Baldor MN409 Installation & Operating Manual

BALDOR MN409 Large AC Motors Handbook

This manual contains general procedures that apply to Baldor Motor products.

Be sure to read and understand the Safety Notice statements in this manual.

For your protection, do not install, operate or attempt to perform maintenance

procedures until you understand the Warning and Caution statements. A

Warning statement indicates a possible unsafe condition that can cause harm

to personnel. A Caution statement indicates a condition that can cause

damage to equipment.

instrunction manuals to help users access anytime and

anywhere, helping users make better use of products.

Large AC Motors

Global Series TEFC/TEAO

Horizontal Mounting

Installation & Operating Manual

6/08 MN409

Any trademarks used in this manual are the property of their respective owners.

Table of Contents

Table of Contents iMN409

Section 1

General Information 1−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Overview 1−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Safety Notice 1−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Receiving 1−3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Handling 1−4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Storage 1−4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Unpacking 1−4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 2

Installation & Operation 2−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Overview 2−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Location 2−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Foundation 2−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Pre−Installation Checks 2−2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Grouting 2−2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Doweling & Bolting 2−2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Coupling 2−2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Lubrication 2−3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Anti−Friction

Bearings (Grease Lubricated) 2−3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Sleeve Bearing (Oil Lubricated) 2−3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Electrical Connection 2−3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

AC Power 2−3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Grounding 2−3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

First Time Start Up 2−4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Coupled Start Up 2−5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Jogging and Repeated Starts 2−5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 3

Maintenance & Troubleshooting 3−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Periodic Inspection 3−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Bearing Lubrication 3−2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Sleeve Bearings (Oil Lubricated) Instructions 3−3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

G50 Sleeve Bearing & Cartridge Removal Instructions 3−4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

G5000, G315, G5810 and G40 Sleeve Bearing & Cartridge Removal 3−5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Sleeve/Anti−Friction Bearing Bracket Removal 3−7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Anti−Friction Bearing Removal/Replacement 3−7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Rotor And Stator Removal 3−7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Winding Maintenance 3−7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 4
Optional Accessories 4−1.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Winding Resistance Temperature Detector RTD 4−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Winding Thermostat 4−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Winding Thermocouple − TIC 4−2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Winding Thermistors 4−2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Bearing Resistant Temperature Detector − RTD 4−2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Suggested bearing and winding RTD setting guidelines 4−3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Bearing Thermocouple − TIC 4−4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Bearing Thermostat 4−4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Bearing Thermometer 4−4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Space Heaters 4−5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Oil Circulation System 4−5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Constant Level Oiler 4−6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Current Transformers 4−6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Lightning Arrestors And Surge Capacitors 4−6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 1
General Information

ii Table of Contents MN409

Appendix

API Documentation A−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Outline Drawing A−1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Anti−Friction Bearing A−2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Sleeve Bearing A−3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 1
General Information

General Information 1-1MN409

Overview This manual contains general procedures that apply to Baldor Motor products. Be sure to read and

understand the Safety Notice statements in this manual. For your protection, do not install, operate or
attempt to perform maintenance procedures until you understand the Warning and Caution statements. A
Warning statement indicates a possible unsafe condition that can cause harm to personnel. A Caution
statement indicates a condition that can cause damage to equipment.

Important: This instruction manual is not intended to include a comprehensive listing of all details for all

procedures required for installation, operation and maintenance. This manual describes general
guidelines that apply to most of the motor products shipped by Baldor. If you have a question
about a procedure or are uncertain about any detail, Do Not Proceed. Please contact your Baldor
distributor for more information or clarification.

G−Series Totally Enclosed Fan Cooled (TEFC) and Totally Enclosed Air Over (TEAO) motors are
designed and built to provide you with a drive power system composed of matched components. Such
a system is capable of delivering the horsepower, torque, speed and power efficiency characteristics
that are needed for reliable production machinery.

This systems approach was used not only in the design of the motor, but also in the state of the art
manufacturing used to produce and test these rugged and dependable machines. It extends from the
major assemblies such as rotors, stators, enclosures and insulation systems, to the smallest
component carefully selected and mated for optimum performance. The result is a product that is
indeed, more than a motor more like a system.

