When you are installing a new machinery in a facility of the organization, there are certain issues. These issues are listed from top to the bottom categorized on the basis of seriousness. The top of the list is shaft alignment. It is the most common issue while installing the machinery. It occurs due to lack of training or of precision instruments, as well as measurement misconceptions. Most organizations think they have achieved alignment just because an instrument showed so. They don’t take the stress and heating mechanisms into account which causes misalignment between the colinear wings of the shaft.
The second issue is the measurement in the base. The machinery installation should start with the removal of stress. The best place to start doing this is by making sure the base is level and flat. You can’t just use any off the shelf leveling tool for that. You need to stick to the height and level measurements from the surface. The third issue is soft-foot. It occurs when one foot of the machine is not in level with the other one. It can cause distortion in the machine casing. It also affects alignment measurements when you are checking for correctness. Download our Soft Foot: Causes, Characteristics and Solutions for the in depth causes and characteristics of soft foot conditions and how to diagnose and solve them
Then comes the pipe strain that causes shaft deflection and case distortion that leads to pump failure. So, you need to avoid putting stress on the pipe. The next one on the list is offline to running. It occurs because of thermal growth in the machine. You can change operating temperature for reducing the initial start-up tork. But there will still be some amount of tork that can lead to this issue. The sixth issue is coupling run-out and machine looseness. It causes vibration in the machine just like misalignment. You can find it out using a dial indicator. You should look for the run-out in coupling and also check the bearings. Watch our Shaft Alignment Know-How video to learn about the effects of running equipment with pipe stress
The number seven is moving the machine. You need to have control when you are moving a machine to avoid sliding. You can use jacking-bolts for that but you need to check the integrity of the bolts as well. You can use the laser to fix this issue or by using graph paper to show how to optimize the machine movement. The next issue is hardware because it makes a lot of difference. Use of poor hardware like nuts, bolts, and key chains can cause machinery issues too. You also need to use proper tools while tightening the bolts and make sure they are calibrated right for the job.
All of this depends on the training because they need to be able to use all the necessary tools. They need to have the proper training. They should be able to do more than just pushing the right buttons. They need to be guided about the proper machinery installation. They should be trained at a standard level for this. The last but not the least thing is to have proper documentation of the quality measures that are taken because it helps you understand the operational phase of the machine.
When you are working with nature, you treat it with respect. And that’s what this dam facility on the Kootenay River in British Columbia does (image, above left). When you harness the power of a river you need your control systems to work. The spillway gates control the level of the dam and in this example, it is lifted and lowered by two Worm Drives that are approximately 33 feet apart, so it’s a large gate. Pictured (above right) is one of the worm drives.
The drive motor and gearbox are mounted in the middle and the complete system is being replaced. As with any machinery installation work there will be a lot of alignment work required, including the two drive shafts which are 176 inches in length.
Chad Hansen of CH Mechanical was asked to do the shaft alignment work on the complete drive. Chad owns an EASY LASER XT660 shaft alignment tool which can cover a measurement distance of over 66 feet. He is confident he can do this work however, as the largest span from worm drive to worm drive is 33 feet. But the work doesn’t start on site, it starts back in the shop.
Aligning the Drive Assembly
This is the drive assembly (image below) for the two jackshafts that drive the worm drives, which opens/closes the gate. A new base had been fabricated, which in its self is a nice piece of work! Notice that it has four different levels with machine components attached. That’s 8 mounting foot pads, one for each mounting bolt. Each of these mounting surfaces should be flat. Each set of mounting pads should also be coplanar; for example, the four foot pads for the motor should be flat. I could go on about the importance of base flatness but i’ll leave that for another post!)
Now let’s look at the machine’s components. A good-sized motor with standard mounting feet has a shaft coupled with a chain coupling. This connects to the short spacer shaft supported by two pillow block bearings. This is coupled with a flange-mounted rigid coupling which then connects to a drum brake that is mounted on the gearbox input shaft. Now for the gearbox. The one output shaft is obvious, coming out of the front side of the gearbox (left side of image) with the shaft parallel to the motor shaft. The other shaft is harder to see, on the opposite side, under the drum brake pedestal running underneath the motor. The motor and pillow block base will be removed during the installation but this pre-assemble is to make sure it all fits without being bolt-bound or base-bound.
The most important aspect of this machine’s installation is mounting the gearbox and setting the brake, and that where Chad starts. The gearbox input shaft must be parallel with the mounting surface of the brake. This can be achieved by shimming the gearbox and/or the brake. It’s usually a combination of both to get the optimum move but its time well spent. The end goal is that there is no gearbox shaft deflection when the brake is applied. This means no angle or offset. Next, the spacer shaft is aligned to the gearbox shaft. This is a rigid coupling, so it is best to do this with the coupling open (separated). This is done by using the two built-in electronic inclinometers in the measuring units and either the 9-12-3 measurement method or EasyTurn measurement method. Either way you get a high accuracy, repeatable alignment.
After this you can align the motor to the spacer shaft. With the Easy-Laser XT660 Shaft Alignment tool Chad has different measurement method options because this alignment work is important. Here, he can use the multipoint measurement method and take a series of measurements. He can align the motor to the spacer shaft then go over the top to align the motor to the gearbox shaft, his choice. He can use the new ANSI standard tolerances which is in the display and will be shown in the report.
Installing the Drive Assembly and Aligning the Jackshafts
The whole gearbox and drive assembly are installed on site. However, the bearing pedestal, motor, and motor base has been removed for easy access (image, below left).
The right-side jackshaft is installed first, that’s the one closest to the dam. You can see the moveable laser/detector unit mounted on the output shaft just below the drum brake. The worm drive (image, above right) will be the stationary machine with the other laser/detector mounted. The laser alignment data is collected using EASY-LASER’s EasyTurn measurement method with the results showing the amount of misalignment and in which direction they need to move the machine.
