Foote-Jones Lubrication Manual

Table of Contents L1
Lubrication & Installation Instructions
MECHANICAL WARNINGS & CAUTIONS - GEAR DRIVES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L2 ELECTRICAL WARNINGS & CAUTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L3 GEAR DRIVE LUBRICATION & INSTALLATION INSTRUCTIONS - GENERAL . . . . . . . . . . . . . . .L4 TO L8 LINE-O-POWER 800 SERIES SPEED REDUCERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L9 UNI-POWER 2000 & 4000 HIGH EFFICIENCY DRIVES . . . . . . . . . . . . . . . . . . . . . . . . . . . .L10 TO L18 HELICAL IN-LINE COMPACT HELICAL PARALLEL HELICAL BEVEL HELICAL WORM HY-POWER WORM SPEED REDUCERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L19 TO L20 POWERTORQUE SHAFT MOUNT REDUCERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L21 TO L24 8000 SERIES HEAVY DUTY SHAFT MOUNT & CREW CONVEYOR DRIVES . . . . . . . . . . .L25 TO L29 MAX-POWER PARALLEL SHAFT & SPIRAL BEVEL GEAR REDUCERS . . . . . . . . . . . . . . .L30 TO L35
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L2 Important Information
WARNING Please Read Carefully CAUTION
CAUTION information is supplied to you for your protection and to provide WARNING and The following you with many years of trouble free and safe operation of your Foote-Jones product.
Read ALL instructions prior to operating reducer. Injury to personnel or reducer failure may be caused by improper installation, maintenance or operation.
WARNING
Written authorization from Foote-Jones is required to operate or use reducers in man lift or people moving devices. Check to make certain application does not exceed the allowable load capacities published in the current catalog. Buyer shall be solely responsible for determining the adequacy of the product for any and all uses to which Buyer shall apply the product. The application by Buyer shall not be subject to any implied warranty of fitness for a particular purpose. For safety, Buyer or User should provide protective guards over all shaft extensions and any moving apparatus mounted thereon. The User is responsible for checking all applicable safety codes in his area and providing suitable guards. Failure to do so may result in bodily injury and/or damage to equipment. Hot oil and reducers can cause severe burns. Use extreme care when removing lubrication plugs and vents. Make certain that the power supply is disconnected before attempting to service or remove any components. Lock out the power supply and tag it to prevent unexpected application of power. Reducers are not to be considered fail safe or self-locking devices. If these features are required, a properly sized, independent holding device should be utilized. Reducers should not be used as a brake. Any brakes that are used in conjunction with a reducer must be sized or positioned in such a way so as to not subject the reducer to loads beyond the catalog rating. Lifting supports including eyebolts are to be used for vertically lifting the gearbox only and no other associated attachments or motors. Use of an oil with an EP additive on units with backstops may prevent proper operation of the backstop. Injury to personnel, damage to the reducer or other equipment may result. Overhung loads subject shaft bearings and shafts to stress which may cause premature bearing failure and/or shaft breakage from bending fatigue, if not sized properly.
CAUTION
Test run unit to verify operation. If the unit tested is a prototype, that unit must be of current production. If the speed reducer cannot be located in a clear and dry area with access to adequate cooling air supply, then precautions must be taken to avoid the ingestion of contaminants such as water and the reduction in cooling ability due to exterior contaminants. Mounting bolts should be routinely checked to ensure that the unit is firmly anchored for proper operation.
In the event of the resale of any of the goods, in whatever form, Resellers/Buyers will include the following language in a conspicuous place and in a conspicuous manner in a written agreement covering such sale: The manufacturer makes no warranties or representations, express or implied, by operation of law or otherwise, as to the merchantability or fitness for a particular purpose of the goods sold hereunder. Buyer acknowledges that it alone has determined that the goods purchased hereunder will suitably meet the requirements of their intended use. In no event will the manufacturer be liable for consequential, incidental or other damages. Resellers/Buyers agree to also include this entire document including the warnings and cautions above in a conspicuous place and in a conspicuous manner in writing to instruct users on the safe usage of the product. This information should be read together with all other printed information supplied by Foote-Jones.
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Important Information L3
WARNING Please Read Carefully CAUTION
This catalog is not intended to provide operational instructions. Appropriate Marathon Electric instructions provided with the motor and precautions attached to the motor should be read carefully prior to installation, operation and/or maintenance of the equipment. Injury to personnel or motor failure may be caused by improper installation, maintenance or operation.
CAUTION information is supplied to you for your protection and to provide WARNING and The following you with many years of trouble free and safe operation of your Marathon Electric product: WARNING
Disconnect power and lock out driven equipment before working on a motor. Always keep hands and clothing away from moving parts. The lifting support on the motor is not to be used to lift the entire machine. Only the motor attached
directly to the support may be safely lifted by the support. Install and ground per local and national codes. Discharge all capacitors before servicing a single phase motor. Misapplication of a motor in a hazardous environment can cause fire or an explosion and result in serious injury. Only the end user, local authority having jurisdiction, and/or insurance underwriter are qualified to identify the appropriate class(es), group(s), division and temperature code. Marathon Electric personnel can not evaluate or recommend what motors may be suitable for use in hazardous environments. If a motor is nameplated for hazardous locations, do not operate the motor without all of the grease and drain plugs installed. Never attempt to measure the temperature rise of a motor by touch. Temperature rise must be measured by thermometer, resistance, imbedded detector or thermocouple. Motors with automatic reset thermal protectors will automatically restart when the protector temperature drops sufficiently. Do not use motors with automatic reset thermal protectors in applications where automatic restart will be hazardous to personnel or equipment. Motors with manual reset thermal protectors may start unexpectedly after the protector trips when the surrounding air is at +20Fahrenheit or lower. If the manual reset protector trips, disconnect motor from its power supply. After the protector cools (five minutes or more), it can be reset and power may be applied to the motor. Connect all protective device leads, marked P1, P2, etc., per instructions supplied with the motor. Operation of a motor at other than its nameplate rating may result in fire, damage to equipment or serious injury to personnel. For safety, Buyer or User should provide protective guards over all shaft extensions and any moving apparatus mounted thereon. The User is responsible for checking all applicable safety codes in his area and providing suitable guards. Failure to do so may result in bodily injury and/or damage to equipment. Consult qualified personnel with questions and all electrical repairs must be performed by trained and qualified personnel only. For motors nameplated as belted duty only, do not operate the motor without belts properly installed. Motors and/or driven equipment should not be operated faster than their rated speed. For inverter applications, follow the inverter manufacturers installation guidelines. Make sure the motor is properly secured and aligned before operation.

CAUTION
Resale of Goods
In the event of the resale of any of the goods, in whatever form, Resellers/Buyers will include the following language in a conspicuous place and in a conspicuous manner in a written agreement covering such sale: The manufacturer makes no warranty or representations, express or implied, by operation of law or otherwise, as to the merchantability or fitness for a particular purpose of the goods sold hereunder. Buyer acknowledges that it alone has determined that the goods purchased hereunder will suitably meet the requirements of their intended use. In no event will the manufacturer be liable for consequential, incidental or other damages. Even if the repair or replacement remedy shall be deemed to have failed of its essential purpose under Section 2-719 of the Uniform Commercial Code, the manufacturer shall have no liability to Buyer for consequential damages. Resellers/Buyers agree to also include this entire document including the warnings and cautions above in a conspicuous place and in a conspicuous manner in writing to instruct users on the safe usage of the product. This information should be read together with all other printed information supplied by Marathon Electric. For more information contact: Marathon Electric Manufacturing Corporation, Subsidiary of Regal-Beloit Corporation, 100 E. Randolph St., Wausau, WI 54401 Phone: 715-675-3311 or Fax: 715-675-8030.
L4 General Instructions
WARNING SAFETY Rotary equipment is dangerous unless adequately guarded. the user is responsible for complying with all applicable safety regulations. Adequate safety instructions must be given by the user to personnel directly responsible for the installation, maintenance, and operation of the equipment. The gear unit must not be operated above its service rating.
units is to prevent leakage of the oil, which would (1) lower the oil level and leave surfaces exposed and (2) contaminate the storage area. Despite careful preparation by the manufacturer, some oil seepage can be expected. The gear unit should be located in the storage area so as to avoid damage to other equipment and the surroundings. It is preferable that long-term preparation be done at the factory but, if this is not possible, the following procedure is recommended: 1. 2. Place the gear unit on wooden blocks. Tighten all bolts on the housing and all pipe connections such as plugs, standpipes, dipstick caps, and heaters. Replace the breather with a pressure-relief valve having a 1 PSI setting. Clean the outside diameter surfaces of the bearing covers and the adjacent surfaces of the bearing blocks with solvent. Apply a fillet of adhesive sealant such as General Electric RTV-102 around the junction of these surfaces. All exposed unpainted parts such as shafts should be coated thoroughly with a corrosion preventative compound, solvent cut back type, leaving a firm film. Use Nox Rust No. 369 (Daubert Chemical Co.) or equivalent. Completely fill the gear unit with the type of lubricant specified for operation, and tighten the fill-hole plug. Protect other Buyers or Sellers vendor-furnished items in accordance with the manufacturers recommended storage procedures. Cover the gear unit with tarpaulins. It is recommended that the input shaft of every reducer be rotated once a month enough turns to produce one complete turn on the output shaft to prevent Water Etching or False Brinelling of the bearings and seizure of the Elastomeric Seal Lip Material on the shaft. PROTECTION OF ASSOCIATED EQUIPMENT IN STORAGE COUPLINGS Fill with recommended lubricant. Coat the external surfaces with heavy grease. Wrap plastic film around the coupling and tape the plastic to the shaft. BACKSTOP Remove the outer half of the backstop guard. While rotating the backstop, squirt a rust inhibiting oil such as Mobilarma 523 (Mobil Oil Company) into every open pinhole in the backstop housing in a manner that will saturate every component in the backstop assembly. Replace the backstop guard. Wrap plastic film around the backstop and tape the plastic to the shaft and to the endbell snout.
ATTENTION: Unit should be inspected immediately on receipt of shipment for any indication of rough handling or damage. Any evidence of this should be reported immediately to the carrier and a claim entered. This may show up as scuffed paint, broken or cracked castings, bent shafts, metal deformation or a shift in alignment of components.
CAUTION Do not operate if mounted on the ceiling, on a wall, or on an incline unless the unit has been specifically modified for such an installation. Special lubrication arrangements must be provided when the mounting is other than standard floor mounting on a level, horizontal surface.
3.
INTRODUCTION IMPORTANT - Read the following instructions carefully and use them as the basis for proper care of your unit. All tags and bulletins wired to the unit should be carefully read and filed for future reference. STORAGE NORMAL PREPARATION Prior to shipment, all gear units are tested with a rust inhibiting oil that covers all interior surfaces. Shaft extensions and external machine surfaces are coated with a drying-film rust-preventive material. These measures constitute the normal preparation for shipment and for temporary delays during installation, and will provide some protection, for some period of time, depending on the ambient conditions. Outdoor, unprotected storage is not recommended. The table in the next column shows approximate storage periods. 4.
5.
6.
7. 8.
APPROXIMATE STORAGE PERIODS

