Rockwell Automation Allen-Bradley 1441-DYN25-MBAL User manual

User Manual
Balancing Extension Module for the Dynamix 2500
Data Collector
Catalog Number 1441-DYN25-MBAL

Important User Information
Solid-state equipment has operational characteristics differing from those of electromechanical equipment. Safety
Guidelines for the Application, Installation and Maintenance of Solid State Controls (publication SGI-1.1 available from
your local Rockwell Automation sales office or online at http://www.rockwellautomation.com/literature/) describes some
important differences between solid-state equipment and hard-wired electromechanical devices. Because of this difference,
and also because of the wide variety of uses for solid-state equipment, all persons responsible for applying this equipment
must satisfy themselves that each intended application of this equipment is acceptable.
In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from
the use or application of this equipment.
The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and
requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or
liability for actual use based on the examples and diagrams.
No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or
software described in this manual.
Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation,
Inc., is prohibited.
Throughout this manual, when necessary, we use notes to make you aware of safety considerations.
Allen-Bradley, Rockwell Software, Rockwell Automation, Dynamix, Enpac, Emonitor, and TechConnect are trademarks of Rockwell Automation, Inc.
Trademarks not belonging to Rockwell Automation are property of their respective companies.
WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous
environment, which may lead to personal injury or death, property damage, or economic loss.
ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death,
property damage, or economic loss. Attentions help you identify a hazard, avoid a hazard, and recognize the
consequence
SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that
dangerous voltage may be present.
BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that
surfaces may reach dangerous temperatures.
IMPORTANT
Identifies information that is critical for successful application and understanding of the product.

Rockwell Automation Publication 1441-UM004A-EN-P - May 2011 3
Table of Contents
Preface Optional Extension Modules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Chapter 1
Installing Optional Extension
Modules
Install Extension Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Uninstall Extension Modules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Manage Extension Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Extension Module Battery Status Indicators . . . . . . . . . . . . . . . . . . . . . . . . 13
Chapter 2
Balancing Extension Module
Balancing Measurements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Plane Balancing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Static-couple Balancing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Set Up the Balancing Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Balance Setup Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Single Plane Balancing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Single Plane Balancing Procedure Overview. . . . . . . . . . . . . . . . . . . . . 26
Take the Initial Vibration Measurement. . . . . . . . . . . . . . . . . . . . . . . . 27
Add the Trial Weight. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Enter the Trial Weight Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Estimate the Trial Weight. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Take a Trial Run Weight Measurement . . . . . . . . . . . . . . . . . . . . . . . . 32
Take a Correction Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Perform a Trim Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Add the Correction Weight and Take a Residual Measurement . . 41
Two Plane Balancing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Two Plane Balancing Procedure Overview. . . . . . . . . . . . . . . . . . . . . . 46
How to Set Up a Two-Plane Procedure . . . . . . . . . . . . . . . . . . . . . . . . 46
How to Perform Two-plane Balancing . . . . . . . . . . . . . . . . . . . . . . . . . 50
Move Around in a Balance Run. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Saving, Loading, and Reviewing Balance Measurements . . . . . . . . . . . . . 61
Save a Balance Measurement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Load a Previously Saved Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Review Balancing Measurements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
How to Delete Stored Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Index

4Rockwell Automation Publication 1441-UM004A-EN-P - May 2011
Table of Contents
Notes:

