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EasyBalance 2.

2 Owners Manual
High-end dynamic balancing instrumentation Page 1 of 51

Owners Manual
EasyBalance 2.2

High-end dynamic balancing instrumentation


with WINDOWS-based EasyBalance software

Version 6.39.1

2000 - 2004 BalanceMaster, Inc. 434-993-9182 Doc #: 85EBOM22-63819


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INDEX:
1 Electrical Connections ........................................................................................................................... 4
2 System Requirements............................................................................................................................ 5
3 Software Installation............................................................................................................................... 5
4 Launching the Software ......................................................................................................................... 6
5 System diagnostics ................................................................................................................................ 7
6 Rotor Setup Screen ............................................................................................................................... 8
7 Instrumentation Setup and Configuration .............................................................................................. 9
8 Instrumentation Setup Screen ............................................................................................................. 10
8.1 Diagnostic mode ....................................................................................................................... 10
8.2 Vibration display........................................................................................................................ 10
8.3 Supervisor Lock ........................................................................................................................ 11
8.4 Automatic cycle ......................................................................................................................... 11
8.5 Remote Angle Display .............................................................................................................. 11
8.6 Gain switching........................................................................................................................... 11
8.7 Polar diagram style ................................................................................................................... 12
8.8 Display preferences .................................................................................................................. 12
8.9 Tooling compensation info ........................................................................................................ 12
8.10 Key compensation info.............................................................................................................. 12
8.11 Direction of rotation ................................................................................................................... 12
8.12 Polar diagram orientation.......................................................................................................... 12
8.13 Balancing log............................................................................................................................. 12
8.14 Print reports............................................................................................................................... 13
8.15 Setup and Calibration Report.................................................................................................... 13
9 Hardware Setup Screen....................................................................................................................... 14
9.1 Machine Type............................................................................................................................ 14
9.2 Instrumentation Speed Range .................................................................................................. 15
9.3 Input configuration..................................................................................................................... 15
9.4 Hard-bearing machines, hidden dimensions: ........................................................................... 15
9.5 Encoder Polarity:....................................................................................................................... 16
10 Calibration Screen ............................................................................................................................... 17
10.1 Calibration Data ........................................................................................................................ 19
10.2 Enable RPM Ranges ................................................................................................................ 19
11 Machine calibration, general:............................................................................................................... 20
12 Setup and calibration backup: ............................................................................................................. 20
13 Manual calibration:............................................................................................................................... 21
14 Automatic Calibration Mode without Equalization ............................................................................... 22
15 Automatic Calibration Mode with Equalization .................................................................................... 24
16 RPM Calibration Ranges ..................................................................................................................... 26
17 Rotor Name.......................................................................................................................................... 27
18 Units of Measure.................................................................................................................................. 27
19 Rotor Dimensions ................................................................................................................................ 27
20 Correction Method ............................................................................................................................... 27
21 Unbalance Tolerance........................................................................................................................... 27

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22 Tolerance in journal planes or in correction planes ............................................................................. 27


23 Tolerance Calculator............................................................................................................................ 28
24 Tooling Compensation Program .......................................................................................................... 28
25 Key Compensation Program................................................................................................................ 29
26 Live Polar Diagram .............................................................................................................................. 30
27 Averaging cycle.................................................................................................................................... 31
28 Soft-bearing mode and Teach-mode (Rotor-specific calibration) ........................................................ 32
29 Result Display ...................................................................................................................................... 33
30 Polar Diagram Display ......................................................................................................................... 33
31 Zoom 5x Tolerance ............................................................................................................................. 34
32 Zeroing ................................................................................................................................................. 34
33 Multi-Run Averaging ............................................................................................................................ 35
34 Amount and Angle Display .................................................................................................................. 36
35 Toggle Add/Remove ............................................................................................................................ 37
36 Recalc .................................................................................................................................................. 37
37 Special Correction................................................................................................................................ 38
37.1 Rotor segments:........................................................................................................................ 39
37.2 Combine Weights:..................................................................................................................... 39
37.3 Drill Correction .......................................................................................................................... 40
37.4 Tape Correction ........................................................................................................................ 41
37.5 Clip bin correction ..................................................................................................................... 41
37.6 Wire-feed welder ....................................................................................................................... 41
37.7 Rotor Segments (Vector-Split) .................................................................................................. 41
37.8 Combine Weights...................................................................................................................... 43
38 Print functions ...................................................................................................................................... 44
39 Balancing Certificate ............................................................................................................................ 44
40 Next Run .............................................................................................................................................. 45
41 Show History........................................................................................................................................ 46
42 New Rotor ............................................................................................................................................ 47
43 Static/Couple Separation ..................................................................................................................... 47
44 Bode-plot.............................................................................................................................................. 48
45 Balancing Log ...................................................................................................................................... 49
46 Delete Rotor name............................................................................................................................... 50
47 Disclaimer ............................................................................................................................................ 51
48 Copyright.............................................................................................................................................. 51

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1 Electrical Connections

1 2 3 4 5

This rear panel view shows the available connectors.

1. To PC:
RS232 Serial cable, plug into PC serial port (DB9 male)

2. Vibration Pickups Left / Right:


Connect to the left and right vibration pickups

3. Reference Pickup:
Connect to the phase reference pickup (Photocell or Proximity switch)

4. Encoder Input:
Connect to the encoder (if equipped)
Warning: Encoder must be designed for 18 Volts supply voltage and have line
driver output (5 Volts signals)

5. Power:
Connect to 120 Volts power (230 Volts versions are also available)

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2 System Requirements
This software requires a PC with WINDOWS 98, Me, 2000, NT or XP operating system. Windows
XP is recommended. Display resolution should to be at least 800x600x16 bit color. 1024x768x16
bit color is recommended. The software automatically adjusts to screen resolutions up to
2048x1536. The PC needs to have a standard RS232 serial port (DB9 male) and a 3- floppy
drive or a CD ROM drive.

3 Software Installation
The EasyBalance software is provided on a CD or in an email attachment and comes with its
own installation program.