The alignment work is completed. There is a little wiggle room at the worm drives however, most of the corrections are made by moving the drive assembly. CH Mechanical uses the new ANSI alignment tolerance for spacer/jackshafts. They are well within spec so it’s a job well done. The actual numbers remain the property of the Dam, so we won’t publish them. However, there is a lot of margin on a 176-inch shaft length. That’s not to say that it’s a quick job, its not. Its actually a very complex job made easy by Chad Hansen and his EASY-LASER XT660 shaft alignment tool.
Thank you John Lambert with Benchmark PDM for sharing this successful story with us!
Ultrasound is a guide to precision grease replenishment in motor bearings. It is also known for its versatility for leak detection, valve assessment and electrical fault detection.
Acoustic lubrication is an integral component of ultrasound programs. Fewer than 95 percent of all roller bearings reach their full engineered life span, and lubrication is the culprit in most cases. In fact, poor lubrication practices account for as much as 40 percent of all premature bearing failures. Yet, when ultrasound is used to assess lubrication needs and schedule grease replenishment intervals, that number drops below 10 percent. What would 30 percent fewer bearing related failures mean for an organization? Download our 5-STEP Acoustic Lubrication Procedure – An effective lubrication procedure to grease bearings right
To understand the role precision lubrication plays in bearing life extension, it helps to understand basics of bearings, their lubrication mechanism and how ultrasound helps.
The insides of a bearing consist of four components. The inner and outer raceways form a path for the rolling elements to glide on a thin film of lubricant. A metal cage separates the rolling elements, keeping them evenly spaced to distribute the load and stop them from crashing into one another. These components move in concert producing frictional forces from rotational inertia, surface load, misalignment, imbalance and defects. Zero friction is impossible, but optimal levels of friction are achievable with correct installation techniques and proper amounts of lubricant. Download our Induction Heating Procedure – Bearing Mounting – A simple and safe procedure for proper bearing installation
Ultrasound works on the FIT principle—it responds well to defects that produce friction, impacting and turbulence (FIT). For motor bearings, two of these phenomena apply: friction and impacting. Ultrasound detects high-frequency signals produced when two surfaces slide together or come in contact with any force. Stage 1 bearing failures happen at the micro level. Because ultrasound ignores low-frequency audible signals, it forms the perfect companion for measuring, trending and analyzing defects despite high levels of noisy interference encountered on the factory floor.
Ultrasound detectors detect friction and impacting as acoustic energy from rolling friction and defect impulses. When lubricant levels are optimum, the energy created is at its lowest. As frictional forces increase, so does the acoustic energy. Ultrasound instruments measure friction and impacting as energy using the scaled value dBµV (decibels/microvolt). The results are presented as condition indicators, and there are four of them:
root mean square (RMS)—an indicator of friction
maxRMS—an indicator of stability
peak—an indicator of impacting
crest factor—which surmises the relationship between friction and impacts
Condition indicators are most responsible for transforming ultrasound technology from a simplistic, “point the gun and pull the trigger” gadget, to being recognized as analysis and trending technology. Condition indicators add validity to trending by going beyond the single decibel. If a user currently uses an ultrasonic gun that does not have condition indicators, they should question the data. Click here to read the entire article “Use Ultrasound to Optimize Grease Replenishment”
Understanding the Key Components of an Effective Lubrication Program
Lubrication is often overlooked in organizations. Why it is overlooked, I am unsure. Maybe it is because it is considered to be a basic job, given to the apprentice, or it is just too simple to not to do it correctly.
However, with a focus on lubrication, many failure mechanisms can be reduced and the equipment life prolonged. But implementing an effective and world-class lubrication program is not simple. It requires a dedicated focus to implement and sustain. Below is my list of what I look for when evaluating a lubrication program.
Properly Trained Specialists – Any program worth implementing requires having staff trained properly. Depending on where the focus is, there are many different options for training and certification in machinery lubrication. The International Council for Machinery Lubrication (ICML) offers numerous certifications and levels, whether you are a technician, analyst, or lubrication engineer. Ideally, all technicians that perform lubrication activities will be trained and certified to MLT I, and those managing the program will be a minimum MLT II. Selecting the right training for your staff requires an understanding of where the program will be. Lastly, be sure to select reputable trainers in the field of lubrication.
Proper Storage of Lubrication – A great tell-tale sign of the state of the lubrication program, is to walk through and look at the oil room. How clean is the room? Are there open containers? Are the new lubricants clearly labeled, and in sealed containers? Is old oil mixed in with new oils? Having an organized and clean storage is for lubricants is vital. It is the first step to prevent cross-contamination and contamination of the oil.
Identified Lube Points – Identified lube points is not just labeling each lube point in the field with a colored cap or tag. It may make more sense to have all of the lube points indicated on the PM procedure. The goal here is to make sure all lube points are identified, so not one is missed during the course of a lube route. The lube points also need to have the type and quantity of lubricant required (once again, this may be in the procedure or in the field).
Avoiding Cross-Contamination – By properly labeling the lube points in the field, the chance of cross contaminating the lubricant is reduced, but it is not eliminated. There should be dedicated containers for each type of lubricant (sealed transfer containers, grease guns, etc.). This will ensure there is no potential for cross-contaminating oils with others (as many additives are not compatible with each other).
Preventing Contamination – Preventing contamination is critical to keeping not only the lubricant clean but the machinery as well. Preventing contamination starts with the oil room, and having desiccant breathers and filters on any drums of oil. In the field, there needs to be desiccant breathers and filters as well. Why? As the gearbox heats up and cools, the air inside expands and contracts, which pulls in external air, moisture and anything else in the air. When it comes to greasing, it means appropriately cleaning the grease zerts and grease guns before applying grease to the equipment.
