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Controlled balancing worksheet

Trial-Mass Force Screening

Calculate the trial unbalance and synchronous centrifugal-force magnitude created by a proposed trial mass, then compare it with an externally authorized force limit. This worksheet does not choose or certify a safe trial mass.

Proposed mass onlyNo invented ISO formulaExternal limit requiredNo 10%-of-weight rule

Documented input

Required. Identify who authorized the force limit and the applicable rotor, plane, speed, attachment and machine state.

Mass proposed by the responsible balancing procedure, instrument workflow or engineer—not calculated here.

Required external input. It must come from the rotor/machine/attachment manufacturer or a responsible engineering assessment for this exact configuration.

Screening record

No result. Complete the controlled inputs and submit explicitly.
Ilość Calculated value
Trial unbalance, Ut
Angular speed, ω
Synchronous force magnitude, Ft
Force / supplied limit
Force margin (limit − Ft)
Mass exactly at supplied scalar limit

What the worksheet actually calculates

General mechanics identities

Ut = mt rt
ω = 2πn / 60
Ft = mt rt ω² = Utω²

Code units are kg, m, s, rad/s and N. The displayed g·mm value is the same trial-unbalance magnitude expressed in workshop units.

Comparison—not approval

R = 100 Ft / Flimit
ΔF = Flimit − Ft
mat limit = Flimit /(rtω²)

The last value is only the mathematical mass at the supplied scalar limit. It is not a recommended starting mass and may still be unsafe for reasons this worksheet cannot model.

Granica bezpieczeństwa: a force below the supplied limit does not prove that a trial run is safe. This calculation cannot validate the attachment, fastener or magnet retention, guarding, rotor/bearing stress, resonances, machine condition, critical-speed passage, sensor range, personnel exclusion zone or shutdown criteria.

Why the former recommendation was removed

  • The former expression multiplied rotor mass by invented support-stiffness and vibration-severity coefficients. Those coefficients had no verified primary source, were dimensionally unexplained and could increase the proposed trial mass when vibration was already severe.
  • The former automatic cap of trial-mass force at 10% of rotor weight was presented as a safety rule without a verified standard or manufacturer basis. Rotor weight alone cannot establish attachment, bearing, rotor-stress or resonance limits.
  • ISO 21940-11:2016 with Amendment 1:2022 addresses procedures and residual-unbalance tolerances for rotors with rigid behaviour. Its public scope does not establish the removed trial-mass formula.
  • ISO 21940-13:2012 addresses criteria, safeguards and records for in-situ balancing of medium and large rotors; its public abstract explicitly says it does not give a method for calculating correction masses.
  • ISO 1940-1:2003 is withdrawn and replaced by ISO 21940-11:2016. It must not be presented as the current basis for a trial-mass recommendation.
Response adequacy is measured, not predicted here: after a controlled trial run, follow the balancing instrument and approved procedure. The Schenck SmartBalancer 4 manual, for example, instructs the operator to change the test weight if the measured unbalance changes too little or by more than a factor of two. That device-specific workflow is not a universal ISO threshold.

Sources and normative status

Źródło Verified use Granica
BIPM SI Brochure, 9th edition, version 4.01 (2026) SI coherent units and general mechanics quantities used in the equations. These identities are general mechanics, not an ISO trial-mass sizing rule.
ISO 21940-11:2016 + Amd 1:2022 Current public lifecycle; rigid-rotor procedures and residual-unbalance-tolerance scope. Under systematic review. Exact clauses and amendment changes require licensed controlled copies.
ISO 21940-13:2012 Current confirmed public scope: in-situ balancing criteria, safeguards and records. The public abstract says correction-mass calculation methods are outside its guidance.
Schenck SmartBalancer Eco manual, pp. 16–17 Official manufacturer example and warning that a suggested trial mass may be unsuitable and could damage the machine. Instrument-specific; the internal suggestion algorithm is not published there.
Schenck SmartBalancer 4 manual, v2.0, §6.2.8 Official workflow: measure the trial response and adjust a test weight that changes unbalance too little or by more than double. Device-specific operating guidance; not a universal acceptance rule.
Klasyfikacja: verified general-mechanics calculation plus comparison with a user-supplied controlled limit. No trial mass is recommended, no 10%-of-rotor-weight rule is applied and no ISO-conformity verdict is produced.

Independent check example

For a proposed 20 g mass at 650 mm and 1001 r/min, Ut = 13,000 g·mm and Ft ≈ 142.84 N. If the authorized external limit is 300 N, this is 47.61% of that supplied limit; it is nie thereby certified safe.

Technical revision: 15 July 2026 · English source page · Computational guards: mass ≤ 10⁹ g, radius and speed ≤ 10⁷, force limit ≤ 10¹⁵ N. These are software guards, not equipment ratings.


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