Balancing

Rotating Solutions Users Manual
ORBIGATE ................................................................................................3
ORBIGate Installation Guide ............................................................7
ORBIGate Users Manual ...............................................................11
SINGLE / DUAL PLANE BALANCING ..........................................................69
Single / Dual Plane Balancing Installation Guide.............................71
Single / Dual Plane Balancing User's Manual ...................................75
MULTIPLANE BALANCING ...................................................................... 111
Multiplane Balancing Installation Guide ........................................ 115
Multiplane Balancing User's Manual .............................................. 121
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ORBIGATE
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TABLE OF CONTENTS:
HOW TO INSTALL ORBIGATE ......................................................................8

GETTING STARTED ...................................................................................12
WORKING ENVIRONMENT .......................................................................17
Workspace ..................................................................................................................... 17
Startn Go ....................................................................................................................... 17
Acquisition, Post Analysis, Navigation: 3 Modes to operate ORBIGate ........................ 18
Project and Measurement Management ...................................................................... 19
Project management and operating modes ..........................................................................................19
Saving a project .....................................................................................................................................20
Loading a project ...................................................................................................................................20
Removing a project ................................................................................................................................20
Importing/exporting a project ...............................................................................................................21
Measurement management ..................................................................................................................21
Loading a measurement ........................................................................................................................21
Sensor database ............................................................................................................. 22
Using default physical quantities ...........................................................................................................22
Adding new physical quantities .............................................................................................................22
User preferences............................................................................................................ 23
Path preferences ...................................................................................................................................23
Analysis preferences ..............................................................................................................................23
Units preferences ..................................................................................................................................24
Display preferences ...............................................................................................................................26
SET-UP .....................................................................................................29
Acquisition ..................................................................................................................... 29
Machine train ........................................................................................................................................29
Test points configuration .......................................................................................................................31
Inputs .....................................................................................................................................................32
Tachometer ...........................................................................................................................................33
Analysis .......................................................................................................................... 35
Sync analysis ..........................................................................................................................................36
ASync analysis ........................................................................................................................................37
Trigger ....................................................................................................................................................38
Signal recording .....................................................................................................................................40
Alarm conditions and actions ........................................................................................ 40
Configurating Alarms .............................................................................................................................41
Alarm operation.....................................................................................................................................42
Results & Displays .......................................................................................................... 43
Scalar results ..........................................................................................................................................43
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The grid ..................................................................................................................................................43

Adding and removing a window ............................................................................................................44
The Orbit ................................................................................................................................................47
The Shaft Centerline ..............................................................................................................................49
The Full Shaft Motion ............................................................................................................................50
The Full spectrum ..................................................................................................................................50
The Bode diagram ..................................................................................................................................52
The Polar diagram ..................................................................................................................................53
DATA ACQUISITION .................................................................................56

Operation control .......................................................................................................... 56
Saving data ..................................................................................................................... 56
POST ANALYSIS........................................................................................57
Loading a signal .............................................................................................................. 57
Hard drive Management ................................................................................................ 58
NAVIGATION ...........................................................................................59
Loading one measurement ............................................................................................ 59
Loading measurements.................................................................................................. 59
Navigation main cursor .................................................................................................. 60
Range Selection.............................................................................................................. 61
DEDICATED TURBOMACHINERY TOOLS ...................................................62

Run Out Correction ........................................................................................................ 62
Gap and Shaft Centerline Tools ..................................................................................... 63
Acquiring GAP ........................................................................................................................................63
GAP reference offset determination .....................................................................................................63
Bearing clearance circle .........................................................................................................................65
Tacho monitoring ........................................................................................................... 65
REPORTING AND EXPORTING ..................................................................67

Reporting ....................................................................................................................... 67
Exporting ........................................................................................................................ 67
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ORBIGATE
INSTALLATION GUIDE
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HOW TO INSTALL ORBIGATE

Before proceeding to the ORBIGate installation, NVGate should be installed (Refer to NVGate Users
Manual).
Proceed to the installation of ORBIGate by double clicking the SetUp.exe file from the installation
CD.
The initial window is displayed. Press Next >
Installing ORBIGate, step 1.
Then, the following window is used to specify the installation path of the software. The default path
is C:\Program Files\OROS\NVSolutions\ORBIGate. If it is suitable, press Next > if not, you can
specify a new path using the Browse button. Then, press INSTALL.
Choosing the installation path
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Then, the software is installed and the following window displayed.
Installation process
The installation pauses to let the user specify the position of NVGate as well as the ORBIGate project
base. By default it isC:\OROS\ORBIGate data\Projects. Then, press OK.
Installation preferences
The next window indicates that the installation is finished. The user can press OK, the installation is
finished.
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Installation conclusion
To start ORBIGate, double click on the desktop shown below.
Desktop icon
The software can also be started from the START menu as shown below.
ORBIGate in the Start Menu
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ORBIGATE
USERS MANUAL
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GETTING STARTED
This chapter is an overview of the main features and set-up steps of the ORBIGate software. More
details are provided in later chapters of the operating manual. The Set-Up wizard lets you quickly go
through the steps to get started.
The set-up toolbar
The Start'n Go window appears when ORBIGate software is opened. The user has 3 choices to get
started from this window: Create New Project, Load Project and Load Measurement:
- Choosing "Load Project" allows the user to load measurement settings.
- Choosing "Load Measurement", the acquired measurement data can be loaded.
- Choosing Load Signal will allow the user to display and save a measurement based on a recorded
signal
To get started, choose Create New project and press GO.
The Start n Go window
The next step is to configure the machine train.
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The machine train configuration
The test points configuration screen is where the probe orientations are configured. It is also where
the labels can be modified.
The test point configuration
The next step is to configure the analyzer input properties (coupling, sensitivity etc).
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The inputs configuration
The following step is to configure the speed properties.
The rotating speed configuration
The Analysis dialog box allows for the configuration of everything related to the analysis. There is a
choice of 3 types of analysis: Sync analysis, ASync analysis, and signal recording.
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The analysis window configuration
The next step is the set-up of the alarms: alarm conditions and alarm actions. For the getting started
stage, one doesnt need to go through that step and can just press next.
Alarms configuration
The final step is to display the graphical windows. After choosing the graphical windows, click the
Save project button to save the project.
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The Add/remove window configuration
The test is ready to be run. Clicking on the monitoring icon , as shown on the window below,
will display the results.
The acquisition working environment
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WORKING ENVIRONMENT
WORKSPACE
The working environment
The ORBIGate module interface is made of a number of toolbars and displays organized as in the
figure above. The reference indexes from the figure are:
1. Analysis mode toolbar
2. Set-Up toolbar
3. Operation toolbar
4. Tach and Gap and reference voltage toolbar
5. Run Out toolbar
6. ORBIGate status zone
7. Overview grid
8. Display zone
9. Display toolbar
10. Hardware status zone
STARTN GO
The Startn Go window helps the user to immediately start the test or set-up. If a set-up has already
been defined, it can be loaded at this stage. Otherwise a new project can be created.
If the objective is to analyze a measurement, it can be loaded through the Startn Go interface as
shown below.
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The Startn Go window
In order to avoid overwriting projects name, the GO button is protected: It will automatically be
greyed if an existing name is entered.
If the purpose is to go through a post analysis, a signal should be loaded. The signal to be loaded
should be located in the current NVGate project database. The signal should contain at least one
tachometer channel recorded on the external trigger. This signal can be recorded from NVGate or
ORBIGate.
ACQUISITION, POST ANALYSIS, NAVIGATION: 3 MODES TO OPERATE ORBIGATE
ORBIGate can be operated in three modes: the Acquisition mode, the Post Analysis and the
Navigation mode. The user can switch from one to the other by using the operating mode icon
toolbar as displayed below. The final objective is to investigate measurement data: this is achieved by
loading a Measurement File in the Navigation Mode. This measurement can be saved in the
acquisition mode or in the post analysis mode.
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The 3 Modes
The acquisition mode is used to acquire

