Instruction Manual

Publication 350-01016-00, 06/28/09

Installation Operation Maintenance

AC Turbine Generator

Kato Engineering Inc.

P.O. Box 8447
Mankato, MN USA
56002-8447
Tel: 507-625-4011
Fax: 507-345-2798
Email: [email protected]
www.kato-eng.com
Page 1

Table of Contents
Introduction............................................................4
Foreword...............................................................................4
Safety instructions.................................................................4
Ratings/description................................................................4

Construction and Operating Principles...............6

Stator.....................................................................................6
Rotor......................................................................................7
Bearings................................................................................8
Connection boxes..................................................................8
Excitation system...................................................................9
PMG system........................................................................11

Installation.............................................................12
Receiving inspection............................................................12
Unpacking and moving........................................................12
Location...............................................................................12
Note: Because of rapid changes in designs
and processes and the variability of Kato
Engineerings products, information in this
manual must not be regarded as binding
and is subject to change without notice.
The image on the front cover is representative only. Several variations are available
within the range of generators covered
within this manual.

Base design.........................................................................12
Assemble to prime mover, alignment...................................13
Two-bearing alignment.............................................13
Foot deflection......................................................................15
Doweling...............................................................................15

Page 2

Electrical connections...........................................................15
Space heaters......................................................................15
Inspection before startup.....................................................15

Operation..............................................................17
Initial startup: generators w/auto & manual control..............17
Initial startup: generators w/auto control only.......... ............17
Restoring residual magnetism/field flashing.........................18
Continuous operation...........................................................19
Idling....................................................................................20
Parallel operation.................................................................20

Maintenance.........................................................23
Schedules............................................................................23
Maintenance procedures.....................................................25
Visual inspection methods of windings.....................25
Cleaning....................................................................26
Insulation resistance tests at low voltage.................27
Dry out procedures...................................................28
Bearing lubrication....................................................29
Rectifier tests............................................................29
Disassembly.........................................................................31
Overall disassembly..................................................31
Exciter armature and PMG removal..........................31
Bearing removal........................................................32
Assembly.............................................................................34
Bearing installation....................................................35
Overall assembly.......................................................35
Exciter armature and PMG installation.....................37

Troubleshooting Guide.......................................40
Appendices..........................................................43
List of equipment required for installation
and maintenance.................................................................43
Storage................................................................................44

Page 3

Introduction
Foreword
This manual contains instructions for installing, operating and
maintaining Kato Engineering AC brushless revolving field generators.
These generators are manufactured in many sizes and ratings and with
various options.
Lubrication information, electrical connection drawings, dimensional
drawings and parts listings for your model are contained in the manual
package as supplementary information and are the specific source of
information for making connections and ordering replacement parts.
Information about optional components of your generator may also be
contained as a supplement.
Please read this manual in its entirety before unpacking, installing, and
operating your generator.

Safety instructions
In order to prevent injury or equipment damage, everyone involved in
installation, operating and maintenance of the generator described in this
manual must be qualified and trained in the current safety standards that
govern his or her work.
While common-sense prevention of injury or equipment damage
cannot be completely defined by any manual (nor built into any piece
of equipment), the following paragraphs define warnings, cautions, and
notes as they are used in this manual:
Warning: Warnings identify an installation, operating or maintenance
procedure, practice, condition, or statement that, if not strictly followed,
could result in death or serious injury to personnel.
Caution: Cautions identify an installation, operating or maintenance
procedure, practice, condition, or statement that, if not strictly followed,
could result in destruction of or damage to equipment or serious
impairment of system operation.
Note: Notes highlight an installation, operating or maintenance
procedure, condition, or statement and are essential or helpful but are not
of known hazardous nature as indicated by warnings and cautions.

Ratings/description
Nameplates, which are located on the side of the generator, include
serial and model number as well as rating information and bearing and
lubrication information.

Page 4

Figure 1: Typical turbine generator

Page 5

Construction and Operating Principles

Enclosures
The standard design is open drip proof. The following options may apply
to your unit:

Air filtered
Air-to-air heat exchanger cooled (TEAC/CACA)
Air-to-water heat exchanger cooled (TEWAC/CACA)
Weather protected II
IP 22, 23,25,44,54
Sealed windings

See your drawings included in the drawing section for details on your
unit.

Stator
The stator consists of the supporting frame, core, and armature windings.
The stator core is made from laminations, thin sheets of electrical steel,
which are stacked and held in place by steel end rings and support
bars. The rings and bars are welded to or are part of the steel frame.
Base mounting plates are welded to the bottom of the frame. The base
mounting plates allow the assembly to be mounted on the genset base.
Some stators are made of rolled steel with foot gussets. See Figure 2.

Figure 2: Generator frame

Page 6

The windings (coils) are constructed of layered and insulated copper

wire. The coils are inserted in the core slots, connected together, and
the entire assembly is vacuum-pressure impregnated with resin. Stator
leads terminate in standard connection lug or strap terminals for ease of
connection to the load.

Rotor
The main rotor assembly is the revolving field. It consists of windings
in a core, which is in turn mounted on a steel shaft. The exciter armature
assembly and permanent magnet generator (PMG) rotor are also mounted
on the shaft as are the fan(s) and other optional accessories. The core
consists of laminations, thin sheets of electrical steel, which are stacked
together. The core makes the salient poles. See Figure 3.
The rotor windings consist of insulated magnet wire wound around
each pole. V-blocks or spreader bars between each pole keep the rotor
windings in place. Damper windings consist of copper or aluminum rods
that are inserted through each pole surface and are brazed to copper or
aluminum damper end plates at each end of the lamination stack.

Figure 3: Generator rotor

The end plates are brazed to adjacent poles to form a continuous damper
winding. The ends of the windings are supported with bars or aluminum
pole shoes. Some designs have neither end shoes or plates. The rotor is
vacuum-pressure impregnated with resin.
The shaft is made from high-strength rolled or forged steel and machined
to accommodate all the rotating generator components. Keyways in the
shaft ensure precise positioning of the rotor, fans, exciter armature, and
PMG rotor as well as drive couplings. On the exciter side, the shaft has
a slot or hole in its centerline for running the revolving field leads to the
rectifier.

Page 7

Bearings
The sleeve bearings may be self lubricated or force fed from a separate
oil system. Temperature detectors monitor the operating conditions of
the bearing and lubrication system. The sleeve bearing is self-aligning.
See bearing manual for details. RTDs are provided to monitor bearing
temperature during operation. A non-conducting liner insulates the
bearing against shaft currents. See your bearing manual under seperate
cover for more information. See Figure 4.

Figure 4: Sleeve bearing

Connection boxes
The main lead connection box houses the load lead terminals, and may
be located either side or on top. In addition, the generator may have
auxiliary connection boxes for connecting temperature detector outputs,
space heater connectors, and sensing outputs. See your drawings for
details. See Figure 5.

Figure 5: Typical terminal box

Page 8

Excitation system
The excitation system consists of the exciter stator assembly and the
exciter armature assembly. See Figure 6.
The exciter stator assembly consists of windings in a core. The core is
made from steel laminations that are stacked and welded together. The
main exciter stator coils are placed in slots in the core and form alternate
north and south poles. The entire assembly is either mounted to the end
bracket or mounted in a frame, which is mounted to the end bracket. The
stator is a stationary field, which is powered by the voltage regulator.
The assembly consists of two subassemblies: the exciter armature and
the rotating rectifier. The exciter armature assembly contains steel
laminations that are stacked and keyed on the shaft or onto a sleeve,
which is keyed to the generator shaft. A three-phase winding is inserted
into slots in the laminations. The coils are held in place by insulating
wedges. The coil extensions are braced with tape. Output leads from the
winding are connected to the rotating rectifier assembly.

