Worm Reduction Gear Units: Installation, Operation and Maintenance Manual

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WORM REDUCTION GEAR UNITS

INSTALLATION, OPERATION AND MAINTENANCE MANUAL

SFU SNU-UD

SSM SFO

SNU SFV 1
1) INTRODUCTION

The proper working of a gear unit depends on careful instalolation, correct grade of lubricant and good working conditions.
Hence, it is most important to see that the installation of the gear unit is done according to the instructions given in this
manual to ensure proper working of the gear unit, to ensure a long and trouble free service.

2) INSTALLATION

ELECON worm reduction gear units are supplied in completely condition without oil. The shaft ends are coated with anti-
corrossive agents which are to be removed only by suitable solvents. In no case, shafts should be scraped on field.

2.1) Transportation

The gear units should be lifted by making the use of the eyebolts or integrally cast lugs. These are designed for the weight
of the gear units only and no accessories should be lifted alongwith the gear units. In no case shaft ends should be used for
handling the units. NU/SNU models, vertical gear units should be lifted by using eye bolts fitted on the gear units. The
complete method of lifting is shown in the figures a,b and c. Not to lift the gear unit as shown in fig. d & e.

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2.2) Hand Changing.

a) 1 5/8 to 3NU/SNU

This is achieved easily and quickly by just replacing the cap from one end to the other end of the worm shaft
as shown in Fig. 1 & Fig. 2.

b) NU/SNU models 3.54" to 10.5" and in all other types of gear units replace the fan and fancowl from one end
fix on other end. This is shown in Fig. 3 & Fig. 4. It is not necessary to disamental the gear unit in any way.

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2.3 INSTRUCTION FOR CONVERSION of NU/SNU type gear units in to various mounting positiopns.

The gear unit is supplied in NU-U assembled


condition (i.e. underdriven mounting posi-
tion) as shown in figures 5a & 5b.

The gear unit can be quickly converted from


underdriven mounting position to other
mounting positions by re-arranging the
interchangable Breather plug, Oil levl
indicatior, Drain plug and by fixing additional
base for vertical mounting.

In ‘SNU’ type gear units, oil level indirector,


Drain plug is not required.(1 5/8, 1 3/4, 2, 2
1/4, 3 SNU FILL & FORGET CONCEPT)

2.3.1 NU-U → NU−


−O / SNU-U → SNU-O

1. For gear units 1 3/4, 2 1/4, & 3 NU/


SNU tilt to the unit upside down as
shown in figure 6a.

Each gear unit from 4 NU/SNU onward


is supplied with a kit containing two de-
tachable feet and screws. Fix these feet
on topof the gear unit with screws, as
shown in figure 6b and thje unit upside
down.

2. Replace breather plug (B) and drain plug


(D), keeping oil level indicatior (L) in
the same position.

3. Fill oil inside the gear unit upto the mind


point of oil level indicator (L).

4. The gear unit is ready for NU-O/SNU-


O position as shown in figure 6a & 6c.

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NU-V (X) X- FOR OUTPUT SHAFT VERTICAL UPWARD
2.3.2 NU-U SNU-V
NU-V (Y) Y- FOR OUTPUT SHAFT VERTICAL DOWNWARD
SNU-U
SNU-V
1. Tilt to the gear unit so that the
output shaft is verically up-
ward (X) or downward (Y) as
per your requirement.

2. A kit contains a base, screws


and plug plug supplied with
gear unit. Fix this base to the
gear unit as shown in fugure
7 and tighten the screws as
shown in figure 8. The gear
unit is now ready with base
for NU-V/SNU-V mounting.

3. Replace the oil level indicatior


(L), drain plug (D) and the
breather plug(B). Remove el-
bow (E) while replacing the
breather plug, as shown in fig-
ure 9.

4. Fill oil inside the gear unit upto


the mid point of oil level indi-
cator.

5. The gear unit is ready for NU-V (X)/NU-V (Y) position. Figure 9 shown the gear unit in NU-V (Y) position. Similarly in SNU
model.

