Edition
02/2020
Installation, Operating & Maintenance Instructions
Induction
Motors/Generators
Horizontal
500, 580, 680, 800, SH630, and SH710 Frames
ODP, WPI & WPII Enclosures
Types CG, NCG, CGI, CGII, NCGII, 1RA, 1RP, 1SP
Dear Valued Customer,
Thank you for purchasing a Siemens motor. We value your choice and that’s why this product is developed
with world class quality backed by over a century of industry leading innovation and reliable application
experience.
We understand that electric motors play an important role in the way people live and experience life every
day throughout the world. With this thought in mind, it is important to treat this driving machine in an
appropriate way to help increase the best experience during storage, installation and operation.
Our team put a lot of effort into this manual to ensure that all of the information provided will help with your
application. As a result, we hope that you will carefully read this manual before proceeding with the motor
installation, operation or maintenance. This recommendation is based on the desire to see your motor
operational experience reach the highest levels of safety and reliability. If you have questions about the
information in this manual, we encourage you to reach out to your local Siemens representative for further
assistance. For the best motor experience, we highly recommend that a copy of this manual stay close to the
motor at all times so it can be referenced whenever necessary.
Again, we appreciate your choice to own a Siemens motor and value the opportunity to serve your application
needs. Thank you from all of us at Siemens!
ANIM-03520-0814 A5E39389476A REV AD
(Supersedes all previous issues of ANIM-03520)
©2020 Siemens Industry, Inc. All rights reserved.
Edition 02/2020
Introduction
Safety Information
Description
Preparation
Installation
Operation
Maintenance
Storage
Disposal
Spare Parts
Motor Service Record
Vibration Analysis Sheet
Notes
Induction
Motors/Generators
Horizontal
500, 580, 680, 800, SH630, and SH710 Frames
ODP, WPI, & WPII Enclosures
Types CG, NCG, CGI, CGII, NCGII, 1RA, 1RP, 1SP
Installation, Operating &
Maintenance Instructions
ANIM-03520-0814 A5E39389476A REV AD
(Supersedes all previous issues of ANIM-03520)
©2020 Siemens Industry, Inc. All rights reserved.
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Note - These instructions do not purport to cover all details or variations in equipment, nor to
provide for every possible contingency to be met in connection with installation, operation or
maintenance. Should further information be desired, or should particular problems arise
which are not covered sufficiently for the user’s purposes, the matter should be referred to:
1. Your local Siemens Sales Office.
--Or--
2. Siemens Technical Support Communication Center :
Inside the U.S.: 1-800-333-7421
Outside the U.S.: +1-423-262-5710
Online: www.industry.usa.siemens.com/industry and click on Industry Services
The contents of this instruction manual shall not become part of or modify any prior or existing
agreement, commitment or relationship. The sales contract contains the entire obligation of
Siemens. The warranty contained in the contract between the parties is the sole warranty of
Siemens. Any statements contained herein do not create new warranties or modify the
existing warranty.
Siemens machines are built in accordance with the latest applicable revision of the National
Electric Code, Underwriters Laboratories Standards and Procedures, and NEMA (National
Electrical Manufacturers Association) Standards. These publications and this instruction
manual should be thoroughly read and understood prior to beginning any work on this
equipment.
The information contained within is intended to assist operating personnel by providing
information on the general characteristics of the purchased equipment. It does not relieve the
user of the responsibility of using accepted engineering practices in the installation, operation
and maintenance of this equipment.
Should a conflict arise between the general information in this manual and the contents of the
drawings and supplementary material, the latter shall take precedence.
The illustrations in this manual show typical machines. Special features may deviate from
those pictured.
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Table of Contents
1 Introduction ................................................................................................ 8
1.1 About these instructions ........................................................................ 8
1.2 Warranty ................................................................................................ 8
1.3 Checking Delivery .................................................................................. 8
2 Safety Information ........................................................................................ 9
2.1 Qualified Person ..................................................................................... 9
2.2 Safety Notices ........................................................................................ 9
2.3 General Information ............................................................................ 10
2.4 Hazardous Areas .................................................................................. 11
2.5 Protection Equipment .......................................................................... 11
2.6 Checking the Load Handling Attachments .......................................... 12
2.7 Lifting and Transportation ................................................................... 12
3 Description .................................................................................................. 13
3.1 Frame Sizes and Dimensions ............................................................... 13
3.2 Type Designations and Cooling Method .............................................. 13
3.3 Ventilation Description ........................................................................ 13
3.4 Applicable Industry Standards ............................................................. 15
4 Receiving
.................................................................................................. 16
4.1 General Information ............................................................................ 16
4.2 Transport Markings .............................................................................. 16
4.3 Bearing Recommendations .................................................................. 17
4.4 Handling Recommendations ................................................................ 18
5 Installation .................................................................................................. 19
5.1 Location ............................................................................................... 19
5.2 Foundation ........................................................................................... 19
5.3 Preparation for Service ........................................................................ 20
5.4 Mounting ............................................................................................. 21
5.5 Selecting Mounting Bolts ..................................................................... 22
5.6 Tightening Torques and Securing Bolt Connections ............................ 23
5.7 Coupling of Sleeve Bearing Motors ...................................................... 24
5.8 Alignment ............................................................................................ 25
5.9 Hot Alignment...................................................................................... 28
5.10 Vibration .............................................................................................. 29
5.11 Doweling ............................................................................................. 29
5.12 Force Feed Lubrication ........................................................................ 30