measurement data. A Measurement file
and/or a Signal file can be acquired. The
acquisition mode is chosen by pressing
the first icon. The operating mode toolbar
The post analysis mode is used to create
a Measurement file data based on a
recorded Signal. The post analysis is
selected by pressing the second icon.
The navigation mode is used to load,
study and report a Measurement file
that was acquired in the Acquisition
mode or in the Post Analysis mode. The
navigation mode is selected by pressing
the third icon.
PROJECT AND MEASUREMENT MANAGEMENT
PROJECT MANAGEMENT AND OPERATING MODES
Projects are used to save a set-up. It concerns both the acquisition set-up and the display set-up.
Projects are saved in the directory defined at the installation and modifiable with the environment
software. The default path is C:\OROS\ORBIGate data\Projects. One directory is created for each
saved project.
When switching from one mode to the other, it is important to remember that the set-up is not the
same. For this reason, the set-up is reset when the user switches modes. It is recommended to save
the project when going from one mode to another. Consequently, when going from one mode to
another, the following message appears in order to avoid losing the current set-up by mistake. In the
figure below, as an example, the message appearing when switching to the Post Analysis mode is
displayed.
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Switching to the offline mode
SAVING A PROJECT
It is possible to save a project in different ways: either at the end of the setup wizard or through the
file menu. When switching from one mode to another, it is recommended to save the project in
each mode (for example, test1 ACQ, test1 PA, test1 NAV) as the configuration is different.
ORBIGate tracks any risks of overwriting projects when changing mode. A project was saved in one of
the three modes (Acquisition, Post Analysis, and Navigation). Then, if after changing mode one
attempt to overwrite the project, a message is issued as below. It proposes either to give it a new
name (recommended) or gives the flexibility to overwrite the existing one (not recommended).
Save overwriting check
LOADING A PROJECT
A project can be loaded through the menu and the command Load (As shown in the picture
below) or through the Startn Go window.
Loading a project
REMOVING A PROJECT
It is possible to remove projects through the project windows by selecting the project and pressing
Delete on the keyboard.
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IMPORTING/EXPORTING A PROJECT
This function is designed for an easier exchange of data from computers to computers: it makes it
possible to easily export an ORBIGate project and import it on another computer. It packages the
ORBIGate and the NVGate project into one single directory. This directory will be importable (using
import) into another ORBIGate installation transparently for the user. This improves the efficiency
when preparing projects for the field or also when archiving projects.
It is accessible through the menu file/export and file/import. In particular, the case of a post
analysis project with a signal loaded from a different project is managed by packaging the signal
together with the exported directory.
MEASUREMENT MANAGEMENT
A measurement allows storing data during a test. The data are saved when pressing the record icon.
A measurement name is given at the end of the test. The list of data saved is shown in the function
table in the Displays chapter.
The record measurement icon
Measurement data is saved in a file with the extension OBG. It is possible to share this file with
other users (it is for example possible to send this file through e-mail). In order to be usable, this file
should be placed directly in the ORBIGate data directory or in one of the projects directory.
By default, the measurement file is saved in the project directory used for the measurement.
LOADING A MEASUREMENT
A measurement is loaded through the command File/Load Measurement. The following window is
displayed. The measurements are browsable through the measurements database interface.
Files can be sorted based on their:
- Measurement name
- Machine train, Company, Plant
- Project
- Date
- Comments
Keywords, coming from any of the columns, can be searched. The interface looks as below.
Measurement database interface
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The most common way to filter measurements is by date with the latest measurement on top. In that
way, it makes it easy to load the latest acquired measurement.
SENSOR DATABASE
The sensor database is a great tool to store the sensors used frequently. When using it, the user can
just choose the sensor from the database without redefining them each time. The sensor database
should be completed in NVGate before starting ORBIGate.
USING DEFAULT PHYSICAL QUANTITIES
When using ORBIGate, the sensor can be selected by clicking in the transducer column of the
selected input. The sensor database is automatically displayed. Only the appropriate sensors are
shown. For the pair points, the usable sensors are accelerometers, velocity probes, and displacement
probes. For the mono points all sensors from the sensor database can be used.
Once the sensors are selected, the set-up of the input is automatically done according to the
predefined properties of the sensor.
Setting Up the inputs
ADDING NEW PHYSICAL QUANTITIES
New physical quantities can be added: for example Temperature, Torque, Pressure, and Electrical
Power (W). How to do it? To achieve that, a new transducer type (with Temperature degree Celcius
as a physical quantity for example) and a new transducer should be defined in NVGate first (before
starting ORBIGate). When displaying the data in ORBIGate, in the add/remove window section, one
should select the
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Step 1. Define a new transducer Step 2. Define a monopoint as Step 3. Showing the
type (for example Temperature giving the power information temperature information in the
C=) and a new transducer in from the generator. interface.
NVGate (for example Tsensor1).
When displaying the data in ORBIGate, in the add/remove window section, one should select the
GAP results for that sensor (as it represents the DC quantity).
USER PREFERENCES
User preferences allow storing set-ups that will be kept from one project to the other.
PATH PREFERENCES
The location of the ORBIGate data can also be specified through this dialog window.
The preferences allow storing the paths used for operating ORBIGate. The NVGate.exe position can
be selected at this level.
Path preferences
ANALYSIS PREFERENCES
In the preferences, it is also possible to:
- Sampling frequency: Select the maximum sampling frequency allowed for the analyzer.
Among others, it enables the user to limit the DSP load. Placing the mouse on the i icon
will give local contextual information.
- Gap / Zero & low speed GAP: Enable the acquisition in the measurement of the Gap at Zero
and low speed from ASync analysis. For that:
o Corresponding ASync channels should be connected
o ASync analysis resolution is recommended to be set to high resolution to fit the low
speed conditions (typically at least 0.625 Hz as set by default).
- Post Analysis playback speed: It is possible to setup Post analysis signal playback speed in
the user preferences: this allows controlling the post processing speed of the results.
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Increasing playback speed may introduce down sampling of the results collection in the
measurement. It will cause results to be collected less often. When the objective is to
control the visualization speed of the results it is recommended to use the navigation mode
which is designed for that purpose.
- Save option: The save option can be With name confirmation or Without name
confirmation
o If it is set to With name confirmation, when pressing stop, a dialog window is
issued with fields available for editing the measurement name and comments. This
setting is preferably used as a standard.
o In some cases, the choice Without name confirmation can be made: in particular
when using an automatic stop based on alarms (cf the dedicated chapter for
Alarms). The name used to save the measurement is the default one (based on date
& time).
Analysis preferences
UNITS PREFERENCES
- Units: Users from different countries use different units: it is possible to select the unit used
for each physical quantity in the window below.
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Unit preferences
- Spectrum unit can be 0-Peak or Peak-Peak. It can be modified locally in the window as well.
- Time format: Trends can be displayed with the absolute time or relative time as an X-
Scaling. Time scale is especially useful when speed is not changing (steady state
measurements) and when one wants to relate the vibration evolutions with other process
phenomena (load, temperature or pressure changes). In order to get the absolute dating on
the X axis, the corresponding preference should be chosen in the preferences, as shown in
the window below.
Absolute time scaling for trend plots Absolute time scaling for trend plots
- Phase: The phase can selected to be displayed as 0/360 or -180/+180
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DISPLAY PREFERENCES
Display and print preferences window
They are two options for the Y scaling settings: Auto scale or Fixed
Auto scale corresponds to an Auto scale up: the scale grows continuously adapting to
the maximum spectrum value.
The fixed allows to setup the maximum value for a graph
These values are defined by physical units (chosen in the units tab)
Auto scale or Fixed Scaling
To apply the selection, one should press the corresponding toolbar icon to apply
the scaling (second icon displayed). This is done for the current layout. The scaling
preferences window can be accessed directly by using the scaling preferences Scaling preferences
icon. and apply scaling
toolbar icons
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XY PREFERENCES
This preference aims at providing a better

flexibility for the configuration of the probes
positions in the graphics (Orbit, Shaft Centerline and
Polar). This is meant to adapt to the different
situation that may occur when connecting the
systems to the buffered outputs on the online
monitoring systems.
Note: New XY preferences are taken into account

for a new configuration.
For example: if a project was saved with older XY

preferences, these older preferences will be taken
into account. Probe settings preference
PROBES CONNECTIONS TO THE ANALYZER INPUTS
Depending on the buffered outputs connections provided on the online monitoring systems, the user
may have to choose between connecting the X first or the Y first. The choice is now available
Probe connections
XY OR YX DISPLAY
The same preference above allows to choose also if one want to display orbits, shaft centerline and
polar with the Y on the left or the Y on the right.
XY or YX orbit visualization
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PREFERENCES CHOICES
Consequently, there are 4 choices to allow the different configurations they are summarized in the
graph below.
4 choices for probes connections preferences
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SET-UP
The set-up concerns the acquisition parameters and the display parameters.
ACQUISITION
MACHINE TRAIN
The initial step is to type in the machine train configuration. From that point, a set-up of the inputs is
automatically displayed.
First step, the machine train configuration
The interface allows the user to enter a configuration such as the one displayed on the figure below:
A typical machine train
The first step is to enter the general information:
The company name,

The plant name
The machine train name.
This information will be used
- In the report edition
- It also helps when loading a machine as keywords.
- During the machine train loading
- To help sorting out measurements
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The machine train configuration
Then, it is time to enter the machine train details. It is possible to enter machines by pressing add
or insert. The machine name is automatically entered and can be modified by simply clicking in the
machine cell.
A rotating speed can be selected. Up to 2 speeds can be chosen for each machine train.
The rotation direction can be selected: CW or CCW
Then, a number of pair points and mono points should be selected:
Pair points are sensors such as proximity probes that go by set of pairs in order
to display Orbits and Shaft centerline. Pair points are always displayed as
displacement. Nevertheless, velocity probes and displacement probes can also
be selected. In that case they are automatically integrated to get a displacement
physical quantity.
Mono points are extra sensors that come as standalone sensors.

Accelerometers or velocimeters or axial proximity probes are typically used
Machine train LOADING
The Machine train reload function allows loading a machine train that was saved in another
project.
Machine train configuration and parameters reload (inputs, configuration, gap reference
etc)
Machine train search and sorting by key word: Machine train, Company, Plant, Project, Date
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Machine train loading
It allows reloading the information contained into the two first windows (below).
Machine train configuration Test points configuration
Tip: This function is particularly useful when one switch from the acquisition mode where a signal has
been saved to the post analysis mode. Once in the post-analysis mode, it is then easy to reload the
machine train of the acquisition project.
Once a machine has been created some restrictions exist when modifying it. Points can be
added to existing machines or add a new machine on top of the existing ones to an existing setup. On
the other hand restrictions exist on: changing speed1 and speed2, inserting a machine between two
existing ones, removing a machine or a point. In these cases, the software will require the setup to be
reset: a warning message will be issued.
TEST POINTS CONFIGURATION
The test point configuration allows the set-up of the properties of the test points: channel label name
and probes orientation.
Step 2, the test points configuration
As shown on the figure below, the test points configuration allows entering:
The labels of the pair points

The Clearance circle radius
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Proximity probes angular positioning: it is possible to choose the orientation of the

probes by clicking on the probe orientation icon. The dialog box appears as
displayed. The probes orientation can be set by steps of 1. The angle between the
probes is always 90.
The label of the measurement point
The hardware input connection
The test points configuration
The default hardware input connection can be modified as in the figure below. It let the user for
example inverse channel Y and X if those have been connected inversely.
Input connection choice
Rotation direction is reminded in the test points configuration window.

Cells can be copy/pasted (including the probe orientations).
The orientation of the probes XY and YX can be chosen in the preferences.
INPUTS
The input properties are set-up through the input window accessed by clicking on the icon as shown
on the figure below.
Step 3, The Inputs configuration
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In the input window, the user can enter the setup of the input channels associated to the test points.
Most of the input set-up can be collected from the sensor properties chosen from the sensor
database.
The inputs configuration
Integration
Pair points are always displacement values (because they are meant to display orbits). So
Accelerometer or velocity probes are integrated once or twice.
Monopoints can be integrated or derivated as desired during acquisition.
Monopoints and pair points integration
Integration filters: Integration filters are associated to HP filters. The cut-off frequency of this filter is
selected in the second tab of the inputs configuration window.
TACHOMETER
Step 4, the tachometer configuration
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The properties of the speed measurement can be entered in the Speeds window: Three different
modes are possible: External trigger, Manual, Fractional
The tachometer type can be set-up as: External trigger. In this case, the speed is measured based
on a tachometer sensor connected to the external trigger channel.
External trigger configuration
If no speed can be measured, it is possible to use the Manual tachometer. This supposes that the
speed is stable and is defined by the user in the analysis window. In that case, the user should not
rely on the phase results. The value of the manual speed is chosen in the settings of the Sync
Analysis.
The manual tachometer type
If a gear box is used in between two machines. It is possible to define a tachometer that depends on
the ratio between each gear wheel. For that, the type Fractional should be selected.
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The fractional tachometer type
In this case, it is not necessary to measure the second tachometer. It can be simply deduced from the
first sensor and the gear ratio.
ANALYSIS
The analysis set-up window can be accessed through the icon shown below.
Step 5, the analysis set-up
ORBIGate is able to proceed to several types of analysis simultaneously: Sync analysis (Order Tracking
analysis for the so called NX data), ASync analysis (FFT Analysis) and Signal Recording for the raw time
data recording.
Sync Analysis is referring to the Analysis that is Synchronous with the Rotating Speed (results
coming from the SOA Analysis). This analysis requires a rotating speed signal
ASync Analysis is referring to standard FFT analysis: It also gives a frequency spectrum. It is
ASynchronous with the rotating speed: one advantage is that it can be acquired without any
rotating speed.
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Step 5, the analysis set-up
When you press OK on this window, you might need to wait for a few seconds before it actually
proceeds. It is the time allocated to connect the analysis plug-ins.
SYNC ANALYSIS
The All In One interactive settings panel has been designed to make the settings as easy as
possible for the user: he has everything under his eyes to do his choices:
Order synchronous analysis: Max order, order resolution and selected orders. The max order
and the speed define the max frequency analyzed in the results.
Frequency synchronous analysis (Sync spectrum): Max frequency, Resolution. These settings
are used to display the Sync spectrum with a frequency X axis.
Rotating speed: Max and Min speed (Ratio between Max and Min speed is 256). When the
speed is manual, its value is chosen here as well.
Number of displayed revolutions and number of points per rev in the orbit.
Sync analysis settings
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Settings can be entered by hand or modified graphically on the image.
NX analysis allows to set-up what orders will be calculated and displayed as:
- NX orbits
- Grid
It is possible to calculate up to 3 default orders: 1X (Order 1), 2X (Order 2), 3X (Order 3) as well as 3
custom orders.
The user can specify how many rotations will be displayed for the orbit as well as how many points
per rotation.
ASYNC ANALYSIS
In addition to the NX recording, it can be interesting to acquire an FFT analysis. In that case, the FFT
parameters used can be defined in the following window.
An interesting use of ASync analysis is that it can operate without a keyphasor signal.
Sync, ASync, Trigger, Signal recording
Overall Analysis
The Overall level between two cut-off frequencies can be determined as shown in the window above.
This value will be noted as OvB AS (it is a RMS quantity). It can be displayed in the grid, the view
meters and in the profiles. It can also be used as a value to trigger an alarm.
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Frequency lines
The frequency line grid allows defining values for

