Installation Guidelines - Rotating Equipment
Installation Guidelines - Rotating Equipment
Installation Guidelines - Rotating Equipment
PAGE 1
GUIDE TO
MEASUREMENT OF
ROTATING EQUIPMENT
Contents:
1.0
INTRODUCTION
2.0
3.0
4.0
RECORDING DATA
5.0
6.0
7.0
8.0
9.0
DOUBLE SEALS
10
10.0
10
11.0
OTHER EQUIPMENT
13
12.0
14
Page
PAGE
PAGE
Shaft
See Section 6.1.1
Access Window
See Section
6.3.3
Nearest Obstructio
n
See Section 6.3.1
Direction of Rotati
on
See Section 6.5
Seal Chamber Bo
re
See Section 6.1.2
Flush Connecti
on
Radial Obstruction
See Section 6.3.2
Spigot Location
See Section
6.1.2
PAGE
1.0 INTRODUCTION
Mechanical seals are not stand-alone items, but always form part of a larger rotating
equipment assembly. Obviously if the seal is to function properly it is vital that the design
of the seal installation is based on the correct dimensions and information covering all
aspects of the rotating equipment which affect the seal. In many cases, this
information is reliably available from drawings, but in some situations, there is no
alternative but to take measurements of the actual equipment in the field.
By their nature, rotating equipment tends to be very diverse in design; hence, it is not
possible to produce a document guide covering all such designs that may be encountered
in the field. Rather this document covers normal measurements for a typical centrifugal
pump, but also refers to other equipment types in passing. With some field experience, it
should be possible to apply the points given in this guide to other types of equipments on
a case-by-case basis.
2. END-USER
ADVANTAGES
DISADVANTAGES
3. COMPETITOR
ADVANTAGES
DISADVANTAGES
4. SITE
MEASUREMENT
ADVANTAGES
PAGE
DISADVANTAGES
While the other options should be considered first, this document focuses on option no. 4
above, i.e. measurement of rotating equipment on site. This measurement is
invariably carried out by John Crane personnel, either because the site engineers are too
busy to do this and regard it as a seal vendor's task, or because they are unwilling to take
the responsibility of measuring it themselves in case the seal ultimately does not fit!
PAGE
Even for calibrated equipment, it should be remembered that a Vernier Calliper is subject
to a measuring tolerance of + 0.02mm, a Micrometer to + 0.01mm. Attempting to
measure anything to greater accuracy than + 0.5mm with a ruler is unacceptable
practice.
While greater accuracy could be achieved with bore gauges, these are usually unavailable
on site and are not normally warranted for this type of work.
1 - shaft diameter
2 - bore of seal chamber
3 - face of seal chamber
6.1.1 Shaft
The shaft of the equipment sets the position of all the rotating portion of the seal
assembly, either through a close clearance shaft sleeve or directly to a retainer / collar
etc. It also forms part of a static or dynamic seal (e.g. sleeve o-ring / trapped gasket /
secondary seal etc.).
For stepped shafts, it is essential to measure all relevant diameters in the seal chamber
area, both inboard and outboard of the seal. Where the design is a hooked sleeve, the
position of the hooked step, the minor diameter and the keyway should all be noted.
The major diameter on the shaft should have an adequate lead-in chamfer (typically
1.5mm long X 20o) to ensure that the sleeve / sleeve o-ring / secondary seal can easily be
passed onto the shaft during seal installation. If this does not exist then the end-user
should be asked to modify the shaft.
Note should be taken of any special features existing on the shaft, for example pin or
setscrew holes, threads etc., and their size and position should be recorded.
PAGE
NOTE: Some shaft sleeves have a high hardness (chrome steels etc.) or a hard coating
(Metco, chrome oxide spray etc.) in the area of the seal. It is important to note the
position of any such coatings, and to establish the shaft hardness (normally via the OEM
or possibly with a hardness tester), since this would affect the holding power of setscrews
(seal head or drive collar).
Typical manufacturing tolerance: + 0.02 to + 0.05mm
Required measurement tolerance: + 0.01mm
Surface finish: 0.8m
Roundness: 0.05mm TIR
Preferred method of measurement: Micrometer
6.1.2 Bore of seal chamber / spigot diameter
Good practice for all mechanical seals demands a radial location of the stationary
element, to ensure those parts are centred relative to the shaft. For the majority of seal
installations the bore of the seal chamber is used as a close clearance pilot diameter, to
radially locate the stationary portion of the seal assembly. The exceptions are installations
where:
the radial location is taken from an OD spigot, in which case similar comments apply
to that OD surface instead of the ID
some cartridge seal designs are radially set through setting spacers or centralising
rings (e.g. Type 5600 series etc).
For either of the seal chamber bore is then less critical, since it is not used for sealing or
location.
I D Spigot
OD Spigot
Where an ID spigot is used, there may be a short recess machined as a counterbore into
the face of the seal chamber. In such cases this recess is intended specifically for
spigotting purposes, hence should be a controlled (tight tolerance) diameter.
