Torque Limiter Instruction Manual JSE3-0140D. World Leader in Modular Torque Limiters

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1 World Leader in Modular Torque Limiters Torque Limiter Instruction Manual JSE3-0140D 1304 Twin Oaks Street Wichita Falls, Texas (940) Fax: (940)

2 Operation and Maintenance Instructions JSE3-0140D MOTOR SHAFT HUB 15 4 PINION SHAFT HUB 1. TORQUE ADJUSTMENT & INITIAL STARTUP a. These torque limiters were preset at the factory, no further adjustment is required at this time. If it is desired to adjust the torque at a later date, proceed as follows. b. To adjust torque at the job site: Refer to detailed setting instructions of Safety Element Torque Limiters (page 4) Figure 1 JSE3-0140D Section View Item Description Qty Part Number 1 Module Carrier 1 JSE Detent Pocket Plate 1 JSE3-0140D-2 3 Inner Hub 1 JSE Retaining Plate 1 JSE Thrust Button 1 JSE3-0140D-5 6 Ball Bearing 2 JSE Inner Seal 1 JSE Outer Seal 1 JSE V-Ring Seal 1 JSE O-Ring 1 JSE Thrust Bearing 1 JSE Spacer 1 JSE Module Assembly 12 JSE F-213 Gear Coupling Half 2 JSE M 15 Press Ring 1 JSE Brake Disc 1 JSE3-0140D Grease Fitting 1 18 Grease Vent /4-5 x 4-1/2 SHCS 18 JSE /4-5 x 6 SHCS 18 JSE RESETTING On overload, the safety element balls are displaced and the Module Carrier Plate disengages from the Detent Pocket Plate, allowing the Module Carrier to rotate freely. Shut down the motor after the Torque Limiter has disengaged. Then align the reset marks on the Detent Pocket Plate and the Module Carrier by inching the drive. After aligning the match marks strike each safety element plunger with a soft mallet and the plunger will move back into the safety element.60 inch signifying that the unit is engaged. 3. GENERAL MAINTENANCE ALL LUBRICATION SHOULD BE APPLIED IN THE TRIPPED OR DISENGAGED POSITION a. Safety Elements (1-13) should be greased with Mobil XTC, Chevron or Conoco Coupling Grease. Pump 5-10 pumps from a grease gun into grease fitting (2-18) every 6 months or after each disengagement. (A one time lubrication is adequate in the case of frequent disengagements within a short period of time). Deep Groove Ball Bearings should be greased with Mobil SHC220, Conoco Phillips Triton 220 or SKF LGEP2. Pump bearing grease in Grease Fitting (1-17) for approximately 5 minutes or until grease comes out Grease Vent (1-18) every 6 months or after each disengagement. (A one time lubrication is adequate in the case of frequent disengagements within a short period of time). b. Safety elements should be stripped, inspected and reassembled at least once every 3 years, more frequently where frequent tripping occurs. 4. TROUBLE SHOOTING a. Unable to reset. Reset marks not aligned. Check reference marks on Module Carrier (1-1) and Detent Pocket Plate (1-2). Make sure reset marks and line is in correct position for correct module alignment. 1

3 5. SAFETY ELEMENT - METHOD OF ASSEMBLY a. Clean all components.591 and coat all working surfaces with a suitable anti-seize 15 compound b. Grease & install "O" ring (2-17) into groove in Housing (2-16) c. Grease inside surfaces of the Housing and install Outer Thrust Race (2-2) d. Install the Plunger (2-1) through the outer thrust race & the 130 end of the Housing (2-16) ensuring that the "O" Ring (2-17) remains in place. e. Grease & install qty mm balls (2-3). f. Grease and install the Inner Thrust Race (2-4) g. Install 7 springs (2-5) oriented as shown in cross section, 45 and fully greased. h. Screw in the Adjusting Nut (2-7) into the Housing until there is contact with the springs. 40 i. Insert the Locking Pellet (2-14) and Set Screw (2-15) into the side of the Housing to facilitate locking the Adjusting Nut. (Refer to page 4 for Torque Adjustment) j. Grease and insert the "O" Ring (2-12) into the Bushing (2-8), insert the Detent Ball (2-9) after thoroughly greasing the Bushing ID. Grease the Plunger (2-1) and install the Bushing. Recommended for Grease Gun application: Mobil XTC, (Chevron Coupling Grease or Conoco Coupling Grease) Mobil (800) Figure 2 JSE Section View Item Description Qty. Part Number 1 Plunger 1 JSE Outer Thrust Race 1 JSE mm Ball 13 JSE Inner Thrust Race 1 JSE Disc Springs 7 JSE /16-20 x 2.25 Socket Head Cap Screw 4 JSE Adjusting Nut 1 JSE Flanged Bushing - 70mm Diameter 1 JSE Detent Ball - 40mm 1 JSE /8-16 x 1.25 Socket Head Cap Screw 1 JSE Detent Pocket - Radial 1 JSE O-ring - Bushing 1 JSE Shim Pack ( 5-set ) 5 JSE R 14 Locking Pellet 1 JSE M x 24mm Socket Set Screw 1 JSE Housing 1 JSE O-ring - Housing 1 JSE Grease Fitting 1 JSE

