OverviewThis 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.
Before you install, operate or perform maintenance, become familiar with the following:
SNEMA Publication MG 2, Safety Standard for Construction and guide
for Selection, Installation and Use of Electric Motors and Generators.
SThe National Electrical Code
SLocal codes and Practices
Limited Warranty
www.baldor.com/support/warranty_standard.asp
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.
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: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:Be sure the system is properly grounded before applying power. Do not apply 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:Surface temperatures of motor enclosures may reach temperatures which can cause discomfort
or injury to personnel accidentally coming into contact with hot surfaces. When installing,
protection should be provided by the user to protect against accidental contact with hot surfaces.
Failure to observe this precaution could result in bodily injury.
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 provide 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:UL listed motors must only be serviced by authorized Baldor Service Centers if these motors are
to be returned to a flammable and/or explosive atmosphere.
General Information 1-1MN605
Safety Notice Continued
WARNING:Pacemaker danger − Magnetic and electromagnetic fields in the vicinity of current carrying
carrying conductors and permanent magnet motors can result result in a serious health hazard to
persons with cardiac pacemakers, metal implants, and hearing aids. To avoid risk, stay way from
the area surrounding a permanent magnet motor.
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:Use only UL/CSA listed explosion proof motors in the presence of flammable or combustible
vapors or dust.
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:Guards must be installed for rotating parts such as couplings, pulleys, external fans, and unused
shaft extensions, should be permanently guarded to prevent accidental contact by personnel.
Accidental contact with body parts or clothing can cause serious or fatal injury.
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 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:Do not over tension belts. Excess tension may damage the motor or driven equipment.
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 MG 1 and MG 2 standards to avoid equipment damage.
Caution:Series wound motors must never be allowed to run with no load (broken belt etc.)
An unloaded motor may reach destructive high speeds.
Caution:Do not use Silicone grease or Sealing Compounds (RTV) on or in the vicinity of the motor or its air
supply. Silicone vapor inside the motor will result in extremely rapid brush wear.
Caution:Motors designed for forced ventilation must have cooling air when fields are excited at rated
voltage. Installations having the air supply interrupted when the motor is not operating must have
field disconnected or field voltage reduced to 67% rated by means of field economizing resistor
and relay or motor insulation life will be significantly reduced.
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
Lifting Magnet Generators
Each BaldorSReliance 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.
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.
Treat Baldor lifting magnet generators like motors during installation or maintenance.
Generally, they have standard compound self-excited fields. Standard magnetism is for counter-clockwise
rotation (facing the drive end of the motor). To reverse (operate clockwise), refer to the connection
diagrams in Section 4 of this manual.
1-2 General InformationMN605
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.
Handling
Storage
Preparation for Storage
The motor should be lifted using the lifting lugs or eye bolts provided.
1. Use the lugs or eye bolts provided to lift the motor. Never attempt to lift the motor and additional
equipment connected to the motor by this method. The lugs or eye bolts provided are designed to lift
only the motor. Never lift the motor by the motor shaft or the hood of a WPII motor. 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. Excessive lifting angles can cause motor damage.
2. 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.
3. When lifting a WPII (Weather Proof Type 2) motor, do not lift the motor by inserting lifting lugs into
holes on top of the cooling hood. These lugs are to be used for hood removal only.
A spreader bar should be used to lift the motor by the cast lifting lugs located on the motor frame.
4. If the motor must be mounted to a plate with the driven equipment such as pump, compressor etc.,
it may not be possible to lift the motor alone. For this case, the assembly should be lifted by a sling
around the mounting base. The entire assembly can be lifted as an assembly for installation.
Do not lift the assembly using the motor lugs or eye bolts provided. Lugs or eye bolts are designed to
lift motor only. If the load is unbalanced (as with couplings or additional attachments) additional slings
or other means must be used to prevent tipping. In any event, the load must be secure before lifting.
Storage requirements for motors and generators that will not be placed in service for at least six months
from date of shipment. 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.
Improper motor storage will result in seriously reduced reliability and failure. An electric motor that does
not experience regular usage while being exposed to normally humid atmospheric conditions is likely to
develop rust or rust particles on surrounding surfaces to contaminate the bearings. The electrical
insulation may absorb an excessive amount of moisture leading to the motor winding failure.