Type of Preparation Normal Long Term Outdoor* 2 Months 12 Months Indoor** 6 Months 24 Months
* Unit stored on blocks and covered with a tarpaulin in a protected area. ** Dry building with reasonably constant temperature. PREPARATION FOR LONG-TERM STORAGE If the storage period provided by normal preparation is not adequate, the gear unit must be prepared for long-term storage. Protection of gear units against corrosion of internal surfaces during long-term storage is best accomplished by submerging the internals in oil and limiting the entry of air into any remaining space over the oil. The major problem in the preparation of the
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General Instructions L5
CHAIN DRIVES Remove the chain from the drive, roll it up, coat it with grease, and wrap it in plastic film. Coat the sprockets with a firm film of a corrosion-preventative compound such as Mobilarma 633. BELT DRIVES Remove the belt from the sheaves and wrap it in plastic film. Coat the sheaves with a firm film of a corrosion preventive compound such as Mobilarma 633. MOTORS Refer to instructions on storage protection provided by the motor manufacturer. The bearings are usually prelubricated. Refer to motor manufacturer for relube period. Use protective cover to keep out water. INSTALLATION SAFETY It is the purchasers responsibility to determine the applicable local and national safety codes related to speed reducers for the specific installation involved. Shaft guarding and noise level requirements particularly should be checked, and any requirements involving the reducer clearly specified. PREPARING THE GEAR UNIT FOR INSTALLATION Just prior to installation, remove the protective coatings and touch up any rust spots. If the unit was filled with oil suitable for operation under ambient conditions, it can be drained down to the recommended operating level. If the oil is not suitable for operation, the unit must be drained and refilled to the recommended level with the grade and type of oil shown on the nameplate for the ambient temperature. Reinstall the breather. Inspect the seal lips carefully. While in storage, they may have deteriorated, the seal will not perform satisfactorily, and must be replaced. FOUNDATION The gear unit should be mounted on a rigid foundation such as a reinforced concrete pad, a base plate, or a steel structure. An inadequate foundation will permit misalignment under load which may result in noise or overloading of elements in the drive train. Install broad, flat metal shims under the feet to level the gear unit and to align it with the motor and the driven equipment. After bolting the gear unit in place, recheck the alignment; it may be necessary to modify the heights to the shim packs to compensate for the effect of torquing the foundation bolts. Do not mount the gear drive on ceiling, on a wall, or on an incline unless the unit has been specifically modified for such an installation. Special lubrication arrangements must be provided when the mounting is other than standard floor mounting on a level, horizontal surface. SHAFT CONNECTIONS WHEN GEARING, BELTS OR CHAINS are used to connect the
CAUTION
gear unit to the prime mover or driven equipment, the pinion, sheave, or sprocket should be mounted on the shaft as closely as possible to the bearing cover to minimize shaft deflection and bearing load. Check the overhung loads to be certain that they do not exceed the catalog ratings and that the points of application are not outboard of the bearing cover by more than one shaft diameter. If the overhung load is more than one shaft diameter outboard of the bearing cover, the catalog rating will be reduced. Refer to appropriate catalog section, to determine the actual overhung-load rating, or consult the factory. For satisfactory performance of belt drives and chain drives, sheaves and sprockets must be properly aligned. A straightedge laid across the sides of sheaves and sprockets, as shown below, will facilitate below.
L
EXTERNAL GEARING must be adjusted for proper backlash, face centering, and alignment. Backlash can best be checked with a feeler gauge. Face centering can be gauged satisfactorily by eyethe wider member (usually the pinion) should extend beyond the narrower member approximately equally on both sides. Alignment can be checked by blueing the teeth, running the drive under load, and noting the contact pattern. Contact should be symmetrical about the center of the gear face; corner contact is unacceptable. Face pattern and contact pattern are illustrated below. If the gear unit is to be coupling-connected to the prime mover or the driven equipment,
IDEAL CONTACT PATTERN
GEAR-FACE CENTERED ON PINION
or both, flexible couplings must be used. Rigid couplings are not suitable. Flexible couplings can compensate for reasonable amounts of misalignment but it is good practice to maintain good alignment between the gear unit and the connected equipment. It is also necessary to adjust the location of the connected equipment relative to the gear unit to provide the coupling gap (endwise clearance) between shafts that is recommended by the coupling manufacturer.
Coupling alignment errors are of two kinds; angular misalignment and parallel misalignment. Satisfactory alignment of the two shafts is easier to achieve if angular misalignment is corrected first. Angular misalignment is illustrated below. It is most easily corrected using a feeler gauge equal in thickness to the recommended coupling gap. When good angular alignment has been obtained, the gap measurement at points A, B, C and D will be all equal. After parallel misalignment has been corrected, it is recommended that the angular alignment be rechecked and readjusted as indicated. The fit of a coupling hub, pinion, sprocket, or sheave on a gear-unit shaft will range from loose to heavy interference. Heavy hammer blows must never be used to mount any of these components on the shaft because the bearings in the gear unit may be damaged. If the component at the ambient temperature cannot be mounted with light tapping, it must be expanded by heating until it can. Heating will also facilitate the removal of these components, reducing the likelihood of damaging the gear unit.
CAUTION When mounting heated components on a gear-unit shaft, take care to protect the oil seal from heat damage. Use wet rags or an air hose to cool the shaft. CAUTION Do not overfill; a high oil level will generate heat through churning. To ensure proper lubrication of all moving parts, do not underfill or let the oil level drop more than 1/4 inch below the indicated level.
ANGULAR MISALIGNMENT
COUPLING GAP
Parallel misalignment is illustrated below. It is corrected in the horizontal direction by shifting one of the two connected units sideways and in the vertical direction by shimming. When good parallel alignment has been obtained, a straight edge at points A, B, C and D will simultaneously contact the outer surfaces of both coupling hubs.
The initial oil fill should be changed after two weeks of operation. Thereafter, the oil should be changed every six months under normal operating conditions.
PARALLEL MISALIGNMENT
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General Instructions L7
OPERATION
START-UP CAUTION After the installation has been completed, but 1. before the initial startup, the following checks should be made. A. Verify the rating of the reducer, (indicated on the nameplate and certified print) to be sure the service rating, RPM or speed range, thermal rating, and any overhung or thrust loading are not exceeded in actual operation. B. Make sure reducer is filled with the correct lubricant to the proper level. Too much oil in the reducer causes churning and excessive heat generated by fluid friction. Likewise, an insufficient amount of oil will make the reducer operate at higher temperatures. Make sure all oil passages are clear and permit free flow of the lubricant. Refer to section of this bulletin on lubrication and/or the nameplate affixed to the reducer. C. On vertical units, check grease fittings for lubrication (unit shipped without grease in the L.S. bearings). D. Lubricate couplings with manufacturers recommended lubricant. E. If backstop is used make sure it is filled to the oil level mark with the proper lubricant. F. Fan - On units equipped with a fan check the air supply for proper fan circulation. Avoid high surrounding ambient temperatures, 2. Check for free rotation of all elements. In many cases, the input shaft of the reducer can be turned by hand even with a connected load. 3. Check all bolts and capscrews to make sure they are tight. (See Fig. on Page 6) 4. Check belts and/or chains for proper tension. 5. After energizing motive power, if any undue noise occurs, shut off power immediately. 6. Observe temperature rise. This may take up to two hours to stabilize. In some instances depending on ratio, size and input speed the temperature in the oil sump may rise as much as 100 F (55.6 C) above the ambient. Actual operating temperature will vary with the reducer size, ratio, type and operating conditions. Under no circumstances should the oil bath temperature exceed 200 F (93.3 C). If this should occur, consult the factory. The housing and shaft adjacent to the high speed seal may show temperatures significantly above 200 F (93.3 C). This will diminish as the seal and shaft sealing area wear in. Application of oil at this area during the break-in period will help in assisting this process.
CAUTION Many times the reducer temperature is judged by the touch of hand and may be considered to be quite hot. The only positive method is to use a surface temperature measuring instrument such as a Pyrocon or by using a thermometer directly in the oil bath,
7. Bearings can produce localized heating from cramping either radial or axial. Check for insufficient end play. 8.
CAUTION Do not operate this unit beyond its service rating as any failure resulting could cause damage to property or life and limb. CAUTION The system of connected rotating parts must be free from critical speed, torsional or other type vibration, no matter how induced. The responsibility for this system analysis lies with the purchaser of the speed reducer.
9.
MAINTENANCE CHECK POINTS For optimum protection and preventative maintenance it is recommended that the reducer be inspected daily. Points to cover are: 1. OIL LEAKAGE at oil seal, housing split, bearing cap shims, pipe fittings. Tighten housing bolts, bearing cap bolts and pipe fittings and/or replace oil seal if leakage is sufficient to cause rapid drop in oil level. It may be necessary to add sealant between bearing cap shim packs and the housing. 2. OIL LEVEL - Any undue drop in oil level is an indication of oil leakage from some point on the reducer and should be corrected. If backstop is used, check oil level also. 3. TEMPERATURE - Check the actual temperature of the oil bath, gear case, and shafts at various points. This should be done after the unit has been in operation at least two hours. The average oil bath temperature is 140 F (60 C), however, the range can vary from 100 F to 200 F (37.8 to 93.3 C). Bearings can produce localized heating from cramping either radial or axial. Check for insufficient end play. Any undue rise in temperature above that normally encountered and not accountable for by a rise in the ambient should be investigated. Low oil level, abnormal loading, thickening of lubricant, bearing seizure are possible sources. If in a particular bearing, the heat would be localized in the housing area adjacent to the bearing. 4. SOUND LEVEL - A sudden change in the sound level is a possible indication of low oil level, undue thinning out of lubricant, abnormal loading, worn coupling or deterioration of internal parts. Noise is usually difficult to isolate because sound can travel throughout the entire drive system. A noise can be pin-pointed to a specific area by determining its approximate frequency and if it is at accurate regular intervals.
5. LUBRICANT CONDITION - A change of color in the oil or thickening or unexplainable corrosion of internal parts is an indication that it has deteriorated and should be changed. 6. LOADING - Periodic load checks are valuable in making sure that reducer rating is not exceeded. 7. OIL BREATHER - Must be kept clean, 8. VIBRATION - A change in the vibration normally associated with the system can indicate worn couplings or internal reducer parts. 9. DIRT ACCUMULATION - Any undue accumulation of dirt on the reducer or in fan components where fans are used will affect proper cooling of the unit. 10. GREASE LUBRICATE - Grease should be applied once a month to the Alemite fitting on the L.S. bearing caps until it escapes from the Alemite relief fitting on the opposite side of the cap or from the outer seal lip, or from the labyrinth. Uses a good Lithium base grease (NLGI No. 2 consistency). 11. COUPLINGS - If noisy, check for lubrication. 12. REPAIR PARTS - Keep recommended spare parts, oil seals, and bearings on hand to reduce down time.
CAUTION In the Food (including animal food) and Drug Industry, consult the petroleum supplier for recommendation of lubricants which are acceptable to the Food and Drug Administration and/or other authoritative bodies having jurisdiction.
FOOD AND DRUG INDUSTRY Some operations in the Food and Drug Industry require special lubrication considerations in view of possible toxicity from contamination by the oil or grease used in the equipment. Some EP products contain Lead Naphthenate, Phosphorus, or Chlorine which are toxic and could be harmful.
COUPLINGS Each coupling shipped with a reducer is tagged with a list of the proper lubricants and an outline of the correct lubrication practice to follow. They should be relubricated at regular intervals and not allowed to go dry. BREATHER Each unit is equipped with a breather. This should be cleaned at intervals to insure that it is working.
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LINE-O-POWER Lubrication L9
LUBRICATION
CAUTION Gear units shipped without oil.
are
TABLE 1 AGMA LUBRICANT NUMBERS FOR CONCENTRIC SHAFT REDUCER, COUPLED GEARMOTOR & GEARMOTOR
HELICAL GEAR REDUCERS T Y P E S I Z E
SL, VSL, P, K, L, VL, GM, CVC
Before startup, fill the unit to the indicated level with the grade and type of oil shown on the nameplate for the ambient temperature range. Suitable oils are listed in this manual. If the unit will be operated at ambient temperatures outside the range shown on the nameplate, consult the factory for recommendations.
AGMA LUBRICANT NUMBER BY AMBIENT TEMPERATURE 15 - 60 DEGREES F 50 - 125 DEGREES F NORMAL SERVICE 4 HEAVY DUTY 4 EP NORMAL SERVICE 5 HEAVY DUTY 5 EP
820 - 827 831 - 837 843 - 847
Where the lubricant contains lead naphthenate (an EP additive) the reducer oil sump temperature should not exceed 160F (70C).
TABLE 3
APPROXIMATE OIL CAPACITY (GALLONS) UNIT SIZE 821 822 823 824 8245 825 8255 826 8265 827 831 832 833 834 8345 835 8355 836 8365 837 843 844 8445 845 8455 846 8465 847 GEARMOTOR STD. LEVEL .8 1.1 2.1 2.8 3.7 5.5 8.4 11.0 _ _ L.S. LEVEL 1.0 1.3 2.5 3.8 5.9 7.8 12.0 16.0 1.4 1.6 3.2 4.6 6.3 10.2 14.5 20.5 26.0 35.0 3.6 5.1 7.5 11.0 15.3 21.0 47.0 59.0 VGM LEVEL 1.9 2.0 4.5 7.5 7.5 16.3 18.5 25.0 1.9 2.0 4.5 7.5 9.7 16.3 18.5 25.0 4.5 7.5 9.7 16.3 18.5 25.0 REDUCER AND COUPLED GEARMOTOR STD. LEVEL L.S. LEVEL VSL LEVEL .8 1.0 1.9 1.1 1.3 2.0 2.1 2.5 4.5 2.8 3.8 7.5 3.7 5.9 7.5 5.5 7.8 16.3 8.4 12.0 18.5 11.0 16.0 25.0 30.0 40.0 40.0 50.0 1.4 1.9 1.6 2.0 3.2 4.5 4.6 7.5 6.3 9.7 10.2 16.3 14.5 18.5 20.5 25.0 26.0 35.0 3.6 4.5 5.1 7.5 7.5 9.7 11.0 16.3 15.3 18.5 21.0 25.0 47.0 _ 59.0
NOTE: WITH OUTPUT SHAFT SPEED OF 68 RPM OR LESS, THE LOW SPEED LEVEL (HIGH OIL LEVEL) SHOULD BE USED, DATA APPLIES TO HORIZONTAL FLOOR MOUNTED GEARMOTORS AND REDUCER MODELS. * FOR VERTICAL UNITS (LOW SPEED DOWN), USE THE HIGH OIL LEVEL PLUG. CAUTION These are approximate amounts. Always fill your speed reducer to the oil level indicator for proper lubrication. The vertical flange mounted drive has a grease fitting at the bottom of the housing at the output shaft. Re-grease with NLFI No. 2 consistency Lithium Base grease at three month intervals. The seals at the shaft extensions should be purged periodically with NLGI No. 2 Lithium Base grease. Using a hand gun, pump grease into the fitting until the grease forced out around the shaft is clean. Pump slowly to avoid forcing grease past the lip seal and into the gear unit.
L10 UNI-POWER 2000 & 4000 High Efficiency Drives

Uni-Power 2000 & 4000 HIGH EFFICIENCY HELICAL IN-LINE, COMPACT HELICAL PARALLEL, HELICAL BEVEL, and HELICAL WORM GEAR DRIVES LUBRICATION
IMPORTANT SELECTION INFORMATION Check to verify that the application does not exceed the capacities published in the current catalog, and printed on the gear unit name plate. All capacity ratings are based on proper application of AGMA Service Factors listed in the current catalog.
WARNING Do not use GL-90, 75W-90 or other extreme pressure (EP) lubricants containing friction modifiers such as graphite or molybdenum disulfide in gear drives containing internal backstops. Lubricants with EP additives may produce coatings which adversely affect operation of the backstop. Injury to personnel, damage to the reducer or other equipment may result.
Uni-Power 4000 HIGH EFFICIENCY HELICAL IN-LINE GEAR DRIVES LUBRICATION

QUAD REDUCTION UNITS The primary and secondary units are independent units, with separate fill, vent, level and drain holes. Use the double reduction drawings in Figures HI1 & HI2 for the mounting positions and lube hole locations. The mounting position designation is based on the secondary unit, which can be foot mount or flange mount. The primary unit is always flange mount type.
CAUTION The clear sight glass plug should be installed in CAUTION
CAUTION All Uni-Power 2000 & 4000 HIGH EFFICIENCY gearmotors and gear reducers are supplied with the correct quantity of lubricating oil for the mounting position specified at time of order.
BEFORE INSTALLATION Review the approved mounting positions and lubrication levels identified in Figures HI1 & HI2, CPS1, HB1, or HW1 & HW2. Do not deviate from the mounting positions or lubrication levels shown without contacting the factory. For transportation, the units are supplied as sealed gearcases. In place of the breather plug, a pipe plug is installed. The breather plug accompanies the unit in the lubrication instructions and hardware envelope. BEFORE OPERATING After final installation, install the breather plug in the locations specified in Figures HI1 & HI2, CPS1, HB1, or HW1 & HW2 for the appropriate mounting position. After installation, the actual mounting position should be confirmed against the mounting position shown on the gear reducer nameplate. Adequate lubrication is only guaranteed if the unit is mounted in the specific nameplated mounting position.
CAUTION If the mounting position is changed, the oil quantity must be adjusted to obtain the proper oil level per the Lubrication Instruction enclosed with each unit. Mounting position must be one shown in Figures HI1 & HI2, CPS1, HB1, or HW1 & HW2. Consult the factory if you are not certain of the correct oil level or quantity. Consult the factory for mounting positions not shown.
the proper oil level hole. The oil level is correct when the surface of the oil is at the center of the plug. When a solid plug is provided for the oil level, the oil level is correct when the surface of the oil is level with the lowest point of the level plug, shown in Figures HI1 & HI2, for the appropriate mounting position.
CHANGING LUBRICANT After the first 100 hours of operation, drain out initial oil, flush out the helical in-line gear case with an approved nonflammable, non-toxic solvent, such as Lubriplate Syn Flush, Lubriplate Pure Flush, Whitmores Flushing Oil (#06802030) or Medallion Flushing Oil Kosher (#06812010), and refill. Thereafter, oil should be changed at least every 7,500 operating hours (15,000 for synthetic oil lubricant) or every 18 months (36 months for synthetic oil lubricant) whichever occurs first.
CAUTION
INPUT BEARING GREASE

