Summary of Contents for PRÜFTECHNIK OPTALIGN smart RS5 BT
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RS5 BT. This ® OPTALIGN smart RS5 BT handbook sets out to help the user work through the meas- urement system with the required ease. It is meant to be a quick learning tool that hopefully should make compelling reading.
OPTALIGN smart RS5 BT handbook Foreword OPTALIGN smart RS5 BT is a precision shaft alignment system that combines the proven OPTALIGN smart computer with the technical capabilities of a new and faster 5-axis technology sensor with integrated Bluetooth. This powerful wireless communication laser alignment system is used in most industrial environments.
ALI 12.015-RS5R is the standard OPTALIGN smart RS5 BT package. For details of other available OPTALIGN smart RS5 BT stand-alone and add-on packages, please contact your local PRÜFTECHNIK sales representative. Note All optional items and features are highlighted in this handbook using the ‘OPTIONAL’...
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OPTALIGN smart RS5 BT handbook ALI 12 .651-I OPTALIGN smart charger (universal) ALI 3 .901 RS5 BT sensor ALI 3 .910 RS5 laser ALI 3 .953 RS5 BT sensor charger (universal) ALI 3 .952 Micro USB cable (for charging sensor) ALI 3.901...
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OPTALIGN smart RS5 BT packages ALI 12 .502-2 PC cable for OPTALIGN smart computer ALI 12 .503 USB cable for peripherals ALI 17 .451 USB memory stick with ARC 4 .0 software and product literature ALI 2 .118 Small chain-type bracket [Note that the OPTALIGN smart RS5 package contains 2 no .
OPTALIGN smart RS5 BT packages 1.2 OPTALIGN smart RS5 BT package ALI 12.015-RS5 In this package, the OPTALIGN smart computer is powered using 6 ‘AA’ size alkaline batteries contained in the battery housing ALI 12.600. The rest of the standard items are the same as those in the package ALI 12.015-RS5R but without the OPTALIGN...
2.1 Safety notes OPTALIGN smart RS5 BT is to be used in industrial environments only for shaft alignment. Care must be taken to ensure that the instrument is not subjected to mechanical knocks. OPTALIGN smart RS5 BT must be operated only by properly trained personnel.
OPTALIGN smart RS5 BT handbook 2 .1 .4 Laser safety OPTALIGN smart RS5 BT system uses the RS5 laser ALI 3.910. According to IEC 60825- 1:2007, RS5 laser is classified as a Class 2 laser product. The laser complies with 21 CFR 1040.10 and 1040.11 except for deviations pursuant to Laser Notice No.
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2 .2 .7 Disposal Any waste electrical and electronic parts of the OPTALIGN smart RS5 BT system including memory sticks must be disposed off in accordance with the WEEE (Waste Electrical and Electronic Equipment) Directive. Such parts must be taken...
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OPTALIGN smart RS5 BT handbook 2 .2 .8 Component labelling Labels used in communicating laser safety and other general information are to be found on the system component housings affixed as shown below. The laser beam hazard symbol label is affixed at the front of the RS5 laser head.
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Component labelling This label is located at the back of the OPTALIGN smart computer battery housing. The OPTALIGN smart Type S.No. computer identification label is located at the bottom of the computer.
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Introducing OPTALIGN smart RS5 BT Chapter 3: OPTALIGN smart RS5 BT – Description 3.1 Description 3 .1 .1 OPTALIGN smart computer keyboard at a glance The computer possesses three function keys. — The ‘Dimensions’ key is used to initiate entry of machine dimensions.
OPTALIGN smart RS5 BT handbook 3.2 Computer power supply The OPTALIGN smart computer ALI 12.200 is powered using six standard ‘AA’ size alkaline batteries contained in the battery housing ALI 12.600. The rechargeable battery OPTALIGN smart computer option is powered using a 7.4 V 2.5 Ah Lithium-ion rechargeable battery ALI 12.601 (optional), which is to be charged...
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Introducing OPTALIGN smart RS5 BT If you are using the standard ‘AA’ size batteries, it is recommended to replace all of them together. Note the battery polarity when inserting them in the housing ALI 12.600. Used batteries should be disposed of in an environmentally responsible manner...
OPTALIGN smart RS5 BT handbook To mount a plug, push the latching nipple in the forward direction [ ] as indicated by the arrow on it then slip the plug into the protruding prongs and slide it to the left until it latches.
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Introducing OPTALIGN smart RS5 BT Under no circumstances may the two smaller housing hex head screws be removed, as that would void all warranty coverage. Used batteries should be disposed of in an environmentally-sound manner! CAUTION RS5 laser ALI 3 .910 “Beam active”...
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OPTALIGN smart RS5 BT handbook 3 .3 .3 RS5 BT sensor ALI 3 .901 The sensor has an integrated Bluetooth, and contains two position detectors, which measure the exact position of the laser beam as the shafts are rotated. The sensor also contains an electronic inclinometer for shaft rotation measurements.
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Introducing OPTALIGN smart RS5 BT 3 .3 .4 Sensor LEDs Activity Laser beam adjustment and charging LED Bluetooth communication LED Switch on Lights up red for 1 second, then red or green Lights up blue for 1 second then turns off...
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OPTALIGN smart RS5 BT handbook 3 .3 .6 Powering the sensor using OPTALIGN smart computer If required, the sensor may be powered via OPTALIGN smart computer. If the sensor capacity is not sufficient to complete a measurement power the sensor as follows: 1.
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Introducing OPTALIGN smart RS5 BT 3 .3 .7 Opening the RS5 BT sensor/RS5 laser aperture Opening the RS5 BT sensor or the RS5 laser aperture functions in a similar manner. In the following example, images of the RS5 BT sensor are used.
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OPTALIGN smart RS5 BT handbook 3 .3 .8 Mounting and dismounting the universal charger ALI 3 .953 The universal charger ALI 3.953 is used to charge or power RS5 BT sensor. The charger comes with four different regional plugs. The available plugs are for the Euro zone, the US, Australia and the UK.
