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Shaft Alignment & Balancing

How precision shaft alignment and rotor balancing protect bearings, seals and couplings on rotating machinery — from straightedge checks to laser alignment and field balancing. For maintenance technicians, fitters and reliability engineers.

52m
Total time
4
Competency levels
12
Lessons

What you'll learn

  • Explain how misalignment and unbalance shorten the life of bearings, seals and couplings
  • Distinguish angular from parallel (offset) misalignment and recognise their vibration signatures
  • Compare alignment methods — straightedge, dial indicators, laser — and their accuracy trade-offs
  • Carry out pre-alignment checks for soft foot, pipe strain and runout before correcting alignment
  • Apply thermal growth offsets and speed-based tolerances when setting alignment targets
  • Describe the causes and symptoms of unbalance and the concept of single-plane field balancing

Curriculum

Progress through each competency level in order.

1

Awareness

  • Why alignment and balance matter
    Knowledge
    3m
  • Angular and parallel misalignment, and what unbalance feels like
    Knowledge
    2m
  • Awareness check: alignment and balance basics
    Assessment
    7m
2

Knowledge

  • Alignment methods: from straightedge to laser
    Knowledge
    2m
  • Pre-alignment checks: soft foot, pipe strain and runout
    Knowledge
    3m
  • Knowledge check: methods and pre-alignment checks
    Assessment
    8m
3

Skill

  • Thermal growth, tolerances and the balancing concept
    Knowledge
    3m
  • Perform and document a precision alignment
    Assignment
    3m
  • Skill check: targets, tolerances and corrections
    Assessment
    8m
4

Mastery

  • Building a precision alignment and balancing standard
    Knowledge
    2m
  • Lead an alignment and balancing improvement
    Assignment
    3m
  • Mastery assessment: precision maintenance leadership
    Assessment
    8m

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