Figure 6: Excitation system

The rotating rectifier is a three-phase, full wave bridge rectifier,

converting the AC from the exciter armature to DC, which is transferred
to the revolving field windings. Two aluminum steel plates, each
containing three rotating rectifier diodes, are mounted on each side of
an insulating hub to form the negative and positive terminals. The plates
also act as heat sinks for the diodes.
Excitation system functional overview: Exciter field control is
established by the strength of the exciter field current developed by
the voltage regulator system. The DC voltage and current levels of the
exciter field signal from the voltage regulator varies depending upon the
generator output voltage and the loading of the output lines. See Figure
7.
Page 9

Figure 7: Overview of excitation system

Page 10

PMG rotor
(field)

PMG stator
(armature)

Power input

Exciter
armature (AC)

Voltage
regulator

Rectifier

Exciter stator
(field)
Main rotor (DC)

Main stator
(armature)

Output leads

Shaft

Prime mover

PMG system
The permanent magnet generator (PMG) system consists of the PMG
stator and PMG rotor:
The PMG stator is a stationary armature and is located within the stator
assembly that also contains the exciter stator or is a separate stator
mounted next to the exciter stator. The PMG stator consists of steel
laminations. The laminations are held in place by steel compression rings
and are welded to the frame bars of the exciter-PMG frame. The PMG
windings are placed in slots in the laminations. Insulating wedges are
inserted at the top of each slot to hold the coils in position.
The PMG rotor consists of rectangular permanent magnets and cast pole
tips secured to a steel hub with nonmagnetic stainless steel bolts. The
PMG rotor is keyed to the shaft and secured with a nut and lock washer.
PMG system overview: The PMG system functions as a pilot exciter,
providing power to the automatic voltage regulator power supply. The
PMG is an AC generator that uses permanent magnets in the rotor instead
of electromagnets to provide the magnetic field. See Figure 8.

Figure 8: PMG

Page 11

Warning: Be alert at all times when

installing, operating and maintaining the
generator. Avoid contact with the uninsulated
metal parts of the generator. Most injuries
occur from faulty ground connections on
portable electrical equipment and failure to
ground stationary equipment.
Test all portable devices frequently to
prove that a solid electrical circuit exits
from the metal frame though the grounding
conductor, in the electrical cord, to the
grounding contact in the attachment plug.
Do not use electrical equipment with frayed,
burned or damaged cords. Always take
extreme care when moving the generator.
Be careful to not strike objects or personnel.
Apply lifting force to structural points
specifically provided for lifting. Do not use
the enclosure lifting holes to lift the whole
unit. Use lifting means adequate for the
weight. Observe lifting notices attached
to the generator. Failure to observe these
instructions can result in injury and damage
to the generator.
Caution: Do not attempt to transport a
single-bearing generator without maintaining
proper rotor support and with the exciter
rotor assembly removed. Failure to observe
this warning can result in equipment
damage.
Caution: Blocking or restriction of normal air
flow into or out of the generator may cause
damage to the electrical windings.

Installation
Receiving inspection
Before accepting a shipment, examine the packaging for any sign of
damage that might have occurred during transit. Report any damage to
the transportation company and Kato Engineering.

Unpacking and moving

If the generator is received during cold weather, reduce condensation on
cold surfaces and failure due to wet windings by allowing the generator
to reach room temperature before removing the protective packing.
Unpack the generator carefully to avoid scratching painted surfaces.
Do not remove the protecting lubricant from the shaft end. Inspect for
loosely mounted components and the presence of moisture. Inspect
to make certain foreign material, such as crating nails, loose bolts
or packing material, which may have fallen into the machine during
unpacking, is removed. If damage is noted, determine the extent of
damage and immediately notify the transportation company claims office
and Kato Engineering. Be sure to give complete and accurate details
when reporting damage.
Move the generator by attaching an overhead hoist to the eyebolts
installed on the generator frame or by lifting the generator from
underneath the skid with a forklift.

Location
Install the generator in an area so it complies with all local and industrial
regulations. Locate it in a clean, dry, well-vented area or area that is
suitable for the generator enclosure. Make sure it is easily accessible for
inspection and maintenance.
Protect generators operating intermittently in very damp locations with
space heaters. Slowly warm generators placed in operation after being
subjected to very low temperatures to prevent excessive condensation.
Check winding resistance before placing the generator in operation (see
page 27).

Base design
The type of base to be used will depend upon the nature of the
installation site. However, the generator base must be rigid, level, and
free from vibration. Mounting holes must be larger than the fasteners to
allow for alignment.

Page 12

Assemble to prime mover, alignment

Notes: Mounting of the indicators must

allow complete rotation of the prime mover.

Two-bearing alignment
Follow the tolerances specified by the coupling manufacturer when they
are less than described in this manual.
Use shims, if necessary, between the mounting pad and the base to
properly level and align the generator to the prime mover.
Install the coupling(s) on the generator and engine drive shafts in
accordance with coupling manufacturer installation procedures. Use a
straight edge and a thickness gauge for rough alignment as shown in
Figure 9. Check for angular and parallel alignment as follows:
Straight edge

Use dial indicators that are rigid so indicator

sag wont be a factor. Using the shortest
offset distance of the indicator bracket will
reduce the effects of indicator droop or sag.
During alignment, you may also need to
compensate for engine expansion due to
heating. Generator expansion is generally
not considered a factor.
If the genset is moved to a different
location, check alignment before startup.
Caution: Do not pry on the generator fan.
Caution: Generators equipped with sleeve
oil bearings must have oil added to the
bearing prior to rotation. See the bearing
manual.

Thickness gauge

Figure 9: Rough alignment

Angular alignment: Fasten a dial indicator to one of the coupling halves,

and scribe the position of the dial button on the face of the opposite
coupling half as shown in Figure 10. Rotate both shafts simultaneously,
keeping the finger or button on the indicator at the reference mark on the
coupling hub. Note the reading on the indicator dial at each one quarter
revolution.
A variation of readings at different positions will indicate how the
machine needs to be adjusted to obtain a maximum misalignment of
0.001 inch for each inch of the coupling hubs radius, total indicator
runout. Place or remove slotted shims from under the front or rear engine
or generator mounting pads and/or shift the front or back half of one
component from side to side until the components are properly aligned.
Tighten the mounting bolts, and recheck alignment.

Page 13

Dial indicator

Figure 10: Angular alignment

Parallel alignment: Fasten a dial indicator to one of the coupling halves,

and scribe the position of the dial button on the top of the opposite
coupling half as shown in Figure 11. Rotate both shafts simultaneously,
keeping the finger or button on the indicator at the reference mark on the
coupling hub. Note the reading on the indicator dial at each one quarter
revolution. A variation of readings at different positions will indicate how
the machine needs to be adjusted to obtain a maximum misalignment of
0.002 inch. Place or remove slotted shims from under all of the engine
or generator mounting pads and/or shift one component from side to side
until the components are properly aligned. Tighten the mounting bolts,
and recheck alignment.
Dial indicator

Figure 11: Parallel alignment

Page 14

Foot deflection
After alignment, check for foot deflection or soft foot condition on
each shim location to eliminate distortion of the generator frame. Do
this by loosing one mounting bolt at a time and checking deflection
after retightening. Deflection at the shim location from shims under
compression to a loosened condition must not exceed 0.003 inch.

Doweling
In case the mounting bolts loosen during operation, doweling will
prevent movement of the generator. Dowel as follows:
Check the alignment after the generator has been in operation for at least
48 hours. If alignment is not satisfactory, realign.
Drill holes through the footpads and into the base in two mounting pads
opposite each other. Drill the holes slightly smaller than the dowel pin.
Ream the holes to the proper diameter for the pin. Clean out chips, and
install the pins.

Electrical connections
If the generator was subjected to a rapid change in temperature, freezing
or wet conditions during shipment or storage, measure the insulation
resistance of each winding and dry the generator, if necessary, as
described in the maintenance section.
Make all electrical connections (main load, temperature monitoring
device, space heater, AVR) in accordance with local regulations and
national/international electrical code requirements. Check the electrical
diagrams provided with the generator or manual. The main terminals
need to be properly spaced for the load connections. Refer to Table 3 for
the proper torque values for the connections.
Grounding points are provided for properly grounding the system to
the generator frame. The grounding wire must be sized to national/
international code requirements.

Space heaters
To prevent water condensation during long periods of downtime, connect
the space heaters so they start when the generator is turned off and stop
when the generator is switched on. Refer to the electrical diagrams for
the space heater characteristics.

Inspection before startup

After electrical connections have been made, perform the following
checks:

Page 15

Warning: The space heaters are designed

to be energized when the generator is
shut down. They are hot enough to cause
skin burns. terminals for power at the
space heaters are live during operation.
Disconnect power to the space heaters
Warning: If necessary, remove the covers
around the space heaters to reduce the risk
of fire.

Check all the connections to the electrical diagrams provided.

Secure all covers and guards.

Turn the rotor slowly with the appropriate starting mechanism (bar
the engine or flywheel) through one revolution to see if the rotor
turns freely.

Check the bearings to see they are properly lubricated.

Determine the direction of the engine rotation, and make sure that it
matches the rotation of the generator.

Make sure the power requirements comply with the data on the
generator nameplate.