CAUTION The outer bearing on shaft input models of Helical In-Line Gear Drives is grease lubricated at the factory and sealed with a Nilos Ring for operation in all mounting positions. Pump 3 pumps of grease into the grease zerk after every 3000 hours of operation, to lubricate the bearing and input seal.
VARIATIONS FROM NORMAL CONDITIONS Input speeds that exceed the maximum speeds recommended for a given ratio, which are listed in the general catalog specifications, may require an adjustment in the oil level. Consult Foote-Jones for special lubricant recommendations when operating at higher speeds.
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UNI-POWER
FIGURE - HI 1
4000
High Efficiency Drives L11
HELICAL IN-LINE MOUNTING POSITION, FILL, LEVEL AND DRAIN LOCATIONS
FOOT MOUNT DOUBLE REDUCTION

GEARMOTOR & MOTORIZED REDUCER
4042-4072 40824102
FOOT MOUNT TRIPLE REDUCTION

GEARMOTOR & MOTORIZED REDUCER SHAFT INPUT
40834103 4043-4073
SHAFT INPUT
4042-4072 40824102
40834103
4043-4073
4092 4102 B3 - Standard Floor
(OPPOSITE SIDE)
B3 - Standard Floor
B3 - Standard Floor
B3 - Standard Floor
4092 4102
(OPPOSITE SIDE)
4082
(OPPOSITE SIDE)
4082
(OPPOSITE SIDE)
V5 - Vertical Down
V5 - Vertical Down
V5 - Vertical Down
V5 - Vertical Down
B6 - LH Wall
B6 - LH Wall
B7 - RH Wall
B7 - RH Wall
B8 - Ceiling BREATHER FILLER FILLER/BREATHER LEVEL DRAIN
B8 - Ceiling GREASE ZERK (4092-4102 SHAFT INPUT)
L12 Application4000 High Efficiency Drives UNI-POWER Information

FIGURE - HI 2 HELICAL IN-LINE MOUNTING POSITION, FILL, LEVEL AND DRAIN LOCATIONS
FLANGE MOUNT DOUBLE REDUCTION

40824102 4042-4072
SHAFT INPUT
40824102 4042-4072
4092 4102 B5 - Horizontal B5 - Horizontal
4092 4102
V1 - Vertical Down
V1 - Vertical Down
FLANGE MOUNT TRIPLE REDUCTION

4083-4103 4043-4073
SHAFT INPUT
4083-4103 4043-4073
B5 - Horizontal
B5 - Horizontal
V1 - Vertical Down BREATHER FILLER FILLER/BREATHER LEVEL
V1 - Vertical Down DRAIN GREASE ZERK

(4092-4102 SHAFT INPUT)
Phone: (605) 225-0360
Fax: (605) 225-0567
UNI-POWER
2000 & 4000
APPROXIMATE OIL CAPACITIES (PINTS) HELICAL IN-LINE DOUBLE AND TRIPLE REDUCTION Model Type
C-Frame or Gearmotor Models (FI40XXE) (FI40XXG)
Mounting Position
B3, B5 Floor B8 Ceiling B6, B7 Wall V5, V1 Vertical B3, B5 Floor B8 Ceiling B6, B7 Wall V5, V1 Vertical
Unit Size (Foot or Flange Mount)

4032 4042 4043 4062 4063 4662 4663 4072 4073 4082 4083 4092 4093 4102 4103
1
Permanently Grease Lubed
2 2 1.7 2.8 2 2.2 1.9 2.8
1.6 3 2.3 2.5 1.6 3.1 2.4 2.5
4.1 4.2 3 4.7 4.1 4.3 3.1 4.7
3.3 5.2 4.2 4.0 3.3 5.4 4.2 4.0
6.1 5.9 4.3 7.1 6.1 6.4 5.1 7.1
4.3 7.4 6.1 5.5 4.3 7.8 6.1 5.5
8.1 7.6 5.5 9.5 8.1 8.6 7.1 9.5
6.8
11.6
16.9 29.6 22.5 39.4 20.1 20.3 28.4 29.0 19.6 19.6 25.5 25.5 13.6 21.7 19.4 30.0 16.9 29.6 22.5 39.4 23.3 22.3 33.3 31.0 21.6 20.6 30.0 26.5 13.6 21.7 19.4 30.0
1.8 1.5 1.4 1
11.4 11.8 10.1 10.1 10 6.8 15.8 11.6
Shaft Input Models (FI40XXA) (FI40XXC)
Permanently Grease Lubed
2.2 1.6 1.4
13.2 12.9 11 10 10.8 15.8
Approximate Oil Capacities (Pints) Helical In-Line Quad Reduction

Quad reduction units are compound units, and the primary and secondary units are filled separately. Refer to the model table below and use the oil capacities in the table above. Unit Size Primary Unit Size Secondary Unit Size 4064 4042 4062 4664 4074 4084 4094 4042 4062 4072 4082 4662 4072 4082 4092 4104 4082 (use primary oil capacities for desired Input type) 4102 (use secondary oil capacities for C-Frame Input)
Uni-Power 2000 HIGH EFFICIENCY COMPACT HELICAL PARALLEL GEAR DRIVES LUBRICATION
QUIN REDUCTION UNITS
CAUTION The primary and secondary units are independent units, with separate fill, vent, level and drain holes. Use the Figure CPS1 for the mounting positions and lube hole locations for the secondary unit. The primary unit is a Helical In-Line drive. Refer to the Helical In-Line Lubrication and Installation instructions for the primary unit.
CHANGING LUBRICANT After the first 100 hours of operation, drain out initial oil, flush out the compact helical parallel gear case with an approved nonflammable, non-toxic solvent, such as Lubriplate Syn Flush, Lubriplate Pure Flush, Whitmores Flushing Oil (#06802030) or Medallion Flushing Oil Kosher (#06812010), and refill. Thereafter, oil should be changed at least every 5,000 operating hours (10,000 for synthetic oil lubricant) or every 12 months (24 months for synthetic oil lubricant) whichever occurs first.
CAUTION
APPROXIMATE OIL CAPACITY (PINTS) COMPACT HELICAL PARALLEL

MODEL FP2030 FP2040 FP2060 FP2070 B3 2.1 3.2 6.2 12.8 MOUNTING POSITION B3 I B6 B6 II V5 2.4 2.1 1.5 2.8 3.6 3.0 2.4 4.0 6.8 5.7 4.3 8.0 13.3 10.8 9.2 17.2 V6 2.6 3.9 8.0 15.5
CAUTION The oil level is correct when the surface of the oil
is level with the lowest point of the level plug, shown in Figure CPS1, for the appropriate mounting position.

COMPACT HELICAL PARALLEL GEAR DRIVES MOUNTING POSITIONS FIGURE - CPS 1
HELICAL BEVEL MOUNTING POSITIONS FIGURE - HB1
L L R R L
VENT LOCATION OIL LEVEL DRAIN PLUG
B3
B3 I
B6
L L R
R R L
B6 I
R R
B6 II
L
B8 I
L
B8
V5
V5 I
V6
V6 I
Phone: (605) 225-0360
Fax: (605) 225-0567
UNI-POWER
Uni-Power 2000 HIGH EFFICIENCY HELICAL BEVEL GEAR DRIVES LUBRICATION
QUIN REDUCTION UNITS
CAUTION The primary and secondary units are independent
2000
the oil level, the oil level is correct when the surface of the oil is level with the lowest point of the level plug, shown in Figure HB1, for the appropriate mounting position. CHANGING LUBRICANT After the first 100 hours of operation, drain out initial oil, flush out the helical bevel gear case with an approved nonflammable, non-toxic solvent, such as Lubriplate Syn Flush, Lubriplate Pure Flush, Whitmores Flushing Oil (#06802030) or Medallion Flushing Oil Kosher (#06812010), and refill. Thereafter, oil should be changed at least every 5,000 operating hours (10,000 for synthetic oil lubricant) or every 12 months (24 months for synthetic oil lubricant) whichever occurs first.
CAUTION
units, with separate fill, vent, level and drain holes. Use the triple reduction drawings in Figure HB1 for the mounting positions and lube hole locations. The mounting position designation is based on the secondary unit, which can be foot mount or flange mount. The primary unit is always flange mount type.
CAUTION The clear sight glass plug should be installed in the proper oil level hole. The oil level is correct when the surface of the oil is at the center of the plug. When a solid plug is provided for
APPROXIMATE OIL CAPACITIES (PINTS) HELICAL BEVEL TRIPLE REDUCTION

Mounting Position Model
FB2043A FB2063A FB2073A FB2083A FB2093A or or or or or E E E E E
B3 and B6 I*
1.3 2.4 3.6 6.7 15
B3 I and B6 II
3.5 7.2 10.8 20.1 37.8
B6 and B8 I
Consult Consult Consult Consult Consult Factory Factory Factory Factory Factory
V5 and V5 I
2.6 5.5 8.3 15.4 29.0
V6 and V6 I
2.7 5.7 8.6 16.1 30.3
B8
2.9 6.0 9.0 17.4 32.7
APPROXIMATE OIL CAPACITIES (PINTS) HELICAL BEVEL QUIN REDUCTION Quin reduction units are compound units. The primary and secondary units are filled separately. Refer to the model table below and use the oil capacities shown.
Model
FB2065A FB2065E FB2075A FB2075E FB2085A FB2085E
Unit
Primary Secondary Primary Secondary Primary Secondary Primary Secondary Primary Secondary Primary Secondary
B3 and B6 I*
1.9 2.4 1.0 2.4 3.0 3.6 1.6 3.6 7.5 6.7 5.1 6.7
B3 I and B6 II
2.5 7.2 1.4 7.2 3.6 10.8 2.3 10.8 7.9 20.1 5.5 20.1
Mounting Position B6 and B8 I V5 and V5 I

Consult Consult Consult Consult Consult Consult Consult Consult Consult Consult Consult Consult Factory Factory Factory Factory Factory Factory Factory Factory Factory Factory Factory Factory 1.6 5.5 1.5 5.5 2.4 8.3 2.3 8.3 6.1 15.4 6.1 15.4
V6 and V6 I
1.6 5.7 1.5 5.7 2.4 8.6 2.3 8.6 6.1 16.1 6.1 16.1
B8
2.2 6.0 1.8 6.0 3.1 9.0 3.0 9.0 7.8 17.4 7.4 17.4
*Refer to FIG. HB1 for mounting positions.
Uni-Power 2000 HIGH EFFICIENCY HELICAL WORM GEAR DRIVES LUBRICATION

QUAD REDUCTION UNITS primary and secondary units are independent units, with separate fill, vent, level and drain holes. Use the double reduction drawings in Figure HW1 for the mounting positions and lube hole locations for the secondary unit. The primary unit is a Helical In-Line drive, which requires a different lubricant from the Helical-Worm secondary unit. Refer to the Helical In-Line Lubrication and Maintenance Instructions for the primary unit.
CAUTION The
CAUTION The oil level is correct when surface of the oil is level with the lowest point of the level plug shown in Figures HW1 & HW2.
CHANGING LUBRICANT After the first 200 hours of operation, drain out initial oil, flush out the helical worm gear case with an approved nonflammable, non-toxic solvent, such as Lubriplate Syn Flush, Lubriplate Pure Flush, Whitmores Flushing Oil (#06802030) or Medallion Flushing Oil Kosher (#06812010), and refill. Thereafter, oil should be changed at least every 2,500 operating hours (5,000 for synthetic oil lubricant) or every 6 months (12 months for synthetic oil lubricant) whichever occurs first.
CAUTION

HELICAL WORM DOUBLE REDUCTION MOUNTING POSITIONS
FIGURE - HW1
L L R R L
B3
B3 I
CONSULT FACTORY REQUIRES MODIFIED UNIT
B6
L L R R L
R R L
B6 I
R R
B6 II
CONSULT FACTORY REQUIRES MODIFIED UNIT L
B8 I
L
B8
V5
V5 I
V6
V6 I
FIGURE - HW2
HELICAL WORM TRIPLE REDUCTION MOUNTING POSITIONS
L L R
B3
(SHAFT & QUILL INPUT UNITS)
(GEARMOTORS)
B3 I
CONSULT FACTORY REQUIRES MODIFIED UNIT
B6
L L R
R R L
B6 I
R
(SHAFT & QUILL INPUT UNITS)
(GEARMOTORS)
B6 II
R
CONSULT FACTORY REQUIRES MODIFIED UNIT L
B8 I
L
B8
V5
V5 I
V6
V6 I
Phone: (605) 225-0360
Fax: (605) 225-0567
UNI-POWER
2000
APPROXIMATE OIL CAPACITIES (PINTS) HELICAL WORM DOUBLE REDUCTION

Model FW2042A FW2052A FW2062A FW2072A or or or or E E E E B3 and B6 I* 1.7 2.0 4.3 7.7 B3 I and B6 II 2.1 3.7 6.0 12.7 Mounting Position B6 and B8 I V5 and B5 I Consult Consult Consult Consult Factory Factory Factory Factory 1.9 3.3 5.3 11.6 V6 and V6 I 1.9 3.3 5.3 11.6 B8 2.4 3.9 5.6 14.0
APPROXIMATE OIL CAPACITIES (PINTS) HELICAL WORM TRIPLE REDUCTION

Model FW2043A FW2053A FW2063A FW2073A or or or or E E E E B3 and B6 I* 2.1 2.8 6.3 11.2 B3 I and B6 II 2.8 4.8 8.0 16.2 Mounting Position B6 and B8 I V5 and B5 I Consult Consult Consult Consult Factory Factory Factory Factory 2.2 3.9 7.3 15.1 V6 and V6 I 2.2 3.9 7.3 15.1 B8 2.8 4.5 8.3 18.0
APPROXIMATE OIL CAPACITIES (PINTS) HELICAL WORM QUAD REDUCTION Quad reduction units are compound units. The primary and secondary units are filled separately. Refer to the model table below and use the oil capacities shown.
Model FW2064A FW2064E FW2074A FW2074E Unit Primary Secondary Primary Secondary Primary Secondary Primary Secondary B3 and B6 I* 1.9 4.3 1.0 4.3 3.0 7.7 1.6 7.7 B3 I and B6 II 2.5 6.0 1.4 6.0 3.6 12.7 2.3 12.7 Mounting Position B6 and B8 I V5 and B5 I Consult Consult Consult Consult Consult Consult Consult Consult Factory Factory Factory Factory Factory Factory Factory Factory 1.6 5.3 1.5 5.3 2.4 11.6 2.3 11.6 V6 and V6 I 1.6 5.3 1.5 5.3 2.4 11.6 2.3 11.6 B8 2.2 5.6 1.8 5.6 3.1 14.0 3.0 14.0
*Refer to FIGURES HW1 & HW2 for mounting positions.
Uni-Power 2000 HIGH EFFICIENCY HELICAL IN-LINE GEAR DRIVES INSTALLATION

FLANGE MOUNT UNITS If coupling to shaft, there must be concentricity between the driven shaft and the machine register that accepts the mounting flange pilot to prevent misalignment. Flexible couplings are recommended to minimize excessive bearing and shaft loading caused by misalignment. Follow coupling manufacturers installation directions
WARNING For high momentum loads, if coasting to a stop is undesirable, a braking mechanism should be applied to the reducer output or driven mechanism.
MOTORS
CAUTION Check to be certain that the voltage range specified on the motor corresponds to the supply voltage. Follow the motor manufacturers wiring instructions, and adhere to all local electrical codes. Run the motor to check the direction of rotation. Follow the motor manufacturers instructions for reversing direction of rotation.
Uni-Power 2000 HIGH EFFICIENCY HELICAL IN-LINE, COMPACT HELICAL PARALLEL, HELICAL BEVEL, and HELICAL WORM GEAR DRIVES INSTALLATION
CAUTION The lifting eye included on this drive is to be used to vertically lift the drive only and no other associated attachments or motors.
MOUNTING Mount the unit to a rigid flat surface using grade 5 or higher fasteners. The mounting fasteners should be the largest standard size that will fit in the base mounting holes. Shim as required under flange or base feet which do not lie flat against the mounting surface. When the units are used in conjunction with any auxiliary equipment, care must be taken to be certain that proper
alignment is achieved.

