Alignment Course
Alignment Course
Course # 4020
Administration
Course Schedule Emergency Exits and Safety Briefing Personal Introductions Complete Pre-Test
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Course Objectives
1. Describe the use of precision measuring equipment during package leveling and alignment checks 2. Have the necessary knowledge and skills to complete the leveling of a Solar package as part of the package commissioning activities 3. Describe the basic principles of machinery alignment 4. Locate and be able to apply sources of alignment information found on a Solar project 5. Complete practical exercises on test-rigs (shaft alignment simulators) to gain familiarity with alignment procedures and equipment 6. Complete practical exercises on actual turbine packages to align engines and driven equipment to 3 within Solar specifications
Safety
Safety is our first consideration Before commencing any work in the lab, a Work Hazard Assessment and Task Risk Assessment will be completed
LESSON 1
Objectives
1. Describe the basic principles of a Vernier Scale 2. Describe general procedures for taking measurements using:
Vernier Calipers External Micrometers Internal Micrometers Dial Indicators Go / No-Go Gages Machinist's Level Feeler Gages
Vernier Calipers
External Micrometer
Internal Micrometer
Accurate to 0.001
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Dial Indicators
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Manufactured from steel or other metal Different ends are machined to a specific sizes that correspond to the gap tolerance
One side should fit One side should fit Other side should not fit Other side should not fit
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Machinists Level
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Feeler Gages
Thin strips of steel of a known thickness Normally 0.001 increments Can be used with a machinists level during package levelling checks
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Vernier scales used in calipers and micrometers Allows reading of fractions of small divisions Principle involves two scales
Main Scale Vernier Scale
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Vernier Scale (top) has same number of divisions as Main Scale (bottom) However it takes up less length Mathematical principle is not important we will concentrate on how to read the values
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Vernier Caliper
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Main Scale divided into 0.1 increments Further 0.025 sub-divisions Index Mark alone will indicate measured dimension to within 0.025
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Vernier Scale gives greater accuracy Subdivided into 25 increments Vernier Scale mark than lines up exactly with ANY Main Scale mark should be added to the previous reading
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Step 1 Index mark just past 0.125 Step 2 Vernier Scale mark 10 lines up exactly Step 3 Total reading = 0.135 Accuracy to 0.001
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Depth Rod can be used for blind holes Clamping Screw can be locked to prevent the reading being affected Fine Adjust (with its own clamp screw) allows greater feel Zero check prior to use
Vernier Scale position may be adjusted
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External Micrometer
Micrometers operates on same principle as Vernier calipers, except using screw-thread pitch Different types available:
External Internal Depth
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External Micrometer
Ratchet stop used to provide greater feel Locking lever to lock spindle in position Zero check prior to use
Tools provided to adjust position of outer sleeve
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External Micrometer
Step 1 end of outer sleeve aligned with 0.225 mark Step 2 Vernier Scale mark 17 lined up with centerline Step 3 Total reading = 0.242
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Range dependent on extension rods Minimum length = 2 plus extension rod Accurate to 0.001
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Inner Sleeve
Main Scale 0.1 divisions 0.025 subdivisions
Outer Sleeve
Vernier Scale 25 x 0.001 divisions
Minimum length = 4.000 Position of inner sleeve = 0.325 Vernier Scale mark aligned = 0.007 Total Reading = 4.332
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Dial Indicator
Metric or English 0.001 graduations on main scale One revolution = 0.1 Number of revolutions up to 5 Total range of this model = 0.5
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Depress plunger to around 50% when setting up Then zero by rotating dial Note position of small needle (2) Depressing plunger = Positive / Clockwise Extending plunger = Negative / CCW
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Large needle = 22 Small needle = past 3 (must have moved one complete revolution) Direction = CW (positive) Total reading = +0.122
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Large needle = 45 Small needle = less than 2 Direction = CCW (negative) Total reading = -0.055
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Gap to be Tested
Unable to use internal micrometer with small gaps Can use Go/No Go Gage
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Minimum gap = 1.490 Maximum gap = 1.510 If 1.490 gage fits, and 1.511 gage does not fit, then gap is within tolerance
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Machinists Level
Simple method to level a package Precision spirit level placed on package machined surface Graduations represent deviation from level (0.001 increments) Example
If bubble is at 0.002 mark Level = 6 long Deviation = 0.004 per foot
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Alternative method is to use feeler gages under one end, until level
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Machinists Level
Either method - then extrapolate distance to foundation pads to calculate shim requirements Example:
Deviation = 0.004 per foot Distance to low foot = 10 feet Insert 0.040 shim under that foot
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Student Exercise
1. List five items of measuring equipment commonly used during package leveling and machinery alignment i. Vernier Calipers ii. External Micrometers iii. Internal Micrometers iv. Dial Indicators v. Go / No-Go Gages vi. Machinists Level vii. Feeler Gages >
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Student Exercise
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Student Exercise
Questions 3 5 Instructor will pass round various objects to be measured Student will write the measurement in the table Instructor will confirm the measurement
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Objectives - Recap
1. Describe the basic principles of a Vernier Scale 2. Describe general procedures for taking measurements using:
Vernier Calipers External Micrometers Internal Micrometers Dial Indicators Go / No-Go Gages Machinist's Level Feeler Gages
LESSON 2
Package Leveling
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Objectives
1. Describe the requirements for package leveling during installation and commissioning of a Solar package 2. List the available sources of information related to package leveling 3. Briefly describe the methods used to level a Solar package 4. Complete a practical exercise to check a Solar skid for level
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Fluid flow is not adversely affected Vertical height of package is also set, to allow external connections to be made
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Available Information
Reference 72341-149606
Sheet 1
Look at examples of notes Torque requirements Soft foot check, etc.
