Balancing workflow

From vibration measurement to verified correction

The software returns a mass and an angle in seconds, but the result rests on everything around it: the same operating condition in every run, securely fixed weights, sensors that never move and a final verification run.

Manual review: 8 September 2026

Field balancing setup with Balanset equipment connected to rotating machinery
Field balancing setup with Balanset equipment connected to rotating machinery

Direct answer

How does field balancing work?

The instrument compares vibration amplitude and phase before and after a known trial weight. From the rotor response, the software calculates the mass and angular position of the permanent correction.

Illustrated Balanset-1A procedure

Two-plane balancing, step by step

This example uses real screens and photographs from the Balanset-1A workflow. The exact interface may differ slightly by software version; follow the labels displayed in your installed program.

Before you beginThis method is intended for a mechanically sound rigid rotor that can be run safely at a repeatable speed.

Checked on 8 September 2026: local Balanset-1A software 2.3.7.0 manual, two-plane new-rotor procedure with removable trial weights. Screens show the 2.3 interface family; physical setup photos illustrate the same measurement sequence. Earlier online manual.

  1. 01

    Inspect the machine and repeat the initial measurement

    Inspect the rotor, bearings, fasteners, drive and guards before running. Resolve mechanical defects first. Stop and isolate the machine before touching sensors or weights.

    Open F5 Vibration Meter. Compare overall RMS (Vs), the 1× component (Vo), phase (F) and RPM. A large 1× component alone does not prove imbalance. Confirm stable, repeatable operating conditions.

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  2. 02

    Install sensors and a stable phase reference

    Mount the two vibration sensors rigidly at the bearing supports, recording their positions and directions. Connect Ch1/Ch2 and Tacho (X1/X2/X3 on older units). Keep cables clear of rotating parts.

    Aim the laser tachometer at one reflective mark. Check its signal and RPM before proceeding. The reflective mark is the phase reference, not automatically the correction-angle origin.

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  3. 03

    Select two planes and enter the trial parameters

    In software 2.3.7.0, select F3 Two-plane, then F6 Balancing. F4 Settings selects the modern or classic form. Balanset-1A supports at most two planes in either form.

    Start a new-rotor calculation. Enter the actual trial mass and radius for each plane, the mounting method and an appropriate tolerance. This example removes trial weights: keep “Leave on rotor” unchecked.

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  4. 04

    Run 0: measure without a trial weight

    Restore guards and run at the selected safe speed and load without a trial weight. Wait for stable readings, select the initial Run 0 card and start measurement with F7.

    Save RPM, amplitudes and phases for both channels. If conditions change during capture, correct the setup and repeat the initial run. The photograph illustrates the physical setup; it does not define a target vibration value.

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  5. 05

    Run 1: trial weight in plane 1

    Stop and isolate the machine. Secure the recorded trial weight at the recorded radius in plane 1. Mark its angular position. Restore guards, repeat the operating condition and measure Run 1 with F7.

    The manual suggests an observable response of about 20% in amplitude or 30° in phase. Use this only as a sensitivity guide within safe attachment limits. A weak or unstable response requires review, not an arbitrary increase in mass.

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  6. 06

    Run 2: remove the first trial weight and test plane 2

    Stop and isolate the machine. Remove the plane 1 trial weight. Fit the recorded plane 2 trial weight at its recorded radius and mark its position. Check the software mass and retention settings.

    Restore guards and repeat the same speed and load. Measure Run 2 with F7. The program calculates the correction after the last trial measurement; inspect any warning before using the result.

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    Read the correction mass and angle

    After Run 2, open “Show Polar Graph” in the classic form or “Show Polar” in the modern form. Each circle represents one correction plane, viewed from the end of the rotor.

    • Correction mass, g: the weight to install in that plane.
    • Angle: where to install it. Start at the trial-weight position in the same plane and follow the direction of rotation.
    • The marker on the circle shows that position. Check the rotation arrow and the Add / Remove setting before using the result.

    The manual example below shows 3.910 g at 119° in plane 1 and 1.200 g at 210° in plane 2. Use the values calculated for your own rotor, not these example numbers.

    Polar diagram with correction mass and angle for each of the two planes
    Polar graph from the Balanset-1A 2.3.7.0 manual. Add-mass mode.
  7. 07

    Install the calculated correction

    Stop and isolate the machine, then remove the remaining trial weight for this removable-weight procedure. Check add/remove mode and the units of the result.

    In each plane, measure the correction angle from that plane’s trial-weight position in the direction of rotation. Use the specified radius. If the radius changes within the same plane, recalculate the mass. Secure the correction and restore all guards.

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  8. 08

    Run T: verify and save the report

    At the same controlled speed and load, select Run T and measure with F7. Check residual 1× vibration and unbalance against the selected acceptance criterion; also review overall vibration.

    Save the report with the machine identification, setup, before/after readings and tolerance. Further correction after Run T is additional to the current rotor state and needs another verification. The screenshot is a manual example, not a guaranteed field result.

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Calculation and verification

The calculation depends on the measurement

The software calculates correction mass and angle from the recorded runs. The operator checks machine safety, repeatability, weight attachment and the acceptance criterion.

  • First balancing guided by the software, step by step
  • Saved coefficients: a new initial measurement and a final verification run
  • Report, archive and ISO 1940 balancing tolerances included

Safety is a given: stop and lock out the machine before touching the rotor; guards and weights secured before every run.

Balanset-1A dual-channel measurement unit and connected cable

Selection support

Not sure which system fits your machine?

Just write what machine you have — a fan, a crusher, a pump, anything that rotates. Our engineers will take it from there and confirm the right setup before you order.

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