The present invention relates generally to the alignment of vertical shafts and, more particularly, to aligning a vertical shaft to the plumb position, and to measurement of the built in throw (run out) of a shaft as the shaft is rotated. The present invention also relates to a method and an apparatus for aligning a vertical shaft, or a plurality of axially coupled vertical shafts, of a hydroelectric turbine generator or of a similar vertical-shaft system.
Vertical shafts (particularly hydroelectric generator/turbine shafts) have been aligned using various methods for over 100 years. The most common method (industry standard) is called the 4 plumb wire method. To check the plumb or verticality of a shaft, 4 music wires (or piano wires) are connected to a bracket at an upper elevation and at 4 equally spaced locations, 90 degrees apart, around the shaft. These wires are connected at the bottom to large plumb bobs (usually fifty pound weights) which are immersed in a bath of high viscosity oil or other fluid for damping. Readings are taken of distances from the wires to the shaft at multiple elevations with electric micrometers. The micrometers give an audible click in the earphones of an operator when the micrometer makes contact between the wire and shaft. The electric micrometer basically acts as a switch to allow current to flow through the operator's earphones when the circuit is completed through the wire and shaft which are electrically connected. By measuring these distances from the wires to the shaft at a top and bottom elevations on the shaft, the amount of deviation from plumb can be determined for the shaft. By measuring these distances from the wires at elevations on each side of a shaft system coupling, kink (deviation from parallel centerlines; also called “dogleg”) and offset (non-concentric centerlines) can be determined. By measuring the plumb of the shaft at various rotational positions (i.e. 0 deg, 90 deg, 180 deg, and 270 deg), the shaft throw (run out) can be determined.
The alignment of vertical shafts in hydroelectric generating units and similar rotating shafts in other machinery, such as vertical pumps, usually requires equalizing the thrust bearing shoe or thrust member loads; plumbing the shafts (plumb to gravity); and plumbing the centerline of shaft throw circles (run out). Many of the tools and methods used to accomplish such alignments date back as long as 100 years. These dated methods and tools tend to be slow and awkward to use. The conventional 4 plumb wire method is a workable method; however, it is very time-consuming, both in setup and in the execution of data gathering. It also requires a lot of user training because of its abstract methods and calculations.
The recognition of these deficiencies, along with the advent of more modern sensor technologies, led to the conception of this invention.
A purpose of this invention is to align a vertical shaft's axis or center of rotation with the earth's gravitational pull (i.e., to plumb the shaft) and to measure the shaft's throw (shaft run out) as the shaft is rotated. The invention was designed primarily to align the vertical generator/turbine shafts in hydroelectric units; however, it is fully capable of aligning vertical shafts in pumps and similar equipment. It is important to align a vertical shaft with the direction of to the earth's gravity in order to reduce and/or equalize the bearing load and thus, to reduce the wear on the equipment's bearings. Very close tolerances are strived for based on industry standards. A condition of excessive throw (shaft run out) can lead to reduced bearing life; therefore, it is advantageous to know this condition prior to returning the equipment to service so that corrective action can be taken.
The present vertical shaft alignment tool invention is the result of a determination to invent a quicker and more user-friendly method and tool for aligning vertical shafts. For any vertical shaft alignment tool and method to successfully take the place of the standard 4 plumb wire method, these would have to be performed:
1. Initially measure plumb at one position without rotating the shaft.
2. Measure the plumb of the center of rotation of the shaft as it is rotated.
3. Measure throw (run out) of the shaft as it is turned.
4. Measure the shaft kink and coupling offset.
5. Provide a method of adjusting the thrust bearing shoes to tilt the shaft toward the plumb position without changing the thrust loading on the shoes.
6. Provide easier and faster use.
The vertical shaft alignment tool meets all of these requirements, using supportive technologies that have only recently become available, such as electronic digital inclinometers, proximity sensors and micro computers. An inclinometer is a device that measures inclination or deviation from plumb; whereas, a proximity sensor is a device which measures distances from itself to an object, such as a shaft. Digital inclinometers, such as the Wyler AG Zerotronic inclinometer, used in the vertical shaft alignment tool invention, provide more accurate plumb measurements than the 4 plumb wire method and are less subject to vibration and error. These advanced inclinometers have been available for only the past couple of years. Therefore, the vertical shaft alignment tool is based on the very latest technology.