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Reference 72341149606
Sheet 6
Base mounting pad dimensions Tie-down bolt details
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Reference 72341-149606
Sheet 6
Dimensions useful when calculating package shim corrections Dimensions useful when calculating package shim corrections during leveling during leveling
Sheet 11
General notes on leveling General notes on leveling
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Section 4.0
Basic procedure for shimming and torquing Read through this section in ES 9-414, and then the summary in the SWB
QUESTIONS?
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Leveling Methods
Extrapolation of feeler gage sizes can help determine shim corrections see example in SWB
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Objectives - Recap
1. Describe the requirements for package leveling during installation and commissioning of a Solar package 2. List the available sources of information related to package leveling 3. Briefly describe the methods used to level a Solar package 4. Complete a practical exercise to check a Solar skid for level
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Student Exercise
Complete the graphic in the SWB with dimensions taken from the C40 skid (or other skid if this course is not in Mabank) Prepare the mounting pad surfaces for the level Calculate the package deviation from level Specify shimming corrections in the table in the SWB
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(Calculations) AFT/FWD
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LESSON 3
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Objectives
1. Define the term alignment 2. Identify possible machinery problems that may be caused by poor alignment 3. List and describe the principles of different methods used in machinery alignment 4. Discuss negative influences that may affect final alignment accuracy
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Basic Alignment Terms When two machines are coupled together, the shaft center-lines should be concentric when the machinery is operating at normal temperatures Why? Abnormal loading
Reduced performance High vibration Premature failure
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Parallel Misalignment
Parallel Misalignment
Shafts centerlines are not co-linear However shafts are parallel
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Angular Misalignment
Angular Misalignment
Shaft center-lines intersect at an angle
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Misalignment
In practice:
A combination of both normally exists in the COLD condition (cold offset) At operating temperatures the shafts become aligned (thermal growth)
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Different parts of the machinery experience different temperatures Hot stations will thermally grow more
Power Turbine (Station 2) Power Turbine (Station 2) Discharge end of compressor (Station 6) Discharge end of compressor (Station 6)
Calculated thermal growth produces Cold Alignment specifications Hot alignment techniques are also available will be discussed68 later
Illustration of DBSE
Measuring points vary but commonly called Distance Between Shaft Ends (DBSE)
Ensures adequate gap to install coupling Prevents axial loading as machinery heats up
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What problems can be caused by poor alignment? Limitation on operating range Higher operational costs Higher maintenance costs Seal failure Bearing failure Coupling failure >
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High 1x RPM and 2x RPM components Can also be high axial vibration Can cause high bearing temps due to loading This can result in reduced efficiency or failure
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12 oclock =
FT = Face Top BT = Bore Top
6 oclock =
FB = Face Bottom BB = Bore Bottom
etc.