Ensuring Clean Lubricants – Do you think that the oil coming in from the vendor is clean? It may be clean, but is it clean enough for your application? Before transferring oil from the storage container to the asset, it should be filtered to meet the needs of the asset. Use the ISO Cleanliness guidelines to help select the right cleanliness for your application.
Oil Analysis in Place – Oil analysis should be used in two ways. The first is to understand the condition of the lubricant and make an informed decision on whether to change the lubricant or not. The oil replacement should be driven by the condition of the oil, not strictly by time. The second way it is used is to understand what is going on inside the asset by understanding wear particles, etc. The success of an Oil Analysis depends heavily on the collection and handling of the sample. Therefore, I often look for oil sample collection procedures.
Acoustic Lubrication – This takes the time-based re-lubrication task and expands it to ensure that the equipment is neither over lubricated or under lubricated. It also provides insights into the condition of the equipment, complimenting vibration and oil analysis. Download LUDECA’s 5-Step Acoustic Lubrication Procedure – an effective lubrication procedure to grease bearings right
Minimal Lubricants – contamination and improves the purchasing power of the organization.
Effective lubrication takes many of the practices mentioned above and provides a governance framework to support and ensure it is executed as designed. With an effective lubrication program, the organization should see an increase in uptime, a reduction in lubrication consumption and a reduction in the number of lubricants on site. These changes enable the organization to operate more efficiently.
To begin the journey to improve your lubrication program, you do not need a full assessment and massive project. Take one of the items above, learn more about it and start a pilot. Make sure to build a business case with your pilot to capture the benefits and use that as a basis to build the business case for the larger project.
Thank you James Kovacevic with Eruditio LLC for sharing this informative article with us!
We used to assume that once equipment is installed and aligned, it will remain in the same position forever. But this is not always the case.
The alignment should be checked periodically. This valuable information will help you to find problems like pipe stress, unstable foundations, weak frames and loose bolts, among other problems. All the efforts to align your equipment and keep it within tolerance will be worthless if your machinery can’t keep its position. Therefore, the repeatability of the alignment check is your best ally to see how the equipment behaves.
How often should you check?
There are guidelines for how often the alignment should be checked. According to John Piotrowski in his Shaft Alignment Handbook, for newly installed machinery the alignment should be checked after 500 to 2000 hours of intermittent operation, or 1–3 months of continuous operation. If there was no apparent shift in the alignment, then next check should be made at between 4500 and 9000 hours of intermittent operation or 6 months to 1 year of continuous operation. If no apparent shift occurred at any time, then checks should be made every 2–3 years. This interval can of course be influenced by factors such as equipment criticality etc.
If a moderate shift in alignment occurred at any time, then the equipment should be realigned to within acceptable tolerances. If a radical shift occurred, then additional investigation should begin to determine what is causing the shift – a root cause analysis. For example, any indication of excessive wear and tear will also be an indicator of a “non-healthy” machinery installation.
The importance of documentation.
To have properly documented alignment checks is essential to avoid repeating the same installation errors, or to discover and follow up on recurring problems. Of course, there is no exact answer to the headline question. But the documentation will give you a very good understanding of what happens along the way, and help you keep your machinery aligned as long as possible.
Thank you Roman Megela with Easy-Laser for sharing this informative article with us!
We’ve all read about it: leak detection should be a top priority since leaks can account for up to 30 to 40% of consumed volume… So, why is this issue still on the table? Why is it difficult to change things in the field?
In industry, one of the most common applications for ultrasonic detectors is to search for leaks to achieve greater energy savings. For both service providers and maintenance engineers, the hardest task is not so much to localize the leaks, which is child’s play if you have the appropriate tool, but to generate a report of the problems found, organize the required repairs and communicate the resulting savings to management and others within the company. A company-wide cost reduction program will be efficient only if all stakeholders are involved. When the implementation of an efficient program aiming at minimizing the energy costs related to compressed air fails, it is not due to technology, which almost never fails, but to human factors. All surveyed companies that had initiated a leak detection program that did not last over the long term had something in common: a lack of communication.
The successful implementation of an energy-saving strategy relies on good communication between all stakeholders, directly or indirectly. What you need to do is involve five different persons or groups, each having a very specific role to play in this campaign. The first person is the UltrasoundInspector: he/she knows the network and where to find the losses. The second person is the Purchasing Officer: he/she buys the equipment required to manage the program and possibly negotiates power supplies. The third person is the Maintenance Planner: he/she will schedule the repairs to be done after inspection of the network. The fourth group is the Maintenance Supervisor andTechnician(s) who will repair the defects that have been localized. The fifth person involved is the most important one: he/she is the Executive Sponsor whose role is to motivate and drive the project and communicate the savings achieved to all concerned. By highlighting these savings within the company, he/she will make the project come alive with visible and measurable results.
It’s easy to say, but in reality takes a lot of time and organization. However, since the advent of smartphones, tablets and other connected devices in the maintenance world, you can now use free assistance tools available as iOS/Android applications to measure leak-induced costs and document them with pictures. These applications can also be used to assist the various stakeholders and monitor the different steps to complete the implemented program (e.g., LEAKReporter, LeakSurvey). These tools are now able to automatically assess the costs of the defects detected over an entire year. Communication between all departments affected, directly or indirectly, by the program is now simple and natural.