‘Horizontal machine alignment’. Other bracket types are also available. Contact PRÜFTECHNIK Condition Monitoring or your local representative for details on additional accessories. OPTALIGN smart RS5 BT package with rechargeable battery computer ALI 12.015- Note RS5R items are shown in section 1.1.
Getting started Chapter 4: Getting started 4.1 Set-up 1. Prepare the machines by making certain that they are locked out, tagged out and all necessary safety precautions have been taken. Refer to section 5.4 for 2. Mount brackets, sensor, and laser. The RS5 BT sensor should be mounted on details on mounting the right machine (usually movable).
OPTALIGN smart RS5 BT handbook 4.2 Set RS5 BT sensor as default 1. Press twice to show the expanded menu, then use the highlight ‘Configuration’. 2. Confirm selection by pressing , and then use the navigation keys and highlight the ‘Default settings’ icon.
Getting started The type of sensor used may also be set via the “Dimensions” screen context menu item ‘Change sensor type’. 4. Use and highlight the option RS5 BT. Confirm selection by pressing 4.3 Enter dimensions Press to access the machine dimensions screen. Use the data entry keys to directly enter all required dimensions.
OPTALIGN smart RS5 BT handbook 4.4 Wireless measurement Initially switch the laser on by pressing its On/Off push button switch. Open the laser Refer to section 5.9. for aperture and then adjust the laser beam onto the sensor dust cap center by repo-...
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Getting started Confirm selection by pressing . The selection window below appears. With the item ‘Press Enter to scan for sensors’ highlighted, press to scan for sensors within the neighbourhood. Make sure the sensor is switched on. Note Once detected, the sensor is selected automatically.
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OPTALIGN smart RS5 BT handbook Laser Open the sensor aperture then center the laser dot on target using the two yellow fine adjustment thumbwheels. Position the laser dot at the center of the target square or as near the center as possible. The blue OPTALIGN smart computer alignment condition LED lights up and the green LED on the sensor blinks slowly.
Getting started Press to finish measurement. 4.5 Results Press to view alignment results. The ‘all-in-one’ results screen activated under ‘Shaft settings’ shows both vertical and horizontal coupling and foot results. Coupling results are given in the form of gap and offset. Gap is positive when open at the top or side away from viewer.
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OPTALIGN smart RS5 BT handbook Vertical position results ( the ‘OK’ smiley indicates alignment within tolerance but can be improved by aligning the machine to obtain a happy smiley ) Horizontal position results ( a sad “smiley” indicates alignment out of tolerance) Both vertical and horizontal results show the foot position relative to the centerline of machine designated stationary.
Getting started 4.6 Context menu items A useful feature in OPTALIGN smart computer is the availability of display screen related context menu items for each individual screen. Useful menu items that include accessing the “Configuration” screen to configure the computer, as well as turning the computer off, can be accessed via the context menu that appears when pressed at any time.
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Horizontal shaft alignment Chapter 5: Horizontal machine alignment 5.1 Preparing for the alignment procedure Before using the system, prepare the machine for alignment as described below. Make sure machines are locked out and tagged out and cannot be started accidentally or deliberately while you are working on them! WARNING 5 .1 .1 Solid, flat foundation A solid, rigid foundation is required to obtain correct, lasting shaft alignment that...
Refer to sections 5.16 – 5.17 on soft foot. 5.3 Mount the brackets OPTALIGN smart RS5 BT system is delivered with fully assembled brackets, and with the RS5 laser, RS5 BT sensor already assembled. In this case, the bracket holding the RS5 laser is mounted on the shaft on the left side of the couplings Note or the solid coupling hub on the left side.
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Horizontal shaft alignment 5 .3 .1 Bracket mounting procedure To fit the compact chain brackets, refer to the diagram shown below and follow the instructions carefully. 1. Choose the shortest support posts which will still allow the laser beam to pass over or through the coupling.
OPTALIGN smart RS5 BT handbook 5.4 Mount laser and RS5 BT sensor 1. Mount the RS5 BT sensor on the support posts of the bracket fixed on the shaft of the right machine (usually moveable machine). The yellow locking knobs should be loose enough to allow the sensor slide onto the support posts.
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Horizontal shaft alignment Both the sensor and laser should be at the same height, as low as possible, yet high enough for the beam to clear the coupling flange. They should also visually appear to be rotationally aligned to each other. Make the final adjustments, loosening the brackets slightly if necessary, then rotating them, and retightening.
OPTALIGN smart RS5 BT handbook 5.5 Switch the computer on and start application Switch on the computer by pressing . The system beeps followed by the flashing of the blue LED. Shortly afterwards, the shaft alignment machine dimensions screen appears.
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Horizontal shaft alignment The dimensions to be entered vary according to machine and type of coupling. In a standard horizontal alignment application enter dimensions as follows: 5 .6 .1 Coupling center to sensor Distance marking This is the distance between the marking on top of the sensor and the coupling center. Should there be need to edit the value, simply highlight it using the navigation keys, then use the data entry keys to edit the value directly.
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OPTALIGN smart RS5 BT handbook 5 .6 .6 Entering negative dimensions In certain circumstances or unusual machine configurations, negative dimensions may also be entered where needed, such as coupling center-to-front foot (right machine) when this foot is in front of the coupling center, or coupling center to sensor if the...
Horizontal shaft alignment 5.7 Machine set-up All machine elements may be accessed within the dimensions screen using the navigation keys. Pressing while in the dimensions screen reveals the menu items shown in the next screen. The expanded sub-menu with the items ‘Flip machines’, ‘Horizontal train’...
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OPTALIGN smart RS5 BT handbook ‘Train orientation’ is used to flip machines (see ‘Flipping machines’ section 5.8) or to select either a vertical or horizontal machine train orientation. For instance, you may wish to select ‘Vertical train’ for vertical flange-mounted machines.
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Horizontal shaft alignment to scroll through the available machine type graphics. Following machine graphics are available: pump, motor, gearbox and a generic standard machine. If you need to change the orientation of the machine graphic use Parameters that can be edited for moveable machines include: fixation...
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OPTALIGN smart RS5 BT handbook 5.7.1.2 Editing machine name To edit the machine name, use to highlight the context menu item ‘Enter name’. Confirm selection by pressing . The editing box appears and the machine name may be edited. When entering names that...