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TIR
TIR
Example:
Actual BB = 0.060 (TIR) Desired BB = 0.040 Shim Correction = 0.010 (1/2 the difference)
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Advantages
Simple Easy access
Disadvantages
Susceptible to Tool Sag and inconsistent readings Face reading susceptible to axial motion of shafts
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Also uses dial gages One mounted on each shaft Both measure bore Shafts rotated together Readings taken at four clock positions
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Readings plotted on graph paper Machinery corrections are read from the scale on the graph paper
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Disadvantages
Same problems with dial Same problems with dial gages as rim and face gages as rim and face method method Graph can be difficult to use Graph can be difficult to use
Similar to reverse dial alignment, but uses laser Coupling remains installed
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Graph computed by the instrument Shows correction to be made Can be monitored live as the corrections are made
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Disadvantages
Cost Cannot be used on all applications due to space
Example of Essinger Bar Installation Used for Hot Alignment checks Directly measure various data points on the package Not very common
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Tool Sag caused by the weight of the tooling Causes erroneous readings Can be measured and corrected by biasing the readings
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Basic Procedure:
Install extension rod Install alignment tooling with dial gage targeting the shaft of the same machine Zero dial gage at 12 oclock Rotate shaft 180 degrees Record reading should always be a negative value Subtract this value from all future BB readings Subtract this value from all future BR and BL readings If Tool Sag exceeds 0.010 rectify tool setup
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Assuming tool sag of 0.004 Measured BB = -0.020 Corrected BB = -0.020 (-0.004) = -0.016
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Bent shaft
Only a problem if this is the target surface Should be evident during a runout check Will not affect readings if it is the sight machine shaft (where the tools are mounted) The tools will be at the same relative position as the bent shaft rotates
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Carry out soft foot check prior to starting alignment checks Basic Procedure:
Tighten hold down bolts Install dial gage on a magnetic base on one foot Loosen bolt on that foot Record reading (should be <0.002) Check remaining feet
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Monitor shaft axial float when taking face readings Normally thrust collars should be against active thrust bearings If shaft is moving about install a dial gage as shown to check and make necessary corrections
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Piping Strain
Piping or ducting can exert forces on the machinery especially compressor header pipes Piping should be selfsupporting Dial gages should be monitored during piping connection to check for abnormal loading Maximum deviation 0.005
Shim Requirements
Clean, free from rust Stainless steel Recommend 3 shims max under each foot Maximum 6 shims under each foot Minimum thickness 0.010 Minimum total 0.025 Maximum total 1
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Bound Bolts
Can cause:
Lateral motion of the equipment when bolts are tightened Difficulty in moving the equipment during alignment checks
Solution
Increase foundation bolt-holes
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Student Exercise
Student Exercise
3. The machine that the alignment tooling is located on is known as the ___________ machine; the machine that the dial indicators are touching is known as the _____________ machine.
a. b. c. d. Target; Sight Target; Aiming Sight; Target View; Sight
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Student Exercise
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Student Exercise
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Student Exercise
6. If a dial indicator Bore Top reading is zero, and Bore Bottom reading is 0.050, what is the TIR and actual shaft Vertical Offset?
a. b. c. d. TIR = 0.100; Offset = 0.050 TIR = 0.050; Offset = 0.100 TIR = 0.050; Offset = 0.025 TIR = 0.050; Offset = 0.050
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Student Exercise
7. A condition where unequal shims may be required under machinery feet is known as:
a. b. c. d. Tool sag Soft foot Thermal growth Bent shaft
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Student Exercise
8. If tool sag is measured as 0.002, and the BB reading during an alignment check is -0.018, what is the corrected BB reading?
a. -0.016 b. -0.018 c. -0.020
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Objectives - Recap
1. Define the term alignment 2. Identify possible machinery problems that may be caused by poor alignment 3. List and describe the principles of different methods used in machinery alignment 4. Discuss negative influences that may affect final alignment accuracy
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LESSON 4
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Objectives 1. List available sources of information related to alignment 2. Describe the responsibilities of Solar and other personnel in relation to machinery alignment under different project situations 3. Convert both Solar-supplied and vendorsupplied thermal growth figures to alignment specifications 4. Given example figures, use available formulae or software tools to identify machinery shimming requirements
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Vendor information
When third party equipment is used
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This project uses a Kopflex flexible diskpack type coupling DBSE shown (44.100) However in practice the distance between the coupling hubs will be used See next slide
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When hubs are free (locking and collapsing screws removed) the distance should be 26.642 +/- 0.010 This includes the 0.085 prestretch gap (to allow thermal expansion) and assumes that one complete 0.060 shimpack is installed After measuring the actual gap the complete shimpack may be removed OR one additional 0.060 shimpack may be installed Shims should be about equal on both sides of the coupling spacer Shims are normally in increments of 0.010
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Example 1:
Specified = 26.462 +/0.010 Measured = 26.425 Difference = 0.037 less gap than specified Shim correction = remove 0.040 from original shimpack (leave 0.010 on either side)