G−Series TEFC Motors are designed for easy disassembly, reassembly, and inspection.
These common accessories are available:

S

Bearing temperature detectors

S Winding temperature detectors

S Space heaters

S Lightning arrestors

S Surge capacitors

S Vibration monitors

S Special conduit boxes

This manual contains the information that you need to get the most out of your G−Series TEFC Motor.
Please read it carefully and thoroughly before unpacking and installing motor.

Safety Notice: This equipment contains high voltage! Electrical shock can cause serious or fatal injury.

Only qualified personnel should attempt installation, operation and maintenance of
electrical equipment.

Be sure that you are completely familiar with NEMA publication MG-2, safety standards
for construction and guide for selection, installation and use of electric motors and
generators, the National Electrical Code and local codes and practices. Unsafe
installation or use can cause conditions that lead to serious or fatal injury. Only qualified
personnel should attempt the installation, operation and maintenance of this equipment.

1-2 General Information MN409

WARNING: Do not touch electrical connections before you first ensure that power has been disconnected.

Electrical shock can cause serious or fatal injury. Only qualified personnel should attempt the
installation, operation and maintenance of this equipment.

WARNING: Be sure the system is properly grounded before applying power. Do not apply AC power before

you ensure that all grounding instructions have been followed. Electrical shock can cause serious
or fatal injury. National Electrical Code and Local codes must be carefully followed.

WARNING: Avoid extended exposure to machinery with high noise levels. Be sure to wear ear protective

devices to reduce harmful effects to your hearing.

WARNING: This equipment may be connected to other machinery that has rotating parts or parts that are

driven by this equipment. Improper use can cause serious or fatal injury. Only qualified
personnel should attempt to install operate or maintain this equipment.

WARNING: Do not by-pass or disable protective devices or safety guards. Safety features are designed to

prevent damage to personnel or equipment. These devices can only protection if they remain
operative.

WARNING: Avoid the use of automatic reset devices if the automatic restarting of equipment can be

hazardous to personnel or equipment.

WARNING: Be sure the load is properly coupled to the motor shaft before applying power. The shaft key

must be fully captive by the load device. Improper coupling can cause harm to personnel or
equipment if the load decouples from the shaft during operation.

WARNING: Use proper care and procedures that are safe during handling, lifting, installing, operating and

maintaining operations.
Improper methods may cause muscle strain or other harm.

WARNING: Before performing any motor maintenance procedure, be sure that the equipment connected to

the motor shaft cannot cause shaft rotation. If the load can cause shaft rotation, disconnect
the load from the motor shaft before maintenance is performed. Unexpected mechanical
rotation of the motor parts can cause injury or motor damage.

WARNING: Disconnect all electrical power from the motor windings and accessory devices before

disassembly of the motor. Electrical shock can cause serious or fatal injury.

WARNING: Do not use non UL/CSA listed explosion proof motors in the presence of flammable or

combustible vapors or dust. These motors are not designed for atmospheric conditions that
require explosion proof operation.

WARNING: Motors that are to be used in flammable and/or explosive atmospheres must display the UL

label on the nameplate along with CSA listed logo. Specific service conditions for these motors
are defined in NFPA 70 (NEC) Article 500.

WARNING: UL Listed motors must only be serviced by UL Approved Authorized Baldor Service Centers if

these motors are to be returned to a hazardous and/or explosive atmosphere.

WARNING: This equipment is at line voltage when AC power is connected. Disconnect and lockout all

ungrounded conductors of the ac power line before proceeding. Failure to observe these
precautions could result in severe bodily injury or loss of life.

WARNING: Rotating parts can cause serious or fatal injury. If relubrication is performed with the motor

running, to avoid injury do not contact any rotating parts.

WARNING: Solvents can be toxic and/or flammable. Follow manufacturer’s safety procedures and

directions. Failure to observe this precaution could result in bodily injury.

Continued on next page.

