Fan Instalation, Operation & Maintenance - How to Avoid Problems with Your Fan.pdf

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F AN E NGINEERING
®
FE-500
Information and Recommendations for the Engineer
Fan Installation, Operation & Maintenance
How to Avoid Problems with Your Fan
Introduction
This document presents ways to avoid the most com-
mon fan problems caused by improper storage, installa-
tion, operation and maintenance. Installation, operation
and maintenance manuals give general instructions on
what and what not to do. This document will give more
detail as to why these steps are important.
Another good idea is to add grease to the outside of
the bearing seals as this will help seal out moisture.
It is not possible to add grease to some small fans
and motors that have “sealed for life” bearings. In this
case, rotate the shaft monthly.
Reduce the belt tension on belt driven fans. This
reduces the load on the bearings, minimizing the poten-
tial for problems.
Do not store the fan in a location where it will be
subjected to vibration. Vibration may cause internal sur-
faces to rub against each other, damaging the bearings.
Damage of this type usually does not cause a problem
right away; it may take a couple of months of operation
for it to develop.
Storage
Many fans do not have the chance to operate success-
fully simply due to their treatment and handling during
shipment and storage. Rough handling during shipment
and improper storage can cause damage that is not
noticeable until the fan is in operation. Fans are fre-
quently received on site well before they are put into
operation. This often happens on large projects where
the fan is set in place and then sits idle while the rest
of the project is completed. Sometimes several months
go by before the fan is started.
It is discouraging to buy a new fan, only to have
problems shortly after startup. This can be avoided with
proper storage techniques which drastically reduce the
likelihood of having problems.
Most problems associated with storage are due to
moisture getting into the bearings. The best way to
avoid moisture problems is to store the fan in a clean
and dry place, preferably indoors. Outdoor storage usu-
ally subjects the fan to variations in temperature and
humidity. As the temperature drops, moisture condenses
as dew. Condensation in the bearings can cause rusting
of internal bearing surfaces, known as puddle corro-
sion.
If fans cannot be stored in a controlled environment,
avoid puddle corrosion by packing the bearings full of
grease. This eliminates the air pockets where moisture
can condense. Many greases contain rust inhibitors.
Adding new grease every month adds more of these
inhibitors. Turn the shaft about ten revolutions while
adding the grease to make sure that all surfaces inside
the bearings are coated. Stop the shaft in a different
location than it was previously stopped at. This way if
any moisture does develop, it will not always be at the
same location. On fan startup the extra grease will purge
out of the bearings. This may make a mess, but it is
better to deal with a mess than with a bearing failure.
With split bearings, the caps can be removed prior to
startup to remove excess grease.
Fan Foundations
The structure that supports the fan must be strong
enough to support the loads produced by the fan. Many
“fan” problems are actually structural support problems.
The support must be designed to carry both the dead
weight of the fan and dynamic loads created while the
fan is operating.
A well-designed fan support is rigid enough to keep
vibration levels low. Before discussing the features of
good fan support design, we need to set up some
background information on vibration:
Vibration is the repetitive motion that results from
forces that vary in amplitude or direction over time. One
common cause of vibration is impeller imbalance.
Impeller imbalance is a result of the centrifugal forces
acting on an impeller whose center of gravity is offset
slightly from the center of rotation. Not all vibration is
bad. Only when the vibration levels exceed certain
amplitudes is it a problem. A well-balanced impeller has
its center of gravity close enough to the center of rota-
tion that the vibration levels are low.
Excessive vibration causes problems in many different
ways. It causes lubricant to break down, which allows
metal to metal contact of bearing surfaces, which then
results in premature bearing failure. It can also cause
fatigue cracks in the bearings, the bearing supports, or
other fan components. It can cause fasteners, such as
motor and bearing hold down bolts or the set screws
that hold the bearings and impeller to the shaft to work
themselves loose. Many precision processes, such as
the manufacturing of computer chips, cannot tolerate
high levels of vibration. In other installations, sound
caused by vibration can be annoying to the people who
must work nearby.
