Static & Dynamic Balancing: I-Introduction

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Mech. Vibrations Lab. Manual, Expr.

# 6

Static & Dynamic Balancing


I- Introduction:
Balancing is an essential technique applied to mechanical parts of rotational functionality (wheels, shafts, flywheels), in order to eliminate the detected irregularities found within it, and that may cause excessive vibrations during operation, and act as undesirable disturbances on the system being in use. Such irregularities may rise due to the inhomogeneous distribution of material within the part, bending and deflection of rotating shafts, and eccentricity of mass from the axis of rotation of the rotating disks and rotors. These irregularities lead to small eccentric masses that disturb mass distribution of the part, and the last generate centrifugal forces when the part is in rotation; the magnitude of these forces increases rapidly with speed of rotation, and enhances vibrations level during operation, and cause serious problems.

II- Objectives:
This experiment is established in order to introduce and interpret the general features of balancing technique, in addition to familiarise the student with the basic steps in applying both static and dynamic balancing techniques on unbalanced mechanical parts.

III- Technique Presentation:


Part One- Static Balancing:
Static Balancing simply means the insurance of mass distribution about the axis of rotation of the rotating mechanical part in the radial directions, without consideration of that distribution in the axial (longitudinal) direction. To illustrate this; consider a circular disk of perfect mass distribution, with the points A and B are at two opposite positions on the circumference of the disk, but each is on one of the faces of the disk, and suppose that a point mass with the same value is fixed at each of the two points A and B. Generally, static balancing looks to the part in the direction of its axis of rotation, so in this case, as the two eccentric masses at A and B are in opposite positions
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with equal distances from the central axis, the disk is considered statically balanced although these masses are at different axial positions. Practically, static balancing is performed by taking the part like a disk with its axis of rotation oriented horizontally, and rotating it several times; and at the end of each run after getting stable, a mark is made in the lower part of the disk on one of its faces. If the different marks are distributed randomly over the circumference of the disk, then the disk is of good mass distribution and considered balanced; but in the case that they accumulate in a small region, it is realised that there is a mass concentration in that part of the disk, and this can be treated either by taking small mass from there, or by adding mass to the opposite position of the disk. Static Balancing Machine shown in Figure-6.1 below is used for faster and more accurate static balancing operations. The machine is simply a pendulum, that is balanced and stable in a vertical configuration with no loading, and free to tilt in all directions about a ball joint; but when the pendulum is loaded with an unbalanced disk on its platform, it tilts by some angle from the original orientation. The side to which it tilts shows the position of the eccentric mass, and the angle by which it tilts is proportional to the magnitude of that eccentric mass to be compensated.

pendulum

unbalanced disk

Ball joint

After Loading

Before Loading
Figure-6.1 Schematic representation of the Static Balancing Machine

From the previous discussion, the only condition to be satisfied for static balancing to be achieved is that:The resultant force of all the forces caused by the rotation of the out of balance masses, in a given rotating part should be zero, that is:
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Fi = 0

(1)

The force Fi is given by:


Fi = mi ei 2

(2)

where; mi is the out of balance mass (eccentric mass). ei is the distance from axis of rotation (eccentricity). is the angular speed of the part. (Note: eqn-1 is a vector equation, in which each force is a vector of a magnitude given by eqn-2, and direction denoted by the angle i, measured from the reference horizontal direction).

Part Two- Dynamic Balancing:


Dynamic Balancing differs from static balancing in that the mass distribution of the part is detected in all directions, and not only about the central axis; and so, not only the magnitude of the unbalanced mass and its distance from the axis of rotation are to be determined, but also its position in the axial (longitudinal) direction of the rotational part. To illustrate the meaning of this, consider a disk rotating with an angular speed , with different out of balance masses mi, each with eccentricity ei from the axis of rotation. These masses are not expected to be in the same plane, but in different locations along the disks axial direction; in addition, each mass will produce a centrifugal force making an angle i with the reference horizontal direction in its own plane. The system described previously and shown schematically in Figure-6.2, can be easily treated by choosing any plane as the reference for the other planes containing the eccentric masses, such that each one of them is at distance ai from that reference plane. And for simplicity, choose plane-1 as the reference plane, where a1 becomes zero. Generally, for the dynamic balancing of a system to be achieved, then: The resultant force of all centrifugal forces caused by the out of balance masses should be zero (as in static balancing), in addition to that the summation of their moments about any point should be also zero, that is:
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(4)

(3) m2

(2)

Reference Plane (1) m1

e2 Axis Of Rotation e4 m4 e3

e1

m3

a2 a3 a4
Figure-6.2 General case of a 3-D system to be dynamically balanced

Fi = 0 Mi = 0

(1) (3)

And again, the forces in eqn-1 are given by eqn-2, and the moments in eqn-3 are given by:
Mi = ai mi ei 2

(4)

And so, after choosing a reference plane, translate all the centrifugal forces in the other planes to that plane as forces (miei2) and moments (aimiei2), and there you can apply the vector summation of forces and moments separately to satisfy the requirements of dynamic balancing mentioned in eqns-1 & 3.

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IV- System Description:


The system we are dealing with is shown in Figure-6.3, which consists of four blocks with the same geometry and dimensions, but each has a different size hole and so different eccentric mass. The four blocks are spaced along a shaft driven by an electrical motor, where each is fixed at distances Si from its end, with angle i measured from the horizontal direction. The electrical motor is attached to the shaft by a flexible belt, and provides the shaft with rotation at various speeds; The shaft and the four blocks are carried on a circular table, which is attached to the rigid frame by flexible mountings that permits the sense of vibrations during the operation of the system. The system in hand is to be balanced using the principles outlined before. The dimensions of all the blocks are provided, while the angular orientation and the distance from the end of the shaft are given for the first two blocks only; and so, you have to find the missing parameters of the other two blocks analytically, such that balancing state is accomplished.