each frequency lines of the spectrum. This value
can be used in the grid, in the view meters and in
the profiles. It can also be used as a value to
trigger an alarm. The left column allows defining
a label and the second to define the
corresponding value.
Frequency line settings grid
TRIGGER
Finally, it allows selecting the sampling frequency used for saving the data in the array.
Four different types of triggers are possible:
Free Run: The data is saved in the array without any specific frequency specified
Delta RPM: The data is saved in the array every increase (or decrease) of speed with a
defined step
Delta Time: The data is saved with a time period
Delta RPM or Delta Time: The data is saved with a or condition. It is saved every DeltaRPM
steps or Delta Time steps depending on which comes first. This trigger type is especially
interesting when machines go through a start-up with a sequence of Run-up sessions and
stable speeds sessions.
nx recording, free run sampling
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Delta Time is used to collect data for a specific amount of time. This value can be changed during a
test.
nX Recording, Delta Time sampling
Delta RPM is used to collect data every increase (or decrease) of the rotating speed
nX Recording, Delta RPM sampling
In some cases it is interesting to be able to mix the two above condition as shown in the window
below.
nX recording, the Delta RPM or Delta Time sampling
As a matter of fact, when the machine start-up is made of run ups and stable speed sequences as
displayed on the figure below, it is interesting to alternate the delta RPM condition and delta time. In
that case, the software detects which condition comes first. The amount of saved data is optimized: a
high sampling during the run up periods (using delta RPM) and a lower sampling during the
stabilization periods. These periods can be very long and often dont have many changes in terms of
vibrations. The periodic1 period can be changed during a test.
A typical machine start-up
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SIGNAL RECORDING
The signal recording allows the user to capture the full time domain signal with no gap. It is also
possible to capture the signal by portions: one signal file will be issued. This signal file can be post-
processed using ORBIGate or NVGate post analysis module.
The signal recording set-up
o The signal recording can be triggered using a manual start or can be synchronized with the
measurement recording (start trigger = Manual or Sync with grid record).
o The signal can be recorded in every case, including when no tachometer is detected.
Select and Unselect all window
When operating with an OR36, Mobi

Pack or OR38, it is possible to select the
support on which one may want to record the
signal. In the case of OR35 or OR34, it will
be automatically on the PC. This selection
appears as displayed in the window. Please
note that this selection appears only after
displaying the window a second time: First
select the test points to be recorded, press
ok and finally display again the Signal
recording setup.
Selecting the target support for signal
recording
ALARM CONDITIONS AND ACTIONS
Alarm conditions and actions are set-up through icon 6 of the set-up toolbar.
Step 6, the alarm conditions and actions
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CONFIGURATING ALARMS
A list of alarms can be created for one particular project. The alarm can be activated or not.
Alarms list
Alarm start configuration: Conditions & Actions
The first thing to do is to give a name to the alarm: for example AlarmStart, as displayed in the
window above. There is no chronology aspect in the list: each activated alarm condition is checked
permanently.
The alarms are saved in the project. They should be configured for each project, as channels may be
different from one machine to another.
ALARM CONDITIONS
An alarm is made of a condition and an action. If the condition is fulfilled, the action is started.
A condition can be of two main types: A date or a measured value
Date & time

The date & time condition can trigger data recording as well as data monitoring at a defined
date and for a defined time.
Note: The software checks the time and date condition regularly but not every second. The
alarm will trigger from 20s before the condition to 10s after (both for start and stop action).
So it is recommended to take a margin for the desired measurement time range.
Measurement points and speed values

One chooses:
1. The parameter (1X, Overall etc).
2. The selection below or above.
3. The value.
For this condition to be checked, the data monitoring should be already ON, in order for the
system to be able to check values.
It should be specified if all tests have to be fulfilled or at least one of them should be
fulfilled.
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Alarm conditions
Example:
In the example shown in the window below one should read:
If among All displacement points, one of them has its 1X [RMS] component going above 60
microns, then the data record should be started.
ALARM ACTIONS
If the alarm condition is fulfilled, then a number of actions can be achieved (like Start data record
as shown in the window above). The options are shown in the window below.
Alarm actions
ALARM OPERATION
When using the alarm, one needs to start the monitoring ( ) in order to start monitoring data and
check conditions. From that point, the conditions are checked and actions started. Here is below an
example of data record started on alarms and data record pause when the level goes down.
Example of operations between data record and data monitoring
M002-131-2 - 42 -
In case, an automatic stop action is used, one has the possibility to use save without name
confirmation (from the menu file/preferences). In that case a default name is used to save the
measurement (based on machine train name, date and time). See the preferences chapter for more
information that.
RESULTS & DISPLAYS
A large number of displays can be selected depending on the needs of the user.
SCALAR RESULTS
Graphic windows should be added and removed through ORBIGate add/remove window function.
Overall values are available simultaneously in the overview grid as: RMS, Pk-Pk and 0-pk
values. They are calculated on the Synchronous signal blocks available for the orbit.
nX orders are also available (as defined in the Analysis settings) in the grid and as various
types of displays.
The Sync grid allows visualizing the scalar values during a measurement: the grid columns can be
setup by double clicking on one of the columns or by a right click. The Sync grid settings appears as
shown below.
Ov RO-: It is the overall value corrected by the Run Out whenever a run out correction is
applied.
Smax
It is defined as the maximum value of the radius

of the orbit, as displayed on the graph below.
SUB1X
SUB1X is a value that gives the vibration energy
contained in the sub harmonic region. It is there
to evaluate instabilities such as oil whirl and oil
whip.
THE GRID
The grid can be configured by a right click on it. There are two tabs available in the grid: one for
setting up the Sync analysis and one for the ASync analysis.
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Sync results grid settings ASync results grid settings
In the grid, ASync results are noted with the initials AS after the result name
ADDING AND REMOVING A WINDOW
o Windows
Graphic windows can be shown or removed using the add/remove window icon as shown in the
toolbar below.
Step 7, the add/remove window
The graphics to be displayed are chosen from the Display type section on the left side of the
Add/Remove window. One type of display should be chosen. Then, the test points to be displayed
should be chosen and finally the results type. When the selection is done, the trace can be added (by
clicking on the icon as indicated on the table below). A local information about the display type can
be displayed by going over the information icon as shown in the window below.
The add/remove window
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It is possible to have multiple traces on the same graph or several graphs per window. Local
information can be obtained by placing the mouse over the i tooltip.
o Layouts
Use the layout feature to display more graphics on the same screen. Several graphic layouts can be
configured. During the actual test, the different layouts can be swapped using the command
CTRL+SHIFT+SPACE.
In the display toolbar, in the graphic zone, the layout can also be selected.
Additional graphics are displayed during the online mode. The available graphics are described in the
following table.
- Layouts can be renamed by right clicking in the window area

- Windows can be renamed by right clicking on their label
- Windows and traces can be deleted by right clicking on them
-
o Icons
Allows adding a trace to a graph. If there is no window, a new one is automatically

created.
Create a new window.
Delete a window.
Delete all windows from the current layout.
Arrange the windows in a grid fashion.
Create a new layout.
Delete the current layout.
M002-131-2 - 45 -
Icon Display type Description

Rotating Rotating speed displayed as a digital value or as a vu-meter (selection after
1
Speed Vu- right click/display).
Meter
Speed Rotating speed displayed as a function of Time. Time scale can be relative
Profile vs or absolute based on the chosen preference.
Time
Shaft The Orbit and Shaft Centerline can be diplayed in the same plot by
Centerline displaying first a Shaft Centerline (Time/RPM labels) and adding the Orbit
[Time] + (or nX Orbit) in a second step.
Orbit
Orbit Orbit settings (Number of rotations, number of points, order range)
selected in the Sync Analysis settings window.
nX Orbit nX Orbits selected in the Sync Analysis dialog window (1X, 2X , 3X by

default).
Sync Profile Amplitude of Sync scalar values displayed as a function of Time (absolute or
vs Time / relative depending on the chosen preference) or RPM
RPM
Bode Plot vs Vectors amplitude and phase displayed as a function of Time (absolute or
Time / RPM relative depending on the chosen preference) or RPM. To display the 1X
and the Overall in the same window:
1. 1X Bode Plot created first in one window
2. Overall added in the same window using the "Sync Profile vs Time"
display type.
ASync ASync scalar values displayed as a function of time (absolute or relative
Profile vs depending on the chosen preference).
Time / RPM
Polar Plot Vectors amplitude and phase displayed with Time/RPM labels in a Polar
[Time /RPM diagram. Vectors are selected in the Sync analysis settings window (1X, 2X,
labels] 3X by default).
Order Sync amplitudes displayed vs order. Set-up (Max order, Resolution) is
Spectrum achieved in the Sync Analysis settings window.
Order 3D Waterfall Spectrum (x=order, z=RPM or time) or color spectrogram

Spectrum (right click option) during navigation. 3D Cascade spectrum ordered by
Cascade/Wa index available for monitoring purposes in acquisition and post analysis.
terfall
Order Full Full Spectrum (Forward and/or Reverse spectra) displayed as a multigraph
Spectrum or a multitrace for easy comparison.
Order Full 3D Waterfall Full Spectra (x=order, z=RPM or time) or color spectrogram
terfall
Sync Sync amplitudes displayed vs frequency. Set-up (Max frequency,
Frequency Resolution) is achieved in the Sync Analysis settings window.
Spectrum
M002-131-2 - 46 -
Sync Freq. 3D Waterfall Sync Spectrum (x=freq, z=RPM or time) or color spectrogram
terfall
ASnc ASync amplitudes displayed vs frequency. Set-up (Max frequency, Number
Frequency of lines) is achieved in the ASync Analysis settings window.
Spectrum
ASync Freq. 3D Waterfall Sync Spectrum (x=freq, z=RPM or time) or color spectrogram
terfal
Sync Vu- Sync scalar values displayed in a Vu-Meter or as digital values.
Meter
ASync Vu- ASync scalar values displayed in a Vu-Meter or as digital values.