Make sure that the engine-generator set is protected with an adequate

engine governor and against excessive overspeed.

Make sure the output of the generator is protected with an overload

protection device, such as circuit breakers or fuses, sized in
accordance with national/international electrical code and local
electrical code standards. Fuses need to be sized using the lowest
possible current rating above the full-load current rating (115% of
rated current is commonly recommended).

Remove tools and other items from the vicinity of the generator.

Page 16

Operation
Initial startup: generators with both automatic and
manual voltage control

Caution: Do not make connections or otherwise make contact with the generator leads
or other devices connected to them unless
the genset is stopped and the phase leads
are grounded.

1. Disconnect the generator output from the load by opening the main
circuit breaker.
2. Turn the manual voltage adjust rheostat fully counterclockwise.
3. Put the auto-manual switch in the manual position.
4. Start the prime mover, and bring the set to rated speed. Turn the
manual voltage adjust rheostat to reach rated voltage. Close the
output circuit breaker, and apply load in steps until the rated load is
reached. Adjust the manual adjust rheostat as necessary to obtain the
desired output voltage.
5. Gradually reduce load, and adjust the rheostat accordingly until no
load is reached. Open the circuit breaker, and stop the prime mover.
6. Actuate the auto voltage rheostat. Then start the genset, and bring it
to rated speed. Adjust the voltage to the desired value.
7. Close the output circuit breaker. Then check the generator voltage
and voltage regulation. Apply load in steps until the rated load is
reached.
8. Check for vibration levels at no load and rated load. A slight increase
is normal. As the load is maintained for 2-3 hours, the vibration
levels will gradually increase and reach a final level.

Initial startup: Generators with automatic voltage control

only (generator has an automatic voltage regulator (AVR)
with no auto-manual switch)
1. Disconnect the generator output from the load by opening the main
circuit breaker.
2. Turn the voltage adjust rheostat fully counterclockwise. Start the
prime mover, and bring the set to rated speed. Turn the voltage adjust
rheostat to obtain the desired voltage.
3. Close the output circuit breaker, and apply load in gradual steps
until the rated load is reached. Note the voltage regulation with the
changes in load steps.
4. Check for vibration levels at no load and rated load. A slight increase
is normal. As the load is maintained for 2-3 hours, the vibration
levels will gradually increase and reach a final level.
Page 17

Caution: Do not actuate the auto-manual

switch with full load applied to the generator.
Whenever possible, stop the generator
before switching.

Caution: Refer to the voltage regulator

manual for complete details and possible
additional instructions. Damage to the rotating diodes, generator, and voltage regulator
can be caused if the regulator is operated
improperly.
Caution: Operating the unit beyond nameplate values may cause equipment damage
or failure.

Note: If the polarity of the exciter is reversed

by flashing the field, it may be corrected by
interchanging the battery leads.

Restoring residual magnetism/field flashing

The direct current necessary to magnetize the revolving field is obtained
from the exciter. Upon starting the generator, current and voltage is
induced into the exciter by the magnetic lines of force set up by residual
magnetism of the exciter field poles. Residual magnetism of the exciter
field poles may be lost or weakened by a momentary reversal of the field
connection, a strong neutralizing magnetic field from any source, or nonoperation for a long time. If the generator fails to generate voltage after
it has come up to rated speed, it may be necessary to restore residual
magnetism.

- 12 or 24 V
battery

3 amp or
larger diode

FF+

Voltage
regulator

EF1

EF2

Figure 12: Field flashing setup with the field wires

connected to the regulator

To restore the small amount of residual magnetism necessary to begin the

voltage build up, connect a 12 or 24-volt battery to the exciter field coil
circuit and flash as follows:
1. Open the output circuit breaker, and stop the engine.
2. Disconnect the exciter field coil wires EF1 at the terminal EF1 and
EF2 at the terminal EF2, and connect the battery positive lead to the
field coil lead EF1.
3. Flash the field by touching the battery lead to the field coil circuit
terminal EF2.
4. Disconnect the battery leads.
5. Reconnect the field coil lead EF1 to terminal EF1, and reconnect the
field coil lead EF2 to terminal EF2.
6. Start the generator, and check for voltage build up. Reflash if
the generator output voltage does not build up, or flash with the
generator running, the field coil wires connected to the regulator, and
a 3-amp or larger diode off the positive terminal of the battery per
Figure 12.

Page 18

Continuous operation
Operate the generator within the nameplate values . If the generator is
operated below the rated power factor and voltage, decrease the kVA to
prevent overheating of the field and stator windings. Consult the factory
for derating factors if the application requires the unit to be operated
beyond nameplate values.
Rotor overheating may occur when the generator is carrying excessive
unbalanced loads. Negative sequence currents flowing in the field pole
face cause the rotor heating. For a general guide to the allowable phase
unbalance, see Figure 13, Guide to allowable phase unbalance (which is
based on a 10% equivalent negative sequence current).
The guide is used in the following manner: Find the point where the
vertical line (determined by the maximum current in any of the phases
and expressed in percent of rated current) crosses the horizontal line
(determined by the minimum current in any of the phases and expressed
in percent of rated current). Ensure the point where these two lines
intersect is within the permissible allowable unbalance region for safe
operation of the generator.

Min. current in any phase (% of rated)

100

80

Allowable
unbalance

60

Excessive
unbalance

40

20

20

40

60

80

100

Max. current in any phase (% of rated)

Figure 13 Guide to allowable phase unbalance

Loss of field excitation can result in the unit operating out of

synchronization with the system when operating in parallel. This has the
effect of producing high currents in the rotor, which will cause damage
very quickly. Protective relays should be considered to open the circuit
breaker.

Page 19

Idling
Unless the voltage regulator has V/Hz protection built in, having the
generator set in operating mode while idling the engine can cause
permanent equipment damage. If engine adjustments require that
the engine be run at idle speed and the regulator does not have V/Hz
protection, make the generator regulating system inoperative during
idling by one of the following methods:
When the generator is provided with a voltage shutdown switch, be sure
the switch is set to the idle position while the engine is running at idle
speed.
Where the generator set is provided with field circuit breakers, set the
circuit breaker to the off position while the generator is running at idle
speed.
Where the generator set is provided with an automatic/manual control
switch that has an off position, switch it to off while the engine is
running at idle speed.
Where the generator set does not have any of the above options, remove
the wires from the voltage regulator input power terminals when the
engine is running at less than rated speed.

Parallel operation
For the generator to operate in parallel with a system in operation, the
phase sequence of the generator must be the same as that of the system.
Use transformers to reduce the voltage to an acceptable level, and then
use a phase rotation meter or incandescent lamp method, described in
electrical machinery handbooks, for a phase sequence check.
The output voltage at the paralleling point must be the same each instant,
which requires that the two voltages be of the same frequency, same
magnitude, same rotation, and in coincidence with each other.
Voltmeters indicate whether the voltage magnitude is the same, and
frequency meters indicate whether the frequencies are the same. Whether
the voltages are in phase and exactly at the same frequency is indicated
by a synchroscope or by synchronizing lamps.
A synchroscope can be used to indicate the difference in phase angle
between the incoming machine and the system. The generator can be
paralleled by using incandescent lamps connected as shown in Figure 14.
The voltage rating of the series lamps must equal the voltage rating of the
transformer-low voltage winding.

Page 20

System bus

Load
switch

Synchronizing
lamps

Load lines from the incoming generator

Figure 14: Synchronizing paralleled generators with test lamps

Each prime mover in the system must have the same speed regulating
characteristics, and the governors must be adjusted to give the same
speed regulation as determined by applying load that is proportional to
the full load rating of the generator.
The voltage regulator must include paralleling circuitry. In addition, the
voltage, droop settings and the V/Hz regulation characteristics must be
the same for all the voltage regulators. This will allow the generators to
properly share reactive loads.
If cross-current compensation is used, paralleling current transformers
must give the same secondary current.
Current transformer secondary windings provide reactive kVA droop
signal to the voltage regulator. Accidental reversal of this electrical
wiring will cause the voltage to attempt to rise with load rather than
droop. If this occurs during paralleling, stop the unit and reverse the
wires at the voltage regulator terminals.
If the set is provided with a unit/parallel switch, set the switch to the
parallel position on the unit being synchronized.
Synchronize the generator by adjusting the speed (frequency) slightly
higher than the system. Observe the synchroscope or the lamps. The
lamps should fluctuate from bright to dark at the rate of one cycle every
2 to 3 seconds. When the generator is in phase (the lights will be dark),
close the circuit breaker. Immediately after closing the breaker, measure
the line current kVAR of the generator. The readings must be within
the rating of the unit. A high ammeter reading accompanied by a large
kW reading indicates faulty governor control. A high ammeter reading
accompanied by a large kVAR unbalance indicates problems with the
voltage regulator. Adjusting the cross current or voltage droop rheostat
should improve the sharing of kVAR.