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Horizontal shaft alignment Use the navigation keys to highlight the ‘feet pair’ where thermal growth is to be entered. The editing box appears when any data entry key is pressed. Use the data entry keys to enter the thermal growth value in the vertical orientation, cycling through the feet pairs using the navigation keys.
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OPTALIGN smart RS5 BT handbook to highlight the context menu item ‘Horizontal thermal growth’ then press to confirm selection. The horizontal thermal growth view opens. Now proceed to enter values as described for vertical orientation previously. The editing box may also...
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Horizontal shaft alignment Alternatively, with the context menu open, press followed by disenable thermal growth values. to highlight the context menu item ‘Thermal growth’ then use switch to the submenu pane. Highlight the submenu item ‘Disable’ using then confirm disenabling values by pressing Thermal growth values may be enabled from this screen once again by pressing...
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OPTALIGN smart RS5 BT handbook Thermal growth is calculated as follows: 1. Access the “Thermal growth” screen for the machine whose thermal growth requires calculating as described previously. 2. Press while on the screen. The context menu appears. Use highlight the context menu item ‘Thermal growth calculator’.
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Horizontal shaft alignment 6. Confirm selection by pressing Use the navigation keys to highlight the respective value boxes and enter directly, the ambient temperature, the machine running temperature and the distance from machine base to the shaft centerline using the data entry keys. In the example opposite, the motor material is cast iron, the ambient temperature is...
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OPTALIGN smart RS5 BT handbook 5 .7 .4 Coupling properties Coupling properties are entered and edited in the same manner as machine properties. Use the navigation keys to highlight the coupling. With the coupling highlighted, pressing reveals the coupling parameters that can be edited.
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Horizontal shaft alignment 5.7.4.1 Editing coupling targets To enter coupling target values, use to highlight the context menu item ‘Targets’ then press . The “Coupling targets” screen appears. The editing box may also Carefully observe sign be opened by highlight- convention (+ and -) ing a value position using when entering target...
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OPTALIGN smart RS5 BT handbook Type of coupling selected in this example is cardan. If the coupling type selected is spacer shaft or short flex, it is possible to set the coupling results format directly from the machine dimensions screen.
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Horizontal shaft alignment Offset B / Offset A Gap B / Gap A Total Gap / Offset at Total Gap / Offset at Alpha / Beta Left Coupling Right Coupling Total Angle / Offset at Total Angle / Offset at Left Coupling Right Coupling Coupling results formats for spacer shafts, short flex coupling and cardan shafts may...
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OPTALIGN smart RS5 BT handbook 5 .7 .5 User defined tolerances It may be necessary to specify individual tolerances. These user defined tolerances may either be “symmetrical” or “non-symmetrical”. In “symmetrical” tolerances, the tolerance value for the horizontal and vertical planes are equal. In “non-symmetrical”...
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Horizontal shaft alignment In this example, the active tolerances are the “symmetrical” user defined values which have already been defined. The ‘user’ button in the lower frame is yellow. The system tolerance table is deactivated as can be seen from the grayed The ‘user’...
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OPTALIGN smart RS5 BT handbook The entered user defined values (for both “symmetrical” and “non-symmetrical” types) are independent of rpm. When these values are enabled, that is when the ‘user’ button in the bottom frame is yellow, they override the system tolerance table.
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Horizontal shaft alignment If tolerances are already disenabled, a “no” symbol ] appears instead of the tick [ ]. Tolerances may be enabled directly by highlighting and the pressing to confirm selection. To disenable tolerances directly, use the navigation keys and highlight the tick [ and then confirm selection by pressing 5 .7 .6 Tolerance table The “Tolerance table”...
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OPTALIGN smart RS5 BT handbook The new rpm is now applied in the machine set-up. Other menu items related to tolerances may be accessed via the context menu which is opened by pressing from the “Tolerance table” screen. The context menu item ‘User tolerance’ is used to set user defined gap and offset tolerance values.
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Horizontal shaft alignment 5 .7 .7 Entering coupling target values as dial indicator readings Coupling target values given in terms of dial indicator readings can be entered into OPTALIGN smart computer for conversion to gap and offset. If the function coupling targets is enabled, the converted values are automatically taken into account when determining the alignment condition.
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OPTALIGN smart RS5 BT handbook ß Press to access the “Targets as dial gauge values” display then enter the dial indicator values in the respective value boxes using the data entry keys and confirming each entry by pressing ß Press to display the target values, including any bracket sag amounts entered in terms of gap and offset.
Horizontal shaft alignment The “Coupling targets” screen context menu may be used to disenable coupling targets if desired. The screen context menu is Targets may also be disenabled directly from accessed by pressing The context menu and the screen by highlight- ing the tick [ ] and submenu items available...
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OPTALIGN smart RS5 BT handbook Situations where the machine positions on screen require rearranging often occur when using predefined machine templates or during set-up (as can be seen in the previous illustration). 1. Press while in the “Dimensions” screen, then use the navigation keys and highlight ‘Train orientation’...
Horizontal shaft alignment The pump which is the stationary machine has now been flipped to the right hand side but still remains the stationary machine. 4. Ensure the laser is mounted on the machine on the left, then check the distance between the sensor to coupling center.
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OPTALIGN smart RS5 BT handbook Laser beam adjustment It is highly recommended that before mounting RS5 laser the laser on its bracket, both yellow adjustment thumbwheels be brought to the approximate center of their travel range. This will ensure that the beam...
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Horizontal shaft alignment 5 .9 .1 Establishing wireless communication 1. Switch the RS5 BT sensor on by pressing its On/Off push button switch. 2. Press to access the OPTALIGN smart computer measurement screen. 3. While in the “Measurement” screen, press then use highlight the context menu item ‘Sensor selection’.
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OPTALIGN smart RS5 BT handbook 5. With the item ‘Press Enter to scan for sensors highlighted, press to scan for sensors within the neighbourhood. Make sure the sensor is switched on. Once detected, the sensor is selected automatically. 6. If the laser beam has been correctly adjusted [as shown above right], you may...
