Balancing assembled rotors or armatures

This standard identifies the competences you need to carry out static or dynamic balancing of rotor or armature assemblies, in accordance with approved procedures. You will be required to balance rotors or armatures from single-phase motors, three-phase motors or alternators. You will be required to carry out balancing tasks, select balancing equipment and tools and to produce balanced rotors or armatures to specification.

Your responsibilities will require you to comply with organisational policy and procedures for the balancing activities undertaken and to report any problems with these activities or with the tools and equipment used that you cannot personally resolve, or are outside your permitted authority, to the relevant people. You will be expected to work with a minimum of supervision, taking personal responsibility for your own actions and for the quality and accuracy of the work that you carry out.

Your underpinning knowledge will provide a sound understanding of your work and will provide an informed approach to applying balancing procedures to rotors or armatures. You will understand the electrical equipment being worked on, the balancing equipment to be used and the various balancing procedures, in adequate depth to provide a sound basis for carrying out the activities to the required specification. In addition, you will be expected to review the outcome of the balancing activities, to compare the results with appropriate standards, to determine the action required and to record and report the results in the appropriate format.

You will understand the safety precautions required when carrying out the balancing activities. You will be required to demonstrate safe working practices throughout and will understand your responsibility for taking the necessary safeguards to protect yourself and others.

---

1. work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
2. select and maintain tools, equipment and materials for the tests
3. follow the appropriate procedures to carry out the required tests, using appropriate tools and equipment
4. set up and carry out the tests using the correct procedures and within agreed timescales
5. record the results of the tests in the appropriate format

6. review the results and carry out further tests if necessary

7. deal promptly and effectively with problems within your control and report those that cannot be solved

8. ensure that work records are completed, stored securely and available to others, as per organisational requirements
9. leave the work area in a safe condition on completion of the activities, as per organisational and legal requirements

---

1. the specific safety precautions to be taken whilst carrying out the  activities (including any specific legislation, regulations or codes of practice relating to the activities, equipment or materials)
2. the health and safety requirements of the work area  and the activities, and the responsibility these requirements place on you
3. the hazards associated with  the activities, and how to minimise them and reduce risks
4. the personal protective equipment and clothing (PPE) to be worn during the activities
5. how to obtain and interpret drawings, physical layouts, specifications and other documents needed in the balancing activities
6. types of balancing equipment to be used and their selection for particular types of rotor/armature (to include both static and dynamic types of equipment)
7. the basic principles of static and dynamic balancing
8. how to ensure that the balancing equipment is maintained and correctly calibrated, in accordance with the appropriate organisational procedures
9. how to set up the balancing equipment in readiness for the balancing operations
10. how to connect the appropriate balancing equipment for the measurement of static and dynamic balance
11. the importance of levelling during the balancing operations
12. why it is important that all rolling surfaces of balancing machines are clean, free of damage and lubricated
13. how to display/record balancing results and the documentation to be used
14. how to interpret the value and significance of the balance/unbalance readings
15. the maximum residual unbalance permitted in the rotor or armature assemblies
16. how to identify the area of the assembly that is out of balance
17. the methods that can be used to add or remove weight to bring the assembly into balance
18. the importance of ensuring that balancing equipment is used only for its intended purpose and within its specified range and limits
19. problems or errors that may occur, which could affect the balancing results and how they can be avoided
20. the environmental control and company operating procedures relating to the balancing activities
21. the extent of your own authority and whom you should report to if you have problems that you cannot resolve
22. how to access, use and maintain information to comply with organisational requirements and legislation

---

---

1. Carry out all of the following activities, during balancingoperations:

   1. use the correct drawings, specifications or job  instructions

   2. adhere to health and safety regulations, systems and procedures to realise a safe system of work

   3. ensure that components are free from damage, foreign objects, dirt or other contamination
   4. check that all tools and equipment are within calibration date, where appropriate
   5. use safe and approved techniques to balance assembled rotors or armatures
   6. leave the work are in a safe and tidy condition

2. Carry out balancing activities on two of the following types of electrical assemblies:

   1. rotors
   2. armatures
   3. other rotating electrical assemblies

3. Carry out balancing of rotor or armature assemblies, using one of the following methods:

   1. static balancing       
   2. dynamic balancing

4. Prepare for the balancing operations by carrying out all of the following:

either:

1.  obtaining the appropriate balancing knives
2.  levelling the balancing knives
3.  mounting and setting the rotor or armature on a suitable mandrel (where appropriate)
4.  placing the assembly on the balancing knives
5.  rotating and checking the assembly for unbalance
6.  marking the position of the unbalance
7.  adding or removing material to produce a balanced assembly
8.  rechecking and confirming that the assembly is within the balance specification  

or:
9. obtaining the appropriate dynamic balancing equipment
10. checking that the equipment is set up and functioning correctly
11. mounting and setting the rotor or armature on a suitable mandrel (where appropriate)
12. securing the assembly on the balancing machine
13. spinning the assembly and checking the gauges for unbalance
14. marking the position of any unbalance
15. adding or removing material to produce a balanced assembly
16. rechecking and confirming that the assembly is within the balance specification

5. Balance rotating electrical assemblies to one of the following quality and accuracy standards:

   1. organisational requirements
   2. customer requirements

   3. current industry standards, codes of practice and     procedures

   4. other international standards

---

---

---

---

---

---

---

---

2

---

2023

---

Current

---

Original

---

Semta

---

SEMEEE3-29

---

Engineering, Engineering and Manufacturing Technologies, Engineering Technicians, Maintenance Team Technician, Manufacturing Technologies, Production and Process Engineers

---

3113

---

Engineering; electrical; electronic; balance; rotors; armatures; assembled; static; dynamic; equipment

---