For new installations, the file name is EasyBalance_new_CustomerName.exe


For software updates the file name is EasyBalance_update_CustomerName.exe

Double-click the file to start the software installation and follow the screen prompts.

Note: If you are updating your existing software to a new version, make sure that the new
program file EasyBalance.exe has been placed into the existing folder containing your previous
EasyBalance program, thereby replacing the old program file with the new one. Your existing
calibration and setup data will be preserved.

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4 Launching the Software


Locate the file EasyBalance.exe and create a shortcut. Move the mouse pointer over the file,
right-click, and select Create shortcut. A new shortcut for EasyBalance.exe is being created.
Drag the shortcut to the desktop. You can rename the shortcut as you like (see your Windows
software manual on how to create a shortcut)

Double-click the shortcut. The software will launch and show a splash-screen. The splash-screen
indicates the software version number, licensed customer, copyright information and an
electronic calibration sticker.

Licensed Software
customer version

Calibration
Sticker

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5 System diagnostics
Next, the software will perform a self-diagnostic procedure, checking the EasyBalance
instrumentation and the proper communication with the PC. If everything is OK, a logon screen
will appear:

If you like, enter an operator name. This name will be used as the operators name in all print
reports. Enter your password (password feature may not be activated in your software version,
leave blank). The button Amplitude-only mode is only visible in soft-bearing or field-balancing
mode and allows to work in a simplified mode showing just amplitude and phase measurements.

Click OK and the ROTOR SETUP SCREEN will be next.

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6 Rotor Setup Screen

The top of the screen shows a total of 6 pre-programmed rotor configurations:

1. Both correction planes between supports


2. Both correction planes outside of supports
3. Both correction planes outside of RIGHT support
4. Both correction planes outside of LEFT support
5. One correction plane outside of RIGHT support, one between supports
6. One correction plane outside of LEFT support, one between supports

In addition to 2-plane mode, you can also select 1-plane mode by clicking the radio button to the
left of the rotor setup icons.

Click the rotor icon representing your rotor configuration. The selected rotor icon will change to a
green background.
Please note that when working in Soft-bearing mode, the system will calculate and work with
Influence Coefficients. The Influence Coefficient Method does not require rotor setup dimensions,
so they are optional. However, rotor setup dimensions are useful for documentation purposes.

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7 Instrumentation Setup and Configuration


The EasyBalance instrumentation system can be configured for all 3 types of dynamic balancing
systems:

Hard-bearing balancing machines


Soft-bearing balancing machines
Teach-mode (Rotor-specific calibration)

In addition, the EasyBalance system offers manual or automatic calibration modes. For balancing
machines where linearity over RPM needs to be improved, a total of 5 RPM calibration ranges
are available, with automatic linear interpolation from range to range.

All Setup and Configuration options are intuitively organized into 3 screens:

Instrumentation Setup
Hardware Setup
Calibration Setup

Configuration should only be performed by authorized personnel. Access to the Calibration


screen is password protected.

All Setup and Configuration options can be accessed by clicking the M of the word
BalanceMaster, Inc. in the lower right corner of the ROTOR SETUP SCREEN.
The SETUP SCREEN can also be accessed by right-clicking the mouse in the following screens:
Rotor Setup screen
Live Polar Diagram screen
Polar Diagram screen
Amount and Angle screen

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8 Instrumentation Setup Screen

The INSTRUMENTATION SETUP SCREEN offers the following features:

8.1 Diagnostic mode


The EasyBalance system has a built-in diagnostic feature, which can help pin-pointing system
problems. If switched ON, the LIVE POLAR DIAGRAM screen will show a group of 4 numbers in
the lower left corner. These numbers provide an insight into the system and are useful for trouble
shooting purposes.

8.2 Vibration display


If the instrumentation is set to SOFT-BEARING or TEACH-MODE mode, vibration readings in
either mil or mm/sec can be displayed in addition to the standard display of unbalance
corrections.

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8.3 Supervisor Lock


Supervisor Lock ACTIVE blocks the operator from editing rotor setup information. Rotor setup
information can be recalled from memory, but cannot be changed.

8.4 Automatic cycle


If ENABLED, a new measurement cycle will automatically start when the rotor is switched on and
stable RPM is recognized by the system. If large and heavy rotors are accelerating extremely
slowly, it is best to set AUTOMATIC CYCLE to OFF. In this case click NEXT RUN in the result
screen to start a new measure cycle.

8.5 Remote Angle Display


If your machine is equipped with an encoder, and the encoder is connected to the EasyBalance
Instrumentation, the EasyBalance software will automatically activate the REMOTE ANGLE
feature. An encoder generates two independent square wave signals, with a 90 phase offset
between each other. The EasyBalance Instrumentation can decode these signals and will
generate an on-screen REMOTE ANGLE indication. The REMOTE ANGLE indication will help
the operator to locate the exact angular position of the unbalance correction.

The Remote Angle Display can be set to two different modes:


Indicator dot travels with correction location
Indicator dot places correction location at ZERO

INDICATOR TRAVELS WITH CORRECTION LOCATION


Using this mode, the Remote Angle Indicator will always indicate the actual angular position of
the correction location, for both the left and right plane, independently of each other. For instance,
moving the rotor so that the left indicator moves to the 12 oclock position will place the correction
location also at 12 oclock.
Note:
In this mode, the indicator has to travel with the direction of the rotor movement. If the direction is
not with the rotor movement, go to the HARDWARE SETUP SCREEN and change the setting for
ENCODER POLARITY.

INDICATOR PLACES CORRECTION LOCATION AT ZERO


This remote angle mode is often found on Schenck or Hofmann machines. The operator has to
line up both the Remote Angle Indicator and the vector dot (the result dot). Doing so will place the
correction location at the ZERO location. If the ZERO is set to be at the 12 oclock position, lining
up the two dots will place the correction location at the 12 oclock position.
Note:
In this mode, the indicator dot has to travel against the direction of the rotor movement. If the
direction is not against the rotor movement, go to the HARDWARE SETUP SCREEN and change
the setting for ENCODER POLARITY.