6. Replac grease nipple by plug on base side as shown in figure 5 to avoid oil leakage from grease nipple.

2.3.3 This mounting is possible only for

1 3/4, 2, 2 1/4 and 3 NU/SNU

1. Tilt the gear unit so that the input shaft


is verticaly upward or downward as per
your requirement.

2. Remove all the screwsof the output


cover and rotate the cover in such a
way that the oil level indicator position
comes to 45 Deg. above the horizontal
axis as shown in fig. 10

3. Replace the drain plug (D) and breather plug (B) and fix
it to the appropriate position as shown in fig. 10

4. The gear unit can be mounted horizontally by using ad-


ditional support which is supplied on request.

5. The gear is ready for NU-H (X)/NU-H (Y) position.

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2.4 FOUNDATION
Correct installation of the geared system is essential to achieve good performance. The gear unit must be rigidly connected
to the foundation which must alsobe rigid and have a flat mounting surface. If the foundation on base plate structure is
incorrectly designed or constructed, shaft misalignment, vibration, bearing damage and even shaft or housing breakage
can result.

The best practice is to install the gear box rigid concrete foundation, however, in some applications the gear boxes are
required to be mounted on machining structure especially in cement and chemical plants.

While the gear unit is installed on structural foundation. care should be taken that gear unit is mounted on a combined base
plate with driving motor and sufficient areas should be there to properly align the input and output couplings. Packing should
be placed so that support is given in the plane of coupling face.

2.5 COUPLING AND SYSTEM ALIGNMENT


In order to minimise wear, vibration and coupling problem, it is must that the accurate alignment between aoupling hubs on
connected shafts is essentially achieved.

2.5.1 Ensure correct gap between two couplig halves.

2.5.2 Angularity error should be corrected by using feeler gauge shown


in figure 11 and arriving at a constant gap measures every 90
deg. of rotation of the coupling halves simulthneously.

Difference between clearances measured at opposite positions


should be less thatn 0.25mm/100 mm outside diam of coupling.

2.5.3 Eccentricity error can be corrected by using straight edges, as


shown in figure 12 when both coupling halves have the same
outside diameters.

If not a straight edge, should be used in conjuction with feeler


gauge to half the difference in diameter. Here also chacking should
be done every 90 deg. while mounting both coupling halves
similthneously.

2.5.4 SAFETY PRECAUTION.

The client should protect the coupling, rotating shaft extensions


etc. with safety guards.

3 LUBRICATION

Super Series 1 5/8, 1 3/4, 2 1/4 2 and 3" are supplied under

“FILL & FORGET” concept. (i.e. Factory filled synthetic lubricant) and user has not to fill any grade lubricant. All other gear
units are supplied in completely assembled condition without oil and must be filled with the correct grade of lubricant to the
correct level. Reliability, effenciency and wear free operation mainly depend on lubricati use. Over filling of lubricant results
in over heating and leakage.

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RECOMMENDED LUBRICANT - ISO VG 320
MINERAL OIL
BRAND GRADE
International Brands
British Petrolium CS 320 or GR-XP 320
Castrol Alpha Zn 320 or Alpha Sp 320 or Tribol 110/320 IGQA
Caltex Meropa 320
Esso Teresso 320 or Spartan 320
Fuchs Renolin CKC 320
Mobil Oil Co. Mobil DTE Oil AA OR Mobilgear 632
Shell Co. Vitera Oil 320 or Omela 320
Indian Brands
Bharat Petrolium Cabol 320
Fuchs Renolin CKC 320
Castrol Alpha Zn 320 or Alpha Sp-320 or Tribol
Gulf Gulf harmaony 320 or Gulf EP 320
Hindustan Petrolium ENklo 320 or Parthan EP 320
Indian Oil Servomesh SP 320 or Servosystem 320
Veedol Avalon 320

Recommended Grease : For low speed of operations. Below 50RPM, splash lubricant is not sufficient and bearings
are required to be grease packed.