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Horizontal shaft alignment 5 .9 .2 Centring the laser beam dot If the laser beam is not centered, use the screen hints to center the laser beam on the position detector. ‘Laser off’ displayed when Blue Green/Orange/Red laser beam is out of range –...
OPTALIGN smart RS5 BT handbook 5.10 Take measurements Once the beam is centered, such that the laser dot on the display screen is at the center of the crosshair and the blue OPTALIGN smart computer LED is lit, measure- ment may be started. The standard measurement mode is the Continuous Sweep method.
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Horizontal shaft alignment Rotate the shafts a full turn or as far as possible. A minimum rotation of 70° is required. Remember not to touch mounted components! It is advised to turn shafts in the same direction as the machine normally rotates, in case the shafts shift from their normal seating in the bearings.
OPTALIGN smart RS5 BT handbook 5.11 Results 5 .11 .1 Coupling results and feet positions The following display shows the measured alignment condition along with numerical values for the coupling and actual machine feet positions. This complete alignment condition screen appears only when the option ‘All-in-one results’...
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Horizontal shaft alignment If no in-house standards or specifications from the coupling or machine manufacturer are available, the computer alignment condition LEDs and the smiley provides a tolerance check based on standard industry norms. If the measured alignment falls within acceptable tolerance, the green LED lights up. The blue LED lights up when the measured alignment falls within excellent tolerance.
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OPTALIGN smart RS5 BT handbook 5 .11 .3 Multiple feet results If measuring a six-foot machine, it is possible to determine the correction value of the middle pair of feet. Press when in feet results. to highlight the context menu item ‘Multiple feet calculator’.
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Horizontal shaft alignment 5 .11 .4 Results table The results table lists a maximum of three coupling result entries for currently selected set of machines. These three entries may include the current coupling results and the two most recent coupling results. The entries are in chronological order with the most recent result appearing at the bottom of the list numbered as current ( ‘Cur.’).
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OPTALIGN smart RS5 BT handbook The measurement details for each single results set may be displayed by highlighting the results set using then pressing Alternatively, use the context menu item ‘Measurement details’. With the desired results set highlighted, press then use to highlight the context menu item ‘Measurement details’.
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Horizontal shaft alignment 5 .11 .5 Alignment condition The ‘smiley’ symbol on the coupling results screen indicates the degree to which the measured alignment condition meets tolerances. The smiley face depicts either alignment within tolerance or out of tolerance and appears only when tolerances have been enabled (see section 5.7.4 ‘Coupling properties’).
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OPTALIGN smart RS5 BT handbook The tolerance table is accessed from the “Results” screen. Press to display the context menu. to highlight the context menu item ‘Tolerance table’, then press to confirm selection. The “Tolerance table” screen appears. If user defined tolerances are desired, use to toggle between the recom- Usage of “Tolerance table/...
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Horizontal shaft alignment With user defined tolerances now activated, press to view alignment results. The human bust icon next to the smiley indicates that the tolerances being currently applied are user defined tolerances.
The “Results” screen context menu item ‘Rotate view’ allows the user to view the machines, and subsequently perform Move corrections from either side without having to change the orientation of the OPTALIGN smart RS5 BT components. This function is particularly helpful when the machines can be accessed from both sides.
Horizontal shaft alignment The screen on the left shows the initial orientation as viewed by the user, while the screen on the right shows the orientation after the ‘Rotation view’ function has been applied. In the screen on the right, the machine designated stationary is now on the right hand side.
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OPTALIGN smart RS5 BT handbook 5 .13 .1 Shim first It is recommended to perform vertical corrections first, since the horizontal condition is easily affected by the process of loosening anchor bolts and inserting/ Note removing shims, whereas the vertical condition is less prone to being affected when performing horizontal moves.
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Horizontal shaft alignment 5 .13 .3 Horizontal and vertical Live Move The RS5 BT sensor technology allows Live Move corrections in both horizontal and vertical directions concurrently with the sensor at any angular position. Note The alignment corrections involving shimming and the lateral positioning of the machines can be followed in a real-time interactive display.
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OPTALIGN smart RS5 BT handbook If however the laser beam is not centered, use the available on-screen hints to center the laser beam. You could also use the ‘Move’ screen context menu item Note ‘XY view’ for this adjustment. Live Move resumes automatically once the laser beam has been centered.
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Horizontal shaft alignment 5 .13 .5 Lateral positioning using horizontal Live Move After making the vertical corrections, you may want to use the Live Move function to carry out horizontal corrections. 1. Press then use to select ‘Change view’ followed by ‘Horizontal’. 2.
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OPTALIGN smart RS5 BT handbook If desired you may toggle between the Horizontal and Vertical Live Move directions using Do NOT attempt to move the machine using heavy sledgehammer blows. This can cause bearing damage, and also produce inaccurate Move results. Jack...
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Horizontal shaft alignment 9. With the option to re-measure highlighted, press to confirm selection. The measurement mode is initialized. Recheck alignment by taking another set of measurements and viewing results. If they are in tolerance, then the machines are aligned. 5 .13 .6 Saving data and printing (See section 5.14.) 5 .13 .7 Finish alignment...
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OPTALIGN smart RS5 BT handbook 5 .13 .8 Points to observe during Live Move 1 . Have shafts accidentally moved (rotated)? The shafts, sensor and laser MUST remain steady during the entire Live Move procedure. Should the shaft move from the set position while in Live Move, the angle adjustment window comes up indicating the angle to which the shaft has rotated.
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Horizontal shaft alignment 3 . Soft foot If the machine suffers from excessive soft foot, the Live Move function may be hampered by the fact that the machine changes position on its own every time the bolts are loosened and tightened. Correct this before aligning. (See section 5.16 for details.) 4 .
OPTALIGN smart RS5 BT handbook 5.14 Saving data and printing Before switching off the OPTALIGN smart computer, dimensions, measurements, results and all settings can be saved for analysis, future use or record purposes in the computer’s non-volatile memory. Full file names with up to 32 alphanumeric characters are possible.