Plumbing of vertical shafts was made possible through the vertical shaft alignment tool due to this tool's unique design of mounting the inclinometers on the shaft, and the methodology of performing the calculations in determining deviation from plumb. Shaft rotational throw (run out) is obtained through the proximity sensor measurements from a stationary point relative to the shaft movement. The vertical shaft alignment tool's unique methodology performs these calculations while factoring out any horizontal movement or skate which can occur due to movement of the shaft in the clearances of the radial guide bearings as the shaft is rotated. The vertical shaft alignment tool is able to use any type of proximity sensor, such as, eddy current (currently used), capacitive, inductive, laser, or mechanical (like common mechanical dial indicators).
The advantages of this vertical shaft alignment tool are:
The system allows for faster alignments, setup and execution;
There are no plumb wires to install, which is time consuming and the wires are prone to kinking, leading to errors;
Removes potential for oil spills and environmental problems since the required wires and oil dampers are not used;
Allows for instantaneous viewing of alignment changes from the inclinometers and proximity sensors, unlike the 4 plumb wire method which requires the wire distances to be measured again; and
Measurements are taken as the shaft is rotated, directly giving the plumb of the center of rotation, unlike the 4 plumb wire method which requires graphing of the results.
It is therefore an object of this invention to provide an alignment system that provides precise plumb inclination alignment of a vertical shaft.
It is another object of the invention to plumb a shaft in a static single position by taking readings from inclinometers, attached to the shaft surfaces, without rotating the shaft.
It is another object of the invention to plumb the virtual centerline of a shaft's rotational throw circle (run out), with inclinometers attached to the shaft surface, by rotating the shaft.
It is another object of the invention to measure the diameter of the shaft's throw circle (run out) by use of proximity probes or other displacement measuring devices, as the shaft is rotated.
It is another object of the invention to measure a shaft's straightness or kink and centerline deviations or coupling offset by use of proximity probes or other displacement measuring devices, during rotation of the shaft.
It is another object of the invention to measure a shaft's straightness or kink by use of inclinometers attached to the shaft surface, without rotating the shaft.
It is another object of this invention is to provide an alignment system that is simple to use, is portable, and provides an accurate vertical shaft alignment according to accepted industry standards.
In general, the invention provides an apparatus and a method for aligning a vertical shaft or multiple axially coupled vertical shafts in a hydroelectric turbine generator or similar vertical shafting system. It also provides a precise plumb inclination alignment of a vertical rotating shaft, as defined in a static single position, and plumb of the virtual centerline of the shaft's rotational throw position.
More particularly, the present invention provides an improved apparatus and method for aligning vertical shafts to the plumb position, relative to the prior art, such as the 4 plumb wire apparatus and method. The improved apparatus comprises precision inclinometers attached to the vertical shaft to measure the plumb inclination; proximity probe devices mounted externally of the vertical shaft to measure radial movement or throw (run out) at various shaft elevations as the shaft is rotated; data acquisition devices and communication devices used to accumulate and transmit alignment data; and a micro-computer used to receive and process such data. The improved alignment methods consist of a method of placing the inclinometers on the vertical shaft to measure plumb inclination at one static position; a method of placing inclinometers on vertical shaft and rotating the shaft to measure the plumb inclination of the shaft's centerline of throw circle (run out); a method of measuring the diameter of the shaft's throw circle (run out) as the shaft is turned; a method of measuring the shaft coupling kink or straightness with inclinometers; a method of measuring shaft coupling kink (straightness) and coupling offset with proximity probes; and a method of correcting a shaft's deviation from plumb by adjusting the thrust bearing shoe elevations or thrust bearing support structure.
Other objects, advantages and features of the present invention will be apparent to those skilled in the art from the following detailed description when read in conjunction with the drawings and appended claims.
