Software guide

CZ800: Field balancing

Follow single-plane and two-plane balancing stages, select valid measurement sources, enter phase and interpret residual verification.

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CZ800 guide chapters

Based on operating notes recorded on 21 September 2026. This date is not a release version; applicability to your installed software must be confirmed.

Purpose and phase measurement

Field balancing uses the change between initial vibration and vibration after adding a trial weight to calculate correction weights. Residual vibration is then measured to review the correction's effect. The recorded module supports single-plane and two-plane workflows.

Calculations depend on accurate measurement sources, trial-weight mass and phase. Perform mechanical installation and field work according to the machine's operating procedures.

The recorded acquisition card does not automatically measure the phase required by this workflow. Amplitude is read from the record's 1X velocity spectrum; the operator enters phase using a consistent angle reference. The start position of an ordinary waveform is not a traceable phase measurement.

Prepare the measurement conditions

You need a valid Field Balancing license, real equipment and measurement point, a complete acceleration record for the current stage, valid measured speed and a velocity spectrum, verifiable phase and trial-weight mass, and a consistent angle reference. A record without valid speed cannot supply valid 1X amplitude.

Single-plane balancing can use CH1 or CH2. In two-plane balancing, plane 1 is fixed to CH1 and plane 2 to CH2. Keep the point, channels, sensor positions and angle reference consistent across stages. Do not reuse the same historical record in different stages.

Single-plane procedure

  1. Open Field Balancing, select the equipment and point, and choose Single Plane and the required channel.
  2. Enter a trial-weight mass greater than zero and check the grade option. The presence of a grade selector does not establish a formal ISO assessment.
  3. With no trial weight fitted, acquire the initial measurement or select a valid historical record for that condition. Check time, speed and amplitude.
  4. Continue to Initial Vibration, enter the phase and save the initial vector.
  5. Fit the trial weight as directed for that stage, obtain a new record in the trial-weight condition, enter its phase and save the trial vector.
  6. Review the calculated correction mass and angle. Apply adjustments using the same angle reference.
  7. Follow the interface prompts to remove the trial weight and install the correction weight. Acquire a new measurement in the corrected condition, enter residual phase and save.
  8. Review residual verification and the measurement-source list, then complete the project. Retain its project ID for the Report Center.

Two-plane procedure

After the initial measurement, two-plane balancing requires separate plane 1 and plane 2 trial-weight stages. Each stage needs its own valid record for that physical condition and phase values for both channels. A plane 1 trial record cannot be reused as the plane 2 trial record.

The sequence is Basic Information, Initial Vibration, Trial Weight TW1, Trial Weight TW2, Correction Weights and Residual Verification, then Results. Follow the page's common 0-degree reference for the trial stages. When changing trial-weight conditions, handle the previous weight according to site procedures so that the physical condition matches the current stage definition.

After both trial stages, the software calculates a correction mass and angle for each plane. Residual verification requires both channels after correction. The recorded two-plane reference verification uses the greater residual amplitude of the two planes.

Choose the source for each stage

Each stage offers Select Acquisition Record or On-site Acquisition. A historical record must belong to the current point, be complete, have valid speed and a velocity spectrum, include the required channels, and not have been used by another stage. Amplitude is taken from the 1X velocity spectrum at the record's rotational speed, in mm/s.

On-site acquisition uses Single mode with acceleration and IEPE configuration. Once complete, it automatically reads the stage record. If acquisition was saved but retrieval fails, reselect the record from history using its ID before assuming that saving failed. The point and stage are locked during active acquisition.

Changing a stage record clears its phase and dependent results; enter phase for the new measurement. If speeds differ between stages, the software requires confirmation that the conditions are comparable. If comparability cannot be confirmed, measure again rather than confirming just to advance.

Why Next may be unavailable

Check the page prompt and measurement-source summary. Common causes are missing equipment or point, no valid stage record, a trial mass that is not positive, a missing phase or phase outside 0 to 360 degrees, unconfirmed speed differences, another task using the acquisition hardware, or stage data still being saved.

If 1X lies outside the velocity-spectrum band or frequency resolution is insufficient, adjust the actual acquisition or spectrum-processing parameters and select a valid record again. A manually entered amplitude cannot bypass the measured-data requirement.

Residual verification and project completion

The recorded result provides a reference assessment and explicitly states that an ISO standard determination is not implemented. A reference pass is not formal standards certification.

Completing a project saves the result state and does not replace field acceptance. Returning to earlier steps and changing their inputs may invalidate subsequent results, requiring recalculation and residual verification again. Automatic phase measurement, automatic movement of correction weights and a full ISO determination are not established by this guide.

Use the actual project ID, rather than an acquisition-record ID, when creating the balancing report.