Dowelling is necessary?

Hi to all,

When should be performed dowelling after alignment of new machine?
After 2 hrs of no load operation,
After 1 week of Load Operation or else or no need to install dowell pins?

Mr. Sam, I am looking early response from your side.
Thnx.

Shahbaz Rao

Original Post
Good morning; how did you know I get up early;-D.

Doweling - or, not at all. I only like doweling if it is absolutely necessary to the specific machine that requires it which may not be every machine in the 'train' but only that specific machine.

Doweling is sometimes necessary for indexing. See attachment. But, if they won't index; why do you need them?

Note: for doweling - nice, neat, clean and consolidated shim pack or machined plate.

Doweling is to be done immediately after aligning per 'hot' data specs where required and always considered. Typically machines are designed adequately so that anchor bolts will maintain position without the need for doweling. How many feet does the machine have and how many need doweling? Machine design and configuration will determine. Usually only two feet will be doweled. Consider 'total' alignment as part of the process when aligning. Everything affecting the machine in question must conform to proper engineering, from foundation to piping. There should be no induced stress introduced into the machine.

How many times have you seen multiple dowel holes or holes so enlarged they are now fitted with a pin two sizes larger than original installation. Look at David G's post and read the paper that Rotate attached. It is good and gives insight to machine feet and multiple factors in setup and design.

I have aligned some fairly large units and have had the opportunity years later to check my alignment job. I have found that one should expect to be within a few mils (2-3) of original sitting. Note: these machines had no dowels. I will stress and reiterate; only use dowels if it is necessary.

Attachments

Hi sam,

As expected! Smiler
You are there to sort it out.
We have Coal mill main drive ( At cement Plant). ABB three phase Motor 5000kg weight, 986r/min speed, Elastic double disk coupling,given 2 drive-end feet dowelling holes. It is also recommended in ABB motor's manual to dowel . What u suggest further?
Axial spacing is critical. Alignment must be performed with this in mind to maintain air gap or axial position with the motor on magnetic center and driven in correct position as well.

The fixed unit must be fixed to maintain position, then the motor aligned to it. There is nothing like 'being there' to get a first-hand view. However, with this particular motor - what is the bolt size versus hole size for the anchor bolt? Or, how much lateral shift is allowed in this configuration? Why is there a consideration for dowel pins? How thick is the sole plate, but rather than me assuming a sole plate - what is the motor's foundation and is it J bolts or a sole plate with tapped holes, etc...... Off hand, I do not know this motor frame or pedestal; or? These things can have a bearing. But, general thought at present: I would not dowel. I would have to know more to have justification to dowel.

Maybe Rotate can chime in here. He's with a really good bunch of guys up there - long experience, high caliber work.

And you can provide a little more info on the motor. Sorry for not being more specific at this time. The only other back-of-mind thought is 'anchor bolt' having special extra thick washer/plate with lock washer on G-8 bolt.

Now; if you sit on a clean base free of soft-foot - expect one-shot alignment (11,000# motor). If your base does not have the motor sitting on it - shoot it in and eliminate soft-foot prior to sitting the motor. One must consider if the mass of the motor over comes its stiffness. Sitting the motor to proper elevation/same plane before mounting the motor simplifies the alignment process.
Good morning Gentleman,
Yes indeed, dowelling of large industrial motor on tough application is necessary. We do ours which are 2500HP-5000HP motors and dowels are cast into expoxy. Easy to remove and to cast. I had seen welded wedges on pillows block as well.
Why someone would take such risk on big machine. I don't think it is worthed.
Best regard
Sorry I missed this one Sam. I have been dealing with a big fish that doesn't want to jump into the pan.

I have dealt with very large motors and most of the manufacturers want them doweled. An most of them have been doing per Marcels procedure of using an epoxy system, which I happen to like. Easy to change if there is a problem. I think a lot of people think a dowel is to reposition the machine back to where it is suppose to be and the manufacturer wants to keep it there. That only works with gear boxes with a key way type of dowel that is machined the entire length of the baseplate (typicalloy under the pinion lengthwise) and it is design to guide the horizontal thermal growth. Maag does it the best. Dowels on most machines are designed the same way but for the purpose of forcing the case thermal growth one direction and the shaft thermal growth the opposite which gets back to what you stated about the axial position of shaft ends (very important).

Doweling, which seems simple is really rather complicated and should be approached on the type of machine(s) and the application of the various componets of the machine train. Sometimes doweling is the wrong thing to do.

I'm currently on the road. I have some papers on doweling. I will make an effort to post them when I get back.
Fwiw, it makes sense to me that large/critical motors should be doweled as precaution against unintended movement (*) which could disrupt alignment. (* not thermal growth type movement, but shifting within the slop of the hold-down bolt holes)

For the most part, our motors are not doweled. We have three cases at our plant where we have suspected change in alignment: two different vertical motors and one horizontal motor-generator set. In all three cases it was reported as-found alignment was significantly out-of-specification, even though machine had been aligned at some point in the past. In all cases I am relying on 2nd hand information (I don’t do/check alignments myself).

