vertical and horizontal alignment.
It is important to note that when two machines are misaligned, one will be designated the stationary machine and the other movable. It is the movable machine, usually a motor, that will be shimmed into alignment with its counterpart, such as a conveyor or crusher.
Bearings out of square with their housings are another common cause of misalignment. Often a condition of wear, the out of square bearing and/or its housing will need to be corrected or replaced in order to bring machines back into alignment.
Step Three: Maintaining
Proper Alignment
Once misalignment has been detected and
its cause determined and corrected, it is
important to maintain proper alignment to
keep production running smoothly. As part of
this maintenance, alignment checks should
also be performed to document alignment
conditions before a machine is removed from
service. This gives users the ability to install
new or rebuilt machines with the same proper
alignment values. Also, a maintenance
program should include periodic checks to
verify conditions are within tolerance.
Taking these three simple steps to detect, correct and maintain proper shaft and belt alignment can prevent costly, unplanned downtime in the mining industry. Fortunately, today’s equipment makes these three steps easier than ever.
Alignment in Action Consider a hypothetical example that illustrates the value of using current technology to measure and correct misalignment: A mining conveyor that transports 4,000 tons of coal per hour exhibits excessive vibration, causing concern over the machine’s reliability. An unplanned stoppage due to catastrophic component failure would cost the mining operation approximately $10,000 per hour in lost production, plus labor and potential repair and replacement costs for motors, bearings, seals and couplings. A decision is made to inspect the conveyor’s head pulley, a likely source of conveyor vibration. Examination of the pulley’s belts with a stroboscope shows belt wear and further investigation with a laser-guided belt alignment tool reveals that the pulley is misaligned. With data in hand from the two inspections, mining personnel are able to 1) pinpoint the exact cause of vibration, and 2) determine if corrective action on the pulley can wait until the next planned maintenance interval, eliminating the need for unplanned and costly equipment downtime |