Iso 21940-11
Iso 21940-11
Iso 21940-11
STANDARD 21940-11
First edition
2016-11-15
Reference number
ISO 21940-11:2016(E)
© ISO 2016
ISO 21940-11:2016(E)
the requester.
www.iso.org
Contents Page
Foreword ..........................................................................................................................................................................................................................................v
Introduction ................................................................................................................................................................................................................................ vi
1 Scope ................................................................................................................................................................................................................................. 1
2 Normative references ...................................................................................................................................................................................... 1
..................................................................................................................................................................................... 1
4 Pertinent aspects of balancing ............................................................................................................................................................... 1
4.1 General ........................................................................................................................................................................................................... 1
4.2 Representation of the unbalance ............................................................................................................................................ 1
4.3 Unbalance effects .................................................................................................................................................................................. 2
4.4 Reference planes for unbalance tolerances.................................................................................................................... 2
4.5 Correction planes .................................................................................................................................................................................. 4
4.5.1 General...................................................................................................................................................................................... 4
........................................................................................ 4
4.5.3 Rotors which need two correction planes ................................................................................................. 4
4.5.4 Rotors with more than two correction planes ....................................................................................... 4
4.6 Permissible residual unbalance ............................................................................................................................................... 4
5 Similarity considerations ............................................................................................................................................................................ 5
5.1 General ........................................................................................................................................................................................................... 5
5.2 Permissible residual unbalance and rotor mass ........................................................................................................ 5
............................................................................ 6
............................................................................................................................................ 6
6.1 General ........................................................................................................................................................................................................... 6
6.2 Derivation of the unbalance tolerances ............................................................................................................................. 6
................................................................................................................................................................... 7
....................................................................................................................................................................... 7
6.3.2 Special designs................................................................................................................................................................... 7
6.3.3 Permissible residual unbalance ....................................................................................................................... 10
6.4 Experimental evaluation ............................................................................................................................................................. 10
6.5 Unbalance tolerances based on bearing forces or vibrations...................................................................... 10
6.5.1 Bearing forces.................................................................................................................................................................. 10
6.5.2 Vibrations............................................................................................................................................................................ 11
6.6 Methods based on established experience .................................................................................................................. 11
7 Allocation of permissible residual unbalance to tolerance planes...............................................................11
7.1 Single plane ............................................................................................................................................................................................. 11
7.2 Two planes............................................................................................................................................................................................... 11
7.2.1 General................................................................................................................................................................................... 11
7.2.2 Limitations for inboard rotors .......................................................................................................................... 12
7.2.3 Limitations for outboard rotors....................................................................................................................... 12
8 Allocation of unbalance tolerances to correction planes ........................................................................................13
8.1 General ........................................................................................................................................................................................................ 13
8.2 Single plane ............................................................................................................................................................................................. 14
8.3 Two planes............................................................................................................................................................................................... 14
9 Assembled rotors ..............................................................................................................................................................................................14
9.1 General ........................................................................................................................................................................................................ 14
9.2 Balanced as a unit .............................................................................................................................................................................. 14
9.3 Balanced on component level ................................................................................................................................................. 14
.................................15
10.1 General ........................................................................................................................................................................................................ 15
10.2 Unbalance tolerance ........................................................................................................................................................................ 15
10.3 Combined error of unbalance measurements .......................................................................................................... 15
.............................................................................................. 15
10.4.1 General................................................................................................................................................................................... 15
10.4.2 Unbalance readings within tolerance ......................................................................................................... 16
10.4.3 Unbalance readings out of tolerance ........................................................................................................... 16
................................................................................................................................................ 16
Annex A (informative)
based on balance quality grade G and allocation to the tolerance planes.............................................17
Annex B (informative) e limits ...............21
Annex C (informative) ...... 23
Annex D (informative) Rules for allocating unbalance tolerances from tolerance planes to
correction planes ..............................................................................................................................................................................................25
Bibliography ............................................................................................................................................................................................................................. 28
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the
constitute an endorsement.
as well as information about ISO’s adherence to the World Trade Organization (WTO) principles in the
Technical Barriers to Trade (TBT) see the following URL: www.iso.org/iso/foreword.html.
The committee responsible for this document is ISO/TC 108, Mechanical vibration, shock and condition
monitoring, Subcommittee SC 2, Measurement and evaluation of mechanical vibration and shock as applied
to machines, vehicles and structures.
more pronounced explanation of the application of permissible residual unbalances for the processes
Introduction
speed up to the maximum service speed. For these rotors, the resultant unbalance, and often moment
cases it would not be cost-effective to reduce the unbalance to the limits of the balancing machine.
1 Scope
This document establishes procedures and unbalance tolerances for balancing rotors with rigid
c) the allocation of the permissible residual unbalance to the tolerance planes, and
d) how to account for errors in the balancing process.