5.13 External Wiring .................................................................................... 30
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5.14 Direction of Rotation ........................................................................... 33
5.15 Intrinsically Safe ................................................................................. 34
5.16 Typical Motor Control Settings ............................................................ 35
6 Operation .................................................................................................. 36
6.1 Initial Start and Commissioning ........................................................... 36
6.2 Normal Operation ................................................................................ 39
6.3 Voltage/Frequency Variation ............................................................... 40
6.4 Troubleshooting ................................................................................... 41
7 Maintenance .............................................................................................. 44
7.1 Preventative Maintenance ................................................................... 44
7.2 Inspection ............................................................................................ 46
7.3 Corrective Maintenance ....................................................................... 50
7.4 Cleaning - Rotor ................................................................................... 50
7.5 Cleaning - Stator .................................................................................. 50
7.6 Cleaning – Bearing and Housing .......................................................... 51
7.7 Testing – Insulation Resistance and Polarization Index ....................... 51
7.8 Drying Stator Insulation ....................................................................... 54
7.9 Bearing – General Maintenance .......................................................... 56
7.10 Bearing – Lubrication........................................................................... 60
7.11 Bearing - Replacement ......................................................................... 63
7.12 Paint Maintenance ............................................................................... 69
7.13 Anti-condensation Space Heater Replacement ................................... 69
8 Storage
.................................................................................................. 72
8.1 General Information ............................................................................ 72
8.2 Long-Term Storage .............................................................................. 73
8.3 Preparation for Storage ....................................................................... 75
8.4 Storage Maintenance ........................................................................... 76
8.5 Preparation for Service ........................................................................ 78
9 Disposal
.................................................................................................. 79
9.1 RoHS – Restricting the use of certain Hazardous Substances .............. 79
9.2 Dismantling the Machine ..................................................................... 79
9.3 Disposal of Material ............................................................................. 80
10 Spare Parts .............................................................................................. 81
11 Motor Service Record ................................................................................ 93
12 Vibration Analysis Sheet ........................................................................... 94
13 Notes
.................................................................................................. 95
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1 Introduction
1
Siemens electrical motors and generators are designed for driving rotating
equipment in industrial environments and for energy conversion. These
machines are characterized by a high level of safety, long lifetime and overall
reliability backed by over a century of industry leading quality and
innovation.
Please review this document to ensure the optimal motor operational
experience. It is important to understand each unique motor and how it was
designed to meet the given application.
1.1 About these instructions
These instructions describe the machine and explain how to handle it, from
initial delivery to final disposal of the equipment. These instructions apply to
both induction motors and generators, however for clarity reasons, the
manual will refer the machine as a “motor” or “machine”.
Read these operating instructions before you handle the machine and follow
the instructions to become familiar with its design and operating principles
and thus ensure safe, problem-free machine operation and long service life.
Please contact the Service Center if you have any suggestions on how to
improve this document.
1.2 Warranty
These instructions present general recommendations for installation,
operation and maintenance of induction motors built at Siemens Norwood.
If additional information is required, please contact Siemens.
Review your sales contract for warranty coverage. Documentation of
storage, maintenance, power quality, alignment and re-greasing
(lubrication) may be required for certain warranty considerations.
1.3 Checking Delivery
The components are assembled on an individual basis. Upon receipt of the
delivery, please check whether the scope of the delivery matches the
accompanying documents.
Immediately report all apparent:
- Transport damage to the delivery agent.
- Defects/missing components to your contract partner.
These operating instructions are part of the scope of delivery; keep them in
a location where they can be easily accessed.
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2 Safety Information
2
This equipment contains hazardous voltages. Death, serious personal injury
or property damage can result if the safety instructions are not followed.
The successful and safe operation of motors and generators is dependent
upon proper handling, installation, operation and maintenance. Failure to
follow certain fundamental installation and maintenance requirements may
lead to personal injury and the failure and loss of the motor as well as
damage to other property.
Only qualified personnel should work on or around this equipment after
becoming thoroughly familiar with all warnings, safety notices and
maintenance procedures contained herein. Only qualified personnel should
be involved in the inspection, installation, maintenance and repair
procedures while ensuring all plant safety procedures are observed.
2.1 Qualified Person
For the purpose of this manual and product labels, a Qualified Person is one
who is familiar with the installation, construction and operation of the
equipment, and the hazards involved. In addition, he or she has the
following qualifications:
1. Is trained and authorized to energize, de-energize, clear, ground and
tag circuits and equipment in accordance with established safety
practices.
2. Is trained in the proper care and use of protective equipment, such as
rubber gloves, hard hat, safety glasses, face shields, flash clothing, etc.,
in accordance with established safety practices.
3. Is trained in rendering first aid.
2.2 Safety Notices
Danger: For the purpose of this manual and product labels, Danger
indicates an imminently hazardous situation which, if not avoided, will result
in death or serious injury.
Warning: For the purpose of this manual and product labels, Warning
indicates a potentially hazardous situation which, if not avoided, may result
in minor or moderate injury.
Caution: For the purpose of this manual and product labels, Caution
indicates a potentially hazardous situation which, if not avoided, may result
in minor or moderate injury. It is also used to alert against unsafe practices.