A wooden crate “shell” should be constructed to secure the motor during storage. This is similar to an
export box but the sides & top must be secured to the wooden base with lag bolts (not nailed as export
boxes are) to allow opening and reclosing many times without damage to the “shell”.
1. Some motors have a shipping brace attached to the shaft to prevent damage during transportation.
The shipping brace, if provided, must be removed and stored for future use. The brace must be
reinstalled to hold the shaft firmly in place against the bearing before the motor is moved.
2. Store in the original containers in a clean, dry, protected warehouse where these controlled:
a. Shock or vibration must not exceed 2 mils maximum at 60 hertz, to prevent the bearings from
brinelling. If shock or vibration exceeds this limit vibration isolation pads must be used.
b. Storage temperatures of 10°C (50°F) to 49°C (120°F) must be maintained.
c. Relative humidity must not exceed 60%.
d. Motor space heaters (optional) are to be connected and energized whenever there is a possibility
that the storage ambient conditions will reach the dew point. Space heaters are optional.
Note: Remove motor from containers when heaters are energized, reprotect if necessary.
3. Measure and record the resistance of the winding insulation every 30 days of storage.
a. If motor insulation resistance decreases to less than 5 Meg ohms, contact your Baldor District
office.
b. Place new desiccant inside the vapor bag and re−seal by taping it closed.
c. If a zipper−closing type bag is used instead of the heat−sealed type bag, zip the bag closed
instead of taping it. Be sure to place new desiccant inside bag after each monthly inspection.
d. Place the shell over the motor and secure with lag bolts.
4. Where motors are mounted to machinery, the mounting must be such that the drains and breathers
are fully operable and are at the lowest point of the motor. Vertical motors must be stored in the
vertical position. Storage environment must be maintained as stated in step 2.
General Information 1-3MN605
5. Motors with anti−friction bearings are to be greased at the time of going into extended storage with
periodic service as follows:
a. Motors marked “Do Not Lubricate” on the nameplate do not need to be greased before or during
storage.
b. Ball and roller bearing (anti−friction) motor shafts are to be rotated manually every 3 months and
greased every 6 months in accordance with the Maintenance section of this manual.
c. Sleeve bearing (oil lube) motors are drained of oil prior to shipment. The oil reservoirs must be
refilled to the indicated level with the specified lubricant, (see Maintenance). The shaft should be
rotated monthly by hand at least 10 to 15 revolutions to distribute oil to bearing surfaces.
d. “Provisions for oil mist lubrication” – These motors are packed with grease.
Storage procedures are the same as paragraph 5b.
e. “Oil Mist Lubricated” – These bearings are protected for temporary storage by a corrosion
inhibitor. If stored for greater than 3 months or outdoor storage is anticipated, connected to the oil
mist system while in storage. If this is not possible, add the amount of grease indicated under
“Standard Condition” in Section 3, then rotate the shaft 15 times by hand.
6. All breather drains are to be fully operable while in storage (drain plugs removed). The motors must
be stored so that the drain is at the lowest point. All breathers and automatic “T” drains must be
operable to allow breathing and draining at points other than through the bearings around the shaft.
Vertical motors should be stored in a safe stable vertical position.
7. Coat all external machined surfaces with a rust preventing material.
An acceptable product for this purpose is Exxon Rust Ban # 392.
8. Carbon brushes should be lifted and held in place in the holders, above the commutator, by the brush
holder fingers. The commutator should be wrapped with a suitable material such as cardboard paper
as a mechanical protection against damage.
Non−Regreaseable Motors
Non−regreasable motors with “Do Not Lubricate” on the nameplate should have the motor shaft rotated
15 times to redistribute the grease within the bearing every 3 months or more often.
All Other Motor Types
Before storage, the following procedure must be performed.
1. Remove the grease drain plug, if supplied, (opposite the grease fitting) on the bottom of each bracket
prior to lubricating the motor.
