Siemens SIMOGEAR BA 2039 Operating Instructions Manual

BA 2039

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SIMOGEAR

Adapter for gearbox
BA 2039

Operating Instructions

Supplement to the SIMOGEAR gearbox operating
instructions BA 2030

Translation of the original instructions
04/2016

A5E37431501A/RS

-AC

General information and
safety notes

1

Technical description

2

Installing

3

Operation

4

Service and maintenance

5

Spare parts

6

Siemens AG
Division Digital Factory
Postfach 48 48
90026 NÜRNBERG
GERMANY

A5E37431501A/RS-AC

Ⓟ

04/2016 Subject to change

Copyright © Siemens AG 2013 - 2016.
All rights reserved

Legal information

Warning notice system

This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent
damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert
symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are
graded according to the degree of danger.

DANGER

indicates that death or severe personal injury will result if proper precautions are not taken.

WARNING

indicates that death or severe personal injury may result if proper precautions are not taken.

CAUTION

indicates that minor personal injury can result if proper precautions are not taken.

NOTICE

indicates that property damage can result if proper precautions are not taken.

If more than one degree of danger is present, the warning notice representing the highest degree of danger will
be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to
property damage.

Qualified Personnel

The product/system described in this documentation may be operated only by

personnel qualified

for the specific
task in accordance with the relevant documentation, in particular its warning notices and safety instructions.
Qualified personnel are those who, based on their training and experience, are capable of identifying risks and
avoiding potential hazards when working with these products/systems.

Proper use of Siemens products

Note the following:

WARNING

Siemens products may only be used for the applications described in the catalog and in the relevant technical

documentation. If products and components from other manufacturers are used, these must be recommended
or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and
maint

enance are required to ensure that the products operate safely and without any problems. The permissible

ambient conditions must be complied with. The information in the relevant documentation must be observed.

Trademarks

All names identified by ® are registered trademarks of Siemens AG. The remaining trademarks in this publication
may be trademarks whose use by third parties for their own purposes could violate the rights of the owner.

Disclaimer of Liability

We have reviewed the contents of this publication to ensure consistency with the hardware and software
described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the
information in this publication is reviewed regularly and any necessary corrections are included in subsequent
editions.

BA 2039
Operating Instructions, 04/2016, A5E37431501A/RS-AC

5

Table of contents

1 General information and safety notes ...................................................................................................... 7

1.1 General Information .................................................................................................................. 7

1.2 Copyright ................................................................................................................................... 9

1.3 Intended use ............................................................................................................................. 9

1.4 Obligations of the user ............................................................................................................ 10

1.5 Particular types of hazards ..................................................................................................... 11

2 Technical description ............................................................................................................................ 13

2.1 Permissible input torque ......................................................................................................... 13

2.2 Flexible coupling ..................................................................................................................... 13

2.3 Backstop K2X, K3X ................................................................................................................. 14

3 Installing ............................................................................................................................................... 15

3.1 Unpacking ............................................................................................................................... 15

3.2 General information on installation ......................................................................................... 15

3.3 Thread sizes and tightening torques for fastening bolts ......................................................... 17

3.4 Mounting an input or output element on the gearbox shaft .................................................... 17

3.5 Mounting the motor ................................................................................................................. 19

3.5.1 Fit the standard motor to the K2 or K3 adapter ...................................................................... 20

3.5.2 Mount the standard motor to the K4 or K5 short adapter ....................................................... 22

3.5.3 Mount the servomotor with parallel key to the KQ or K8 adapter ........................................... 24

3.5.4 Mount servomotor without parallel key to the KQS adapter ................................................... 26

4 Operation .............................................................................................................................................. 29

5 Service and maintenance ...................................................................................................................... 31

5.1 General notes about maintenance .......................................................................................... 31

5.2 Maintenance of the friction clutch ........................................................................................... 31

6 Spare parts ........................................................................................................................................... 33

6.1 Stocking of spare parts ........................................................................................................... 33

6.2 Lists of spare parts .................................................................................................................. 34

6.2.1 K2 and K3 adapters with elastic coupling ............................................................................... 34

6.2.2 K4 and K5 short adapters with plug-in connection ................................................................. 36

6.2.3 KQ, K8 and KQS adapters for mounting a servomotor .......................................................... 37

Table of contents

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6 Operating Instructions, 04/2016, A5E37431501A/RS-AC

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7

1

1.1

General Information

ATEX version gearboxes

Instructions and measures applying in particular to ATEX version gearboxes.

