Machinery Balancing Seminar


Learn from the experts!  Our 3-day seminar teaches you how to perform corrective field balancing. It is based on understanding rotor response theory, the accurate acquisition and analysis of data, and applying the best field methods for a given machine design. We thoroughly explain the nature of machinery unbalance and teach how to balance a rotor, without just “throwing a weight in.” And we strive for maximum interaction between instructors and students to insure each attendee gets the best possible value from the course.

We cover Single Plane, Multi-Plane, and Overhung Rotors. Discussions focus on the diagnostic techniques for each machine application. And we use graphical and numerical techniques, and place an emphasis on understanding and utilizing influence vector data to understand the rotor response. Case Histories are also presented to review common and unique field experiences, recommended field balancing procedures, cautions, and how to manage site expectations.


We emphasize that attendees have extensive Hands-On experience through our Workshops, practicing on the supplied Rotor Kits, all while using the latest diagnostic instruments. In our seminars, you will not just sit there and listen to lectures and pre-conceived experiments. You will conduct your own experiments, generate your own data, and produce your own results!! That is how you learn effectively.

In-plant Balancing Exercises

Optional 4th & 5th days are available during in-plant seminars, to balance equipment at your facility. By doing this, we immediately reinforce the training, and help resolve problematic machines at your site. M&B will provide the analysis instrumentation, balancing instruction and oversight, while attendees field balance one or more machines.

  • Learn rotor response theory & predict phase angle responses for critical speeds / resonance analysis
  • Properly diagnose unbalance to avoid confusing it with other problems
  • Absolutely avoid “just throwing a weight in”
  • Learn Single Plane, Multi-Plane, Static-Couple and Overhung Rotor techniques – both graphical and numerical
  • Complete hands-on lab workstation exercises
  • Analyze Case Histories – learn from others!
  • Learn Best Practices and avoid mistakes!
Course Materials

A manual containing slide presentations, discussion materials, workshop exercises and additional reference information is provided in hardcopy and CD-ROM.


Mr. Stanley R. Bognatz, P.E.

Continuing Education

This course provides a minimum of 24 Professional Development Hours (PDH) for engineering licensure requirements.

Who Should Attend?

Rotating equipment engineers, OEM service engineers, vibration analysts and technicians, supervisors, and managers who are involved with machinery maintenance and reliability.


1 – 3 years of vibration analysis experience and a working knowledge of data acquisition techniques & instrumentation is recommended. Previous balancing experience is not required.

Course Fees

Hotel Seminars (U.S.):  $1,175 per person.

Field Balancing Test & Certification (optional) – available on the last day of the course:  $200 per person.

On-site and international seminars are priced by quotation – please contact us for more information.

Optional fourth & fifth days for on-site balancing courses to balance a machines at your plant:  $1,500 flat daily fee.

Course Schedule

Click here for the current schedule. On-site seminars, hotel-based, and resort-based seminars can be scheduled at any time.

Seminar Outline

Understanding Rotating Unbalance

  • Definitions & Terminology
  • Jeffcott Rotor Model Review
  • Mechanical vs. Electrical Unbalance
  • Static, Couple & Dynamic Unbalances
  • Causes of Unbalance
Understanding Phase Angles
  • Definition of Phase Angle; Lag vs. Lead; High Spot
  • Absolute & Relative Phase
  • Phase Measurement Techniques
  • Transferring Phase Measurements to the Machine / Rotor
Working with Vectors
  • What is a Vector?
  • Vector Plotting; Vector Addition & Subtraction
  • Vector Calculator for Windows – review & usage
  • Splitting & Combining Balance Correction Weights
Workshop – Phase Angles & Vectors
Essential Rotor Dynamics
  • Fundamental Synchronous Rotor Response
  • Identifying Critical Speeds & Rotor Mode Shapes
  • Resonances vs. Criticals
  • Rigid vs. Flexible Rotors
Balancing Single Plane Rotor Systems
  • Data Acquisition & Analysis
  • Estimating Modal Response & Identifying the “Heavy Spot”
  • Determining Trial Weight Amount & Location
  • Graphical & Numerical Solution Techniques
  • Influence Vector Calculation & Interpretation
  • ‘Trim-Shots’ & ‘One Shot’ Balancing
Workshop – Single Plane Balancing
Machinery Diagnostics for Balancing
  • Unbalance Characteristics
  • Spectra & Shaft Orbital Data; Phase Angle Responses
  • Startup / Shutdown Data – Using Bode & Polar Plots
  • Slow-roll / Run-out Compensation
Balancing Multi-Plane Rotor Systems
  • Data Acquisition & Analysis
  • Analyzing Modal Responses
  • Static & Couple Unbalance Review
  • Choosing the Best Approach
  • Graphical & Results Analysis
Workshop – Two Plane Balancing
Balancing Overhung Rotor Systems
  • Data Acquisition & Analysis
  • Static & Couple Unbalance
  • Graphical Results Analysis
  • Numerical Results Analysis
Workshop – Two Plane Balancing
Balancing Best Practices
  • Documentation Requirements
  • Transducer & Measurement Selection
  • Transducer Mounting Locations
  • Handling Resonances
  • Dealing with Shaft Runout (proximity probe use)
  • Thermal Vectors
Vibration and Balance Tolerances
  • Vibration Tolerances & Recommended Specifications
  • Balance Quality Grades:  ISO; API; Navy
  • Residual Unbalance Tolerances
  • Determining Residual Unbalance after Balancing
Case History Workshops
  • Primary Air Fan (Balanced)
  • Induced Draft Fan (Balanced)
  • Main Turbine – Exciter (Balanced)
  • Boiler Feed Pump (Realigned!)
  • Gland Steam Exhauster Fan (Incorrect Flow!)
Machinery Balancing Certification Exam (optional)
In-Plant Balancing Example (optional)

One (1) piece of plant machinery can be balanced as a group exercise, with M&B providing oversight, analysis & recommendations. This requires one (1) full additional day, and coordination between site and M&B personnel for scheduling and efficient execution.

M&B provides technical training related to condition monitoring, vibration analysis, predictive maintenance, shaft alignment, and rotor balancing, all customized to your specific needs.

We provide seminars both on-site at your location, and off-site at hotels or other locations for centralized training. If you have questions on any training course, or would like a custom-designed course, please contact us.