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2.3 General Information
Motors and generators should be installed and grounded per all local and
national codes and regulation.
Do not operate this equipment in excess of the values given on nameplate
or contrary to the instructions contained in this manual. The equipment (or
a prototype) has been factory tested and found satisfactory for the condition
for which it was sold. Operating in excess of these conditions can cause
stresses and strains beyond design limitations. Failure to heed this warning
may result in equipment damage and possible personal injury.
DANGER
Hazardous voltage.
Will cause death, serious injury, electrocution or
property damage.
Disconnect all power before working on this
equipment.
CAUTION
Noise emissions.
During operation, the machine's noise emission levels can exceed those
permitted at the workplace, which can cause hearing damage.
Take steps to reduce noise, such as introducing covers and protective
insulation or adopting hearing protection measures, so that the
machine can be operated safely within your system.
NOTE
Supply system switching.
Damage to the machine may be caused when switching to another
supply system with different phasing.
The phasing must be synchronized during switching. Use appropriate
means to synchronize the phasing.
NOTE
System resonances.
Excessive vibrations and system resonances can damage the machine set.
Configure and match the system consisting of the foundation and
machine set in such a way that no system resonances can arise and result
in the permissible vibration levels being exceeded.
The vibration limit values according to applicable industry standards as
shown on the motor control settings must not be exceeded.
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2.4 Hazardous Areas
Electrical systems in hazardous areas must be assembled, installed, and
operated by the applicable responsible persons in accordance with the
applicable rules and regulations
For products designed to be used in a classified hazardous area, Siemens
indicates the intended hazardous area types both on permanently mounted
nameplates and on the product's data sheet. Before installing this product
in a classified hazardous area, refer to one of these sources to confirm that
it has been designed for the specific conditions of the area.
WARNING
Explosion or fire.
Can cause death, serious injury or property damage.
Do not modify or change any motor accessories, which are not suitable for
the hazardous area classification. If part replacements are accurate
duplicates of the original, then the hazardous area classification is
maintained. Consult the factory for replacement parts and possible repair
processes.
NOTE
If heated accessories (i.e. anti-condensation heaters or oil sump heaters)
are to be replaced or newly installed on equipment marked for service in
a hazardous area, ensure that the heater’s surface temperature will not
exceed the area's safe temperature limit
2.5 Protection Equipment
If pre-installed instruments such as temperature or vibration sensors are
provided, ensure that a circuit is in place to monitor these sensors and
activate alarm or trip conditions as appropriate.
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2.6 Checking the Load Handling Attachments
Inspect the load handling attachments such as the load stands, lifting eyes,
ring bolts and the lifting gear. Before lifting the machine:
- Inspect the load handling attachments on the machine for possible
damage. Replace any load handling attachments that are found to be
damaged.
- Ensure the load handling attachments are correctly secured.
- When lifting the machine, use only approved and undamaged lifting gear
of sufficient rated capacity (5x safety factor). Check prior to use.
WARNING
The machine can be dropped
If the load handling attachments and lifting gear are damaged or not correctly
secured, the machine may be dropped during lifting. This can result in death,
serious injury or material damage. Inspect the load handling attachments and
lifting gear before use.
2.7 Lifting and Transportation
- Persons driving cranes and fork-lift trucks must hold appropriate
licenses.
- If the motor is packed and depending on the weight, size and on-site
conditions, lift the crates and transport frames using a fork-lift truck or
a crane with slings. The crane or fork-lift truck must be suitable for the
load.
- When lifting the machine, use only approved and undamaged sling
guides and spreaders of sufficient rated capacity and appropriate type.
Check prior to use. The approximate weight of the machine is shown on
the outline drawing.
- Do not exceed the following maximum lifting acceleration and lifting
speed:
• Acceleration a ≤ 0.4 g (≈ 4 m/s2)
• Velocity v ≤ 20 m/min
- When lifting, always ensure the rotor is blocked and only use the load
handling attachments on the stator housing, such as load stands, eye
bolts or lifting eyes on the bearing shield.
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3 Description
3
3.1 Frame Sizes and Dimensions
For motors built in the frame sizes covered by this manual, the letter
dimensions have the same definitions as established by NEMA or IEC
Standards. Established dimensions for these frames may be found on
catalog sheets, certified dimension prints or motor outline drawings.
3.2 Type Designations and Cooling Method
The motor type designation consists of a basic letter or letters indicating the
motor enclosure type to which other letters may be added denoting
modifications. Refer to the following table.
Cooling
Method
Cooling
Description
NEMA
Enclosure
Enclosure
Description
Type
Designation
IC01
Air-Cooled,
SelfVentilated
ODP
Open Drip Proof
CG, NCG or
1RA
WPI
Weather Protected I
CGI, NCGI or
1RA
WPII
Weather Protected II
CGII, NCGII,
1RP or 1SP*
*The 1SP designation is a Weather Protected II enclosure suitable for
hazardous areas.
Siemens offers enclosure modifications for special applications. An
additional letter is appended to the end of the type designation, common
modifications are as follows:
P – Pipe ventilated motor
B – External blower cooled motor
3.3 Ventilation Description
Type CG, NCG - 500 Frame
Ventilating air enters through the louvered openings in bearing housings on
both ends of the motor. Non-metallic air baffles direct air to the rotor fans
and through the rotor core. The air is circulated around the stator coil ends,
into the air gap, and through the vent ducts in the rotor and stator cores. The
air is exhausted out of the motor through the louvered openings on both
sides of the motor. Refer to motor outline drawing for specific air intake and
exhaust locations.