In 2018, we worked with a company located in the North of Manchester, England, which, for many years, has used measuring instruments to detect leaks. However, no energy savings have been observed nor measured. As a result, the team was experiencing a loss of motivation and had given up on its cost reduction strategy. Thus, our customer’s request was simple: give a new life to their projects. The first steps consisted in clearly redefining everyone’s role. The second step was to train the team in the use of newly available tools: leak detector and mobile applications. The third step was to set up a “think tank” inviting all stakeholders to reflect on the best approach to adopt to manage and organize a leak detection campaign before, during and after our intervention (see diagram below). Finally, the fourth step was to celebrate our results with all the persons involved in the project. After two days on site, everyone precisely knew what was expected of him/her. 17 leaks were localized, representing potential yearly savings of 3,934 GBP (4,481 EUR or $5,111 US) and, after the quick repair of 7 leaks; actual savings of 1,648 GBP (1,877 EUR or $2,142 US) were quantified. As a result, the inspector has a better control of his/her network and of compressed air losses and actual needs; the purchasing officer can calculate the return on investment; the technician feels valued by the savings generated from his/her work; and finally, everyone is thankful to the sponsor for (re)establishing communication between the different departments.
Automatic savings sheet and automatic work order were generated by the SDT LEAKREPORTER mobile application.
It is important to ensure that the top cover mounting surface, machine sole plates and rails, and main bearing “landings” of a compressor frame are installed as flat as possible. This ensures that the main bearing bores and internal components remain undistorted and aligned as per their factory specifications.
Ariel Compressors have a strict tolerance for the top rail alignment, and their ER-82 document discusses this in detail. Essentially, if the top rails are flat, the main bores will be as well, and provide a proper run condition for the crankshaft and bearings. There are many ways to perform a flatness check so long as the equipment used meets the Ariel guideline for accuracy. Some people have chosen an inclinometer-based system but systems like the Easy-Laser XT770G add a new dynamic in versatility. When checking a large frame like an Ariel KBB the XT770G gives the user consistent, reproducible measurements they can trust to make critical adjustments. By looking at the elevation of individual points, instead of the rise-over-run between them, the actual repair is made much easier.
The initial setup of the XT770G for a top rail measurement is simple. Because the Laser Transmitter is on a magnetic tilt table, the system can be put anywhere within line-of-sight for the rails to be measured— even on the rails themselves. Either a plate or a tripod may be used to position the laser. Before placing the sensor on the rail via magnet, you want to make sure the rails are clean and free of debris or excess oil. Once the rails have been cleaned the XT770G is bucked-in, to establish a plane that is reasonably parallel to the surface of the compressor. The system is now ready to take measurements for the required points. The number of points is determined by Ariel, based on the frame model.
Once set up, measurements with the XT770G take less than 5 minutes on a KBB frame or other large scale compressors, due to the freedom of a powerful Bluetooth connection. With the measurement data recorded, adjustments can be made by viewing the information in the rugged XT11 computer or the free iOS and Android applications. Several options are available for referencing the data, such as an All Points Negative, All Points Positive, Best Fit Around Zero, or even Custom Reference Points. These numbers can be plugged into the ER-82 spreadsheet. Reporting may also be done in the field through the USB option, or sent directly to an email address using the Wi-Fi embedded in the XT11 computer. The PDF report is ready to be imported into any work flow management software, keeping all measurements easily documented and ready to archive.
The SDT270 system was used to collect ultrasound data at a methane plant for start-up and commissioning of newly installed equipment to get a baseline condition on the motor’s and gear reducer’s bearings and gears. We were immediately able to pinpoint a defect in the drive end motor bearing using the SDT270 as well as collect and record a sound file (play below) and present it to the customer.
After removal and inspection of the motor bearing it was found that the motor had been stored in a basement and got water into it through the electrical conduit during a monsoon storm that flooded the facility in late summer, causing the bearings to rust and corrode. It was also found that the electrical disconnect box for the motor had water in it as well.
Pump: Progressive Cavity Seepex Pump
Motor: WEG 75HP 1775 RPM
Not only were we able to identify a bearing fault but also the “smoking gun” root cause, thereby thwarting further damage in the electrical system.
After troubleshooting the entire facility we were able to save several other motors stored in the basement that had also had water exposure through the electrical conduits.
A couple of months ago, we were hired to perform an alignment on a motor/gearbox setup with a 9-foot spacer coupling in between. The obstacle this time around was that the spacer coupling was going through a steel support beam. The coupling is round but the hole in the beam was square, just big enough for the coupling to go through. With a circle going through a square, only the corners of the hole were open. This meant that line-of-sight between the two lasers was limited. Because of the obstruction there was no way to obtain data with a continuous reading. Using our dual-laser XT660 system, we decided to take readings in each available corner. We could have taken one point at each 45 degree position. However, taking more points is always beneficial. We decided to take three points (close together) in each of the corners. With two rotations, we obtained excellent repeatability. Once we had repeatable readings, we moved the machine according to the calculated alignment results and aligned it to our customer’s customized tolerances.
Many times we are faced with awkward alignment situations. It is helpful to have an alignment tool that is very easy to use, yet versatile to adapt to these situations. It helped that the Easy-Laser® XT660 allowed us to change measurement modes (in this case to Multipoint mode). It also helped that the tool allowed us to adjust our tolerances to the customer’s particular needs. The customer did not want to use the built-in Easy-Laser tolerances, nor the ANSI standard tolerances that are included in the system. Instead, they were looking to align the machines to within 0.1 thou/inch (or 1.0 thou/10 inches) of angular misalignment at each flex plane. So we created a custom tolerance instantaneously within the tool for this job. The customer was satisfied with the alignment and the report generated with their tolerances.
The recently released Alignment Standard (ANSI/ASA S2.75-2017) from the American National Standards Institute, Washington (ansi.org) took nearly three years to develop. A committee of alignment experts discussed every aspect from safety procedures to the mathematics involved in defining the new standard. Alan Luedeking, CMRP, CRL, of Ludeca Inc., Miami (ludeca.com) a member of that committee, has been involved in the development of alignment standards for significantly longer than three years.
