Shaft Alignment Using Energy Efficiency Indicator

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Solution Overview

Problem

Current rotating machinery alignment processes are inefficient and prone to misalignment due to environmental changes during operation, such as thermal expansion and torsional forces, which can lead to premature wear and failure, and are heavily dependent on the experience level of alignment engineers.

Innovation Solution

A method using a computing device with energy efficiency indicator software to determine and calculate the percent energy loss between coupled shafts, incorporating data from monitoring devices to predict and optimize alignment, and adjust for operational conditions, thereby improving long-term reliability and reducing downtime.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If alignment is completed in non-operational state at ambient environment, then alignment process is simpler and can be completed when equipment is stationary, but alignment accuracy deteriorates due to thermal effects, torsional forces, and other operational variables not being accounted for

Engineering Contradiction:
Improvealignment process simplicityVSAvoidalignment accuracy
Core Design Contradiction:
Ease of operationVSMeasurement precision

Solution Approach 1:

The system performs preliminary alignment measurements in the non-operational state, then uses monitoring devices to track operational changes. This allows the alignment to be initially set when equipment is stationary and accessible, then refined based on actual operational data collected during running conditions.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

Monitoring devices continuously measure alignment parameters during operation and feed this data back to the system. This feedback loop enables the system to detect deviations caused by thermal expansion, torsional forces, and other operational effects, allowing for real-time or periodic adjustments to maintain optimal alignment.

Inventive Principle:
Principle #23Feedback

2Ease of manufacture

If traditional laser alignment methods are used, then alignment can be performed with standard equipment and procedures, but the process remains dependent on engineer experience and does not account for operational condition changes

Engineering Contradiction:
Improvealignment process standardizationVSAvoidalignment reliability under operational conditions
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The system enables self-monitoring and self-adjustment capabilities by equipping the machinery with integrated sensors and automated analysis. The machinery essentially monitors its own alignment status and provides data that can trigger automated or guided realignment actions, reducing dependence on continuous human intervention and expert judgment.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

Traditional manual alignment methods relying on engineer expertise are replaced with an automated electronic system using monitoring devices, sensors, and computational analysis. This substitution transforms alignment from a skill-dependent manual process to a data-driven automated system that objectively measures and responds to operational conditions.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Productivity

If alignment does not account for thermal expansion and operational forces, then alignment can be completed quickly without complex monitoring, but energy losses increase and component lifespan decreases

Engineering Contradiction:
Improvealignment process speedVSAvoidenergy loss from misalignment
Core Design Contradiction:
ProductivityVSLoss of energy

Solution Approach 1:

The system performs preliminary alignment to establish a baseline, then uses monitoring devices to detect operational deviations. This approach allows quick initial alignment without complex procedures, while the monitoring system subsequently identifies when thermal expansion or operational forces cause misalignment, enabling targeted corrections only when needed.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

Continuous monitoring of alignment parameters during operation provides feedback on actual alignment status under thermal and operational loads. This feedback enables the system to detect energy-loss-inducing misalignment conditions and trigger realignment actions, preventing chronic energy waste while maintaining overall process efficiency.

Inventive Principle:
Principle #23Feedback

Data Source

PatentEP3690422B1Method of assessing shaft alignment based on energy efficiency
Publication Date: 2023.03.15 AB SKF SKF PATENT DEPARTMENT
  • EP3690422B1 patent drawingFigure 1
  • EP3690422B1 patent drawingFigure 2
  • EP3690422B1 patent drawingFigure 3

AI summary

A method of determining and utilizing an Energy Efficiency Indicator, the method initiating with a step of determining a distal or angular offset between a pair of coupled shafts provided between adjacent rotating machines. The offset is correlated to energy efficiency between the pair of coupled shafts. Correlation is referred to as an Energy Efficiency Indicator (EEI). The Energy Efficiency Indicator (EEI) can be used to predict changes in alignment, changes in energy efficiency, and the like. Monitoring the coupled rotating machines and using the Energy Efficiency Indicator (EEI) can provide the operator with predictive information to enhance the reliability and extend the lifespan of the coupled rotating machines.