I am curious how many other people believe they have seen evidence alignment change of machine due to shifting. (I know we’ve discussed it before)

Hold-down bolts rely on normal force creating static friction to prevent movement. But all it takes is small movement to disturb alignment. There is continuous vibration present. There may be oil present from oil leaks which tends to reduce friction. During motor start there can be very large forces and torques. In vertical motor, the starting torque (up to breakdown torque) acts between the motor and the base. And it is in fact not unidirectional torque but has a very large oscillating component as well. Further, unusual power supply transients can impose very large momentary torques. Thermal growth may encourage shifts on the base for some machines, but I don't think it's a factor for most motors (any thoughts on that?)

A sampling of references below touch on different aspects and provide different guidance. One mentions doweling of small motors for convenience of re-establishing alignment after maintenance. Most focus on alignment shifts. I think for equipment that is expected to grow thermally (not motors), the inboard end of machine is doweled, and machine is expected to grow away from it. If machine is expected to grow thermally, should not dowel 2 diagonal points.


quote:

API 541-95 (Motors for Petrochem Applications) States:
2.4.2.11 The motor frame support or supports shall be
provided with two pilot holes for dowels. The holes shall be
as near the vertical as is possible and shall be located to provide
adequate space for field drilling, reaming, and placement
of dowels. Unless otherwise specified, only the
supports or mounting feet on the drive end of horizontal motors
shall be doweled. Vertical motors shall have a rabbeted
fit to the base and two dowels.



quote:

API 686 states:
5.9.2 With the exception of gearboxes (see 5.9.4), equipment
feet for general-purpose trains shall not be doweled unless
specified by the user.
5.9.3 Equipment shall be doweled by the equipment installer
in accordance with the instructions of the user’s designated
machinery representative. Dowels shall be installed
after final alignment. When operating temperature alignment
is to be done by the equipment installer, dowels shall be installed
after final alignment.
5.9.4 Gears shall be doweled after alignment. Unless
otherwise specified by the user or gear vendor, a gear shall
be doweled as close as possible to the vertical centerline
of the pinion. Dowels shall be installed after alignment
with the piping connected, but before the equipment train
is operated.




quote:


Electric Motors (Nailen) states:

Properly doweling any motor to its foundation
is equally imporlant. A stiff base and the correct
motor foot heights may be useless if the motor is
able to shift its position during service.

Doweling means securing the motor base to its
foundation by two or more cbse-fitting pins that
will prevent any relative slippage between the two
surfaces even if the holddown bolts become loose. .
Bolt-to-nut friction cannot be relied upon to remain
indefinitely at its initial value due to vibration.
Good maintenance practices will include
periodic checks on all bolt tightness but loosening
taking place between checks can cause damage.

The dowel itself is a straight or tapered pin, often
provided with a threaded end for extraction,
inserted in a drilled and reamed hole extending
through both the motor foot and the supporting
base. Unlike the hold-down or foundation bolts
themselves, the dowel is not a loose or clearance fit.
Thus, the motor footis not free to move sideways
as long as the dowel is in place.

At least two dowels per motor should be inserted: the motor would otherwise be free to rotate about a single dowel as an axle or hub.



quote:

Piotrowski Website: states:
As you have come to realize, shaft misalignment disguises itself very well on rotating machinery. It is possible to have slight, moderate, or even considerable misalignment present during operation and not be able to detect this condition, or at least its severity, using vibration analysis or other NDT methods. Knowing this, and understanding that equipment can and does shift its alignment condition, one comes to the conclusion that alignment should be check periodically to verify accurate long term alignment. I would recommend that alignment checks on new machinery be performed somewhere between 2000 and 4000 hours of operation (i.e. 3-6 months running 24 hours/day). A record of the final alignment should be compared to the as found alignment after this time period and if more that 1 mil/inch of misalignment occurred, that the unit be realigned. Allow another 2000 and 4000 hours of operation to elapse and check the alignment again. If more than 1 mil/inch of misalignment occurred again, I would recommend looking for causes to explain why the shifting is occurring such as: excessive piping strain, shifting of foundations or baseplates, excessive soft foot conditions, or off-line to running machinery movement. For equipment that has been in service for several years I would recommend that alignment be checked annually. If after several years, it is observed that equipment does not shift its position, then alignment (as well as other) checks could be made every 3-5 years. Successful long term alignment involves more than taking measurements with brackets and indicators or laser/detector systems and moving machinery. It requires a thorough understanding of foundations, machine case to baseplate interfaces, why flexible couplings should NOT be engaged during the alignment measurement process, movement of machinery from off-line to running conditions, piping, ductwork, or conduit stresses, and record keeping to track the progress of the machinery in a facility. For additional information, you may want to review the republished article entitled "Importance of Machinery Alignment Records" in the Technical Info section. Would you be interested in allowing us to post your question and this answer on our web site in the Technical Info section? If so, let us know. Best of luck and let us know what you find when you start checking the alignment of the equipment in your facility.