8.6 Gain switching


According to the level of unbalance measured, the EasyBalance Instrumentation will select the
appropriate sensitivity range automatically. This is called Auto-ranging or gain switching. Gain
switching can be set to AUTOMATIC or FIXED. Up to 9 gain ranges are available as default from
a drop-down menu. If Gain-switching is set to Fixed, the range selected as default will be used,
regardless if the unbalance signal is too small or too large.

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8.7 Polar diagram style


The Polar Diagram style can be selected with either a 45 or 30 grid. The Polar Diagram
background color can be selected to be either BLACK or DARK-BLUE.

8.8 Display preferences

SHOW WEIGHT IN LARGE FONT


Typically, the required correction weight result is displayed in large font (gram or ounce), with the
unbalance being shown in small font.

SHOW UNBALANCE IN LARGE FONT


If you rather would like to see the unbalance result in large font, and the required correction
weight in small font, select this setting.

The ANGULAR PRECISION can be set to either 0, 1 or 2 decimal places.

8.9 Tooling compensation info


In cases where Tooling compensation is used, the Tooling Error information can be displayed in
the Result Screen and be included in the Print Reports. Un-check the check box if you do not
want the tooling error values to be displayed. The tooling compensation itself will remain active
even if this check box is un-checked.

8.10 Key compensation info


In cases where Key compensation is used, the Key compensation information can be displayed in
the Result Screen and be included in the Print Reports. Un-check the check box if you do not
want the key compensation values to be displayed. The key compensation itself will remain active
even if this check box is un-checked.

8.11 Direction of rotation


The direction of rotation can be set to either clockwise or counter-clockwise, as seen from the
operator position, looking towards the rotor.

8.12 Polar diagram orientation


The Polar Diagram orientation can be set to either ZERO at 12 oclock or ZERO at 6 oclock.
This setting has to correlate with the orientation of your phase reference mark on the rotor.

8.13 Balancing log


The EasyBalance system keeps and automatic balancing log and can be set to either LOG ALL
RUNS or LOG INITIAL AND FINAL runs or LOG FINAL run only.

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8.14 Print reports


Print reports can be printed using either PLAIN PAPER or COMPANY LETTERHEAD. If PLAIN
PAPER is selected, the customer info will be included in all print reports. If LETTERHEAD is
selected, a sufficient margin is added on top of the print reports to allow space for company
letterhead. In this case the customer info is suppressed.

8.15 Setup and Calibration Report


The complete set of Instrumentation Setup and Calibration Data can easily be documented and
stored for future reference.

Click PRINT TO PAPER to generate a printed copy af all relevant Setup and Calibration Data.

Click PRINT TO FILE to generate an electronic version of this document.

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9 Hardware Setup Screen


Click the HARDWARE button in the Instrumentation Setup screen to get to the Hardware Setup
screen.

The HARDWARE SETUP SCREEN offers the following options:

9.1 Machine Type


Hard-bearing machines
Soft-bearing machines
Teach mode (Rotor-specific calibration)

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9.2 Instrumentation Speed Range


The EasyBalance software should be set to conform to the actual speed range capability of the
EasyBalance instrumentation. In general, the EasyBalance instrumentation system is available in
3 speed ranges:
Low speed version (50 RPM to 2,000 RPM)
Standard speed version (150 RPM to 6,000 RPM)
High speed version (1,000 RPM to 40,000 RPM)
Ultra-high speed version (2,000 RPM to 200,000 RPM)

9.3 Input configuration


The EasyBalance instrumentation is equipped with universal input circuitry. Depending on the
actual instrumentation hardware and the selected machine types, the following input
configurations are available:
Linear amplifier
Single-integrator
Dual-integrator

The EasyBalance software will automatically detect the instrumentation hardware version. If the
particular instrumentation hardware or the selected machine type does not support certain input
configurations, the corresponding option(s) are disabled and grayed out.

9.4 Hard-bearing machines, hidden dimensions:


In order to accomplish good plane separation with hard-bearing machines, it is essential that the
pedestal planes, roller bearing planes and the virtual sensor planes are identical. Because of
certain roller bearing configurations, minute physical differences between virtual sensor points
and pedestal assemblies and also due to less than ideal machine foundation, it could be required
to correct both the a and b dimensions by a specific amount. These amounts are sometimes
called hidden dimensions , because they are invisible to the operator. All the operator has to do
is enter the true abc dimensions in the Rotor Setup Screen, as measured. The system will correct
these dimensions automatically based on the a and b values for the hidden dimensions.

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9.5 Encoder Polarity:


If your machine is equipped with an encoder, and the encoder is connected to the EasyBalance
Instrumentation, the EasyBalance software will automatically activate the REMOTE ANGLE
feature. An encoder generates two independent square wave signals, with a 90 phase offset
between each other. The EasyBalance Instrumentation can decode these signals and will
generate an on-screen REMOTE ANGLE indication. The REMOTE ANGLE indication will help
the operator to locate the exact angular position of the unbalance correction.

The Remote Angle Display can be set to two different modes:


Indicator dot travels with correction location
Indicator dot places correction location at ZERO

INDICATOR TRAVELS WITH CORRECTION LOCATION


Using this mode, the Remote Angle Indicator will always indicate the actual angular position of
the correction location, for both the left and right plane, independently of each other. For instance,
moving the rotor so that the left indicator moves to the 12 oclock position will place the correction
location also at 12 oclock.
Note:
In this mode, the indicator has to travel with the direction of the rotor movement. If the direction is
not with the rotor movement, go to the HARDWARE SETUP SCREEN and change the setting for
ENCODER POLARITY.

INDICATOR PLACES CORRECTION LOCATION AT ZERO


This remote angle mode is often found on Schenck or Hofmann machines. The operator has to
line up both the Remote Angle Indicator and the vector dot (the result dot). Doing so will place the
correction location at the ZERO location. If the ZERO is set to be at the 12 oclock position, lining
up the two dots will place the correction location at the 12 oclock position.
Note:
In this mode, the indicator dot has to travel against the direction of the rotor movement. If the
direction is not against the rotor movement, go to the HARDWARE SETUP SCREEN and change
the setting for ENCODER POLARITY.