Uni-Power 2000 HIGH EFFICIENCY COMPACT HELICAL PARALLEL, HELICAL BEVEL and HELICAL WORM GEAR DRIVES INSTALLATION
SHAFT MOUNTED MODELS Foote-Jones recommends application of an antiseize compound, such as Dow-Corning 1000 High Temperature Anti-seize Paste or Never-Seez, to the driven shaft during installation. This assists in preventing fretting corrosion and aids in unit removal. Driven shaft should be supported independently with pillow block bearings. A suitable Torque Arm must be provided and can be ordered separately (not supplied) to keep unit from rotating. A torque arm pad can be attached to any of the four available mounting surface locations of the unit. Install and position Torque Arm at 90 angle to a line drawn between the center of the output hollow bore and the bolt that attaches the Torque Arm to the Torque Arm Pad of the unit. The Torque Arm should be positioned to be in tension, NOT compression, based on output rotation of the gear drive. (Figures CPS2, HB2, and HW3). A rigid torque arm can cause bearings to "load up" and cause premature bearing failure. To prevent this, provide a slight amount of "float" at the torque arm pivot points.
90 30
FIGURE - HW3
FLANGE MOUNTED UNITS

CAUTION Units with the flange mount accessory are to be mounted and supported by the mounting flange only. The mounting pads on the housing are not to be used in conjunction with the mounting flange to support the unit.
SHAFT MOUNTED UNITS WITH MOUNTING FLANGE There must be concentricity between the driven shaft and the machine register that accepts the mounting flange pilot to prevent misalignment between the hollow shaft of the drive and the driven shaft. SHAFT OUTPUT UNITS WITH MOUNTING FLANGE
FIGURE - CPS2
If coupling to shaft flexible couplings are recommended to minimize excessive bearing and shaft loading caused by misalignment. Follow coupling manufacturers installation directions.
90 30
Uni-Power 2000 HIGH EFFICIENCY HELICAL WORM GEAR DRIVES INSTALLATION

RUN-IN PERIOD
CAUTION A new Helical Worm Gear Drive will not operate at maximum efficiency during the run-in period. Increased current draw or heat rise may be seen during this time.
FIGURE - HB2
+ 90 - 30
Phone: (605) 225-0360
Fax: (605) 225-0567
HY-POWER Worm Gear Reducer Lubrication L19
REDUCER SIZE AND TYPE

40, 50, 60, 70 80, 100, 120 U, O, V, HU, HV, VL, HVL, DVL, GO, GU, GV
AGMA LUBRICANT NUMBER AMBIENT TEMPERATURE RANGE 15 TO 60F (-9.4 TO 15.6C) 50 TO 125F (10 TO 51.7C) NORMAL SERVICE NORMAL SERVICE
7 COMP.
8 COMP.
VISCOSITY EQUIVALENTS FOR AGMA LUBRICANTS

Rust and Oxidation Inhibited Gear Oils
AGMA Lubricant No. 7 Compounded 8 Compounded 460 680
Equivalent ISO Grade
Viscosity Range
MM 2/S (cST) at 40 degree C 414 to 506 612 to 748
Synthetic Gear Oils

AGMA Lubricant No. 7S 8S
APPROXIMATE OIL CAPACITIES GALLONS (LITERS)

U SIZE 40 50 60 70 80 100 120 HIGH LEVEL 1-1 4 (5) 1-3 4 (7) 2-3 4 (11) 3-1 4 (12) 4-1 4 (16) 8 (31) 11-12 (44) LOW LEVEL 3 4 (3) 1 (4) 1-1 4 (5) 1-3 4 (7) 2-1 4 (9) 4-3 4 (18) 5-34 (22) HIGH LEVEL 1-1 2 (6) 2-1 4 (9) 3-1 2 (13) 5-1 4 (20) 5-3 4 (22) O LOW LEVEL 3 4 (3) 1 (4) 1 (4) 1-1 2 (6) 1-3 4 (7) V, VL ALL 1 2 (2) 1 (4) 1-1 4 (5) 2-1 4 (9) 3 (12) 6-1 2 (25) 10 (39) HU, MHU, HV HELICAL PREFIX 1/8 (1/2) 1/2 (2) 1/2 (2) 3/4 (3) 3/4 (3) 3/4 (3) 1-14 (5) DU, DV, DVL WORM PREFIX 1/8 (1/2) 1/4 (1) 1/4 (1) 1/2 (2) 1/2 (2) 3/4 (3) 1-14 (5)
NOTE: OIL CAPACITIES These are only an approximation and should not be used as the exact figures for an oil fill. The high level is used on U and O housings when output speed is low or when prefix is used. Fill to the oil level hole shown on the housing with an o-level plate.
CAUTION On double reduction units, the low speed and prefix units must be filled separately to the oil level indicated on the housing.
2. When temperatures are below 15 degrees Fahrenheit, (-9.4 C) please refer to the factory for recommendations giving ambient temperature expected and operating cycle. CHANGE CYCLE We recommend changing oil every 2,500 hours or six months whichever occurs first. Make certain to be guided by seasonal temperature variations and change oil accordingly. Operating conditions can vary this guide line. Abnormal temperatures and contamination can seriously affect the lubricant causing early sludging, oxidation and acid formation. Under these conditions, a sample of the lubricant should be submitted to the petroleum supplier at periodic intervals. This will enable the establishment of a change cycle which would provide for renewal of the oil prior to its degradation. After the initial fill, the first oil change should be made after two weeks, or 100 hours of operation. GREASE LUBRICATION - VERTICAL REDUCER Grease lubricate the upper and lower output shaft bearings once a month at the Alemite grease fitting. A good grade of antifriction bearing grease or its equivalent should be used. It should have neutral and channeling characteristics with a consistency of NLGI#2. It should not be subject to excessive bleeding or deterioration.
WARNING This unit is shipped without grease in the L.S.
LUBRICATION
CAUTION This unit is shipped DRY! Oil must be added prior
to operation. Any couplings attached are also DRY! and must be lubricated prior to operation. Manufacturers recommendations should be followed. The oil used should be a high quality product, having rust and oxidation inhibitors, anti-foaming agent, a high viscosity index (preferably above 90) and a low acid content. It should be neutral in reaction, free from grit or abrasives and non-corrosive to gears or bearings
CAUTION LOW TEMPERATURE OPERATION 1. The pour point of the oil should not exceed and preferably should be 5 to 10 degrees Fahrenheit (-15 12.2 C) below the lowest ambient starting temperature.
bearings.
L20 ApplicationWorm Gear Reducer Lubrication HY-POWER Information

RECOMMENDED LUBRICANTS
MANUFACTURER
Amoco Oil Co. BPOil Castrol Performance Lubes Chevron USA, Inc. Citgo Petroleum Conoco Inc. Exxon Co. USA Keystone Div. Penwalt Corp. Lubrication Engineers Lubriplate Mobil Oil Corp. Pennzoil Co. Phillips Petroleum Co. Shell Oil Co. Sun Oil Co. Texaco Lubricants Unocal
7 COMP(ISO460)
Cylinder Oil 460 (+15) Energol GR-XP 460 (+15) Molub-Alloy 322 (+15) Cylinder Oil 460 (0) Cylinder Oil 400-5 (+20) Inca 460 (+10) Cylesstic TK460 (+20) Keygear K-600 (+45) CP-7 (+10) 600W Super Cylinder Oil (+20) Cylinder Oil 8NR (+40) Hector 460S (+5) Valvata J 460 (+15) Sun Gear 7C (+5) Van Guard Cylinder Oil
8 COMP(ISO680)
Cylinder Oil 680 (+15) Energol GR-XP 680 (+15) Molub-Alloy 170W (-12) Cylinder Oil 680 (+10) Cylinder Oil 680-7 (+35) Inca 680 (+30) Cylesstic TK680 (+20) Almasol Worm Gear 680 (+15) CP-8 (+22) Extra Hecla Super Cylinder (+30) Cylinder Oil 6NR (+36) Hector 630S (+10) Valvata J 680 (+25) Sun Gear 8C (+10) Van Guard Cylinder Oil 680 (+20)
NLGI #2 GREASE
Amolith EP2 Energrease LS EP2 Molub-Alloy 860/150-2 Chevron Ultra-Duty EP2 Lithoplex #2 EPConalith #2 Lidok EP2 or Unirex N2 81EP2 or 84EP2 Almaplex 1275 No. 1200-2 Mobilux EP-2 Premium Lithium Complex 2 Philube L+ EP Alvania #2 or EP-2 Ultra Prestige EP2 Starflex 2 Unoba EP2
Numbers in parenthesis are pour points of the lubricant in degrees Fahrenheit.
CANADIAN COMPANIES * All companies, so marked, market in Canada under their own name and handle the products listed. ** ExxonMobil products are handled in Canada by Imperial Oil Ltd. These products or their equivalents are handled in Canada by British America.
BOLT TORQUES
CAUTION To prevent loosening under operating conditions, all bolts must be tightened, unless otherwise specified, to the torque values given in table. BOLT SIZE 1/4 5/16 3/8 7/16 1/2 9/16 5/8 3/4 7/8 1 1-1/8 1-1/4 1-3/8 1-1/2 1-5/8 GRADES III & V 9 18 31 50 75 110 150 250 380 585 780 1100 1460 1750 2390 GRADE VIII, STUDS, & SOC. HD. SCREWS 13 28 46 75 115 165 225 370 590 895 1410 1960 2630 3150 4310
Phone: (605) 225-0360
Fax: (605) 225-0567
POWERTORQUE Shaft Mount Reducer Lubrication & Installation L21
IMPORTANT
Read ALL instructions and safety precautions prior to operating unit. Injury to personnel or unit failure may be caused by improper installation, maintenance, or operation. IMPORTANT SELECTION INFORMATION Check to verify that the application does not exceed the capacities published in the current catalog. Written authorization from FOOTE-JONES (FJ) is required to operate or use gear units in man lift or people moving devices. The system of connected rotating parts must be free from critical speed, torsional, or other type vibration, regardless of how induced. The responsibility for this system analysis lies with the purchaser of the gear unit. Buyer shall be solely responsible for determining the adequacy of the product for any and all uses to which the buyer shall apply the product. The application by buyer shall not be subject to any implied warranties of merchantability or fitness for a particular purpose. LUBRICATION
CAUTION ALL POWERTORQUE REDUCERS ARE SHIPPED
BEFORE OPERATING After final installation, install the magnetic drain plug in the drain location specified in Figure 1. Remove the fill/vent plug and level plug. Fill the reducer with recommended lubricant until oil starts coming out the oil level plug hole specified in Figure 1. Clean threads on removed plugs and plug holes with degreaser, coat plugs with thread sealant and install plugs securely in gear case. Install the vent plug in the location specified in Figure 1 for the appropriate mounting position. Remove the tape used to cover the vent plug during shipment and discard.
CAUTION Do not operate the unit without making sure it contains the correct amount of oil. The oil level is correct when the surface of the oil is level with the lowest point of the level plug shown in Figure 1. Do not overfill or underfill with oil. This could result in damage to the unit and/or injury to personnel.
VARIATIONS FROM NORMAL CONDITIONS Input speeds that exceed the maximum speeds recommended for a given ratio, which are listed in the general catalog specifications, may require an adjustment in the oil level. Consult FJ for special lubricant recommendations when operating at higher speeds. FOOTE-JONES PowerTorque reducers may be mounted in any of the positions shown in Figure 1. These positions may vary up to 5 for positions A or C and 20 for positions B or D in either direction and still have adequate lubrication. If these angles of inclination are exceeded consult FJ for special lubrication instructions. Because mounting positions can very greatly along with the location and availability of plugs in certain applications, it may be necessary to install additional plugs as needed or level gages in place of level plugs. CHANGING LUBRICANT After the first 100 hours of operation, drain out initial oil, flush out the gear case with an approved nonflammable, non-toxic solvent, such as Whitmores Flushing Oil (#06802030) or MedallionTM Flushing Oil Kosher (#06812010), and refill. Thereafter, oil should be changed at least every 2500 operating hours or every 6 months whichever occurs first.
CAUTION Oil should be changed with greater frequency if unit is used in a severe environment such as dusty or humid. CAUTION If the unit cannot be located in a clear and dry area with access to an adequate cooling air supply, then precautions must be taken to avoid ingestion of contaminants such as water, and to avoid a reduction of cooling ability due to exterior contaminants such as water, and to avoid a reduction of cooling ability due to exterior contaminants.
DRY AND OIL MUST BE ADDED PRIOR TO OPERATION BEFORE INSTALLATION All FOOTE-JONES shaft mount reducers are splash lubricated. Review the mounting positions and lubrication levels identified in Figure 1 on this sheet. The approximate oil quantities and approved lubricants are also shown on this sheet. Approximate Oil Capacity (pints)
Mounting Position Horizontal Shafts Vertical Shafts
Model PT2115 PT3203 PT4207 PT5215 PT6307 PT7315 PT8407
A 1.8 3.0 3.8 6.5 8.5 13.0 17.0
B 2.0 3.0 4.5 8.0 10.0 16.0 22.0
C 1.3 1.5 2.5 6.5 8.5 14.5 21.0
D 2.0 4.5 6.0 8.0 10.0 18.5 17.0
E 3.3 5.3 6.8 14.0 17.3 30.8 38.3
F 3.5 6.0 8.5 17.3 18.3 32.8 38.3
Oil quantity is approximate. Service with oil until oil runs out of the level plug. Below 15 RPM output speed, the oil level must be adjusted to reach the highest oil level plug. If the reducer mounting position is to vary from the positions shown in Figure 1, either more or less oil may be required; consult the Factory.
WARNING Use of an oil with an EP additive on units with backstops may prevent proper operation of the backstop. Injury to personnel, damage to the reducer or other equipment may result.
L22 Application Information POWERTORQUE Shaft Mount Reducer Lubrication & Installation
Oil, housings, and other components can reach high temperatures during operation, and can cause severe burns. Use extreme care when removing lubrication plugs and vents while servicing the unit.
WARNING
FOOTE-JONES ALL TEMPERATURE SYNTHETIC