Note

Siemens

AG does not accept any liability for damage and failures that result from the non-

observance of these operating instructions.

These operating instructions are part of the gearbox delivery. Store the operating instructions
near the gearbox. Please read the operating instructions prior to handling the gearbox and
observe the information they contain. This is the best way of ensuring safe and trouble-free
operation.

The operating instructions supplement the SIMOGEAR gearbox operating instructions
BA 2030.

These operating instructions apply to the adapters of the standard SIMOGEAR gearbox
version:

● Adapter K2 - coupling adapter with flexible coupling for fitting an IEC motor

● Adapter K3 - coupling adapter with flexible coupling for fitting a NEMA motor

● Adapter K4 - short adapter with plug-in connection for fitting an IEC motor

● Adapter K5 - short adapter with plug-in connection for fitting a NEMA motor

● Adapter KQ, KQS - coupling adapter for fitting a servomotor of the

SIMOTICS S-1FK7/-1FT7 series

● Adapter K8 - coupling adapter for fitting a servomotor of the
SIMOTICS M-1PH8 series

Table 1- 1 Article number code

SIMOGEAR adapter

Article number position

Adapter K2 for fitting an IEC motor 2

Adapter K3 for fitting a NEMA motor

3

Short adapter K4 for fitting an IEC motor

4

Short adapter K5 for fitting a NEMA motor

5

Adapter KQ, KQS for fitting a servomotor

7

Adapter K8 for fitting a servomotor

8

General information and safety notes

1.1 General Information

BA 2039

8 Operating Instructions, 04/2016, A5E37431501A/RS-AC

Note

In addition to these operating instructions, special contractual agreements and technical
documentation apply to a special gearbox design and the associated supplementary
equipment.

Please refer to the other operating instructions supplied with the product

.

The described gearboxes correspond to the state-of-the-art at the time these operating
instructions were printed.

Siemens AG reserves the right to change individual components and accessory parts in the
interest of further development. The changes are designed to improve performance and
safety. The significant features are retained. The operating instructions are updated regularly
with new contents.

The latest versions of the operating instructions, the declaration of incorporation and the
declarations of conformity are available in electronic form in the Industry Online Support
(https://support.industry.siemens.com/cs/ww/de/ps/13424/man

).

You can find technical configuration data, spare parts lists and certificates of compliance in
Once Delivered (https://c0p.siemens.com:8443/sie/1nce_delivered

).

You can find the contact data of your Technical Support in the Database of contacts at
Siemens AG (www.siemens.com/yourcontact

).

If you have any technical questions, please contact Technical Support
(https://support.industry.siemens.com/cs/ww/en/sc/2090

).

Europe and Africa
Telephone: [phone]
[e-mail]

America
Telephone: [phone]
[e-mail]

Asia / Australia / Pacific
Telephone: [phone]
[e-mail]

Valid operating instructions for SIMOGEAR

● BA 2030 - operating instructions for SIMOGEAR gearboxes

● BA 2031 - operating instructions for permissible mounting position deviations of

SIMOGEAR gearboxes

● KA 2032 - compact operating instructions for SIMOGEAR worm geared motor S

● BA 2039 - operating instructions for adapters for mounting on SIMOGEAR gearboxes

● BA 2039 - operating instructions for motors for mounting on SIMOGEAR gearboxes

● BA 2535 operating instructions of SIMOGEAR gearboxes for overhead conveyor drive

● BA 2730 - operating instructions for SIMOGEAR geared motors with encoder for safety-

relevant applications

General information and safety notes

1.2 Copyright

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1.2

Copyright

The copyright to these operating instructions is held by Siemens AG.

These operating instructions must not be wholly or partly reproduced for competitive
purposes, used in any unauthorized way or made available to third parties without
agreement of Siemens AG.

