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Shaft Alignment Checklist

...................................................................... Equipment: Fixed Machine: ............................................................ Movable Machine: ....................................................... Alignment Method: ..................................................... Alignment Tolerances: ............................................... Pre-Alignment Checks: - Foundation cured ..................................................... - Mounting plates installed ........................................ - Equipment installed and centered ......................... - Couplings/hubs within tolerance ........................... - Initial alignment approved ...................................... - Grouting completed ................................................. - Tools and fixtures on hand ..................................... - Sag measurements recorded .................................. - Torque requirements recorded .............................. - Lifting equipment available ....................................

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132 views5 pages

Shaft Alignment Checklist

...................................................................... Equipment: Fixed Machine: ............................................................ Movable Machine: ....................................................... Alignment Method: ..................................................... Alignment Tolerances: ............................................... Pre-Alignment Checks: - Foundation cured ..................................................... - Mounting plates installed ........................................ - Equipment installed and centered ......................... - Couplings/hubs within tolerance ........................... - Initial alignment approved ...................................... - Grouting completed ................................................. - Tools and fixtures on hand ..................................... - Sag measurements recorded .................................. - Torque requirements recorded .............................. - Lifting equipment available ....................................

Uploaded by

Joel Cielto
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Machinery Installation Shaft Alignment Checklist

Requirements Name Date

Pre-alignment

Pre-alignment meeting held.

Foundation cured and mounting plate installed.

Equipment installed and fixed machine centered on holes.

Coupling hubs runout rim and face readings are 0.05 mm (0.002 in.) or the manufacturer’s
requirement, whichever is less.
--`,``,`,,,`,,`,,```,```,,,,,`,`-`-`,,`,,`,`,,`---

Initial alignment made and approved by user’s representative.

Grout installed.

Fixtures and tools on hand. Record sag measurements at clock positions.

Torque requirements for the hold-down bolts .

Equipment available to lift the movable machine and move it in the horizontal and axial
directions.

The washers are thick enough at the hold-down bolts, and if not, obtain sufficiently thick
washer.

All piping is disconnected.

Fixed and moveable machine shafts free to turn.

Pump seal locking devices disengaged.

Packing or blocking material removed.

Lubrication provided for bearings.

Drawings and datasheets available. With complete installation information, including; hub
draw, methods, hot/cold offset, and torques.

Alignment Tolerances

All piping is disconnected.

Fixed and movable machine shafts free to turn.

Movable and fixed machine rotors DBSE or coupling spacer gap length =
when set to running position.

Coupling spacer free length = .

DBSE or coupling spacer gap length corrected for thermal growth required =
and is within ±0.5 mm (±20 mils) of required DBSE or actual coupling spacer free
length for and flex couplings. For gear and elastomeric couplings, the requirement is ±1.00
mm (±40 mils).

7-16
Requirements Name Date

Maximum five shims under any support.

Shims series 300 stainless steel or better material, (not laminated) and flat to 1/1000 in. At
least 3 mm (0.125 in.) but not more than 12 mm (0.5 in.) under movable machine foot.
Not more than one 3 mm (0.125 in.) thick shim under any foot.

Shims and spacers are full bearing.

Bolts are not undercut.

Washers are not lock washers and do not yield when hold-down bolts are tightened.

Record the hold-down bolt size, acceptance of the minimum clearance, the required bolt
torque and any required “expansion gap” value (for movable feet).

Hold-down bolts tight to manufacturer’s/user’s instructions.

Soft-foot is not more than 0.05 mm (0.002 in.) at the hold-down bolt.

Sag of alignment fixture recorded and no more than 0.8 mm per m (0.8 mils per
in.).

Alignment within tolerance (see 5.4.6) before pipes and conduit attached.

Pipe strain checks made in accordance with procedure in Chapter 6.

Alignment within tolerance (see 5.4.6) after pipes and conduit attached. Actual datasheets
and alignment achieved attached or turned over to the equipment user (see 5.3.1 and
5.3.2). This must include both the raw data and the sag compensated data and both
clearly indicate orientation of the data to a common fixed reference/position.

Equipment Identification Number:

Alignment Inspector: Date:


Reverse Rim Dial Datasheet
Project Number:

Plant: Unit:

Movable: Item: Manufacturer:


Type: Serial No.:

Fixed: Item: Manufacturer:


Type: Serial No.:

Offset alignment

Movable machine

Fixed machine

Movable machine

Fixed machine
Alignment without piping installed
Indicator sag

Fixed machine

Movable machine

Alignment without piping installed


Indicator sag

Fixed machine

Movable machine

Shims Tabulation

Fixed IB Left Move. IB Left


Fixed IB Right Move. IB Right
Fixed OB Left Move. OB Left
Fixed OB Right Move. OB Right

NOTE: All shims are recorded looking to the fixed machine from the movable machine.

Technician: Date:
Job #:…………………………………………………………………
Technician: …………………………………………………………. Date: …………………………………………

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