Section 1
General Information

General Information 1-3MN409

Safety Notice Continued

WARNING: Use of an air jet may cause flying debris and generate particulate matter. Wear suitable skin,

eye and respiratory protection. Failure to observe this precaution may result in bodily injury.

WARNING: Space Heaters operate at line voltage. Disconnect power to space heaters before performing

maintenance work on motor. Failure to observe this precaution could result in severe bodily
injury or loss of life.

WARNING: Thermostat contacts automatically reset when the motor has slightly cooled down. To prevent

injury or damage, the control circuit should be designed so that automatic starting of the motor
is not possible when the thermostat resets.

Caution: To avoid damage to the windings do not use air pressures greater than 30 psi (200 kPa). Avoid

directing the air in such a way that the dirt will be blown into inner crevices.

Caution: To prevent premature equipment failure or damage, only qualified maintenance personnel

should perform maintenance.

Caution: Do not over−lubricate motor as this may cause premature bearing failure.

Caution: Over−lubricating can cause excessive bearing temperatures, premature lubrication breakdown

and bearing failure.

Caution: Do not lift the motor and its driven load by the motor lifting hardware. The motor lifting

hardware is adequate for lifting only the motor. Disconnect the load from the motor shaft
before moving the motor.

Caution: If eye bolts are used for lifting a motor, be sure they are securely tightened. The lifting

direction should not exceed a 20° angle from the shank of the eye bolt or lifting lug. Excessive
lifting angles can cause damage.

Caution: To prevent equipment damage, be sure that the electrical service is not capable of delivering

more than the maximum motor rated amps listed on the rating plate.

Caution: If a HI POT test (High Potential Insulation test) must be performed, follow the precautions and

procedure in NEMA MG1 and MG2 standards to avoid equipment damage.

Caution: Sleeve bearing motors are shipped without oil. To avoid motor damage, do not rotate the shaft

until you have filled the oil reservoirs to the proper level with recommended lubricant.

Caution: To avoid damage to motor bearings, grease must be kept free of dirt. For an extremely dirty

environment, contact your Baldor distributor or an authorized Baldor Service Center for
additional information.

Caution: Do not use solvents containing trichloroethane to clean interior or exterior of motor. Damage

may occur to paint and insulation systems.

If you have any questions or are uncertain about any statement or procedure, or if you require
additional information please contact your Baldor distributor or an Authorized Baldor Service Center.

Receiving Each Baldor Electric Motor is thoroughly tested at the factory and carefully packaged for shipment.

When you receive your motor, there are several things you should do immediately.
Do not unpack until ready for use.

1. Observe the condition of the shipping container and report any damage immediately to the
commercial carrier that delivered your motor.

2. Verify that the part number of the motor you received is the same as the part number listed on your
purchase order.

Section 1
General Information

1-4 General Information MN409

Handling The motor should be lifted using the lifting lugs or eye bolts provided.

1. Eyebolts or lifting lugs are intended

for lifting the motor only with the standard factory installed

accessories such as tachometer, etc., the lifting means on the motor must not be used to lift the
motor plus additional equipment such as gears, pumps, compressors, or other driven equipment.
The lifting means on the motor cannot be used to lift assemblies of motor and other equipment
mounted on a common base.

2. In all cases, care should be taken to assure lifting in the direction intended in the design of the lifting
means. Lift using all lugs provided. Likewise, precautions should be taken to prevent hazardous
overloads due to deceleration, acceleration or shock forces. Angle of lift with rope or chain should
never be less than 45 degrees from the horizontal.

Storage Do not unpack until ready for use. If the motor is not put into service immediately, the motor must be

stored in a clean, dry and warm location. Several precautionary steps must be performed to avoid motor
damage during storage.

Caution: Sleeve bearing motors are shipped without oil. To avoid motor damage, do not rotate the shaft

until you have filled the oil reservoirs to the proper level with recommended lubricant.

1. The motor should be inspected periodically and the insulation resistance checked and recorded
monthly (see Checking Insulation Resistance in section 3). If there is a significant change in
insulation resistance, it should be investigated and corrective action should be taken. Consult your
local Baldor District office for additional data.