Page 21

To shut down the generator operating in parallel, gradually reduce the

kW load by using the governor to reduce speed. When kW load and
line current approach 0, open the generator circuit breaker. Operate
the generator unloaded for several minutes to dissipate the heat in the
windings. Refer to the prime mover manual for shutdown and cool-down
procedures.

Page 22

Maintenance
Schedules
A regular preventive maintenance schedule will ensure peak
performance, minimize breakdowns and maximize generator life. The
schedule listed below is a guide for operating under standard conditions.
Specific operating conditions may require reduced or increased
maintenance intervals. Also, if there is a different or more specific
schedule for your generator than the schedule provided below, it will be
included as a supplement to the manual package.
Every day
Visually check generator bearing housings for any sign of oil seepage.
Check the operating temperatures of the generator stator windings.
Check the control panel voltmeter for proper stability and voltage output.
Monitor the power factor and generator loading during operation.
With generators that have sleeve oil bearings, check the operating
temperatures and sight glass levels (if applicable).
Every week
Visually inspect the bearing exterior for dirt, and clean if necessary.
Inspect any generator air filters for build up of contaminants, and clean or
replace as required
Every 2000 hours or 6 months of operation
Remove generator outlet box cover. Visually inspect the stator output
leads and insulation for cracking or damage. Check all exposed electrical
connections for tightness. Check transformers, fuses, capacitors, and
lightning arrestors for loose mounting or physical damage. Check all lead
wires and electrical connections for proper clearance and spacing.
Clean the inside of the outlet box, air screens, bearing housings, and air
baffles with compressed air and electrical solvent if needed.
With generators that have ball or roller bearings, check machine
vibrations and bearing condition with a spectrum analyzer or shock
pulse.
Regrease the regreaseable-type bearings. With generators that have
sleeve oil bearings, inspect bearing oil for proper levels and clarity.

Page 23

Warning: Do not service the generator

or other electrical machinery without deenergizing and tagging the circuits as out of
service. Dangerous voltages are present,
which could cause serious or fatal shock.

Every 8000 hours or 1 year of operation

Check insulation resistance to ground on all generator windings,
including the main rotating assembly, the main stator assembly, the
exciter field and armature assemblies, and the optional PMG assembly.
Check the space heaters for proper operation.
Check the rotating rectifier connection tightness.
With generators that have sleeve oil bearings, replace the bearing oil.
Every 12,000 hours or 3 years of operation
For units with split roller bearings, remove the upper flange cap and the
upper outer race and remove the old grease. Inspect the bearing, re-pack
with grease and re-torque the roller bearing cage if it is equiped with
Allen screws. See the roller bearing manual for instructions.
Every 20,000 hours or 3 years of operation
With generators that have sleeve oil bearings, perform a sleeve bearing
inspection to include the removal of the upper bearing housing and
bearing liner to inspect the liner, shaft journal, and seal surfaces for wear
or scoring. See the sleeve bearing manual for instructions.
Remove the endbrackets, and visually inspect the generator end windings
for oil or dirt contamination. Excessive contamination may necessitate
surface cleaning with compressed air and electrical solvent.
Inspect the fan and fan hub for damage.
Every 30,000 hours or 5 years of operation
(Contact Kato Engineering for assistance)
Disassemble the generator (this includes rotor removal).
Clean the generator windings using either (depending upon the severity
of contamination) 1) compressed air and electrical solvent or 2) degreaser and high pressure hot water wash. Dry the windings to acceptable
resistance levels (see the dry out procedure).
Inspect the rotor shaft bearing journals for wear or scoring.
With generators that have ball or roller bearings, disassemble and inspect
the bearings, replace if necessary.
With generators that have sleeve bearings, replace the bearing liners and
oil seals.

Page 24

Maintenance procedures
Visual inspection methods of windings
Electric machines and their insulation systems are subjected to
mechanical, electrical, thermal and environmental stresses that give rise
to many deteriorating influences. The most significant of these are the
following:
Thermal aging: This is the normal service temperature deteriorating
influence on insulation.
Over temperature: This is the unusually high temperature of operation
caused by conditions such as overload, high ambient temperature,
restricted ventilation, foreign materials deposited on windings, and
winding faults.
Overvoltage: This is an abnormal voltage higher than the normal service
voltage, such as caused by switching or lightning surges or non-linear
loads. Operating above rated nameplate voltage will reduce insulation
life.
Contamination: This deteriorates electrical insulation by 1) conducting
current over insulated surfaces 2) by attacking the material to reduce
electrical insulation quality or physical strength, or by 3) thermally
insulating the material so the generator operates at higher than normal
temperatures. Such contaminants include water or extreme humidity, oil
or grease including unstable anti-wear and extreme pressure lubricants,
conducting and non-conducting dusts and particles, industrial chemicals
such as acids, solvents, and cleaning solutions.
Physical damage: This contributes to electrical insulation failure by
opening leakage paths through the insulation. Physical damages can be
caused by physical shock, vibration, over-speed, short-circuit forces or
line starting, out-of-phase paralleling, erosion by foreign matter, damage
by foreign objects and thermal cycling.
Ionization effects: Ionization (corona), which may occur at higher
operating voltages, is accompanied by several undesirable effects such as
chemical action, heating, and erosion.
To achieve maximum effectiveness, a direct visual inspection program
initially to those areas that are prone to damage or degradation caused
by the influences listed above. The most suspect areas for deterioration
or damage are 1) ground insulation, which is insulation intended to
isolate the current carrying components from the non-current bearing
components, and 2) support insulation, which includes blocks and slot
wedges and are usually made from compressed laminates of fibrous
materials, polyester, or similar felt pads impregnated with various types
of bonding agents. Check for the following:

Page 25

Deterioration or degradation of insulation from thermal aging:

Examination of coils reveal general puffiness, swelling into ventilation
ducts, or a lack of firmness of the insulation, suggesting a loss of bond
with consequent separation of the insulation layers from themselves or
from the winding conductors or turns.
Abrasion: Abrasion or contamination from other sources, such as
chemicals and abrasive or conducting substances, may damage coil and
connection surfaces.
Cracking: Cracking or abrasion of insulation may result from prolonged
or abnormal mechanical stress. In stator windings, looseness of the
bracing structure is a certain sign of such phenomena and can itself cause
further mechanical or electrical damage if allowed to go unchecked.
Erosion: Foreign substances impinging against coil insulation surfaces
may cause erosion.
Warning: When using cleaning solvents,
ensure adequate ventilation and user
protection.

Cleaning
Exterior: Wipe loose dirt from the exterior with a clean, lint-free cloth.
Remove stubborn accumulations of dirt with a detergent or solvent
that wont damage the paint or metal surfaces. Use a vacuum to clean
ventilating ports.
Windings, assembled machines: Where cleaning is required at the
installation site and complete disassembly of the machine is unnecessary
or not feasible, pick up dry dirt, dust or carbon with a vacuum cleaner to
prevent the redistribution of the contaminant. A small non-conducting
nozzle or tube connected to the vacuum cleaner may be required to reach
dusty surfaces or to enter into narrow openings. After most of the dust
has been removed, a small brush can be affixed to the vacuum nozzle to
loosen and allow removal of dirt that is more firmly attached.
After the initial cleaning with a vacuum, compressed air may be used to
remove the remaining dust and dirt. Compressed air used for cleaning
must be clean and free of moisture or oil. Air pressure or velocity must
be adequately controlled to prevent mechanical damage to the insulation.
Disassembly of the machine and more effective cleaning by a qualified
Kato technician may be required if the above described field service
cleaning procedures do not yield effective results.
Windings, disassembled machines: Take an initial insulation resistance
reading on the machine to check electrical integrity. The high pressure
hot water wash method of cleaning, which sprays a high velocity
jet of hot water and water containing a mild detergent, is normally
effective in cleaning windings, including those subjected to flooding
or salt contamination. Use multiple sprays with clean water to remove
or dilute the detergent following the detergent spray. Dry the machine

