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Extruder Barrel Borescoping
                                      Submitted by
                                   Timothy W. Womer

                          VP of Manufacturing and Engineering
                               New Castle Industries, Inc.

One of the most important maintenance processes in an extrusion facility is the bore
measurement and alignment of the extruder barrel. This is typically done by means of
borescoping, either optically or with lasers. Most Original Equipment Manufacturers
(OEM) either use alignment bars or borescoping during the assembly of the new extruder.
Typically, small extruders from 1.5” to 3.5” diameter, the alignment bar method is used.
In most cases, any extruder that is larger than 2.5” in diameter, when a new barrel is
installed or if for some reason the existing barrel is removed and re-installed, the extruder
should be aligned. If an existing barrel is being aligned, then the bore should be
measured to determine if there is any wear to the bore and where the wear is located so
that this information can be used to during the alignment process.

One of the most important parts of barrel aligning that most people do not consider is that
the thrust bearing in the extruder gearbox must be pre-loaded before a proper alignment
can be done. If the thrust bearing is not pre-loaded then the drive quill can possibly sag
or droop downward on the thrust bowl end of the gearbox. Therefore, some sort of
support or pre-load mechanism must be used to insure that the drive quill is properly
centered to the gearbox assembly. (HINT #1)

Once the drive quill has been centered, then the alignment process can begin. The most
prefer method of borescoping is the used of an independent tripod to hold the optical
scope or laser equipment. Some individuals use the method of directly mounting the
scope or laser to the backside of the drive quill. This method does have the advance that
if the extruder is out of level, the scope is in-line with the bore of the drive quill. But
with the scope or laser attached directly to the extruder gearbox it has the disadvantage of
being influenced by the extruder. Therefore having the scope or laser mounted on an
independent tripod arrangement and away from the extruder, any influence from the
extruder can be neglected.

Once the scope or laser has be zeroed into reference of the drive quill bore, now the feed
throat and barrel can be measured for alignment to the drive quill of the gearbox. A
moveable target should be used which can be transported easily from end to end of the
extruder barrel bore. In doing so, the barrel may need to adjusted to that the barrel is
within .002”/foot over the length of the barrel in both the “X” and “Y” axis.

For example, a 3.5” x 30:1L/D extruder will have a barrel that is approximately 96” long,
therefore, at .002” / foot of barrel length, the barrel should be aligned to within .016” in
both the “X” and “Y” axis. If for some chance the barrel is out of tolerance more that the
designated amount, then either the front barrel support screws may need to be adjusted or
brass shim stock may need to be installed in the proper locations to improve the barrel
bore alignment. (HINT #2)

In conclusion, a properly aligned barrel will help reduce screw and barrel wear,
possibility decrease un-explainable elevated melt temperature or zone over-ride, or even
possibly screw shank to drive quill mis-engagement. All of which will improve the
overall life expectance of the extrusion equipment and reduced maintenance
requirements. (HINT #3)

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Extruder Barrel Borescoping

  • 1. Extruder Barrel Borescoping Submitted by Timothy W. Womer VP of Manufacturing and Engineering New Castle Industries, Inc. One of the most important maintenance processes in an extrusion facility is the bore measurement and alignment of the extruder barrel. This is typically done by means of borescoping, either optically or with lasers. Most Original Equipment Manufacturers (OEM) either use alignment bars or borescoping during the assembly of the new extruder. Typically, small extruders from 1.5” to 3.5” diameter, the alignment bar method is used. In most cases, any extruder that is larger than 2.5” in diameter, when a new barrel is installed or if for some reason the existing barrel is removed and re-installed, the extruder should be aligned. If an existing barrel is being aligned, then the bore should be measured to determine if there is any wear to the bore and where the wear is located so that this information can be used to during the alignment process. One of the most important parts of barrel aligning that most people do not consider is that the thrust bearing in the extruder gearbox must be pre-loaded before a proper alignment can be done. If the thrust bearing is not pre-loaded then the drive quill can possibly sag or droop downward on the thrust bowl end of the gearbox. Therefore, some sort of support or pre-load mechanism must be used to insure that the drive quill is properly centered to the gearbox assembly. (HINT #1) Once the drive quill has been centered, then the alignment process can begin. The most prefer method of borescoping is the used of an independent tripod to hold the optical scope or laser equipment. Some individuals use the method of directly mounting the scope or laser to the backside of the drive quill. This method does have the advance that if the extruder is out of level, the scope is in-line with the bore of the drive quill. But with the scope or laser attached directly to the extruder gearbox it has the disadvantage of being influenced by the extruder. Therefore having the scope or laser mounted on an independent tripod arrangement and away from the extruder, any influence from the extruder can be neglected. Once the scope or laser has be zeroed into reference of the drive quill bore, now the feed throat and barrel can be measured for alignment to the drive quill of the gearbox. A moveable target should be used which can be transported easily from end to end of the extruder barrel bore. In doing so, the barrel may need to adjusted to that the barrel is within .002”/foot over the length of the barrel in both the “X” and “Y” axis. For example, a 3.5” x 30:1L/D extruder will have a barrel that is approximately 96” long, therefore, at .002” / foot of barrel length, the barrel should be aligned to within .016” in both the “X” and “Y” axis. If for some chance the barrel is out of tolerance more that the designated amount, then either the front barrel support screws may need to be adjusted or
  • 2. brass shim stock may need to be installed in the proper locations to improve the barrel bore alignment. (HINT #2) In conclusion, a properly aligned barrel will help reduce screw and barrel wear, possibility decrease un-explainable elevated melt temperature or zone over-ride, or even possibly screw shank to drive quill mis-engagement. All of which will improve the overall life expectance of the extrusion equipment and reduced maintenance requirements. (HINT #3)