| 1 | Shaft or Sleeve Diameter | Measure the actual shaft or sleeve diameter at the seal location and compare it with the seal size range. | Use calibrated measuring tools. Confirm the shaft is round, free from burrs, and within the equipment manufacturer’s dimensional tolerance. | An incorrect diameter can prevent proper clamping, cause leakage, or create excessive face loading. |
| 2 | Available Installation Space | Check axial length, radial clearance, gland access, bolt clearance, and room for tools. | Compare the available seal chamber dimensions with the seal drawing before ordering. Allow enough space to tighten fasteners evenly. | Non-cartridge seals are assembled in place; limited access can make installation inaccurate and maintenance difficult. |
| 3 | Shaft Runout | Measure radial shaft movement near the seal faces with a dial indicator while rotating the shaft by hand. | Use the pump or equipment specification as the controlling limit. Excessive runout should be corrected before selecting or installing the seal. | Runout can flex the seal faces, producing uneven wear, heat generation, and leakage. |
| 4 | Shaft and Equipment Alignment | Verify coupling alignment, bearing condition, shaft concentricity, and equipment mounting. | Correct soft foot, worn bearings, pipe strain, or coupling misalignment before commissioning. | A seal cannot compensate for poor equipment alignment or unstable shaft movement. |
| 5 | Operating Pressure and Speed | Confirm pressure, temperature, shaft speed, pressure fluctuations, and start-up conditions. | Select a seal whose documented operating limits cover normal, maximum, and transient conditions. | Pressure and speed affect face loading, heat generation, spring performance, and seal life. |
| 6 | Fluid Compatibility | Identify the process fluid, concentration, suspended solids, crystallization tendency, and chemical additives. | Check compatibility of the faces, secondary elastomer, spring, metal parts, and gasket materials with the complete fluid composition. | Chemical attack, swelling, abrasion, or clogging can cause premature leakage. |
| 7 | Seal Face Material | Consider lubrication, abrasives, dry-running risk, temperature, and chemical exposure. | Use hard, wear-resistant face combinations for abrasive service and suitable low-friction combinations for clean, lubricating fluids. | The face pairing controls wear rate, frictional heat, and resistance to fluid-related damage. |
| 8 | Setting and Installation Method | Determine how the seal spring compression or working length will be established during installation. | Use the specified setting dimension, installation instructions, and clean assembly practices. Do not guess the spring setting. | Incorrect setting can result in insufficient contact pressure or excessive friction and wear. |
| 9 | Maintenance Access and Spare Parts | Review the time required to remove the gland, springs, faces, gaskets, and other replaceable components. | Choose a design with accessible components, clear replacement instructions, and readily available standard spare parts. | Good maintainability reduces downtime and lowers the risk of installation errors during repairs. |
| 10 | Monitoring and Flushing Requirements | Check whether the application needs clean flush fluid, cooling, quenching, pressure monitoring, or leakage detection. | Provide the required auxiliary connections and verify that flush flow, pressure, and temperature can be monitored. | Proper environmental control removes heat and solids, improves face lubrication, and extends service life. |