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Example 2:
Specified = 26.462 +/0.010 Measured = 26.482 Difference = 0.020 more gap than specified Shim correction = insert additional 0.020 shims (leave 0.040 on either side)
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Spacer used as tool extension, but disconnected at other end PT housing is target
No need to center either No need to center either hub hub
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Face readings only valid at specified diameter (17) Metric units also given Question is the PT higher or lower than the Compressor? 121
Student Exercise
Use the table at H-121 to complete the sketch with the correct specifications
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Laser alignment specs approx dial indicator specs Precise conversion can be made with the alignment spreadsheet
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Standard torque values for various sizes of fastener Some packages use super-bolts for equipment hold-down bolts
Use multiple small allen-screws to stretch the main bolt
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Vendor Information
If the driven equipment is supplied by a thirdparty (e.g. Dresser) then alignment information will have to be extracted from their data
May use laser or reverse-alignment
Thermal growth figures and dimensions can be input to the alignment spreadsheet to produce rim-and face specs
This will be an exercise later
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Useful program for alignment Available on the CD, with the instruction manual Will use a simpler method during the exercises
Solar Align XL spreadsheet
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Alignment Spreadsheet
Various versions available in the field Replicates the complex formula that was contained on older package drawings Also useful for other purposes Available on the CD
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Student Exercise 1
Use 72341-149605 and Align XL Open up the Master XL and save it under a new name Follow directions in Exercise 1 to compare specifications obtained from Align XL to specifications on the drawings Instructor: Answer XL is on the CD
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Student Exercise 2
Use the XL spreadsheet produced in Exercise 1 Follow the instructions in Exercise 2 to obtain shim correction values Compare the values to the answers in the table Instructor: Answer XL is on the CD (same XL as Exercise 1)
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Student Activity
1. Use the following flange-to-flange measurements to specify the coupling shim corrections:
Specified flange-to-flange = 26.462 +/- 0.010 Measured flange-to-flange = 26.418 Required correction = REMOVE 0.040 FROM ORIGINAL SHIMPACK
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Student Activity
Student Activity
3. Use the Alignment XL Master to create a spreadsheet that will be used later for the test-rig exercises
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Student Activity
Shimming Corrections
0.027
0.024
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Objectives - Recap 1. List available sources of information related to alignment 2. Describe the responsibilities of Solar and other personnel in relation to machinery alignment under different project situations 3. Convert both Solar-supplied and vendorsupplied thermal growth figures to alignment specifications 4. Given example figures, use available formulae or software tools to identify machinery shimming requirements
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LESSON 5
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Objectives
1. Describe the installation requirements for alignment tooling on a range of Solar equipment 2. Describe the different types on interconnect shafts used on Solar packages, and the general alignment procedures associated with each type 3. Define package requirements to be established prior to commencing alignment
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ALIGNMENT TOOLING
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Tool bolted to PT housing Rollers contact PT shaft Hand knob is tightened a prescribed number of turns
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Other Considerations
TYPES OF COUPLING
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Older design requires grease Generator application illustrated Splined hub on each shaft (3 and 15) Secured by locknut/washer and key Splined coupling (5 and 13) Connected through shear coupling assembly (9 and 10) Slight misalignment absorbed by splines
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SHEAR BOLT
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Newer design no lubrication Flanged hub on each shaft Secured by locknut/washer and key Flexible diskpacks absorb misalignment Spacer (may be shear coupling) not shown
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Kopflex coupling use red and yellow locking and collapsing crews for maintenance Should be removed prior to operating the equipment Kopflex data is available in the OMI manual (Supp Data section)
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Student Activity
1. The gear type coupling does not require lubrication with grease TRUE / FALSE Shear couplings are normally installed on generator applications TRUE / FALSE Shear couplings are only available with gear type couplings TRUE / FALSE The red and yellow shipping screws should be removed from a Kopflex coupling prior to operating the equipment TRUE / FALSE During alignment of a compressor to an engine or gearbox, the header pipes should remain connected to the compressor TRUE / FALSE
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2.
3. 4.
5.
Objectives Recap
1. Describe the installation requirements for alignment tooling on a range of Solar equipment 2. Describe the different types on interconnect shafts used on Solar packages, and the general alignment procedures associated with each type 3. Define package requirements to be established prior to commencing alignment
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LESSON 6
Simulator Exercises
Complete simulator exercise detailed in Lesson 6 Use the table as a general guide, and to sign off the steps Instructor will also sign off on the main steps Use Appendix B for specifications and worksheets
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LESSON 7
Package Exercises
Complete package exercise detailed in Lesson 7 Instructor will provide either a drawing or just alignment specifications Use Appendix C for specifications and worksheets Use the table as a general guide, and to sign off the steps Instructor will also sign off on the main steps
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END OF COURSE
Complete Post-Test
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