quote:

Baldor states:
http://www.baldor.com/download...ownloads/400-209.pdf
Integral Horsepower AC Induction Motors
Doweling & Bolting After proper alignment is verified, dowel pins should be inserted through the motor feet into the foundation. This will maintain the correct motor position should motor removal be required.




quote:

“Specifying Shaft Alignment” by Victor Wowk, P.E., Machine Dynamics, Inc. states:
Doweling of machines in place will not be done unless the installation instructions specifically require it.



quote:

Bloch’s “Practical Machinery Management for Process Plants”, Volume 1: states

The complete motor support structure-the understructure as well as the motor
baseplate-must be adequate to resist forces resulting from the weight and operation
of the system comprised of motor and driven machinery. The four motor attachment
points must be fastened to a flat, rigid, machined surface. The motor should be dowelled
as well as bolted; bolts alone are not always adequate to prevent lateral shifting.
electricpete provided
quote:
Gears shall be doweled after alignment. Unless otherwise specified by the user or gear vendor, a gear shall
be doweled as close as possible to the vertical centerline of the pinion.


In explanation the pinion is considered to be the more critical rotor as far as alignment since it is a higher rotating speed. The doweling is done directly under the pinion if physically possible.

John from PA
I certainly agree with Victor Wowk.

Piotrowski makes some statements I do not agree with however; alignment is not a PM function to be done every few months.

Alignment once done correctly will maintain its position. I've checked some machine 10+ yrs later after I've aligned them and they were still sitting at the same position.

Baldor's statement is not fully explained in the short paragraph and can be technically incorrect as presented.

Bloch's statement is one I would not advise using.

Doweling is not a substitute for poor maintenance practices.
I think if a machine overcomes the clamping of its holddown bolts the problem is almost certainly lack of torque or improper joint preparation. As far as I'm concerned the use of split lockwashers is prima facie improper joint preparation.

The exception >>might< be when sloppy design allows the almost irresistable forces of thermal expansion to be applied directly to the bolted interface.

Six 7/16" bolts on a 3.58 inch dia bolt circle tightened to 60 lb-ft are more than adequate to retain the flywheel on a 427 Chevrolet engine even when subjected to a teenager's shenanigans . it is not surprising, since the numbers say 8000 lb-ft clamping force contributed by each bolt on a ~1.8 inch radius would resist 1000s of lb-ft even if lubricated coefficients of friction are assumed.
And, each bolt in a clamped joint can be counted on to share the load, unlike multiple pins or dowels even with gorgeously precise machining.

Likewise The 6 clutch cover bolts out on a ~12" dia even casually torqued to a mere 35 lb-ft are just plain trouble free.

Dowels by themselves, like shaft keys are simply incapable of preventing motion and resisting alternating forces long term (or even short term).

Early Vws used 4 dowels in the flywheel to crank joint, and a single large bolt (called a gland nut) was heavilyt torqued to provide clamping. Hot rodders added 4 dowels, similar to Porsches of that vintage.
Any hiccup or slovenliness in the assembly would soon result in an expensive noisy tragedy like this.
http://www.aircooledtech.com/8..._crank/4-dowels2.jpg
Good thread. All good comments. I wonder if the OP thought there would be a simple answer.

It’s clear there is a difference of opinion among published industry experts, so not surprising that there are different opinions on the board. I am by no means claiming to know “the answer”. But that doesn’t stop me from trying to talk through it.

=====================
Thanks John for explaining why gears are doweled as near the high-speed pinion as possible.

======================
Sam – I think most would agree Piatrowski went over the deep edge in specifying periodic checks. But the important thing is that it seems he believes machines can change alignment state even when no change in conditions (temperature etc), which I believe is emerging as the central question in this thread.

======================
Dan - I always respect your comments. I have zero doubt you have a much better knowledge of mechanical stuff than me. I’d like to play Devil’s advocate and explore the opposite position (that movement can occur).

Attached is my analysis regarding the potential for a motor to move for one particular motor at our plant. I’d say it’s not conclusive, but gives you something to think about.

The motor is 800hp, 1800rpm vertical motor. It is held in place by four 1.25” 7 threads-per-inch bolts (no dowels, no boss fit).

Tab “photo” shows indeed the oil had penetrated between the motor and the stool during operation.