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Saving and printing 5 .14 .2 Printing reports Using the default printer type ‘PDF file’, measurement reports may be saved as a PDF to the approved memory stick ALI 17.451 then printed off any Windows printer or network printer without disconnecting or reconfiguring the printer. Reports can also be printed directly from the OPTALIGN smart computer to a printer.
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OPTALIGN smart RS5 BT handbook 5 .14 .3 Configuring printer If it is desired to print the report directly from the system, the printer settings must be set accordingly. This can be carried out from the “Print report” screen. Press use either to highlight the context menu item ‘Printer configuration’.
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Saving and printing to scroll through the available printers. Highlight a printer and press to confirm ß selection or use to exit the selection box. The top-most printer type [in this case the default printer type – ‘PDF file’ – may be selected by pressing to scroll through the available paper...
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OPTALIGN smart RS5 BT handbook select the colour in which the report will be printed. Selecting ‘Colour’ results in full colour reports, while ‘GrayScale’ results in black and white reports.
Quick check 5.15 Quick check measurement At some point, it may be necessary to check the alignment of a machine set that has been running long enough to reach its ‘steady state’ (‘hot’) operating condition. In that case, the system can be used to take quick alignment readings in a matter of a few minutes after the machines are shut off.
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OPTALIGN smart RS5 handbook 4. Proceed to enter the required dimensions. Missing dimensions are entered using the data entry keys and confirmed by pressing 5. Once all dimensions have been entered, the results screen appears. If however, the option The alignment results displayed depend on ‘All-in-one results’...
Soft foot 5.16 Soft foot Soft foot is the condition of machine frame distortion. Any cause that results in machine frame distortion when the machine is anchored to its foundation is a soft foot. Some of the principal causes are: ›...
OPTALIGN smart RS5 BT handbook Once foot movements have been established, the results are interpreted and translated into shim thicknesses to be placed under the feet. How straightforward this is, depends on the type of soft foot present. 5.17 Checking and correcting soft foot conditions The three main types are parallel soft foot, angular soft foot, and induced soft foot.
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Soft foot 7. If the laser beam is centered, the following “Soft foot” screen appears. 8. Press to continue with soft foot measurement ( proceed to step 8f). If however, the laser beam is not centered, the following “Soft foot” screen appears.
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OPTALIGN smart RS5 BT handbook The context menu item ‘Adjust laser’ may also be used to prompt the on-screen instructions. With the context menu displayed, use either to highlight the context menu item ‘Adjust laser’, then press to confirm selection.
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Soft foot ß 8e. After centering the laser beam, press to return to the soft foot screen. Press to proceed with measurement. If however, either of the two significant machine dimensions, ‘front foot-to-back foot’ and ‘sensor-to-coupling center’, are missing, the following hint appears. Note highlight ‘Yes’, confirming selection by pressing...
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OPTALIGN smart RS5 BT handbook The set soft foot tolerance is 0.06 mm (0.002”). The happy Smiley indicates that the measured soft foot is within tolerance and shimming corrections are not necessary. With the four foot values, the shimming corrections can be determined. Note that these values are saved in the file along with the dimensions, measurement and results, and appear in the printed report.
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Soft foot 5 .17 .1 Parallel soft foot correction If two diagonal values are roughly equal and significantly higher than the other two, parallel soft foot can be assumed as a first solution. 5 .17 .2 Angular soft foot correction If one value is significantly higher than the others, then angular soft foot can be suspected.
OPTALIGN smart RS5 BT handbook 5.18 Checking pipe strain The effects of pipe strain on shaft alignment can be measured using the system. This feature is used to check for strain from external sources acting on machines. The measured values are quantified in terms of offset and angularity. The values are combined for both the vertical and horizontal directions.
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Pipe strain With the ‘Next’ button highlighted, press to proceed. If the components have not yet been mounted, ensure that they are properly mounted. Make sure that both the sensor with integrated Bluetooth and the Note laser are switched on. You may refer to sections 5.4. With the ‘Next’...
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OPTALIGN smart RS5 BT handbook With the ‘Stop’ button highlighted, press to finish the first measurement. The instruction to loosen pipe flange bolts then appears. After loosening the pipe flange bolts, press with the ‘Next’ button highlighted. This prompts the start of the second measurement step.
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Pipe strain Proceed to take measurements as described in first measurement steps previously. Pipe strain results are automatically displayed after pressing with the ‘Stop’ button highlighted. Toggle between ‘Finish’ and ‘Print’ using the navigation keys. Confirm required option by pressing The pipe strain measurement is documented in the file measurement report and may also be saved as an individual pipe strain measurement report PDF file or printed directly from the system computer.
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Measurement modes Chapter 6: Alignment features 6.1 Measurement modes In addition to the standard ‘Continuous Sweep mode’, the system also offers Multipoint and Static measurement modes. The measurement modes are accessed via the measurement screen. Press access the measurement screen. While in the “Measurement” screen, press Use the navigation keys to select ‘Measurement mode’...
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OPTALIGN smart RS5 BT handbook 6 .1 .1 Multipoint measurement Note: To be able to carry This mode is used to measure shafts which are either difficult to turn continuously out measurements using or allow measurement only in certain rotational positions. The method can also be...
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Measurement modes Pressing the navigation keys positions the clock hour hand at the next 45° position. Press to take the first measurement point. After point is taken, rotate shafts to the next measurement position. Ensure shafts are accurately placed at the 45° position. Use the navigation keys to move the clock hour hand (red cursor line) on the display screen to the corresponding shaft position.
OPTALIGN smart RS5 BT handbook 6.2 Distinct measurement features 6 .2 .1 Extending the measurement range Gross misalignment of shafts or small angular misalignment over large distances can cause the laser beam to miss the detector surface during measurement. When this happens, ‘Laser end’...
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Extend measurement range CAUTION! Do not allow shafts to turn during this process. 3. Readjust the beam into the target circle using the yellow laser emitter adjustment thumbwheels. 4. On centering the laser dot, the blue system computer LED lights up. Press The adjusted beam position is automatically recorded and taken as the end point of the readjustment.
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OPTALIGN smart RS5 BT handbook 5. Continue measurement as before, rotating the shafts and pressing to take Note: The ‘Infinirange’ measurements at the desired positions. beam readjustment procedure (steps 1 – 5) The program includes the displacement of beam readjustment in its alignment cal- may be repeated as often culations.