Meter
Signal vs Signal displayed vs rotations. The number of rotations can be setup in the
Rotations Sync Analysis settings window.
Shaft View Signal over one rotation displayed around a circle.
Recorded Full raw recorded signal to be post-processed in the Post Analysis mode.
Signal
Input In acquisition: Acquisition input signal

Signal/Zoom In post analysis: Recorded signal zoomed between the Start and Stop
ed signal cursors.
- Input signal/Zoomed signal: This icon is used in acquisition to display the input signal. In post
analysis it is used to display the zoomed zone of the recorded signal. This window is not
available in navigation. The following windows are not available in the navigation mode: Input
signal/Zoomed signal, the recorded signal, the shaft view. The Cascade is to monitor the
evolution of the spectrum: it is refreshed at each change of layout.
THE ORBIT
The Orbit can be displayed in a multi-trace mode or in a multi-graph mode.
Multi trace orbit
The Orbit display shows the important parameters of the test:

o Rotation direction
o Blank/Dot indication
o X and Y probes position.
M002-131-2 - 47 -
The cursors are synchronized and can help to describe the deflection of the shaft as shown
in figure 47. For example, each cursor 1 displayed is synchronized from one graph to
another.
The Orbit display
The orbit cursors let the user measure a number of dimensions of the orbit. It is accessed by dragging
to the left the info trace section (on the right side of the orbit window).
The Orbit cursors
The options of the Orbit window can also be modified by using a right click and selecting properties.
The orbit display properties

M002-131-2 - 48 -
THE SHAFT CENTERLINE

The Shaft center line (also called GAP) display shows the important parameters of the test:
o Rotation direction,
o X and Y probes position
The Shaft Centerline display
The shaft center line cursors let the user access the coordinates of the shaft center line position in
the clearance circle. It is accessed by dragging to the left the info trace section (on the right side of
the shaft center line window). The GAP value in the grid gives the distance of the rotor to the probe.
The options of the Shaft Center line window can also be modified by using a right click and selecting
properties.
The Shaft centerline display properties
M002-131-2 - 49 -
The cursor in the tags section can be moved to select the number of tags in the shaft center line
display.
THE FULL SHAFT MOTION
The Full Shaft Motion is displayed using the add/remove window in two steps. One should select first
the Shaft Centerline display and then select the orbit. The orbit can be a raw orbit or an nX orbit.
The Full shaft motion in the Add Remove windows
The Full Shaft Motion: Orbit & Shaft Centerline
THE FULL SPECTRUM
The Full Spectrum function allows for displaying the negative and positive parts of the Orbit
spectrum. This spectrum is calculated for each pair points.
M002-131-2 - 50 -
It is displayed as a function of Orders (positive

and negative) through the add/remove window
interface as displayed below. The 3D version is
also active as for other types of spectrum
(cascade in Acq and PA) as well as Waterfall in
the Navigation mode
The Full Spectrum Compar can be displayed on

the same graph: it is the difference between the
forward and the reverse components. In that
manner, it is really easy to check if the reverse
components get higher than the positive
components.
One application it is to detect a precession of the

Selecting the forward and reverse parts of the
orbit: it can be forward or reverse.
Full Spectrum in the add/remove window
Case of a forward precession
Case of a reverse precession
M002-131-2 - 51 -
The Full Spectrum Compar is

displayed in the following way: one should
display both the forward and reverse parts
in the same window. Then, through a right
click in the axis area (as described below in
step 1), one should choose Linear
comparisonThen, one should choose the
options as described in step 2.
Displaying Full Spectrum Compar, Step 2
Displaying Full Spectrum Compar, Step 1
THE BODE DIAGRAM
The Bode Diagram is one of the most useful graphics used for turbo machinery vibrations. It allows
for the displaying of vibration levels as a function of the rotating speed or time.
Bode plot example: 1X (Amplitude and phase) and Overall
The properties can be accessed by a right mouse click on the graphic. At this point, it is possible for
example to modify the cursor style used for the window.
M002-131-2 - 52 -
The Bode diagram properties
1X (Amplitude, and Phase) and the Overall can be displayed together in the same plot. This is
achieved by choosing first to display a Bode Diagram with the 1X result, then select a profile with the
Ov selection and adding it in the Bode window. This graph is particularly useful to check the
evolutions of other components than the 1X data (such as sub synchronous components for
example).
THE POLAR DIAGRAM
For turbo machinery measurements the expected polar diagram should have the following
features:
Typical polar graph display
M002-131-2 - 53 -
0 Phase positioned as the measured probe.
Phase lag positive counting in opposite direction as machine rotation.
Machine Rotation (set up in window 1 of the configuration).
Keyphasor position indication (set up in window 4 of the configuration as described below).
(0,0) at center.
TACHOMETER (KEYPHASOR) POSITION
The Tachometer position is indicated in the Speeds dialog box.
Tachometer position setting
POLAR GRAPH SCALING
Using a fixed scale, the polar graph is displayed so that the (0, 0) origin is at the
graph center so that results coming from different sensors can be easily compared.
Polar graph scaling
M002-131-2 - 54 -
POLAR GRAPH TAGS
Tags are available for the polar graphs: it

can be time tags or RPM tags. This
choice is available in the add/remove
window.
Polar graphs with RPM tags
M002-131-2 - 55 -
DATA ACQUISITION
Once the set-up is done, the user can proceed to data acquisition.
OPERATION CONTROL
At this stage, three possibilities exist:
1. Monitor data (without saving).

2. Record data.
3. Record raw time domain signal (useful for
further Post Analysis).
Then:
4. Stop.
5. Modify scaling preferences.
6. Update preferences on the current layout. The operating toolbar
SAVING DATA
When a measurement record or a time domain record has been started, saving the file is
automatically recommended as shown in the dialog box.
By checking Optional save as NVGate results, the displayed results are also saved within the
NVGate project manager as NVGate results. It allows comparing traces from the NVGate project
manager.
The Save measurement dialog box
It is important to be able to correlate the measurements with the conditions under which it has been
recorded. For that purpose, it is possible to enter a comment for each measurement. This is achieved
when saving a measurement as shown on the screen nearby. It is possible to do it for a new
measurement or for an existing measurement using the function save measurement as....The
comment can be printed in the reports. It is also displayed during the measurement load in the
database interface as shown in the display above.
The preference Save without name confirmation allows skip the step of giving the name of
the measurement.
M002-131-2 - 56 -
POST ANALYSIS
LOADING A SIGNAL
A new measurement can be created based on a time domain signal previously recorded. In that case,
the first step is to load a signal with the oxf format. Then one should go through the analysis set-up
as previously described. It follows the same principles as a real time acquisition. A measurement
can be saved as in the acquisition mode.
The signal to be loaded should be located in the current NVGate project database. The signal should
contain at least one tachometer channel recorded on the external trigger. This signal can be recorded
from NVGate or ORBIGate.
Post Analysis signal selection
Once the signal is loaded, it will appear as in the window below
Post analysis working environment
M002-131-2 - 57 -
Loading a signal which has different XY preferences:
When one load a signal which has been recorded with a different preference, as shown on the figure
below. One needs to inverse the tracks and the labels.
Loading a signal with different XY preferences
HARD DRIVE MANAGEMENT

o The Hard drive management is accessible through ORBIGate.
o In addition, the recorded signal can be post-processed directly from the hardware. There is
no need to download it to the PC. One can also stay in the connected mode and
consequently it is not required to exit the software.
Hard drive management
M002-131-2 - 58 -
NAVIGATION
LOADING ONE MEASUREMENT
A measurement or several measurements is loaded through the command File/Load

Measurements. The following window is displayed. The measurements are browsable through the
measurements database interface.
Files can be sorted based on their:
- Measurement name
- Machine train, Company, Plant
- Project
- Date
- Comments
Keywords coming from any of the columns can be searched. The interface looks as below.
Measurement database interface
Once the measurement is loaded, it can be looked at in the navigation mode.
LOADING MEASUREMENTS
Several measurements can be loaded in order to compare the results. In that case, one
should tick at least two measurements from the list from the above window.
In the comparison mode, each trace is labelled with an extension (suffix) that is added to
the test point labels: that will be added to measurement name and traces names during the
operation in the comparison mode. This will make the comparison easier when it is achieved on the
same machine
Renaming the measurement for an easier comparison
M002-131-2 - 59 -
Steps when comparing measurement data
If one chooses to load several measurements, one enters the comparison mode. The
navigation functionalities are restricted in that case
NAVIGATION MAIN CURSOR
Once a measurement has been saved, the next step is to be able to use it for analysis and reporting.
The navigation mode of ORBIGate allows looking through the data using the navigation cursor.
The navigation toolbar and cursor
Using the navigation cursor, it is possible to go through data that have been saved for different RPMs
and different date
By pressing play, the navigator sweep the time history

The pause button allows to pause the sweep
The stop button stops the sweep
The Backward button allows to go one step back
The Forward button allows to go one step forward
The decrease button allows to reduce the sweep speed
The reset button allows to reset the sweep speed to the default value
The increase button allows to increase the sweep speed
The navigation cursor can be grabbed with the mouse and moved
The Range selector interface allows to select a range of the measurement
It is also possible to sweep forward and backward the history using the keyboard arrows
Using the navigation cursor, all the data are updated in the graphic zone.
M002-131-2 - 60 -
The working environment in the navigation mode
RANGE SELECTION
The Range Selector allows the user in the Navigation mode to select one part of the measurement
range. The range selection allows choosing the START DATE/RPM value and the END DATE/RPM
value. For doing that, the user should grab the Start/End of the blue line and drag it to the expected
value.
Range selection
During that stage the number of data available in the measurement can also be resampled in order to
reduce the number of data. The Nb grid selected value gives the amount of measurement set
exported to the report.
The selected range can be saved as a new measurement using the file menu save measurement as
M002-131-2 - 61 -
DEDICATED TURBOMACHINERY TOOLS

RUN OUT CORRECTION
The Run Out error can be corrected on the displayed results. This can be done in the navigation mode
but also in real time or during post analysis using the toolbar shown below.
The Run Out toolbar
For that, the first step is to define a Slow Roll during the test. The selection of the Slow Roll is done by
pressing the following icon.
Slow Roll selection icon
Once this is done, it is possible to switch from corrected results to uncorrected results using the two
icons below:
1- Uncorrected
2- Corrected
Switching from corrected to uncorrected results
On the graph below, the effect of the correction at the polar diagram of order 1 can be visualized.
Such a graph can be created by saving the polar diagram in the NVGate project manager using the
function optional save as NVGate result.
A 1X polar diagram with and without run out correction
M002-131-2 - 62 -
GAP AND SHAFT CENTERLINE TOOLS
ACQUIRING GAP
The GAP and GAP Voltage can be collected even when the machine is at low speed or at rest (before
a tach signal is obtained). For that, one need to have ASync analysis activated for the concerned
channels and the corresponding preference selected.
If ASync analysis is not connected, the GAP can still be collected with no speed using the Gap
monitoring mode.
GAP monitoring toolbar
GAP REFERENCE OFFSET DETERMINATION