Rockwell Automation Publication 1441-UM004A-EN-P - May 2011 5
Preface
This manual describes the Balancing extension module for the Dynamix 2500
data collector. You install the extension module with the Balancing Secure Digital
(SD) card.
See Installing Optional Extension Modules on page 7 for installation
instructions.
The balancing test determines the amount and location of the heavy spot on a
rotating shaft so that you can balance it with an equal amount of weight in the
opposite direction.
There are three types of measurements in the balancing process:
•Initial Vibration
•Trial Weight
•Residual Measurements
Optional Extension
Modules
These are the optional extension modules for the Dynamix 2500 data collector:
•1441-DYN25-4C, 4-channel Activation (1)
The 4-channel activation lets you take 3- and 4-channel magnitude, time
waveform, spectra, and Offroute measurements.
•1441-DYN25-MBMP Bump Test
A bump test (or hammer test) determines the natural frequencies of a
machine or a structure.
•1441-DYN25-MBAL Balancing
Balancing application resolves single-plane, two-plane, and static-couple
balances with high precision.
•1441-DYN25-MFRF Frequency Response Function
The FRF test lets you determine the natural frequencies of a machine as
well as sophisticated information about the frequency response of the
structure being tested.
•1441-DYN25-MREC Time Recorder
The Time Recorder test uses a the instrument as a data recorder for real-
time data acquisition and analysis.
•1441-DYN25-MRUC Run Up Coast Down
The RUCD test records and analyzes data from intermittent events and
transient vibration signals from non-steady state machines.
See Additional Resources on page 6 for a listing of available publications.
(1) This is an activation license for the Dynamix 2500 data collector.

6Rockwell Automation Publication 1441-UM004A-EN-P - May 2011
Preface
Additional Resources
These documents contain additional information concerning related products
from Rockwell Automation.
You can view or download publications at
http://www.rockwellautomation.com/literature. To order paper copies of
technical documentation, contact your local Allen-Bradley distributor or
Rockwell Automation sales representative.
Resource Description
Dynamix 2500 Data Collector User Manual,
publication 1441-UM001 Describes the Dynamix 2500 data collector which provides predictive maintenance by
using noise and vibration analysis.
Bump Test Extension Module for the Dynamix 2500
Data Collector User Manual,
publication 1441-UM002
Describes how determine natural (or resonant)
frequencies of a machine or structure.
Frequency Response Function Extension Module
for the Dynamix 2500 Data Collector User Manual,
publication 1441-UM003
Describes how to determine the natural
frequencies of a machine or structure by using
modal hammer.
Time Recorder Extension Module for the Dynamix
2500 Data Collector User Manual,
publication 1441-UM005
Describes how to use the data collector as a
data recorder for real-time data acquisition,
post processing, and analysis.
Run Up Coast Down Extension Module for the
Dynamix 2500 Data Collector User Manual,
publication 1441-UM006
Describes how to record and analyze data from
intermittent events and transient vibration
signals from non-steady state machines.
Emonitor User’s Guide, publication
EMONTR-UM001
Describes data management for predictive
maintenance services.
Dynamix 2500 Data Collector Kit Release Notes,
publication 1441-RN001 Provides information on the latest updates, for example, firmware, certifications, warnings,
and hardware changes for the data collector.
Dynamix 2500 Data Collector Optional Extension
Modules Release Notes, publication 1441-RN002 Provides information on how to install the Optional Extension Modules on to the Dynamix
2500 data collector.
Industrial Automation Wiring and Grounding
Guidelines, publication 1770-4.1 Provides general guidelines for installing a Rockwell Automation industrial system.
Product Certifications website, http://www.ab.com Provides declarations of conformity,
certificates, and other certification details.

Rockwell Automation Publication 1441-UM004A-EN-P - May 2011 7
Chapter 1
Installing Optional Extension Modules
The data collector uses the Extension Manager to install and uninstall extension
modules. These extension modules are licensed and ordered separately from the
basic entry-level product.
Install Extension Modules
The installation Secure Digital (SD) cards that you receive work with any
Dynamix 2500 data collector. Once you have installed an extension module, the
card is locked so that it can only be used with that instrument.
You can uninstall extension modules if required. When uninstalling an extension
module, you have the option to free up the license so you can install the extension
module on another instrument. This makes the extension module available to be
transferred between units.
Follow these instructions to install an extension module.
1. Open the base cover at the bottom of the Dynamix 2500 data collector.
2. Place the extension module SD card contact side-up into the unit until it is
firmly seated in place.
3. Close the base cover.
Topic Page
Install Extension Modules 7
Uninstall Extension Modules 9
Manage Extension Modules 12
Extension Module Battery Status Indicators 13
IMPORTANT
One installation SD card is required for each instrument that needs to
be upgraded.
IMPORTANT
When ever you re-run the OS Loader software, you will re-load only the
main OS firmware. The OS loader will backup licence files and data, but
not the optional extension modules. Once you have updated the OS
firmware, insatll the latest version of your optional extension modules.
See the Dynamix 2500 Data Collector User Manual, 1441-UM001, for
more information.