2. The motor with regreasable bearing must be greased as instructed in Section 3 of this manual.
3. Replace the grease drain plug after greasing.
4. The motor shaft must be rotated a minimum of 15 times after greasing.
5. Motor Shafts are to be rotated at least 15 revolutions manually every 3 months and additional grease
added every nine months (see Section 3) to each bearing.
6. Bearings are to be greased at the time of removal from storage.
Removal From Storage
1. Remove all packing material.
2. Measure and record the electrical resistance of the winding insulation resistance meter at the time of
removal from storage. The insulation resistance must not be less than 50% from the initial reading
recorded when the motor was placed into storage. A decrease in resistance indicates moisture in the
windings and necessitates electrical or mechanical drying before the motor can be placed into
service. If resistance is low, contact your Baldor District office.
3. Regrease the bearings as instructed in Section 3 of this manual.
4. Reinstall the original shipping brace if motor is to be moved. This will hold the shaft firmly against the
bearing and prevent damage during movement.
1-4 General InformationMN605
Section 2
Installation & Operation
OverviewInstallation 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.
Caution:Do not use Silicone grease or Sealing Compounds (RTV) on or in the vicinity of the motor or its air
supply. Silicone vapor inside the motor will result in extremely rapid brush wear.
LocationThe motor should be installed in an area that is protected from direct sunlight, corrosives, harmful gases
or liquids, dust, metallic particles, and vibration. Exposure to these can reduce the operating life and
degrade performance. Be sure to allow clearance for ventilation and access for cleaning, repair, service
and inspections. Ventilation is extremely important. Be sure the area for ventilation is not obstructed.
Obstructions will limit the free passage of air. Motors get warm and the heat must be dissipated to
prevent damage.
These motors are not designed for atmospheric conditions that require explosion proof operation.
They must NOT
TEFC motors can be used for indoor or outdoor standard service. They cannot be used outdoors where
they would be exposed to freezing rain. Standard TEFC motors are not designed for atmospheric
conditions requiring explosion-proof operation, such as flammable or combustible vapors or dust.
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 (gears, pumps, compressors, or other
driven equipment) from the motor shaft before lifting the motor.
MountingThe motor must be securely installed to a rigid foundation or mounting surface to minimize vibration and
maintain alignment between the motor and shaft load. Failure to provide a proper mounting surface may
cause vibration, misalignment and bearing damage.
Foundation caps and sole plates are designed to act as spacers for the equipment they support. If these
devices are used, be sure that they are evenly supported by the foundation or mounting surface.
After installation is complete and accurate alignment of the motor and load is accomplished, the base
should be grouted to the foundation to maintain this alignment.
The standard motor base is designed for horizontal or vertical mounting. Adjustable or sliding rails are
designed for horizontal mounting only. Consult your Baldor distributor or authorized Baldor Service
Center for further information.
AlignmentAccurate alignment of the motor with the driven equipment is extremely important.
1. Direct Coupling
For direct drive, use flexible couplings if possible. Consult the drive or equipment manufacturer for
more information. Mechanical vibration and roughness during operation may indicate poor alignment.
Use dial indicators to check alignment. The space between coupling hubs should be maintained as
recommended by the coupling manufacturer.
2. End-Play Adjustment
The axial position of the motor frame with respect to its load is also extremely important. The motor
bearings are not designed for excessive external axial thrust loads. Improper adjustment will cause
failure.
3. Pulley Ratio
The pulley ratio should not exceed 8:1. Consult your Baldor distributor or authorized Baldor Service
Center for further information.
Caution:Do not over tension belts. Excess tension may damage the motor or driven equipment.
4. Belt Drive
Refer to NEMA MG 1 section 14.07 or Baldor application section for the application of pulleys,
sheaves, sprockets, and gears. Align sheaves carefully to minimize belt wear and axial bearing loads
(see End-Play Adjustment). Belt tension should be sufficient to prevent belt slippage at rated speed
and load. However, belt slippage may occur during starting. Do not over-tension belts.
Caution:Series wound motors must never be allowed to run with no load (broken belt etc.)
An unloaded motor may reach destructive high speeds.
be used in the presence of flammable or combustible vapors or dust.
Installation & Operation 2-1MN605
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