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Type CG – 580, 680 & 800 Frames and
Type CGII, NCGII – 500, 580, 680, & 800 Frames
Ventilating air enters through both sides of the top enclosure. Non-metallic
air baffles direct air to the rotor fans and through the rotor core. The air is
circulated around the stator coil ends, into the air gap, and through the vent
ducts in the rotor and stator cores. The air is exhausted out of the motor
through the openings on both sides of the motor. Refer to motor outline
drawing for specific air intake and exhaust locations.
Type 1RA – 680, 800, SH630 & SH710
Type 1RP – 680, 800, SH630 & SH710
Type 1SP – 680, 800, SH630 & SH710
Ventilating air enters through both sides of the top enclosure. Non-metallic
air baffles direct air to the rotor fans and through the rotor core. The air is
circulated around the stator coil ends, into the air gap, and through the vent
ducts in the rotor and stator cores. The air is exhausted out of the top
enclosure through the openings on both ends of the motor. Refer to motor
outline drawing for specific air intake and exhaust locations.
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3.4 Applicable Industry Standards
The following standards are referred to for a portion or the entire finished
product. For date references, only the edition cited applies. For undated
references, the latest edition of the referenced document applies (including
any amendments).
Standard
Title
NEMA MG-1
Motors and Generators
IEEE 112
IEEE Standard Test Procedure for Polyphase Induction Motors and
Generators
IEEE 43
IEEE Recommended Practice for Testing Insulation Resistance of
Electric Machinery
IEEE 522
IEEE Guide for Testing Turn Insulation of Form-Wound Stator Coils
for Alternating-Current Electric Machines
NEMA 250-2008
Enclosures for Electrical Equipment (1000 Volts Maximum)
IEC 60034
Rotating Electrical Machines
CAN/CSA-C22.2 No. 0
General Requirements – Canadian Electrical Code, Part II
CAN/CSA-C22.2 No. 100-14
Motors and Generators
UL Std. No.1004-1 (Ed. 2)
Rotating Electrical Machines – Hazardous Locations
CAN/CSA-C22.2 No. 145
Electric Motors and Generators for Use in Hazardous (Classified)
Locations (Guidance Only)
CAN/CSA-C22.2 No. 213M1987
Non-Incendive Electrical Equipment for Use in Class I, Division 1
and 2 Hazardous (Classified) Locations
UL 1604 (Ed. 3)
Electrical Equipment for Use in Class I and II, Division 2; Class III
Hazardous Locations
UL 674 (Ed. 4)
Electrical Motors and Generators for Use in Division 1, Hazardous
(Classified) Locations (Guidance Only)
NFPA 70-12
US National Electric Code
UL 1836 (Issue N.5)
Outline of Investigation for Electric Motors and Generators for Use
in Class I, Division 2 and Class II, Division 2 Hazardous (Classified)
Locations (Guidance Only)
API 541 4th Edition
Introduction to API Standard 541-Form-Wound Squirrel Cage
Induction Motors – Larger than 500 Horsepower
API 541 5th Edition
Form-Wound Squirrel Cage Induction Motors – 500 Horsepower
and Larger
API 547 2nd Edition
General Purpose Form-Wound Squirrel Cage Induction Motors –
185 kW (250 HP) through 2240 kW (3000 HP)
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4 Receiving
4
4.1 General Information
Motors are shipped in first class condition. The machines have been inspected
and are skidded or boxed to prevent damage from ordinary handling during
shipment.
Inspect new motors for the shipping invoice. Make the examination before
removing the machine from cars or trucks. If damage or indication of rough
handling is evident, file a claim with the carrier at once, and notify your Siemens
sales representative.
Remove only the shipping invoice. Do not remove tags pertaining to lubrication,
operation and storage instructions. Read and follow all instructions to ensure
that no damage to the motor bearings (due to condensation) and motor
windings occurs during storage.
Use care in handling. Dropping the motor or otherwise imposing shock loads
can cause unseen and undetected damage to bearings. This damage such as
false brinelling of the races of anti-friction bearings can result in early bearing
failure.
If supplied, energize space heaters to help prevent condensation within the
motor enclosure.
NOTE
When product is received note product condition. If damage is noted,
document and photograph all damage. Immediately notify transportation
company, insurance company, and Siemens.
4.2 Transport Markings
The packing differs depending on the transport type and size. If not otherwise
contractually agreed, the packaging corresponds to the packing guidelines for
International Standards for Phytosanitary Measures (ISPM).
Note the symbols which appear on the packing. These have the following
meanings:
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4.3 Bearing Recommendations
Motors with sleeve bearings or oil lubricated antifriction bearings are shipped
WITHOUT OIL in the bearing reservoir. These bearings and journal surfaces are
protected during shipment by a temporary film of rust inhibiting oil or, when a
motor is supplied specifically with “provisions for oil mist lubrication” (oil supply
system furnished by the user), the motor is shipped from the factory with grease
in the bearings.
When Receiving a Motor with Sleeve Bearings:
1. Remove shaft blocking materials after the motor is moved into place.
2. Visually inspect the bearing condition through the sight glass and bearing
drain opening.