2. Do not lubricate bearings during storage. G−Series TEFC anti−friction bearing motors are shipped
with the proper amount of grease in each bearing.

3. At 30 day intervals, remove only enough packing to expose the shaft and remove the shaft shipping
brace, rotate the shaft (by hand) 10 to 15 revolutions. This distributes the grease, preventing bearing
corrosion due to condensation, or to the presence of contaminating gases near the motor. After
rotating the shaft replace protective packing and shaft shipping brace.

4. If the storage location is cold, damp or humid, the motor windings must be protected from moisture.
This can be done by applying power to the motors’ space heater (if available) while the motor is in
storage.

5. If the motor is stored and directly exposed to weather conditions, it is important that the bearing
grease be inspected for the presence of water at the grease drain. If the grease is contaminated with
water, the motor must be disassembled, grease removed from the bearing(s) and housing(s) and
bearing(s) inspected for corrosion. If corrosion is present, the bearing(s) must be replaced. If there is
no corrosion, repack the bearing(s) / housing(s) with grease as instructed on page 13.

6. G−Series motors with oil lubricated sleeve bearings are tested using an oil containing a rust inhibitor.
This additive protects the bearings and associated structural parts from rust and corrosion. Prior to
shipment the oil is drained. A thin film of oil remains on the vital parts providing short term temporary
rust protection.

As soon as the motor has been received, the bearing oil reservoir should be filled to the required oil
level and with the proper oil lubrication. (See Bearing Lubrication for proper type).

Unpacking Each Baldor motor is packaged for ease of handling and to prevent entry of contaminants.

1. To avoid condensation inside the motor, do not unpack until the motor has reached room
temperature. (Room temperature is the temperature of the room in which it will be installed).
The packing provides insulation from temperature changes during transportation.

2. When the motor has reached room temperature, carefully remove the motor from packaging.
Lifting provisions are provided as eyebolts or cast lifting lugs located on top of the motor.
Place a lifting hook in each of the lifting means provided and carefully lift the motor from its packing.
Use a hoist with adequate capacity.

Section 2
Installation & Operation

Installation & Operation 2-1MN409

Overview Before installing the motor, be sure you read Section 1 and become familiar with the Warnings and

Cautions to prevent damage to the motor and prevent injury to personnel. This is extremely important for
a good installation and to ensure trouble free operation.

Installation should conform to the National Electrical Code as well as local codes and practices. When
other devices are coupled to the motor shaft, be sure to install protective devices to prevent future
accidents. Some protective devices include, coupling, belt guard, chain guard, shaft covers etc. These
protect against accidental contact with moving parts. Machinery that is accessible to personnel should
provide further protection in the form of guard rails, screening, warning signs etc.

1. If the motor has been in storage for an extended period or had been subjected to adverse moisture
conditions, check the insulation resistance of the stator winding (see Checking Insulation Resistance
in section 3).

2. Examine the motor nameplate data to make sure it agrees with the power circuit to which it will be
connected. The motor is guaranteed to operate successfully at line frequency not more than 5%, and
line voltage not more than 10%, above or below the nameplate ratings, or a combined variation of
voltage and frequency of not more than 10% above or below nameplate ratings. Efficiency, power
factor and current may vary from nameplate data.

3. Check to make sure that direction of motor rotation is corrected for the intended application.

Location It is important that motors be installed in locations that are compatible with motor enclosure and ambient

conditions. Improper selection of the motor enclosure and ambient conditions can lead to reduced
operating life of the motor. The motor must be located in an environment that satisfies local codes and
National Board of Fire and Underwriter’s regulations.

The following additional considerations should also govern its location.
On Totally Enclosed Fan Cooled (TEFC) motors the installation should be in a location that provides

adequate space for air circulation of the external cooling fan. Exposure to high ambient temperatures,
humidity and atmospheric contamination should be avoided. Acids, alkalis and gases also have
detrimental effects on electrical machinery. The location of installation should be accessible for routine
maintenance and inspection.

If the room is not large enough to have natural ventilation, some external source of forced and filtered air
will be necessary. The room should be such that the heat developed during operation can escape and will
not be recirculated over the equipment.