The GAP Reference Offset can be determined by pressing the Reference Offset icon. It is used to
position the shaft centerline referred to the (0, 0) of the plot.
Two choices are possible: the reference offset can be determined when the shaft is at bottom or
when it is at center. In most cases it is carried out at bottom when the machine is at rest. In this case,
the position is well known. When the machine is already running and one wants to start a shutdown,
the only possibility is to choose the calibration at center.
Gap reference voltage determination
One action to be carried out before achieving a Full Shaft Motion display is the gap
voltage reference determination. Actually, the shaft centerline has to be positioned in a
coordinate system referred to a (0, 0) origin. To achieve that, the measured GAP voltage (DC
component of the signal) should be associated to a known (or at least assumed) position of the
shaft.
M002-131-2 - 63 -
Typically, at rest, the shaft is

assumed to be laying on the
bottom of the bearing:
The reference values can be accessed in two ways: In the test points configuration or through the
toolbar icon
Reference in the test points configuration Reference values setup through the toolbar
window
In this window the current values can be visualized or entered by hand.
When accessing the set gap reference values through the toolbar icon. The values measured
(shown in the grid) appear in the table when the button new is checked. If the button current is
checked, the current values are shown.
At this stage, one should choose the corresponding position of the shaft and the preference for the 0
position (0 at center or 0 at bottom): So 4 choices are possible.
0 at bottom 0 at center
Shaft assumed at bottom:
Shaft assumed at center:
Using the following icons, the DC reference can be applied or not.
Apply gap reference voltage for shaft centerline representation
M002-131-2 - 64 -
Recommended procedure to display a calibrated and referenced Full Shaft Motion: Choose the
scaling preference to Fixed scale choosing a value corresponding to twice the clearance circle
radius. Start a measurement and press set gap reference then press stop. From that point you can
start a new measurement.
BEARING CLEARANCE CIRCLE
The bearing clearance radius can be entered and so the GAP clearance circle can be displayed. The
value is entered in Microns or Mils depending on the unit defined in the preferences. If the choice is
made to be Show Clearance Circle, the circle will be shown automatically when a shaft centerline is
displayed. If a value is not entered the circle wont be shown and the shaft centerline will be
displayed as standard.
Bearing clearance radius set-up
TACHO MONITORING
The tach monitoring function is used whenever one wants to check the analog signal used for the
rotating speed measurement.
The tach monitoring mode is entered when pressing the icon from the toolbar below:
Accessing the tach monitoring mode
When pressing the icon, the following window is displayed. It allows monitoring two tach signals
simultaneously. On the left hand side the rotating speed signal is displayed, in the middle the
calculated speed signal profile and on the right hand side the rotating speed vu meter.
M002-131-2 - 65 -
Tach monitoring
As shown in the tach monitoring setup window, the first thing to do is to connect the speed 1
signal from ext. 1 to input 1 and the speed 2 signal from ext. 2 to input 2.
The coupling (AC or DC) can be changed, the range peak (40, 10 or 1V) and the duration of
the time window (Duration) as well.
The operating steps are:
1. Connect the speed signals to input 1 (if one rotating speed signal) or to input 1 and 2
(if two rotating speed signals).
2. Start the monitoring (using the eye icon).
3. Move the trigger threshold cursor until the

RPM values are obtained.
4. Press stop and close.
5. The values used for a proper detection are

assigned to the tach detection. A confirmation
message is shown.
6. Reconnect the signals to the ext. trigger

channels.
Confirmation message
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REPORTING AND EXPORTING

REPORTING
There are two ways to make a report:
FULL REPORT: The template decides

what is going to be printed: windows to
be printed in the report dont need to be
displayed by the user. The Full report is a
batch report, accessible in the
navigation mode
INSTANT REPORT: Print all windows

displayed in the current layout (on
screen). The online report is available
anytime during a test.
One of the great advantages is that the

report template doesnt need to be
changed according to the number of test
points.
The print report setup window
EXPORTING
In the offline mode, it is possible to start the export tool. The export tool uses MS Excel to export the
data. The exported data are the data contained in the current loaded measurement (data contained
in the grid columns).
- An option is also to export the data in separate CSV files.
- Checking the line Repeat DATE/RPM/TIME on each sheet will export this information on each
spreadsheet of the Excel report
- Export Graphs will copy all the graphs displayed currently and paste them in a spreadsheet called
GRAPHS.
The grouping option allows exporting the data by grouping them either:
- By result (one spreadsheet for each type of results)

- By Sensor (one spreadsheet for each sensors)
M002-131-2 - 67 -
The export set-up window
Once the data have been exported, it is possible to reopen the Excel file and customize it within MS
Excel. Then this file can be saved into the directory C:\OROS\ORBIGate data\Templates to become
a new template. This new report template can be used for data exported from the same project
(same number of channels).
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SINGLE / DUAL PLANE

BALANCING
M002-131-2 - 69 -
TABLE OF CONTENTS
HOW TO INSTALL THE SINGLE/DUAL PLANE BALANCING MODULE ..........72

Equipment required for the installation: ....................................................................... 72
Software licensing .......................................................................................................... 72
Standard license: ORNVS-BAL-ST ...........................................................................................................72
Floating license: ORNVS-BAL-FL .............................................................................................................72
Software installation ...................................................................................................... 72
INTRODUCTION .......................................................................................76
Angular adjustments ...................................................................................................... 76
Basic balancing procedure ............................................................................................. 77
Physical Background ...................................................................................................... 78
GETTING STARTED ...................................................................................79

SETTINGS .................................................................................................81
Project management .............................................................................................................................81
Activation of measurement channels ....................................................................................................83
Channels settings ...................................................................................................................................84
Transducer database .............................................................................................................................86
Rotor geometry and balancing quality ..................................................................................................87
Measurement monitor settings .............................................................................................................87
ONE PLANE BALANCING ..........................................................................89

Measurements, display, storage.................................................................................... 89
Initial run ........................................................................................................................ 90
Test run .......................................................................................................................... 91
Calculating balancing weights................................................................................................................93
Balancing prognosis ...............................................................................................................................94
Balancing report ....................................................................................................................................96
TWO PLANES BALANCING........................................................................98

Measurements, display, storage.................................................................................... 98
Initial run ........................................................................................................................ 99
Test run 1 and 2 ........................................................................................................... 100
Calculating balancing weights............................................................................................................. 105
Balancing prognosis ............................................................................................................................ 106
Balancing report ................................................................................................................................. 109
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SINGLE / DUAL PLANE

BALANCING
INSTALLATION GUIDE
M002-131-2 - 71 -
HOW TO INSTALL THE SINGLE/DUAL PLANE BALANCING

MODULE
EQUIPMENT REQUIRED FOR THE INSTALLATION:
Before proceeding to the Balancing installation, NVGate should be installed (Refer to NVGate
Users Manual).
Software CD containing OROS Balancing and the online help.

A dongle dedicated to OROS Balancing software (in case of ORNVS-BAL-FL)
SOFTWARE LICENSING
STANDARD LICENSE: ORNVS-BAL-ST
If you are using a standard license, the OROS hardware (OROS 3-Series analyzers) is used to allow the
software operation. Your selected OROS analyzer should be connected when using the balancing
solution.
For the standard license, your hardware keys should be updated. If it the case, use the delivered CD
to update your hardware key. For details about this procedure, refer to your Analyzer installation
guide.
FLOATING LICENSE: ORNVS-BAL-FL
If you are using a floating license, you should plug your USB balancing dongle when using the
software (online or offline). The floating license will allow you to use your balancing software on any
of your analyzers.
For the floating license, an updating of your hardware keys may be required. If it the case, use the
delivered CD to update your hardware key. For details about this procedure, refer to your Analyzer
installation guide.
SOFTWARE INSTALLATION
In order to install the OROS Balancing solution, start the setup.exe from the CD ROM. Then, follow
the installation procedure as described below:
The following screen will appear: press OK to continue the installation.
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Installation procedure start
The software installation proposes you to choose your installation directory based on the following
window. If the default directory is satisfying, press the icon showing a computer.
Installation directory selection
At the next stage, you can choose the position of the shortcut in the Windows START menu. If the
default path is satisfying press continue.
M002-131-2 - 73 -
Start Menu path selection
The installation process is now finished. You can now press OK from the following dialog box.
Installation process completion
You can now start the Balancing solution from your WINDOWS START Menu.
M002-131-2 - 74 -
SINGLE / DUAL PLANE

BALANCING
USER'S MANUAL
M002-131-2 - 75 -
INTRODUCTION
A rotor is a body rotating about its axis during service. In general such a rotor consists of an axle with
one or more discs fitted to the axle. Such discs can be fly wheels, grinding wheels, or turbine wheels
etc. The axle running in bearings allows thus the rotation of the body.
Depending on their rotational speed, rotors can be grouped in two basic categories: rotors with rigid
shaft, and rotors with flexible shaft. If the operating speed remains below half of the first critical
bending speed, the body does not deflect. At such operation speeds and non circular cross section of
the shaft and / or rotor, the axis of rotation and the inertial axis do not coincide. This results in a
tumbling movement of the structure, the size of which depends on the bearing clearance and
stiffness. In any case the bearings are subjected to unnecessary or even non allowed loads. At higher
speeds the shaft will deflect, due to the non symmetric circular cross section. Depending on the
position of the discs on the shaft they can even be inclined and thus increase the whirl.
An increase of the running quality is achieved through reduction of the asymmetry by means of
addition or reduction of masses. Thus the inertial axis approaches the rotational axis. Rigid rotors can
be sufficiently balanced in one or two planes. In practice depending of the number of transducers
used and the number of planes four cases can be considered.
Number
Case Balancing planes Vibration Transducers Tach sensors
1 1 1 1
2 2 2 1
3 1 2 1
4 2 4 1
Case 1 The simplest case is to use one vibration transducer fitted for example to the rotor
housing near one bearing in radial direction.
Case 2 For two planes fit one transducer near each bearing in radial direction, as above.
Case 3 To take into account the different stiffness of bearings in horizontal and vertical
direction, two transducers can be used. The resultant of these two measurements is
calculated and then used for balancing. To do this, transducer 1 has to be mounted
radial in 45 to the horizontal, and transducer 2 in 135.
Case 4 The same applies for two planes with 4 transducers.
ANGULAR ADJUSTMENTS
To identify the angular position of the balancing masses, the tach point and the accelerometer
direction must be taken into account.
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Angular adjustments
Tach point
The tach trigger point should have the same angular position as position 1. If this is not possible, the
angular difference can be corrected in the rotor geometry setup as Offset.
Accelerometer
The measurement direction of the accelerometer must be referred to the tach sensor position. This
can be done by the Angular correction in the analyzer setup. In our example in Sketch 1, the
angular correction is 90 and the offset is -15 .
Tip
If the angular position of the tach signal is unknown, place a test mass to whatever position and
define it as position 1 (0) in the rotor geometry table. Now all angles are relative, referred to the
position of the respective test mass position.
BASIC BALANCING PROCEDURE
The execution of this balancing task can easily be achieved with your OROS 3-SERIES Analyzer (and its
NVGate software running in the background) and the Balancing module. This module can be used for
balancing in the lab, as well as on site. The steps in the balancing procedure are shown in the
following Figures, with the corresponding explanations.
Balancing procedure
1 Initial Setting:
- Load or create a project
- Choose number of planes and Transducers (Case 1 4)
- Setup OROS 3-SERIES analyzer
- Introduce the rotor data
- Setup Monitor
2 Initial run
- Choose and fix a test weight