3. Check for moisture accumulation. Remove any traces of oxidation before
putting the motor into service.
4. Fill bearing reservoirs to normal level with a high-grade industrial lubricating
oil. See Maintenance Section of this instruction manual and the motor
outline drawing to determine the proper oil type and level.
5. The motor shaft should be manually rotated by hand at approximately 30
rpm for 15 seconds. Ensure the oil rings in each bearing rotate freely.
When Receiving a Motor with Grease Lubricated Anti-Friction Bearings:
Motors equipped with grease lubricated antifriction bearings are shipped with
the bearings already lubricated and ready for operation.
If the elapsed time from shipment to the time in which the unit is to be started
is in excess of thirty (30) days, re-grease the bearings per the lubrication plate
mounted on the motor.
When Receiving a Motor with Oil Mist Lubricated Anti-Friction Bearings:
1. Be sure that the motor is not stored outdoors.
2. Be sure that the oil mist lubrication is connected and operating before
starting the motor.
3. The oil mist lubrication should be in operation within two weeks after the
motor is shipped from the Siemens factory.
When Receiving a Motor with “Provisions for Oil Mist Lubrication”:
1. Leave the grease in the bearings if the motor is to be stored.
2. Before operating the motor with oil mist lubrication, disassemble the motor,
and clean the grease from bearings, end caps, and the bearing housing
cavities with a suitable solvent.
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4.4 Handling Recommendations
Lifting devices are provided for handling only. An experienced rigger should be
used to install motors.
To avoid damage, the use of spreader bars is recommended on other than single
point lifts. Lifting devices are provided to facilitate handling with shackles and
cables. Avoid pounding or bumping the shaft, coupling or bearing parts, as
shocks may damage bearings. Refer to motor outline for lifting point locations
NOTE WEIGHT BEFORE LIFTING. For reference a weight range is shown on the
table below, however, refer to the outline drawing for an actual approximate
weight.
Approximate Motor Weight Ranges (Pounds / Kilograms)
Frame Size
Minimum
Maximum
500
2,300 / 1,043
5,400 / 2,449
580
4,300 / 1,950
8,400 / 3,810
680
9,500 / 4,309
14,000 / 6,350
800
17,000 / 7,711
23,800 / 10,796
SH630
26,000 / 11,793
38,000 / 17,237
SH710
40,000 / 18,144
53,000 / 24,040
Apply tension gradually to cables. Do not jerk or attempt to move the unit
suddenly. Do not exceed the following maximum lifting acceleration and lifting
speed:
• Acceleration a ≤ 0.4 g (≈ 4 m/s2)
• Velocity v ≤ 20 m/min
WARNING
Heavy equipment.
Improper handling may cause death, serious injury or property damage.
Check lifting devices before lifting. Use proper slings, chains and spreaders.
NOTE
Always take account of the center of gravity when transporting or lifting the
motor. The motor’s center of gravity is indicated on the motor outline along
with other special lifting and handling instructions.
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5 Installation
5
5.1 Location
Select the location for the motor and driven equipment that will:
1. Be clean, dry, well ventilated, properly drained, and provide accessibility for
inspection, lubrication and maintenance. Outdoor installations may require
protection from the elements.
2. Provide adequate space for motor removal without shifting the driven unit.
3. Not exceed ambient temperature as shown on the motor nameplate.
4. Permit the motor to safely deliver adequate power. The temperature rise of
the standard motor is based on operation at an altitude not higher than
3,300 feet above sea level.
5. Avoid condensation of moisture in bearings and on windings. Motors should
not be stored or operated in areas subject to rapid temperature changes
unless motors are energized or protected with space heaters.
CAUTION
Damp Locations
Can cause motor damage if equipment is operating intermittently.
Use space heaters to prevent dampness. Grease machine fits when the unit
is reassembled to prevent corrosion.
5.2 Foundation
The foundation and motor mounting plate (adapter or soleplates) shall be
sufficiently stiff to ensure that the static deflection of the installed unit is less
than 0.002 inches [0.051 mm] under any foot relative to the simulated datum
plane formed by the four motor feet. Additionally, the foundation and motor
mounting plate (adapter or soleplates) system shall be free of excitable
structural system resonances within common motor forcing frequencies
(1xRPM, 1xLF, etc.).
Concrete (reinforced as required) makes the best foundation, particularly for
large motors and driven units. It may be located on soil, structural steel, or
building floors provided the total weight (motor, driven unit, foundation) does
not exceed the allowable bearing load of the support.
Allowable bearing loads of structural steel and floors can be obtained from
engineering handbooks. Building codes of local communities provide the
recommended allowable bearing loads for different types of soil. For rough
approximation, the foundation should be approximately 2-1/2 times the total
weight of the motor.
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Before pouring, locate foundation bolts by use of template frame and provide
secure anchorage (not rigid). It is recommended that a fabricated steel base be
used between motor feet and foundation. See certified drawings of motor,
base, and driven unit for exact location of foundation bolts. Allow for grouting
base when pouring. Cast the base foot-pads level and in the same plane.
5.3 Preparation for Service
Inspect the Machine
The interior and exterior of the motor should be free of spilled oil, water, dust,
dirt or other environmental contaminants. If necessary, the exterior should be
wiped clean, and the interior blown out with compressed air at a reduced
pressure.
WARNING
Moisture
Can cause damage to the stator windings and bearings.