75W-90 LUBRICANT (MOBILUBE SHC 75W-90)
APPROVED LUBRICANTS FOOTE-JONES GEAR LUBRICANT GL-90 Part No. 8580001009

F-J LUBRICANT GL-90 (Mobilgear 630) AGMA NUMBER 5 EP ISO-ASTM VISCOSITY GRADE 220
Part No. 8580001031

FOOTE-JONES SYNTHETIC 75W-90 LUBRICANT is a premium gear box lubricant which is recommended for Gear Drives in most applications, especially those subject to low start up temperature and/or high operating temperature. This lubricant is a synthesized hydrocarbon based material and a sulfur-phosphorous gear lubricant additive which provides longer lubrication intervals because of its increased resistance to thermal and oxidative degradation. This decreases maintenance costs. Further economy is realized because of the increased efficiency of units lubricated with FOOTE-JONES SYNTHETIC LUBRICANT. This lubricant can be operated at temperatures considerably above 185F (85C). However, the factory should always be contacted prior to operating at high temperatures as damage may occur to seals or other components. Lubricant manufacturer and FOOTE-JONES should be contacted when substituting a premium lubricant where FOOTEJONES GEAR SYNTHETIC is recommended.
CAUTION Do not mix nonsynthetic and synthetic oil in the unit.
For PowerTorque reducers with ambient temperature of 30-125F (0 to 52C) and operating temperature to 185F (85C). FOOTE-JONES GL-90 LUBRICANT is a heavy duty industrial gear lubricant containing sulfur phosphorous antiwear additives. Lubricants of this general type and meeting the above specifications may be substituted where FOOTE-JONES LUBRICANTS are recommended. Lubricant selected must be compatible with nitrile rubber seals. For ambient temperature above 125F (52C) or operating temperature above 185F (85C) consult the factory.
CAUTION If unit is used in the food or drug industry (including animal food) consult the petroleum supplier or FOOTE-JONES for recommendation of lubricants which meet the specifications of FDA, USDA and/or other authoritative bodies having jurisdiction. Standard lubricants are not suitable for these applications or these industries.
FIGURE 1
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POWERTORQUE Shaft Mount Reducer Lubrication & Installation L23
INSTALLATION
WARNING Wear protective clothing and eye shields when installing or maintaining unit and machine. WARNING Make certain that the power supply is disconnected before attempting to service or install the unit, or remove or install any components. Lock out the power supply, and tag it to prevent unsuspected application of power. CAUTION The exterior holes on this drive are for mounting the
TORQUE ARM The Torque Arm must be installed on shaft mounted reducers to prevent the unit from rotating. Install and position the Torque Arm at a 90 angle to a line drawn through the center of the low speed sleeve and the bolt that attaches the Torque Arm to the Torque Arm brackets on the unit. (Refer to Figure 2). The Torque Arm should be positioned to be in tension, NOT compression, based on output rotation of the gear reducer. A rigid Torque Arm can cause bearings to "load up" and cause premature bearing failure. To prevent this, provide a slight amount of "float" at the torque arm pivot points.
drive or drive accessories (mounting flange, couplings, sprockets, etc.). They are not to be used for lifting the drive or any driver/ driven equipment. The lifting eye included on this drive is to be used to vertically lift the drive only and no other associated attachments or motors. SHIELD ALL ROTATING PARTS For safety, purchaser or user should provide protective shields over all shaft extensions and any moving apparatus mounted on the unit. The user is responsible for checking all applicable safety codes in his area and providing suitable guards. Failure to do so may result in bodily injury and/or damage to equipment. WARNING A unit cannot be used as an integral part of a machine super-structure which would impose additional loads on the unit other than those imposed by the torque being transmitted, or by any shaft mounted power transmitting device such as sprockets, pulleys, or couplings.
WARNING Units ARE NOT to be considered fail safe or self locking devices and ARE NOT to be used as a brake. If these features are required, a properly sized, independent holding device must be utilized. For high momentum loads, if coasting to a stop is undesirable, a braking mechanism should be applied to the reducer output or driven mechanism. Any brakes that are used in conjunction with a unit must be sized or positioned to not subject the unit to loads beyond the capacities published in the current catalog. WARNING For safe operation and to continue the unit warranty, WARNING
L
FIGURE 2
CAUTION Inspect shafts and components for paint, burrs, or other imperfections before installing components. Do not use excessive force or pounding to install components onto unit shafts, as this may cause damage to shafts, bearings, or gears.
SHAFT MOUNTED REDUCERS The driven shaft must extend through the full length of the reducer sleeve and the shaft should be independently supported with pillow block bearings located as close to the reducer as possible. The driven shaft must be installed in the sleeve with a bushing at each end.
when installing, reinstalling, or replacing a factory installed fastener for servicing purpose, or to accommodate the mounting of guards, shields or other light load imposing devices, or for mounting the unit, it becomes the responsibility of the purchaser or user to properly determine the quality, grade of fastener, thread engagement, load carrying capacity, tightening, torque, and the means of torque retention. COUPLINGS
WARNING Flexible couplings to input and output shafts are recommended because they minimize excessive bearing and shaft loading caused by misalignment. Follow coupling manufacturers installation directions.
L24 Application Information POWERTORQUE Shaft Mount Reducer Lubrication & Installation
PREVENTATIVE MAINTENANCE Keep shafts and vent plug clean to prevent foreign particles from entering seals or gear case. Inspect periodically for oil leaks. SHEAVES AND SPROCKETS When mounting sheaves or sprockets, they should be located as close to the Gear Drive as possible. Excessive overhung load could result in premature failures of bearings or shaft. Refer to the general catalog or contact your local distributor for overhung load ratings. FLANGE MOUNTED UNITS
CAUTION Units with the flange mount accessory are to be mounted and supported by the mounting flange only. The mounting pads on the housing are not to be used in conjunction with the mounting flange to support the unit. WARNING Make certain that all tools and other items are clear from rotating parts before starting machine. Stand clear, and start machine slowly to be sure all components are secure and operating properly. CAUTION Test run unit to verify operation. If the unit being
tested is a prototype, that unit must be of current production configuration. IMPORTANT INFORMATION In the event of the resale of any of the goods, in whatever form, resellers/buyers will include the following language in a conspicuous place and in a conspicuous manner in a written agreement covering such sale: The manufacturer makes no warranty or representations, express or implied, by operation of law or otherwise, as to the merchantability or fitness for a particular purpose of the goods sold hereunder. Buyer acknowledges that it alone has determined that the goods purchased hereunder will suitably meet the requirements of their intended use. In no event will manufacturer be liable for consequential, incidental, or other damages. Resellers/buyers agree to include this entire document, including the warnings and cautions listed herein, in a conspicuous place and in a conspicuous manner to instruct users on the safe usage of the product. FOOTE-JONES has Sales Offices and a network of Industrial Power Transmission Distributors that can serve your needs world wide. Check the Yellow Pages for one near you or contact the factory sales office.
SHAFT MOUNTED UNITS WITH MOUNTING FLANGE There must be concentricity between the driven shaft and the machine register that accepts the mounting flange pilot to prevent misalignment between the hollow shaft of the drive and the driven shaft. SHAFT OUTPUT UNITS WITH MOUNTING FLANGE If coupling to shaft flexible couplings are recommended to minimize excessive bearing and shaft loading caused by misalignment. Follow coupling manufacturers installation directions.
CAUTION Mounting bolts, coupling fasteners, and other power transmitting devices should be routinely checked to ensure that all parts of the unit are firmly anchored to provide proper operation. (Loose fasteners can cause alignment problems and excessive wear). Check end play in shafts. Noticeable movement might indicate service or parts replacement.
Phone: (605) 225-0360
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8000 SERIES Shaft Mounted & Screw Conveyor Drives L25
INSTALLATION
BUSHING AND KEY ASSEMBLY Stock bushing sizes are shown in the product catalog table. These sizes will adapt Shaft Mount reducers to the most commonly used driven shaft sizes. A bushing set includes a taper bushing, two locknuts, one lockwasher, and a drive key. See figure 1.
CAUTION The exact angle at which the reducer is mounted is not critical. However, if the drive must be mounted in a position which varies more than 10 (0.17 radians) from illustrations A, B, C, or D, consult the factory for the proper oil level. The preferred positions are indicated by illustrations A and C in figures 2 and 3 for double reduction units and illustrations A and D for single reduction units.
1 2
A
1
C
DRIVE KEY TAPER BUSHING
2 3 1
3 1
2
B
2
D
LOCKWASHER LOCKNUTS
3 1 2 1 2
L
F
Figure 1 - Bushing Parts Breakdown

E
MOUNTING POSITION After the motor and torque arm positions have been determined, the Shaft Mount Drive should be in one of the six positions A, B, C, D, E, or F. See the recommended mounting positions for the double reduction reducers in figures 2 and 3 and for single reduction reducers in figures 4 and 5. NOTE the change in oil level plug locations for output speed below 30 rpm shown in figure 3 for double reduction units and figure 5 for single reduction units. Numbered items are as follows: 1 Bushing and Breather 2 Oil Level Plug 3 Magnetic Drain Plug
1 2
A
Figure 3 - Double Reduction Oil Level Below 30 RPM