8Rockwell Automation Publication 1441-UM004A-EN-P - May 2011
Chapter 3 Installing Optional Extension Modules
4. Apply power to the data collector.
5. From the Main Menu, select Setup Utility and press Enter.
6. Press 0 (Shift) to display the second set of functions.
The Extension Manager function remains on the screen for about three
seconds after releasing 0 (Shift).
7. Press F1 (Extn Mgr).
The Extension Manager screen appears showing the current extension
module installations.
8. Press 0 (Shift) to display the Install Extension function.
9. Press F2 (Install) to install the new extension module.
Extension Manager

Rockwell Automation Publication 1441-UM004A-EN-P - May 2011 9
Installing Optional Extension Modules Chapter 3
When the installation is complete, a confirmation prompt appears.
10. Press F4 (OK).
The new extension module appears in the list.
11. Press F4 (Esc) to exit the Extension Manager screen.
Uninstall Extension
Modules
Follow these instructions to uninstall an extension module.
1. Press 0 (Shift) from the Setup Utility screen to display the Extension
Manager function.
The Extension Manager function remains on the screen for about three
seconds after releasing 0 (Shift).
2. Press F1 (Extn Mgr).
Extension Manager

10 Rockwell Automation Publication 1441-UM004A-EN-P - May 2011
Chapter 3 Installing Optional Extension Modules
The Extension Manager screen appears.
3. Select the extension module you want to uninstall and press F3 (Select).
F3 (Select) toggles the selection on and off.
A checkmark appears next to that extension module.
4. Press F1 (Uninstall).
This screen lists the
extension modules
currently installed and the
on the unit.

Rockwell Automation Publication 1441-UM004A-EN-P - May 2011 11
Installing Optional Extension Modules Chapter 3
A confirmation message appears.
5. Make sure your installation card is inserted into the instrument.
6. Press F2 (Yes) to uninstall the extension module.
7. Press F4 (Esc) to exit the Extension Manager screen.
IMPORTANT
The extension module is uninstalled and the license on the card is
released so that the card can be used to install the extension
module on another Dynamix 2500 data collector.
If the installation card is not inserted in the instrument and no
card, you are is found or the card does not have the extension
module license for the unit, you are prompted to insert the correct
installation card or continue without freeing the license.

12 Rockwell Automation Publication 1441-UM004A-EN-P - May 2011
Chapter 3 Installing Optional Extension Modules
Manage Extension
Modules
The Dynamix 2500 data collector lets you to hide installed extension modules
from the Main Menu. You may need to hide an advanced extension module icon
from an inexperienced user, for example, RUCD and FRF.
Follow these instructions to hide or show an extension module icon on the Main
Menu.
1. Press 0 (Shift) on the Setup Utility screen to display the Extension
Manager function.
The Extension Manager function should remain on the screen for
approximately three seconds after releasing 0 (Shift).
2. Press F1 (Extn Mgr). The Extension Manager screen appears.
The Extension Manager displays a list of installed extensions module.
The F2 (Hide) toggles between Hide and Show depending if the selected
extension module is hidden or not.
IMPORTANT
Once an extension module is hidden, its icon is not represented on the
Main Menu or displayed in the Dynamix 2500 data collector About
screen.
TIP
You have to exit and re-enter the Extension Manager after hiding an
extension module to have the Show function appear.
The extension modules that
are hidden are shown in
[square brackets].