3 Test runs 1 or 2
- Calculation of the balancing weights
- Balancing prognosis
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4 Balancing run
- Report
- Physical
PHYSICAL BACKGROUND
The initial run analyses the behavior of the rotor due to its initial unbalance.
During the test run, the applied test masses modify the position of the unbalance. This yields the
sensitivity of the rotor. Thus with the knowledge of the reaction of the rotor to added masses,
suitable masses can be calculated to compensate the initial unbalance.
For balancing in one plane, just one test mass and one test run is necessary. It is important that the
angular position of the initial unbalance is changed significantly by the test mass. Take this into
account, when choosing test weight and position.
When balancing in two planes, two test runs are necessary. For each run only one test mass is
necessary positioned in one of both planes respectively. Again in both test runs the position of the
unbalance must be changed by the test masses.
Assumptions
We assume a linear system. This means the rotor has to run at one stable speed during all
measurement runs. The system has to be in a stationary state. If any alterations of the vibration
behavior occur during the balancing procedure no meaningful balancing calculations can be
obtained. Only the test weight should modify the unbalance of the rotor, but the rest of the system
has to stay unchanged.
Example
Imagine a rotating machine to be balanced when standing untightened on the floor. After the test
mass is mounted the increased unbalance causes the machine to move. Holding or fixing the
machine during the test run will cause wrong balancing results. To overcome this chose lower test
mass or position to reduce the unbalance. If this doesnt work you could fix the machine during the
complete balancing procedure. After this basic balancing execute a second complete balancing
procedure with the machine unfixed (in normal operating conditions).
General advice
If the test weight does not sufficiently modify the angular position of the unbalance, the rotor
sensitivity can not be determined precisely, and balancing calculation is not meaningful. If the
program detects this case, it will give a corresponding error message.
If no improvement is achieved during a complete balancing run, the angular position of the initial
unbalance and the unbalance obtained after positioning of the test mass should be checked. If the
difference is less than 10 the test run must be repeated with a different position of the test mass.
Notice: Before repeating the test run with weights in new positions, the balancing weights should be
removed. After the test run balancing weights should be calculated again. Now the balancing run can
be repeated.
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GETTING STARTED
To start the application, click on the Balancing-Solution-Icon.
Balancing Solution
The OROS Single / Dual Balancing module appears with the following start screen
Start Balancing Solution of rigid rotors

Choose your preferred language start the Software by clicking
- Online to start measurements.
- Offline to run the software offline.
When starting online the system will require starting NVGate displaying the dialog window below.
NVGate start request
Start NVGate by click on the NVGate Icon below.
NVGate icon
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If the hardware or dongle is not connected, NVGate will detect this error and quit it with the
following message.
Ensure either the hardware or the dongle is connected

Then, select the running mode.
Select running mode

- To proceed to a measurement, select: Connection to hardware
- For Offline access the Office mode can also be used.
- When the software starts the following NVGate window is displayed. Minimize NVGate.
- NVGate - Startn Go
It is recommended to start with a default project. It is recommended to set your special user name to
Restricted user to prevent any further changes of your settings. Then, the NVGate window can be
minimized.
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SETTINGS
Settings follow the same rules whether it is for one plane balancing (single) or two planes balancing
(dual). The description below is given for the two planes balancing. For one plane, the description
would be the same but with one plane.
PROJECT MANAGEMENT
To create a new project click on New or load one of the existing projects after selection OK.
LOAD AN EXISTING PROJECT
(1) Select the Hard disc partition (for example C) (4) Selected Project Rotor 3
(2) Select the sub directory (for example OROS (5) Click to start the program with the
Balancing Solution) selected project
(3) Select the Project in the Project List (for

example Rotor 3)
Load a Project
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CREATE A NEW PROJECT
Step 1
(1) Click to open the explorer, (2) In the Explorer, (3) click to open a new sub directory
(4) Rename the new sub directory to Machine and double click to change into the new
subdirectory
Project generation
Step 2:
(1) Sub directory Machine (2) Enter project name Engine A (3) Click to save the new project
Project generation
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Step 3: Load the new Project
(1) Change the directory to Machine sub directory
(2) Project List Engine A
(3) Selection Engine A
(4) Click to start the program with the new Project Engine A
Project generation
ACTIVATION OF MEASUREMENT CHANNELS
Depending on the number of balancing planes and sensors used, one, two or four channels are
needed.
Choose what you need for your measurement, by clicking on A, B, C or D or use the following
shortcuts: [Alt] + [A], [Alt] + [B], [Alt] + [C], [Alt] + [D]
The corresponding channels are activated. This is shown by a on the corresponding BNC
connector in the Figure.
Connect your transducers to the corresponding In-puts on your 3-SERIES analyzer.
The Tach signal must be connected to Ext. sync. 1
Example
(1) Click on C for two Planes and two Sensors
(2) Channel 1 is activated
(3) Ext. sync. 1 is activated

(4) To continue click on OK
Or use [Alt] + [O]
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Balancing Planes Setup 2 Planes and 2 Sensors
CHANNELS SETTINGS
Activated channels are highlighted in green. Channels 1 and 2 and Ext. sync.1 are activated.
Adjustment of channels
Set the input range and the coupling for your transducer, as well as his unit and sensitivity.
To choose your transducer from the transducer data base, click on Transducer.
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Notice: Your tach signal must have one pulse per revolution.
Set the range, coupling and slope for this tach signal.
Choose the speed range in which you want to observe your rotor.
Input the balancing speed.
Set the number of averages for your measurements.
An eventually needed phase correction can be introduced here. See chapter 1 Introduction.
Choose an appropriate sampling frequency.
All adjustments can be saved and reloaded
Saving the channel and measuring setup

All setup settings can be saved and reloaded.
Notice: The balancing module always starts with the analyzer settings that have been used last.
You do not need to do all adjustments for a new project. Just load the setup of an existing project.
Tip:
If you want to make sure, you always start with the same settings, create a reference project with all
settings adjusted properly. Each part of the project is saved with a specific extension.
Reference Project = *.WSR

Analyzer settings = *.STP
Monitor = *.DGW
Rotor geometry = *.ROT (created when saving *.STP)
In the file menu, File / Save Project can be used to save the project.
For a new Project with these Settings: Load Reference Project.
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This is now the last project that has been used
Create New Project: It has the settings of the Reference Project.

Click Transducer to open the data base.
Or
Click Continue to proceed to the next step.
TRANSDUCER DATABASE
Transducer data base

For easier and faster adjustment use the transducer data base.
Input your transducer in the list shown by clicking the corresponding fields and adjust an input
transducer label, unit and sensitivity.
To select a transducer click in the corresponding line, and choose the analyzer channel, where this
transducer is connected to. Click Set.
The transducer data base can be saved and reloaded.
It is also possible to create several data bases for example for different users and their transducers.
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ROTOR GEOMETRY AND BALANCING QUALITY
Example
(1) No. of mass positions Enter 12 for both planes (6) Rotor mass
(2) Radius 100 [mm] (7) Speed RPM
(3) Offset 15 [Deg] (8) Quality class
(4) Click on Apply to display the circle (9) Residual unbalance [g mm]
(5) Unit of Unbalance [g mm] or [oz in] (10) Residual unbalance [oz in]
Rotor geometry and balancing quality
MEASUREMENT MONITOR SETTINGS
Display settings - Diagram 1 - Plane 1 Display settings - Diagram 2 - Plane 2
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Notice: The balancing module always starts with the monitor that has been used last.
All Settings can be modified:
Set the number of graphs, the type and the order in which you want to see them.
Graphs with frames can be treated like windows in Windows.
Chose the scaling of the axis or use auto scaling (Y-axis only).
Colors and graph names can be arranged.
Click Set to create your new monitor.
Use Save at the bottom to save your new monitor.
If you want to use several monitors with different layouts put existing monitors into the monitor
table (double click a field in the table).
You can save and reload this selection of layouts.
Continue with Close
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ONE PLANE BALANCING

MEASUREMENTS, DISPLAY, STORAGE
Execute the following balancing procedure:
Initial run
Test run
Calculation of balancing weights
Balancing run
All runs can be saved, reloaded and overwritten.
If you use accelerometers for your measurement the signal can be integrated to show vibration
velocity.
The analyzer is now ready for measurement.
To start the analyzer click (1) or [F2] and the Measurement is displayed.
To open and changing any settings click
(a) Analyzer setup
(b) Rotor geometry and balancing quality
(c) Display setup
(d) Balancing calculation
Figure 1. Measurement display - start analyzer
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INITIAL RUN
Click Initial run
Click Average" (2), when rotor is at stable speed (Stationary state).
The figure below shows the result of the initial run.
Initial run - start average

Explanation of the graphs:
Polar graph: The blue point represents the magnitude and phase of the first order of averaged order
spectrum (10 averages). Click Initial run (1) and save the initial measurement (2).
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Initial run
After saving the initial run the results are displayed as shown in the figure below.
Results of Initial run

On this figure, the blue circle, representing the allowed residual unbalance, shows directly after the
initial run if the machine meets the required balancing quality or not.
Notice: At this point the tables only show amplitude and phase. The unbalance in [g mm] or in [oz in]
can only be calculated after the rotor sensitivity is measured in the test run. Click OK to proceed to
the test run.
TEST RUN
Preparation
Fix a test mass to the rotor.

Mass, value and position must be set in the rotor geometry table.
To do this, click Rotor in the Measurement monitor to open the rotor geometry window.
Your settings are shown by a red point in the polar graph.
There are three methods:
Remove test masses after test for example bolts etc.