Brand Grade
Castrol EPL 2
Indian Oil Servogem EP 2

POLYGLYCOL BASED SYNTHETIC LUBRICANT

USE OF POLYGLYCOL BASED SYNTHETIC LUBRICANT IS ALSO ADVISBLE TO IMPROVE THE TRANSMITTING
CAPACITY (RATING) OF GEAR UNITS MIN 20% COMPARED WITH USE OF MINEARAL OIL AT SAME WORKING
TEMPERATURE. THIS GEAR OIL SHOWS EXCELLENT NON AGEING STABILITY WITH FAVOURABLOE INFLUENCE
OF EFFICIENCY

Approved Synthetic Lubricants

Brand Grade
Castrol Tribol 800-220
Fuchs Renolin PG 220

Special Note :- Synthetic Lubricant must not be mixed with any other type of oil. The gear unit must be flushed while
changing to or from this lubricant.

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® First change of oil should be made after 500 hours of operation.

® Subsequent oil change must be made after every 3000 hours of operation. The intervals should not exceed 12 months.

Cleanliness of oil is of prime important and it is imperative to flush the gear unit with flushing oil before refilling.
Fluid is to be drained off completely before filling the fresh oil.

Oil of two different manufacturers should not be mixed in any case even though they may be of equivalent
grade.

The unit ready to put into operation and client is not to make anu adjustm,ent in the assembly.
® Maximum rise in oil temperature 93 C under full load with ambient temperature 35 C.

3.1 OIL LEVEL MONITORING


All units are supplied with a filler plug (which also acts as a breather) at the top of the unit. In most cases, there is an oil level
indicator (Knob type) screwed to the gearunit and also oil leel indicator (glass tube inserted in the pipe) provided at the side
of the gearunit.

1) The oil is to be filled up during stationary to the centre in case of the Knob oil level indicator/on to the mark given
on the glass tube.

2) The oil level should be examined periodically and not to allow to fall below the level.

3) The gear unit is to be stopped and then only check the oil level position. If required the amount of oil to be filled
again.

4) It is essential to ensur that the breather plug hole is kept clear at all times. This may lead to oil leakage and the
inhalation of foreign matter through the oil seal as a result, the inability of the gear unit to ventilated freely.

Especially in lower ratios 5:1 to 10:1, the filler cum breather plug is to be mounted opposite to the direction of rotation to
prevent oil leakage from breather.

4. WORM/WORM WHEEL REPLACEMENT INSTRUCTIONS


In order to obtain the best performance from a pair of worm gears. It is essential, when mounting them in trhe gear unit, they
should be adjusted correctly.

We give below some notes on assembly to all worm gear mounting and which will be of particular use to users of ELECON
worm gear units.

4.1 METHOD OF ADJUSTMENT


The Worm wheel should be mounted approximately to the central with the worm and after coating the worm threads with a
prussian blue or similar compound, the gear should be turned by hand to produce a tooth marking on the wheel. If the
marking is not as desired, the wheel should adjusted sideways a correct marking is obtained as shown in fig. 13.

The gap observed between cover and gear case face is to be covered by using required set of aluminium shims and

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This sketch represents a typical
shaft assembly after the hand of
assembly has been changeed, i.e.
a gap between flange and case
on one side and a gap between
spigot and bearing on the other
side.

Gap taken up by shims here or Gap taken up by shims here or


removal of metal from spigot face. removal of metal from spigot face.
accordingly the adjustment to be made for correct positioining of the wheel as shown in fig. 15. Moreover rotate the wheel in
both direction of rotation and to consider both of the driving faces of the teeth and to get a contact as shown in figure 16.

This figure shows that correct leaving side contact on both faces of a worm wheel, which is
desirable when the gears are required to run in both direction of rotation.