1.3

Intended use

ATEX version gearboxes

The ATEX gearbox fulfills the requirements of the Explosion Protection
Directive 2014/34/EU.

In the case of ATEX version gearboxes, please observe the instructions marked
with this symbol.

The SIMOGEAR gearboxes described in these operating instructions have been designed
for stationary use in general engineering applications.

Unless otherwise agreed, the gearboxes have been designed for use in plants and
equipment in industrial environments.

The gearboxes have been built using state-of-the-art technology and are shipped in an
operationally reliable condition. Changes made by users could affect this operational
reliability and are forbidden.

Note

The performance data assumes an ambient temperature of

-20 °C to +40 °C and an

installation altitude of up to 5,000 m above sea level.

In the case of other ambient temperatures and installation altitudes, please contact Technical
Support.

The gearboxes have been designed solely for the application described in Technical Data in
the BA 2030 Operating Instructions for SIMOGEAR gearboxes. Do not operate the
gearboxes outside the specified power limits. Other operating conditions must be
contractually agreed.

Do not climb on the gearbox. Do not place any objects on the gearbox.

General information and safety notes

1.4 Obligations of the user

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1.4

Obligations of the user

The operator must ensure that all persons assigned to work on the geared motor have read
and understood these operating instructions and that they follow them in all points in order
to:

● Eliminate the risk to life and limb of users and other persons.

● Ensure the operational safety of the geared motor.

● Avoid disruptions and environmental damage through incorrect use.

Note the following safety information:

Shut down the geared motors and disconnect the power before you carry out any work on
them.

Make sure that the drive unit cannot be turned on accidentally, e.g. lock the key-operated
switch. Place a warning notice at the drive connection point which clearly indicates that work
is in progress on the geared motor.

Carry out all work with great care and with due regard to "safety".

For all work, observe the relevant regulations for work safety and environment protection.

Read the instructions on the rating plates attached to the geared motor. The rating plates
must be kept free from paint and dirt at all times. Replace any missing rating plates.

In the event of changes during operation, switch off the drive unit immediately.

Take appropriate protective measures to prevent accidental contact with rotating drive parts,
such as couplings, gear wheels or belt drives.

Take appropriate protective measures to prevent accidental contact with parts and
equipment that heat up to over +70 °C during operation.

When removing protective equipment, keep fasteners in a safe place. Re-attach removed
protective equipment before commissioning.

Collect and dispose of used oil in accordance with regulations. Remove oil spillages
immediately with an oil-binding agent in compliance with environmental requirements.

Do not carry out any welding work on the geared motor. Do not use the geared motor as a
grounding point for welding operations.

Carry out equipotential bonding in accordance with applicable regulations and directives by
electrotechnology specialists.

Do not use high-pressure cleaning equipment or sharp-edged tools to clean the geared
motor.

Observe the permissible tightening torque of the fastening bolts.

Replace damaged bolts with new bolts of the same type and strength class.

Siemens AG accepts the warranty only for original spare parts.

The manufacturer who installs the geared motors in a plant must include the regulations
contained in the operating instructions in its own operating instructions.

General information and safety notes

1.5 Particular types of hazards

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1.5

Particular types of hazards

WARNING

Extreme surface temperatures

Hot surfaces over +55 °C pose a burn risk.

Cold surfaces below 0 °C pose a risk of damage due to freezing.

Do not touch the gearbox without protection.

WARNING

Hot, escaping oil

Before starting any work wait until the oil has cooled down to below +30 °C.

WARNING

Poisonous vapors when working with solvents

Avoid breathing in vapors when working with solvents.

Ensure adequate ventilation.

WARNING

Risk of explosion when working with solvents

Ensure adequate ventilation.

Do not smoke!

WARNING

Risk of eye injury

Rotating parts can throw off small foreign particles such as sand or dust.

Wear protective eyewear!

In addition to the prescribed personal protection gear, also wear suitable protective gloves
and safety glasses.

General information and safety notes

1.5 Particular types of hazards

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12 Operating Instructions, 04/2016, A5E37431501A/RS-AC