Keep test masses after the test (for example for welding or drilling etc)
Displace two masses per plane for machines with slidable balancing weights.
The figure below shows an example where test mass is to be removed. The test mass of 4.2 grams is
set at position 4 (105; radius 100 mm).
The settings are saved automatically when closing the window. To use these settings in another
project, click on export (1) and save it in the sub directory of the other project. Proper settings can be
loaded from another project (2).
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Test mass positioning for one plane

Click Test run (1) and save the measurement (2).
After every test run, dont forget to remove the test mass (3).
Test run
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CALCULATING BALANCING WEIGHTS
After saving the test run the result is shown.
The amplitude scaling of the polar graph is now displayed in unbalance unit [g mm] (blue axis).
The blue circle now represents the allowed residual unbalance in [g mm].
The result table now shows the results for initial run and test run.
Proceed to the calculation of the balancing weights now.
Example
(1) Click to save the test run result
(2) Click to start the calculation
Test run results

Click Calculate to determine mass and position of the balancing weights.
The weights and positions for zero unbalance appear in the table and are shown by red points.
Blue point initial unbalance
Orange point unbalance with test weight
Proceed to the balancing prognosis to study the effect of available balancing weights.
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Example
(1) Select Init run + Test run (4) Result - proposal mass and position
(2) Click OK to start the calculation (5) Proposal position
(3) Result - Unbalance and Phase
Calculation of balancing weights
BALANCING PROGNOSIS
The effect of balancing weights can now be predicted by the mathematical calculations of the
balancing prognosis.
Set mass and position of the mass you want to use in column Mounted Mass.
Click on Prognosis to get the calculation of the expected residual unbalance (green point in polar
graph).
Only a mass of 4.2 gram was available and set to position 7. The prognosis shows that the residual
unbalance (blue point in polar graph) moves to the green point inside the blue circle.
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Example
(1) Proposal mass and position
(2) Click to enter the mass 4,2

gram
(3) Initial Unbalance
(4) Prognosis Unbalance (inside

of the blue circle)
Prognosis
Click balancing run (bottom left)
Click Start start or F2. The

measurement is displayed.
Click Average", when rotor is at

stable speed (Stationary state)
Balancing run (Black point: Initial run, Orange point: Test run, Dark green
point: Balancing run)
These points only appear if they are marked active in the result window. Then, save the balancing
result. At any stage saved results can be reloaded using the Load Measurement buttons. They also
can be overwritten.
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Example
(1) Click to save the balancing run result
Balancing run results
BALANCING REPORT
Balancing results overview

The overview in the following figure now shows the chronological mass predictions and settings as
well as the final result (End).
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Also the prehistory (masses present at start of actual balancing) can be seen in column Start.
This overview can be exported into a Microsoft Editor file (*.txt) by clicking Report.
Balancing Report
Scroll if anything is not visible on the screen.
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TWO PLANES BALANCING
MEASUREMENTS, DISPLAY, STORAGE
(1) Click Start start or F2. Measurement is displayed.
Measurement Display
(1) Click Average" when rotor is at stable speed (Stationary state).
Measurement Display
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INITIAL RUN
The figure shows the result of the initial run.
(1) Click Initial run
(2) Save your initial measurement
Initial run
Results of Initial run
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TEST RUN 1 AND 2
Preparation

To do this click Rotor in the Measurement monitor (b) to open the rotor geometry window.
Remove test masses after test: for example bolts etc.

Keep test masses after test for example welding or drilling etc.
It shows an example where test mass is to be removed. The test mass of 4.2 grams is set at position 3
(2) (75; radius 100 mm) (1)
The settings are saved automatically when closing the window.
Test mass positioning for two planes - Test run 1 - Test mass 1 - Plane 1
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Test run 1
Click Test run (1) and save the measurement (2).
After every test run, dont forget to remove the test mass (3).
Remove Test mass 1
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Test run 1 results

Preparation

To do this click Rotor in the Measurement monitor to open the rotor geometry window.
Remove test masses after test for example bolts etc.

Keep test masses after test for example welding or drilling etc.
An example is shown where test mass is to be removed. The test mass of 4.2 grams (3) is set at
position 4 (105; radius 100 mm) (4)
The settings are saved automatically when closing the window.
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Test mass 2 positioning for two planes - Test run 2 - Test mass 2 - Plane 2
Set the Run number to 2 (1) and save the measurement (2).
Test run 2
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Remove Test mass 2

Example
(1) Results for Plane 1 and Plane 2
(2) Save the results
Test run 2 - Result, Save and Start Calculate
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CALCULATING BALANCING WEIGHTS
Example
(1) Select Init run + Test run
(2) Click OK to start the calculation
Test run 2
After saving the test run the result is shown.
The amplitude scaling of the polar graph is now displayed in unbalance unit [g mm] (blue axis).
The blue circle now represents the allowed residual unbalance in [g mm].
The result table now shows the results for initial run and test run.
Proceed to the calculation of the balancing weights now.
Example
(1) Result - Unbalance 1 and Phase 1
(2) Result - Unbalance 2 and Phase 2
(3) Unbalance and Phase Plane 1
(4) Proposal mass and position Plane 1
(5) Unbalance and Phase Plane 2
(6) Proposal mass and position Plane 2
M002-131-2 - 105 -
Test run results
BALANCING PROGNOSIS
The effect of balancing weights can now be predicted by the mathematical calculations of the
balancing prognosis.
Set mass and position of the mass you want to use in column Mounted Mass (1), (2)
Click on Prognosis to get the calculation of the expected residual unbalance (green point in polar
graph).
Only a mass of 4.2 grams was available, and set to position 7. The prognosis shows that the residual
unbalance (blue point in polar graph) moves to the green point inside the blue circle.
Prognosis
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Execution:
Click balancing run (bottom left)

Click Start start or F2. Measurement is displayed.
Click Average", when rotor is at stable speed .(Stationary state)
The figure below shows the result of the balancing run.
Explanation of graphs:
Polar graph;
Blue point Initial run
Orange point Test run 1
Olive point Test run 2
Green point Balancing run
(These points only appear if they are marked active in the result window)
Save the balancing result.
At any stage saved results can be reloaded using the Load Measurement buttons.
Balancing run
To visualize hidden points deactivate the respective covering points. (click the respective field in
column Active of the tables!)
The dark green point in plane 1 and the orange point in plane 2 were deactivated and the black
points are visible again.
Click Overview to see a summary of the whole balancing job.

Click Report in to export this table into a Microsoft Editor file (*.txt).
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Balancing run results
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BALANCING REPORT
Balancing results overview
The overview now shows the chronological mass predictions and settings as well as the final result
(End).
Also the prehistory (masses present at start of actual balancing) can be seen in column Start.
Scroll if anything is not visible on the screen.
This overview can be exported into a Microsoft Editor file (*.txt) as a Balancing Report.
Balancing Report
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Unbalance before and after balancing
Vibration measurement before and after balancing
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MULTIPLANE BALANCING
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TABLE OF CONTENTS
HOW TO INSTALL MULTIPLANE BALANCING .......................................... 116

STARTING UP THE MULTIPLANE BALANCING MODULE .......................... 118
Welcome screen ................................................................................................................................. 118
Project base creation .......................................................................................................................... 118
Examples insertion.............................................................................................................................. 119
Getting further .................................................................................................................................... 119
INTRODUCTION ..................................................................................... 122

Multiplane balancing principles ................................................................................... 122
Critical speeds and modes .................................................................................................................. 122
Planes and runs................................................................................................................................... 122
Measurement points and channels .................................................................................................... 122
Software main principles ............................................................................................. 123
The configuration wizard ............................................................................................. 123
GETTING STARTED WITH THE MULTIPLANE BALANCING MODULE ......... 124

Starting the software module ...................................................................................... 124
Project management ................................................................................................... 124
Rotor configuration set-up .......................................................................................... 125
Data import and selection ........................................................................................... 125
Runs display and RPM selection .................................................................................. 126
Balancing weights ........................................................................................................ 127
GETTING FURTHER WITH THE MULTIPLANE BALANCING MODULE ........ 128

Project management ................................................................................................... 128
Rotor set-up ................................................................................................................. 128
Planes configuration ........................................................................................................................... 128
Overview ............................................................................................................................................. 129
Method of balancing: Remove or Keep the test mass........................................................................ 130
1X data selection .......................................................................................................... 130
Importing data .................................................................................................................................... 131
Channels selection .............................................................................................................................. 132
Looking at the balancing data............................................................................................................. 133
Runs display and RPM selection .................................................................................. 133
Runs display ........................................................................................................................................ 133
RPM selection ..................................................................................................................................... 134
The calculation ............................................................................................................. 136
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Correction weights window ......................................................................................... 136

Mounted masses ................................................................................................................................ 136
Overview ............................................................................................................................................. 136
Prognostics ......................................................................................................................................... 137
Report ................................................................................................................................................. 137
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INSTALLATION GUIDE
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HOW TO INSTALL MULTIPLANE BALANCING

Place the directory Installation Files on the PC where the software should be installed. It is
recommended that the path to this location should not be too long.
Installation files
Start the installation by a double click on the setup.exe file. The following window will appear
Installation procedure, Step 1

Press OK. The following window will now appear. Select the directory where the software should be
installed. And press the button with the computer.
Installation procedure, Step 2

The installation will proceed until the following screen. Press Continue.
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OROS NVSolutions group creation, step 3

If the installation asks you to replace "ocx" or "dell" files dont replace them: select the option to
keep you existing files.
Final installation screen

The installation should proceed until the final screen as above.
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STARTING UP THE MULTIPLANE BALANCING MODULE

Plug your licensing dongle: the dongle should have been updated to allow the software license. The
software can be started from the start menu in two ways as follows:
Software start from the Start Menu

The software can be started from the OROS NVSolutions group in the start menu.
Software start from the OROS NVSolutions
WELCOME SCREEN
Start the software. The following screen will appear.
Welcome screen and language selection

Choose the appropriate language and press START.
PROJECT BASE CREATION
The project window appears:
The project window

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At that stage a new project base should be created. Click on project base path.
The project base path window appears. An available area should be selected on the disk of the
user: for example C:\OROS. Then, a new directory should be created: for example Bal data.
Creating a new project base

Then you can exit the software. First press Close and then Exit in the project window.
EXAMPLES INSERTION
Copy through the windows explorer the directory 3Planesexample and the CSV example from
the Examples directory to the defined project base: for example Bal data if it was defined to be
so.
GETTING FURTHER
Then, the software should be started as described above (Chapter 2 of that manual). Refer to the
Multiplane balancing operating manual for the detailed use of the software by selecting Help in
the software menus. The Getting Started section should be read and followed in order to optimize
the software use.
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USER'S MANUAL
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INTRODUCTION
MULTIPLANE BALANCING PRINCIPLES
CRITICAL SPEEDS AND MODES
There is an important relationship between the number of critical speeds that one wants to balance
and the number of planes required. One needs to have enough balancing planes for that. That is
typically why one should need more than two planes to balance the first critical speed.
Difference between dual plane and multiplane
PLANES AND RUNS

The number of runs required depends of the number of balancing planes on which one want to
balance the rotor
Relations between Planes and Runs