Luedeking remembers the “old days” well. Back then, personnel simply aligned components to the best of their abilities with straightedges or dial indicators. “Those alignments,” he said, “usually weren’t that good, due to sag, span limitations, obstructions to rotation, or whatever. But you did the best you could, and that was good enough because it was all you could do.”
In 1982, Ludeca introduced the world’s first computerized dial indicator alignment system (from the now-defunct Industrial Maintenance Systems Inc.), followed in 1984 by the world’s first laser-alignment system. With the improved measurement resolution and accuracy afforded by the laser sensor, a more precise definition of what constituted a good alignment became necessary. So, according to Luedeking, after poring through the sparse alignment literature that existed, Ludeca developed tolerance tables for short and spacer couplings, which, for lack of anything better, end users readily accepted. “Over time,” he noted, “these tolerance values came to be accepted as the U.S. industry standard and were adopted as the official tolerance standard by various corporate and government entities, including NASA and the U.S. Navy.”
So what are alignment tolerances, and why are they important? As Luedeking described them, “Tolerances exist because absolute perfection does not. No matter how hard you try and how long you work, you will never get a shaft alignment absolutely perfect.” He offered the following detailed discussion as to why, along with some expert advice on the meaning of the new standard and how it can help you improve your operations. Read the entire article “Alignment Tolerances Carved in Stone”
Check out the Easy-Laser XT Series, the only laser alignment platform on the market today with the new ANSI alignment tolerances built-in giving the user the freedom to choose between traditional tolerances, the new ANSI standards, or custom tolerances of the user’s own choosing.
We just returned from performing a stern tube bearing carrier alignment on a large container vessel currently in construction at a leading US shipyard. The one-meter diameter bearing carriers needed to be set to specific tolerances with respect to an established datum line along the longitudinal axis of the ship. Historically, this was accomplished using optics, piano wire and depth gauges. The procedure was time consuming and considering the sizes of some of the vessels being fabricated, performing an alignment was tedious and time consuming work. Sunlight on the hull can cause considerable movement; therefore a faster alignment process would be desirable. Therefore, we were asked to bring in the Easy-Laser E950-B bore alignment system. The quick setup and operation of this wireless laser alignment system made taking bore straightness readings a breeze, saving valuable time on a warm sunny morning in dry dock. The client was pleased with the speed with which the job was performed and the ease of understanding results—a testament to the straightforward design of the E-Series software.
I had the opportunity use the Easy-Laser XT440 to assist a customer aligning a machine that had perpetually given them problems, with bearings always running hot. They had recently aligned the machine with dial indicators, but when we checked, it was off by .007, and this on a 3600 RPM motor. We removed their old shims and did a soft foot check indicating .032 under one of the feet. Further inspection showed an angular gap under one foot. It turns out that when new, someone had ground down the feet on the motor to better align to the pump – obviously not a precision job. We step-shimmed to fill the angular gap, then aligned the machine in a single move. Several of the techniques we used were unfamiliar to these mechanics.
Do your pre-alignment homework to detect and correct foundation issues.
Be sure mechanics are really trained in alignment – not just how to push the buttons. By the way, Ludeca Inc. and I&E Central provide excellent training.
The Easy-Laser XT-Series is a fast, accurate, and incredibly easy-to-use tool for coupling alignment and more. If you use something else, you should see what you are missing!
As Published by Solutions Magazine March/April 2018 issue
by Ana Maria Delgado, CRL and Shon Isenhour, CMRP CAMA CCMP, Founding Partner at Eruditio LLC
During the many root cause analysis (RCA) investigations we facilitate and coach, we notice some themes that continue to manifest themselves in the findings. Often, they are grouped under the heading of precision maintenance or lack thereof. Let’s take a look at some of them and determine if they are also killing your reliability.
The six killers are grouped into three areas: Lubrication, Misalignment and Undiagnosed Wear.
Guest post by John Lambert at Benchmark PDM
Recently I have been seeing the P to F interval curve popping up a lot on my LinkedIn feed and in articles that I have read. It was a concept that I was first introduced to when I was implementing Reliability Centered Maintenance into the Engineering and Maintenance department at the plant where I worked at the time. It was a great idea, that if done correctly is maintenance benefit. Why, because its cost savings and cost avoidance. Let me explain this.
The P to F curve was used as a learning tool for Condition Based Maintenance. The curve is the life expectancy of a machine, an asset. The P is the point when a change in the condition of the machine is detected. The F is when it reaches functional failure. This means that it is not doing the job it was designed to do. For example, if it were a seal that is designed to keep fluids in and contamination out and is now leaking, its in a state of functional failure. Will this put the machine down? Probably not, but it depends on the importance of the seal and the application. This is an important point because the P (potential failure) is a fixed point when you detect the change in condition but the F (failure) is a moving point. Not all warnings of failure put the machine down very often you have options and time.
Consider this: If I have a bucket that has a hole in it, it is in a functional failure state. But can I still use it to bail out my sinking boat? You bet I can!
Failure comes at us in many ways and obviously we have many ways to combat it. If you detect the potential failure early enough (and it can be months and months before actual failure) it means that you can avoid the breakdown. You can schedule an outage to do a repair. It’s not a breakdown, the machine hasn’t stopped, it’s not downtime. This is cost avoidance and the plant can save on the interrupted loss of production because of downtime costs.
There are a lot of examples of cost avoidance and also of cost savings. For instance, at the plant I worked at we used ultrasound to monitor bearings. We detected a very early warning in the sound level and were able to grease the bearing and the sound level dropped. We saved the bearing of any damage, we saved a potential breakdown so this is cost savings. Even if there is some bearing damage, the fact that we are aware and monitoring the situation lets us avoid any secondary damage.