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Resume/Averaging A different measurement mode can also be selected under ‘Measurement mode’ before starting to remeasure. Confirm selection by pressing 6 .2 .3 Resume The system provides the possibility to turn off the computer during measurement and resume with the last file opened. On switching the computer on, the measurement file loaded is the one that was last opened, provided it had already been saved.
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OPTALIGN smart RS5 BT handbook The number of individual readings which are averaged together to form one measurement are set via the measurement screen. Press while in the measurement screen. Use to highlight ‘Averaging’. Confirm selection by pressing The average setting can be changed from a minimum averaging of 0.5 seconds to a maximum averaging of 10.0 seconds.
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XY View 6 .2 .5 XY View Before measurement begins, the laser beam must be adjusted such that it strikes the detector surface. The beam should strike the detector as close to the center as possible. To facilitate adjustment, the height of the sensor and the laser should be aligned, and the brackets are rotationally aligned.
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OPTALIGN smart RS5 BT handbook to highlight ‘Relative coordinates’. Pressing to confirm selection sets the current laser dot position at 0,0 on both detectors. The adjusted beam position is set to ‘0,0‘ on both detectors to serve as a reference.
Machine train alignment Chapter 7: Special alignment applications This chapter deals with alignment of machines that require use of special procedures rather than those for the standard horizontal alignment. These special applications include: Machine trains (groups of three machines coupled together) Cardan drive machines Flanged machines (mounted vertically or horizontally) 7.1 Machine train alignment...
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OPTALIGN smart RS5 BT handbook 3. Configure the machine train as appropriate. The train elements appearing on the screen are shown highlighted on the train icon at the top right of the display. Pressing long enough moves the view of the train to the right or left respectively.
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Machine train alignment 7 .1 .3 Measurement 1. Use to select the coupling to be measured. 2. Ensure the laser is mounted on the left side of the selected coupling. 3. Remove the dust cap from the laser and switch it on. Leave the sensor dust cap 4.
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OPTALIGN smart RS5 BT handbook 7. Mount the laser and sensor across the next coupling. 8. While in the “Measurement” screen, press long enough to move to the next coupling to be measured. In this example, coupling 2 is measured using the Continuous Sweep measurement mode.
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Machine train alignment Vertical feet and coupling values at the coupling position between machines A and B Horizontal feet and coupling values at the coupling position between machines A and B Entire machine train overview with vertical feet and coupling values between machines A and B...
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OPTALIGN smart RS5 BT handbook Entire machine train overview with horizontal feet and coupling values between machines A and B Press and hold to jump to the next coupling in the train. Jumping from one coupling position to the next is carried out from results screen depicting two machines only.
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Machine train alignment Horizontal feet and coupling values at the coupling position between machines B and C Entire machine train overview with vertical feet and coupling values between machines B and C Entire machine train overview with horizontal feet and coupling values between machines B and C...
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OPTALIGN smart RS5 BT handbook 7 .1 .5 Move corrections After deciding on which pair of machines to move in a train, one may need to reinstall Machine pair to be and readjust the laser and sensor across the chosen coupling. Be sure to install the...
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Machine train alignment If the laser beam has not been centered, the laser adjustment guide appears on the screen. Use it to center the laser beam to highlight the machine to be moved, then press to confirm selection. If the laser beam is centered, Live Move starts automatically. Do NOT attempt to move the machine using heavy sledgehammer blows.
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OPTALIGN smart RS5 BT handbook Press to finish Live Move. A hint appears on the display requesting whether to repeat move or exit and remeasure. highlight action to be taken. Press to confirm selection. As the true position of shaft rotation axes can only be determined by rotating the...
This section describes the aligning of cardan shafts using the cardan shaft bracket lite ALI 2.874 SET iS used in conjunction with OPTALIGN smart RS5 BT system. Cardan drives are installed and operate with a large offset between the driver and the driven shaft.
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OPTALIGN smart RS5 BT handbook 3. Mount the bracket assembly to the coupling face of the non-rotatable shaft. If the coupling face has a raised rim, the precision machined spacers are used as shown [ ] in order to separate the bracket faceplate from the coupling face.
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Cardan drive machines 7 .2 .3 Mounting and adjusting the RS5 laser In this step, the laser beam is adjusted such that it is roughly colinear to the rotational axis of the laser holder assembly. 1. Slide the two black distance sleeves down the support posts. 2.
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OPTALIGN smart RS5 BT handbook RS5 laser adjustment tip: If the beam describes a circle rather than a dot at the target when rotating the laser holder assembly, then note how big the circle is and use the yellow adjustment thumbwheels to move the laser beam back by half the distance it Note has moved when rotating the laser holder assembly 180°...
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Cardan drive machines 7 .2 .4 Adjusting the RS5 laser beam to machine’s rotational axis In this step, the laser holder assembly is adjusted on the bracket such that the laser holder rotational axis is colinear with the rotational axis of machine to be aligned (which could be a motor or a gearbox).
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OPTALIGN smart RS5 BT handbook 4. Use the chain-type bracket or appropriate magnetic brackets to mount the RS5 BT sensor ALI 3.901 on the shaft of the machine to be moved (for instance the motor or gearbox) – (see below).
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Cardan drive machines 3. With the sensor aperture open, press and establish wireless communication (refer to ‘Wireless measurement’ section 4.4’). The laser beam location should be apparent in the adjustment screen. 4. Press . A context menu appears. Use the context menu item ‘Measurement mode’...
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OPTALIGN smart RS5 BT handbook 10. Repeat steps 8 and 9 to take measurements in at least three positions over at least 70° of rotation. (Taking more position measurements improves the reliability of results.) 11. When enough measurement points over at least 70° rotation have been taken,...
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Cardan drive machines Note that the angularity is displayed in degrees or mrad depending on the ‘Angle format units’ selected under ‘Shaft settings’ in the ‘Con- figuration’ menu (refer to section 8.2.7). 2. Cycle through the feet results using If a specific amount of offset between the machine shafts was desired and the laser...
