The In-Situ Balancing Process: What the Specialist Does On Your Equipment

In-situ balancing (balancing in the machine's own bearings, at the point of installation) is a modern method of removing imbalance without dismantling the equipment. The specialist comes to you with portable equipment and carries out all the work directly at your premises.

In this article we describe in detail exactly what the specialist does, what equipment is used and how the procedure runs. This will help you understand the process and prepare for the work.

Advantages of in-situ balancing:

  • Minimal equipment downtime (typically 2-4 hours)
  • No need to dismantle the rotor
  • Savings on transport costs
  • Balancing that accounts for the real installation conditions

Stage 1: Preparation and preliminary diagnostics

What the specialist does:

Equipment inspection:

  • Visual inspection of the rotor, housing and mountings
  • Checking access to the correction planes (where balance weights can be fitted)
  • Assessing the technical condition

Preliminary vibration diagnostics:

  • Measuring the overall vibration level
  • Establishing whether imbalance is the main cause of the vibration
  • Identifying related problems (misalignment, bearings, loose mountings)

Technical-condition check:

  • Condition of the bearings (no play, no overheating)
  • Fastening of the rotor and the unit to the foundation
  • Absence of cracks and deformation
💡 For the customer: Before the specialist arrives, it is worth cleaning dirt and deposits off the rotor. This speeds up the work — imbalance is often caused by exactly these caked-on deposits.

Stage 2: Installing the measuring equipment

What the specialist uses:

  • A portable vibration analyser (for example, the Balanset-1A) — a two-channel instrument for measuring vibration
  • Vibration sensors (2 off) — fitted to the bearing housings
  • A laser tachometer — measures the rotational speed and the phase of the vibration
  • A laptop with the calculation software
  • Trial weights of known mass
  • Tools for fitting correction weights (welder, drill, spanners)

Setup time: 15-30 minutes.

Stage 3: Measurement and calculations

Balancing is carried out using the influence-coefficient method (the 3-run method for two-plane balancing).

The procedure:

Measurement 1 (no weight):

  • The machine is run up to operating speed
  • The instrument measures the initial vibration and its phase
  • This data serves as the baseline for all the calculations

Measurement 2 (with a trial weight in plane 1):

  • The machine is stopped
  • The specialist fits a trial weight of known mass
  • The machine is run up again
  • The change in vibration is measured
  • The trial weight is removed

Duration of this stage: 1-2 hours (including 3 machine run-ups).

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Stage 4: Correcting the imbalance

Fitting the correction weights:

The specialist fits permanent weights at the calculated positions. The fixing methods depend on the rotor design:

  • Welding: Welding on small metal plates (the most reliable and durable method)
  • Bolted connection: Where threaded holes are available or can be drilled
  • Special clamps: For certain types of rotor
  • Removing material: Drilling holes on the "heavy" side (less preferred)

The weights are fitted precisely at the calculated positions. The accuracy of fitting is critical to the result.

Duration of this stage: 30-60 minutes.

Stage 5: Verification measurement and quality check

Checking the result:

  1. The machine is run up one final time
  2. The residual vibration is measured
  3. The specialist confirms that the vibration has fallen to acceptable values

Criteria for a successful balance:

  • Vibration has been reduced 5-10 times compared with the original value
  • The residual imbalance is within tolerance per ISO 21940
  • The vibration level is in zone A or B per ISO 10816
  • The machine runs smoothly, without shocks

Duration of this stage: 20-30 minutes.

What you receive after balancing

Documentation:

  • A balancing report stating:
    • The initial vibration level (before balancing)
    • The vibration level achieved (after balancing)
    • The correction masses fitted and their positions
    • Compliance with the ISO 21940 standards
  • Recommendations for further operation
  • A warranty on the work carried out (typically 3-6 months)

Total time for the work:

A full balancing cycle usually takes 2-4 hours, depending on the complexity of the equipment:

  • A small fan or pump: 2-3 hours
  • A large induced-draught fan or crusher: 3-4 hours
  • Complex equipment: up to one working day

Conclusion

In-situ balancing is a convenient, fast and cost-effective way of removing vibration from industrial equipment. The whole process, from the specialist arriving to you receiving the report, usually takes one working day — often just a few hours.

Benefits for the customer:

  • Minimal production downtime
  • Transparency of the process — you see every stage of the work
  • Written confirmation of quality (the report)
  • A warranty on the work carried out

Professional on-site balancing keeps your equipment in faultless condition without lengthy shutdowns or costly dismantling.

In-situ balancing

Instruments and services for balancing at the point of installation.

The Balanset-1A instrument

A portable instrument for in-situ balancing.

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In-situ balancing service

Specialists come to your premises with the equipment.

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