A complete understanding of the present invention may be obtained by reference to the accompanying drawings, when considered in conjunction with the subsequent, detailed description, in which:
a) and (b) are perspective views of the vertical shaft alignment equipment.
a) is an assembled view of an inclinometer assembly
b) is an exploded view of an inclinometer assembly.
a), 6(b) and 6(c) are perspective views of an inclinometer arrangement.
a) is an assembled view of a proximity probe assembly.
b) is an exploded view of a proximity probe assembly.
a) is a perspective view of a shaft coupling kink.
b) is a perspective view of a shaft coupling offset.
For purposes of clarity and brevity, like elements and components will bear the same designations and numbering throughout the FIGURES.
a) and 1(b) are overall perspective views of the vertical shaft alignment tool 10 as assembled on a vertical rotating shaft of a shaft 20, which is comprised of two shaft sections (lower and upper) 40, 50 coupled together. A turbine runner 15 (
The sensors which measure the plumb inclination of the shaft 20 are shown in
The sensors which measure the radial position of the shaft, relative to the stationary support structure, are shown in
The measurement readings from the proximity probe assemblies 531 from elevation 1 (212) and elevation 2 (192) are read by analog-to-digital data acquisition equipment shown as the upper data acquisition box 320 (see
The measurement readings from the proximity probe assemblies from elevation 3 (172) and elevation 4 (152) are read by analog-to-digital data acquisition equipment shown as the lower data acquisition box 340 in
Measurement of the plumb inclination of the upper portion 50 of the shaft 20 is read from the upper x-axis inclinometer 130 and upper y-axis inclinometer 140, and is transmitted by way of upper radio box y-cable 390 to the upper radio transmitter 370 (
Measurement of the plumb inclination of the lower portion 40 of the shaft 20 is read from the lower x-axis inclinometer 110 and lower y-axis inclinometer 120 and transmitted by way of lower radio box y cable 380 to the lower radio transmitter 360 (
The wireless transmission of inclinometer data to the micro computer is advantageous to avoid any problems associated with handling cabling as the shaft is rotated.
The upper data acquisition box 320 is connected to the lower data acquisition box 340 and the micro computer 350 via network cable 310 and data acquisition transmit cable 430 on the RS-485 network. These cables can be replaced with wireless technologies, such as those manufactured by Advantech Corporation, ADAM module series, wireless Ethernet, or equal.
a) shows an assembled view of an inclinometer assembly 499.
The inclinometer assembly 499 is attached to a magnetic shaft 20 by way of the inclinometer mount magnet 452 which is engaged with, and disengaged from, the shaft 20 by way of a threaded knob 458 which engages into a mating threaded hole in the inclinometer mount magnet 452. The spring 470 supplies tension to the knob 458 and provides stability. The magnet dowel 490 on the side of the inclinometer mount magnet 452 and mating slot 491 in the inclinometer base 450 prevents rotation of the inclinometer mount magnet 452 as it is actuated. The knob 458 on the inclinometer mount magnet 452 assembly is supported by the base extension 454, attached to the inclinometer base 450 by the base extension screws 466, and the knob plate 456 which is attached to the base extension 454 by the knob plate screws 464.
Handles 462 are attached to the top and bottom of the inclinometer base 450 in order to handle the inclinometer assembly 499 and to protect the inclinometer module 460. The handles are attached to the inclinometer base 450 by the handle screws 478. A bubble level 474 is attached to the bottom of the base extension 454 by way of level screws 476. The bubble level 474 is used to level the inclinometer assembly 499 about the center axis passing through the inclinometer module 460 and perpendicular to the inclinometer base 450. Spring plungers 472 are screwed into equally spaced threaded holes in the inclinometer base 450 and are used to stabilize the inclinometer assembly 499 when attached to the shaft 20 by preventing side to side rocking motion.
a), 6(b) and 6(c) show perspective views of the arrangement of the inclinometer assembly 499 connection to the shaft 20 as viewed from above looking down and from the side relative to plumb. The inclinometer module 460 is attached to the inclinometer base 450 which is attached to the shaft 20 as shown in
a) and 7(b) illustrate a proximity probe assembly 531. This assembly allows for multiple degrees of freedom of movement to facilitate the setup of the proximity sensor 500 relative to the shaft 20 when the assembly is attached to a stationary surface near the shaft. The proximity probe assembly 531 is attached to a stationary surface near the shaft 20 by the proximity probe magnet 508 which is attached to the proximity probe magnet base 506 by the magnet screw 528. The proximity probe magnet base 506 is attached to one end of the extension bracket 504 which can swivel about the base screw 526 and is locked by the magnet base knob 514. The extension bracket 504 can be moved about its longitudinal axis relative to the proximity probe magnet base 506 by way of a slot that accommodates the base screw 526. A slot is shown in the top portion of the extension bracket 504 but, another slot (not shown) also exists in the other leg of the bracket. Either of the two slots may be used to facilitate setup.