It’s one price to replace a seal and its more if you have to replace a bearing in a gearbox. However, it can be very expensive to have to replace a shaft because the bearing has sized onto it ruined it. Secondary, ancillary damage can mount up very quickly if you don’t heed the warning you are given with the P of potential failure.
This warning of potential failure gives you time before any breakdown. The earlier the detection, the more time. Time to plan, view your options. And what people tend not to do is failure analysis while the machine is still in service. A failure analysis gives you a great start on seeking out the root cause but start right away, not when the machine is down.
Condition monitoring or as its often called Condition based maintenance (CBM) does work. However, for me there is a down side to this and I will explain why shortly. CBM is based on measurement, which is good because we all know to control a process we must measure.
Consultants (and I’m guilty) like to put labels on things and you may see:
1.Design, Capability, Precision Maintenance.
2.CBM, Predictive Maintenance
4.Run to Failure, Breakdown Maintenance.
For me the P to F interval curve starts when the machine starts. That means Design and Precision Maintenance is not in the curve and this happens before startup. A small point but it takes away from the interval meaning.
We use predictive maintenance technologies in CBM. Vibration, Ultrasonic, Infrared, Oil Analysis, NDT (i.e. pipe wall thickness) and Operational Performance. They are all very good technologies, yet it is a combination of cross-technologies that works best. As an example, vibration may give you the most information yet ultrasound may give you the earliest warning on a high-speed bearing. And then there is oil analysis which may be best for a low-speed gearbox. It all depends on the application you have which dictates what’s best for you. A lot of time and effort was placed on having the best CBM program and to buy the right technology.
This, I believe, lead to the maintenance departments putting the focus on Condition based maintenance!
This I think is wrong because we still have failure. This means that CBM is no better than Predictive Maintenance. This doesn’t mean that I don’t recommend CBM, I do. To me it’s a must have but it does not improve the maintenance process because you still have machine failure.
Machine failures fall into three categories Premature failure, Random failure and Age-related failure.
We want the latter of these. We know from studies that say that 11% of machine assets fail because of age-related issues. They grow old and wear out. This means that 89% fail because of some other fault. This is a good thing because it gives us an opportunity to do something about them.
These numbers come from a very famous study by Nowlan and Heap (Google it!) that was commissioned by the US Defense Department. It doesn’t mean these numbers are an exact refection for every industry but the study but it has stood the test of time and I believe it has lead to the development of Reliability Centered Maintenance. But let’s say its wrong and let us double the amount they say is age related (full machine life expectancy). That would make it 22% and 78% would be the amount of random failures. Even if we quadruple it its only 44% meaning random is at 56% and we are still on the wrong side of the equation. The maintenance goal has to be to get the full life expectancy for all their machine assets.
In order to get the full life expectancy for a machine unit I think you have to be assured of two things. One is the design of the unit which includes all related parts (not just the pump but the piping as well). The other is the installation.
If you’re like me, and you believe that Condition Based Maintenance starts when the machine starts then you understand that there is a section of the machines life that happens before. You could make an argument that it starts when you buy it because, as we all know, how we store it can have an effect. However, what is important at this stage is the design and installation of the machine. In most cases, we do not design the pump, gearbox or compressor but we do size them so that they meet the required output (hopefully). We do quite often design the piping configuration or the bases for example. All of which is very important but the reality is that maintenance departments maintain already-in-place machine assets. So, although a new installation, requiring design work is not often done, installation is.
Remove and Refit is done constantly. And the installation is something that you can control. In fact, it’s the installation that has the largest influence on the machines life. The goal is to create a stress-free environment for the machine to run in. No pipe strain, no distorted bases, no thermal expansion, no misalignment, etc.
Precision Maintenance was a term I first heard thirty years ago. Its part of our M.A.A.D. training program (Measure, Analyse, Action and Documentation). It’s simple, it means working to a standard. Maintenance departments can set their own standards. However, all must agree on it and adhere to it. This is the only way to control the installation process. This is the way to stop random failure and get the full life expectancy for your machine assets. The issue is that we do not have a general machinery installation standard to work to. Yes, we can and use information from other specific industry sources such as the American Petroleum Institute (API) or the information from the OEM (both of these are guidelines) however nothing for the general industry as a whole. Well this is about to change. The American National Standard Institute (ANSI) has just approved a new standard which is about to be published. I know this because I worked on it and will be writing about it shortly.
If you look at the life cycle of a machine, we need to know and manage the failure as best we can. If we only focus or mainly focus on the failure, we will not improve the reliability of the machine. We cannot control the failure. What we can control is the installation and done correctly this will improve the process giving the optimum life for the machine.
I sell laser alignment systems as well a vibration instruments. If a customer were to buy a vibration monitoring tool before they bought a laser system. I would think their focus is on the effect of the issue not the cause. What do you think?
I was working with a customer to align sheaves using their Easy-Laser E180 sheave alignment tool. This is a new blower that had been installed by a contractor. Obviously the contractor did not check alignment before drilling the mounting holes. The horizontal angular error was about 1.25 degrees, and required a move of about 1/4″ more than was available given the placement of the bolt holes. Thanks to the digital measurement of the E180, they knew exactly what correction was needed at the feet to align this machine.
Unfortunately, the solution will be to drill out the holes in the base, then complete the sheave alignment. What should have been a 30 minute job now becomes a much larger project – time and money wasted. My guess is that the contractor checked alignment with a string (or maybe not), which did not get him close enough. Using the right tools makes the difference. Thanks to Bob Dunn for sharing this case study with us!
For rotating machines, it is necessary to reduce friction most of the time to increase efficiency, decrease power losses and support loads. The element of choice is the well known team of bearing and lubricant. Bearings, in their different configurations, are one of the most efficient ways to reduce friction between a stationary and a rotational part of a mechanism. Two broad classes of bearings exist: plain bearings and rolling contact bearings. Which type of bearing is used depends on several factors related to the design of the machine and its process. Sometimes both types are used in the same machine doing different jobs. For this article, the focus is on plain bearings.