©1999 Twin City Fan Companies, Ltd.
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Vibration Spectrum Plots
Figure 1.
Figure 2.
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Fan Vibration
Figure 1 shows the plot of a vibration spectrum, which
is a plot of vibration amplitude versus frequency. These
plots are used by vibration technicians to diagnose
vibration problems and the general condition of rotating
equipment. The amplitude relates to how “loud” the
vibration is, and the frequency relates to its “pitch.”
Amplitude can be expressed in terms of acceleration,
velocity, or displacement, all three of which are related
mathematically. When dealing with fans, it is convenient
to use cycles per minute for the frequency because it
is easier to identify the vibration levels at the fan and
motor speed. Common units for vibration amplitude and
frequency are shown in Table 1.
Figure 3. Concrete Pad Anchor
Leveling Nut, If Used, Should Be
Backed Off After Shimming For
Final Tightening of Hex Nuts
Fan Base Angle
or Structural Steel
Temporary Form For
Grout Pouring
Hex Nut, Split Ring
Lock Washer, and
Tapered or Flat Washer
1" to 1.5"
Grout Allowance
To Be Filled With
Nonshrinking
Machinery Grout
Full Width Stainless
Steel Shims
Shimming Surface To Be
Smooth, Level, Dressed
If Necessary
Pipe-Bolt Sleeve
Dia. 2 to 2 1 / 2 Times
Bolt Dia. For Correction
of Alignment Errors
Care Should Be Taken
That Anchor Bolt Sleeves
Are Filled With Grout
Table 1. Common Units For Vibration Analysis
J-Bolt Leg Should Be
Fastened To Foundation
Rebar
MeASuReMent
unItS
Peak-to-Peak Displacement
mils (1 mil = .001 in.)
Peak Velocity
inches / second (ips)
ing from an imbalance of the impeller ensures that the
vibration levels will be low. Also, because concrete pads
are so rigid, their natural frequencies are usually very
high, which avoids resonance problems.
Figure 3 shows the best way to anchor a fan to a
concrete pad. “T” or “J” bolts provide a strong, rigid
connection to the pad. The pipe sleeve allows for some
flexibility in case the bolt location does not exactly
match the hole in the fan base. Compression type
anchor bolts are sometimes used, but they can work
loose when subjected to loads caused by vibration. To
avoid this problem when using these types of anchors,
use as large a size as possible.
When the fan is anchored to the pad, level it using
shims. Use 1" to 1 1 2 " thick shims between the fan base
and the concrete pad. After leveling the fan, build dams
around the pad and fill the gap made by the shims with
grout. Grout is a masonry product, similar to the grout
used to set ceramic tile. There are many varieties of
grout, from mortar types to epoxy types. Epoxy grout,
while more expensive, is more durable and more resis-
tant to oil and moisture than cementitious grout. After
the grout has set, double check that all of the anchor
bolts are tight.
Often it is not practical to mount fans on concrete
pads and they are mounted on structural steel supports.
With steel supports it is essential that they be designed
for rotating equipment. It is not only important to con-
sider dead loads and natural frequencies, but the sup-
port must be rigid enough to keep drive belts or cou-
plings aligned. One way to make the design easier is to
locate the fan as close to walls or vertical columns as
possible. Roof mounted fans are a special case of
mounting fans on structural steel supports. The differ-
ence is that the steel structure is covered by the roof.
The same design criteria must be used.
When mounting the fan on a structural steel base
there may be gaps between the fan base and the struc-
tural steel base. This occurs because structural steel is
not perfectly flat, and neither are the bases of fans. Fill
any gaps with shims before tightening the fan to the
steel base. Since most fan designs have relatively close
clearances between the impeller and fan housing, tight-
ening the fan to the base without shims can distort the
fan so that the impeller rubs against the housing.
Acceleration
g (1 g = 32.2 ft/sec2)
Frequency
Cycles per second (Hz)
Frequency
Cycles per minute (cpm)
The spectrum in Figure 1 is for a fan operating at
1250 revolutions per minute (rpm = cpm), driven by a
motor operating at 1750 rpm. If we were to increase the
fan speed, the spike corresponding to the fan speed
would move to the right. If we were to slow it down,
the spike would move to the left.
