Rotor Dynamics Calculator — Critical Speeds, Campbell Diagram & ISO 1940 Balance (API 684 / ISO 1940-1)
Governing standard: API 684 / ISO 1940-1· API 684:2005 §2.8.2.5 (critical-speed separation-margin criterion — undamped screening) · ISO 1940-1:2003 (balance quality grades G0.4–G4000) · multi-DOF Timoshenko beam-FEM eigensolver
The MechanixCalc rotor dynamics calculator predicts the lateral critical speeds, Campbell diagram, and unbalance response of multi-segment stepped shafts to API 684 and ISO 1940-1. A multi-DOF Timoshenko beam finite-element model solves the governing eigenvalue problem directly — including shear deformation and rotary inertia, which matter for stubby spindle sections — capturing gyroscopic splitting of forward and backward whirl modes and the influence of discrete bearing stiffnesses at each support. Enter the shaft geometry, rotor disc mass and position, bearing stiffnesses, and operating speed range, and the tool returns mode frequencies, a Campbell intersection map, an unbalance response curve, and a bearing orbit plot in a single pass.
It is built for machinery engineers sizing high-speed spindles, compressor rotors, pump shafts, and turbine stages who need a fast separation-margin screen against the API 684 §2.8.2.5 criterion — or who need to specify a balance tolerance to ISO 1940-1 before sending a rotor to a balancing shop. The integrated ISO 1940 panel converts a residual unbalance directly to a permissible eccentricity and correction mass at any radius, with a grade chart for G0.4 through G40.
What this calculator does
- Lateral critical speeds via a multi-DOF beam-FEM eigensolver with Timoshenko shear and rotary inertia (undamped rotor model; cross-checked against closed-form beam and rigid-body limits)
- Gyroscopic splitting into forward and backward whirl branches
- Campbell diagram with 1×, 2×, and 3× engine-order excitation lines and API 684 separation-margin check
- Unbalance response amplitude and phase vs. speed (SDOF magnification on modal mass)
- Bearing orbit plot with keyphasor and clearance circle
- ISO 1940-1 balance quality grade (the full G0.4 to G4000 ladder) — permissible eccentricity, unbalance, and correction mass
- Branded PDF engineering report with the full method and governing standards cited
Method & formulas
Lateral critical speeds — Timoshenko beam FEM
Critical speeds are found by solving the generalised eigenvalue problem K·φ = ω²·M·φ for the shaft, where K is the global lateral stiffness matrix assembled from four-DOF beam elements and M is the consistent mass matrix. Shear deformation and the rotary inertia of the cross-section are both included (Timoshenko), which matters for the stubby shaft sections typical of machine-tool spindles — neglecting them over-predicts the critical speed, by 0.3 % at L/d = 20 but 31 % at L/d = 1.6. Bearing supports are modelled as undamped linear springs at their axial positions, added to the diagonal of K. Discrete rotor discs contribute a lumped mass to M and, through their polar inertia, to the gyroscopic coupling matrix G. The symmetric eigenproblem is solved by Cholesky transformation followed by a cyclic Jacobi rotation sweep.
Gyroscopic coupling splits each undamped natural frequency into a forward whirl (FW) branch that rises with spin speed and a backward whirl (BW) branch that falls. The gyroscopic ratio γ = (φᵀ G φ) / (2·φᵀ M φ) is computed from the FEM modal solution and applied analytically so that the Campbell diagram correctly separates FW and BW crossing points — a step that is critical for turbomachinery separation-margin compliance.
K · φ = ω² · M · φwhere K = global lateral stiffness matrix (beam elements + bearing springs); M = global consistent mass matrix (beam + lumped discs); ω = undamped natural frequency (rad/s); φ = mode shape vector
N_cFW = (60·f_n) / √(1 − 2γ) [rpm] ; N_cBW = (60·f_n) / √(1 + 2γ) [rpm]where f_n = undamped natural frequency (Hz); γ = gyroscopic ratio from the modal solution; N_cFW = forward-whirl critical speed; N_cBW = backward-whirl critical speed. These follow from setting ω = Ω in the whirl branches ω = γΩ ± √(γ²Ω² + ω_n²), so a forward synchronous critical exists only while γ < 0.5 — above that the forward branch rises faster than the 1× line and is never crossed (the classical result that a disc-dominated rotor has no forward critical).