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10 Calibration Screen
Click the CALIBRATION button in the Instrumentation Setup screen to get to the Calibration
Setup screen. The CALIBRATION button is only available if Hard-bearing is selected in the
Hardware Setup screen. If Soft-bearing or Rotor-specific calibration is selected, the
CALIBRATION button is disabled, and the instrumentation will automatically perform Influence
Coefficient Calculations.

A Calibration Authorization screen will ask for a password.

Enter the password assigned to your system. If you cannot remember your password, call your
EasyBalance vendor for assistance.

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If the password is correct, the CALIBRATION SCREEN will appear:

The data in the area labeled Calibration Data is used for calibration of the machine. Calibration
can be done manually (the operator will calculate the appropriate factors and phase offsets and
enter the data into these fields). However, the EasyBalance system offers an AUTOMATIC
CALIBRATION mode, which drastically simplifies the calibration procedure and yields a extremely
precise calibration.

How to use the AUTOMATIC CALIBRATION Mode and is described in the next chapter.

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The CALIBRATION SCREEN offers the following features:

10.1 Calibration Data


Calibration values for

Amount Factor LEFT


Angle offset LEFT
Amount Factor RIGHT
Angle offset RIGHT
Amount Equalization Factor
Phase Equalization

In addition, the following calibration factors can be set:

Vibration Factor LEFT (mm/sec)


Vibration Factor RIGHT (mm/sec)
Displacement Factor LEFT (mils)
Displacement Factor RIGHT (mils)

10.2 Enable RPM Ranges


Enabling RPM Ranges provided access to the RPM-RANGE CALIBRATION screen and allows
calibration of the machine for various RPM levels. RPM-range calibration is available only in hard-
bearing mode, and should be used only if the particular machine does not have sufficient linearity
over RPM.
The automatic calibration mode, if selected, will also work with the RPM RANGE CALIBRATION
feature.

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11 Machine calibration, general:


There are several ways to calibrate a hard-bearing balancing machine. The EasyBalance system
offers 3 different procedures:

Manual calibration
Automatic calibration without Equalization
Automatic calibration with Equalization

Both the manual and the automatic calibration procedures require a test rotor and a set of known
calibration weights. However, the automatic calibration is the recommended procedure, because
it takes full advantage of the simplicity and accuracy the EasyBalance system has to offer.
It is further recommended to calibrate both planes at the same time, by utilizing the
EQUALIZATION feature.

When calibrating the machine, use either one of the three calibration methods. Do not mix one
calibration method with another.

After calibration has been performed, edit the CALIBRATION DATE and CALIBRATION DUE
DATE information fields, located in the lower right corner of the MAIN CALIBRATION SCREEN.
These dates will be displayed in the INFORMATION SCREEN every time the software is
launched.

12 Setup and calibration backup:


The EasyBalance software keeps an automatic backup copy of previous calibration data and
setups in a special folder. This folder is named BACKUP and is created automatically.

If required, a previous setup, including the complete calibration data, can be restored.

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13 Manual calibration:
Manual calibration is straight forward. Before performing a manual calibration, it is a good idea to
go to the CALIBRATION SCREEN and set the Amount Factor to 1.0 and the Angle Offset to
0.0.

The manual calibration procedure is as follows:

1. Measure a known unbalance (using a well-balanced test rotor and a known calibration
weight)
2. Record the displayed value for Amount and Angle.
3. Calculate the AMOUNT FACTOR. This is the factor required for the amount to show the
desired value (the calibration weight).
4. Calculate the ANGLE OFFSET. The angle offset is the required angle correction to bring
the angle display in line with the calibration weight location.
5. Enter both the AMOUNT FACTOR and the ANGLE OFFSET into the appropriate fields in
the CALIBRATION SCREEN.

Example:

Calibration weight: 3 gram


Calibration weight location: 0
Display: 1.5 gram at 45

The display should read 3.0 gram at 0, but it reads 1.5 gram at 45.

The Amount Factor and Angle Offset can be calculated as follows:

Amount Factor = 3 gram / 1.5 gram = 2.0


Angle Offset = - 45

Calibrate the left channel first. After the left channel has been calibrated successfully, repeat the
calibration for the right channel.

Calibration is now finished.

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14 Automatic Calibration Mode without


Equalization
To calibrate the machine in automatic calibration mode without using the EQUALIZATION
feature, a standard TEST ROTOR and a set of CALIBRATION WEIGHTS are required.

The test rotor should be balanced to the lowest unbalance possible, prior to machine calibration.
Place the calibration weights on the test rotor, one in the left plane, and one in the right plane.
Both calibration weights must be at the same angle.

Select AUTOMATIC CALIBRATION MODE by checking the checkbox in the upper left corner of
the CALIBRATION SCREEN and click OK. You will be back in the INSTRUMENTATION SETUP
SCREEN. Click OK again and you will be back in the ROTOR SETUP SCREEN.

Enter the rotor data of the test rotor (ABC dimensions, Radius left, Radius right).
Select REMOVE for both planes.
Select POLAR DIAGRAM as the result display.

Click START to go to the LIVE POLAR DIAGRAM and begin the unbalance measuring cycle. Set
AVERAGING to a sufficiently long averaging time to accomplish a stable reading (10 seconds
averaging time should work in most cases). Adjust rotor speed as desired, within safe operating
limits for both balancing machine and rotor.

Note: The font color of the RPM display indicates the following:

Green: System is in calibration mode


Blue: Normal operating mode, machine is calibrated
Red: System is in calibration mode and RPM Range calibration is enabled, but RPM
does not fall within 2% of the defined Speed Points. Adjust RPM to within 2% of
speed points and RPM display will turn green.

The progress of the measure cycle is indicated above the RPM display. Once the measure cycle
is completed, the system will switch to the POLAR DIAGRAM and display the measured
unbalance in a polar graph.

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Click the left Polar Diagram, and the calibration window for the left plane will pop up:

Enter the amount and angular location of the calibration weight in the left plane, and click OK.
The system will automatically calculate the Amount Calibration Factor and Angle Offset for the left
plane, fill this information in the appropriate fields in the Calibration Screen, and re-calculate the
unbalance measurement result with the new calibration data. The calibrated result will be
displayed in the left polar diagram, instantaneously.