We torqued these hold-down bolts to 470 ft-lbf based on info provided by the OEM. There is potential to go much higher based on bolt strength, but we were a little bit leery of thread-stripping in the tapped female threads. Analysis of bolt torque is included in tab “bolttorqueworksheet (revisiting this 2 years later, I’m wondering if we could drill out those tapped holes and use longer bolts with nuts down below... not sure if there is enough room to put nuts below or not... anyway we are working with OEM configuration so it’s not unreasonable to presume others can have similar OEM configuration).

As shown in tab “comparison”, each of the bolts generates around 22,000 pounds of clamping force. When adding in motor and pump rotor weight, we get a total of approx 100,000 psi downward force.

If we select a friction factor 0.05 for lubricated steel, that gives approx 5,000 pounds resisting force.

Motor full-load torque is 2350 ft-lbf. Motor breakdown torque (applied accross this joint during start) is approx 250% of full-load, or 5882 ft-lbf. This corresponds to a force of approx 4,300 lbf acting at the bolt-circle radius of approx 1.3 foot. 4,300 lbf applied vs 5,000 psi resisting static friction. This is not a lot of margin, especially considering all the uncertainties:

#1 – friction factor is notoriously unpredictable
#2 – estimating bolt preload from torque in field conditions can be somewhat unpredictable
#3 – Influence of vibration over time (?)
#4 ** Torque from unusual electrical transients can approach 20 times full load torque (much more than the 2.5 times full load torque used in this analysis).

Let me talk about #4 some more. Transients in the electrical system can cause momentary torques from 10 – 20 times full load torque (4 to 8 times the 2.5*FLT analysed above). These transients include:
1 – momentary interruption and re-supply of power. This can occur as a result of break-before-make transferring among sources or as a result of trip/reclose of utility lines.
2 – fault on the bus which feeds the motor (turns the motor into a generator).

There have been at least 2 plants that experienced step-increase of RCP vibration after grid transient. The cause was found to be shifting of the flywheel due to transient torques.

You may say “Wait a minute: if the motor generates 10 – 20 times full load torque, that would break the shaft.” . But it is important to recognize that the torque is not transferred down the shaft, instead it goes primarily into accelerating the motor inertia. A quasi-static analysis gives:
Tshaft = Tpump + (Tmotor-Tpump) * Jpump/(Jmotor+Jpump)
Tpump is torque used by pump to pump fluid and will not change during transient (depends on speed, which does not change much). Jpump includes pump inertia plus some amount of water that is assumed to move with the pump. Typically Jpump<Jmotor and often Jpump << Jmotor, which means the majority of the torque is not transmitted through the coupling to the pump.


quote:
And, each bolt in a clamped joint can be counted on to share the load, unlike multiple pins or dowels even with gorgeously precise machining.

I’m not sure why you say that. If the bolts in a clamped joint were all right next to each other, I would say they share the load because they share the compression. But for holddown bolts spread out, tightening one does not compress the joint below the other very much. And why would dowel pins not share load? They do have the benefit of precise machining because the practice is to drill the hole in place once the machine is aligned. And there will be either a tight fit or a tapered pin so no slop. How does it not carry/share the shear load?

quote:
Dowels by themselves, like shaft keys are simply incapable of preventing motion and resisting alternating forces long term (or even short term).

No-one suggested to use them by themselves. They are a diverse/redundant means of accomplishing the same task. Diversity among redundant components tends to improve reliability because the components tend not to be susceptible to the same degradation/failure modes. For example cylindrical dowels should not be affected by vibration in the same way that bolted joint may be affected.

And to see the relative effectiveness of holddown bolts vs dowels, let’s look at holding power of 1.25” bolt vs 1.25” dowel. In the spreadsheet calculation, using the (low) torque that OEM specified, we came up with 22,000 pounds clamping force for this bolt. And let’s not use the lubricated minimum friction factor 0.05, let’s be more generous and give it credit for 0.2 friction factor. So this bolt with clamping force 22,000 can resist a shear-direction force of 22,000 * 0.2 = 4,400 pounds before the joint moves. Let’s compare that to the force required to shear a 1.25” dowel pin. Bolt tensile yield stress = 81,000. Assume bolt shear yield stress is 50% or 40,500 psi. Area is pi*1.25”^2 / 4 = 1.22 inch^2. Shear Force before yield is 1.22*40,500 = 49,400 pounds. In this particular case, one dowel pin can resist about 10 times the force of one hold-down bolt. (49,400 ~ 10*4,400). Now I’ll admit dowel pins are often made as a smaller diameter than holddown bolts, but if we are comparing effectiveness of one vs the other, comparing similar diameter seems like a fair comparison to me.


=====================
There are not a lot of times when we go in and check the as-found alignment after a period of time. Usually we do in and do maintenance and aligne afterwards. So there is not a lot of data available to judge this. I am curious: For people that check as-found alignments, what fraction of the time do you find movement occurs? (If the answer is as high as 10%, that might argue dowel is worthwhile on critical equipment imo).