Protect the motor from moisture.
Remove Anti-Corrosion Protection
Machined, bare metal surfaces of machine parts and small components such as
screws, bolts, wedges, feather keys, and dowel pins, are treated with an anticorrosion agent.
Use petroleum, petroleum ether or a similar solvent or detergent to remove the
anti-corrosion coating from the machined surfaces of machined parts and from
small components, such as the motor feet, shaft extension, accelerometer
surfaces or ground pads. Do not sand or scrape off the protective coating with
an abrasive pad or metal tool.
For bolt threads, tapered pins, and fastening parts, remove the anti-corrosion
agent by chasing the threads or wiping down the part.
After carefully removing the anti-corrosion agent, immediately start the
installation work.
WARNING
Solvents
May explode. This can result in death, serious injury or property damage.
Prevent any open flames or sparks. Dispose of rags and supplies appropriately.
NOTE
Paintwork damage.
Make sure that the detergent or solvent does not come in contact with any
painted surfaces, as this could damage the paint.
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Inspect and Re-lubricate Bearings
Ensure that the bearings and lubricant cavities are free of dust and dirt and that
the (oil) plugs in the cavity are sealed and tight. Scratches or rust on the shaft
journals must be carefully removed.
Use the specified or compatible grease or the specified viscosity turbine oil as
applicable. Refer to the lubrication plate(s) on the motor, certified outline
drawing and the instruction manual.
5.4 Mounting
Prior to mounting the machine, ensure the mating faces are clean and all anticorrosion protection has been removed.
Mount the motor base (if used) on the foundation or other support. Shim as
required to level. Use a laser or spirit level (check two directions at 90°) to
ensure the motor feet will be in one plane (base is not warped) when base bolts
are tightened. Set the motor on the base, install nuts and lightly tighten.
DO NOT FULLY TIGHTEN UNTIL AFTER ALIGNMENT.
Once the motor has been aligned, shimmed, and fastened to the base, it is
recommended that a “soft foot” check be performed for each of the motor foot
with the use of a dial indicator or laser alignment tool.
NOTE
Experience has shown that any base-mounted assemblies of motor and
driven units temporarily aligned at the factory may twist during shipment.
Therefore, alignment must be checked after mounting. Realignment is to be
documented for warranty information.
Shaft Extensions with a Step Key
To maintain the balancing quality, you have the following options:
• If the transmission element is shorter than the step key, then the section
of the step key protruding from the shaft contour and transmission
element must be machined in order to maintain the balance quality.
• If the transmission element is drawn up on to the shoulder of the shaft,
ensure that the part of the coupling groove where the step key is not
inserted is taken into consideration when balancing the coupling.
The following applies for all 2-pole machines and 4-pole machines with a
frequency ≥ 60 Hz:
• The step key must be shortened if the coupling hub is shorter than the
step key.
• The center of gravity of the coupling half should be within the length of
the shaft end.
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• The coupling used must be prepared for system balancing. The number
of poles of the machine is specified on the rating plate (in the
designation of the motor type).
WARNING
The step key can fall out.
The step keys are only locked against falling out during shipping. If a machine
with two shaft extensions does not have an output element on one shaft
extension, the feather key can fall out during operation.
Death or serious injury can result.
verified to be secure and not loose.
fall out and shorten it by approximately half.
NOTE
Improper handling.
Mounting parts such as temperature sensors or speed sensors are attached to
the machine and could be ripped off or destroyed as a result of improper
handling. This could lead to machine malfunctions, extending even to total
loss of the machine.
machine.
attachments as steps.
5.5 Selecting Mounting Bolts
Unless specified otherwise, use fixing bolts with at least strength grade 5 in
accordance with ANSI B18.6.3 or class 8.8 in accordance to ISO 898-1 to ensure
that the machine is securely mounted and to transmit the torque-generated
forces.
When selecting bolts (or screws) and designing the foundation, bear in mind the
maximum forces occurring in the event of a fault, such as short circuits. Force
values for the foundation loading can be found on the documentation provided.
Refer to the following table for recommended bolt sizes per frame size.
Motor Frame Size
Bolt Size
Tightening Torque (+/-10%)
500
0.75-10 UNC
260 ft-lbs / 353 N-m
580
0.75-10 UNC
260 ft-lbs / 353 N-m
680
0.875-9 UNC
430 ft-lbs / 583 N-m
800
1.25-7 UNC
1121 ft-lbs /1520 N-m
SH630
M42
2286 ft-lbs / 3100 N-m
SH710
M56
5532 ft-lbs / 7500 N-m
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5.6 Tightening Torques and Securing Bolt Connections
Bolt Locking Devices
Refit nuts or bolts that are mounted together with locking, resilient, and/or
force-distributing elements with identical, fully functional elements reassembling. Always replace keyed or mechanical locking elements.
When screwing together threads secured with a liquid adhesive, use a suitable
medium such as Loctite 243.