The tilting bracket 516 is attached to the other end of the extension bracket 504 and can be swiveled about the threaded tilting angle knob 510. The tilting angle knob 510 can be threaded and locked into a threaded hole in the extension bracket 504. The micrometer slide 502 is attached to the tilting bracket 516 by the micrometer slide screws 530. The micrometer slide 502 is a precision micrometer type micrometer slide that is capable of incrementing by 0.001 inch, such as the model 450 micrometer slide as manufactured by the Del-tron Corporation. This allows for precise movements of the proximity sensor 500 and facilitates its setup.
The proximity sensor 500, such as model PA222 as manufactured by the Electro Corporation, is mounted in the proximity probe mount 512 by sensor nuts 520, and the mount is connected to the micrometer slide 502 by the proximity probe mount screws 522. The setup of the proximity probe assembly 531 is accomplished by magnetically mounting the assembly near the shaft 20 and adjusting the multiple adjustment points such that the sensing end of the proximity sensor 500 is close to the shaft 20. Fine adjustment of the gap between the end of the proximity sensor 500 and the shaft 20 is accomplished by adjusting of the micrometer slide 502.
In the initial plumb method, inclinometer A is mounted at the 270 degree position on the shaft 20, and inclinometer B is mounted at the 180 degree position on the shaft 20. Measurement of the plumb inclination is read from both inclinometers and recorded respectively as A270 and B180. This is shown as the first static plumb reading 610 in
Initial plumb is calculated by the following equation for the two axes, x and y: x equation, (B0−B180)/2=out of plumb inclination P1; y equation, (A90−A270)/2=out of plumb inclination P2. From this rectangular (x,y) measurement the overall polar or vector notation can be calculated by accepted mathematical methods to describe the plumb inclination of the shaft 20 by a magnitude and angle relative to a fixed position. Measurement of the plumb inclination is typically read in inches per foot of slope; however, other angular measurement units can be used. When using a Wyler AG Zerotronic inclinometer, a positive inclination indicates the bottom of the shaft is toward the 0 or 90 degree positions, as defined by the second static plumb reading 620 in
As long as the inclinometers are not disturbed from their last position as defined in the second static plumb reading 620 in
The rotational plumb method is the more accurate of the two inclinometer methods of measuring plumb inclination since the inclinometers remain fixed at one position of the shaft 20 (not moved relative to shaft) and the plumb inclination is measured relative to the center of rotation of the shaft 20, as it would normally operate. The rotational plumb method consists of setting inclinometer assemblies 499 B and A, 90 degrees apart on the shaft 20, at one elevation on the shaft 20 and reading the inclinometer's inclination at 4 equally spaced shaft positions by rotating the shaft 20. The shaft 20 is rotated in 90 degree increments, stopped at each increment, and the inclinometer assemblies 499 B and A are read.
The start position is referred to as the rotational plumb reading 0 degree position 630, with inclinometer B attached to the 0 degree position and inclinometer A attached to the 90 degree position. Measurement of the plumb inclination, such as in inches per foot, is recorded as B0 and A90 for the B and A inclinometers, respectively. Without moving or disturbing the inclinometers, the shaft 20 is rotated 90 degrees to the next position referred to as the rotational plumb reading 90 degree position 640. Measurement of the plumb inclination is recorded as B90 and A180 for the B and A inclinometers respectively. Without moving or disturbing the inclinometers, the shaft is rotated 90 degrees to the next position, referred to as the rotational plumb reading 180 degree position 650. Measurement of the plumb inclination is recorded as B180 and A270 for the B and A inclinometers respectively. Without moving or disturbing the inclinometers, the shaft 20 is rotated 90 degrees to the next position, referred to as the rotational plumb reading 270 degree position 660. Measurement of the plumb inclination is recorded as B270 and A0 for the B and A inclinometers, respectively. Without moving or disturbing the inclinometers, the shaft is rotated 90 degrees to the next position referred to as the rotational plumb reading 0 degree position 630, or the original starting point. Measurement of the plumb inclination is recorded as B360 and A450 for the B and A inclinometers, respectively.