====================
]SPREADSHEET ATTACHMENT MOVED TO NEW POST 10 October 2011 11:50 AM
I have checked behind myself as long as a 12 yr period after I initially set a machine (this specific machine is a 700 HP ID Fan).

I first set this machine after a vibration survey I performed and told the resident engineer it was out of alignment. He was shocked as he said he helped the millwrights with the machine and had the record and also said he had taught alignment at a metals plant prior to coming there. I explained what I thought might be the reason and he agreed and we scheduled an alignment during the next outage.

The machine was not where their record said. I knew the reason why but could not reconcile all the variables; only guess.

We set the machine according to my growth calculations. I checked the machine 2 yrs later and then 5 and then 12. It was within 3 mils of where I originally set it.

If all alignment factors are addressed so than no stress are introduced........... and I must add: anchor bolt holes are usually large in a motor to accommodate lateral shift requirement with time in mind. A flimsy washer is not meant for this application as it can 'cup' and become a cam acting nightmare plus allow loosening with loss of elasticity. If one will use a G5 or G8 bolt or corresponding stud bolt with H2 nut and a washer or machine your own 1/4" thick washers (max hole space possible + 10%) this will allow the anchor bolts to function as intended.

On the down-hill side (in-plant maintenance); originally the pump was installed on elevation and level without piping connect (I'm selecting this example). Alignment performed. Piping hooked up. If it was spring hangers - initially the alignment was done with the alignment pin in place in the hanger and once the unit was finalized with total alignment and piping set, the piping was charged and the alignment pin removed and/or adjusted if necessary. On future subsequent alignments this must or should be considered. Is your pump sitting dry and no liquid in the piping and you remove the power head for rebuild and send out the motor and now upon installation, you install the power head into the pump, and set the motor. You may have induced stress from "un-engineered setting" (my term as bad as it is). The piping will not be full of product/liquid and stress will be introduced into the pump distorting its housing which in turn will not allow the pump shaft to be sitting in it's 'natural' position. You will align to a misaligned condition at the git-go. This distortion may be a lot more than you think. There are a number of simple things that can be overlooked. This is ONE.
Most of the doweled machines I've seen have been "legacy" machines - older machines, perhaps of a generation or two ago. My perception has always been that these machines were doweled not to maintain alignment, but to allow reinstallation without realignment (this is what the Baldor statement is referring to).

In every instance, these doweled machines were way out of alignment, so either the dowels didn't work (to maintain alignment), or the original alignment was way out (more likely). Regardless, "redoweling" was not practical, or necessary in my opinion.

My opinion is for the vast majority of machines (80%+) doweling is not necessary or desirable. I think it was common because alignment was not as easy then as it usually is now. Doweling was often just a shortcut.
fwiw, it is clear that from the discussion of Bloch and Nailen that the reason they are recommending doweling (whether they’re right or wrong) is to prevent movement due to slipping under the hold-down bolt heads (not for convenience of getting the machine back into the same position later on).

quote:
electricpete wrote:
We have three cases at our plant where we have suspected change in alignment: two different vertical motors and one horizontal motor-generator set. In all three cases it was reported as-found alignment was significantly out-of-specification, even though machine had been aligned at some point in the past. In all cases I am relying on 2nd hand information (I don’t do/check alignments myself).

The horizontal machine that seemed to change alignment is this one:
http://maintenanceforums.com/e...=945109374#945109374
As mentioned in that thread (13 November 2009 09:21 PM), there are cracks in the foundation, so relative movement of the foundation is perhaps another plausible explanation for changes in alignment for that machine that have nothing to do with slipping under holddown bolts, and would not be corrected by doweling.

So it leaves the vertical pumps/motors. It is logical to me that (outside of thermal considerations) there is a bigger potential for movement in vertical motors, because the high starting and transient torques act directly in a direction to twist the motor on it’s base. (this applies not just to motor hold-down bolt joint, but all separable joints below the motor).
I love your spreadsheet El Pete - it has a 'nut' factor on it: sorry, couldn't help myself ;-D Someone like me; that's a good start - get the nut factor out of the way.

Very good sheet. Verticals often have a rabbet fit that really isn't exacting and allow maybe 10 mil slop. This can be bad and the use of a dowel will improve and make indexing possible. Care must be taken though.

Never assume rabbet fits are good. I have seen two really bad ones: 1.) 0.087" off and 2.) 0.127"
quote:
quote:
And, each bolt in a clamped joint can be counted on to share the load, unlike multiple pins or dowels even with gorgeously precise machining.

I’m not sure why you say that. If the bolts in a clamped joint were all right next to each other, I would say they share the load because they share the compression. But for holddown bolts spread out, tightening one does not compress the joint below the other very much. And why would dowel pins not share load? They do have the benefit of precise machining because the practice is to drill the hole in place once the machine is aligned. And there will be either a tight fit or a tapered pin so no slop. How does it not carry/share the shear load?