Choosing the best technology to monitor friction and condition in plain bearings is a challenge. Due to the physical characteristics of plain bearings, using vibration analysis (VA) is more effective for rolling contact bearings and less so for plain bearings. Ultrasound (US) is trending more frequently for condition monitoring of rolling contact bearings and it also shows promise for plain bearings. Understanding the physical differences between the two bearing categories is critical for developing condition monitoring strategies for plain bearings using ultrasound.
Read on to find out more about plain bearing types, failure modes and how to monitor.
This validated condition monitoring technology is versatile and inexpensive with a low learning curve.
Solving asset reliability issues becomes stymied when leadership is ambivalent about the benefits of adopting multiple technologies for condition monitoring (CM). When they do adopt them, they quickly learn technologies alone are not enough without the manpower to deploy them. One colleague stoically relayed his frustration when he said, “There are never enough of us (manpower), but there are more of them (problems) every day.”
Monitoring asset condition cannot be carried out effectively with only one CM technology, yet many maintenance departments rely predominantly on data from “just vibration” or “just oil analysis,” for example. More than one failure mode threatens asset health, and not every symptom is detectable by the same method. Some organizations have a strong vibration program but not anything more. Others may see clearly with infrared thermal imaging but lack a good oil analysis solution. A broader focus nets greater results.
Implementing several CM technologies is practical but often restricted by available manpower, budget and lack of conviction from all departments. If this is your plant’s reality, perhaps start with the most versatile technology — the one that detects the most defects — with the shortest learning curve. Choose ultrasound first and build a program on that foundation.
Read my entire article to learn about Benefits of Ultrasound, Reliability & Operational Excellence and Where is Ultrasound Useful?
Reposted from EASY-LASER® blog
EMBA Machinery is a Swedish manufacturer of converting machines for the corrugated board industry. They acquired a measurement system from Easy-Laser® in 2015. Their machines can be found within the packaging industry all over the world. Thanks to their reliable function, short set-up time and high manufacturing speed, EMBA’s machines are renowned for high productivity and product quality.
WHAT DO EMBA’S MACHINES DO?
Stefan Stålhandske, Production technician at EMBA Machinery, answers:
To put it simply, they supply a sheet of corrugated board with flex-o-graphic printing, before creating slots, punching, gluing and folding the sheet to produce a flat box. The final packaging has to be of the very best quality, as it is often the first thing you see when you purchase goods. The quality demands mean that the packaging also has to be strong, i.e. the corrugated board has to retain its strength through the conversion process. It must protect the packaged product during transport and handling, and it has to be stackable. It must be able to be produced quickly, and changing over the machines to a different format must also take place rapidly. Some of EMBA’s machine models produce up to 440 sheets per minute. Try to picture that!
THERE ARE STRINGENT DEMANDS REGARDING PRODUCT QUALITY, MACHINE AVAILABILITY AND MANUFACTURING SPEED. HOW DOES THIS INFLUENCE THE IMPORTANCE OF THE MACHINES’ QUALITY?
The machines are made up of many mechanical parts, both fixed and moving parts in the form of linear guides and rotating components. Many parts are dependent on one another. EMBA places stringent demands on itself and its suppliers. A separate measurement department checks machined components. Installation procedures are based on combined experience as well as generally applied requirements and tolerances. Many machine parts were previously manufactured in our own production premises in Örebro, which entailed a very high level of control of manufactured components and traceability to the machines in which they were produced. We now have a number of suppliers who have to manufacture to the same high level of accuracy, which has meant that we have been forced to develop new procedures and find new control tools.
WHY WAS THE DECISION TAKEN TO ACQUIRE LASER INSTRUMENTS?
The equipment was principally procured in order to quality-assure and guarantee that all machine units are installed correctly with regard to the alignment of the stands hole center to hole center, as well as with regard to their squareness and parallelism. Previous measurement methods such as cross-measurement and measurement using specially manufactured tools must be replaced to achieve a better method of handling and documenting measurement results. We also considered that the equipment can provide us with the possibility in future of measuring the entire machine line. Many of the machine components are large and heavy, and require a mobile measurement system.
WHY DID YOU CHOOSE EASY-LASER®?
EMBA’s development department got to know the product at an earlier meeting at an industrial fair. The way we were received by Easy-Laser®, along with the versatility the instruments have to offer, made it an easy decision, I would say.
YOU MENTIONED VERSATILITY – WHAT MEASUREMENTS DO YOU CARRY OUT?
Flatness measurements on large, heavy components, as well as straightness measurements on long beams with linear guides. During installation, we align machine ends with the aid of hole centering/shaft alignment. We also measure straightness and squareness at this time, as well as parallelism between various linear movements. These measurements are performed with an E720 shaft/geo system supplemented with brackets. To measure parallelism between rolls, we have opted to supplement the system with the E975 Roll alignment kit.The instruments have also been used to perform measurements in machine tools and in order to check that diabase surface plates are level. So yes, versatility really is the right word.
HOW HAS KNOWLEDGE OF HOW TO USE THE INSTRUMENTS BEEN SECURED?
The software is user-friendly, but many of the users have never operated this type of equipment before. As a result, two training sessions have been conducted with Easy-Laser®, lasting a total of 4 days. The training has been conducted at EMBA’s premises, in machines under construction. The training, which intersperses theory with practical exercises, was divided up such that the participants began with basic geometrical measurements and hole centering in the first session. During the second session, the focus was on E975 and measurement of roll parallelism, as well as functionality checking of detectors and levelling of laser transmitters.