Repeat the same for the right plane, by clicking the right polar diagram. A calibration window for
the right plane will pop up:

Again, enter the amount and angular location of the calibration weight in the right plane, and click
OK. The system will automatically calculate the Amount Calibration Factor and Phase Offset for
the right plane, fill this information in the appropriate fields in the Calibration Screen, and re-
calculate the unbalance measurement result with the new calibration data. The calibrated result
will be displayed in the right polar diagram, instantaneously.

Calibration is now finished.

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15 Automatic Calibration Mode with


Equalization
Note: This is the preferred calibration method.

In order to increase the accuracy of the calibration and the overall performance of the balancing
system, it is recommended to utilize Automatic Calibration and the EQUALIZATION feature. This
equalization process will eliminate any amount and phase differences between both measuring
channels, taking into account minute structural differences between both pedestals, work
supports and sensor signals, as well as instrumentation related differences between both left and
right channels.

To calibrate the machine in automatic calibration mode by using the EQUALIZATION feature, a
symmetrical TEST ROTOR and two equal CALIBRATION WEIGHTS are required.
A test rotor is considered symmetrical if both correction planes are between the bearing planes,
and the distance between the left bearing plane and the left correction plane is the same as the
distance between the right bearing plane and the right correction plane.

The test rotor should be balanced to the lowest unbalance possible, prior to machine calibration.
Place the calibration weights on the test rotor, one in the left plane, and one in the right plane.
Both calibration weights must be at the same angle.

Make sure the system is set to AUTOMATIC CALIBRATION MODE (it will remain in automatic
calibration mode until the operator clicks NEW ROTOR in the polar diagram screen or CANCEL
in any other screen. When NEXT RUN is clicked, the system remains in automatic calibration
mode and a new measurement cycle can be started). As a visual feedback, the RPM display is
using a GREEN font if the system is in automatic calibration mode.

Start a new measurement cycle. Set AVERAGING to a sufficiently long averaging time to
accomplish a stable reading (10 seconds averaging time should work for most cases). Adjust
rotor speed as desired, within safe operating limits for both balancing machine and rotor. The
progress of the measure cycle is indicated above the RPM display. Once the measure cycle is
completed, the system will switch to the POLAR DIAGRAM and display the measured unbalance
in a polar graph.

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Click the left Polar Diagram, and the calibration window for the left plane will pop up again:

If you are using a test rotor with 2 equal calibration weights, enter the amount and angular
location of one of the calibration weights.

If you are using a single calibration weight in the CENTER plane of the test rotor, enter of that
weight as the amount..

Click EQUALIZE, and an information window will pop up with the newly calculated equalization
factor and phase correction for both measurement channels:

NOTE:
In general, you should expect the EQUALIZATION FACTOR to be around 1. Values between 0.7
and 1.3 are reasonable. If the EQUALIZATION FACTOR is outside of this range, check your
setup. If you are sure that everything is OK, you may accept these factors.

If you click NO, the amount equalization factor will default to 1.0, and the phase equalization will
default to 0.0. Calibration is not completed.

If you click YES, the system will automatically calculate the amount calibration factors, the angle
offsets, and the amount and phase equalization factors, and will enter the factors into the
appropriate fields in the Calibration Screen. Next, the result will automatically be re-calculated
using the new calibration data. The new results will be displayed in the left and the right polar
diagram. Both channels are calibrated automatically, at the same time and in one step.

Calibration is now finished.

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16 RPM Calibration Ranges

When RPM RANGES are enabled, the machine can be calibrated for specific RPM ranges. Each
of the 5 available RPM ranges can be defined in the RPM column. Each RPM range should be at
least 5% apart from its neighbor.

The required Amount Factors and Angle Offsets can be manually calculated and entered here.
However, it is much easier to use AUTOMATIC CALIBRATION MODE.

Select AUTOMATIC CALIBRATION MODE in the CALIBRATION SCREEN, and perform


calibration and channel equalization as described in the following chapters.

While in Automatic Calibration Mode, the RPM display is using a GREEN font if the measured
RPM is within 2% of the selected RPM range. If the RPM is outside the 2% limits, the RPM
display will turn RED.

Follow the instructions for AUTOMATIC CALIBRATION above.

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17 Rotor Name
We are back in the main rotor setup screen. Underneath the rotor configuration icons is the Rotor
Name Field. Enter a job number or rotor name to identify your particular rotor. Each rotor is stored
with all its relevant rotor setup data. Recalling a rotor name from the Rotor Name field restores all
rotor setup data previously saved under this rotor name. Rotor names can be up to 70 characters
long. The storage capacity of rotor setups is virtually unlimited and depends only on the available
space on the hard drive.

18 Units of Measure
Units for linear dimensions can be set to millimeter (mm) or inch.
Weight units can be set to gram (g), ounce (oz), milligram (mg) or milliounce (moz) by clicking the
radio buttons in the UNITS OF MEASURE area.

19 Rotor Dimensions
Enter the rotor dimensions a, b, c, and the correction radius for the left and right correction plane.
Refer to the rotor configuration icons for clarification of the a, b, and c dimensions.

Note: abc dimensions are not required in Soft-bearing mode, because the Influence Coefficient
Method is applied, which will take care of rotor dimensions.

It is sometimes easier to measure the diameter of a rotor instead of the radius. The EasyBalance
Instrumentation allows entering the correction radius either as actual radius or as diameter. Click
the word Radius (or Diameter) for the left plane to toggle between Radius and Diameter. A
confirmation window will pop up making sure that this important entry is not changed accidentally.

20 Correction Method
Each correction plane can be set independently to either ADD or REMOVE as your preferred
method of correction. Click the corresponding radio buttons.

21 Unbalance Tolerance
Enter the allowable unbalance for the left and right correction planes. Units will be set
automatically based on the selections for UNITS OF MEASURE.

22 Tolerance in journal planes or in correction


planes
Two radio buttons are provided to allow selection of unbalance tolerance as either in journal
planes or in correction planes. These radio buttons can also be used for conversion between
the two.