==========================

that reference was for Each of the bolts in a well proportioned bolted flange resisting torque via The friction from clamping. Tighten the bolts, and they all are ready to go, each with it's full friction ready to resist ANY motion to the best of its availability. Equivalent to a Face mounted motor resisting torque. I've seen a few of their calcs, and it is common to get all nervous and focused on bolt shear strength, like many bolted joints calculation examples in books and online. Those calcs may have relevance when deciding how many nails or screws to hang kitchen cabinets, but don't begin to consider what goes on every day in each of a power train's assembled joints. Yes, we can't have bolts shearing off, but nearly all the broken stuff I've ever seen attached to rotating machinery failed from fatigue, which just take a several thousand wiggles producing stress below ( sometimes WAY below) Ultimate tensile or even yield stress.

Design estimates for calculating load sharing of fitted features (keys, splines) even fitted at assembly (dowels in reamed holes) rarely exceed 50% of the array. The dowels in an old VW or Porsche crank are tight in the crank, and snug in the flywheel. Yet, if the clamping gland nut is not TIGHT, and remains TIGHT, normal operation is more than enough to allow the Rockwell 60 steel dowel pins to beat up and deform the softer hole edges in the steel crank and flywheel. For all the dowels to share the load some must bend/bow/deform and that requires motion at the mating faces. With ANY motion, soon torque variations and reversals will cause fretting wear, and looseness, so the torque variations can build up some speed and gleefully hammer their way to a big noisy expensive mess.

I'd be on board with philosophical doweling a component for alignment at re-assembly. (I'd still insist on a straight edge and gap check during the midnight Christmas installation).

I just think counting on dowels (or jack bolts) to restrain a motor, etc first from working loose, and then going on a rampage is a sad misplaced hope. Far better for me, or a manufacturer's designers to spend the time making Sam-grade washers, and confirming the base is substantial and proper for the normal and paranormal tasks it must endure.


Modern era - fool proof for any power level or application
ferrari crank - 8 bolts - 1 dowel for indexing
http://www.toda-europe.com/cat...20FERRARI%20F355.png

Subaru crank - 8 bolts
http://www.tdi-plc.com/catalog...-%20Iso%20Finish.jpg

Top fuel clutch/crank - 8 bolts, no dowels
http://www.racecarparts.com/images/trans3.jpg

BMW V8 crank - 9 bolts no dowels
http://cgi.ebay.com/ebaymotors...c840db4#ht_873wt_940

Previous pictures show the VW dowel plus some clamping method that could be problematic in a stock engine if not meticulously installed, and proved inadequate for raised power levels and abuse.

model T Ford - 4 bolts and 2 generous dowels mass production fit - I think the bolts are what made it work
http://www.mtfca.com/discus/messages/50893/74709.jpg
quote:
Design estimates for calculating load sharing of fitted features (keys, splines) even fitted at assembly (dowels in reamed holes) rarely exceed 50% of the array

I can buy that. Load sharing is a tricky affair as you say. But how is load sharing among dowels any different than load sharing among bolted joints located at remote corners of the machine from each other? Unless if I read between the lines you’re suggesting that those bolted joints may slip to accomodate load sharing ?

(and by the way I realize slip is desirable in some cases, but if there is an expectation that bolted joint will slip, then I just wanted to clarify that point)

===============
Edited to add - there is also the geometry factor discussed before. If bolts are close together, then the clamping action is shared. But if bolts are far apart (picture large horizontal motor holddown bolts), tightening one bolt does not significantly increase joint compression at location of another bolt. They are in effect separate joints.
quote:
Originally posted by Dan Timberlake:
I've seen a few of their calcs, and it is common to get all nervous and focused on bolt shear strength, like many bolted joints calculation examples in books and online. Those calcs may have relevance when deciding how many nails or screws to hang kitchen cabinets, but don't begin to consider what goes on every day in each of a power train's assembled joints. Yes, we can't have bolts shearing off, but nearly all the broken stuff I've ever seen attached to rotating machinery failed from fatigue, which just take a several thousand wiggles producing stress below ( sometimes WAY below) Ultimate tensile or even yield stress.

I'm not sure whose calcs your are pointing to ("their calcs"). But the "Compare" tab of the spreadsheet that I posted did not discuss shear strength of the bolts or shear failure of the bolts... it discussed clamping force and resulting maximum static friction force at bolt radius, and compared it to expected electrical torques expressed as force at bolt radius. When the latter exceeds the former, movement can occur. The term "shear force" on the joint is a way of describing the direction of the force, but that does not mean the result is bolt shear failure. I have not said anything about bolt shear failure in this entire thread. If your comments are response to mine, I believe you misunderstood what I wrote.
Hi Pete,

No offense intended!