Page 26

until acceptable insulation resistance values are obtained at room

temperature. See the insulation resistance procedures below for minimum
recommended values.
Electrical contacts: Clean electrical contacts, switch contacts and
terminals with an approved contact cleaner. Do not file contacts.
Insulation resistance tests at low voltage
Insulation tests are conducted for two reasons: to discern existing
weakness or faults or to give some indication of expected service
reliability.
Insulation resistance tests are based on determining the current through
the insulation and across the surface when a DC voltage is applied. The
leakage current is dependent upon the voltage and time of application,
the area and thickness of the insulation, and the temperature and
humidity conditions during the test.
The insulation resistance test is used to determine the insulation
condition prior to application of more extensive testing measures. Refer
to the following electrical measurement procedures for testing detail.
Contact Kato Engineering.
Exciter field (stator) and PMG armature (stator)
1. Disconnect the exciter leads from the terminals in the terminal box or
the voltage regulator.
2. Connect exciter leads to one clamp of 500-volt megger, and connect
the other clamp to the generator frame.
3. Apply 500 V from the megger, and measure the resistance reading
after 1 minute. The reading must be a minimum of 50 megohm. If it
is not, refer to the cleaning or dry out procedures.
4. Ground the exciter field leads to the generator frame for several
minutes after the megger has been disconnected. This will allow the
voltage build up to be properly discharged.
Exciter armature
1. Disconnect the exciter armature leads from the rotating rectifiers.
2. Connect the leads of the exciter armature to one clamp of a 500-volt
megger, and connect the other clamp to a suitable connection on the
shaft.
3. Apply 500 V from the megger, and measure the resistance reading
after 1 minute. The reading must be a minimum of 50 megohms. If it
is not, refer to the cleaning or dry out procedures.

Page 27

Caution: The insulation resistance tests are

usually made on all or parts of an armature
or field circuit to ground. They primarily
indicate the degree of contamination of the
insulating surfaces or solid insulation by
moisture and other conducting influences
and will not usually reveal complete or
uncontaminated ruptures.
Note: The insulation resistance value
increases with decreasing winding
temperatures. All readings must be
corrected to winding temperatures. Use
Table 4 for converting megger readings to
other temperatures (e.g., 100 megohms at
50 C is converted to 170 megohms: 1.7 x
100).
Winding
Temp
(C)

Conversion
factor

10
20
30
40
50
60
70
80
90
100
110
120

0.23
0.37
0.6
1
1.7
2.7
4.5
7.5
14
23
38
61

Table 4: Temperature conversion

factor for resistance readings
Warning: Never apply the megger to the
rotating rectifier, the voltage regulator, or
generator accessories (e.g., temperature
detectors, space heaters).
Note: New generators should measure
about 100 megohms of insulation resistance when meggered. Generators that
read 50 megohms or less should be dried
out according to the dry out procedures
here. Generators with insulation resistance
readings of 10 megohms or less must be
cleaned and then dried out.

4. Ground the exciter leads to the shaft after disconnecting the megger.
This will allow the voltage build up to be properly discharged.
Main rotor
1. Disconnect the generator field leads from the positive and negative
terminals of the rotating rectifier assembly.
2. Connect the positive and negative leads to one clamp of the 500-volt
megger, and connect the other clamp to the shaft.
3. Apply 500 V from the megger, and measure the resistance reading
after 1 minute. The reading must be a minimum of 50 megohms. If it
is not, refer to the cleaning or dry out procedures.
4. Ground the field leads to the shaft after disconnecting the megger.
This will allow the voltage build up to be properly discharged.
Main stator
1. Disconnect power connections and all control apparatus from the
generator terminals.
2. Measure insulation resistance of each phase separately with the two
other phases shorted to the frame.
3. Use a 500-volt megger connected between the lead(s) of the phase to
be measured and generator frame. The minimum 1-minute insulation
resistance must not be less than 50 megohms.
4. Ground the leads to the frame after the 1-minute megger test. This
will allow the voltage build up to be properly discharged.
Caution: Do not apply heat too rapidly. It
could damage the windings.

Dry out procedures

If the insulation resistance readings are below the recommended minimum values specified previously, use one of the dry out procedures
described below. Select the procedure based on the size and location
of the unit, available equipment, and experience of personnel. Before
drying, remove the voltage regulator, and cover all inlet and discharge
openings. Provide an opening at the top of the machine, preferably at the
fan end, for moisture to evaporate.
Drying with external heat: Place heat lamps, space heaters (in addition
to the ones already supplied) or a steam pipe near the windings. Monitor
winding temperatures. Raise winding temperature gradually at a rate
of 50 F (28 C) per hour up to 200 F (93 C). Measure insulation
resistance at 1-hour intervals. Typically the insulation resistance will
slowly drop while the temperature is coming up, and then gradually
increase and level out.

Page 28

Drying with AC current in the armature: Short circuit the generator

terminals. Provide DC excitation to the brushless exciter field winding.
Insert a current transformer and an ammeter to read full load current.
Run the generator at rated speed. Apply excitation to the exciter field
until rated current is developed. Monitor winding temperatures until they
stabilize. Continue running until insulation resistance values level off.
Monitor winding temperatures. Raise winding temperature gradually at
a rate of 50 F (28 C) per hour up to 200 F (93 C). Measure insulation
resistance at 1-hour intervals. Typically, the insulation resistance will
slowly drop while the temperature is coming up and then gradually
increase and level out.
Bearing lubrication
Sleeve bearings: Lubricate the bearings in accordance with the
lubricating instructions attached to the generator and the bearing
lubrication instructions, which are provided in the manual package as
supplementary material.
Roller bearings: In applications where regreaseable bearings are used,
grease fill fittings and relief valves are incorporated into the bearing
housing. Lubricate the bearings in accordance with the lubricating
instructions attached to the generator.
Rectifier tests
If a failure of a rectifier is suspected, remove the exciter cover. Remove
the nut and washer holding the rectifier in the heat sink, and remove the
diode lead wire. Lift the rectifier from the heat sink (see figure 20 for
an overview). Test the entire rectifier with an ohmmeter or test lamp as
follows:
Negative
Positive

Positive

Figure 20: Rectifier

Ohmmeter: Connect the ohmmeter leads across the rectifier in one

direction (see Figure 21). Note the meter reading. Reverse the leads, and
note the meter reading. The meter should indicate a low resistance when
the leads are across the rectifier in one direction and a high resistance
when the leads are across the rectifier in the opposite direction. A low
resistance in both directions indicates a short. A high resistance in
bothdirections indicates an open rectifier.

Page 29

Test lamp: Connect the leads of a test lamp, consisting of standard

flashlight batteries and a flashlight and built, as shown in Figure 22,
across the rectifier in one direction. Then reverse the leads. The light
should light in one direction but not the other. If the light lights in both
directions, the rectifier is shorted. If the light does not light in either
direction, the rectifier is open.
Cathode
Ohmmeter

Anode
Reverse
diode

Standard
diode

Figure 21: Testing the rotating rectifier with an

ohmmeter

Replace defective rectifiers with rectifiers of the same operating

characteristics as rectifiers installed in the generator at the factory.
Order rectifiers by part number, including the model and type of exciter
as well as the generator serial number.

Caution: Do not pound on the rectifier or

armature windings.

Surge protectors may be included on the rotating rectifier assembly.

Disconnect one lead of the surge protector, and connect the leads of
an ohm meter or makeshift test lamp, consisting of standard flashlight
batteries and a flashlight and built as shown in Figure 21, across the surge
protector in either direction.. If the light comes on, the surge protector
is defective. Order surge protectors by part number, including the model
and type of exciter as well as the generator serial number. Following
replacement, make sure that the revolving field, exciter armature, and
rotating diode leads are properly secured.

Figure 22: Test lamp

Page 30

Assembly and disasembly of generator

Note: The following procedures are meant

to be a general guide. Procedures for your
unit may vary.

Diasassembly
Remove outlet box covers and disconnect generator load leads. Tag
leads and terminals to make certain leads are correctly connected when
unit is reassembled. Disconnect the other electrical connections (current
transformers, potential transformers, RTDs, AVR and governor power
supply inputs and outputs, space heaters).
Shut down the oil supply system, and disconnect it from the generator. (if
applicable).

Warning: Ensure the generator has stopped

and is de-energized before disassembly.
Warning: Use a hoist and slings or chains
to support components during removal. Use
lifting devices that are selected for generator
component weights. Be extremely careful
not to damage components.

Remove bolts from coupling to separate the coupling halves.