Permanent handling equipment to facilitate major service and repair without complete disassembly of the
individual units should be considered.

If the motor must be moved or additional handling or shipment of motor be required, be certain to block
the shaft as it was blocked for shipment by the factory. Blocking the shaft, limits the rotor movement both
axially and radially which prevents damage to the bearings.

Foundation The dimensions for mounting are shown on the outline drawing supplied with the motor software and

should be referred to prior to planning of the foundation.
The foundation should consist preferably of solid concrete walls or piers and should be carried down far

enough to rest on a solid sub−base. This base should be sufficient stiffness to prevent vibration and to
insure long, trouble free operation. If necessary, a consulting engineer, who is familiar with foundation
design, should design and supervise its construction.

If the foundation is to be steel girders instead of concrete, the girders should be well braced and
supported by adequate columns to prevent vibration due to resonance. The natural frequencies of the
motor and supporting structure must be at least 20% away from the speed of rotation and twice the speed
of rotation and multiples of the power line frequency.

The size of the foundation is determined by the weight, size and speed of the equipment and by the type
and condition of the underlying soil. The width and length of the foundation are usually made to extend at
least 6 inches (150mm) beyond the equipment on all sides of the base. Increased width and weight are
necessary for operation at higher speeds and for foundations that project above the floor level to give
stability against rocking and resonant vibration.

Large motors are not rigid or self−supporting, and should be uniformly supported. Therefore, when set on
the foundation or base, adequate support should be provided by leveling plates and shims between the
frame and the foundation, at points of loading; Le., under the frame feet, and intersection points of the
beams as well as under long, unsupported sections of the base. The number of shims should be kept to a
minimum. A few thick ones are preferred over many thin ones.

Space should be allowed between the base and foundation for grouting. The concrete surface should be
roughed to provide a good bonding surface.

2-2 Installation & Operation MN409

Pre−Installation Checks The assurance of successful start−up depends upon the use of good handling, inspection,

and installation practices.

Caution: Sleeve bearing motors are shipped without oil. To avoid motor damage, do not rotate the shaft

until you have filled the oil reservoirs to the proper level with recommended lubricant.

Sleeve bearing motors are shipped without oil. Fill the oil reservoirs to the proper level before rotating the
shaft. Failure to observe this precaution could result in damage to or destruction of the equipment.

Before shipment, every motor is given a running test to check operation. Although complete factory tests
have been made, motors should be checked for any change resulting from improper handling during
shipment, storage, installation or by an unsatisfactory foundation. Failure to check or do the necessary
work as mentioned above, could cause misalignment resulting in vibration and premature bearing failure.

Before the motor is checked for alignment, remove all shipping blocks and supports installed at the
factory. The shaft should turn over freely. The degree of accuracy required in the alignment depends on
the rated speed of the machine. The greater the speed, the greater the care and accuracy necessary in
the alignment.

The motor must be level to maintain the proper oil level. Check the driven equipment to make sure that
the motor will be coupled to a level shaft. If necessary, level it up before coupling.

Grouting A good quality commercial non−shrinking type of grouting compound should be used between foundation

concrete and all sole poles.

Doweling & Bolting After proper alignment is verified, dowel pins should be inserted through the motor feet into the

foundation. This will maintain the correct motor position should motor removal be required. (Baldor motors
are designed for doweling.)

1. Drill dowel holes in diagonally opposite motor feet in the locations provided.

2. Drill corresponding holes in the foundation.

3. Ream all holes.

4. Install proper fitting dowels.

5. Mounting bolts must be carefully tightened to prevent changes in alignment. Use a flat washer and
lock washer under each nut or bolt head to hold the motor feet secure. Flanged nuts or bolts may be
used as an alternative to washers.

Coupling

Caution: Do not use the coupling to compensate for poor alignment. This can result in vibration, noise,

coupling wear, overloaded bearings and early failure.

1. In preparation for making the coupling alignment, wash off the rust−protective compound on the
motor shaft and factory−installed couplings with solvent.