V- Governing Equations:
In this experiment, the major formulas to be used have been given in eqns-1, 2, 3 & 4; and according to the given system, eqns-1 & 3 can be extracted to:
Fi = F1 + F2 + F3 + F4 = 0 m1e1 cos 1 + m2 e2 cos 2 + m3 e3 cos 3 + m4 e4 cos 4 = 0 m1e1 sin 1 + m2 e2 sin 2 + m3 e3 sin 3 + m4 e4 sin 4 = 0 M i = M1 + M 2 + M 3 + M 4 = 0 a1m1e1 cos 1 + a 2 m2 e2 cos 2 + a3 m3 e3 cos 3 + a 4 m4 e4 cos 4 = 0 a1m1e1 sin 1 + a 2 m2 e2 sin 2 + a3 m3 e3 sin 3 + a 4 m4 e4 sin 4 = 0

(5) (6)

(7) (8)

To find the eccentric mass m and the eccentricity e for each block, then: According to Figure-6.4 shown below, by assuming that the sector removed from the circle of diameter D1 contributes approximately 90 of the full circle, then the eccentric mass and its eccentricity can be expressed by the following formulas, respectively:
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C2 e b

C1 t

D2

CG

D1

d L2

L1
Figure-6.4 Nomenclature of the blocks

2 1 2 2 2 m = L1 wt D1 t D1 t + D1 t D2 t bL2 t + d 2 L2 4 8 16 4 4
1 L L1 wt 1 C1 D1 2 t D1 2 t ( C1 b ) 8 2 16 e= m D2 2 t ( C 2 C1 ) + bL2 t d 2 L2 C1 b 4 4 2

(9)

(10)

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VI- Experimental Procedures:


1- Take all the dimensions and perform your calculations as will be demonstrated, and complete balancing process of the rotating shaft by finding the missing variables. 2- Fix the four blocks on the rotating shaft with the corresponding longitudinal distances from its end ai, and the angular orientations , according to your balancing calculations. 3- Connect the shaft to the motor through the flexible belt. 4- Run the motor, and vary its speed to observe the vibrations of the system. According to your calculations, this configuration of the four blocks on the shaft should give a balanced rotating system, and you can check it out from the behaviour of the system as it should not generate any vibrations, and rotates smoothly. To differentiate the behaviour of a balanced system from an unbalanced one, you can disturb the configuration of the four blocks with respect to each other (change a or/and ), and rotate the shaft again, then notice the vibrations or fluctuations of the system.

VII- Collected Data:


Table-6.1 Basic dimensions of the four blocks

Block D2 (mm) C2 (mm)

Differentiated Dimensions Among the Four Blocks (1) (2) (3)

(4)

Parameter D1 (mm) L1 (mm) t (mm) b (mm)

Shared Dimensions Among the Four Blocks Value Parameter C1 (mm) L2 (mm) w (mm) d (mm)

Value

Table-6.2 Data obtained concerning the first two blocks-1 & 2

Block (1) (2)

()

S (mm)

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VIII- Data Processing:


Use the dimensions measured, and apply in eqns-9 & 10 to find m and e for each block. On a graph paper, draw to scale from the origin the vector m1e1 at the angle 1, and then continue from its tip with the vector m2e2 at angle 2. On another graph paper, draw from the origin the vector a1m1e1 at the angle 1, and then continue with a2m2e2 at 2. Determine the quantity me for the four blocks. Determine the quantity ame for blocks-1 & 2. Note: a1 = 0 a1m1e1 = 0. Join the intersection point of the two circles with the end of vector-2 to get vector-3, and join it with the origin to get vector-4. Measure the angles of the two vectors 3 and 4. The intersection of them identifies vectors-3 & 4, and their lengths are a3m3e3 and a4m4e4, respectively. And so, you can find a3 and a4, then S3 and S4, according to your scale.

From the end of the second vector, draw a circle with radius m3e3, and from the origin draw a circle of radius m4e4.

From the end of the second vector, draw a line at angle 3, and from the origin another one at angle 4.

The previous method outlined is a graphical method, and you can obtain more accurate results by solving eqns-5 & 6 simultaneously, to find 3 and 4, and then eqns-7 & 8 to get a3 and a4. * Note that: ai = S i S1 , as we have chosen plane-1 as the reference plane.

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IX- Results:
Table-6.3 Data processing analysis

Block (1) (2) (3) (4)

m (kg)

e (mm)

me (kg.m)

ame (kg.m2) -------------------------------------

Table-6.4 Data processing results

Block (3) (4)

From the two graphs: ame (kg.m2) ()

a (mm)

X- Discussion And Conclusions:


1) Name some practical examples in which balancing technique is necessary, and so employed?

2) For the disk mentioned in the example of static balancing technique, it was
shown that it is statically balanced. Based on that description is it also dynamically balanced? Why?

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3) It can be easily concluded that static balancing dose not imply dynamic balancing. Describe how can you check that with the system used in the experiment, after being balanced?

4) Could we consider static balancing technique an adequate alternative for dynamic balancing in some special cases? If yes, explain when and give a practical example?

5) You are given a build-in system that you cannot change its configuration; like a shaft loaded with parts of known eccentric masses, at fixed separating distances and with fixed angular orientations. How could you balance such a system?

6) Comment on your observations concerning the behaviour of the system, when you had tested your balancing calculations experimentally?

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