NOTE In ISO 21940-14, the assessment of balancing errors is considered in detail. Fundamentals of rotor
balancing are contained in ISO 19499 which gives an introduction to balancing.
2 Normative references
There are no normative references in this document.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— IEC Electropedia: available at http://www.electropedia.org/
— ISO Online browsing platform: available at http://www.iso.org/obp
4.1 General
be noted that the vibration in service can originate from sources other than unbalance.
Figure 1 a) to c) shows different representations in terms of resultant unbalance and resultant couple
unbalance, whereas Figure 1
in two planes.
angle), but the associated resultant couple unbalance is dependent on the location of the resultant unbalance vector.
NOTE 2 The centre of unbalance is that location on the shaft axis for the resultant unbalance, where the
resultant couple unbalance is a minimum.
unbalance.
the environment. For the purposes of this document, the reference planes for unbalance tolerances are
a) Resultant unbalance b) Special case of a), namely c) Special case of a), namely
vector together with an resultant unbalance vector resultant unbalance vector
associated couple unbalance located at centre of mass CM located at the centre of
in the end planes (static unbalance), together unbalance CU
with an associated couple
unbalance in the end planes
Figure 1 — Different representations of the same unbalance of a rotor with rigid behaviour
4.5.1 General
Rotors that are out of unbalance tolerance need correction. These unbalance corrections often cannot
be performed in the planes where the unbalance tolerances were set, but need to be performed where
material can be added, removed or relocated.
unbalance, as well as on the design of the rotor, e.g. the shape of the correction planes and their location
relative to the tolerance planes.
Figure 1 d).
Uper
balancing, this tolerance shall be allocated to the tolerance planes (see Clause 7).
5 Similarity considerations
5.1 General
NOTE 1 The SI unit for Uper/m is kg·m/kg (kilogram metres per kilogram) or m (metres), but a more practical
in its own housing with bearings and self-drive, under service condition and temperature.
Formula (5):
eper (5)
where
c is a constant.
6.1 General
of the rotor and to allocate it to the tolerance plane(s). In order to meet these unbalance tolerances
Clause 10.
tolerance is the radius of the circular tolerance region around the origin).
Clause 5
Table 1
residual unbalances (see 6.3.3
operation of the rotor in service.
eper , expressed
in mm/s (millimetres per second).
EXAMPLE If eper
factor of 1,6.
The values of eper (= Uper/m) are plotted against the maximum service speed, n, in Figure 2, which
experienced.
EXAMPLE Electric motors with shaft heights smaller than 80 mm are grouped to G 6,3 and the permissible
residual unbalance is derived from this group (see 6.3.3). This permissible residual unbalance value is applicable
factor of three.
Table 1 — Guidance for balance quality grades for rotors with rigid behaviour
Balance quality Magnitude
Machinery types: General examples grade eper
G mm/s
Crankshaft drives for large, slow marine diesel engines
G 4000 4 000
G 630 630
G 250 250
Complete reciprocating engines for cars, trucks and locomotives G 100 100
Cars: wheels, wheel rims, wheel sets, drive shafts
G 40 40
G 16 16
Crushing machines
Drive shafts (cardan shafts, propeller shafts)
Aircraft gas turbines
Centrifuges (separators, decanters)
Electric motors and generators (of at least 80 mm shaft height),
of maximum rated speeds up to 950 r/min
Electric motors of shaft heights smaller than 80 mm
Fans
Gears
G 6,3 6,3
Machine tools
Paper machines
Process plant machines
Pumps
Turbo chargers
Water turbines
Compressors
Computer drives
Electric motors and generators (of at least 80 mm shaft height),
of maximum rated speeds above 950 r/min G 2,5 2,5
Gas turbines and steam turbines
Machine-tool drives
Textile machines
Audio and video drives
G1 1
Grinding machine drives
G 0,4 0,4
Clause 9.
NOTE 2 All items are rotating if not otherwise mentioned (reciprocating) or self-evident (e.g. crankshaft drives).
Figure 2
Key
eper
or
Uper = 9 549 G m/n (7)
where
n/(60 s/min)
As an alternative, Figure 2 Uper then:
Uper = eper m (8)
For the permissible residual unbalance, Uper e per , and the permissible
eper
Formulae (6), (7) and (8). An example calculation is given in Annex A.
Uper is the total tolerance in the plane of the centre of mass. In the case of two-plane balancing, this
tolerance shall be allocated to the tolerance planes (see Clause 7).
W/N, where W is
the rotor mass and N is the maximum service speed.
In two-plane balancing, the different effects of unbalances with the same phase angle and of those 180°
apart shall be taken into account.