4 Operation and Maintenance Instructions JSE Figure 3 JSE Exploded View Item Description Qty. Part Number 1 Plunger 1 JSE Outer Thrust Race 1 JSE mm Ball 13 JSE Inner Thrust Race 1 JSE Disc Springs 7 JSE /16-20 x 2.25 Socket Head Cap Screw 4 JSE Adjusting Nut 1 JSE Flanged Bushing - 70mm Diameter 1 JSE Detent Ball - 40mm 1 JSE /8-16 x 1.25 Socket Head Cap Screw 1 JSE Detent Pocket - Radial 1 JSE O-ring - Bushing 1 JSE Shim Pack ( 5-set ) 5 JSE R 14 Locking Pellet 1 JSE M x 24mm Socket Set Screw 1 JSE Housing 1 JSE O-ring - Housing 1 JSE Grease Fitting 1 JSE

5 Depth Micrometer X Module Pre-Load Instruction When new modules are installed on the torque limiter they must have a pre-load of inches. The pre-loading procedure should be performed on four modules in the 12, 6, 3, and 9 o-clock positions initially. Once the correct shim height has been determined for those four modules they should be installed and the bolts torqued down in three stages of 30, 60, 90 ft.-lbs. The modules should be torqued in a 12, 6, 3, 9 o-clock pattern. Once those four are modules are properly installed the pre-load procedure can be performed on each remaining module individually. 1. Grease the Detent Pocket (2-11) and press into position. Install the Cap Screw (2-10) with thread locker. Figure 4 Item P/N Description Qty. 7 JSE Adjusting Nut 1 15 JSE Socket Set Screw 1 16 JSE Housing 1 JSE Setting Instructions 1. Ensure Set Screw (2-15) is not locking the Adjusting Nut (2-7). 2. Hold safety element in soft jaws in a bench vice, as shown in drawing above (figure 4) (photo 1). 3. Loosen Adjusting Nut (2-7) by turning counter-clockwise until all spring load is removed. 4. With adjusting tool, slowly tighten the Adjusting Nut (2-7) until it just touches the disc springs - you will note a large increase in resistance when the nut comes up against the disc springs. At this point the Adjusting Nut is bearing on the Disc Springs with no pre-load. 2. Place the Detent Ball (2-9) on top of the Detent Pocket (2-11) then insert the Bushing (2-8) into the hole in the Module Carrier (1-1) and over the Detent Ball (2-9) until the flange of the bushing bottoms. 3. Insert the assembled Safety Element Module (1-13) through the Bushing (2-8) until the Plunger (2-1) comes into contact with the Detent Ball (2-9). 4. Measure the gap between the module Housing (2-16) and the Module Carrier (1-1). From this measurement subtract inches to determine the correct height of the Shim Pack (2-13). 5. Use a inch micrometer to measure the thickness of the Shim Pack (2-13). Peel off layers of the laminated shims and remove or add shims until the desired thickness is achieved. 6. Remove the Module Assembly (1-13) and Bushing (2-8). Grease the inside and outside surfaces of the Bushing (2-8) and the exposed surfaces of the Plunger (2-1). Install the Bushing (2-8) on the Module Assembly (1-13). Lay the Shim Pack (2-13) on the Module Assembly (1-13) and align the bolt holes. 7. Install the Module Assembly (1-13) onto the Module Carrier (1-1) making sure the Detent Ball (2-9) is still seated properly in the Detent Pocket (2-11). Screw in four 7/16-20 x 2.25 Socket Head Cap Screws (2-6) through the module Housing (2-16) and the Shim Pack (2-13). Tighten the screws to 90 ft.-lbs. 5. Arrange depth micrometer as shown in drawing (figure 4) (photo 1). Measure the distance X from the safety element Housing (2-16) base, to the face of the Adjusting Nut (2-7). This is equivalent to the ZERO SETTING on the Torque / Depth setting graph. Make a scribe mark on the adjusting nut face to note the position of this measurement and make all future measurements to this same position. 6. Refer to Torque Setting Chart (figure 5) for the required torque vs. depth setting, and add this to dimension X. 7. Using the dial indicator or micrometer depth gauge, measure depth and slowly tighten Nut until the required depth is reached. This safety element is now set to the required load setting. 8. Tighten Set Screw (2-15) to lock Nut (2-7). 4 Photo 1