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23 Tolerance Calculator
A built-in Tolerance Calculator is a great tool to quickly and accurately determine the allowable
unbalance tolerance for a particular rotor, in order to achieve a certain balancing quality grade. To
use the Tolerance feature, enter the following data:

Enter the static bearing load for the left and right bearing (weight of the rotor supported in
the left and right bearing).
Enter the service speed of the rotor. Service speed is the maximum speed this rotor will
have in operation.
Select the desired balancing quality grade
Click Calculate.

The unbalance tolerances for the left and right correction planes will be calculated according to

API 617
API 610
MIL-STD-167-1, or
ISO 1940
Custom ISO number (user-defined ISO balancing quality grade number)

and transferred into the tolerance fields. If Static/Couple Separation is selected, the unbalance
tolerance for both the left and right as well as for the static plane will be calculated and
transferred into the Tolerance fields.

24 Tooling Compensation Program


Some rotors require special balancing tooling, also called fixtures or mandrels. This tooling can
introduce unbalance errors, due to both tooling eccentricity or unbalance in the tooling itself. The
TOOLING COMPENSATION program allows to electronically compensate for these tooling
errors. This requires 2 tooling compensation runs, with subsequent indexing of the rotor by 180.
Select the desired tooling compensation method. If no tooling is used or tooling compensation is
not desired, select NO TOOLING COMPENSATION.

Once tooling compensation values have been established, they are stored with the rotor setup
data for this particular ROTOR NAME, and can be re-used when the ROTOR NAME is recalled
from memory. A Message Box will alert the operator that tooling compensation values are
available:

Click YES to use the existing tooling compensation


Click NO to perform a new tooling compensation

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Click CANCEL to continue without tooling compensation

25 Key Compensation Program


Keyways in shafts or fitments will introduce unbalance. Depending on the balancing convention
used for the matching part, keyway compensation according to ISO 8821 can use any of these 3
methods:

Half-height key
Half-length key
Full key.

The key compensation program offers the choice of any of these 3 conventions, for shafts or
fitments.

To use key compensation, click the field KEY COMPENSATION and select DEFINE AND
ACTIVATE. After the Start button is clicked, a KEYWAY COMPENSATION DIALOG will appear
and enable you to enter keyway dimensions, as well as to select various key materials.

The weight of the simulated key can be displayed by clicking CALCULATE KEY WEIGHT.

Once key compensation values have been entered, they are stored with the rotor setup data for
this particular ROTOR NAME, and can be re-used when the ROTOR NAME is recalled from
memory.

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After all data in the Rotor Setup screen has been entered correctly and the EasyBalance
Instrumentation has been setup for your particular balancing application, click START. A live
Polar Diagram will appear.

26 Live Polar Diagram

The digital tachometer indicates the rotor speed. Adjust the rotor speed to the desired balancing
speed.

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27 Averaging cycle
The EasyBalance Instrumentation is capable of measuring live unbalance, and takes 2
complete unbalance readings per second.
AVERAGING allows to mathematically determine the average value of a series of consecutive
unbalance measurements. The longer the averaging cycle, the more stable the display becomes.
Select an appropriate averaging cycle, between 5 to 30 seconds. You can also select manual,
which will average results until you click Finish. In addition to the averaging feature, the
EasyBalance systems offers a so-called scan-mode. In scan mode, the system measures
unbalance at pre-defined intervals and keeps them in a log. This feature is useful for instance to
check the unbalance behavior of a rotor or assembly over time (break-in procedure).

When AVERAGING is set to ON, and RPM and sensor signals have stabilized sufficiently, the
measure cycle will begin automatically. A status indicator will show the progress of the measure
cycle. When the end of the averaging cycle is reached, the live polar diagram will switch to the
RESULT SCREEN. You can now stop the rotor. The unbalance measurement result will remain
on the screen. If you have selected NO AVERAGING, the result screen will be displayed when
you click FINISH.

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28 Soft-bearing mode and Teach-mode (Rotor-


specific calibration)
In Soft-bearing mode or Rotor-specific calibration mode (Teach mode), a total of three runs are
required to calibrate the system The EasyBalance Instrumentation keeps track of the required
runs and prompts the operator throughout the calibration procedure.

The first calibration run is called REFERENCE RUN. After the reference run is complete, the
ROTOR-SPECIFIC CALIBRATION screen for the TRIAL RUN LEFT appears:

Follow the on-screen prompts.

Underneath the trial weight information fields for the left and right planes, a CALIBRATION LOG
keeps track of those runs already completed. If you wish to repeat a particular run, click REPEAT
REFERENCE RUN or REPEAT TRIAL RUN LEFT or REPEAT TRIAL RUN RIGHT, respectively.

Once all calibration runs are complet, the PRINT button becomes enabled. Clicking PRINT will
generate a print-out with the complete calibration run information.

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29 Result Display
Once an unbalance measure cycle has been completed, the result will be displayed in either
POLAR DIAGRAM format or AMOUNT AND ANGLE format, depending on your selection for
RESULT DISPLAY in the Rotor Setup Screen.

30 Polar Diagram Display

The rotor unbalance is displayed in a polar diagram or vector format. Colored dots indicate the
amount and the angular position of the unbalance, individually for each correction plane.

The dot color indicates whether or not the measured unbalance is within tolerance limits:
Green dot: unbalance within 80% of tolerance
Yellow dot: unbalance within tolerance, but above 80%
Red dot: Out of tolerance

The tolerance status is further displayed in the upper right field of each polar diagram, by either
OK or REJECT.

Each polar diagram also shows a green tolerance circle, indicating the extent of the unbalance
tolerance for each correction plane (Tolerance Target).

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31 Zoom 5x Tolerance
Clicking this button will scale the polar diagrams to 5X TOLERANCE. If the actual unbalance is
too large to fall within this zoom range, a status line will appear underneath the scale range
saying Zoom off scale. Clicking this button again will toggle back to the optimum zoom factor,
providing the best resolution.

32 Zeroing
Clicking this button will electronically zero the results for both planes and will activate
ELECTRONIC ZEROING. When electronic zeroing is active, a message Electronic zeroing is
active will be displayed in the result screens.