6.5.2 Vibrations
7.2.1 General
The permissible residual unbalance, Uper, is allocated in proportion to the distances from the centre
of mass to the opposite tolerance plane (see Figures 3 and 4). If the tolerance planes are the bearing
planes A and B, the Formulae (8) and (9)
(8)
(9)
where
Uper A
Uper B
Uper
LA
LB
Key
1 tolerance planes (= bearing planes)
A, B bearings
CM centre of mass
L bearing distance
LA distance from the plane of the centre of mass to bearing plane A
LB distance from the plane of the centre of mass to bearing plane B
For general outlines, see Figure 3. If the centre of mass is close to one bearing, the calculated tolerance
Uper, and the value for the remote bearing
a) the larger value shall not be greater than 0,7 Uper, and
b) the smaller value shall not be less than 0,3 Uper.
For general outlines, see Figure 4. The permissible residual unbalance tolerances are calculated
according to Formulae (8) and (9). However, to avoid extreme tolerance conditions, it is stipulated that
a) the larger value shall not be greater than 1,3 Uper
b) the smaller value shall not be less than 0,3 Uper.
The upper unbalance limit is different from that of an inboard rotor. This assumes that bearing B and
Key
1 tolerance planes (= bearing planes)
A, B bearings
CM centre of mass
L bearing distance
LA distance from the plane of the centre of mass to bearing plane A
LB distance from the plane of the centre of mass to bearing plane B
8.1 General
In contradiction to 4.4
correction planes.
for unbalance tolerances (see 4.4). If tolerances have to be allocated to the correction planes, note the
following two points.
of angular relationship between the residual unbalances in both correction planes. For all other
conditions, the same residual unbalance creates smaller effects on the rotor.
9 Assembled rotors
9.1 General
the housing), it is recommended that the angle of each component be marked to ensure identical angular
a) If combined errors (see ISO 21940-14) can be disregarded, the components shall be balanced to the
individual component unbalance is high or the unbalance correction is easier on the component, pre-
10.1 General
magnitude and the angle of the unbalance vector. As with all measured values, magnitude and angle
In addition, due to process requirements or limitations of the balancing equipment available, it might
10.4.1 General
the rotor meets the unbalance tolerance. The combined error of an unbalance measurement has to be
taken into account when checking the unbalance readings Ureading A in plane A and Ureading B in plane B
Uper A and Uper B
Ureading A in plane A and Ureading B in plane B at least one of the Formulae (12) or (13) holds true:
Ureading A > Uper A UA (12)
Annex A
(informative)
distances: LA = 1 500 mm
LB = 900 mm
L = 2 400 mm
Key
1 tolerance planes (= bearing planes)
A, B bearings
CM centre of mass
L bearing distance
LA distance from the plane of the centre of mass to bearing plane A
LB distance from the plane of the centre of mass to bearing plane B
Table 1
where
Key
eper
(A.5)
(A.6)
The smaller value of Uper A and Uper B shall not be less than 0,3 Uper , i.e. Uper A 3
A.6 Result
Annex B
(informative)
B.1 General
6.5.1). If these bearing force limits
where
Uper A
Uper B
Fper A
Fper B
n/(60 s/min) n.
Formulae (B.1) and (B.2)
4.6
As described in Clause 10, errors need to be accounted for when assessing whether the permissible
residual unbalance tolerances have been met.
B.2 Example
B.2.1 Assumption
For the rotor described in Annex A
Fper A = 1 200 N
B.2.2 Calculation
The permissible residual unbalances in bearing planes A and B are:
(B.3)
(B.4)
Annex C
(informative)
experience
C.1 General
C.2.3 Calculation
in Clause 5. The permissible residual unbalance, Uper, is proportional to the rotor mass, m
proportional to the service speed, n.
To calculate the permissible residual unbalance for a new rotor size on the basis of a known one,
Formula (C.1)
(C.1)
If permissible residual unbalances for the tolerance planes are known for one rotor, Formula (C.1)
be used to calculate the permissible residual unbalances for the tolerance planes of a similar rotor of a
different size.
Annex D
(informative)
D.1 General
As explained in 4.4 and 8.1, it is recommended that the tolerance planes (often identical to the bearing
planes) and not the correction planes be used to state unbalance tolerances. However, for the case
where the balancing process still needs unbalance tolerances in the correction planes, some basic rules
are given in D.2 to D.4.
where
Uper I
Uper II
Uper A
Key
A, B bearings, bearing planes (= tolerance planes)
I, II correction planes
(D.3)
(D.4)
where
Uper I
Uper II
Uper A
Uper B
Key
A, B bearings, bearing planes (= tolerance planes) L bearing distance
I, II correction planes LI–II distance between correction planes I and II
for such rotors, permissible residual unbalances are stated for the bearing planes (see 4.4).
Bibliography
[5] ISO 21940-14, Mechanical vibration — Rotor balancing — Part 14: Procedures for assessing
balance errors
[6] ISO 21940-21, Mechanical vibration — Rotor balancing — Part 21: Description and evaluation of
balancing machines
[7] ISO 21940-32,