4.2 ALLOOWANCES FOR DEFLECTION AND OIL ENTRY GAP

Elecon worm gears are manufactured in such a manner so as to allow for deflection and to
give an entry gap for the lubricants on the entering side on the wheel teeth. This is done by
producing the gears with a “leaving side” contact as shown in figure 13. This contact obviously
leaves an entry gap for the oil and moreover when the wheel deflects under load, the contact
tends to become more central which still leaving some entry gap.

A driving face contact as shopwn in figure 14 is the most possible condition under which a
pair of worm gears can be run, since there is no entry for the oil and moreover, any deflection
wil aggravate the trouble further.

A gear mounted in this manner may cause a temperature rise in the oil as much as 20 percent higher than the correctly
mounted gear as shown in fugure 13. The remedy is to make the wheel (by means of adjustment provided in the design) to
the left until contact similar to that in figure 13 is obtained. This is to be done by trial and error and by movement of wheel
to the left will cause the contact to move to the right.

4.3 BEARING ASSEMBLY

All worm gear units where the worm shaft and wheel shafts are supported on taper roller bearings. The covers are provided
for locating and fitting purpose. This is Shown in Fig. 15. and proper adjustment is to be carried out by using shims.

4.4 OIL SEAL MOUNTING

When a gear unit has been dismantled, it is advisable to replace the old oil seal to a new oilseal and this should be done
carefully to avoid the damage of the sealing lip of seal. If a special fitting accessory is not available edges, then apply a
grease on the lip and slide the seal over it.

5. SHIPPING SPECIFICATONS AND OIL CAPACITIES

The approximately oil quantities and weight of the various worm gear unit types and sizes are given in the folowing tables.
However,these are only indicative and actual oilfilling should be up tp the centre where plug type oil level indicator used and
upto maximum marking level for oil level indicator.
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5.1 SHIPPING SPECIFICATIONS AND OIL CAPACITIES FOR NU/FSM/FIM/FVM/SMM
AVERAGE WEIGHT IN KILOGRAMS
GEAR SIZE 1 5/8 1 3/4 2 2 1/4 3 3.54 4 5 6 7 8

GEAR TYPe NET GROSS NET GROSS NET GROS NET GROSS NET GROSS NET GROSS NET GROSS NET GROSS NET GROSS NET GROSS NET GROSS

NU-U 7 8.5 8 9 12 23 14 25 32 60 40 65 65 95 95 125 152 190 180 230 220 270


NU-O 7 8.5 8 9 12 23 14 25 32 60 40 65 72 102 105 135 165 204 195 265 237 305
NU-V 7.3 9 8.5 9.5 14 24 15 25 37 67 40 65 73 103 105 135 166 205 200 270 250 315
NU-SM ... ... .. ... 15 25 16 25 25 35 65 ... ... 64 80 110 140 157 170 200 270 252 ...

APPROXIMATE OIL CAPACITY FOR NU GER UNIT IN LITRES

NU-U 0.3 0.4 0.6 0.7 2.2 2.1 2.5 4 5 9.5 11


NU-O 1.4 0.5 0.7 0.8 2 2.3 4.1 8 13.5 18 19
NU-V 0.3 0.4 0.6 0.7 2 2.5 3.1 5.7 8.5 18 20

APPROXIMATE OIL CAPACITY FOR NU-SM GEAR UNIT DIFFERENT MOUNTING POSITIOPN IN LITRES

A ... ... 0.6 0.7 1.3 4 5 5.8 8.2 18 19


B ... ... 0.6 0.7 2.1 2.5 2.5 4 6 9.5 11
C ... ... 0.6 0.7 1.7 2. 2.5 4.7 8.8 18 20
D ... ... 0.7 0.8 2.6 3 3 8 11.6 19 2