Spikes will also be present at the natural frequencies
of the structure. Just as bells or tuning forks have dis-
tinct natural frequencies they “ring” at, structures have
natural frequencies. The fan support in Figure 1 has a
natural frequency at 2200 cpm.
Resonance
When the fan speed corresponds to the structure’s
natural frequency, the fan and structure are in reso-
nance. At resonance, small forces can produce high
levels of vibration. Even a well-balanced fan can produce
high vibration levels at resonance with a structure’s
natural frequency. Figure 2 shows what happens when
the fan speed from Figure 1 is increased to 2200 rpm.
As you can see, the vibration level at this frequency
increases dramatically at resonance. Sometimes the
vibration can be lowered by balancing the fan to an
even finer balance, but the fan and structure will be very
sensitive. A small amount of dust buildup on the impel-
ler, for example, will cause the vibration level to increase
again.
In order to avoid problems with resonance, the sup-
port structure for a fan should be designed so that the
natural frequency of the structure is at least 20% high-
er than the fan speed. When mounting a fan on an
existing structure, verify that the natural frequency is
high enough by having a vibration technician perform a
“bump” test. A bump test is simply striking the structure
and measuring the frequencies at which it rings. If there
is a natural frequency too close to the fan speed,
stiffen the structure so that the natural frequency
increases to the point where it will not be a problem.
The best foundation for mounting a fan is a flat, rigid
concrete pad that has a plan area of at least twice the
plan area of the fan and is thick enough that the weight
of the pad is at least three times the weight of the fan.
To keep the edges of the pad from breaking away, they
should be kept at least six inches from the fan. The
large weight of the pad compared to any forces result-
Vibration Isolation
This is a topic that is somewhat controversial in the fan
industry. There are those who advocate a “total system”
concept of evaluating a fan and its support system. This
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type of analysis looks at the support of a fan impeller
component by component all the way down to the foot-
ings and foundation of the building. Looking at the total
system, the structure is designed to avoid resonance
without the need for vibration isolators. From a technical
point of view, this is the correct way to design fan sup-
port structures. This concept has been used success-
fully on vibration sensitive fan applications such as the
manufacturing of computer chips.
The other approach is to use vibration isolators
between the fan and the supporting structure. These
isolators, when properly selected, reduce vibration forces
transmitted to the structure by approximately 95%. This
much reduction reduces the likelihood of having a reso-
nance in the support structure. Depending on the fan
speed, isolators are selected to have a specified amount
of deflection when put under load. For example, a spring
selected to deflect 1" under load on a fan operating at
1200 rpm will reduce the forces transmitted to the sup-
port by 97%. Various isolator designs, such as metal
springs and rubber-in-shear, are available to accommo-
date different loads and speeds.
Advocates of “total system” design point out that
selecting isolators based only on the vertical load is an
oversimplification. Fans mounted on isolators not only
move up and down, but rock back and forth and move
side to side. These additional motions end up increasing
the loads transmitted to the structure, resulting in less
“isolation,” and can cause problems. On the other hand,
vibration isolators work successfully in the majority of
cases.
Figure 5. Fan mounted on an inertia base
Figure 4 is a photograph of a fan and motor mount-
ed on a structural steel base supported by spring vibra-
tion isolators. Like other fan support structures, the base
must be rigid and designed without natural frequencies
near the fan or motor speeds. Notice the routing of the
electrical conduit to the motor. It is flexible and takes
into account the movement of the motor.
Figure 5 shows an inertia base type of vibration base.
It is similar to the base in Figure 4, except that the base
is filled with concrete. The weight added by the concrete
creates inertia, reducing the amount of vibration. The
concrete also makes the base very stiff, making it
easier to design to avoid resonance. The disadvantage
of this type of base is that the isolators and the struc-
ture supporting the fan and base must be designed to
carry the extra weight of the concrete base.
