Engineering Design and Product Reliability
© Herbert Aust auf Pixabay
Balancing Techniques

Learning content and outcomes

Learning content

Balancing Techniques has a strong experimental focus. Previous knowledge from the module Rotor Dynamics is not needed as students are provided with an introduction to the fundamentals of rotor dynamics. Following this, students learn the basic principles of balancing, including the difference between the balancing of rotors with bending-resistant and bending-elastic behavior. Balancing procedures:

- Balancing of rotors with rigid behavior in hard bearings

- Operational balancing

- Modal balancing according to N and 2+N theory

- Balancing according to influence numbers

- Transient balancing

- Unsteady balancing

- Inverse unbalance identification

- Elimination of aerodynamic unbalances


Balancing techniques: - Balancing on a plane (e.g. for wind turbines)

- Multi-plane balancing (e.g. power plant rotors, crankshafts, aircraft engines, drive shafts in vehicle and ship construction, wheels)

Metrological basic principles

Current standards and guidelines


Learning outcomes

Students completing the module possess knowledge in the following areas:

- Classic, special, and modern balancing procedures

- Mechanical fundamentals for the analytical description of different balancing procedures

- Numerical implementation of balancing procedures

- Basic understanding of the rotors’ dynamic behavior with regards to excitation

- Different building types of balancing machines

- Current standards and guidelines for balancing techniques

- Metrological fundamentals with a focus on balancing techniques


Specialist skills:

- Applying engineering methods to balancing technique problems

- Practically applying knowledge to the concrete, independent balancing of rotors



- Independently selecting a suitable balancing procedure and the necessary metrology for individual cases

- Independently balancing rotors

- Numerically implementing different balancing algorithms

- Assessing balancing results with regards to the current quality criteria in standards and guidelines

- Applying knowledge and skills to new problems in the field of balancing techniques

Participation scope and requirements

This is an integrated course (4 course hours per week). It encompasses a lecture (2 course hours per week) and a practical tutorial (2 course hours per week) and is only offered during the summer semester.

If you would like to take this module and complete it with an oral exam, please take note of the following requirements for the module exam registration:

- Successful completion of coursework

Registration for the current semester

Registration for the current semester

The course "Balancing Techniques" will be offered in 2023 summer semester as a block course  from 4 - 11. September 2023. Please do not consider the dates shown in the schedule (Tuesday and Thursday)!

Please use ISIS to register for the 2023 summer semester.

All further information about the semester will also be posted there.


If you have any questions about the course or scheduling, please contact:

Marian Sarrazin, M.Sc.

Please discuss any technical questions during the practical tutorial or office hours.

Exam dates


The module

Module components

The module consists of a lecture, where students learn theoretical principles, and an experimental practical tutorial, where they independently balance rotors using different techniques.

Certificate of performance

How long is my certificate of performance valid for?

The certificate of performance is required to register for the module exam. You must acquire it once. After this, it is valid indefinitely. It does not expire because it is not part of the module exam.

Examination registration

Are there any requirements for the examination registration?

Yes, you must have earned your certificate of performance. You acquire this by writing reports for each practical balance test. Reports are submitted as groupwork. You must earn at least 50% of the total available points to receive the certificate.


When and how often are exams for Balancing Techniques held?

As for all oral exams at our chair, there is an exam period after both the lecture and non-lecture periods. All oral exam dates will be published in the ISIS course of the current semester.

(You can also take the exam for Rotor Dynamics on the exam dates for this module and vice versa.)


How do I register for the module exam?

Please register using the designated course in ISIS. You enroll in the course, complete the registration form, reserve a time, and upload your registration.