Recommended Tightening Torques
The bolted connections with metal contact surfaces, such as end shields,
bearing cartridge parts, terminal box parts bolted onto the stator frame, should
be tightened to the following dry torques, depending on the thread size:
The recommended tightening torques (+/-10%) for bolt and screw connections
in English and Metric units are shown in the tables below respectively:
Case
1/4
-20
5/16
-18
3/8
-16
7/16
-14
1/2
-13
9/16
-12
5/8
-11
3/4
-10
7/8
-9
1.0
-8
1-1/8
-7
1-1/4
-7
1-1/2
-6
A 3 6
10
11
15
21
30
39
49
60
111
193
328
ft-lb B 4 9 17
25
29
46
69
134
159
230
459
428
800
ft-lb C 6
11
20
31
43
56
92
127
194
286
413
523
888
ft-lb
Case
M4
M5
M6
M8
M10
M12
M16
M20
M24
M30
M36
M42
M48
M56
A
1.2
2.5 4 8
13
20
40
52
80
150 - - - -
Nm B 1.3
2.6
4.5
11
22
38
92
180
310
620
1080
1700
2600
4200
Nm C 3 5 8
20
40
70
170
340
600
1200
2000
3100
4700
7500
Nm
Applications
The above-mentioned tightening torques apply for the following applications:
• Case A
Applies to electrical connections in which the permissible torque is
normally limited by the bolt materials and/or the current carrying
capacity of the insulators, with the exception of the bus bar connections
in case B.
• Case B
Applies to bolts screwed into components made from materials with a
lower property class (e.g. aluminum) and to bolts with property class 8.8
or A4-70 according to ISO 898-1 or 18-8 stainless steel according to ANSI
818.6.3.
• Case C
Applies to bolts with property class 8.8 or A4-70 according to ISO 898-1
or 18-8 stainless steel according to ANSI 818.6.3, however only to bolts
screwed into components made from materials with higher property
grade or class, e.g. cast iron, steel or cast steel.
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A5E39389476A REV AD
NOTE
Non-standard tightening torques.
for parts with flat seals or insulating parts are specified in the relevant sections
and drawings.
NOTE
Tightening torques for bolt and screw connections on sleeve bearings.
components vary. Tightening the bolt and screw connections with the wrong
torque values can result in damage to the bearing sleeve. For bolt and screw
connections on the sleeve bearings, note the tightening toques specified by
the sleeve bearing manufacturer.
WARNING
Inappropriate fastening material.
If bolts or screws of an incorrect property grade or class have been selected
or if they have been fastened to an incorrect tightening torque, they may
break or become loose. This will cause the machine to move, which could
damage the bearings. The rotor could smash into the machine enclosure and
machine parts could be flung out of place. This can result in death, serious
injury or material damage.
1. Comply with the required property classes for screwed connections.
2. Tighten the screwed connections to the specified tightening torques.
5.7 Coupling of Sleeve Bearing Motors
Sleeve bearings cannot withstand externally generated axial thrust. Antifriction
bearings are normally designed to handle a minimum thrust. As the motor and
driven equipment get hot, they may expand towards each other and with the
wrong coupling this could produce an axial force. Therefore, the selection of
coupling is of extreme importance. If properly installed, the following types of
couplings may be used:
1. Laminated Metal Disk Type
2. Rubber Biscuit Type (Designed for the Speed)
Limited end float models of the following types are available from several
coupling manufacturers and may be used by selecting the proper end float (See
section Maintenance – Bearing Replacement, End Float – Sleeve Bearings
under Maintenance - Bearing Replacement, Sleeve).
3. Pin and Bushing Type
4. Gear Type
All coupling types must be an interference fit for use on sleeve bearing motors.
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A5E39389476A REV AD
NOTE
Coupling guards must be vented as to not introduce air turbulence or
positive/negative pressures (for limits see Maintenance – Cavity Pressures)
at the seal face.
5.8 Alignment
Accurate shaft alignment between the motor and driven equipment is essential.
Improper alignment may result in vibration, bearing overloads and excessive
shaft stresses. Flexible couplings will not compensate for excessive
misalignment.
NOTE
A basic rule is to not have more than five shims in a shim pack under any
one motor foot. Thick shim packs consisting of many thin shims will cause
soft foot, excessive vibration or twisted frame (motor foot out of plane).
Axial Alignment
The motor should be aligned after the driven machine has been securely
mounted. The rotor must be guided axially through the locating bearing of the
driven machine or through a coupling.
• When selecting a suitable coupling for sleeve bearing motors, note that
the axial movement of the rotor must be less than the axial play in the
bearing on the drive-end side of the electrical machine. This ensures that
when the machinery is at operating temperature, the shoulders of the
shaft do not rub against the end faces of the bearing shells. The axial
play of the motor is specified on the motor outline drawing.
• For sleeve bearing motors, observe the magnetic center location and
mechanical end play limits as indicated by the three scribed lines on the
motor shaft. The center scribe line indicates the magnetic center line.
See magnetic centering tag affixed to motor for more detail.
• Move the motor axially on the prepared foundation until outboard most
stationary face/feature of the motor bearing or seal is directly in line with
the center scribe line on the motor shaft.
• Fix the machine to the foundation. The choice of fixing elements
depends on the foundation and is the responsibility of the end user.
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A5E39389476A REV AD
Parallel Alignment
After positioning the unit for correct end float, separate the coupling halves and
mount a dial indicator rigidly on one coupling half with the button on the
cylindrical surface of the other half. Rotate the shafts together, and take
readings at top, bottom and side positions. Align shaft so the difference
between the top and bottom readings and the side readings is a maximum of
0.002 inches [0.051 mm] for a flexible coupling. See figure below.