2. Fill oil sumps with the recommended oil to the proper level before mounting the coupling.

3. The couplings should be heated for proper mounting. Do not press or drive couplings onto the shaft.

Coupling Alignment

There are a number of different procedures in alignment of the motor to the driven equipment. The end
result depends upon the accuracy of the parts in roundness, flatness, runout of the reference surfaces,
rigidity of the mounting and the skill of the set−up−person. The motor base surfaces must be flat and
parallel to the shafts. Make allowance for inserting shims under the motor to make the elevation
adjustment. The size of the shims’ should be the full length of the motor foot pad, they should be flat, and
free of any burrs. Insert the shims carefully to maintain the foot plane and to avoid bending or twisting the
motor frame. For a poor mounting surface, it may be necessary to machine a shim to compensate for the
slope or surface irregularity. To minimize soft stacking and sponginess associated with excessive layers,
use the thickest shim stock combination with the fewest shims.

Refer to accepted procedures for coupling alignment such as double−dial indicator or laser alignment.
Coupling alignment shall be within the following limits:

S MAXIMUM PERMISSIBLE ANGULAR MISALIGNMENT = .001 inch per inch of coupling hub diameter.
S MAXIMUM PERMISSIBLE PARALLEL MISALIGNMENT = .002 inch TIR (Total Indicated Runout).

Installation & Operation 2-3MN409

Lubrication The lubrication system should be checked in preparation for rotating the shaft during the alignment

operation.

Anti−Friction Bearings (Grease Lubricated)

Bearing chambers are packed with grease during assembly, and do not normally need additional grease
at time of installation, unless the unit has been in storage and installation for 6 months or longer.
Lubricant must be added per Section 4, Maintenance.

Sleeve Bearing (Oil Lubricated)

If the motor has been in storage for six months or more, the bearing oil must be changed per Section 4 for
Standard Conditions.

Sleeve bearing motors are shipped from factory without oil. Fill oil sumps to proper level before rotating
the shaft. Failure to observe this precaution could result in damage to or destruction of the equipment.

To fill sleeve−bearing motor oil reservoirs on motors not equipped with constant level oilers, be sure that
the drain plugs are in place and secure. Fill through filler cap until oil level shows in the oil gauge. Fill oil
to midway point of the gauge. For motors with constant level oilers, refer to the instructions under the
Accessories section.

On motors equipped with circulating oil lube system and adjustable needle valve, valve must be adjusted
or flooding of oil sump may occur. Disconnect valve and adjust to flow rate, pressure, and temperature as
defined on dimension sheet or nameplate. If dimension sheet is not available contact your Baldor District
Sales Office.

Electrical Connection

WARNING: Be sure the system is properly grounded before applying power. Do not apply AC power

before you ensure that all grounding instructions have been followed. Electrical shock can
cause serious or fatal injury. National Electrical Code and Local codes must be carefully
followed.

A main terminal box may be provided for power lines to the stator. Other terminal boxes for all other
electrical connections may be provided. Motor and control wiring, overload protection, disconnects,
accessories and grounding should conform to the National Electrical Code and local codes and practices.

AC Power Connect the motor leads as shown on the connection diagram located on the name plate or inside the

cover on the conduit box. Be sure the following guidelines are met:

1. AC power is within ±10% of rated voltage with rated frequency. (See motor name plate for ratings).

OR

2. AC power is within ±5% of rated frequency with rated voltage.

OR

3. A combined variation in voltage and frequency of ±10% (sum of absolute values) of rated values,
provided the frequency variation does not exceed ±5% of rated frequency.

Grounding Failure to properly ground the motor may cause electrical shock hazard to personnel.

All large motors should be grounded with the grounding conductor equipped with a brazed copper
terminal, or with a suitable solderless terminal fastened to the motor. Soldered terminals should not be
used. A washer should be used between bolt head and terminal lug. The other end should be fastened
with suitable clamps or terminals to rigid metallic conduit or to the nearest available ground. Grounding
conductor size should be in accordance with the following National Electrical Code Table 250−95.
Installation restrictions are listed in Section 250−92.