Remove bolts securing generator base pads to engine-generator base or
foundation.
If required, move generator to location affording sufficient room for disassembly. Attach slings or chains to lifting eye bolts to move generator.
See section Installation for handling precautions.
Remove exciter cover. Disconnect alternator field leads, remove exciter
armature and PMG retaining bolts. Remove the PMG rotor. The rotor
should be removed by grasping the inside magnets and then pulling
quickly and sharply straight back, overcoming the magnetic pull of the
PMG rotor toward the PMG armature. Wrap PMG rotor in plastic to
avoid contamination with metal filings.
Remove clips securing exciter field leads to exciter frame, generator
frame and generator endbell.

Caution: Ensure the generator field wires

are flat in the wireway so they dont tear
during pulling. Do not pull on the edges of
the heat sinks or on the exciter armature
windings.

Warning: Pull the exciter-PMG frame-stator

straight out. The assembly may pull toward
the PMG.

Disconnect the leads from snubber where they terminate at the rectifier.
Remove the exciter armature retaining bolts (on the end of the shaft), and
remove the rotor washer. Then remove the snubber assembly.
Remove the exciter armature and rectifier as a unit in the following
manner:
a.

Disconnect the generator field (rotor) leads from the positive

(+) and negative (-) exciter armature lead terminals located on
the rotating rectifier assembly.

b.

Using a hoist and strap, slide out and remove the exciter
armature and rectifier assembly, which is keyed onto the shaft.

Remove the exciter-PMG frame-stator.

a.

Connect a hoist to the lifting eyes.

Page 31

Caution: Do not pull on the edges of the

rectifier or on the exciter armature windings.

b.

Unbolt the exciter support brackets where they attach to the

exciter-PMG frame-stator. (If applicable).

Remove the exciter-PMG frame-stator mounting bolts, and remove the

exciter-PMG frame-stator.
Remove the opposite-drive end bracket.
Dismantle the bearings.

Caution: Make sure that the work place is

clean. Contamination and damage to the
bearing, especially of the running surfaces,
reduce operating quality and could lead to
premature damage or failure.

Note: The outside seal carrier on the drive

end bearing does not have split line bolts.

a.

Twist the knob on the spring-loaded holders, and pull the

RTDs out of the bearing hangers.

b.

Disconnect the grounding brush, and dismantle the grounding

brush bracket assembly from the inside of the drive end bearing.

c.

Dismantle all air tubes and oil supply lines.

d.

Remove the bracket over the bearing on the opposite-driveend side.

Dismantle the outboard seal carrier and inboard seal carrier.

f.

Loosen the bolts that connect the carriers to the housing, and
remove them.

g.

Loosen and remove the split line bolts.

h.

Remove simultaneously, in the axial direction, both the top

and bottom halves of the seal carriers.

i.

Remove the garter springs and the gap seal and labyrinth seal.

j.

Remove the gasket.

Dismantle the top half of the bearing housings.

a.

Remove the split-line bolts.

If necessary, tap the bearing housing lightly with a rubber or fiber mallet
to loosen it. On the opposite-drive-end side, lift the top part of the
bearing housing until it can be moved in an axial line over the bearing
liner without touching it, and then move it out. On the DE side lift the
housing out and over the top of the generator.
On the opposite-drive-end side, unscrew the split line screws in the
bearing liners. Screw in two lifting eyes in the top, and lift the top half
off the bearing liners.

Page 32

On the opposite-drive-end side, remove the bottom halves of the bearing

liners.
Lift the shaft up slightly (about 0.005 inch) on both ends of the rotor
to the point where the shaft and bottom half of the bearing liner do not
touch each other.
Rotate the bottom half of the liner 180 so it is facing upward (where the
top half of the liner was). Move the shaft as necessary.
Slide the liner forward so it rests on the bottom bearing housings top
surface.
Use lifting eyes and hoist to remove the liner. Lower the shaft.

Caution: Be careful to not damage running

surfaces.

Warning: Before transport or lifting bearing

components, check if the eye bolts are tight.
Insecure eyebolts could result in the part
coming loose and falling Make sure the
eyebolts are not exposed to bending stress,
otherwise they could break. Make sure the
lifting equipment does not contact the seal
and running surfaces of the shaft.

Remove the bottom half of the bearing housings from the frame.
Remove the fan blade clamps and blades on the drive end
Remove the opposite-drive end baffle.
Note: On the DE side, you can remove
the bearing liners after the rotor has been
removed.

Float out the rotor.

Fit a pipe over the shaft. Depending upon the space available, you may
have to use a pipe that can be assembled, adding an additional piece
during each stage of movement outward. See Figure 23.
a.

Attach slings around the pipe on one end and around the shaft
on the opposite end.

b.

Lift up the rotor, and move it out, gently resting the rotor on
the stator as the slings are moved down the pipe for the next
lifting stage.

Remove the drive-end side bearing liners from the shaft.

Page 33

Caution: Make sure the RTD is removed

before rotating the bearing liner.

Caution: Make sure the pipe is strong

enough to support the weight of the rotor
and that it does not have rough edges on
the inside, which could damage the shaft.
To prevent tension on the shaft, put slings
around the largest shaft step possible. Make
sure the rotor does not hit the stator.

Caution: Make sure all components are

clean before assembly. Make sure all
gaskets have not deteriorated and are
positioned correctly.

Assembling the generator:

Use standard torque specifications per Table 5 unless otherwise specified.
Install the bearing liners on the drive-end side of the shaft.

Caution: Make sure the pipe is strong

enough to support the weight of the rotor
and that it does not have rough edges on
the inside, which could damage the shaft.
To prevent tension on the shaft, put slings
around the largest shaft step possible. Make
sure the rotor does not hit the stator.

a.

Make sure the surfaces are clean. Apply STP Oil Treatment
over the running surface on the shaft where the liner will sit.

b.

Make sure the engraved numbers on the top and bottom halves
correspond and are on the same side. Mate the top liner over the
bottom liner on the shaft.

c.

Put Loctite 242 on the split line screws, insert the screws, and
tighten.

Float in the rotor.

a.

Move the rotor up and in line with the stator. Fit a pipe over
the drive end of the rotor. Depending upon the space
available, you may have to use a pipe that can be disassembled,
taking off an additional piece during each stage of movement
inward.

b.

Attach slings around the pipe on one end and around the shaft
on the opposite end.

c.

Lift up the rotor, and move it in, gently resting the rotor on the
stator as the slings are moved down the pipe

Put a bead of premium siliconized acrylic latex caulk (or equivalent)

over the opposite-drive-end baffle mating surface, and install the baffle.

Figure 23: Floating the rotor

Page 34

Assemble the bearings as follows:

Caution: Make sure all components are

clean before assembly.

Carry out these operations very carefully as to not damage the shaft or
bearing components.

Note: Torque fasteners to the values specified in Table 5 unless otherwise specified.

Install the liner insulators on the inside diameter of the top and bottom
bearing housing of both bearings. Each housing gets two insulators.
a.

Fit up the insulators in the liner seat, and crease the outside
edge over the lip.

b.

Trim the top of the insulators flush with the mating surface (of
the top and bottom halves of the housing).

c.

Make sure the insulator surface is clean. Mix Metallon twopart epoxy in equal parts, and brush it over the track.

d.

Peel the backing off, and put the insulators in place. Press
them tightly on the track, and place the liners (or fixtures) in the
housings to maintain good compression. Let the epoxy set for 12
hours. Make sure it has no voids or air bubbles.

Install the bottom bearing housings. Before installing, brush Nox rust on
frame mating surfaces that will fit into bearing housing.
a.

On the opposite-drive-end side, lift up the ends of the shaft

slightly, so the bearing housing clears the shaft, and
bolt it in place on the frame.

b.

On the drive end side, lift the housing up and bolt it into place
on the frame.

Install the bottom half of the bearing liners on the opposite-drive-end

side.
a.

Lift the shaft up slightly (about 0.005 inch) on both ends of the
rotor to the point where shaft and bottom half of the liner do not
touch each other.

b.

Make sure the surfaces are clean. Apply STP Oil Treatment
over the running surface on shaft where the liner will sit.

c.

Set the liner on the shaft so it rests on the housing. Use

eyebolts for lifting. The ID numbers on the lining face outward.

d.

Remove the lifting eyes from the liner. Move the rotor gently
from side to side and up and down as necessary, and slide the
liner down into the housing. If the liner doesnt turn easily, check
the position of the shaft and the alignment of the housing.
Lower the shaft onto the liner.

e.

Page 35

Caution: Remove all impurities or other

objects such as screws, nuts, etc., from
the bearing components. If left inside,
they could lead to bearing damage. To
prevent contamination, cover the bearing
components when they are not being
worked on.

