Escolar Documentos
Profissional Documentos
Cultura Documentos
Amended edition
FOR RESTRICTED
CIRUCULATION
No.
FOR RESTRICTED
CIRCULATION
NO.
Prepared by
COMMITTEE ON
INSPECTION OF ROTATING EQUIPMENT
OISD publications are prepared for use in the Oil and gas
industry under Ministry of Petroleum and Natural Gas. These are the
properties of Ministry of Petroleum and Natural Gas and shall not be
reproduced or copied and loaned or exhibited to others without written
consent from OISD.
Though every effort has been made to assure the accuracy and
reliability of data contained in these documents, OISD hereby expressly
disclaims any liability or responsibility for loss or damage resulting from
their use.
With this in view, the then Ministry of Petroleum & Natural Gas,
in 1986, constituted a Safety Council assisted by Oil Industry Safety
Directorate (OISD), staffed from within the industry, in formulating and
implementing a series of self regulatory measures aimed at removing
obsolescence, standardising and upgrading the existing standards to
ensure safe operations. Accordingly, OISD constituted a number of
Functional Committees of experts nominated from the industry to draw
up standards and guidelines on various subjects.
CONTENTS
SECTION PAGE NO.
2.0 Balancing
2.1 Scope
2.2 General
2.3 Selection of Number of Balancing Plane
2.4 Balancing Tolerances
5.0 References
Appendix I
General Safety Precautions
SPECIFIC MAINTENANCE PRACTICES FOR ROTATING EQUIPMENT
1.0 ALIGNMENT SYSTEMS AND at every machine support just prior to alignment.
PROCEDURES If the shims have burrs, rust etc. these should be
removed and shims without rust, wrinkles, burs,
1.1 SCOPE hammer marks and dirt should be used. Use as
few shims as possible and replace many thin
This section covers the standard alignment shims with fewer shims of greater thickness.
systems and procedures for rotating machinery, Stainless steel shims minimise alignment
precautions to be taken before carrying out the problems associated with shim deterioration.
alignment and general alignment guidelines.
1.2.5 Checking for Misalignment
1.2 SYSTEM SURVEY
Misalignment should be checked in the following
Many steps vital to good machinery alignment manner. A dial indicator should be mounted on
should be taken well ahead of the actual ‘cold the machine support with the indicator stem
alignment’. Some of the items, which warrant resting on the sole plate. Watch the indicator as
specific attention, are as follows: the hold-down bolts are loosened. If movement
of the indicator is more than 0.025 to 0.05 mm, it
1.2.1 PIPING is an indication of a problem that must be
defined and eliminated. Remove the shim pack
A Visual inspection of piping is vital. The and check with feeler gauges to be certain the
following checks should be carried out: machine support is parallel with the sole plate. If
not, regrout, re-machine the support or prepare
a) Whether the piping is installed in apparent tapered shims.
agreement with the design criteria and is
complete in all respects as per the drawing. 1.2.6 Checking the Causing for distortion
b) Whether proper placement and adjustment Test for gross distortion of casing can be made
of guides, anchors and supports have been when shim packs are checked in the following
done, whether proper adjustment of tie bolts manner:
on expansion joints, correct positioning of
hangers have been carried out, whether a) With three supports tightened down, remove
make up of flanges with gaskets in place the shim pack from the fourth support.
have been completed and the bolts
tightened. b) Determine the total thickness of the shim
pack and record the dimension.
c) Whether the system is in order so that post
alignment piping modifications will not nullify c) Using feeler gauges, determine the distance
the alignment effort. from the sole plate to the machine support.
Measure the dimension.
d) Nomenclature with flow direction on pipes
Note 1 d) Subtract the feeler gauge dimension from
shall be given.
the shim pack thickness. This is the total
deflection of the machine casing with no
1.2.2 Grouting
support at the corner being checked.
Grouting should be checked to be sure it is
e) Repeat the procedure at each of the four
complete and satisfactory.
supports and compare the deflection of
each. Gross differences in deflections at any
1.2.3 Foundation bolts
of the four supports is an indication of
probable casing distortion.
Foundation bolts should be checked for
tightness.
