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©2019 LUDECA, Inc. All rights reserved. ©2019 LUDECA, Inc. All rights reserved. PRECISION ALIGNMENT STARTS AT THE BASE

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Page 1: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved. ©2019 LUDECA, Inc. All rights reserved.

PRECISION ALIGNMENT STARTS AT THE BASE

Page 2: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

AGENDA

• Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

Page 3: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

WHY PRECISION ALIGNMENT?

Up to

50% of damage to

rotating machinery is

directly related to

misalignment

Page 4: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

WHY PRECISION ALIGNMENT?

Not aligning shaft centerlines to precision tolerances has a substantial impact on:

• Seal failures • Bearing failures • Shaft failures • Coupling wear • Decreasing component life • Excessive energy consumption. • Excessive heat and vibration

Page 5: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

“Vibration analysis just tells you that you have an issue.

Alignment keeps your equipment running.”

—John Upchurch Reliability Manager

Holcim Inc. St. Genevieve Plant

BE PROACTIVE! ALIGN YOUR MACHINES!

Page 6: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

Point where misalignment was detected by vibration analysis

Realignment should have been planned & scheduled

Other components identified as failed

Air handlers fails catastrophically

Repair should have been scheduled and bearing replaced

Proactive Predictive Reactive Cost to align

$550.00 Cost to repair component and Cost to align

$2120.00

Cost to adjust and Cost to repair component and Cost to repair collateral damage and Cost of downtime Cost for emergency OT Cost of expediting parts

$15,345.00

Bearings damaged due to misalignment

Increased Reliability - Decreased Costs Decreased Reliability - Increased Costs

WHY ASSET CONDITION MAINTENANCE

Page 7: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved. ©2019 LUDECA, Inc. All rights reserved.

FUNDAMENTALS - Definition of shaft alignment

- Shaft preloads

Page 8: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

DEFINITION OF SHAFT ALIGNMENT

• Positioning two or more machines so that their rotational centerlines are collinear at the coupling point under operating conditions.

– “rotational centerline” – “collinear” – “coupling point” – “under operating conditions”

Page 9: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

Page 10: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

The term shaft alignment also implies that the

bearings and shafts are free from preloads.

Page 11: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

WHAT CAN CAUSE THESE PRELOADS?

• Bearing not installed properly • Base not flat

–Manufacturing –Installation

• Pipe stress • Coupling strain

Page 12: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved. ©2019 LUDECA, Inc. All rights reserved.

Bearing installation - Failures

- Pre-installation - Conventional Methods

Page 13: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

• Lubrication Failure • Contamination • Improper Mounting • Misalignment • False Brinelling • Improper Storage and

Handling • Poor bearing design

• Fatigue (Spalling) • Overheating • Excessive Loads • Corrosion • Fit • Electrical Damage

(Fluting)

COMMON BEARING FAILURES

Page 14: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

ROLLER ELEMENT BEARING FAILURE PATTERNS

Pattern A = 4% Pattern B = 2% Pattern C = 5%

Pattern D = 7% Pattern E = 14% Pattern F = 68%

Page 15: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

PRE-INSTALLATION CHECKS

• Safety procedures • Remove old bearing • Clean-up of shaft: remove grease,

nicks, and burrs. • Do not unwrap bearing until ready

for installation • Ensure shaft diameter is within

tolerances • Check bearing clearances

Page 16: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

BEARING PREPARATION

• Do not remove factory lubricant

• Ensure that bearing is the exact replacement

• Ensure once again that shaft is clean

Page 17: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

CONVENTIONAL HEATING METHODS

• No Temperature control

• Risk of over heating

• Grease Leaks out of bearing

• Tension in material

Blow Torch

Page 18: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

CONVENTIONAL HEATING METHODS

• Slow Heating process

• Grease cooks out of bearing

• Dangerous (Hot oil)

• Environment unfriendly

Oil Bath

Page 19: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

CONVENTIONAL HEATING METHODS

• Risk of over heating

• Grease Leaks out of bearing

• Tension in material

Hot Plate

Page 20: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

CONVENTIONAL HEATING METHODS

• Slow heating process

• High energy consumption

• Grease leaks out of bearing

Oven

Page 21: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

SLEDGEHAMMER

Page 22: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

A low frequency induction field affects the complete part. The part heats equally.

LOW FREQUENCY INDUCTION HEATING

Page 23: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

ADVANTAGES OF INDUCTION HEATING

• High speed • High efficiency • High cleanliness • High safety • Easy control • Consistent temperature control of bearing • Reporting

Page 24: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved. ©2019 LUDECA, Inc. All rights reserved.