6 JSE3-0140D Torque Setting Chart Torque ( lb-ft ) Depth of Adjusting Nut from Zero Spring Compression ( All 12 Modules Set the Same) Figure 5 5

7 GEAR COUPLING HUB INSTALLATION INSTRUCTIONS Note: For item numbers reference the drawing on the last page. 1.) Shaft Preparation There must be no holes in the very center of the shaft. Bolt holes, turning centers, etc., must be filled and machined smooth so that there is a flat contact surface in the center of the shaft that is parallel with the end of the shaft. Edges of the keyway and shaft end should be free of burrs. Key fits in both the shaft and hub should be checked and if necessary, the key should be machined for an appropriate fit. 2.) Before Installation of the Hub Because the bolt on seal retainer (Item #4) and the o-ring seal (Item #6) cannot pass over the gear teeth on the hub, they must be installed onto the shaft before the hub is installed. The bolt on seal retainer must be installed in the correct orientation. The male pilot should face toward the shaft end. The sides, top, and bottom of the key, as well as the keyway in the shaft should be liberally coated with an oil resistant sealing compound (Permatex No. 2) before the hub is installed. 3.) Installing the Hub These hubs (Item # 3) are machined for a shrink fit on the shaft. They must be heated uniformly, preferably submerged in oil, to facilitate installation. The hubs should not be heated above 350º F. CAUTION: CARE MUST BE TAKEN TO AVOID PERSONAL INJURY IN THE HEATING AND HANDLING OF THE COUPLING HUBS DURING INSTALLATION. The hub must be installed in the correct orientation. The end of the hub farthest from the gear teeth should face the end of the shaft. Do not allow the o-ring to contact the heated hub. The end of the gear hub MUST BE FLUSH with the end of the shaft. After installation the shaft must not protrude from, nor be recessed into the gear hub. The key must not protrude beyond the end of the shaft after installation of the hub. 4.) After Installation of the Hub Lightly coat grease on the o-ring seal and insert it into the groove of the bolt on seal retainer. The seal retainer and o-ring seal should be secured is such a way to avoid damage during handling and shipping. Care must also be taken to prevent damage to the gear teeth during handling and shipping. 6