1.2.7 Checking for piping strain
1.2.4 Shim packs
Piping strain is seldom detectable by visual
observation. However, gross problems can be
Shims are vital link between the machine and
detected by the following tests. Following the
foundation. All shim packs should be removed
check of casing distortion, place dial indicators
on the machine to monitor both vertical and The face and rim method and the reverse
horizontal movement of the casing or shaft. indicator method are commonly used for
Loosen all the hold down bolts. If the machine accurately measuring the shaft alignment
moves more than the average observed when between machinery. In the face and rim method,
checking individual supports, it is obviously the a face (axial) measurement and a rim (radial)
result of an external force, i.e. the piping. measurement determine the angle and position
respectively of one shaft relative to another. The
1.2.8 Bearings reverse indicator method uses two rim
measurements, one from each coupling to locate
Ensure that the bearings are properly installed in one shaft center line relative to the other. Both
the machines and they are lubricated. Also the face and rim measurements are to be taken
check the bearing covers for proper tightening. with dial indicators.
e) Ensuring the quality of alignment bracket, Zero the radial indicator in correspondence to
dial indicators and shims required for the vertical plane as indicated in the figure.
alignment. Rotate the shaft in the operational direction of
rotation and note the gauge readings at 90 0
f) Making provisions for permanent recording intervals. Interpret the readings as positive if the
of alignment data. dial indicator rod re-enters its appropriate place
and negative if it does not. The readings are to
g) Ensuring that jack bolts are provided and be taken at least twice and ensure that the
they are free for moving the machine for indicator operates with the rod at half stroke. It
alignment. is advisable, especially for couplings with
spacers, to recheck by moving the apparatus
1.4 COLD ALIGNMENT with the indicators from one shaft to the other.
The term ‘cold alignment’ refers to the position of The value of the misalignment in the vertical
a machine’s shaft center line relative to the shaft plane is rv=b/2 where b is the reading effected
center line of a connected machine, with both on the dial indicator after a rotation of 180 0.
machines in a non operating or ‘cold condition. Such are the values read after a rotation of 90 0
Cold alignment is normally the only check made (W) and 2700 (Z) that their algebraic addition
to directly determine the relative position of the coincides, with the measurement taken after
two shafts. Results of the check form the basis 180oC , i.e. b =W + Z (approx.), while their
for determining shaft alignment during operation. algebraic semi difference indicates the radial
misalignment in the horizontal plane, i.e. values
of W’, Z’ and ‘b’, must be considered with their
sign. To correct the axial and radial misalignment on a
horizontal plane, it is sufficient to horizontally
1.4.3 Readings of the axial misalignment move the machine by turning the set screws of
the machine.
The axial misalignment of the shafts (angular
misalignment of the coupling) is read by means 1.5 HOT ALIGNMENT
of two offset indicators of 1800 and zeroed to
their initial position. For taking the reading of Alignment of machineries changes from ambient
axial misalignment use the two vertically aligned to operating conditions. Correction for this can
indicators. Zero the indicators. Then rotate both be done in two ways:
shafts and record the measurements read on the
dial indicators for each misplacement of 90 0 as a) By calculating the thermal growth of
indicated in figure 4. individual machineries and giving
allowances for it in the cold alignment.
Supposing that the two comparators are installed
on the flange of the P Shaft (with the indicator b) By shutting down a machine which had been
button bearing on the flange of the Q shaft) allowed to stabilise at temperature, installing
and that the readings are made looking at the dial indicators and taking measurements.
unit from left to right, we have the value of the
axial misalignment in the vertical plane “av as av The second procedure should be adopted for
= d-g/2. If “av” is negative, the flanges appear pumps where the couplings are readily
open downwards and if av is positive flanges accessible and indicators can be installed in a
appear open upwards. The value of the axial matter of minutes. But this method is difficult for
misalignment angle in the vertical plane is high speed machineries where it takes more time
obtained through to install the indicators by which time the
machine gets cooled and a change in alignment
tg < v = av/o takes place. Hence, for these machines first
procedure is to be adopted.
The value of the axial misalignment in the
horizontal plane as will be 1.6 Alignment Tolerance
Another standard for rigid rotors defines the The more conservative standard depends on the
maximum permissible imbalance as 4W/N specific rotor’s speed and weight. The API
where W = rotor weight in lbs and N = Rotor standard will be more conservative for light
Speed rpm. weight high-speed rotors, while the 4W/N criteria
will be more conservative for heavy low speed
rotors. This is a property by which an oil retains its
viscosity within a narrow range at higher or lower
For dynamic balancing of flexible rotor ISO STD temperatures conditions i.e. the oils does not
5406 may be referred. become thin at high temperatures and thick at
lower temperatures. This property is essential in
3.0 LUBRICATION SYSTEM any operating machinery because there is
always a variation in operating temperatures
3.1 SCOPE from idle to ‘full speed’ operations.
This section covers the functions and properties 3.3.3 Pour Point
of the lubricants and lubrication methods
commonly used for rotary equipment. This is the ability of the oil to remain in a fluid
state at low temperatures, i.e. it should not
3.2 FUNCTIONS OF LUBRICANTS congeal or become solid at low temperatures.
The necessity of this property is obvious.