OPTALIGN smart RS5 BT handbook 7.3 Vertical and horizontal flanged machines A typical vertical machine arrangement comprises one machine mounted on top of the other using a bolted flange. Flange-mounted machines can be situated vertically or horizontally. In either case, alignment corrections are made directly at the flange.
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Vertical flanged machines For circular housings, measure the circumference of the bearing housing and divide by eight. Use this distance to make eight evenly-spaced marks on the housing 0:00 10:30 beginning at your chosen start point. Number the points clockwise looking down onto the shaft with 0 as the first, followed by 1:30, 3:00, 4:30, 6:00, 1:30 9:00...
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OPTALIGN smart RS5 BT handbook 2. Confirm selection by pressing . The “Edit flange” screen appears. The parameters that can be edited are number of bolts, outer flange and bolt circle diameters. These parameters are highlighted using the navigation keys, and edited directly using the data entry keys.
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Vertical flanged machines While in the pattern pane, use to highlight required flange pattern, confirming selection by pressing 5. It is possible to select predefined bolt patterns. This option defines the number of bolts and their respective positions. › i) Press while in the “Edit flange”...
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OPTALIGN smart RS5 BT handbook › iii) Confirm bolt pattern selection by pressing 7 .3 .5 Enter dimensions ß Press to return to the dimensions screen. 1. Enter the coupling center-to-sensor distance. 2. Enter the coupling diameter. The default is 100 mm (or 10” depending on unit and language settings).
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Vertical flanged machines 4. Enter the RPM. The default is 1500. (1800 if units option is set to US units.) The flange configuration can also be edited from the above screen by highlight- ing the flanged machine then pressing Note To edit the flange configura- tion, use to highlight...
OPTALIGN smart RS5 BT handbook 7.4 Measure 1. Press and then establish wireless communication between the sensor and OPTALIGN smart computer ( refer to ‘Wireless measurement’ in section 4.4). For vertically oriented machine trains, Static measurement mode is selected automatically.
Vertical flanged machines A minimum of three measurement positions are required to obtain results, but it is recommended that a maximum number of measurement points be taken to Note improve the quality of results. 7.5 Results When measurement is complete, press to view results.
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OPTALIGN smart RS5 BT handbook In this example, the sad face smiley indicates that the flange needs to be adjusted in the 0-6 direction. The shimming correction value (0.91 mm) and the corresponding bolt (position 1) are highlighted automatically as shown.
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Vertical flanged machines The shimming mode to be applied is set using the “Flange corrections” screen context menu item ‘Change correction format’. The currently applied shimming mode appears on the header of the “Flange corrections screen. current shimming mode (+) The following options are available: Bolt correction (+) –...
OPTALIGN smart RS5 BT handbook Confirm selection by pressing . The shim corrections screen appears. 7.6 Machine alignment Alignment is carried out by correcting angularity and offset. 7 .6 .1 Correcting angularity 1. Loosen the flange bolts and lift the upper machine.
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Vertical flanged machines If for any given reason one would like to initially perform Live Move in a different view as presently displayed, the “Move” screen context menu item ‘Change view’ is used to select the required view. 4. Rotate shaft to any of the eight positions highlighted in green. These are 1:30, 3:00, 4:30, 6:00, 7:30, 9:00, 10:30 and 12:00.
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OPTALIGN smart RS5 BT handbook Use appropriate tools (e.g. levers) to position the machine. Take care not to let the shims slip out of place during lateral positioning. Note When machine is correctly positioned, tighten the bolts back down. Remeasure to check if the new alignment condition is within tolerance.
Configuration Chapter 8: Configuration and data management 8.1 Shortcut numbers OPTALIGN smart computer menu items are accessed using the navigation keys. The navigation direction is either upwards/downwards or sideways. Alternatively, use may be made of the data entry keys which provide navigation shortcuts. All context menu items are labelled with digits for quick access.
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OPTALIGN smart RS5 BT handbook Each item in the configura- tion screen can be opened by pressing the correspond- ing data entry key (e.g. pressing opens the “Shaft settings” screen). 8 .2 .1 Device settings The “Device settings” screen is opened by highlighting the ‘Device settings’ icon using the navigation keys then confirming selection by pressing .
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Configuration To turn the keyboard beep on/off, press . The on/off box appears. Use to select either ‘on’ (to enable the beep) or ‘off’ (to disenable the beep). Press confirm selection. The power scheme option is used to select setting that manages the power usage within the OPTALIGN smart computer.
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OPTALIGN smart RS5 BT handbook The capacity of the battery appears next to the battery level bar. ‘Resume policy’ allows the user to specify the measurement file that opens when the system computer is turned on. The system may be set to open the last used measurement file (‘Always resume last file’) or open a new measurement file (‘Resume...
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Configuration The item ‘Bluetooth’ is used to enable or disenable the Bluetooth capabilities of the OPTALIGN smart computer. To turn Bluetooth capabilities on/off, press with the item highlighted. The on/off box appears. Use to select either ‘on’ (to enable Bluetooth capabilities) or ‘off’ (to disenable Bluetooth capabilities), then press to confirm selection.
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OPTALIGN smart RS5 BT handbook Highlighting ‘Language’ using then confirming selection by pressing displays a list of the available country languages. Select the preferred country language using . Press to confirm selection. Highlighting ‘Time zone’ using then confirming selection by pressing displays the different time zones.
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Configuration ß Set the date using the data entry keys then confirm entry using either Alternatively, both date and time can be set using The format in which the date or time is displayed is set via the item ‘Date/time format’. to highlight the menu item ‘Date/time format’.
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OPTALIGN smart RS5 BT handbook Pressing with ‘Date/time format’ highlighted reveals a menu box with the items ‘Date format’ and ‘Time format’. Use to select either item, confirming selection by pressing The time format is used to set either the 12h or 24h notation. The selected notation is confirmed by pressing The date format is used to set dd-mm-yyyy or mm/dd/yyyy format.
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Configuration 8 .2 .3 Default settings The “Default settings” screen is opened by highlighting the ‘Default settings’ icon use the navigation keys then pressing to confirm selection. Alternatively, pressing while in the configuration screen to directly access the available settings. The screen is used to set specific default parameters.
