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Course Syllabus

Dynamic Field Balancing

Recommended For
This three-day seminar builds from the "Entry Level" course and provides the essential information in a generic
manner for implementing of a successful PMP program and is intended for analysts having less than one year of

Course Description
This course has 5 primary objectives: (1) Use Hands-on Demonstrations to teach how to properly balance a variety
of machinery using both graphical and programmable methods; (2) Teach Single-plane and Dual-plane field
balancing techniques using a variety of todays data collector systems; (3) Teach special balancing techniques
required on overhung rotors; (4) Instruct how to confirm unbalance is one of the dominant problems (using
straightforward spectral & phase analysis); (5) Provide and clearly explain todays balancing tolerances.

Specific topics include:

Definition of Unbalance Balancing Overhung Rotors

- By Classic Single-Plane Static-Couple
Types of Unbalance Method
Static Unbalance - By Classic Two-Plane Static-Couple Method
Couple Unbalance Multi-Plane Balancing
Quasi-Static Unbalance Splitting Balance Correction Weights
Dynamic Unbalance Combining Balance Correction Weights
Effect of Angular Measurement Errors On
How To Ensure The Dominant Problem Is Potential Unbalance Reduction
Review of Typical Spectra and Phase Behaviors Rigid Versus Flexible Rotors
For Common Machinery Problems
- Mass Unbalance Recommended Balancing Speed and Number of
- Eccentric Rotor Planes
- Bent Shaft
- Misalignment Balancing Machines - Soft Versus Hard Bearing
- Resonance
- Mechanical Looseness/Weakness Recommended Vibration and Balance Tolerances:
Vibration Tolerances
Summary of Phase Relationships For Various - Recommended Overall
Machinery Problems Vibration Specifications
Summary of Normal Unbalance Symptoms - Synopsis on Spectral Alarm Band
Causes of Unbalance:
Assembly Errors Balance Tolerances on Allowable Residual
Casting Blow Holes Unbalance
Fabrication Tolerance Problems - ISO 1940 Balance Quality Grades
Key Length Problems - How To Determine Residual
Rotational Distortion Unbalance Remaining In a Rotor After
Deposit Buildup or Erosion Balancing
Unsymmetrical Designs - Comparison of ISO 1940 With API, Navy and
Dupont Balance Specifications
Dynamic Field Balancing Techniques:
Recommended Trial Weight Size
How a Strobe-Lit Mark on a Rotor Moves When
a Trial Weight Is Moved
Single Plane Balancing Using a Strobe Light And
a Swept-Filter Analyzer With Remote Phase And
a Portable Data Collector
Two-Plane Balancing Using a Portable Data
Optional Day of Field Instruction: Hands-On Demonstration of Balancing Overhung
Hands-On Demonstration of Single Plane Rotors
Balancing - Using Classic Single-Plane Static-Couple
- Using a Strobe Light And a Swept-Filter Method
Analyzer - Using Classic Two-Plane Static-Couple
- Using Remote Phase And a Portable Data Method
Hands-On Demonstration of Two-Plane Demonstration of Splitting Balance Correction
Balancing Weights
- Using Data Collector Demonstration of Combining Balance Correction
Demonstration On the Effect of Angular
Measurement Errors

Course Length
24 hours (Tuesday through Thursday)

Includes a Certification Test in the afternoon on the last day of the course.

Previous field balancing experience is helpful, but is not required prior to taking the class. General familiarity with
using todays data collectors or portable balancing instruments is also beneficial (a variety of such instruments will be
demonstrated during interactive class exercises). Good math skills and the ability to use and interpret graphs and
tabular information will be beneficial in order to maximize understanding.