8 Amerigear 200 Series Flexible Couplings Alignment and Installation Instructions Purpose: The purpose of aligning equipment is to avoid transmission of unwanted stresses to bearings, shafts, couplings, etc. How: By providing minimum angularity and offset of shaft axis at normal operating conditions (Figs. 1 and 2). Why: To increase life of bearings, couplings, shafts and seals. To get at the root of serious malfunctions involving shutdowns and costly repairs. When: 1. During installation, before grouting. 2. Immediately after initial operation. 3. When final operating conditions and final temperature are attained. 4. Seasonally. 5. Whenever first symptoms of trouble occur vibration, undue noise, sudden overheating of bearings. Practical Considerations: 1. Verify shaft separation. 2. Locate rotor in running position (for example, on sleeve bearing motors). 3. Anticipate thermal changes. 4. Read instructions and review drawings. Tools: 1. Dial indicator with attaching device. 2. Feeler gauges. 3. Inside micrometer. 4. Outside micrometer. 5. Snap gauges. 6. Straightedge. Angular Misalignment Measurement: 1. Measure at 4 points the space between the shaft ends (Fig. 3). 2. Rotate both shafts 180 and repeat. 3. Perform calculations for angle. Offset Misalignment Measurement: 1. Rotate shaft A (with dial indicator mounted) and note readings of shaft B offset (Fig. 4). 2. Or use straightedge and feeler gauge (Fig. 5). CAUTION: Misalignment at installation should not exceed 1/3 of rated catalog misalignment. Figure 1 Angularity is the acute angle formed at the intersection of the axes of the driving and the driven machine shafts. When shafts are exactly parallel, angular misalignment is zero; but vertical or horizontal displacement of axes may be present (See Fig. 2). Figure 3 To determine relative angular shaft-positions of driving and driven machines, measure at four points the space between the shaft ends. Choose the largest (a) and smallest dimension (b). Figure 2 Concentric alignment (also called offset alignment or parallel offset) is the relationship between the shaft axes in terms of vertical and horizontal displacements of the axis of one shaft from the axis of the other shaft. Figure 4 To measure offsets with a dial indicator, attach the indicator to shaft A, rotate shaft, and indicate to the periphery of shaft B. To obtain actual displacements of shafts, divide dial indicator readings by 2. CAUTION: Rotating equipment is potentially dangerous and could cause injury or damage if not properly protected. Follow applicable codes and regulations. SERIES F SERIES C Figure 5 Lay straightedge on one hub and measure gap between straightedge and other hub with feeler gauge. Measure at top, bottom, and both sides. Feeler gauge readings indicate actual displacements of shafts. 7

9 Amerigear Flexible Couplings Installation and Lubrication Instructions SIZES /2-207 SERIES F SIZES SERIES C Installation Disassemble coupling and clean all parts. Follow the appropriate 6 steps below and you are ready to go! Installed and lubricated in accordance with the instructions, your Amerigear 200 Series coupling is prepared for a life of dependable, trouble-free service. Series F Installation Step 1. Lightly coat grease on O rings and insert O rings into grooves of sleeve (into grooves of seal retainer for sizes 208 and larger). Place sleeves for sizes over shaft ends. For sizes 208 and larger, place only the seal retainers with O rings inserted, on shaft. Care should be taken not to damage seal on shaft key seat. Step 2. Check key fits and coat keys and keyways with oil resistant sealing compound (Permatex No. 2) to prevent leakage. Install size 201 to 207 hubs on shafts with long ends flush with shaft ends. Install size 200 hub on shaft with short end flush with shaft end. For shrink fits, apply heat to hubs uniformly, preferably submerged in oil not exceeding 350 F. Do not allow O ring seals to contact heated hubs. CAUTION: Care must be taken to avoid personal injury in the heating and handling of coupling hubs that are shrink fit shaft mounted. For sizes 208 and larger, place retainer gaskets and sleeves over hubs and onto shafts. Step 3. Align shafts allowing clearance as per tabulation or in accordance with Dimension D from Engineering Data. Check gap with taper or feeler gauge at 90 points and align hubs with straightedge at 90 points. Step 4. After thoroughly coating hub and sleeve teeth with lubricant, slip sleeves onto hubs, carefully engaging teeth (do not damage seal surface). Place sleeve gasket between sleeves and align bolt holes. Step 5. Secure sleeves, using care to tighten fasteners uniformly. See tabulation Flange Bolt Tightening Torque. For sizes 208 and larger, bolt seal retainers to sleeves. Step 6. Remove both Dryseal lube plugs and add grease in the amount given in the Lubricant Quantity Table. Install lube plugs using Permatex No. 2 for sealing and seat securely. Series C Installation Step 1. For sizes place retainer ring, seal retainer with O ring seated in retainer groove, and sleeve O ring on each shaft. For sizes 208 and larger, place seal retainer with O ring inserted, and gasket over shaft. For CS Series, place retainer ring on shaft on which CS rigid hub will be mounted. Step 2. Check key fits and coat keys and keyways with oil resistant compound to prevent leakage. Install hubs on shafts with short ends flush with shaft ends. For shrink fits, apply heat to hubs uniformly, preferably submerged in oil not exceeding 350 F. Do not allow O rings to contact heated hubs. CAUTION: Care must be taken to avoid personal injury in the heating and handling of coupling hubs that are shrink fit shaft mounted. Step 3. Slip sleeve over hub mounted on longest shaft. Step 4. Align shafts allowing clearance as per tabulation or from Engineering Data, Dimension D. Check gap with taper or feeler gauge at 90 intervals. Also align hubs with straightedge at 90 points. Step 5. Pack hub and sleeve teeth with grease. Force grease into shaft gap. Lightly coat grease on O rings. Slide sleeve over hubs to center position. Remove Dryseal lube plugs and add grease in the amount given in the Lubricant Quantity Table. Step 6. For sizes , install sleeve O rings in sleeve counterbores then press seal retainer assembly in place. Use fingertips or blunt tool. Seat retaining rings in grooves using a winding motion. Recheck to assure retaining rings are positively seated. For sizes 208 and larger, bolt seal end plates to sleeves. HUB SEPARATION FLANGE BOLT TIGHT- ENING TORQUE FT. LBS.* F F SIZE F & C FS CS Exposed Shrouded ,200 *Tightening torque based on unlubricated threads; if threads are lubricated derate torque to 75% of above values. 8