3 4 5 6 7 8 9 10.5 12 14 17
FSM/FSS Net Weight(kg) 30 70 90 130 175 210 295 450 640 900 1300
Gross Weight (kg) 50 90 110 165 220 275 365 595 900 1150 1750
Oil capacity (ltrs) 2.5 3.5 4.5 6.5 9 11 15 20 25 36 60
FIM Net Weight (kg) 32 65 95 135 18 223 320 480 660 940 1380
Gross Weight (kg) 50 86 120 170 228 300 390 610 920 1180 1800
Oil capacity (ltrs) 3.3 4 5 7 8.5 12 17 22 27 38 95
FVM/FSV Net Weight (kg) 40 55 70 125 170 240 295 440 630 870 1575
Gross Weight (kg) 50 75 90 160 210 265 350 560 845 1120 2000
Oil capacity (ltrs) 1.5 2.25 3 4.5 5 8 11 20 29 43 105
SMM/SMWR Net Weight (kg) 145 210 290 430 780 1280
Gross Weight (kg) 195 259 354 500 940 1540
Approx. Oil A 7 10 14 21 24 28
Capacity in-its B 7 10 13 18 22 25
For Diff. Mounting C 5 8 11 20 26 28
Positions D/E 8 12 15 21 23 30

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5.2 SHIPPINMG SPECIFICATIONS AND OIL CAPACITIES FOR SNU/SFU/SFO/SFV/SSM

AVERAGE WEIGHT IN KILOGRAMS

GEAR SIZE 1 5/8 1 1/4 2 21/4 3 3.54 4 5 6 7 8 9 10.5

GEAR TYPE NET GR NET GR NET GR NET GR NET GR NET GR NET GR NET GR NET GR NET GR NET GR NET GR NET GR

SNU-U 7 8.5 8 10.5 12 23 14 25 32 60 40 65 65 95 95 125 152 190 180 230 220 270 319 385 460 585
SNU-O 7 8.5 8 10.5 12 23 14 25 32 60 40 65 72 102 105 135 165 204 195 265 237 305 336 400 480 600
ANU-V 7.3 9 8.5 11.5 14 24 15 25 37 67 43 68 73 103 105 135 166 205 200 270 250 315 348 430 481 610
SNU-M ... .. ... ... 15 28 16 28 35 65 41 66 64 80 110 140 157 170 200 270 252 316 330 415 465 590

APPROXMATE OIL CAPACITY FOR SNU GEAR UNIT IN LITRES

SNU-U 2.5 2.5 4 5 9.5 11 16 21


SNU-0 FILL AND FORGET 3.8 5.1 8 13.5 18 19 41 45
SNU-V 3.5 4.0 5.7 8.5 18 20 25 26

APPROXIMATE OIL CAPACITY FOR SNU-SM GEAR UNIT DIFFERENT MOUNTING POSITION IN LITRES

A 4 5 7 10 18 19 41 45
B FILL AND FORGET 2.5 2.5 4 6 9.5 11 16 21
C 2.5 2.5 4.7 8.8 18 20 25 26
D/E 3 3 8 11.6 19 20 25 26

10 12 14 17
SFU Net Weight (kgs) 450 580 885 1260
Gross Weight (kgs) 595 900 1140 1700
Oil Capacity (ltrs) 20 25 36 60
SFO Net Weight (kgs) 480 660 940 1380
Gross Weight (kgs) 610 920 1180 1800
Oil Capacity (ltrs) 22 27 38 95
SFV Net Weight (kgs) 440 660 870 1575
Gross Weight (kgs) 560 845 1120 2000
Oil Capacity (ltrs) 20 29 43 106
SSM Net Weight (kgs) ... 780 1280
Gross Weight (kgs) ... 940 1540
Approx. Oil A 24 28
Capacity in-its B 22 25
For Diff. Mounting C 26 28
Positions D/E 23 30
- Size 1 5/8 to 3 under “FILL AND FORGET” concept i.e., Factory filled synthetic lubricant for lifetime lubrication.
- For higher sizes 3.54 to 17 first fillingof oil is not supplied with the gear unit.
- First change of oil should be made after 500 hrs. of operation.
- Subsequent oil changed must be made after every 3000 hours of operation. The interval should not exceed 12 months.

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5.3 SHIPPING SPECIFICATIONS AND OIL CAPACITIES FOR DOUBLE REDUCTION WORM GEARS.