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OPTALIGN smart RS5 BT handbook highlight ‘Default sensor’, and then press . The default sensor options appear. Use and highlight required default sensor, and the confim selection by pressing ‘Workflow assistant’ – used to determine the guidance steps required to carry out an alignment job.
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Configuration ‘Results resolution’ is used to set the results resolution at either ‘Normal’ or ‘High’. Alignment results and units used Result resolution normal Result resolution high Coupling results ( mm / mrad ) 2 decimal places x.xx mm 3 decimal places ( 1 µm res. ) x.
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OPTALIGN smart RS5 BT handbook In most cases, the system is delivered with Shaft Alignment application licenced for the default features level. The following features are available in the default features level: Continuous Sweep measurement mode Static measurement mode Dynamic tolerance table...
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Configuration to scroll through the features list. Missing features may be ordered from PRÜFTECHNIK Condition Monitoring. Please contact your local representative for ordering details. Note All missing optional features may be acquired in one go by ordering part number ALI 12.710 [All Additional Features]. To register any feature, press while in the “Licence manager”...
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OPTALIGN smart RS5 BT handbook Use the navigation keys to highlight the ‘Feature key’ and ‘Licence code’ boxes. Enter the received key and code values using the data entry keys. The feature is now activated and ready for use. 8 .2 .5 About application...
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Configuration The default printer type is ‘PDF file’. This option is used to save measurement reports as a PDF file directly to an approved USB memory stick. Four printing options can be set using ‘Printer configuration’. Type – Selecting ‘Type’ and then pressing displays a list with all supported printers.
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OPTALIGN smart RS5 BT handbook 8 .2 .7 Shaft settings The “Shaft settings” screen is opened by highlighting the ‘Shaft settings’ icon using the navigation keys then pressing to confirm selection. Alternatively, press while in the configuration screen to directly access the available settings. The screen is used to set specific shaft alignment parameters.
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Configuration 8.3 Data management OPTALIGN smart computer possesses an effective file and data management facility. The file and data management options are accessed by pressing twice. to cycle the cursor between the two panes. Note: By ‘cursor’, we are referring to the orange highlight bar.
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OPTALIGN smart RS5 BT handbook ‘Save file’ – This option is used to save the current file. If the file is new and does not yet have a name, use the data entry keys to enter the new file name in the editing box that appears.
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Configuration The following report options are available: Complete report – this option prints a complete report that includes machine graphics and measurement results in both numerical and graphical format. Graphical report – reports printed using this option display only graphical repre- sentation Text report –...
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Appendix Chapter 9: Appendix 9.1 Updating system to a newer firmware version System firmware updates are carried out using the especially approved PRÜFTECHNIK USB memory stick ALI 17.451. Note Check the PRÜFTECHNIK website [www.pruftechnik.com] to obtain the latest version. If in doubt, please contact your local representative or PRÜFTECHNIK Condition Monitoring.
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OPTALIGN smart RS5 BT handbook 9 .1 .2 Carrying out the firmware update The firmware update is carried out using the memory stick and the ‘short’ USB cable ALI 12.503. The actual update does not require a PC. Before starting the update verify that the USB memory stick has the following files on it.
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Appendix 4. The system beeps and the LEDs flash. A hint indicating the availability of a new firmware and the need to reboot the OPTALIGN smart computer appears. 5. When the hint above appears, press and hold down until the device reboots. The display goes dark.
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OPTALIGN smart RS5 BT handbook Do NOT turn off the device or remove the memory stick during the entire update process, which takes up to 10 minutes. Note 7. When the process is completed, the following hint appears on the display.
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Appendix 9 .1 .3 Checking the uploaded firmware version 1. After the opening dimensions screen appears, press then use the navigation and highlight ‘More’ -> ‘About’ 2. Press to confirm selection. The application information screen appears. The application details include the uploaded firmware version, the application build, currently loaded features among...
OPTALIGN smart RS5 BT handbook 9.2 Sensor firmware update Firmware updates for the RS5 BT sensor is carried out directly via OPTALIGN smart computer. If an RS5 BT sensor working with an older firmware version is connected to the OPTALIGN smart computer, a hint indicating that the sensor firmware requires updating appears on the display.
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Appendix 9 .2 .1 Checking sensor charge capacity The charge capacity of the sensor is checked from the “Measurement” screen. Use i/h and highlight ‘Exit’. Press e to confirm selection and exit the update wizard. In the “Measurement” screen, the sensor charge capacity is displayed by the battery icon and the percentage.
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OPTALIGN smart RS5 BT handbook Confirm selection by pressing e. The sensor firmware update wizard opens. It is strongly recommended that the sensor firmware update be carried out. Note Use i/h and highlight ‘Next’ then press e to proceed with the sensor firmware...
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Appendix After successful completion of the sensor update, the following screen appears. Reboot the OPTALIGN smart computer to resume with measurement. 9 .2 .3 Checking sensor firmware version The firmware version of the RS5 BT sensor may be checked at any time. To do this, proceed as follows.
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OPTALIGN smart RS5 BT handbook 6) Press to confirm selection. The current sensor information including the sensor firmware version is displayed.
Index Index Symbol 3-machine train ALI 12.723 123 Battery 3-machine trains 123 disposal 21 Battery housing ALI 12.600 18 Adjustment thumbwheels Battery icon yellow 70 sensor 73 ALI 2.118 Beam adjustment small chain-type bracket 7 crosshair 73 ALI 12.200 Bluetooth computer 5 on/off 159 ALI 12.201...
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OPTALIGN smart RS5 BT handbook Coupling position jumping 128 Infinirange 116, 118 Coupling target 57 In-house standards 63, 77 Inspection label 14 Data entry key system 13 numerical 155 IP65 Data storage 13 computer 13 Default measurement mode 164 IP classification 11...
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OPTALIGN smart RS5 BT handbook System language 160 System units 159 Safety and general information OPTALIGN smart RS5 DOC 12.601 8 Tape measure Safety data sheets ALI 3.589 7 magnetic brackets 27 Technical data Safety symbols 11 OPTALIGN smart RS5 187...
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