HOW WERE THE MEASUREMENTS PERFORMED BEFORE AND WHAT ADDED VALUE DOES EASY-LASER PROVIDE?
In some of the measurements, we have replaced devices and dial indicators. The measurements are performed more rapidly using the laser instrument, and if you are unsure of measurement data, it is easy to repeat the measurement. Above all, however, the measurements are more reliable. For example, we have linear guides installed on beams that have to move in parallel with other linear guides installed on other beams. When we measured these before using dial indicators, we were unable to capture local deviations in the same way as now.
Our laser instrument now gives us the opportunity to pinpoint these deviations as well.
In some cases, earlier measurement procedures have been replaced so that we now measure the machine from different positions instead, which are more relevant for the machine’s conditions. Some measurements have not been conducted previously. The fact that we can now perform these measurements provides us with a basis for discussions with our suppliers and contributes to our work of consistently improving our quality.
EMBA NOW USES THE ROLL ALIGNMENT KIT E975 TO MEASURE THAT THE ROLLS ARE PARALLEL WITH EACH OTHER. WHAT HAPPENS IF THEY ARE NOT PARALLEL?
Some of the most critical rolls are located in the printers. If the rolls are not correctly aligned, this can result in the print being positioned incorrectly on the package, which is unacceptable. If the feeder table is not aligned with the machine line, this results in a crooked printed image, slanting slots, slanting punching and a folding result that is outside of the stipulated tolerances, all of which are also entirely unacceptable. As EMBA’s machines are renowned for their good range of formats as well as their high machine speed, the machine alignment from unit level to the overall machine line is an important aspect in achieving a good end result, i.e. a perfect box.
HOW WAS ROLL PARALLELISM CHECKED PREVIOUSLY AND WHAT IS THE ADVANTAGE OF E975?
When building units, we relied on the cross-measurement method as well as levelling with the aid of a precision level. The cross-measurement method is difficult, as access to reference points can be difficult or non-existent. When installing machines, we rely on specially manufactured spacers between the units in order to achieve parallelism as well as precision levels for levelling. Where possible, we can use tape measures to take measurements covering two separate rolls. With the laser instrument, we have the potential to measure all or parts of the machine, in order subsequently to monitor any adjustment of rolls in “live” mode.
DURING SHIPPING, YOUR MACHINES ARE SPLIT INTO SMALLER UNITS IN CONTAINERS, AND ARE REASSEMBLED ON SITE ON THE CUSTOMER’S PREMISES. THIS MUST PLACE GREAT DEMANDS ON YOUR TECHNICIANS?
Absolutely! Prior to handing over to the customer, we perform tests in accordance with a special test protocol. The tests are performed under production-like conditions, for example with measurements being taken regarding register variations in the positioning of printing, slots and punches. The position of printing, slots and punches must be able to be repeated within the tolerances, regardless of machine speed. In future, new measurement methods with the aid of the newly acquired laser instrument will ensure better control of the machine set-up, which ought to generate a faster and safer start-up of production in the EMBA machine. Thank you Stefan for giving us the opportunity to hear how you use Easy-Laser®!
Early last year Bob Dunn with I&E Central, Inc. was approached by a customer with a unique measurement challenge. They needed to align two sheaves, 1 meter in diameter, separated by 12 meters (about 40 feet). While there are a number of sheave alignment tools available in the market, they employ line lasers, and their maximum distances are about 10 feet. Beyond that, for this application there were physical barriers to projecting a beam right along the face or between the pulleys, so this required some application development.
They discussed with an associate and conceived a way to make this measurement using the standard detectors and programs on the Easy-Laser® E710 alignment system. The E710 is a high end shaft alignment system with point (rather than line) lasers and 2-axis detectors with a working distance of up to 20 meters (66 feet). It also includes some basic geometric programs including straightness.
The customer’s goal was to align the sheaves in both planes, “horizontal” and “vertical”, within 0.1°. Going back to college trigonometry, 0.1° expressed as a slope is 1.745 mils/inch or 1.745 mm/meter. We can easily measure and calculate that.
The two sheaves were vertically oriented on a long superstructure with beams and supports extending about 10” out from the faces of the sheaves.
Here is how they made the measurement:
They mounted one of the laser heads (the “transmitter”) on a magnetic base with a rotating head. This magnetic base was mounted on the superstructure of the machine near the center line of the stationary sheave, and aimed along the center line. (See the graphic associated with this document.) The detectors themselves were extended from the magnetic bases with pairs of 12″ rods so that we had a clear measurement line along the structure.
They bucked in our transmitter between points 1 and 7 (see graphic). We did not need to set to zero, we only needed the beam to hit the detector along the length of the measurement. Once bucked in, we used the straightness program and measured at points 1, 3, 5, and 7. Using points 1 and 3 as our reference line, the result indicated that the two sheaves were horizontally parallel within 0.05°, but were offset by about ½”.
Next they measured the vertical alignment. Without moving the laser transmitter, they swept the rotating head and measured the slope from point 2 to 4, as 6.028 mm/meter. Then they performed the same measurement between points 6 and 8 (the far sheave), measuring 6.022 mm/meter – nearly perfect alignment (0.0003°).
The E710 proved to be a flexible and powerful tool that can do much more than coupling alignment. This new customer is already identifying additional measurements for their new system.
As Published by Maintenance Technology Magazine March 2017 issue
When it comes to electrical systems, most failures can be attributed, in large part, to installation problems, water damage, insulation issues, or poor workmanship. Such failures pose a serious safety threat and have the ability to shut down operations entirely. Ultrasound technology is a proven way to deal with them. In short, this easily deployed predictive tool offers sites a means of identifying and, thus minimizing the impact of these problems.
Read the full case study and learn how Brian Franks from JetTech Mechanical located an electrical fault with the SDT270 ultrasound system at a major water municipality.