Shaft Alignment
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Shaft alignment is the process of aligning two or more
shafts ''Shafts'' was an English feminist magazine produced by Margaret Sibthorp from 1892 until 1899. Initially published weekly and priced at one penny, its themes included votes for women, women's education, and radical attitudes towards vivisection, ...
with each other to within a tolerated margin. The resulting fault if alignment is not achieved within the demanded specifications is shaft misalignment, which may be offset or angular. Faults can lead to premature
wear Wear is the damaging, gradual removal or deformation of material at solid surfaces. Causes of wear can be mechanical (e.g., erosion) or chemical (e.g., corrosion). The study of wear and related processes is referred to as tribology. Wear in m ...
and damage to systems.


Background

When a driver like an
electric motor An electric motor is an Electric machine, electrical machine that converts electrical energy into mechanical energy. Most electric motors operate through the interaction between the motor's magnetic field and electric current in a Electromagneti ...
or a
turbine A turbine ( or ) (from the Greek , ''tyrbē'', or Latin ''turbo'', meaning vortex) is a rotary mechanical device that extracts energy from a fluid flow and converts it into useful work. The work produced by a turbine can be used for generating e ...
is coupled to a pump, generator, or any other piece of equipment, the shafts of the two pieces must be aligned. Any misalignment increases the
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on the shafts and will almost certainly result in excessive
wear Wear is the damaging, gradual removal or deformation of material at solid surfaces. Causes of wear can be mechanical (e.g., erosion) or chemical (e.g., corrosion). The study of wear and related processes is referred to as tribology. Wear in m ...
and premature breakdown of the equipment. This can be very costly. When the equipment is down, production requiring the equipment may be delayed. Bearings or mechanical seals may be damaged and need to be replaced. Shaft alignment is the process of aligning two or more
shafts ''Shafts'' was an English feminist magazine produced by Margaret Sibthorp from 1892 until 1899. Initially published weekly and priced at one penny, its themes included votes for women, women's education, and radical attitudes towards vivisection, ...
with each other to within a tolerated margin. The process is used for machinery before the machinery is put in service.


Technology

Before shaft alignment can be done, the foundations for the driver and the driven piece must be designed and installed correctly. Flexible couplings are designed to allow a driver (e.g., electric motor, engine, turbine, hydraulic motor) to be connected to the driven equipment. Flexible couplings use an
elastomeric An elastomer is a polymer with viscoelasticity (i.e. both viscosity and elasticity) and with weak intermolecular forces, generally low Young's modulus and high failure strain compared with other materials. The term, a portmanteau of ''elastic p ...
insert to allow a slight degree of misalignment. Flexible couplings can also use
shim Shim may refer to: * Shim (spacer), a thin and often tapered or wedged piece of material ** CPU shim, a spacer for a computer heat sink ** Shim (fencing), a device used in the sport fencing ** Shim (lock pick), a tool used to bypass padlocks * Sh ...
packs. These couplings are called disc couplings. Tools used to achieve alignment may be mechanical, optical (e.g., laser shaft alignment), or gyroscope–based. The gyroscopic systems can be operated very time efficiently and can also be used if the shafts have a large distance (e.g., on marine vessels).


Misalignment

The resulting fault if alignment is not achieved within the demanded specifications is shaft misalignment, which may be offset, angular, or both. Misalignment can cause increased vibration and loads on the machine parts for which they have not been designed (i.e. improper operation).


Types of misalignment

There are two types of misalignment: offset or parallel misalignment and angular, gap, or face misalignment. With offset misalignment, the center lines of both shafts are parallel but they are offset. With angular misalignment, the shafts are at an angle to each other. Errors of alignment can be caused by parallel misalignment, angular misalignment or a combination of the two. Offset misalignment can be further divided up in horizontal and vertical misalignment. Horizontal misalignment is misalignment of the shafts in the horizontal plane and vertical misalignment is misalignment of the shafts in the vertical plane: * Offset horizontal misalignment is where the motor shaft is moved horizontally away from the pump shaft, but both shafts are still in the same horizontal plane and parallel. * Offset vertical misalignment is where the motor shaft is moved vertically away from the pump shaft, but both shafts are still in the same vertical plane and parallel. Similar, angular misalignment can be divided up in horizontal and vertical misalignment: * Angular horizontal misalignment is where the motor shaft is under an angle with the pump shaft but both shafts are still in the same horizontal plane. * Angular vertical misalignment is where the motor shaft is under an angle with the pump shaft but both shafts are still in the same vertical plane.


References

{{Reflist Maintenance Shaft drives