Selection and applications of lubricants are
determined by the function they are expected to 3.3.4 Flash Point
perform. The principal functions of lubricants
are : This property ensures that oil will not vaporise at
higher temperature and ignite.
1. Control friction
2. Control wear 3.3.5 Acidity
3. Control temperature
4. Control corrosion The oil should be of low acidity so as not to
5. Insulate (Electric) corrode the parts.
6. Transmit power (Hydraulic)
7. Damper shock (Gears) 3.3.6 Oxidation Stability
8. Remove contaminants (Flushing action)
9. Form a seal (grease) This is a property which ensures that the oil does
not deteriorate due to long periods of storage
3.3 TYPES OF LUBRICANTS under exposure to atmosphere.
There are mainly two types of lubricants, liquid 3.3.7 Addition of additives
and semi solid. Both are mineral oil based.
Though there are some non-mineral oil based Apart from the above key properties mentioned
lubricants for special purposes, we will only in 3.3.1, there are many other properties
consider the former for the present. specified for specific purposes. Some of them
are emulsification number, detergent/dispersant
3.3.1 Properties of liquid lubricants or lube activity, corrosion inhibition, antifoaming activity
oils (foam collapse time) etc. The key properties are
achieved by processing the oil in various process
There are hundreds of grades of lube oils which units by adding additives. Additives are
are specified for particular services. The range complex, organic or inorganic substances which
varies from very heavy i.e. high viscosity oils are specially compounded. Some of the
like gear oils to very light i.e. low viscosity oils additives used in lubricants are: Antioxidants
like instrument and watch oils. (hindered phenols), anticorrosion compounds
(dithiophosphates), rust inhibitors, detergents
Normally high viscosity oils are used where the (petroleum sulphenates), antifoam agents
machinery operates at low speeds but high loads (silicate polymers), demulsifiers, extreme
or torque. A heavier oil here helps to form a pressure additives (chlorinated paraffin wax),
fairly stable film (which does not sheer easily). etc.
Lighter oils are used where the speeds (RPM)
are high but the load is less, which forms a When a lubricant is to be chosen for any service,
thinner film but takes off the heat faster. A thick the exact conditions to which the lubricant is to
oil in such cases will form a thick film and be subjected should be known and proper
creates a ‘drag’ on the parts demanding more lubricant should be chosen. Just any oil is not a
work energy. Selection of proper viscosity of the lubricant. In the name of inventory control or
oil for a particular service is very important. variety control do not choose the oil at random.
Ensure that the oil selected is exact equivalent
3.3.2 Viscosity Index as per manufacturer’s recommendation.
This procedure should be continued
4.0 PRESERVATION OF SPARE PARTS subsequently. By this method the sag will be
altered into two mutually perpendicular planes of
4.1 SCOPE the rotor. The rotor parts should be preserved by
application of rust stop 184 or equivalent. This
This section covers the standard preservation is to be sprayed on the machined surfaces of all
procedures to be followed for various rotary casing, rotors and diphgrams, etc. The rotor
equipment spare parts. journals should be protected by application of
two coats of Asian blue lacquer rust preventive
4.2 GENERAL and again wrapped up with two layers of
bituminous paper and one layer of polythene
Moisture and oxygen are the main contributors sheet and then kept over 12mm thick felt or
causing deterioration. These may cause rusting, rubber sheet on the wooden blocks in the
pitting of surface and other forms of pedestal. The remaining portion of the rotors are
deterioration. Dirt and dust also causes to be preserved with “Rust stop 184 or
deterioration particularly for antifriction bearings. equivalent”. The pedestal should be kept on
Some components such as rubber etc. are perfectly hard & horizontal surface Note 1.
affected by ultra-violet rays and should be kept
away from the light. Some instruments in 4.3.2 Rotor Re-preservation
general and electronic instruments in particular
requires temperature control for proper The rotor will require represervation on frequent
preservation. Long cylinder shaft and rotors intervals which can be decided by inspecting the
need to be restored in such a way that rotor and will depend on environment of
permanent deflection does not take place. Tyres protection. The following procedure should be
require frequent change of position to avoid followed for represervation:
deformation.
For represervation, earlier coating shall be
Various preservatives are used for preserving removed by suitable method and subsequent
various components such as oil preservations washing of the surfaces by suitable solvents
compounded with inhibitor and wetting agent. should be done. Mechanical cleaning, if
Anti-corrosive compound such as Servo RP 120 adopted, should not cause any scratches or
or equivalent can be used as oil preservatives. lines on the journal portion. Care should be
Asphatic/petroleum base grease such as Indian taken not to spoil the surface finish.