Figure 4. Fan mounted on a structural steel base with
spring vibration isolators
Figure 6. Well-designed duct configuration
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Figure 7. Poorly-designed duct configuration
creates an obstruction at the fan inlet and results in a
system effect on fan performance. On some fan designs,
this obstruction also causes an increase in the sound
levels produced by the fan. Increases as high as 20db
in the blade pass frequency have been observed.
In some cases fans rigidly mounted to their supports
need flexible duct connections. Fans handling high tem-
perature air need to have flexible connections in order
to absorb the thermal expansion of the ductwork. The
ends of large plenums can deflect due to pressure load-
ing. Ductwork connecting plenums to fans needs to have
flexible connections to prevent the transmission of these
deflections to the fan. In both of these cases, flexible
connections allow room for duct movement without
damaging the fan.
Be careful when using a fan to support ductwork, or
when using ductwork to support a fan. Most fans are
not designed to carry these external loads, and adding
them to the fan may cause the impeller to rub or cause
other misalignments which could damage the fan. Check
with the fan manufacturer before mounting the fan or
ductwork this way to make sure the fan design can
handle the loads.
Duct Connections
Any time ductwork is connected to a fan, it is important
to consider any effects the duct may have on fan per-
formance. Catalog fan performance is based on uniform
flow entering the fan and a straight run of duct on the
discharge. Many duct configurations do not provide
these flow conditions and as a result, the fans will not
perform at catalog levels. This loss in performance is
known as “system effect.” Figure 6 shows a well-
designed duct configuration that will not have any sys-
tem effects, while Figure 7 shows a poorly-designed
duct configuration that will lose performance due to
system effects. For more information on system effects
and methods for estimating their effect on performance,
see AMCA Publication 201.
Fans mounted on vibration isolators need to have
flexible connections between the fan and the ductwork.
Without flexible connections, the ductwork would prevent
the movement of the fan on its isolators, reducing the
effectiveness of the isolators. In addition, rigid connec-
tions transmit fan vibrations to the duct, opening up the
possibility of exciting resonant frequencies in the duct-
work.
It is important to mount flexible inlet duct connections
with the correct amount of slack. Figure 8A shows a
cross section of a properly mounted flexible connection.
There is just enough slack in the connection to allow
movement between the fan and ductwork. Figure 8B
shows an improperly mounted connection, with an
excessive amount of slack. Because of the negative
pressure at the inlet, the extra material is sucked in. This
Fan Startup
Figure 9 is a typical pre-startup checklist. Before starting
a fan go through the checklist to make sure the fan is
ready to run. Pay particular attention to safety. Be sure
to lock off electrical power before working on any fan.
Do not assume that because the factory tightened the
fasteners and aligned the belt drives or couplings at the
Figure 9. Pre-Startup Checklist
Verify that proper safety precautions have been fol-
lowed:
• Electrical power must be locked off
Check fan mechanism components:
• Nuts, bolts, and setscrews are tight.
• System connections are properly made and tight-
ened.
• Bearings are properly lubricated.
• Wheel, drives, and fan surfaces are clean and free
of debris.
• Rotating assembly turns freely and does not rub.
• Drives are on correct shafts, properly aligned, and
properly tensioned.
Check fan electrical components:
• Motor is wired for proper supply voltage.
• Motor was properly sized for power and rotational
inertia of the rotating assembly.
• Motor is properly grounded.
• All leads are properly insulated.
trial “bump”
• Turn on power just long enough to start assembly
rotating.
• Check rotation for agreement with the rotation
arrow. Does the assembly make any unusual
noise?
Correct any problems which may have been found.
(Follow safety guidelines. Make sure electrical
power to the fan is locked off.) Perform checklist
again until the fan is operating properly .
Run up to speed:
• Are bearing temperatures acceptable (<200°F)
after one to two hours of operation?
• Check for excess levels of vibration.
After one week of operation:
• Check all nuts, bolts, and setscrews and tighten
if necessary.
Figure 8A.
Correct Installation
Figure 8B.
Incorrect Installation
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