1 2 A 1
2 3 1
3 1
B 2 3 3 1 1 2 2 E 3 3
D 2
1
C
2 3 1
3 1
Figure 4 - Single Reduction Oil Level Above 30 RPM The allowable 10 (0.17 radians) variation in mounting location does not apply to the mounting positions with the hollow shaft vertical (E and F). For vertical shaft operation with greater angular variation, factory oil level modifications are required. NOTE: Refer to the Factory for instructions.
F
2 3 3 1 2
E
2 1 2 3 3
Figure 2 - Double Reduction Oil Level Above 30 RPM
L26 ApplicationInformation 8000 SERIES Shaft Mounted & Screw Conveyor Drives
1 2
A
1
C
shown in figure 7 [90 (1.57 radians)] to a line between the input and output shafts. This location permits control of belt tension with a minimum adjustment of the torque arm turnbuckle.
2 3 1
3 1
2 3 3 1 2
E
2 1 2 3 3 90
90
Figure 5 - Single Reduction Oil Level Below 30 The reducer may be mounted with the hollow shaft axis inclined as indicated in figure 6, not to exceed 15 (0.26 radians). Figure 7 TORQUE ARM LOCATION Since the entire reaction force acts through the torque arm, the mounting bracket must be firmly attached to a solid support.
15 MAX 15 MAX HORIZONTAL PREFERED LOCATION CENTERLINE BETWEEN HOLLOW SHAFT AND INPUT SHAFT
On single and double reduction reducers, the torque arm mounting bracket point is provided as shown in figure 8.
Figure 6 - Double Reduction Oil Level Above 30 RPM The location of the breather, oil level plug, and drain plug remain unchanged and should be determined from figures 2 4. If the angle of inclination exceeds 15 (0.26 radians), or there is angular variation in more than one plane refer to the factory for operation and lubrication instructions. Figure 8 MOTOR LOCATION The belt tension for the shaft mount is adjusted with the turnbuckle in the torque arm or by movement of the motor platform on the optional piggyback motor mount. For units without a piggyback motor mount, the V-belt drive may be located in any convenient position regardless of the location of the torque arm. The most common location, however, is The most efficient angle of the torque arm to the housing is at 90 (1.57 radians) to a line between the center of the hollow shaft and the torque arm holding bolt. The torque arm can descend up to 30 (0.52 rad) from the horizontal and ascend up to angle A defined in table 1 as illustrated in figure 8.
A 30 A 30
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TABLE 1 UNIT SIZE 8107 8115 8203 8207 8215 8307 8315 8407 8415 ANGLE 10 13 22 17 12 17 17 21 21 A 0.17 0.23 0.38 0.30 0.21 0.30 0.30 0.37 0.37 rad rad rad rad rad rad rad rad rad UNIT SIZE 8107 8115 8203 8207 8215 8307 8315 8407 8415 8507 8608 GENERAL
TABLE 2 SINGLE REDUCTION 7.8 6.3 7.5 8.0 10.3 16.5 18.5 7:1 4.0 5.0 5.0 6.0 6.5 7.0 DOUBLE REDUCTION 15:1 & 25:1 3.0 3.0 4.0 4.6 5.4 6.2 6.2 6.2 8.0 8.5 11.0
The length of the torque arm may be reduced by cutting material from the threaded end of the rod. SHEAVES AND BELTS In mounting these items, the center of the load should be located no farther out than one shaft diameter away from the bearing cover. Otherwise, excessive overhung loading could exist resulting in early failures to bearings, shafts and gearing. Refer to Table 2 for applicable minimum sheave diameters. The driver and driven sheaves should be properly aligned. A straight edge laid across the face of the sheaves will aid in installation. The straight edge should lay evenly across both sheaves with no gaping. See figure 9.
STEEL TAPE OR STRAIGHT EDGE
When sheaves are furnished with reducers, they are generally mounted at the factory. If sheaves are to be mounted in the field, extreme care should be used. It is quite easy to damage internal members by heavy blows used in sheave mounting. Select a sheave bore to give a tapping or light driving fit. If necessary, the sheave bore should be enlarged to provide this class of fit. If a press fit is required, we suggest the sheave be heated to expand the bore before installation. Heating above 250 F (121 C) is not recommended due to possible damage of the oil seal by heat conduction through the shaft. REDUCER MOUNTING INSTRUCTIONS
DRIVING MEMBER
CORRECT TENSION
DRIVEN MEMBER
NOTE: Do NOT use an anti-seize compound on any of the assembled components. 1. Clean driven shaft to remove any contaminants. Dry thoroughly. 2. Screw on right locknut on the large end of the taper bushing. Turn nut until all threads on nut are engaged on bushing. 3. Slide bushing, lock nut end first, onto driven shaft. Locate bushing as close as possible to the driven shaft bearing support and above keyway in driven shaft. See figure 13.
Figure 9
CAUTION Belts should not be too tight as this can place excessive loading on the connected elements. Refer to V-Belt manufacturers data for proper tension.
Excessive belt tension can greatly reduce VBelt life and result in serious damage to the motor and reducer. MINIMUM DIAMETER FOR DRIVEN SHEAVES IMPORTANT: In selecting the V-Belt drive, make certain that the driven sheave is at least as large as shown in table 2. This is necessary to prevent excessive loading on the bearings, shafts, and gearing. Use of smaller diameters may be possible with due consideration for sheave location, motor horsepower, and service factor. Consult the factory for review of smaller diameters.
CAUTION
WARNING
Figure 13
L28 ApplicationInformation 8000 SERIES Shaft Mounted & Screw Conveyor Drives
4. Place key in bushing into driven shaft keyway. 5. Slide Shaft Mount Reducer over driven shaft and up onto the taper bushing. DO NOT HAMMER ON THE CASE OR INPUT SHAFT. A lead hammer or a soft punch may be used to tap against the end of the HOLLOW SHAFT. Press firmly on hollow shaft of reducer to make sure taper is fully engaged. See figure 14. factory for recommendations, giving expected ambient temperature and operating cycle.
CAUTION
HIGH TEMPERATURE OPERATION
When ambient temperatures exceed 125 F (51.6 C) special lubrication, special oil seals, and/or increased cooling of the reducer may be required. Refer to factory for recommendations, giving expected ambient temperature and operating cycle.
CAUTION
HIGH SPEED OPERATION
When input speed exceeds 1800 rpm, special lubrication, and increased cooling of the reducer may be required. Refer to factory for recommendations, giving expected ambient temperature and operating cycle. CHANGE CYCLE The first oil change should be made after two weeks, or 100 hours of operation. After this, we recommend changing reducer oil every 2500 hours or six months, whichever occurs first. Consider seasonal temperature changes when changing oil. Operating conditions can vary this guide line. Abnormal temperatures and contamination can seriously affect the lubricant causing early sludging, oxidation, and acid formation. Under these conditions, a sample of the lubricant should be submitted to the petroleum supplier at periodic intervals. This will establish a change cycle which will provide for renewal of the oil before its degradation. TABLE 4 AGMA LUBRICANT NUMBERS FOR SHAFT MOUNT AND SCREW CONVEYOR REDUCER
GEAR REDUCERS AGMA LUBRICANT NUMBER BY AMBIENT TEMPERATURES 15 - 60 Degrees F 50 - 125 Degrees F NORMAL SERVICE HEAVY HEAVY DUTY NORMAL DUTY W/O SERVICE W/O BACKSTOP BACKSTOP
Figure 14 6. Place left lockwasher and left locknut on taper bushing. Turn left locknut until contact is made between the lockwasher and the end of the reducer hollow shaft. Tighten left locknut until all play is removed in the tapered portion of the bushing. LUBRICATION THIS REDUCER IS SHIPPED DRY. OIL MUST BE ADDED BEFORE OPERATION. SEE TABLE 4 FOR LUBRICATION SPECIFICATIONS. The oil used should be a high quality product, having rust and oxidation inhibitors, anti-foaming agent, a high viscosity index (preferability above 90) and a low acid content. It should be neutral in reaction, free from girt or abrasives and non-corrosive to gears or bearings. IMPORTANT: WHEN A BACKSTOP IS FURNISHED WITH THE REDUCER, DO NOT USE LUBRICANTS OF THE EP TYPE, (EXTREME PRESSURE CHARACTERISTICS), OR THOSE CONTAINING SLIPPERY ADDITIVES.
CAUTION CAUTION WARNING
T Y P E S I Z E
SMR SCT
8107 - 8415 8507 - 8608
4 EP
5 EP
LOW TEMPERATURE OPERATION Where the lubricant contains Lead Naphthenate (an EP additive) the reducer oil sump temperature should not exceed 160 F (70 C).
CAUTION Always fill the speed reducer to the oil level indicator for proper lubrication.
The pour point of the oil should, at minimum, be equal to the lowest ambient starting temperature. For best results, the pour point should be 5 to 10 degrees F (2.8 to 5.6 degrees C) below the lowest ambient starting temperature. For reducers operating in ambient temperature conditions below 15 F (-9.4 C) special lubrication is required. Refer to
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Table 5 oil capacities are only an approximation and should not be used as the exact value for an oil fill. See figures 2 -5 for location of the oil plug, oil drain, and breather for the six different mounting positions. TABLE 5 APPROXIMATE OIL CAPACITY IN QUARTS (LITERS) SINGLE AND DOUBLE REDUCTION UNIT SIZE 8107 8115 8203 8207 8215 8307 8315 8407 8415 8507 8608 LONG AXIS VERTICAL .50 (047) .75 (.71) 1.00 (.95) 1.50 (1.42) 2.50 (2.37) 4.50 (4.26) 6.50 (6.15) 8.00 (7.57) 9.00 (8.52) Consult Factory Consult Factory LONG AXIS HORIZONTAL .75 (.71) 1.25 (1.18) 1.75 91.66) 2.5 (2.37) 4.0 (3.79) 5.0 (4.73) 8.0 (7.57) 12.5 (11.8) 13.0 (12.3) Consult Factory Consult Factory
CAUTION
1. Make sure reducer is filled with correct lubricant to the proper level. Refer to the section of this bulletin on lubrication and/or the nameplate affixed to the reducer. 2. Check for free rotation of all elements. In many cases, the input shaft of the reducer can be turned by hand even with a connected load. 3. Check all bolts and cap screws to make sure they are tight. 4. Check belts for proper tension and alignment.
WARNING After energizing motive power, if any undue noise occurs, shut off power IMMEDIATELY.
5. Observe temperature rise. This may take up to four hours to stabilize. In some instances the temperature in the oil sump may rise as much as 100 F (38 C) above the ambient. Actual operating temperature will vary slightly with the reducer size, ratio, type, and operating conditions.
CAUTION Under no circumstances should the oil bath temperature exceed 200 F (93 C). If this should occur, consult the factory. The housing and the shaft next to the high speed seal may show temperature significantly above 200 F (93 C). This will diminish as the seal and shaft sealing area wear in. Application of oil at this area during the break-in period will aid this process. Bearings can produce localized heating from cramping, either radial or axially. Check for insufficient end play. Many times the reducer temperature is judged by the touch of a hand and may be considered to be quite hot. The only positive method is to use a surface temperature measuring instrument or by using a thermometer directly in the oil bath.
FOOD AND DRUG INDUSTRY Some operations in the Food and Drug Industry require special lubrication considerations in view of possible toxicity from contamination by the oil or grease used in the equipment. Some EP products contain Lead Naphthenate, Phosphorus, or Chlorine which are toxic and could be harmful. In the Food (including animal food) and Drug Industry, consult the petroleum supplier for recommendation of lubricants which are acceptable to the Food and Drug Administrations and/or other authoritative bodies having jurisdiction. OPERATION START UP Verify the rating of the reducer (indicated on the nameplate and certified print) to be sure that service rating, RPM or speed range, thermal rating, and any overhung or thrust loading are not exceeded in actual operation. If input speed exceeds 1800 rpm, refer to factory for operation and lubrication recommendations.
CAUTION
6. About one month after start-up, check all bolts for tightness. Re-tighten as required. This refers to all components in the drive train.
WARNING Do not operate this unit beyond its service rating as any resulting failure could cause damage to property or life and limb. CAUTION The system of connected rotating parts must be free from critical speed, torsional or other type of vibration, no matter how induced. The responsibility for this system analysis lies with the purchaser of the speed reducer.
L30 Application Spiral Bevel & Parallel Shafts Helical Reducer MAX-POWER Information
LUBRICATION
WARNING This unit is shipped DRY! Oil must be added prior to operation. Any couplings attached are also DRY! and must be lubricated prior to operation. Manufacturers recommendations should be followed.
lubricants which are acceptable to the Food and Drug Administration and/or other authoritative bodies having jurisdiction. COUPLINGS Each coupling shipped with a reducer is tagged with a list of the proper lubricants and an outline of the correct lubrication practice to follow. They should be relubricated at regular intervals and not allowed to go dry. BREATHER Each unit is equipped with a breather. This should be cleaned at intervals to insure that it is working. GREASE PURGED SEALS Lubricate once a week with a high quality Lithium base grease NLGI No. 2 consistency. GREASE LUBRICATION - VERTICAL REDUCER Grease lubricate the lower output shaft bearings once a week at the Alemite grease fitting. A good grade of antifriction bearing grease or its equivalent should be used. It should have neutral and channeling characteristics with a consistency of NLGI #2. It should not be subject to excessive bleeding or deterioration. NLGI #2 GREASE FOR REDUCERS SUPPLIER LUBRICANT
The oil used should be a high quality product, having rust and oxidation inhibitors, anti-foaming agent, a high viscosity index (preferably above 90) and a low acid content. It should be neutral in reaction, free from girt or abrasives and non-corrosive to gears or bearings.
CAUTION LOW TEMPERATURE OPERATION
1. The pour point of the oil should not exceed and preferably should be 5 to 10 degrees Fahrenheit (2.8 to 5.6 C) below the lowest ambient starting temperature. 2. When temperatures are below 15 degrees Fahrenheit, (-9.4 C) please refer to the factory for recommendations giving ambient temperature expected and operating cycle. 3. On vertical units or special horizontal units equipped with pumps, the viscosity can be critical at Low Temperatures in effecting proper operation of the pump. The oil viscosity in a pump driven lube system should not exceed 15,000 SUS. High viscosity lubricants may cause cavitation. Prime pump with appropriate lubricant and check for oil flow. For recommendations, refer to the factory giving full particulars of the lowest ambient temperatures affected and the operation cycle. CHANGE CYCLE We recommend changing oil every 2,500 hours or six months whichever occurs first. Make certain to be guided by seasonal temperature variations and change oil accordingly. Operating conditions can vary this guide line. Abnormal temperatures and contamination can seriously affect the lubricant causing early sludging, oxidation and acid formation. Under these conditions, a sample of the lubricant should be submitted to the petroleum supplier at periodic intervals. This will enable the establishment of a change cycle which would provide for renewal of the oil prior to its degradation. After the initial fill, the first oil change should be made after two weeks, or 100 hours of operation. FOOD AND DRUG INDUSTRY Some operations in the Food and Drug Industry require special lubrication considerations in view of possible toxicity from contamination by the oil or grease used in the equipment. Some EP products contain Lead Naphthenate, Phosphorus, or Chlorine which are toxic and could be harmful.
CAUTION In the Food (including animal food) and Drug Industry, consult the petroleum supplier for recommendations of
Amoco. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Amolith EP2 BP Oil . . . . . . . . . . . . . . . . . . . . . . . . . . .Energrease LS EP2 Castrol . . . . . . . . . . . . . . . . . . . . . . . . .Molub-Alloy 860/150-2 Chevron Oil Co. . . . . . . . . . . . . . . . .Chevron Ultra-Duty EP2 Citgo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Lithoplex #2 Conoco. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .EP Conalith Exxon . . . . . . . . . . . . . . . . . . . . . . . .Lidok EP2 or Unirex N2 Keystone . . . . . . . . . . . . . . . . . . . . . . . . . . .81EP2 or 84EP2 Lubriplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .No. 1200-2 Mobil Oil Co. . . . . . . . . . . . . . . . . . . . . . . . . . . .Mobilux EP-2 Pennzoil . . . . . . . . . . . . . . . . . . .Premium Lithium Complex 2 Phillips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Philube L+EP Shell Oil Co. . . . . . . . . . . . . . . . . . . . . . . .Alvania #2 or EP-2 Sun Oil Co. . . . . . . . . . . . . . . . . . . . . . . . .Ultra Prestige EP2 Texaco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Starplex 2 Unocal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Unoba EP2
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Fax: (605) 225-0567
RECOMMENDED LUBRICANTS
MANUFACTURER
Permagear EP 100 (0) American Ind. Oil 150 (-10) Permagear EP150 (0) American Ind. Oil 220 (-15) Permagear EP220 (0) American Ind. Oil 320 (-15)
3 (ISO 100)
3EP (ISO 100)
4 (ISO 150)
4EP (ISO 150)
5 (ISO 220)
5EP (ISO 220)
6 (ISO 320)
6EP (ISO 320)

Permagear EP 320 (+10)
Amoco Oil Co.
American Ind. Oil 100 (-15)
Ashland Oil
(-5) Valvoline AGMA 3EP (-12) Valvoline R&O 150 (-5) Valvoline AGMA 4EP (-12) Valvoline R&O 220 (0) Valvoline AGMA 5EP (-9)
Valvoline R&O 100
Valvoline R&O 320
(+5)
Valvoline AGMA 6EP
(-9)
Bp Oil
Energear EP100 (+10) Energear EP150 (+10) Energear EP220 (+16)
Energear EP320
(+16)
(-8) Tribol 1100/100 (-8) Tribol 1100/150 (-8) Tribol 1100/150 (-8) Tribol 1100/220 (-8) Tribol 1100/220 (0) Tribol 1100/320 (0) Tribol 1100/320 AW Machine Oil 150 (+10) Ultra Gear 150 (-17) AW Machine Oil 220 (+10) Ultra Gear 220 (0) AW Machine Oil 320 (+5) Ultra Gear 320 (+10) Citgear EP100 (0) Pacemaker 150 (+10) Citgear EP150 (0) Pacemaker 220 (+10) Citgear EP220 (0) Pacemaker 320 (+10) Citgear EP320 Gear 100 Dectol R&O 150 Gear 150 Dectol R&O 220 Gear 220 Dectol R&O 320 Gear 320 (0) Spartan EP100 (0) Teresstic 150 (0) Spartan EP150 (0 Teresstic 220 (0) Spartan EP220 (0) Teresstic 320 (+16) Spartan EP320 (+5) KLC-40 (+5) Keygear 90 (+5) KLC-50 (+5) Keygear 110 Almasol Gear 606 (-15) Monolec Turbine 6405 (-10) Almasol Turbine 604 (-10) Monolec Turbine 6406 (-10) Almasol Turbine 607 (-10) Monolec Turbine 6407 (0) (-35) APG-80W-90 (-35) SPO-244 (-25) APG-90 (-20) SPO-255 (-10) SPO-266 (+10) APG-80W-140 (+10) Duro 150 (+15) Pennant NL 150 (-10) Duro 220 (+15) Pennant NL 220 (0) Duro 320 (+15) Pennant NL320 (-20) Mobilgear 627 (-10) DTE Oil Extra Heavy (+25) Mobilgear 629 (-10) DTE Oil BB (+25) Mobilgear 630 (0) DTE Oil AA (+25) Mobilgear 632 Super Maxol EP100 (-5) Pennzbell R&O 150 (+10) Super Maxol EP150 (+10) Pennzbell R&O 220 (+15) Super Maxol EP220 (+15) Pennzbell R&O 320 (+15) (-15) Magnus 150 (-15) Philgear 150 (+5) Magnus 220 (-12) Philgear 220 (+10) Magnus 320 (-15) Philgear 320 (0) Omala 100 (-10) Morlina 150 (0) Omala 150 (0) Morlina 220 (+10) Omala 220 (+10) Morlina 320 Omala 320 (+10) Sunep 100 Sunvis 9150 (+10) Sunep 150 (+10) Sunvis 9220 (+10) Sunep 220 (+10) Sunvis 9320 Sunep 320 (+15) Meropa 100 (-25) Regal R&O 150 (+15) Meropa 150 (-25) Regal R&O 220 (+15) Meropa 220 (-10) Regal R&O 320 (+20) Meropa 320 Extra Duty NL 3EP (+5) Extra Duty NL 4EP (0) Extra Duty NL 5EP (+10) Extra Duty NL 6EP
Castrol Performance Lubes
Tribol 1100/100
(0)
Chevron USA, Inc.
AW Machine Oil 100 (+5)
(0)
Citgo Petroleum
Pacemaker 100
(0)
Conoco Inc.
Dectol R&O 100
Exxon Co. USA
Teresstic 100
(+16)
Keystone Div. Penwalt Corp.
KLC-30
(+10)
Lubrication Engineers
Monolec Turbine 6404 (-10)
Almasol Tutbine 605
(0)
Lubriplate
SPO-233
(-25)
Lyondell Oil
Duro 100
(+10)
Mobil Oil Corp.
DTE 18-M
(0)
Pennzoil Co.
Pennzbell R&O 100 (-10)
Super Maxol EP320 (+10)
Phillips Petroleum Co.
Magnus 100
(+10)
Shell Oil Co.
Morlina 100
Sun Oil Co.
Sunvis 9100
Texaco Lubricants
Regal R&O 100
(-15)
Unocal
(+5)
Numbers in parenthesis are pour point of the lubricant in degrees fahrenheit.
L32 Application Spiral Bevel & Parallel Shafts Helical Reducer MAX-POWER Information
HLD & HLE LUBRICATION
Lubricant Numbers for Parallel Shaft Reducers
AGMA LUBRICANT NUMBER AMBIENT TEMP. IN DEGREES FAHR SIZE AND TYPE OF UNIT 15 to 60 F (-9.4 to 15.6 C) Type of Service Normal Parallel Shaft Reducers 0701, 0801, 0702, 0802, 0703, 0803, HLD/HLE 0901, 1001, 0902, 1002, 0903, 1003, HLD/HLE 1001 through 2001 HLD/HLE 1102 through 4002 HLD/HLE 1103 through 2003 HLD/HLE 2103 through 4003 HLD/HLE 3 3EP 4 4EP Heavy Duty Normal Heavy Duty 50 to 125 F (10 to 51.7 C)
3EP
5EP
3EP
5EP
4EP
6EP
EP lubricants are recommended for all but the lightest applications.
VISCOSITY RANGES FOR AGMA LUBRICANTS

