ED-220-07

Ref. No.: Rev. No.
:
Elevating and Amusement Devices
Safety Division 220/07
Date: Date:
DIRECTOR’S SAFETY ORDER June 22, 2007
IN THE MATTER OF:

THE TECHNICAL STANDARDS AND SAFETY ACT 2000,
S.O. 2000, c. 16
- and -
ONTARIO REGULATION 209/01(Elevating Devices)
made under the Technical Standards and Safety Act 2000
Subject: MONTGOMERY HR ESCALATOR DC BRAKE ADJUSTMENT ALERT

Sent to: All Elevating devices Contractors, Consultants and Owners
The Director, Elevating Devices Regulation (O.Reg.209/01) pursuant to his authority under section 14.(1)
of the Technical Standards & Safety Act, 2000 hereby orders the following:
1. ORDER
1.1 On every maintenance visit, to all Montgomery HR Escalators having a DC shoe-type brake, that is
maintained by your company, contractors shall perform the brake slide test set out in Box 1 of Kone
Escalator Instruction 2007-04 (see attached). Should an HR escalator take more than half a step to
stop when running in the down direction under no load, the contractor shall carry out the torque test
and check the wear reserve as set out in Boxes 2 and 3 prior to returning the escalator to service.
1.2 No later than 90 days from the effective date of this order, contractors shall have completed a brake
slide test, a brake torque test and a brake wear reserve check as set out in Boxes 1, 2, and 3 of KONE
ESCALATOR INSTRUCTION 2007-04. (see attached)
1.3 If oil is found on the brake pad, the brake pad shall be replaced before the escalator is returned to
service, and an oil drip guard shall be installed over the brake shoes to prevent future oil
contamination.
1.4 Every action in 1.1, 1.2 and 1.3 above shall be noted in the log book, together with mechanic’s
name, signature and date, and, in addition:
a) the empty down slide distance shall be noted every visit .
b) the brake wear reserve gap shall be noted if adjustments are made.
1.5 This order is effective immediately
_______________________
Roland Hadaller, P.Eng., Director, Elevating Devices Regulation appointed under the Technical
Standards & Safety Act, 2000
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3300 Bloor Street West, 14 Floor, Centre Tower, Toronto, Ontario M8X 2X4
Telephone: 416-734-3300 Fax: 416-231-5435 Toll Free: 1-877-682-8772
Putting Public Safety First
ED-220-07.doc 1/4
2. NOTES:
2.1 If replacement brake pads or complete shoes are installed, the linings must be burnished to achieve
full contact with the pulley. Since burnishing may generate excessive heat, ensure brakes cool to
ambient temperature before making adjustments per Boxes 2 and 3 of KONE Escalator Instruction
2007-04.
2.2 If adjustments are required to the brake, the brake wear reserve as set by the brass adjusting screw
(referred to in box 3) shall be checked. The head of this screw may have to be ground down to get
the required clearance (min. 0.060” air gap) when the brake is applied
2.3 Check that there is equal clearance between upper and lower brake shoes and the brake drum to
ensure the brake is not dragging. This clearance can be adjusted using bolts of Stop A and then Stop
B, as shown in the drawing of the Montgomery DC Brake.
2.4 If adjustments are required to the brake, the brake lifting micro-switch shall be checked and if
necessary properly adjusted. The micro-switch operates just as the upper shoe fully opens, in order to
reduce the coil voltage and prevent coil overheating. It also holds in the motor contactors. If the
switch operates too soon the voltage will drop before the brake is fully lifted. This may cause the
pads to drag and excessively wear. If the switch operates too late (or not at all), the run circuit will
not latch causing it not to start or shut down.
3. BACKGROUND
Investigations following a recent accident raised concerns that Montgomery DC shoe type brakes
may not be able to stop their rated load if not properly set up and maintained. Accordingly, KONE
Inc. has issued enhanced maintenance procedures as Escalator Instruction 2007-04, and TSSA has
issued this Director’s Safety Order.
This Order has been developed in consultation with the Elevating Devices Advisory Council
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Ref. No.: Rev. No.

IN THE MATTER OF:

Subject: MONTGOMERY HR ESCALATOR DC BRAKE ADJUSTMENT ALERT

1.5 This order is effective immediately

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