Rockwell Automation Publication 1441-UM004A-EN-P - May 2011 13
Installing Optional Extension Modules Chapter 3
3. Select the extension module that you want to hide or show and press F2
(Show/Hide).
4. Press F4 (Esc) to exit the Extension Manager.
Extension Module Battery
Status Indicators
The battery status icons show the strength of the battery.
TIP
If you want to show or hide multiple extension modules
simultaneously, select each extension module and press F3
(Select).
A checkbox appears next to each selected extension module. If
you select multiple extension modules and some are hidden
while others are shown, F2 (Show/Hide) reflects the status of the
selected extension module.
Table 1 - Extension Module Battery Icon Descriptions
Battery Icon Meaning
Battery status is good: >30% life remaining.
Battery status is low: >10% life remaining.
Battery status is very low: <10% life remaining.
Battery is charging.

14 Rockwell Automation Publication 1441-UM004A-EN-P - May 2011
Chapter 3 Installing Optional Extension Modules
Notes:

Rockwell Automation Publication 1441-UM004A-EN-P - May 2011 15
Chapter 2
Balancing Extension Module
The Balancing extension module is an optional module for the Dynamix 2500
data collector. You install the extension module with the Balancing Secure Digital
(SD) storage card.
Balancing application resolves single-plane, two-plane, and static-couple balances
with high precision. You can use the Dynamix 2500 data collector coupled with a
speed-measuring device such as a strobe light or laser tachometer.
The Dynamix 2500 data collector Balancing extension module provides a simple,
direct method to balance your rotating machinery in one or two planes. You can
use the internal laser tachometer in the data collector or an external laser
tachometer, optical tachometer, or strobescope for measuring phase during the
balance run.
Topic Page
Balancing Measurements 16
Plane Balancing 16
Static-couple Balancing 18
Set Up the Balancing Parameters 20
Single Plane Balancing 26
Two Plane Balancing 45
Saving, Loading, and Reviewing Balance Measurements 61

16 Rockwell Automation Publication 1441-UM004A-EN-P - May 2011
Chapter 2 Balancing Extension Module
Balancing Measurements
Balancing is the technique for determining the amount and location of the heavy
spot on a rotating shaft so that you can balance it with an equal amount of weight
in the opposite direction. These methods go through the technique with
stopping points where you start and stop the machine to perform weight addition
or subtraction.
There are three types of measurements in the balancing process:
•Initial Vibration
The initial vibration measurement is taken without any added weights on
the machine. The initial vibration measurement establishes a reference of
how the machine vibrates at each plane without any extra weight added.
This vibration is what will be corrected by the correction weight.
•Trial Weight
The trial weight measurements are taken with a single trial weight attached
to the machine at one plane or the other. The trial weight measurements
are used to determine how the machine is affected by the added weight.
The ideal trial weight should produce either a 30 % change in amplitude or
a 30°change in phase.
•Residual Measurements
The residual measurements are taken with the correction weight or the
correction weight and trim weights attached to the machine. The
correction weight should cancel out the initial unbalance. A residual
vibration measurement is taken to measure the remaining unbalance. Trim
weights are added to the machine to cancel out the vibration measured
during a residual measurement.
Plane Balancing
Regardless of whether you are performing a single or two-plane balancing
procedure, all balancing procedures progress through basic runs as you start
(spin) and stop the rotor.
For two-plane procedures, you performsome of the runs twice, once with weights
on correction plane one and again with weights on correction plane two. For
simplicity, the following example describes a single-plane procedure.
These are the steps you need to take to take a single-plane balancing
measurement.
1. Set up balancing equipment and the Balancing parameters.
With the machine stopped, set up the balancing equipment and mark your
tachometer reference point on the rotor or shaft.
See Set Up the Balancing Parameters on page 20 to configure balancing
measurement parameters for the balancing run sequence.