Rust and oxidation inhibited gear oils AGMA Lubricant No. Viscosity range Equivalent ISO grade Extreme pressure gear lubricants AGMA Lubricant No. Synthetic gear oils AGMA Lubricant No.
mm 2/s (cSt) at 40 C 90 to 110 135 to 165 198 to 242 288 to 352 100 150 220 320
3 4 5 6
3EP 4EP 5EP 6EP
3S 4S 5S 6S
BACKSTOP LUBRICATION
+20 F to +150 F (Maximum permissible ambient temp.) Mobil DTE Heavy Medium Any Automatic Transmission Fluid (high grade only) Texaco Regal R & O #68 Shell Turbo Oil #68 Gulf Harmony #68 Amoco Industrial Oil #68 Exxon Terresco Oil #68 Sunoco Sunvis 931
Temperature Range
-10 F to +20 F
-40 F to +150 F
Recommended Lubricant
Mobile Gargoyle Arctic C Heavy Texaco Regal R & O #46 Any Automatic Transmission Fluid (high grade only) Sunoco Sunvis 921 Chevron GST Oil 931
Mobil Jet Oil #2 Shell Turbine Oil #500 Exxon Turbo Oil #2389 Standard Esso Turbo Oil #2389 Military Oils MIL-L-7808 or MIL-L-23699
CAUTION: Do not use lubricants of the E.P. type (extreme pressure characteristics), or those containing slippery additives in backstops.
Phone: (605) 225-0360
Fax: (605) 225-0567
MAX-POWER Spiral Bevel & Parallel Shafts Helical Reducer L33
HLD & HLE OIL CAPACITIES

Appropriate Oil Capacities
HLD/HLE SIZE CAPACITY, Gals. (Liters) SIZE VHLD/VHLE CAPACITY, Gals. (Liters)
0701 0801 0901 1001 1101, 1301, 1501, 1701, 1901, 0702 0802 0902 1002 1102, 1302, 1502, 1702, 1902, 2252 2502 0703 0803 0903 1003 1103, 1303, 1503, 1703, 1903, 2253 2503
1201 1401 1601 1801 2001
2 2 1/2 3 1/4 3 3/4 6 8 1/2 12 1/2 20 29 3 5 7 9 15 23 34 50 60 95 130 3 5 7 9 13 20 30 35 55 110 170
(8) (10) (12) (14) (23) (32) (47) (76) (109) (11) (19) (27) (34) (57) (87) (129) (189) (227) (360) (490) (11) (19) (27) (34) (49) (76) (114) (132) (208) (415) (645)
L
1202 1402 1602 1802 2002 23 35 59 60 75 (87) (132) (189) (227) (284)
1202 1402 1602 1802 2002
1203 1403 1603 1803 2003
1203 1403 1603 1803 2003
20 30 45 53 83
(76) (114) (170) (200) (314)
L34 Application Spiral Bevel & Parallel Shafts Reducer Lubrication MAX-POWER Information
SPIRAL BEVEL LUBRICATION
Lubricant Numbers for Spiral Bevel Helical Reducers
AGMA LUBRICANT NUMBER AMBIENT TEMP. IN DEGREES FAHR SIZE AND TYPE OF UNIT 15 to 60 F (-9.4 to 15.6 C) Type of Service Normal Parallel Shaft Reducers 0702, 0802, 0703, 0803 BHC, VBHC, BHE, VBHE 0902, 1002, 0903, 1003 BHC, VBHC, BHE, VBHE *1102 through 4002 BHC, VBHC, BHE, VBHE 1103 through 2003 BHC, VBHC, BHE, VBHE 3 3EP 4 4EP Heavy Duty Normal Heavy Duty 50 to 125 F (10 to 51.7 C)
3EP
5EP
3EP
5EP
*2103 through 4003 BHC, VBHC, BHE, VBHE
4EP
6EP
*EP oils cannot be used in units containing internal backstops - Sizes 2102 to 3202, 2103 to 3203 BHC, VBHC, BHE, VBHE
VISCOSITY RANGES FOR AGMA LUBRICANTS

Rust and oxidation inhibited gear oils AGMA Lubricant No. Viscosity range Equivalent ISO grade Extreme pressure gear lubricants AGMA Lubricant No. Synthetic gear oils AGMA Lubricant No.
mm 2/s (cSt) at 40 C 90 to 110 135 to 165 198 to 242 288 to 352 100 150 220 320
3 4 5 6
3EP 4EP 5EP 6EP
3S 4S 5S 6S
BACKSTOP LUBRICATION
+20 F to +150 F (Maximum permissible ambient temp.) Mobil DTE Heavy Medium Any Automatic Transmission Fluid (high grade only) Texaco Regal R & O #68 Shell Turbo Oil #68 Gulf Harmony #68 Amoco Industrial Oil #68 Exxon Terresco Oil #68 Sunoco Sunvis 931
Temperature Range
-10 F to +20 F
-40 F to +150 F
Recommended Lubricant
Mobile Gargoyle Arctic C Heavy Texaco Regal R & O #46 Any Automatic Transmission Fluid (high grade only) Sunoco Sunvis 921 Chevron GST Oil 931
Mobil Jet Oil #2 Shell Turbine Oil #500 Exxon Turbo Oil #2389 Standard Esso Turbo Oil #2389 Military Oils MIL-L-7808 or MIL-L-23699
CAUTION: Do not use lubricants of the E.P. type (extreme pressure characteristics), or those containing slippery additives in backstops.
Phone: (605) 225-0360
Fax: (605) 225-0567
MAX-POWER Spiral Bevel & Parallel Shafts Reducer Lubrication L35
SPIRAL BEVEL OIL CAPACITIES