My references to "them" were a manufacturer of electric hybrid vehicles, some NAVSEA stuff, some high level marine drive componentry by Northrupp Grumman, FALK power transmission (couplings), and an established manufacturer of big electric motors that provided some 1000 HP motors for a PA fan, and later made a stator for a 50,000 HP prototype motor.

"Their" preoccupation with calculating using bolt ultimate strength, either tensile or shear, just struck (and strikes) me as more convenient than realistic, kind of like looking for my lost carkeys under the streetlight, rather than where I probably dropped them.
The ONLY broken bolts I recall seeing (other than massive overtorque at installation) were the result of operating after loosening, and the loosening seemed strongly related to installation or design deficiencies. Most recently several dozen 1-3/8 inch ~grade 8 bolts retaining the ends on a 14 foot diameter 17 foot long "roll".
quote:
there is a bigger potential for movement in vertical motors, because the high starting and transient torques act directly in a direction to twist the motor on it’s base


I would absolutely agree with Pete's statement. And I've really never thought of that before. On the other hand, I've never aligned a vertical pump before as the rabbets "seem" to make it unnecessary (that is, customers don't think it necessary, and I've never had a vibration problem on a vertical pump that I could conclusively connect to misalignment).

Good thread. Good info. Good thoughts.
Dan – no offsense taken. I had a hard time following the context of your comments, and just wanted to clarify in case you were responding to my post. I hope no-one feels like they are tip-toeing on eggshells on my account.

Rusty – I agree with you. Good discussion all around.

Attached is another example. This is 3500hp, 324rpm motor vertical motor, held down by twelve 1”-diaemter, 8 thread-per-inch bolts at an 88” bolt-circle diameter. (no rabbet fit, no dowels)

The breakdown torque during start is 142,000 ft-lbf, which equates to 38,000lbf force at the bolt-circle radius of 3.7 feet.

If we torque the bolts to 400 ft-lbf, assuming 0.2 “nut factor” (not the definition from urban dictionary), which equates to 50% yield for an A449 or grade 5 bolt, we develop 24,000 lbf clamping preload per bolt, or 298,000 lbf among 12 bolts. For this motor, if the static friction factor is 0.13 or lower, then the torque from a normal start would be able to move the motor.

This motor (which could move at 0.13 friction factor) is more susceptible than the first one (which could move at 0.05 friction factor), at least based on the bolt torque values I used in the calcualtions.

This motor was aligned, bolts tightened (using wrench/feel because no bolt torque values were specified at that time), ran uncoupled, then alignment was re-checked prior to coupling and the machine was found “0.041” off” (I’m not sure if that’s TIR or offset, but either way it’s a lot.). The only thing that occurred was the motor start for uncoupled run. This one had no oil on the base like the other one. All this happened in 1996 before I was involved in motors. We have since gone to higher strength bolts and higher bolt torques and not had any more problems on this family of machines.

I am reasonably suspicious that verticals are susceptible to movement based on the calculations and based on our experience. But I would have to agree that dowels are not the only solution. Using higher strength bolts and higher bolt torques is probably enough to avoid the problem in most cases. Excess oil on the base would be something to be aware of.

One thing I was thinking about – the dowel pins that I have seen have all been smaller than the hold-down bolts (maybe half the diameter). That might be interpretted to suggest they were installed for ease of re-establishing alignment rather than strength in resisting movement. I still have a hard time believing that Bloch and Nailen were “wrong” in their comments, but you never know.

Attachments

Actually I have found a lot of verticals with rabbet fits out of alignment to the point they need aligning; probably 25% as a minimum. One 1000 HP @87 mils but one at ~125 mils. Also a number with parallel and angular misalignment.

Draw a line on a graph; layout the vertical dimensions (is the vibration proportional along the the C/L?). Keep the apex in mind when graphing. Plot the top amplitude and draw a line to the apex; where do the amplitudes of vibration fall along the unit top to bottom? IF the bottom amplitude is out of the of the projected line - probable misalignment problem.
[ElPete,

I am surprised by your example. I would hope that (best of bad optons) somewhere along the design, that some one made a mistake. Put the wrong bolts in, left some bolts out of the design, used a design for a different motor and just copied it.

I believe that the bolts should hold things in place. Your calculatons show that this may not be the case for your examples.

Perhaps, this should be a standard audit point for new equipment.
Anchor bolts are just that and they alone should be adequate.

Another thing missing from the discussion: what type of dowel? I think Rotate kept pointing back to design of the feet; be they spring type or whatever. Are the front feet cast and the rear (either one or two) spring?

If one looks at a large Horizontal motor w/4 bolts of use 3/4" bolts for example ---- will two dowels of 0.nnn" hold if the bolts won't?