SIZE 21/4/40 21/4450 3/60 3/70 4/80 4/90 5/105 5/120 6/140

SNU-UD/NU-UD/FSMD

Net Weight kg. 79 109 184 200 270 350 530 720 1100

Gross Weight kg. 110 130 220 240 320 410 615 950 1190

Approx. Oil 1st Stage 0.7 0.7 2.2 2.5 3.5 3.5 4.5 4.5 6.5

Capacity lts. 2nd Stage 2.5 4 5 9 11 15 20 25 36

SNU-OD/NU-OD/FIMD

Net Weight kg. 86 119 195 210 290 385 550 745 1070

Gross Weight kg. 125 150 250 250 340 440 630 958 1220

Approx. Oil 1st Stage 0.8 0.8 2 2 3.5 3.5 4.5 4.5 6.5

Capacity lts. 2nd Stage 4.1 8 13.5 14.5 15.5 17 22 27 38

SNU-VD/NU-VD/FVMD

Net Weight kg. 87 119 195 205 300 350 520 720 1000

Gross Weight kg. 110 150 250 260 360 410 615 950 1090

Approx. Oil st Stage 0.7 0.7 2.2 2.2 3.5 3.5 4.5 4.5 6.5

Capacity its. 2nd Stage 3.10 5.7 8.5 9.9 10 11 20 29 43


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ELECON APEED REDUCERS TROUBLE-SHOOTING GUIDE

Our worm gear units are designed to run satisfactoruly for the service life of more than 26,000 hours depending upon their
proper installation, operation and maintenance. When malfunction does occur, the source of trouble can be easily traced. if
correction or repairs are necesasary, special skills or abilities are not required. As a guide to countinous good performance
the following information will prove useful :

Problem Cause Remedy


Reducer is over hearted * Over load * Check the actual loading
* Lubricant is more * Fill oil to specified level
or less than required
* Incorrect grade of lubricant * Use oil of correct grade
* Oil seal damaged * Replace the oil seal

Reducer buzzes * Gear damaged * Correct gears


* Bearing damaged * Replace the bearing
* Inadequate lubricant * Supply with more oil
* Foreign mater enters the reducer * Remove it and change the oil

Unusual vibration * Foreign matter * Remove it and change the oil


* Bearings damaged/worm out * Replace the bearing
* Bolts loosened * Tighten the bolts

Leakage of oil * Oil seal damaged * Replace


* Packing damaged * Replace
* Drain plug loosened * Tighten the drain plug

Input/Output shaft do not work * Bearing damaged * Replace


* A solid foreign matter * Remove it and clean the inside
in gearing & fill fresh lubricant.

Note : The information goven here is for users guidance. It will enable them to obtain satisfactory performance of the gear
box. However, in case of doubt, the users are advised not to do any guess-work or take chance but to consult Elecon.

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PRODUCT SAFETY INFORMATION

General ELECON gear units will operate safety provided that are selected. Installed used and maintained
property. As with any equipment consist of rotating shafts and transmitting power, adequate
guarding is necessary to eluminate the possibility of physical contact with rotating shafts or
coupling.

Potential Hazads The following points should be noted and brought to attention to the persons involved in the
installation, use and maintenance of equipment.

1. For lifting of gearunit eye-bolt or liftijng poits (on larger units) should be used.

2. Check the grade and quantity of lubrication before commissioning. Read and carry out all instructions on lubricant
plate and in the installation and maintenance manual literature.

3. Installation must be performed in accordnce with the manufacturer’s instruction and be undertaken bu suitably
qualified personal.

4. Ensure the proper maintenance of gearboxes in operation. USE ONLY ELECON Spares for gearboxes.

5. The oil level should be examined periodically, if required the oil should be filled again.

6. The operation speeds, transmitting powers, generated torques or the external loads must exceed the design val-
ues.

7. The driving and the equipment must selected to ensure that the complete installation of the machinery will perform
satisfactorily e.g. avoiding system critical speeds, system torsional vibration etc.

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