For some seal designs, an o-ring in the bore of the seal chamber forms the static seal
between the gland plate and the seal chamber. In such cases the surface finish of the seal
chamber bore must be sufficient for sealing purposes (see below), and there must be an
adequate lead-in chamfer to ensure the o-ring does not get cut during installation
(typically 1.5mm long X 20o). Similarly, if the o-ring has to pass over any connection holes
or other steps on the ID surface, these should be dressed or relieved to prevent o-ring
damage during installation.
Typical manufacturing tolerance: varies
Required tolerance: + 0.02mm
Required measurement tolerance: + 0.02 - + 0.05mm
Surface finish: 0.8m
Roundness: 0.05mm TIR
Preferred method of measurement: Vernier
PAGE
6.3 OBSTRUCTIONS
Most seal selections and designs are constrained by the available space in the seal
chamber. This problem is compounded in a growing number of upgrades to double seal
installations in older equipments, resulting from greater emphasis on emissions/ reliability
/ safety etc.
PAGE
Access Window
typical endview of seal
chamber:
Nearest Axial
Obstruction
(bearing housing)
Drain Hole
PAGE
10
PAGE
11
checked, including external flushing pressure and flow rate (API Plan 32) N 2 pressure (API
Plan 53), steam pressure (API Plan 62), cooling water pressure / temperature / flow etc.
Flush
Connection
Stuffing Box
PAGE
It is quite possible that wear on the shaft or the face of the seal stuffing box may have
taken place from the gland packing installation (see below). Any such wear should be
noted and recorded. This may affect the type of seal design used, and in extreme
cases may necessitate substantial modification and / or replacement of parts of the
rotating equipment before a seal could be installed.
Worn Shaft
12
Worn Face of
Stuffing Box
The gland packing follower will typically have been tightened using only 2 gland
bolts / studs, however for even tightening of a seal gland plate 4 bolt studs are
recommended. Therefore, the feasibility of adding in 2 more bolt studs to the face of
the seal chamber should be considered.
pre-commissioning
equipment
surface finish checks
& dimensional check
GUIDE TO MEASUREMENT
OF ROTATING EQUIPMENT
PAGE
0.8
13
1.5 LG x 20
Chamfer
0.8
pre-commissioning
Figure #1
equipment
surface
finish
checks
& dimensional
check
check
the shaft
and seal chamber
dimensions
- 2. shaft
runoutfinishes as noted
and surface
Figure # 2
measure the shaft runout at the seal location - the
maximum value should not exceed 0.05mm FIM
pre-commissioning
equipment
surface finish checks
& dimensional check
PAGE
14
- 3. axial float
Figure # 3
the maximum value should not exceed 0.08mm FIM
- remove any sharp edges or burrs on the shaft
over which the seal sleeve must pass
pre-commissioning
equipment
checks
surface finish
& dimensional check
- 4. squareness
Figure #4
the maximum value should not exceed
0.005mm
per 10mm of seal chamber bore diameter FIM
PAGE
15
11.1 AGITATORS
For agitators the driver unit (motor ' gearbox) may not be removed for seal
installation, as this is a time-consuming process. Rather the maintenance procedure
may involve the coupling only being removed, and the seal then installed through an
access window. The dimensions of the access window are frequently small and
restrict the overall envelope dimensions of the seal. If this is not taken into
consideration then the result can be an expensive seal that finally cannot even be
installed!
Access
Window
Shaft runout and vibration levels on agitators are invariably higher than for a pump,
because the equipment is larger and alignment less precise. These should be
discussed on site, and axial and radial shaft float should be measured if practical. If
the equipment is running then it should be possible to qualitatively assess the shaft
movement and vibration, e.g. 'normal', 'high' etc. Vibration levels at the area of the
seal can be recorded if suitable measurement equipment is available.
Where an integral radial bearing is required in the seal cartridge, the necessary load
figures are needed to correctly size the bearing. These may be available from site
data sheets or the OEM, or in the case of a retrofit the size / specification of the
existing bearing should be noted.
For steam turbine retrofits (Type 28ST seals) it is common to find that the
equipment on which the seal will be installed is old, and that corrosion has occurred
on the casing and / or shaft. This can include steam cuts where the casing material
has been eroded by gradual steam leakage over a long period. In some cases this is
likely to affect secondary sealing and pilot locations, and can be so severe that there
is no option but to request major equipment repairs or replacement before the seal
can be reliably installed.
PAGE
16
PAGE
JC reference :____________
Pump type :____________
Pump model :____________
Date :____________
Measure by:____________
PC
D
See spigot
detail
SPECIAL
Mark location
45
Boss
Counterbore
Stud size:_____
Scallop
Slot
Spigot detail dimension
Option 1
Available
area for
sealing
Option 2
Number of
studs:_____
Option 3
Sheet 1 of 2
17
PAGE
18
JC reference :____________
Pump type :____________
Pump model :____________
Date :____________
Measure by:____________
Sheet 2 of 2