About the only thing I've seen w/broken bolts (sheared) was a steam turbine slugged by start operators incorrectly. I've also witnessed this without the bolts being broken. Once I had just aligned a steam turbine; operators slugged it while I was watching - I re-aligned w/new bolts and discussed start w/them. I could see no damage to the old bolts. And, I only had to do a lateral shift while monitoring air gap with inside micrometer. No doweling was done this go around either. But it was a shocker to see the turbine slap from side-to-side.

I've attached a file of a case history. This unit was one I was called in on due to high vibration and a number of issues. Unbalanced shaft, high seal and coupling failure rates and maintenance have extremely difficulty aligning. This unit required very precise alignment. AND DOWELing...

Attachments

quote:
Vertical pumping units are commonplace and generally are indexed via rabbet fit. All to often these type units go unchecked. Always check the alignment on these units: never assume that they are perfect. They usually aren’t.

That matches what we have seen. Unfortunately, we have seen that the original rabbet often does not have enough clearance to move the machine into alignment, so we have to pull out the “motor stool” (the part between pump and motor that houses the coupling) and send it to the shop for machining to enlarge the rabbet clearance. That doesn’t mean it doesn’t need to be done... but it may not be easy.

An alternative would be to machine the bottom of the motor. But for large motor that is difficult to access with machine tools when the motor fully assembled. I guess if this scope was requested while motor was in repair shop it could be accomplished there.
If it's a hollow shaft motor; lower the impeller, shim above the boss - finalize alignment and re-set the impeller.

One company ask me to balance four big verticals. I said; OK, if I can check alignment. All four were off exceeding the rabbet fit. I shimmed above the boss, used plates I made, set alignment, taper dowel, re-set impeller and balanced. This RCA was a poor installation by contractor at inception.

They then moved me to another facility where they were having vibration that was seemingly too high. But one was out of balance. It was the worst but could align inside rabbet fit; however, the whole unit was out of plumb.

Actually, I like verticals.
quote:
the dowel pins that I have seen have all been smaller than the hold-down bolts (maybe half the diameter). That might be interpretted to suggest they were installed for ease of re-establishing alignment rather than strength in resisting movement.


Pete, keep in mind that "bolts" are not normally designed to resist 'shear' as a dowel pin would. A bolt is a tension device, designed to pull two surfaces into contact with such force that the friction between the surfaces overcomes the shear forces which may be present. In an ideal (well-designed) scenario, the bolt never sees shear.

What I often see is excessive numbers of shims, or poor quality surfaces which don't allow the bolts to remain in tension.
Every application where I have seen dowel pins, they were there for accurate relocation of the doweled element and not for shear strength. I had an incident where the bolts were not torqued properly and the dowel pins started to shear (partial shear). These dowel pins were drilled and tapped and meant to be pulled with a slide hammer. Obviously they didn't pull very well. I suppose one could install very large dowel pins designed and sized to provide shear protection, but I have not seen such an application.

Regards,
John J
Now for the taper dowel index dilemma; power head of pump is pulled (spiral wound gasket) and re-installed or installed if you will - now re-align the motor. Oops; shims were apart and now align the shims so all holes match and the dowel doesn't index the motor to alignment anyway. That's the real world!

The motor is back where it was but not in alignment with the pump. Do you align and ream to the next larger dowel? Is there a piping problem that needs addressing? Subsidence? Nature of the beast. Regardless; it's a real world scenario that has to be addressed. In my attachment example above, the indexing would index every time. The example in this case will not index more often than not - that's why you see motor's without the dowel where once it obviously existed. [Will or can operating the cast object stress relieve it - different subject]

Since you pulled the power head to the shop for rebuild and now installing - what technique will you use. Here's one trick that can help in some of the cases: can you slip the power head out and leave the motor in place and does it have a spiral wound gasket? Yes; then you're in luck maybe. (this works where the initial setup was according to Hoyle). Put the power head in and evenly torque but do not pull up all the way. Make final pull, pulling into shaft-to-shaft alignment (care and reason here as there is only so much clearance in wear rings and only so much forgiveness in the gasket). It only works a percentage of the time and not always. But it can save a lot of time and effort eliminating the need to move the motor. If you do have to move the motor, it will be minimum and fast. Are you going to re-do the dowels? Probably not.

Now for those cases where you see the 1" hardened parallel dowel pin - they suck. Well, I've got to go for now; but dwell on what Rotate pointed to with types of feet per situations of machine design.

Tis a good topic and I enjoyed Dan's postings.
I do not think a general statement can fit. There is no one shoe fits all.

Each machine train must be appraised on its merit of requirement. There are a host of issues.

I think this thread has identified this as doweling as no blanket approach or no general rule.

I was in a plant in TX back in the 70's where you did put in dowels regardless. I've seen them in every foot. This thinking has been dispelled for the better I think.

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