Optical Alignment for Roll-based Machinery


Our 4-day Optical Alignment for Roll & Paper Machinery seminar provides an introduction to the use of high-precision optical instruments to help you achieve precision alignment of your critical roll & web handling machinery. We provide the equipment and show you how to use it to accurately align multiple rolls in any machinery.

We provide the theory and practice to help you understand how to apply optical alignment tooling and measurements to improve the alignment quality of nearly any machinery. This course is Workshop intensive!! The hands-on Workshops allow students to practice techniques with specific instruments and tooling. These skills are immediately applicable to improving machinery alignment at your facility.

It does not matter what type of roll equipment you are working with  – paper machines, calenders, dryers, winders, web press printers, corrugators, coaters, laminators, fourdriniers or film extruders – we guarantee this seminar will help you keep you equipment running smoother and faster.

We also offer an optional Certification Test in the morning following the last day of the course.


  • Learn to use optical alignment equipment, including jig transits and theodolites
  • Learn how to assess offset baseline accuracy
  • Learn roll alignment procedures
  • Learn how to reduce and plot optical data

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.

Who Should Attend?

Engineers, vibration analysts and technicians, who are involved with machinery maintenance and reliability, and seek to understand how to optimize the alignment roll & web handling equipment.



Continuing Education

This course provides 32 Professional Development Hours (PDH) for engineering licensure requirements.

Course Fees

Hotel Seminars (U.S.):   $1,675 per person.

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

An optional Optical Alignment Techniques Certification test is available on the last day of the course for $200 per person.

Course Schedule

Click here for the current schedule; on-site seminars can be scheduled at any time.

Optical Alignment for Roll & Paper Machinery – Seminar Outline

Introduction & Agenda

  • –   What is Optical Alignment?
  • –   Why Use Optics on Roll Equipment?
  • –   Alignment Specialist Job Duties
  • –   Training Objectives

Optical Alignment Tooling

  • –   Sight Levels & Alignment Telescopes
  • –   Jig Transits & Theodolites
  • –   Tripods, Trivets & Cross-Slides
  • –   Invar, Optical Scales, Levels & Tooling
  • –   Optical Alignment Definitions

 Optical Alignment Applications

  • –   Paper & Web Machinery – Roll Alignment
  • –   Leveling Foundations, Base Plates & Machinery
  • –   Measuring Flatness & Straightness
  • –   Thermal Growth Studies
  • –   Machinery & Foundation Deflection
  • –   Bearing, Seal, & Diaphragm Bore Alignment

Overview of Roll Alignment Techniques

  • –   Optical Alignment – Jig Transits vs. Theodolites
  • –   Laser Trackers
  • –   Laser-based Roll Alignment Systems
  • –   Benefits of Accurate Alignment

Workshop – Introduction to Optical Tooling & Reading Optical Scales

Working with Sight Levels, Jig Transits & Theodolites

  • –   Sight Level & Jig Transit Operation
  • –   Theodolite Operation
  • –   Lighting, Parallax & Mirage
  • –   Accuracy – What Can We Really Achieve

Workshop – Jig Transit & Theodolite General Setup & Operation

Vertical & Level Measurements

  • –   Establishing Benchmark Reference Systems
  • –   Data Acquisition, Reduction & Plotting
  • –   Applications – Level; Parallel; Flat; Sag

Workshop – Vertical Measurements; Reducing & Graphing Data

Horizontal Measurements

  • –   Establishing a Reference System
  • –   “Bucking In” to a Line-of-Sight
  • –   “Precision Plumbing”
  • –   Turning Right Angles
  • –   Data Acquisition, Reduction & Plotting
  • –   Applications – Parallel; Perpendicular; Offset

Workshop – Precision Plumbing, Bucking In, Horizontal Measurements & Turning Right-Angles

Roll Alignment Principles & Measurements

  • –   Offset & Cross-Machine Baselines
  • –   Assessing Baseline Alignment & Accuracy
  • –   Roll Parallelism – Level, Elevation & Parallelism
  • –   Assessing Roll Profiles
  • –   Recording & Plotting Data
  • –   Alignment Tolerances & Guidelines
  • –   Roll Alignment Process Summary
  • Workshop – Putting it Together – Machinery Practice
  • –   Bucking In to a Known Line-of-Sight
  • –   Measuring Horizontal & Vertical Roll Positions
  • –   Checking Roll Perpendicularity to LOS
  • –   When You Can’t See It – Establishing a New LOS
  • –   Plotting Alignment Data & Determining Moves

Optical Alignment of Drive Systems

  • –   Optics vs. Coupling-by-Coupling Methods
  • –   Importance of Eliminating Cumulative Errors
  • –   Using Optics to Align Entire Drive Systems

Laser Alignment Systems

  • –   Features & Operation; System Components
  • –   Technical Specifications
  • –   Integrating with Optical Alignment Measurements

Workshop – Laser Workshop

Certification Exam & Practical Test

M&B specializes in providing technical training related to condition monitoring, vibration analysis, predictive maintenance, shaft alignment, and rotor balancing, all customized to our customer’s 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.

Some specific machinery we have worked with include:
  • Compressors
  • Boiler & Process Fans
  • Cooling tower fans
  • Vertical & Horizontal Pumps
  • Reciprocating Engines
  • Gearboxes
  • Pulverizers & Ball Mills
  • Steam Turbines up to 1200 MW
  • Gas Turbines, aero-derivative & industrial frame
  • Generators and Exciters
  • Induction & Synchronous Motors
  • Variable Frequency Drives
  • Vertical & Horizontal Pumps
  • Hydro-Turbine Generators
  • Reciprocating Engines