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Learn · maintenance practice

Shaft alignment: the practical guide

Nine short chapters, from why alignment matters to the order of work on site. Written for maintenance and reliability teams, in plain language, with original diagrams.

Offset (parallel) misalignmentAngular misalignmentoffsetmachine Amachine Bcentrelines are parallel but not in lineanglemachine Acentrelines cross at the coupling but at an angle
Misalignment is usually a mix of both, and it is measured in two planes: vertical and horizontal.

Start here

1. Why shaft alignment mattersTolerance, bearing life, seals, energy2. Soft foot: types, checks and fixesThe commonest cause of bad readings3. Readings that will not repeatFind what is moving4. Shims, washers and hold-down boltsThe hardware that holds the machine5. Couplings: backlash, runout and stiffnessWhat the coupling does to your numbers6. Shaft alignment procedurePre-alignment to final check7. Tolerances and thermal growthHow close is close enough8. Special casesBelts, trains, vertical, offset shafts9. Planning, foundations and costIs it alignable, and is it worth it

The short version

Quick reference: typical tolerances

SpeedAngular error at the couplingOffset at the coupling
3,600 rpm0.5 mil per inch (0.05 mm per 100 mm)2 mil (0.05 mm)
1,800 rpm0.7 mil per inch (0.07 mm per 100 mm)4 mil (0.10 mm)
1,200 rpm1.0 mil per inch (0.10 mm per 100 mm)6 mil (0.15 mm)

Typical industry values for short flexible couplings; your maker data and site standard come first.

Related

Why bearings failBearing failure modesSoft foot field caseLooseness field caseAlignment and thermal growthFailure Analysis tool

Questions

What is shaft alignment?

Making the centrelines of two coupled shafts one straight line when the machine runs, so the coupling does not push load into bearings and seals.

What is soft foot?

A machine foot that does not sit flat on its base, so tightening the bolt distorts the casing and moves the shaft. It is the commonest reason alignments will not repeat.

How accurate must alignment be?

It depends on speed: a common table is about 0.05 mm offset at 3,600 rpm and 0.10 mm at 1,800 rpm for short flexible couplings. Use your maker data first.

Is a flexible coupling enough to cope with misalignment?

No. It survives misalignment but passes the load into the bearings and seals. Align the shafts, not the coupling.

General good practice for horizontal machines. Diagrams are original and illustrative, not to scale. The machine maker's manual comes first. Lock out and isolate before any work.