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33 Multi-Run Averaging
Clicking this button will display the Multi-Run Dialog. This dialog will show up to 12 previous
results, sorted sequentially (youngest result on top).

The calculated average for both planes from these runs is displayed in the upper part of the
dialog. Clicking ACCEPT will transfer these results to the Result display. Clicking CONTINUE will
bring you back to the result display, without utilizing the calculated average results.

Each recorded run has an INCLUDE check-box. Un-checking an individual check-box will exclude
this particular run from the calculated average.

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34 Amount and Angle Display


Clicking this button will switch the result screen to the Amount and Angle screen:

The Amount and Angle screen shows the unbalance result in a digital format. The status line
indicates whether or not the unbalance falls within the allowable unbalance tolerance. An out of
tolerance status is indicated on a red background, and indicated by the percentage of tolerance.

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35 Toggle Add/Remove
The EasyBalance Instrumentation offers a convenient way to switch between ADD and
REMOVE, without the need to perform a new unbalance measurement run.

While in the AMOUNT AND ANGLE screen, click the field above the Amount indication, and the
correction method will be toggled between ADD and REMOVE. The correction angle will be
automatically calculated based on the new correction method.

While in the POLAR DIAGRAM SCREEN, simply point towards the center of a diagram and click.
This will toggle between ADD and REMOVE for the particular diagram, and the diagram will show
the correct unbalance location based on the correction method. Each correction plane can be set
to ADD or REMOVE independently.

36 Recalc
Clicking the RECALC button in either AMOUNT AND ANGLE or POLAR DIAGRAM display will
bring you back to the ROTOR SETUP SCREEN. Here you can change some or all of the rotor
setup data. Clicking START will bring you back to the result screen, which will now show the re-
calculated unbalance result with the new rotor setup data. The RECALC function is especially
useful for finding the optimum a, b, c dimensions that give you the best plane separation (hard-
bearing machines only), or for adjusting correction radii and re-calculating the new unbalance
correction weight. RECALC can also be used to adjust a correction plane location without the
need to perform a new unbalance measurement run.

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37 Special Correction
Click SPECIAL CORRECTION and new screen will appear allowing to select a variety of special
correction features.

In principle, any unbalance display mode other than the standard weight at angle is considered
special correction. For example, showing the result as number of holes to drill or length of bar
stock is a special correction feature. This also includes so-called vector-split for rotors allowing
unbalance corrections only at pre-defined locations. A good example for such a rotor would be a
fan, where unbalance corrections can only be done at a blade, but not at locations between
blades.

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The SPECIAL CORRECTION SCREEN offers the following options:

Preferred correction method

STANDARD CORRECTION
Results are displayed as correction weights (standard method)

DRILL CORRECTION
Select drill diameter, maximum allowable drill depth, drill point, and material. Result
screen will now show the required amount and depth of drill correction holes.

TAPE CORRECTION
Select from various commercially available weight tapes. The result screen will show the
required tape length.

WIRE-FEED WELDER
Enter the amount of wire weight per second produced by a particular welder setting. The
result screen will show the required welding time.

CLIP BIN
Up to three different clips can be defined. The result screen will show the best possible
combination of clips required for balance.

BAR STOCK
Enter the width and thickness of bar stock, in either mm or inch. The result screen will
show the required length of the specified bar stock.

37.1 Rotor segments:


Select the numer of rotor segments, individually for each correction plane. The result screen will
show the amount of correction for the two segments closest to the actual unbalance location. This
feature can also be used in combination with any of the special correction features, like DRILL
CORRECTION, TAPE CORRECTION, WIRE-FEED WELDER or CLIP-BIN.

37.2 Combine Weights:


The COMBINE WEIGHTS feature is useful for rotors which have been balanced previously and
have a cluster of balancing weights which you would like to remove and consolidate into one
correction weight per plane.

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37.3 Drill Correction


Click the radio button DRILL CORRECTION and the fields for entering the required drill setup
data will be enabled. You can enter a drill diameter and a maximum drill depth. If a required
correction exceeds the maximum drill depth, the software will calculate multiple correction holes.
The drill point can be selected from a drop-down menu as 118, 130 or 135.
A drop-down menu allows the selection of various materials. If you have the need for a material
not yet listed in this menu, please let us know and we will be happy to add it.

The following screen is an example for a rotor with drill correction:

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37.4 Tape Correction


Correcting unbalance by adding a certain amount of tape (for instance self-adhesive lead tape) is
often used for applications like roll balancing and alike. Click the radio button TAPE
CORRECTION and the fields for entering the required tape information will be enabled. If you
have the need for a material not yet listed in this menu, please let us know and we will be happy
to add it.

37.5 Clip bin correction


Adding clips is another correction method which is often used for fans and blower wheels. Pre-
fabricated clips in several sizes are being inserted into the rotor. The EasyBalance software has
a clip bin feature, allowing the operator to define up to three different clips (clip A, clip B, and clip
C, with clip A the heaviest and clip C the lightest). The EasyBalance software will calculate the
best possible combination of available clips to balance the rotor.

37.6 Wire-feed welder


Enter the amount of wire weight per second produced by a particular welder setting. The result
screen will show the required welding time.

37.7 Rotor Segments (Vector-Split)


For rotors with pre-defined correction locations, like electric armatures with so called studs
spaced at 30 intervals or alike, or for bladed rotors where correction weights can only be applied
at the actual blade locations, the EasyBalance Instrumentation offers the ability to select between
3 and 99 rotor segments, individually for each correction plane. Click the drop-down menu for
SEGMENTS LEFT or SEGMENTS RIGHT and select the desired number of components. If you
want to switch components off for a particular plane, click the SOLID button.

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The following screen is an example for a rotor with Drill Correction and 9 components on the left
side. The right rotor plane is solid.