Rockwell Automation Publication 1441-UM004A-EN-P - May 2011 17
Balancing Extension Module Chapter 2
2. Perform the initial measurement.
a. Start the machine.
b. Take the initial measurement.
The initial measurement provides a starting place for balancing
computations. It records the machine's initial imbalance, 1X vibration
magnitude and phase angle. Later in the procedure, initial measurement
data is automatically compared with trial (weight) measurement data to
calibrate the machine's imbalance.
3. Attach a trial weight.
a. Stop the machine after collecting the initial measurement data.
b. Add a trial weight.
A trial weight is a temporary weight attached to produce a change from
the original unbalance readings (reference run readings). Input the trial
weight amount and placement angle into the data collector.
4. Perform the trial measurement.
a. Start the machine again with the trial weight securely attached.
b. Take trial measurement with the trial weight.
The trial measurement calibrates the machine's unbalance and allows
the data collector to calculate the influence coefficient and permanent
correction weight amount and placement. To allow for accurate
balancing computations, the trial weight should pass the 30/30 rule.
The trial weight should do the following:
•Increase or decrease the 1X vibration amplitude by at least 30 %
•Change the phase angle by at least 30°
•Be a combination of A and B.
5. Attach the correction weight.
a. Stop the machine.
b. Remove the trial weight
c. Attach the specified correction weight at the specified angle.
6. Perform a correction weight measurement.
a. Start the machine again.
b. Take correction weight measurement.
The correction weight run performs two functions:
•It calculates the amount of residual imbalance with the correction
weight in place to confirm that the machine is now balanced within
tolerances.
•If further balancing is necessary, it automatically applies the
influence coefficient to calculate additional trim weights that can be
added to further balance the machine.

18 Rockwell Automation Publication 1441-UM004A-EN-P - May 2011
Chapter 2 Balancing Extension Module
7. If additional trim weights are necessary to balance the machine within
tolerances, stop the machine and attach the specified trim weights.
a. Stop the machine.
b. Attach the specified trim weights.
c. Take another measurement.
8. Perform a trim measurement.
a. Start the machine.
b. Take a trim measurement to verify the machine is balanced within
tolerances. If not, you can take additional trim measurements.
Static-couple Balancing
With stiffer rotors, a two-plane procedure may reduce the amount of imbalance
to target tolerances. However, with narrow or flexible rotors, more often a
static-couple procedure works best.
This graphic shows a narrow rotor showing three heavy spots.
The static-couple procedure corrects the static unbalance with weights added to
the center of gravity plane, and corrects the couple unbalance with weights added
to the end planes.
In practice, a static-couple balancing procedure is almost identical to a two-plane
balancing procedure, except that it provides three correction weight solutions
instead of two. One correction weight for each plane, and an additional
correction weight to correct the static unbalance.
Unless you are able to attach weights to the machine’s center of gravity plane, the
static weight is typically split in half and applied to the end planes to correct the
static unbalance.
In as such, on the data collector, the static-couple procedure is identical to the
two-plane procedure except the Correction Weight and Trim Weight screens
show three correction weights for the static-couple procedure:
•One weight for end plane 1
•One weight for end plane 2

Rockwell Automation Publication 1441-UM004A-EN-P - May 2011 19
Balancing Extension Module Chapter 2
Except for the Solution field, all static-couple balancing parameters are identical
to two plane balancing settings.
If you want to compute three correction weights, select Static-Couple for the
Solution parameter on the Balance - Setup screen.
See Balance Extension Module Parameters on page 22 for more information
about these parameters.
Except for attaching three correction and trim weights instead of two (or four if
you split the static weight), all static-couple balancing run procedures are
identical to the two-plane balancing procedures.
SeeTwo Plane Balancing on page 45 on how to perform a two- plane Procedure
section for details.

20 Rockwell Automation Publication 1441-UM004A-EN-P - May 2011
Chapter 2 Balancing Extension Module
Set Up the Balancing
Parameters
All balancing measurement parameters are set up from Balance Setup screen.
Follow these steps to go to the Balancing extension module.
1. From the Main Menu, select Balancing and press Enter.
The Balance menu displays.
These are the Balance menu options:
•Setup
Access the Balance - Setup screen where you can set up and perform a new
balancing run.
•Recall
Access the Balance - Load Setup screen where you can select a previously
saved balancing run and perform a new run by using the saved settings.
•Review
Review Data screen where you can review previously stored measurements
or resume a previous balance measurement from the last completed run.