10 Amerigear 200 Series Flexible Couplings Maintenance and Lubrication LUBRICANTS The quantity of lubrication required for installation of the F-213 Ameridrives couplings is 14.4 quarts for the motor side of the coupling and 30 quarts for the pinion side because of the extra space inside due to the brake disc. MANUFACTURER GENERAL MOIST / WET HIGH TORQUE F CLASS III ( C) American Lubricants Co. Alubco Bison 1650 Alubco Bison 1650 Alubco Bison 1650 Alubco Bison 1650 Alubco Bison 1650 (Dayton, OH) Brooks Technology Superplex EP #1 Superplex EP #1 Superplex EP #1 Superplex EP #1 (Cleveland, OH) or Benalene 350 EP #2 or Benalene 350 EP #2 or Benalene 350 EP #2 or Benalene 350 EP #2 (Fuchs Lubricants) Chevron Lubricants Coupling Grease Coupling Grease Coupling Grease Duralith EP2 Coupling Grease or Duralith EP2 or Duralith EP2 or Duralith EP2 or Rykon Premium EP#2 or Gear Compound EP 460 Citgo Petroleum Corp. Premium Lithium EP2 Premium Lithium EP2 Premium Lithium EP2 Premium Lithium EP2 EP Compound 460 or AP Grease Exxon / Mobil Corp. Mobilux EP 111 Mobilux EP 111 Mobilux EP 111 Mobiltemp 78 or Mobilgrease 28 Unirex N2 or Mobilgrease XTC or Teresstic 460 Fiske Bros. Refining Co. Lubriplate 630AA Lubriplate 630AA Lubriplate 630AA Lubriplate Lubriplate #8 (Gear Oil) ISO 460 Anderol Inc. Anderol 786 Anderol 786 Anderol 786 Anderol 786 Anderol 786 (Houghton Canada) Kendall Motor Oil L-424 L-424 L-424 L-427 Super Blu Lyondell Lubricants Litholene H EP2 Litholene H EP2 Litholene H EP2 Pennant NL 220 (Houston, TX) Maryn International / Thixogrease EP #2 Thixogrease EP #2 Thixogrease EP #2 Thixogrease EP #2 Thixogrease EP #2 Power Up Lubricants (Calgary, Canada) Pennzoil / Quaker State Pennlith EP711 Pennlith EP711 or Pennlith EP711 or Pennzoil 707L Super Maxol EP460 or Pennlith EP712 Pennlith EP712 Pennlith EP712 or Pennlith EP712 Syn-Tech Ltd. (Addison, IL) NS-3913-G1 NS-3913-G1 NS-3913-G1 NS-3913-G1 NS-3913-G1 Texaco Inc. Multifax EP2 Multifax EP2 Multifax EP2 Thermatex EP2 Texaco Coupling Grease or Texaco Coupling Grease or Texaco Coupling Grease or Texaco Coupling Grease UNOCAL 76 UNOBA EP2 UNOBA EP2 UNOBA EP2 UNOBA EP2 MP Gear Lube 85W-140 (TOSCO Corporation) For low temp. (-65 ), Aeroshell #22 by Shell Oil Co., Anderol 793 by Huls America, Inc. For low speeds, lubricant manufacturer should be consulted. LUBRICANT QUANTITIES LUBRICATION SERIES F* SERIES C Coupling Wt. Vol. Wt. Vol. Size Lbs. Qts. Lbs. Qts Maintenance The Amerigear Coupling requires a minimum of maintenance. Nevertheless, to ensure a trouble-free life a few checks and proper lubrication should be performed at regular intervals. Ameridrives suggests that the maximum interval between checks and relube be one year. This is only a guide, and the actual interval should be in accordance with good operating practices for application. To disassemble Series F, remove flange fasteners, separate sleeves, slide sleeves over hubs, clean out old lubricant, and inspect seals and gear teeth. Reassemble, starting with Step 3 under Series F installation instructions on the previous page. To disassemble Series C, remove one snap ring, slide sleeves off hubs, clean out old lubricant and inspect seals and gear teeth. Reassemble, starting at Step No. 4 under Series C installation instructions on the previous page. If proper alignment of shafts is assured and it is not practical to disassemble coupling, remove both lube plugs and add grease in sufficient amount to overflow with lubricant holes in horizontal position. Recommended lubricants and quantities are listed on this page. NOTE: Sizes 200 and 201 Series C are supplied without lube plugs lubricate per Series C, Step No. 5. The lubricants listed above are recommended by the lubricant manufacturers for the indicated conditions. Those shaded are reported by lubricant manufacturers to comply with the intent of AGMA This list is solely for our customers convenience and does not constitute an endorsement. The listing is not intended to be complete nor necessarily current due to continuous research and improvement by the various manufacturers. Series F, FM, FA, FE use quantities recommended. For FE, apply one-half in one end and one-half in other end. Series ES, EMS, FAS use one-half the quantities recommended. Series C, CM, CA use quantities as shown. Series CS, CMS, CAS use one-half the quantities recommended. *Series F, Class Ill use quantities as recommended for Series F but limited to the greases shown in Class Ill column above or the following oils: Citgo EP Compound 460 by Citgo Corp.; Teresstic 460 by Exxon; Lubriplate No. 8 by Fiske Bros. 9