Note: If no fixture is available to compress

the insulators, use the top liner for both
halves of the bearing. Make sure all tubes
and fasteners are in the liner to ensure a
smooth surface.

Install the top half of the bearing liner on the drive end side.
a.

Apply STP Oil Treatment on the running surface of the shaft

where the top half of the liner will sit.

b.

After making sure the engraved numbers on the top and

bottom halves correspond and are on the same side, place the top
liner over the bottom liner.

c.

Put Loctite 242 on the split line screws, insert the screws, and
tighten.

Install the top bearing housings.

a.

Apply STP Oil Treatment on the top of the bearing liner.

b.

Spread Loctite 587 Blue on the bottom housing where it will

mate with the top housing.

c.

Put the top housing in place, making sure the dowel pin in
the inside diameter of the top housing lines up with the pin hole
in the bearing liner. Put Loctite 242 on the split lines screws,
and fasten the housings together, leaving the screws snug but not
tight.

Torque the split line screws to 1100 ft-lbs.

Install the seal carrier assemblies.
a.

Cut the gasket, if necessary to fit it over the shaft. Coat it with
Loctite Hi-Tack gasket sealant or equivalent, and fit it over the
shaft.

b.

Attach the gap seal and labyrinth seal with the labyrinth
seal nearest the bearings. Put the two halves of the seals
together, and slip the garter springs around the seals to fasten
them. (The outside seal carrier on the drive end side only
gets a labyrinth seal.)

c.

Put Curil-T on the inside diameter of the seal carriers where

they will contact the seals, (one bead in the narrow (inside)
groove and one bead in each of the three wider (outside)
grooves. Also put Curil-T on the surface of the labyrinth seal on
both sides of the spring.

d.

Use Loctite 587 Blue to caulk the mating surface of the

bottom seal carrier (where it mates with the top half). Put gasket
sealant on the flange surface of the seal carrier where it will mate
with the bearing hanger. Also, put gasket sealant on the mating
surface of the bearing hanger
Page 36

e.

Set the top half of the seal carrier over the seals. Make sure the
notch in the top of the seal lines up with the opening in the seal
carrier. Attach the bottom half of the seal. Put Loctite 242 on the
threads of the two split line screws. Add a flat washer, insert, and
tighten.

f.

Slide the seal carrier assembly up against the gasket and

bearing hanger. Bolt (with flat and lock washer) the seal carriers
to the bearing hanger, and tighten.

Install the air tube and oil supply lines.

Install the RTDs in the spring-loaded holders.
Before operating the generator, start the oil flow to the bearings, and
follow the startup procedure to ensure the bearing is functioning properly
and so that damage to the bearing doesnt occur.
Brush Nox rust on frame mating surface that will fit into the oppositedrive end bracket (which fits over the top of the top bearing housing),
and attach the opposite-drive end bracket and tighten.
Install the PMG rotor.
a.

b.

Paint the shaft journal that the PMG rotor butts against with
Nox rust. Put a coat of standard grease on journal that the PMG
rotor fits over. Put the PMG key in the slot, and slide the PMG
rotor in place.
Put the lock washer over the shaft. Put on the locknut on, and
tighten it with a spanner wrench until it doesnt move anymore.
Bend one tab of the locknut over to lock the locknut into place .

Attach the exciter-PMG frame-stator.

a.

Apply Nox rust to the machined surface on the bearing hanger

where the exciter-PMG frame-stator will mount.

b.

Attach the exciter-PMG frame-stator to the bearing hanger

mounting surface and exiter brackets.

Check the air gap between the PMG rotor and PMG stator.
a.
b.

Measure completely around the gap between the PMG rotor

and PMG stator with a feeler gauge.
Keep the gage at the tightest point, and turn the generator over
to measure the air gap as the rotor turns.

Attach the exciter armature assembly.

Page 37

Exciter armature Minimum air

diameter (in.)
gap (in.)
5 3/4
9 7/8
12 1/2
16 1/4

0.014
0.014
0.018
0.035

Table 5: Exciter air gap

Note: To measure air gap, measure completely around the gap between the exciter
armature and exciter field with a feeler
gauge. Keep the gauge at the tightest point,
and turn the generator over to measure the
air gap as the rotor turns.
Caution: Do not pry on the fan.

Caution: Do not pound on the rectifier.

a.

Brush Nox rust on the lock nut and the exposed PMG shaft
journal.

b.

Put the armature key in the slot on the shaft.

c.

Position the exciter armature-rotating rectifier assembly in line

with the shaft, and turn the assembly to the position where the
keyway in the exciter sleeve is in line with the key in the
generator shaft.

d.

With hand force, push the armature assembly over the shaft,
so the end of the sleeve is against the shoulder on the shaft. It
may be necessary to tap lightly on the exciter sleeve in
order to move the assembly over the key. Use a fiber or
rubber mallet. If installation is still a problem, use a heat
gun to expand the exciter sleeve.

Check the air gap between the exciter armature and exciter stator.
a.

Measure completely around the gap between the exciter

armature and exciter stator with a feeler gauge.

b.

Keep the gage at the tightest point, and turn the generator over
to measure the air gap as the rotor turns. Minimum air gap is
0.035 inch.

Connect the field leads to the rotating rectifier.

Put the snubber assembly on the end of the armature. Install the washer
and bolt it to the armature sleeve. Then install the speed pickup gear.
Line up the bolt holes and with the washer and snubber assembly, and
bolt in place. Connect the snubber leads to the terminals of the rectifier.
Attach the exciter cover.
Install the fan blades and fan blade clamps on the drive end.
Connect the air temperature RTDs.
Mount the generator to the prime mover, and make the electrical
connections as described earlier..
Connect the oil supply lines.

Page 38

Troubleshooting Guide
(corrective maintenance)

Warning: Problems left uncorrected can

result in injury or serious damage, which can
result in costly repairs and downtime.

Between regular preventive maintenance inspections, be alert for

any signs of trouble. Correct any trouble immediately. See Table
6 for symptoms, causes and remedies.
Symptom

Cause

Remedy

No Voltage

Open voltage regulator, circuit breaker or

fuses

Check. Reset the circuit breaker or replace

fuses if open.

Overvoltage, undervoltage, or overload

devices tripped (when protective devices
are incorporated into the circuit)

Check for the cause of the abnormal condition.

Correct any deficiencies. Reset devices.
Check the generator nameplate for nominal
operating values.

Open circuit in exciter field

Check continuity of shunt field and leads

to voltage control. (Use ohmmeter or
Wheatstone bridge) If open in field coils,
remove exciter field assembly and return
assembly to factory for repair.

Loss of residual magnetism in exciter

field poles

Restore residual magnetism or flash field. When

the voltage regulator is a model that requires
flashing, install an automatic field flashing
system.

Open circuit in stator windings

Check for continuity in the windings. Return the

generator to the factory for repair if open.

Malfunction of automatic voltage

regulator

See troubleshooting of voltage regulator.

Correct deficiencies.

Short-circuited generator output leads

Clear lead to restore voltage buildup.

Open in rotating rectifiers

Check rotating rectifiers, and replace if

open.

Open in generator field

Check for continuity and return rotor to

factory for repair if field coils are open.

Low voltage

Shorted or grounded surge protector

Check for shorts or grounds. Replace .

Shorted or grounded rotating rectifier

Check for shorts grounds. Replace or repair.

Shorted or grounded exciter armature

Check for shorts or grounds. Replace or repair.

Shorted leads between the exciter armature

and generator field

Test and repair.

Incorrect stator connections

Check the connections, and reconnect

Table 6: Troubleshooting

Page 39

Symptom

Cause

Remedy

Low voltage
(cont.)

Improper adjustment of voltage adjust

rheostat

Adjust rheostat.

Excessive load

Reduce load. With three-wire, single-phase and

four-wire, three-phase generators, the load on
each leg must be as evenly balanced as possible
and must not exceed the rated current on any leg.

Line loss

Increase the size of the line wire.

High resistance connections (hot)

Make better connections.

Shorted main or exciter field

Test the field coils for possible short by

checking resistance with an ohmmeter or
resistance bridge. Return the rotor assembly
to the factory for repair if field coils are shorted.

Low power factor

Reduce inductive (motor) load. Some AC

motors draw approximately the same
current regardless of load. Do not use
motors of larger horsepower rating than
is necessary to carry the mechanical
load.

Weak field due to operating in a warm

temperature

Improve the ventilation of the generator.

Field current can be increased providing
the generator temperature rating
stamped on the nameplate is not
exceeded.