By using two inclinometers spaced at 90 degrees and taking readings at four equally spaced rotational positions, the plumb inclination of the shaft's center of rotation can be calculated twice; once from the 0 to 180 degree rotation and again from the 90 to 270 degree rotation. Plumb inclination of a shaft's center of rotation can be calculated for the x-axis by the equation (B0−B180)/2=out of plumb P1, and for the y-axis by the equation (A90−A270)/2=out of plumb P2, by using the 0 to 180 degree rotational readings. Plumb inclination can be calculated again for the x-axis by the equation (A0−A180)/2=out of plumb P1, and for the y-axis by the equation (B90−B270)/2=out of plumb P2, by using the 90 to 270 degree rotational readings.
In both cases above, P1 (from 0–180 degrees) should equal P1 (from 90–270 degrees), and P2 (from 0–180 degrees) should equal P2 (from 90–270 degrees). If they do not match, the turbine runner, shaft 20, or other rotating part could have contacted a stationary point as the shaft 20 was rotated. This method acts as a check to detect problems in the rotation of shaft 20. From this rectangular (x,y) measurement the overall polar or vector notation can be calculated by accepted mathematical methods to describe the plumb inclination of the shaft 20 by a magnitude and angle relative to a fixed position.
As long as the inclinometers are not disturbed from their last position, as defined in the rotational plumb reading 0 degree position 630 in
In the inclinometer method, unitized (i.e., inches per foot of slope) shaft throw (run out), can be calculated by comparing the plumb inclination of the normal shaft centerline 60 to the plumb inclination at one position on the shaft centerline throw circle 66. As an example, comparing the plumb inclination of the normal shaft centerline 60 to the shaft centerline 0 degree position 62, as shown in
In the proximity probe method, proximity sensors are used to measure shaft 20 movements relative to a fixed point as the shaft is rotated. The shaft centerline throw circle 66 magnitude is measured by mounting multiple sets of two proximity sensors 500 at different elevations relative to the shaft 20 but sharing the same vertical planes. Proximity sensors 500 are mounted on the x-axis at the 0 degree position and on the y-axis at the 90 degree position, as shown in
The top set of x and y proximity sensor 500 displacement readings at elevation 1 (212) are subtracted from the corresponding x and y readings at elevation 2 (192), elevation 3 (172), and elevation 4 (152) in order to subtract out any skate or radial movement that might occur as the shaft 20 is rotated and possibly moved in the radial guide bearing clearance. This yields the net radial shaft 20 displacement (run out) at each elevation and is shown in
The actual shaft centerline throw circle diameter 66 at each elevation is calculated from the four rotational position readings (rotational positions 0, 90, 180, and 270 degrees) by choosing three of the four points to pass a circle through. Commonly available mathematical methods are used to calculate the diameter of a circle passing through these three points, yielding the shaft centerline throw circle 66 magnitude, or the same can be accomplished by standard graphical or plotting methods. By subtracting the center x and y coordinates of this calculated circle from the proximity sensor 500 displacement readings at the last rotational position and converting results to polar or vector notation, the magnitude of the shaft centerline throw circle 66 vector, and the directional angle the bottom of the shaft 20 is pointing to can be found at each of the four elevations. The shaft centerline throw circle 66 calculated for the each of the different elevations allows for the calculation of shaft 20 straightness, shaft kink 402, and shaft coupling offset 404 as shown in
a) and 12(b) are perspective views of the shaft kink 402 and the coupling offset 404 conditions. Shaft kink 402 (dogleg) is a condition in which a shaft 20 is bent or in which two coupled shafts do not share axes on parallel planes. The vertical shaft alignment tool can measure shaft kink 402 by two different methods.