Campbell diagram and API 684 separation margin
The Campbell diagram plots the rotor natural frequencies (FW and BW branches) against running speed, together with integer multiples of the running-speed excitation (1×, 2×, 3× engine orders). Where an excitation line crosses a natural-frequency branch, a resonance crossing occurs. API 684 §2.8.2.5 sets the required separation margin from the amplification factor rather than as a flat percentage: below AF 2.5 the response is critically damped and no margin is required; between 2.5 and 3.55 the requirement is 15 % above the maximum continuous speed and 5 % below the minimum operating speed; above 3.55 it rises towards 26 % and 16 % respectively. The calculator screens every computed critical against that requirement, in the standard's own denominator (a percentage of the operating speed).
This screening uses an undamped eigen-solution with an assumed modal damping ratio. API 684 §1.4.2 is explicit that an undamped critical-speed analysis should not be used to establish critical speeds and separation margins for compliance, because it omits bearing and seal damping and cross-coupling, which move the criticals — a damped unbalance-response analysis is required for that. Treat the result as a design screen, not as a compliance demonstration.
SM (%) = |N_c − N_op| / N_op × 100 ; SM_req = 26 − 6/(AF − 3) above N_op, 16 − 6/(AF − 3) below (AF > 3.55)where N_c = lateral critical speed (rpm); N_op = maximum continuous operating speed (rpm); AF = amplification factor N_c/(N₂ − N₁), taken here as 1/(2ζ) from the assumed modal damping ratio
ISO 1940-1 balance quality grade
ISO 1940-1 defines balance quality grades G (in mm/s) as the product of the permissible residual eccentricity e_per and the maximum angular velocity ω. Rearranging, the permissible eccentricity for a chosen grade is e_per = G / ω, from which the permissible unbalance U_per = e_per × M (rotor mass) and the required correction mass at radius r follows as m_corr = U_per / r. The calculator evaluates this for every standard grade from G0.4 (precision spindles and gyroscopes) to G40 (assembled crankshafts) and highlights the achieved grade from the entered residual unbalance.
G = e · ω [mm/s]where G = balance quality grade (mm/s); e = specific eccentricity = U / M (mm, where U = residual unbalance in g·mm and M = rotor mass in kg); ω = angular velocity at max operating speed (rad/s). Grade boundaries: G0.4, G1, G2.5, G6.3, G16, G40.
Worked example
Determine the ISO 1940-1 balance quality grade for a pump rotor operating at 6000 RPM, with a rotor mass of 10 kg and a residual unbalance of 1.0 g at an eccentricity radius of 50 mm. Then find the permissible eccentricity and correction mass required to achieve G2.5.
Given
- Rotor mass M10 kg
- Residual unbalance mass m_u1.0 g
- Eccentricity radius r50 mm
- Maximum operating speed N6000 RPM
- Target gradeG2.5
- Correction plane radius r_c50 mm
Result
- Achieved gradeG6.3 (3.14 mm/s)
- Permissible eccentricity for G2.53.98 µm
- Permissible unbalance for G2.539.8 g·mm
- Correction mass at 50 mm radius0.80 g
- Compute the angular velocity: ω = 2π × N / 60 = 2π × 6000 / 60 = 200π ≈ 628.3 rad/s.
- Compute the residual unbalance: U = m_u × r = (1.0 / 1000) kg × (50 / 1000) m = 5.0 × 10⁻⁵ kg·m.
- Compute the specific eccentricity: e = U / M = 5.0 × 10⁻⁵ / 10 = 5.0 × 10⁻⁶ m.