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37.8 Combine Weights

Use this feature if you would like to consolidate existing unbalance correction weights into just
one correction weight, per plane. Enter the amount and angular location of those weights you
would like to remove and consolidate.
Clicking COMBINE will calculate the resulting consolidated correction weight, including the
current rotor unbalance. The resulting consolidated correction weight will be displayed in the top
of this screen, but the dialog will not close.
Clicking ACCEPT will calculate the consolidated correction weight, close this dialog, and transfer
the consolidated weight to the RESULT SCREEN.
The COMBINE WEIGHT feature can also be used in combination with segmented rotors and with
the drill or tape correction feature.

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38 Print functions
There are various print reports the EasyBalance system can generate. Printing can be done in
two modes: Print-to-paper, and Print-to-file. Print-to-file is also called paperless printing. Print-to-
file will automatically generate an electronic version of the report, saved in a special folder. The
folders are automatically created by the EasyBalance software.

There are 2 folders for print-to-file reports:


REPORTS (for Log reports, Trial run reports and Multi-run reports)
CERTIFICATES (for Balancing reports)

These folders are created as sub-folders in the folder containing the EasyBalance software.

The file names for the paperless print reports are created with the following convention:

REPORTNAME_ROTORNAME_20030101_141015.

The first group of numbers is the date in the format YYYYMMDD. The second group of numbers
is the time in military format HHMMSS.

39 Balancing Certificate
In either Polar Diagram display or Amount and Angle display, the PRINT function can be
selected. Clicking PRINT will open a new window where you can enter a Name and Address of a
customer, or any other information, such as additional rotor identification, workstation ID and or
specific routing information.

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A Include Initial Result checkbox allows to include the initial unbalance result together with the
current result in the same report.

Click PRINT TO PAPER and the WINDOWS Print Dialog will appear. Select the printer you would
like to use and click OK. A print report will be spooled to the printer. The print report will contain
your company information, Job number, date and time, rotor setup data, as well as the unbalance
measurement results.

40 Next Run
Once the rotor has been stopped and the required unbalance correction has been performed, a
new measure cycle will start automatically as soon as the rotor has been started again. This
function is called AUTOMATIC CYCLE, because the operator only has to start the rotor, and the
EasyBalance Instrumentation will automatically cycle to the next measuring run. You could also
Click NEXT RUN if you want to perform another unbalance measurement.

The AUTOMATIC CYCLE function can be disabled in the SETUP SCREEN.

The LIVE POLAR DIAGRAM screen with the digital tachometer will appear again. Adjust rotor
speed and perform a new unbalance measurement. If AVERAGING is switched OFF, click
FINISH and the result screen will appear with the new unbalance measurement result.
If AVERAGING is switched ON, the measure cycle will automatically finish after the selected
averaging cycle time has elapsed.

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41 Show History
The EasyBalance system can superimpose up to 12 readings in the polar diagram display. When
SHOW HISTORY is activated, a window will pop up asking the operator to select how many
previous results to be displayed, in addition to the current result.

A round circle identifies the previous results with a number. The number indicates the progress
from one measurement to the next. A total of 12 readings can be displayed in each polar
diagram. This feature is especially useful when performing unbalance correction by drilling or
grinding, where the exact amount of correction cannot be pre-determined. The SHOW HISTORY
feature gives a clear indication of the progress of the unbalance correction.

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42 New Rotor
Click NEW ROTOR to go back to the Rotor Setup Screen for a new unbalance calculation job for
a new rotor (different rotor). History information from previous runs are deleted and the SHOW
HISTORY feature is reset and available again for the new rotor.

43 Static/Couple Separation
Some rotors benefit from a static/couple separation of the measured 2-plane unbalance.
Static/Couple separation mathematically separates the dynamic unbalance into a static
component and a couple components.

Unbalance results in STATIC/COUPLE mode are displayed in 3 side-by-side polar diagrams, one
for the left couple component, one for the static component, and one for the right couple
component.

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44 Bode-plot
The Bode-plot feature generates a complete BODE DIAGRAM, showing the rotor unbalance in
both AMOUNT and PHASE, over a wide RPM range. The Bode-plot feature is useful, for
instance, to determine the linearity of a balancing machine, the quality of the balancing machine
foundation, or in general to check the dynamic behavior of a given rotor at different RPM.

The Bode-plot can be generated while the rotor RPM is either increased (Bode Diagram, ramp-
up), or while the rotor is coasting down (Bode Diagram, ramp-down)

The Bode diagram is generated LIVE, while the rotor RPM is ramped up or coasting down.

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45 Balancing Log
The EasyBalance automatically keeps logs of all balancing runs. The balancing log can be
accessed from the ROTOR SETUP SCREEN by clicking SEE LOG.

Logged balancing runs can be selected either by SELECT BY NAME or by SELECT BY DATE.

If the radio button SELECT BY NAME is checked, the ROTOR NAME drop-down list will show all
ROTOR NAMES for which balancing logs are available, regardless of the date the individual runs
have been performed.

If the radio button SELECT BY DATE is checked, the ROTOR NAME drop-down list will show all
ROTOR NAMES which have been balanced on the particular date as selected in the DATE-
PICKER field.

After you have made your selections, click APPLY and the balancing log will be displayed.

Click Print to Paper to send the list to a printer. You can also Print to File, using the paperless
print feature.

CREATE POLAR DIAGRAM


Use this feature to re-create a POLAR DIAGRAM from the data displayed in the balancing log.

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46 Delete Rotor name


Rotor setups longer required to be kept in the rotor setup file can be deleted by clicking DELETE
THIS ROTOR NAME. This feature is password-protected. A confirmation dialog will appear to
confirm your intention to delete.

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47 Disclaimer
BalanceMaster Inc. disclaims all other warranties, expressed or implied, including but not limited
to, any implied warranties of merchantability, fitness for a particular purpose and non-
infringement. BalanceMaster Inc. shall not be liable for any direct, indirect, consequential,
exemplary, punitive or incidental damages arising from any cause even if BalanceMaster, Inc.
has been advised of the possibility of such damages.

48 Copyright
Complying with all applicable copyright laws is the responsibility of the user. This software may
be used on a single computer and is licensed to a single user. You are allowed to make one (1)
backup copy of this software. Illegal distribution and/or copying of this software will be pursued to
the fullest extent of the law.

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