Appropriate Oil Capacities
BHC, BHE SIZE CAPACITY, Gals. (Liters) SIZE VBHC, VBHE CAPACITY, Gals. (Liters)
7SBH 9SHB 10SBH 12SBH 16SBH 20SBH 22SBH 24SBH 27SBH 30SBH 0702 0802 0902 1002 1102, 1202 1302, 1402 1502, 1602 1702, 1802 1902, 2002 0703 0803 0903 1003 1103, 1203 1303, 1403 1503, 1603 1703, 1803 1903, 2003
1-1/2 (6) 2 1/2 4-1/2 7-1/2 15 26 45 45 70 70 3 5 7 9 15 23 34 50 60 3 5 7 9 13 20 30 35 55 (10) (17) (29) (57) (98) (170) (170) (264) (264) (12) (19) (27) (34) (57) (87) (128) (189) (226) (12) (19) (27) (34) (49) (75) (113) (132) (207 1203 1403 1603 1803 2003 20 30 45 53 83 (75) (113) (170) (200) (313) 1202 1402 1602 1802 2002 23 35 50 60 75 (87) (132) (189) (226) (283)
The above capacities are for 1750 RPM. For lower input speeds refer to the factory.
TERMS AND CONDITIONS OF SALES QUOTATIONS ARE MADE AND ORDERS ARE ACCEPTED BY SELLER SUBJECT ONLY TO THESE TERMS AND CONDITIONS:
1. AGREEMENT AND MODIFICATION OF SALES TERMS. The agreement between Seller and Buyer (Sales Contract) is with respect to the sale of goods described on the other side hereof (the goods). Any Terms and Conditions contained in any purchase order or other form of communication from Seller's customers which are additional to or different from these Terms and Conditions shall be deemed rejected by Seller unless expressly accepted in writing by Seller. 2. ACCEPTANCE OF ORDERS. Acceptance by Seller of Buyers purchase order(s) is expressly conditioned upon Buyers assent to these Terms and Conditions. Buyer will be deemed to have assented to such Terms and Conditions unless Seller receives written notice of any objections within 10 days after Buyer's receipt of this form or in all events prior to any delivery or other performance by Seller of Buyer's order if less than 10 days. 3. QUOTATIONS. Quotations by Seller shall be deemed to be offers by Seller to sell the goods described therein subject to these Terms and Conditions, and acceptance of such offers is expressly limited to acceptance by Buyer of all of these Terms and Conditions within 30 days from the date of the quotation or as specified. Purchase orders submitted by Buyer for the goods quoted by Seller shall be subject to and will be deemed to constitute acceptance of these Terms and Conditions. All purchase orders will be subject to approval by Seller. 4. TERMINATION OR MODIFICATION. The Sales Contract may be modified or terminated only upon Sellers express written consent, which consent will at all times be conditioned on Buyers agreement to pay Sellers modification or termination charge including, but not limited to expenses and costs plus a reasonable profit, except that any goods completed on or before Sellers acceptance of termination shall be accepted and paid in full by Buyer. 5. PRICES AND TERMS. Fulfillment of Buyers order is contingent upon the availability of materials. The price of the goods sold pursuant to the Sales Contract shall be based upon Seller's prices in effect at the time of shipment and any acceptance of the order will be on the basis of the freight rates now in effect. In the event of an increase or decrease in the applicable freight charges before the material is shipped, such changes in freight charges will be for the account of Buyer. Price advances, discounts, extras and terms and conditions are subject to changes without notice. Unless otherwise provided on the front side hereof, price is F.O.B. Sellers point of shipment, and terms of payment shall be net 30 days from date of invoice. Seller may assess a delinquency charge of 1-1/2 percent per month on invoices not paid within stated payment terms. Seller may require full or partial payment or payment guarantees in advance of shipment whenever, in its opinion, the financial condition of Buyer so warrants. In addition, Seller may, at any time, suspend performance of any order or require payment in cash, security or other adequate assurance satisfactory to Seller when, in Sellers opinion, the financial condition of Buyer warrants such action. 6. TAXES. Prices do not include sales, use or other similar federal, state or local taxes. Buyer shall pay to Seller, in addition to the price of the goods, all applicable taxes which may be invoiced separately at a later date. 7. DESIGN; EXTRA WORK; BUYER'S MATERIAL. (a) If any order accepted by Seller contemplates the preparation of special designs by Seller, Buyer issuing such order will have a responsible representative specifically approve all designs prepared by Seller. (b) If Buyer requests extra work not included in the quotation or original order, Buyer will pay for the extra work at reasonable rates as determined by Seller. (c) In the event spoilage/damage occurs on orders where Buyer furnishes the material, Seller shall not be liable for replacement of or damage to such material. 8. RISK OF LOSS, TITLE, SECURITY INTEREST. Delivery shall occur, and risk of loss shall pass to Buyer, upon delivery of the material to a carrier at the F.O.B. point of shipment. Transportation shall be at Buyer's sole risk and expense, and any claims for losses or damage in transit shall be against the carrier only. However, Seller retains title to all products until paid for in full in cash and Buyer agrees to perform all acts necessary to provide a fully perfected security interest in the goods in favor of Seller. Seller may, at Sellers option, repossess the same, upon Buyer's default in payment hereunder, and charge Buyer with any deficiency. 9. DELIVERIES AND QUANTITIES. (a) Delivery dates are not guaranteed but are estimated on the basis of immediate receipt by Seller of all information to be furnished by Buyer and the absence of delay, direct or indirect, resulting from or contributed to by circumstances beyond Seller's reasonable control. If the goods are non-catalog goods, Seller may ship overages or underages to the extent of 10 percent of quantity ordered, and Buyer shall pay for such quantity based upon the unit price of the goods. Seller shall not be required to maintain closer control of quantity, unless specifically agreed to by Seller in writing. Quantities of all items may be determined by weight. Any claims for shortage must be within 10 days from the date of receipt of the goods by Buyer, and in every case the weights found in any particular shipment, including tare, must be given and Seller advised as to the method used by Buyer in computing the count of parts. (b) In the event that Buyer is unable to accept delivery of the goods at time of shipment, Seller shall invoice Buyer for the full purchase price as if shipment had been made and: (i) if Seller is able to store such goods in its own facilities, Buyer will pay Seller the reasonable handling and storage charges for the period of such storage, and (ii) if Seller is unable to store such goods at its own facility, Seller reserves the right to arrange handling and storage in a suitable bonded warehouse for the Buyer at Buyer's expense. In cases where handling and storage become necessary, it shall be Buyer's responsibility to notify Seller when shipment is to be made. Seller will make necessary arrangements for shipment at Buyers expense. 10. RETURNED GOODS. Goods may not be returned. However, if Seller consents in writing or upon verbal authorization to the return of goods for any reason, transportation charges must be prepaid by Buyer, who also shall assume all risk of loss of such returned goods until actual receipt by Seller. 11. INSPECTION, ACCEPTANCE. Buyer shall inspect the goods immediately upon the receipt thereof. All claims by Buyer (including claims for shortages), except only those provided for under the WARRANTY AND LIMITATIONS OF LIABILITY and PATENTS clauses below, must be asserted in writing by Buyer within a 10 day period or they are waived. If this contract involves partial performances, all such claims must be asserted within a 10 day period for each partial performance. Rejection may be only for defects substantially impairing the value of products or work. Buyers remedy for lesser defects shall be those provided for under the Warranty and Liability clauses. THERE SHALL BE NO REVOCATION OF ACCEPTANCE. If Buyer wrongfully rejects, revokes or delays acceptance of items or work tendered under this contract, or fails to make a payment due on or before delivery, or repudiates this contract, Seller shall, at its option, have a right to recover as damages, either the price as stated herein (upon recovery of the price, the items involved shall become the property of the Buyer) or the profit (including reasonable overhead) which the Seller would make from performance together with incidental damages and reasonable cost. 12. WARRANTIES AND LIMITATIONS OF LIABILITY. (a) Seller warrants to Buyer that the goods will conform to the following warranty: The goods will be commercially free from defects in material and workmanship under normal use for a period of 1 year from the date of shipment of the goods by Seller and will conform at the date of shipment to applicable specifications, drawings and blueprints, except for departures therefrom with written approval of Buyer; provided that work performed by Seller upon blanks and other materials furnished by Buyer is excluded from this warranty. Seller shall have no liability to Buyer for cost of blanks furnished by Buyer which are damaged or spoiled during heat treat or machining operations; (b) In the case of drives, gears and reducers manufactured by Seller, Seller warrants only that such products, when shipped, shall be capable of delivering the service rating as indicated in Sellers written documents, including quotations and catalogs or as noted on such products, providing such equipment is properly installed and maintained, correctly lubricated, operating under normal conditions with competent supervision, and within the load limits for which it was sold, and provided further that the equipment is free from critical speed, tortional or other type vibration, no matter how induced; (c) If any model or sample was provided to the Buyer, it was used merely to illustrate the general type and quality of goods and not to warrant that goods shipped would be of that type or quality; (d) UNLESS AUTHORIZED IN WRITING BY A CORPORATE OFFICER OR VICE PRESIDENT, NO AGENT, EMPLOYEE OR REPRESENTATIVE OF SELLER HAS ANY AUTHORITY TO BIND SELLER TO ANY AFFIRMATION, REPRESENTATION OR WARRANTY CONCERNING THE GOODS SOLD UNDER THE SALES CONTRACT AND ANY SUCH AFFIRMATION, REPRESENTATION OR WARRANTY HAS NOT FORMED A PART OF THE BASIS OF THE BARGAIN AND SHALL BE UNENFORCEABLE; (e) Sellers sole obligation under the foregoing warranties is limited to either, at Sellers option, replacing or repairing defective goods (or defective parts thereof). This warranty does not cover the cost of installation of the new or repaired goods or parts. Replacement goods or parts are warranted for the remainder of the warranty period applicable to the goods originally supplied by Seller. All claims for allegedly defective goods must be made within 10 days after Buyer learns of such alleged defects. All claims not made in writing and received by Seller within such 10 day period shall be deemed waived. Buyer shall return a sample of the alleged defective part for Seller's inspection, and no other goods shall be returned to Seller without Sellers written consent. This warranty shall not extend to goods subjected to misuse, abuse, neglect, accident or improper installation or maintenance, incorrect lubrication, or goods which have been altered or repaired by anyone other than Seller or its authorized representative; (f) THE FOREGOING WARRANTIES ARE EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND/OR ANY OTHER TYPE, WHETHER EXPRESS OR IMPLIED; (g) Products not manufactured and work not performed by Seller are warranted only to the extent and in the manner that the same are warranted to Seller by Seller's vendors, and then only to the extent that Seller is reasonably able to enforce such warranty. In enforcing such warranty, it is understood Seller shall have no obligation to initiate litigation unless Buyer undertakes to pay all costs and expenses therefor, including but not limited to Attorneys fees, and indemnifies Seller against any liability to Seller's vendors arising out of such litigation; (h) THE FOREGOING IS SELLERS ONLY OBLIGATION AND BUYERS EXCLUSIVE REMEDY FOR BREACH OF WARRANTY. BUYERS FAILURE TO SUBMIT A CLAIM AS PROVIDED ABOVE SHALL SPECIFICALLY WAIVE ALL CLAIMS FOR DAMAGES OR OTHER RELIEF INCLUDING BUT NOT LIMITED TO CLAIMS BASED ON LATENT DEFECTS. IN NO EVENT SHALL BUYER BE ENTITLED TO INCIDENTAL, CONSEQUENTIAL, CONTINGENT, OR SPECIAL DAMAGES, NOR SHALL SELLERS LIABILITY EXCEED THE PURCHASE PRICE OF THE GOODS. EVEN IF THE REPAIR OR REPLACEMENT REMEDY SHALL BE DEEMED TO HAVE FAILED OF ITS ESSENTIAL PURPOSE UNDER SECTION 2-719 OF THE UNIFORM COMMERCIAL CODE, SELLER SHALL HAVE NO LIABILITY TO BUYER FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, SUCH AS LOST PROFITS, LOST REVENUE, DAMAGE TO OTHER EQUIPMENT OR LIABILITY OR INJURY TO A THIRD PARTY. ANY ACTION ARISING HEREUNDER OR RELATED HERETO MUST BE COMMENCED WITHIN ONE (1) YEAR AFTER THE CAUSE OF ACTION OCCURS OR IT SHALL BE BARRED, NOTWITHSTANDING ANY STATUTORY PERIOD OF LIMITATIONS TO THE CONTRARY; and (i) In the event of the resale of any of the goods, in whatever form, Buyer will include the following language in a conspicuous place and in a conspicuous manner in a written agreement covering such resale: THE MANUFACTURER MAKES NO WARRANTIES OR REPRESENTATIONS, EXPRESS OR IMPLIED, BY OPERATION OF LAW OR OTHERWISE, AS TO THE MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OF THE GOODS SOLD HEREUNDER. BUYER ACKNOWLEDGES THAT IT ALONE HAS DETERMINED THAT THE GOODS PURCHASED HEREUNDER WILL SUITABLY MEET THE REQUIREMENTS OF THEIR INTENDED USE. IN NO EVENT WILL MANUFACTURER BE LIABLE FOR CONSEQUENTIAL, INCIDENTAL OR OTHER DAMAGES. 13. REMEDIES AND LIMITATIONS OF LIABILITY. In the event Buyer claims Seller has breached any of its obligations under the Sales Contract, whether of warranty or otherwise, Seller may request the return of goods and tender to Buyer, at Seller's option, a replacement shipment of goods. If Seller so requests the return of the goods, the goods will be redelivered to Seller in accordance with Sellers instructions and at Buyers expense. Except as herein provided, Seller shall have no further obligation under the Sales Contract. The remedies contained in this paragraph and paragraph 12 hereof shall constitute the sole recourse of Buyer against Seller for breach of any of Sellers obligations under the Sales Contract, whether warranty or otherwise. 14. TECHNICAL ADVICE. Any technical advice furnished or recommendation made by Seller or any representative of Seller concerning any use or application of any of the goods is believed to be reliable, but SELLER MAKES NO WARRANTY, EXPRESSED OR IMPLIED, ON RESULTS TO BE OBTAINED. BUYER ASSUMES ALL RESPONSIBILITY FOR LOSS OR DAMAGE RESULTING FROM THE HANDLING OR USE OF ANY OF THE GOODS. 15. FORCE MAJEURE. Seller shall not be liable for failure to perform its obligations under the Sales Contract in whole or in part caused by the occurrence of any contingencies beyond the reasonable control either of Seller or of suppliers of Seller. If any such contingency occurs, Seller may allocate goods and deliveries among Seller's customers. 16. ASSIGNMENT AND DELEGATION. No right or interest in the Sales Contract shall be assigned by Buyer without Sellers prior written consent, and no delegation of any obligation owed, or to the performance of any obligation by Buyer shall be made without Sellers prior written consent. Any attempt at assignment or delegation shall be wholly void and totally ineffective for all purposes unless made in conformity with this paragraph. 17. PATTERNS AND TOOLING. Unless otherwise agreed to in writing with Buyer, Seller shall retain title to and possession of all special tooling, patterns and dies whether paid for by Buyer or not, but such special tooling, patterns and dies that are specifically paid for by Buyer will be held by Seller exclusively for the manufacture of Buyer's goods for not more than 2 years after the date of Buyer's last order requiring their use. Seller will exercise reasonable care in handling and storing any tooling, patterns or dies specifically paid for by Buyer, but Seller shall not be liable for damage or loss thereof. 18. PATENTS. SELLER MAKES NO REPRESENTATION OR WARRANTY WITH RESPECT TO THE PATENTABILITY OF THE GOODS OR THAT ANY OF THE GOODS WILL BE FREE FROM CLAIMS OF INFRINGEMENT. Buyer agrees to indemnify and defend Seller in any such suit, action or proceeding for any claim resulting from actual or alleged infringement of any domestic or foreign letters patent for (i) any feature, construction or design incorporated at Buyers request in any goods or to adapt such goods to the particular use of Buyer or Buyer's customers or (ii) any additions, changes or adaptations made by Buyer or Buyer's customers after delivery of the goods. 19. CONFIDENTIAL INFORMATION. All drawings, diagrams, specifications, technical data and other materials furnished by Seller and identified by Seller as confidential are and shall remain the exclusive property of Seller and shall be returned to Seller upon request. Buyer agrees to treat such information and material as confidential and not to reproduce or disclose such information or materials without Sellers prior written consent. This paragraph does not apply to any information already known to and readily accessible in the trade or which may become so through no fault of Buyer. 20. CHANGES. Seller may, at any time, without notice, make changes (whether in design, material, improvements or otherwise) in any catalog goods, and may discontinue the manufacture of any catalog goods, all in its sole discretion, without incurring any obligations of any kind as a result thereof, whether for failure to fill an order of Buyer or otherwise. 21. INSTALLATION. Installation of the goods shall be by Buyer unless otherwise specifically stated in the Sales Contract. 22. SEVERABILITY. If any term or provision contained in the Sales Contract is declared or held invalid by a court of competent jurisdiction, such declaration or holding shall not affect the validity of any other term, clause or provision contained herein. 23. GOVERNING LAW AND LIMITATION. (a) The formation and performance of the Sales Contract shall be deemed to have been made and governed by the Uniform Commercial Code as adopted in the state of Seller's principal place of business; (b) Buyer hereby agrees to the jurisdiction of any state or federal court located in the county of Seller's principal place of business. Buyer waives any objection based on forum non conveniens and any objection to venue of any action instituted hereunder, and consents to the granting of such legal or equitable relief as is deemed appropriate by a court of competent jurisdiction. The rights and obligations of Seller and Buyer shall not be governed by the provisions of the United Nations Convention on Contracts for the International Sale of Goods; and (c) Seller represents that the goods will be produced in compliance with the Fair Labor Standards Act of 1938, as amended. (d) BUYER AGREES TO PAY ALL OF SELLERS COSTS AND EXPENSES OF COLLECTION AND LITIGATION, INCLUDING BUT NOT LIMITED TO ATTORNEYS FEES AND COSTS. Revised October, 2004
Phone: (605) 225-0360
Fax: (605) 225-0567
Notes L37
L38 Notes
Phone: (605) 225-0360
Fax: (605) 225-0567
Notes L39
L40 Notes
Phone: (605) 225-0360
Fax: (605) 225-0567

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Table of Contents L1

Lubrication & Installation Instructions

Lubrication & Installation Instructions

Phone: (605) 225-0360

Fax: (605) 225-0567

Lubrication & Installation Instructions

Lubrication & Installation Instructions

APPROXIMATE STORAGE PERIODS

Phone: (605) 225-0360

Fax: (605) 225-0567

Lubrication & Installation Instructions

IDEAL CONTACT PATTERN

GEAR-FACE CENTERED ON PINION

Lubrication & Installation Instructions

Phone: (605) 225-0360

Fax: (605) 225-0567

Lubrication & Installation Instructions

Lubrication & Installation Instructions

Phone: (605) 225-0360

Fax: (605) 225-0567

Lubrication & Installation Instructions

820 - 827 831 - 837 843 - 847

Lubrication & Installation Instructions

L10 UNI-POWER 2000 & 4000 High Efficiency Drives

Uni-Power 4000 HIGH EFFICIENCY HELICAL IN-LINE GEAR DRIVES LUBRICATION

INPUT BEARING GREASE

Phone: (605) 225-0360

Fax: (605) 225-0567

Lubrication & Installation Instructions

High Efficiency Drives L11

HELICAL IN-LINE MOUNTING POSITION, FILL, LEVEL AND DRAIN LOCATIONS

FOOT MOUNT DOUBLE REDUCTION

FOOT MOUNT TRIPLE REDUCTION

4092 4102 B3 - Standard Floor

B8 - Ceiling BREATHER FILLER FILLER/BREATHER LEVEL DRAIN

B8 - Ceiling GREASE ZERK (4092-4102 SHAFT INPUT)

Lubrication & Installation Instructions

L12 Application4000 High Efficiency Drives UNI-POWER Information

FLANGE MOUNT DOUBLE REDUCTION

4092 4102 B5 - Horizontal B5 - Horizontal

FLANGE MOUNT TRIPLE REDUCTION

V1 - Vertical Down BREATHER FILLER FILLER/BREATHER LEVEL

V1 - Vertical Down DRAIN GREASE ZERK

Phone: (605) 225-0360

Fax: (605) 225-0567

Lubrication & Installation Instructions

2000 & 4000

High Efficiency Drives L13

Unit Size (Foot or Flange Mount)

2 2 1.7 2.8 2 2.2 1.9 2.8

1.6 3 2.3 2.5 1.6 3.1 2.4 2.5

4.1 4.2 3 4.7 4.1 4.3 3.1 4.7

3.3 5.2 4.2 4.0 3.3 5.4 4.2 4.0

6.1 5.9 4.3 7.1 6.1 6.4 5.1 7.1

4.3 7.4 6.1 5.5 4.3 7.8 6.1 5.5

8.1 7.6 5.5 9.5 8.1 8.6 7.1 9.5

1.8 1.5 1.4 1

11.4 11.8 10.1 10.1 10 6.8 15.8 11.6

Shaft Input Models (FI40XXA) (FI40XXC)

Permanently Grease Lubed

2.2 1.6 1.4

13.2 12.9 11 10 10.8 15.8

Approximate Oil Capacities (Pints) Helical In-Line Quad Reduction