- Compute the achieved quality grade: G = e × ω × 1000 = 5.0 × 10⁻⁶ × 628.3 × 1000 = 3.14 mm/s → falls in the G6.3 bracket (2.5 < 3.14 ≤ 6.3).
- To achieve G2.5: permissible eccentricity e_per = G / ω = 2.5 / 628.3 = 3.98 × 10⁻³ mm = 3.98 µm.
- Permissible unbalance: U_per = e_per × M = 3.98 × 10⁻³ mm × 10 kg = 39.8 g·mm.
- Required correction mass at r_c = 50 mm: m_corr = U_per / r_c = 39.8 / 50 = 0.80 g.
This is an illustrative example. The achieved grade G6.3 exceeds the G2.5 target, so 0.80 g of material must be removed or added at 50 mm radius to bring the rotor to G2.5. The calculator also checks API 684 separation margins and generates the full Campbell diagram from your actual shaft geometry and bearing stiffnesses.
Frequently asked questions
Which standard does this rotor dynamics calculator use?
Every computed critical speed is screened against the API 684 §2.8.2.5 criterion, whose required separation margin depends on the amplification factor — none below AF 2.5, 15 % above / 5 % below the operating speed for AF 2.5–3.55, rising towards 26 % / 16 % above AF 3.55. Balance quality grades follow ISO 1940-1:2003. The natural frequencies come from a multi-DOF Timoshenko beam finite-element model (shear deformation and rotary inertia included), solved undamped. Because it is undamped, API 684 §1.4.2 means this is a design screen rather than a compliance demonstration — a damped unbalance-response analysis is required for the latter.
What is a Campbell diagram and why does it matter?
A Campbell diagram plots the rotor's natural frequencies against running speed, overlaid with engine-order excitation lines (1×, 2×, 3× running speed). Where an excitation line crosses a natural-frequency branch, the rotor will resonate. The diagram lets an engineer see all potential resonance crossings across the full speed range at once, so operating ranges or rotor stiffnesses can be adjusted to keep crossings outside normal working speeds.
What is the difference between forward whirl and backward whirl?
Gyroscopic coupling caused by rotor disc inertia splits each undamped natural frequency into two branches. The forward whirl (FW) mode — where the shaft orbits in the same direction as rotation — rises in frequency with speed. The backward whirl (BW) mode — where the orbit is counter-rotational — falls. Both can be excited by unbalance and structural asymmetry, so the Campbell diagram shows both branches.
How do I use the ISO 1940 balance grade results?
Enter the residual unbalance mass and its radius from the rotor centre. The calculator computes the achieved quality grade G (in mm/s) and compares it against all standard grades. Pick the target grade for your application (e.g. G2.5 for turbomachinery or G6.3 for general industrial machinery), and the calculator shows the permissible eccentricity, permissible unbalance in g·mm, and the correction mass needed at your chosen balance-plane radius.
Is the rotor dynamics calculator free?
You can use it during a free 30-minute preview with no sign-up, and a free 14-day account trial unlocks every calculator with no credit card required. The branded PDF engineering report and saved calculations are included in the free 14-day trial and in every paid plan.
Related calculators
- Shaft AnalysisSize the shaft for fatigue and deflection before checking its critical speeds.
- Bearing Analysis (ISO 281)Carry the dynamic bearing loads from the unbalance response into an L10 life calculation.
- Vibration AnalysisSingle-DOF forced vibration, transmissibility, and isolation for the rotor-support structure.
- Flywheel & InertiaSize the flywheel polar moment of inertia that feeds the rotor disc inertia inputs.
- Motor Sizing & VFDMatch the drive motor to the rotor inertia and check that the VFD speed range avoids critical-speed crossings.
Run the Rotor Dynamics on your own numbers
Free 30-minute preview — no sign-up. A free 14-day account trial unlocks every tool and the branded PDF report, no credit card required.
Start freeUsing MechanixCalc at work? See plans & pricing — one subscription unlocks all 50 calculators, PDF reports and saved projects.