Machine Installation - Effects

- Components - Baseplates

Page 25: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

MACHINERY INSTALLATION

• Machinery Installation is just not new equipment installs

• Machinery Installation includes: – Rebuilds – Replacements – Overhauls

Page 26: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

• Misalignment • Twisted or distorted

bases • Soft Foot • Unbalance • Static Stress • Dynamic Stress • Coupling/Shaft runout • Mechanical Looseness

• Downtime • Poor product quality • Lower Capacity • High operating costs

Mechanical Financial

EFFECTS OF POOR MACHINE INSTALLATION

Page 27: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

COMPONENTS OF PROPER INSTALLATION

• Foundation • Anchoring • Isolation • Rigid, level, and flat • Alignment

Page 28: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

BASEPLATE

• Bases or Mounting pads must be: – Rigid – Level – Flat – Coplanar – Parallel to the other machine bases

on the train

Page 29: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

Page 30: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

Page 31: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

PROCEDURE BASED INSTALLATION

• If performing machinery installation, the installations should follow a procedure.

• Procedures reduce the possibility of start-up and premature failures by ensuring repeatability and consistency of activities.

• Procedures should follow the 3T process. – Target – Tolerance – Test

Target

Tolerance

Out-of-spec

James Kovacevic HP Reliability Inc

Page 32: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

BEST PRACTICES

• Machine should be installed centered on the baseplate

• Equal number of shims under all feet prior to alignment

• Inspect base for: – Cracked concrete – Broken welds – Warped surfaces

• Define standards for acceptance

Page 33: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved. ©2019 LUDECA, Inc. All rights reserved.

Jack Bolt Installation - Jack Bolts

- Bolt Torque - Best practices

Page 34: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

WITHOUT JACKING BOLTS

Accurate? Safe?

Page 35: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

DEFINITION OF JACKBOLT

A bolt or screw attached to the base or foundation used to move or position the movable machine horizontally

Page 36: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

JACK BOLT INSTALLATION

Jack bolts should be installed so that they are:

–Parallel to the baseplate –Perpendicular to the foot surface –Aligned with the hold down bolt –Leaving enough space to add

and remove shims

Page 37: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

BOLT TORQUE

• Bolts experience torsion and tension • Over-torquing creates high bolt tension • Rusted bolts can be under-torqued due

to high friction – Torqued bolt may not be tight. – Lube bolts

• Most bolts are designed to be torqued at 75% of Proof Load

Page 38: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

BEST PRACTICES

• Properly sized hold-down bolts to allow movement of machine

• Make provisions for horizontal jacking

bolts

• Apply proper torque to hold down bolts

Page 39: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved. ©2019 LUDECA, Inc. All rights reserved.

SOFT FOOT - Definition

- Importance - Causes of soft foot

Page 40: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

Soft foot means the machine frame distorts

as the foot’s bolt is tightened or loosened. An

example is a condition where the machine feet do not make solid contact (at

least 80%) with the soleplate surface or

external forces are acting on the frame.

SOFT FOOT - DEFINITION

Page 41: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

IMPORTANCE

Soft foot needs to be detected and corrected to within .002″ because:

• Destroys bearings and seals.

• Causes internal shaft misalignment that could eventually result in shaft failure.

• Makes shaft (coupling) alignment difficult.

Page 42: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

CAUSES OF SOFT FOOT

• Bad bases

• Bad motor feet (uneven, bent)

• Bad shim pack (bent, dirty, too many shims)

• Dirt, rust under motor feet

Page 43: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

BEST PRACTICES

• All of the previous considerations apply for the other machines in the train.

• So what else can cause defects on the ‘Driven’ machine?

Page 44: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

PIPE STRESS

Page 45: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

PIPE STRESS

Page 46: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

PIPE STRESS

Page 47: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

PIPE STRESS

• Pipes should be well fitted and supported, and flexible when possible.

• Monitor or measure the change in misalignment as flange is being bolted.

Page 48: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

Page 49: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

Page 50: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

Page 51: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

TAKEAWAYS

• Be proactive! • Picture the lines • Do proper installation • Minimize soft foot

condition

Page 52: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved.

Page 53: PRECISION ALIGNMENT STARTS AT THE BASE · 2020. 8. 24. · • Precision Alignment • Fundamentals • Bearing installation • Machine installation • Jack bolts • Soft foot

©2019 LUDECA, Inc. All rights reserved. ©2019 LUDECA, Inc. All rights reserved.

THANK YOU! Carlos Bienes, BSME, CRL

[email protected] Applications Engineer

LUDECA, Inc. - Miami, FL