11 Type of Information: Division(s) Applicable To: Number: GENERAL INFORMATION Subject: 200 SERIES GEAR COUPLINGS Title: Coupling Size Flange Bolt Size & Qty (REF) COUPLING PRODUCTS Standard Bolt Tightening Torque & Lube Qty Flange Bolt Tightening Torque (Dry) (FT-LBS) Total Lubrication in Quarts Lubrication for Motor Side Coupling in Quarts ENGLISH Lubrication for Pinion Side Coupling in Quarts 200 1/4-28 UNF /4-28 UNF /4-28 UNF SB 3/8-24 UNF EB 3/8-16 UNC SB 3/8-24 UNF EB 1/2-13 UNC SB 1/2-20 UNF EB 5/8-11 UNC SB 1/2-20 UNF EB 5/8-11 UNC SB 5/8-18 UNF EB 3/4-10 UNC SB 5/8-18 UNF EB 3/4-10 UNC SB 5/8-18 UNF EB 3/4-10 UNC SB 3/4-16 UNF EB 7/8-9 UNC SB 3/4-16 UNF EB 7/8-9 UNC EB 7/8-9 UNC Lubrication for Pinion Side when Brake Disc Mounted (in Quarts) 207 EB UNC Page No.: Bolt on Seal Retainer Tightening Torque (DRY) (FT- LBS) BRUNEL CORP. Bolt Thru Seal Retainer Bolt Size (REF) Bolt Thru Seal Retainer Tightening Torque (Dry) (FT-LBS) 208 EB 1 1/8-12 UNF EB 1 1/4-12 UNF EB 1 3/8-12 UNF EB 1 1/2-12 UNF EB 1 1/2-12 UNF EB 1 5/8-5 1/2 UNC EB 1 3/4-5 UNC EB 1 3/4-5 UNC

12 11 5

13 Publication: JSE3-0140D 1-13 Phone: Fax: Twin Oaks Street Wichita Falls, TX 76302

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