Angular Alignment
Hold each shaft at the maximum end float. Rotate both shafts together, and
measure between the matching points at the outside diameter of the coupling
faces for the top, bottom and both sides. Use two indicators because of possible
axial shaft movement. Read the difference of variation between them.
Align the shafts so that the total indicator variation does not exceed 0.002
inches [0.051 mm]. See figure below.
NOTE
If vibration levels increase cold to hot, alignment should be checked hot to
verify that motor and driven equipment are properly aligned at operating
temperature. Adjust if necessary.
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A5E39389476A REV AD
Foot Plane
The proper foot plane exists when adequate shims have been installed to assure
equal pressure on each foot or corner of motor when the mounting bolts are
loose.
To determine proper foot plane:
1. Mount dial indicator on shaft to be checked so that contact will rest on
either the adjacent shaft or a bracket from the foundation or base.
2. With mounting bolts tight and indicator set at zero, release one bolt at the
shaft extension end of the unit and check the indicator for a maximum
change of 0.001 inch [0.0254 mm].
3. If no change is indicated, retighten the bolt and repeat the process for each
of the remaining three mounting bolts.
4. If a change is indicated, add shims under motor foot and retighten until
indicator movement is reduced or eliminated.
NOTE
driven equipment if necessary.
the supporting structure.
Recheck alignment after any change in shims and document alignment
readings for warranty information.
V-Belts
Review the belt manufacturer’s recommendations for maximum speed of
sheaves and belts, minimum pitch diameters, maximum allowable number of
belts and maximum sheave width.
When a motor is ordered for a V-belt drive, check the motor outline for the
manufacturer’s limits on belt pull, sheave distance from the motor, and sheave
diameter.
Use only matched-belt sets. V-grooves must be in line; sheaves must be parallel
and axially aligned. Belts must enter and leave sheaves with no side bending.
For long bearing life, the belt tension is important; consult belt manufacturer
for proper tension to suit drive. Protect belts from grease and oil. NEVER use
belt dressing.
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A5E39389476A REV AD
5.9 Hot Alignment
During normal motor operation, the motor frame and rotor will increase in
temperature. This increase in temperature results in expansion of the motor
components. Therefore, the rotor shaft centerline position will shift in both the
axial and vertical directions between "cold" and "hot" conditions. For a 15°C
[~27°F] increase in a cast iron motor frame, the vertical growth is approximately
SH*1.620E-04 inches [SH*4.115E-03 mm], where SH is the shaft height in
inches [or mm]. For a 15°C [~27°F] increase a steel shaft length, the axial growth
is SL*1.755E-04 inches [4.458E-03], where SL is the shaft length in inches [or
mm]. Axial growth is dependent on the locked bearing arrangement in antifriction bearings and the core and centerline in sleeve bearing motors. Consult
factory for specific axial growth.
WARNING
Rotating parts.
May cause serious injury or death.
Disconnect and lock out power before working on equipment.
If the motor application is abnormal (i.e. high temperature, extreme vibration,
etc.) consult the factory for special instructions or additional information.
Check for vertical alignment (parallelism) of coupled drive as follows:
1. Operate the machine until the winding temperature is stabilized - less than
1°C [~1.8°F] change per half hour.
2. Shut down motor and lock out switch.
3. Mount a dial indicator or other measuring device as in the figures below.
Dial Indicator. Laser Indicator.
4. Rotate shaft, noting readings at 0°, 90°, 180°, and 270° (both sides, top,
and bottom). If within 0.002 inch [0.0508 mm] total indicator reading, or
other limit specified by the factory, unit is satisfactory for operation.
5. If measurements are not within limits, add or remove shims as required to
raise or lower the motor.
6. If shims are changed for high temperature operation, repeat alignment
procedure to extent necessary to assure proper alignment. Document
readings for warranty information.
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A5E39389476A REV AD
WARNING
Incorrect alignment.
If the machine has not been properly aligned, this will mean the fastening
parts are subjected to stress/distortion. Screws may become loose or break,
the machine will move, machine parts could be flung out of place. This can
result in death, serious injury or material damage.
Carefully align the machine to the driven machine.
5.10 Vibration
The standard unfiltered housing vibration limits measured at no load,
uncoupled, and with rigid mounting are shown in the table below and are based
on the requirements of NEMA MG1-7.8.
Shaft Speed (RPM)
Velocity (inches/sec, 0-peak)
1200 – 3600
0.120
1000
0.105
900
0.096
750
0.079
720
0.075
600
0.063
After alignment is complete and foot mounting bolts are tight, run the motor
with no load (or minimum possible). Check for vibration. If excessive vibration
exists and the alignment is acceptable, check foot plane by loosening one drive
end-mounting bolt at a time as detailed previously. This is to be documented for
warranty information. When resiliently mounted, allowed levels are 25% higher.
Completing Mechanical Installation
After controlling rotor end float and establishing accurate alignment, it is
recommended to drill and ream the foundation plate and motor feet together
for dowel pins (refer to Installation - Doweling).
Recheck the parallel and angular alignment before bolting the coupling
together. The motor shaft should be level within 0.030 inches [0.762 mm] after
alignment.
5.11 Doweling
Doweling the motor (and driven unit) accomplishes the following:
1. Restricts movement.
2. Eases realignment if motor is removed from base.
3. Temporarily restrains the motor, should mounting bolts loosen.
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