Basic Alignment and Balancing Course

This intensive 4-day course will provide attendees with the working knowledge to overcome the most damaging and highly prevalent problems in rotating machinery. This course combines theoretical and practical knowledge to enhance the troubleshooting skill and carrying out corrective tasks capabilities.

Why Balance?
All rotating components experience significant quality and performance improvements if balanced. Balancing is the process of minimizing vibration, noise and bearing wear of rotating bodies. It is accomplished by reducing the centrifugal forces by aligning the principal inertia axis with the geometric axis of rotation through the adding or removing of material.

Topics include:

  • Basic Theory and Definition
  • Symptoms & Causes of Unbalance
  • Types of Unbalance
  • Determination of Balancing Quality
  • Principles of Balancing
  • Single plane Balancing Procedure
  • Two plane Balancing
  • Balancing without phase four-run method

Why Align?
Understanding and practicing the fundamentals of shaft alignment is the first step in reducing unnecessary vibration, reducing maintenance costs, and increasing machine uptime. Misaligned rotating machinery has caused, and will continue to cause, a tremendous financial loss to every industry worldwide.

The premise of the course is to provide the students with the knowledge to accurately align any type of machinery in a variety of ways. There are advantages and disadvantages to each system and it is our responsibility to insure that the students are aware of the various techniques to measure and correct misalignment, in addition to helping them pick the best method to suit their individual needs and the needs of their company. We want to instill in each student the confidence that they have the knowledge and ability to do the job correctly.

Topics include:

  • Alignment methods and accuracies of each
  • Equipment installation “tips and pointers”
  • Soft foot condition and how to correct it
  • Coupling types and alignment requirements of each
  • Dial indicator method of alignment
    • Tool set up for dial indicator method
    • Bar sag calculations and offsets
    • Calculations for shim requirements and machine offsets


TSSI can also conduct a two-day intensive hands-on training, devoting only a few hours of classroom time in theory. With the training conducted on the actual machine and instrumentation to be used by the participants in operation, all stages of the process are addressed in detail. Participants are subjected to balancing exercises, using relevant rotor types expected to be balanced by the machine operator.