Oil Servo RP 330 can be used as grease
preservative. Ordinary greases containing soap If any slight corrosion is observed it should
should not be used. Wrapping with water-proof be removed with fine emery paper.
paper is a good method of preserving.
After removing corrosion, if any, the surfaces
4.3 PRESERVATION OF HIGH VALUE should be degreased with the help of a soft
ITEMS brush or pad moistened with a suitable
degreasing agent. Degreasing operation is
4.3.1 Rotor Preservation to be carried out a number of times
depending upon the dirt on the surface after
In addition to protecting the rotor from corrosive which the surface is rubbed dry by a piece
effect of oxygen and other gases in the of cloth.
atmosphere, the rotor also requires protection
against deflection. It is recommended that rotors
Surface prepared for represervation should
are to be rotated at least once in three months to
not be touched by hand.
avoid sagging on long storage. After the receipt
of rotor at site it should be rotated by 180 oC as
Preservative should be applied in closed
early as possible.
premises not later than 3/5 hours after
cleaning and degreasing. Application of
It should be rotated by 1800 position after
preservatives should not be done in humid
three months
atmosphere and during short changes in
temperature, which may cause sweating of
It should be rotated by 900 position after surfaces under preservation.
three months.
Surfaces can be coated with the
It should be again rotated by 900 position preservative by spray gun, by brush or by
after three months. dipping. While applying anti corrosive layer,
care should be taken to see that the coating
is uniform and without overflow or gaps. Bearings which are to be stored for a
considerable time must be well protected and to
Coating should be done in solid smooth layer achieve this they should be heated in a bath of
without lapses bald sports and flaws. Each good quality petroleum jelly at temperature of
subsequent layer shall be coated after the 115-1200 C (240-2500 F). The bearings should
preceeding one dries up completely. remain in the bath until they have reached its
temperature thereby ensuring that they are free
Surfaces coated with anti corrosive greases from all moisture. They should then be cooled to
should be additionally protected with two approximately 600 C so that the petroleum jelly
layers of waxed paper. does not run off when the bearings are taken out
of the bath. The rust preventive capacity of the
Quality of the anti corrosive layer is checked petroleum jelly is increased by mixing it with 3%
by visual inspection. Any observed defects pure, solid stearic acid.
should be immediately rectified.
In all cases the bearings should be wrapped in
4.3.3 Alternative method of preserving grease proof paper and then placed in a box
rotor which has a lid. The box should be sealed with
adhesive tape so that the bearings are well
Another method of preserving the rotors is to protected against dust. Moisture absorbing
store it vertically by suspending in a container sachets should be provided in the box Note 1.
sealed and preserved under nitrogen pressure of
0.5 kg/cm 2. The pressure gauge indicating the The bearing designation should be written
pressure of nitrogen in container should be outside of the box so that the contents will be
inspected periodically and positive nitrogen known at a later date without the need to open
pressure is required to be ensured at all time. the box.
Such preservation will not require periodic
rotation of turbine rotor and corrosive effects of 5.0 REFERENCED PUBLICATIONS
the atmosphere, accumulation of dust, etc. will
be avoided. i) Machinery analysis and Monitoring by John
S. Mitchell.
4.4 PRESERVATION PROCEDURE FOR
OTHER SPARE PARTS ii) Turbomachinery Handbook published by
Hydrocarbon Processing.
4.4.1 Pump rotor assembly
iii) BHEL Instruction Manual.
Pump rotor assembly is preserved by coating
them with mineral oil 45 corrosion inhibitor. iv) Sawyer’s Turbomachinery Maintenance
Handbook-Volume II.
4.4.2 Crank shaft
v) Instruction Manual of Hard bearing balancing
Crank shaft of compressor and diesel engines machines.
are protected by painting with bituminous paint
on all surfaces except the journals which are vi) Predictive Maintenance Manual of Indian Oil
protected as indicated in the case of journal of Corporation.
the rotors.
vii) Mechanical balancing of Rotating Bodies
4.4.3 Casing of reciprocating compressors BS5265 PART 1981
1.4 Whenever a pump handling 1.11 Gaskets and bolts used for making up
hydrocarbons is taken out of service, all the the flanges should be suitable for the service.
hydrocarbon lines connected to the pumps
should be isolated by blinding. In the case of a 1.12 A display board with clear & bold writing
back pull out pump, the casing should be blinded of "EQUIPMENT UNDER MAINTENANCE"
by a special fluid instead of blinding the lines. should be kept at working site Note1.