The first method of measuring kink is to measure the plumb deviation of the shaft 20 at different elevations by using the static plumb method as shown in
The second method of measuring kink is by using the shaft centerline throw circle 66 vectors as calculated above regarding the proximity probe method of measuring the shaft centerline throw circle 66 at different elevations. Shaft kink 402 is calculated by comparing the difference in the shaft centerline throw circle 66 vectors from elevation 1 (212) to elevation 2 (192) with the difference from elevation 3 (172) to elevation 4 (152). Differences are divided by distances (i.e., feet) from elevation 1 (212) to elevation 2 (192) and elevation 3 (172) to elevation 4 (152), respectively, yielding unitized (i.e., inches per foot of distance) shaft centerline throw circle 66 vector deviations for each section of shaft 20 (the section above the shaft coupling 400 versus the section below the shaft coupling 400). A straight (non-kinked) shaft 20 would exhibit the same unitized shaft centerline throw circle 66 vector magnitude, in the same direction (in phase), for each section of shaft 20. The difference between the unitized shaft centerline throw circle 66 vector magnitudes is the amount of kink 403 existing between those shaft sections. The direction of the kink 403 can be found be analyzing the shaft centerline throw circle 66 vector angles.
Shaft coupling offset 404 is a condition in which two coupled shaft's axes do not share the same normal shaft centerline 60 or are not concentric as shown in
The vertical shaft alignment tool 10 uses a vector analysis method to calculate the individual thrust bearing shoe elevational changes to move or swing the shaft 20 to the corrected plumb inclination position. In this method the x and y components of plumb inclination, as calculated above relative to
RV=SQRT(x^2+y^2). (1)
The angle of the plumb inclination vector (degrees) is referred to as variable ANG and is calculated by the equation
ANG=tan−1(x/y) (in degrees). (2)
In
SM=−1(RV*(R/12))*(COS((SA−ANG)). (3)
A positive result would move the thrust bearing shoe up, and a negative result would move the thrust bearing shoe down.
As an example, for a 8 shoe thrust bearing, suppose the shaft 20 inclination was measured to be 0.001 inch per foot out of plumb toward the 67.6 degrees position. Using the standard Cartesian coordinate system, as shown in
SM (shoe 91)=−1(0.001*(30/12))*(COS(22.5−67.5))=−0.0018 INCH
For the other seven shoes, the SM values are calculated by inputting their respective angular positions, SA, as follows:
SM (shoe 92)=−1(0.001*(30/12))*(COS(67.5−67.5))=−0.0025 INCH
SM (shoe 93)=−1(0.001*(30/12))*(COS(112.5−67.5))=−0.0018 INCH
SM (shoe 94)=−1(0.001*(30/12))*(COS(157.5−67.5))=0.0000 INCH
SM (shoe 95)=−1(0.001*(30/12))*(COS(202.5−67.5))=+0.0018 INCH
SM (shoe 96)=−1(0.001*(30/12))*(COS(247.5−67.5))=+0.0025 INCH
SM (shoe 97)=−1(0.001*(30/12))*(COS(292.5−67.5))=+0.0018 INCH
SM (shoe 98)=−1(0.001*(30/12))*(COS(337.5−67.5))=0.0000 INCH
Assuming all thrust shoes are loaded equally, then, the shoe movements (SM) are implemented, the shaft 20 will move or swing to the plumb position. Shaft plumbing corrections, and corresponding shoe movements SM, for a thrust bearing with shoe numbers different from 8 shoes, can be calculated using the same method and equation but with appropriate shoe offset angle SA.
The same method can be applied to shafting systems which have fixed, non-adjustable thrust bearing assemblies 90 (such as spring-loaded thrust bearings) by calculating elevational changes (shim changes would equal shoe movements SM) applied to the thrust supports under the stationary surrounding structure supporting the thrust bearing assembly.
While specific embodiments of the invention have been illustrated and described herein, it is realized that numerous modifications and changes will occur to those skilled in the art. It is therefore to be understood that the appended claims are intended to cover all such modifications and changes as fall within the true spirit and scope of the invention.
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Number | Date | Country | |
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20060112577 A1 | Jun 2006 | US |