For each balancing, an initial run is required (without trial mass). Then there should be as many trials
runs as there are planes (cf. picture above). Trial masses should be put at different positions in order
to bring enough information.
The user can use steady state, run up, and shut down data. Nevertheless, the user should take care
not to mix up the kind of data (for example: a run up for the initial test and shut down for the trial
mass), as the mechanical behavior is different.
MEASUREMENT POINTS AND CHANNELS

A measurement point, connected to an instrument channels, is not necessarily linked to a correction
plane. Vibration is measured at a bearing. There is not always the same number of channels as the
number of planes. Nevertheless there should be enough channels to solve the problem. It is
recommended to have at least one channel per balancing plane and relatively close to it.
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A typical measurement configuration
SOFTWARE MAIN PRINCIPLES

- The software works in the office mode and is based on 1X data (amplitude and phase) versus
RPM. The user will be able to select one or several speed ranges to be balanced.
- Data can be collected with OROS ORBIGate and exported as CSV files with the option group by
results. One can look at the CSV files example provided with the installation.
- Mains steps are:
o Rotor configuration and trial masses positions
o Importing and selecting data (channels selection)
o Selecting the RPM range
o Processing the calculations
o Considering the correction weights and choosing the mounted masses
THE CONFIGURATION WIZARD
The main configuration wizard contains 5 main steps:
Configuration toolbar
The steps are detailed in the table below
Toolbar Description
STEPS
icon
- Rotor and runs configuration
1
- Data import and selection

2
- Runs display and RPM selection

3
- Processing correction weights calculation

4
- Correction weights results

5
By pressing next and back on each window the configuration steps can be accessed. Whenever it
is required to access one of the windows independently, the icons toolbar can be used.
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GETTING STARTED WITH THE MULTIPLANE BALANCING

MODULE
This chapter let the user go through each steps of the configuration easily and rapidly. In order to get
more information on each steps refer to chapter 3.
STARTING THE SOFTWARE MODULE
Welcome screen: language choice

The software can be operated in 3 languages: English, German or French. Choose your language and
press START.
PROJECT MANAGEMENT
Use the example project provided with the software and open the project 3Planesexample. The
project should have been placed into the balancing data directory as described in the installation
guide.
Project window
Pressing Next>>, the user will enter the configuration wizard and access the Rotor configuration
set-up.
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ROTOR CONFIGURATION SET-UP
The next step is the configuration of the rotor. The rotor configuration is displayed for the 3planes
example. This window let the user setup the number of planes. In the example, it is 3. The number of
runs is automatically assigned as being the number of planes + 1 (the initial run): so 4 in the example.
The main point to be set up in these windows is the Test run Masses positions and weights for
each run.
Rotor configuration set-up

Pressing Next>>, the user will access the 1X Data import and selection.
DATA IMPORT AND SELECTION
The purpose of that window is to import 1X data and select them. In the 3planesexample project
there are already some data.
The user can use steady state, run up, and shut down data. Nevertheless, the user should take care
not to mix up the kind of data (for example: run up for the initial test and shut down for the trial
mass), as the mechanical behavior is different.
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1X data selection
Clicking the icon ( ) will show the data.
Pressing Next>>, the user will access the Display configuration window.
RUNS DISPLAY AND RPM SELECTION
This window is used to display the data and achieve the RPM selection.
The data can be displayed in several ways:
- For each channels (active or not)

- For each run
- In different display types (Magnitude, Phase, Polar, RPM)
Runs display and RPM selection

The RPM selection can be done by clicking the graph with the left button and dragging it to the right,
click left and press enter with the keyboard.
Pressing Next>>, the user will start the calculation and access the Balancing weights window.
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BALANCING WEIGHTS
In the balancing weights window is the step where the correction weights recommendations
are displayed.
Correction window
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GETTING FURTHER WITH THE MULTIPLANE BALANCING

MODULE
PROJECT MANAGEMENT
Projects allow the user to save and load a configuration.
Project: open an existing and create a new project

Projects are located in a project base. This project base can be selected with the button project base
path (Read the installation guide about this).
Project base selection
ROTOR SET-UP
PLANES CONFIGURATION
The number of planes should be selected first.
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Positions are the places where one can put tests masses as well as correction masses on the rotor
planes. One should enter the number of positions: they will be distributed evenly around the plane.
Then, one can configure each plane: tests masses positions radius, and balancing radius for the
positions.
Rotor set-up
There are two ways to enter the masses. One can enter them in the table. One can also enter them in
the cells called Weight and Angle. The angle should be an existing one. Otherwise a message will
be issued saying that it is not possible.
OVERVIEW
Clicking on the Overview button, let the user display for each run where the masses will be
positioned on the balancing planes.
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Test runs overview
METHOD OF BALANCING: REMOVE OR KEEP THE TEST MASS
There are two possibilities concerning the method to be used. One can choose to remove the test
mass or keep it. In most cases the test masse is removed. Sometime there is no possibility to do that:
the test mass has to be welded for example.
1X DATA SELECTION
The base for balancing is 1X data (amplitude and phase). The data should be available in the ODR
format. If the data is not available yet, it should be imported based on CSV files (with a format as
defined by the example on the installation CD).
This window is where the data is selected. One should double click in the area aligned with the test
run. It will open a window where the ODR file can be selected.
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1X data selection
The balancing run is used when a balancing has already been achieved. At that stage one wants to
balance further on the same machine. It is also called trim balance.
IMPORTING DATA
EXPORTING DATA FROM ORBIGATE TO CSV

Let us be in the case where the Balancing project is Turbine 1. One should load a
measurement file in the navigation mode of ORBIGate. Then proceed as follows:
Step 1: File/export.
Step 2: Select the appropriate choices in the export: Export in Excel template, Export in
separate files, Repeat Data, RPM, Time on each sheet + Group by result
Step 3: Create a directory by the name of the run (InitialRun for example)
Step 4: Export the data.
Exporting CSV files from ORBIGate
IMPORTING DATA FROM CSV TO BALANCING
Importing data will convert CSV files to ODR files. The first step is to select CSV files from a
directory. It should be displayed as in the window below. One can decide to select either
(RMS) value or (Pk-Pk) values. Once the files are selected, one should press convert and
save. It will convert data to ODR files that are the files used by the software.
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Data importation window

Important notice:
- One should not import a file that contains both a run-up and a run-down.
- One should import data that contain data with the same physical dimension (acceleration,
velocity or displacement).
CHANNELS SELECTION
Measurement files contain a number of channels. One doesnt need to use all the channels. It is
possible to make them active (X) or not, by clicking in the cell. In that way theyll be selected to be
used or not for the calculations.
Channel selection window
In the display step ( ), the channel will appear without a cross if it is the case, as shown in the
figure below.
Appearance of channels activity in the display window step
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LOOKING AT THE BALANCING DATA
Clicking the icon ( ) will show the data in a table looking as follows.
Data table
RUNS DISPLAY AND RPM SELECTION
RUNS DISPLAY
- As shown in the following window, one can select the data that should be displayed:
o For each channels (active or not)
o For each run
o In different display types (Magnitude, Phase, Polar, RPM)
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Display options
By clicking in the setup button, one can access the display of the setup.
RPM SELECTION
One of the major steps is to select the RPM range for the balancing. It is recommended not
to select the critical speed itself as part of the RPM range. At this speed, the phase is
changing a lot and it would not provide a good result. Typically, one should keep away with
a 100 rpm distance from the peak during the RPM selection.
There are two ways to select the rpm range to be selected: graphical and manual.
Graphical: The RPM selection can be done by clicking the graph with the left button and
dragging it to the right, click left and press enter with the keyboard.
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Graphical RPM range selection

Manual: The RPM range can also be selected manually with the Manual button as
shown in the figure below.
The user can choose in the RPM range a number of settings:
- RPM-Minimum: is the lower end of the RPM range that should be considered
- RPM-Maximum: is the higher end of the RPM range that should be considered
- Step: is the RPM step that should be considered
Manual RPM range selection
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THE CALCULATION
The calculation is triggered by pressing the calculation icon ( ). When the calculation is finished
the correction weights window will be automatically shown.
CORRECTION WEIGHTS WINDOW
The software proposes the recommended correction masses in the correction weights window (
). They are shown on the graph and in the column calculated.
MOUNTED MASSES
The user can choose to mount masses that are different than the calculated ones. The prognostics
will show what the prognosed residual vibrations for each channel are.
Mounted masses window
OVERVIEW
The overview button let the user access an overview picture of the corrections recommendations for
all planes.
Correction weights overview
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PROGNOSTICS
The prognostics are the vibration that can be expected at the selected channel. The prognostics are
given as a function of the masses that are chosen to be mounted. The values should be entered in the
cell "Mounted weights".
Prognostics window
REPORT
The report shows in a table, the history of the trial masses that were used and of the mounted
masses. This is displayed for each plane. Each report can be exported to a TXT file.
M002-131-2 - 137 -

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Rotating Solutions Users Manual

HOW TO INSTALL ORBIGATE ......................................................................8

The grid ..................................................................................................................................................43

DATA ACQUISITION .................................................................................56

DEDICATED TURBOMACHINERY TOOLS ...................................................62

REPORTING AND EXPORTING ..................................................................67

HOW TO INSTALL ORBIGATE

The initial window is displayed. Press Next >

Installing ORBIGate, step 1.

Choosing the installation path

Then, the software is installed and the following window displayed.

To start ORBIGate, double click on the desktop shown below.

ORBIGate in the Start Menu

The set-up toolbar

- Choosing "Load Project" allows the user to load measurement settings.

- Choosing "Load Measurement", the acquired measurement data can be loaded.

To get started, choose Create New project and press GO.

The Start n Go window

The next step is to configure the machine train.

The machine train configuration

The test point configuration

The inputs configuration

The following step is to configure the speed properties.

The rotating speed configuration

The analysis window configuration

The Add/remove window configuration

The acquisition working environment

The working environment

1. Analysis mode toolbar

4. Tach and Gap and reference voltage toolbar

5. Run Out toolbar

6. ORBIGate status zone

10. Hardware status zone

The Startn Go window

ACQUISITION, POST ANALYSIS, NAVIGATION: 3 MODES TO OPERATE ORBIGATE

The acquisition mode is used to acquire

PROJECT AND MEASUREMENT MANAGEMENT

PROJECT MANAGEMENT AND OPERATING MODES

Switching to the offline mode

Save overwriting check

The record measurement icon

Files can be sorted based on their:

Measurement database interface

USING DEFAULT PHYSICAL QUANTITIES

Setting Up the inputs

ADDING NEW PHYSICAL QUANTITIES

In the preferences, it is also possible to:

- Phase: The phase can selected to be displayed as 0/360 or -180/+180

Display and print preferences window

The fixed allows to setup the maximum value for a graph

Auto scale or Fixed Scaling

This preference aims at providing a better

Note: New XY preferences are taken into account

For example: if a project was saved with older XY

PROBES CONNECTIONS TO THE ANALYZER INPUTS

4 choices for probes connections preferences

First step, the machine train configuration

A typical machine train

The first step is to enter the general information:

The company name,