Defective rectifiers in rectifier assembly

(stationary)

Check rectifier assembly. Replace

defective fuses or rectifiers.

Excessive load

Reduce load to rated value.

Bearing overheating

Inspect the bearing.

Improper speed of engine driven

generator set due to defective governor,
ignition system, or carburetor

Check and correct deficiencies.

Voltage regulator not operating properly

Check the regulator. Adjust, repair or replace.

Prime mover speed fluctuating

Check frequency and voltage of incoming

power when the generator set is motor
driven. Check engine governor on
engine-driven generator sets.

Loose internal or load connections

Tighten all connections.

Generator overloaded

Reduce load to rated value.

DC excitation voltage fluctuating

Trace DC excitation circuit. Correct any

defects.

Overspeed

Correct speed of prime mover.

Voltage regulator not operating properly

Check the regulator. Adjust, repair or replace.

Improper adjustment of voltage adjust

rheostat or voltage regulator

Adjust rheostat and/or voltage regulator.

Voltage regulator not operating properly

Check the regulator. Adjust, repair or replace.

Fluctuating
voltage

High voltage

Page 40

Symptom

Cause

Remedy

Overheating

Clogged ventilating screens and air

passages

Clean all screens and air passages.

Dry or defective bearings

Inspect bearings.

Coupling misaligned

Align the generator set.

Generator field coils shorted or

grounded

Test field coils for shorts. Replace

shorted rotor or return it to the factory for
repair.

Unbalanced load or overload, low PF

Adjust load to nameplate rating.

Defective or dry bearings

Inspect bearings.

Misalignment of generator and prime

mover

Align the generator set.

Generator not properly mounted

Check mounting. Correct defective

mounting.

Transfer of vibration from another

source

Isolate the generator set from the source of

vibration.

Vibrations

Page 41

Appendices
List of equipment required for installation and maintenance:
Test equipment
Ammeter
Multimeter
Thermometer
Megger
Resistive Bridge

Notes
Clamp-on, 0 to 500 amp range for measuring of electrical current.
Digital, for measuring voltage, current, frequency and resistance.
For measuring temperature in Celsius
To measure insulation resistance.
To measure resistance of windings.

Special tools
Bearing puller
Exciter puller

For changing bearing.

For pulling exciter armature

Standard tools
Cable tool
Flashlight
Grease gun
Hammer
Lamp (incandescent)
Screwdrivers
Screwdrivers
Wrench
Wrench
Wrench set
Wrench set
Wrench set
Vacuum

Crimping
As required
For lubricating bearings
Soft-faced
Safety light
Standard, sized as required
Phillips, sized as required
Adjustable, 12-inch
Torque 0 to 100 ft-lb
Allen, 1/8 to 1/2 inch
Socket, 1/4 to 1 inch with 3/8 and 1/2 inch drive
Standard, open-end/box-end combination sized 1/4 to 1 inch
Electric with nonmetallic nozzle

Materials
Air
Corrosion inhibitor
Covering material
Detergent
Gloves
Gloves
Heaters
Plastic
Rags
Water
Tags

Compressed, dry.
Nox-Rust VC #10 Oil or equivalent
Waterproof desiccant bags for protection from
moisture during long-term equipment storage
As required for cleaning
Chemical-protective
Electrical-protective
Space Heater, for eliminating excess moisture in damp areas and dry
out of motor or generator windings
Protection for long-term storage
As required for cleaning
Warm and clean, for cleaning
Warning and cautions

Page 42

Grade 2
Size

Grade 2

Grade 8

Grade 5

ASTM & SAE grade markings

Class 10.9
Class 8.8
Metric grade markings
1-NM = 0.737 ft-lbs. = 8.85 in-lbs.

in-lbs.

ft-lbs

Min.

Max.

4-40

3.3

6-32

Min.

Max.

4.7

0.4

0.5

6.1

8.7

0.7

1.0

8-32

12.5

17.8

1.0

1.5

1.4

2.0

Size

10-32

20.8

29.7

1.7

2.5

2.3

3.4

50.4

72.0

4.2

6.0

5.7

8.1

5/16-18

92.4

132.0

7.7

11.0

10.4

14.9

3/8-16

159.6 228.0

13.3

19.0

18.0

25.8

7/16-14 252.0 360.0

21.3

30.0

28.5

40.7

1/2-13

31.5

45.0

42.7

61.0

9/16-12

378.0 540.0

46.2

66.0

62.6

89.5

5/8-11

65.1

93.0

88.3

126.1

3/4-10

105.0 150.0 142.4 203.4

7/8-9

141.4 202.0 191.7 273.9

Grade 8

ft-lbs

N-M

Min.

Max.

Min.

Max.

Min.

Max.

1/4-20

60

84

6.8

9.5

5/16-18

120

192

10

16

13.5

3/8-16

228

336

19

28

7/16-14

360

528

30

1/2-13

540

804

45

9/16-12

792

1152

5/8-11

1104

3/4-10

Size

in-lbs.

ft-lbs

Min.

Max.

10-32

36

49

21.7

1/4-20

72

144

25.8

38

5/16-18

156

276

44

40.7

59.7

3/8-16

324

67

61

90.8

7/16-14

480

66

96

89.5

130.2

1/2-13

1608

92

134

124.7 181.7

2052

2724

171

227

231.8 307.8

7/8-9

3372

4368

281

364

381

1-8

5160

6432

430

536

583

in-lbs.

Min.

N-M
Min.

Max.

4.1

5.5

12

8.1

16.3

13

23

17.6

31.2

444

27

37

36.6

50.2

720

40

60

54.2

81.3

780

1020

65

85

88.1

115.2

9/16-12

1140

1500

95

125

128.3 169.5

5/8-11

1560

2040

130

170

176.8 230.5

493.5

3/4-10

2760

3600

230

300

311.8

726.7

7/8-9

4320

5760

660

480

488.1 650.8

1-8

6720

8640

560

720

759.3 976.2

Class 8.8
Size

Max.

1/4-20

Grade 5
in-lbs.

Min.

N-M

Max.

406.7

Class 10.9

ft-lbs

N-M

Min.

Max.

Min.

Max.

Min.

Max.

M4

20

32

1.7

2.7

2.3

3.6

M5

40

64

3.3

5.4

4.5

7.3

M6

65

113

5.4

9.4

7.3

M8

168

264

14

22

M10

324

516

27

M12

612

900

51

M14

960

1428

Size

in-lbs.

ft-lbs

Min.

Max.

Min.

M4

22

36

M5

46

74

12.8

M6

77

20

30

M8

43

38

58

75

69

N-M

Max.

Min.

Max.

1.8

2.5

4.1

3.8

6.2

5.2

8.4

122

6.4

10.2

8.7

13.8

192

288

16

24

22

32

M10

384

576

32

48

43

66

101

M12

672

996

56

83

77

112

1080

1554

80

119

109

161

M14

90

132

122

179

M16

126

184

170

250

M16

140

206

190

279

M18

183

243

248

330

M18

205

271

277

368

M20

263

341

357

463

M20

294

381

398

517

M22

367

457

497

619

M22

409

510

554

691

M24

465

580

631

787

Table 5: Recommended lubricated torque values. (If no lubricant is used, increase values by 25%.)
Page 43

Storage
If the generator is not installed in its operating location as soon as
received, store it in a clean, dry area, not subject to vibrations or sudden
temperature or humidity changes. Make sure the storage area temperature
is between 10 F (-12o C.) and 120 F (49o C.) and the relative humidity
is less than 60%. If possible, storage should be in an ambient temperature
of approximately normal room temperature. Protect the shaft from
corrosion by applying an anti-corrosion agent (Nox Rust). Cover the unit
with a durable cover.
Prepare units that cannot be stored in a temperature and humidity
controlled area as follows:
Install desiccant bags in the exciter cover and inside the end bells.
Vacuum seal the unit in a covering of plastic or other material designed
for that purpose.
Adequately tag the generator to ensure that preservative greases and
desiccant bags are removed before the unit is placed in operation.
If space heaters are supplied, energize them to keep condensation from
the windings.
Caution: Generators equipped with
sleeve oil bearings must have oil added
to the bearing prior to rotation. See the
bearing manual.

For storage longer than 2 months, lubricate the shaft by pouring oil in
the bearing or operate the lubrication system if the unit is so equiped and
rotate the shaft a minimum of 10 revolutions every 60 days.
When the unit is taken out of storage, check the insulation resistance
on all windings. Clean the shaft of anti-corrosion agent. (See the
maintenance section).

Page 44

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Page 48