For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
INTRODUCTION
About This Machine
Foreword
"The screw cutting engine lathe is the oldest and
most important of machine tools and from it all
other machine tools have been developed. It was
the lathe that made possible the building of the
steamboat, the locomotive, the electric motor, the
automobile and all kinds of machinery used in
industry. Without the lathe our great industrial
progress of the last century would have been
impossible." —How To Run a Lathe, 15th
Edition, South Bend Lathe.
The lathe represented in this manual is a
modern day version of the screw cutting lathes
that trace their roots back to the 1700's, which
were themselves technological improvements of
the bow lathe that can be traced back thousands
of years to the ancient Egyptians.
Now, almost 300 years later, these modern
"screw cutting" lathes are not just a piece of
refined machinery, but a culmination of human
ingenuity and knowledge embodied into the
design and synergy of thousands of interworking
parts—some of which represent the life's work
and dreams of many inventors, mechanical
engineers, and world-class machinists—including
the likes of Leonardo da Vinci, Henry Maudsley,
and the founders of South Bend Lathe, John and
Miles O'Brien.
And now the torch is passed to you—to take
the oldest and most important type of machine
tool—and carry on the tradition. As the operator
of a South Bend Lathe, you now join the ranks
of some very famous and important customers,
such as Henry Ford, who used the machines he
purchased to help him change the world.
Features
These Heavy 13® Gearhead Lathes are packed
with standard features and equipment, such
as a complete coolant system, easy-to-clean
chip drawer, one-shot way lubrication system,
included steady and follow rests, chuck guard,
adjustable work lamp, foot brake, powered
cross feed, 3- and 4-jaw chucks, faceplate, and
premium Allen-Bradley contactors, thermal
relays, and fuse system.
Spindle speeds are controlled by convenient
headstock levers, which allow the operator to
quickly set the spindle speed within the available
range of 80–2000 RPM.
The beds of these lathes are constructed with
Meehanite castings that are hardened and
precision-ground in the traditional three V-way
prismatic design—long used on South Bend
Lathes for its accuracy, durability, and rigidity.
The headstocks feature quick-change gear levers
and the carriages include an adjustable clutch
that disables automatic carriage feed when it
contacts the included feed stop or in the event of
a crash.
To further ensure a high degree of accuracy,
these lathes are equipped with Japanese spindle
bearings. The spindles are D1-5 camlock with an
MT#5 taper and 1.57" bore. The tailstocks have
an MT#3 taper and 4.5" of quill travel.
Capabilities
This Heavy 13® Gearhead Lathe is built for daily
use in a busy industrial setting. Loaded with
many nice features and high-precision parts, this
lathe excels at making fine tools, dies, thread
gauges, jigs, and precision test gauges—however,
it is by no means delicate. Thick castings, heavy
weight, and quality construction throughout
provide the necessary brawn for demanding
production and manufacturing tasks.
South Bend Precision Toolroom Lathe
(Circa 1958)
-3-
13" Heavy 13® Gearhead Lathe
INTRODUCTION
General Identification
For Machines Mfg. Since 5/11
F
E
A
B
U
T
S
D
C
R
Q
G
P
O
H
I
J
K
L
M
N
Figure 1. Identification.
A. Spindle Speed Levers (see Page 50 for
details)
B. D1-5 Camlock MT#5 Spindle
C. 3-Jaw Chuck 8"
D. Chuck Guard w/Safety Switch
E. Steady Rest
F. Follow Rest
G. 4-Way Tool Post
H. Halogen Work Lamp
I. Coolant Nozzle & Valve
J. Compound Rest
K. Tailstock (see Page 7 for details)
Serious personal injury could occur if
you connect the machine to power before
completing the setup process. DO NOT
connect power until instructed to do so later
in this manual.
L. Longitudinal Leadscrew
M. Feed Rod
N. Coolant Reservoir & Pump Access
O. Carriage (see Page 6 for details)
P. Safety Foot Brake
Q. Chip Drawer
R. Micrometer Stop
S. Quick-Change Gearbox Controls
(see Page 5 for details)
T. Headstock Feed Direction Lever
U. Gearbox Range Lever
Untrained users have an increased risk
of seriously injuring themselves with this
machine. Do not operate this machine until
you have understood this entire manual and
received proper training.
-4-
For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
Controls &
INTRODUCTION
A. Quick-Change Gearbox Levers: Control the
leadscrew and feed rod speed for threading
and feed operations.
Components
Refer to Figures 2–6 and the following
descriptions to become familiar with the basic
controls of this lathe.
Master Power Switch
The rotary switch shown in Figure 2 toggles
incoming power ON and OFF to the lathe
controls. It also prevents the electrical cabinet
door from being opened when the switch is ON.
Master
Power Switch
B. Headstock Feed Direction Lever: Controls
the direction that the leadscrew and feed rod
rotate.
C. Gearbox Range Lever: Shifts the quick-
change gearbox into low range, neutral, or
high range.
D. Threading and Feed Charts: Display the
necessary configuration of the gearbox levers
and end gears for different threading or
feeding options.
E. Spindle Speed Lever: Selects one of the four
available spindle speeds within the selected
speed range.
F. Spindle Range Lever: Selects the spindle
speed high range (to the left) or the low
range (to the right).
Figure 2. Location of the master power switch.
Headstock
F
C
E
B
A
D
Figure 3. Headstock controls.
-5-
13" Heavy 13® Gearhead Lathe
INTRODUCTION
For Machines Mfg. Since 5/11
Control Panel
G
Figure 4. Control panel.
G. Power Light: Illuminates when lathe controls
are receiving power.
H. Coolant Pump Switch: Controls the coolant
pump motor.
I. Jog Button: Starts forward spindle rotation
as long as it is pressed.
J. STOP Button: Stops all machine functions.
Twist clockwise to reset.
H
I
J
Carriage
K
L
K. 4-Way Tool Post: Mounts up to four cutting
tools at once that can be individually indexed
to the workpiece.
L. Compound Rest Handwheel: Moves the tool
toward and away from the workpiece at the
preset angle of the compound rest.
M. One-Shot Oiler: Draws oil from the apron
reservoir to lubricate the carriage ways
through various oil ports.
N. Carriage Lock: Secures the carriage in place
when to ensure accuracy during operations
where it should not move.
O . Thread Dial and Chart: Dial indicates when
to engage the half nut during inch threading
operations. Chart indicates which thread
dial reading to engage the half nut for
specific inch thread pitches.
P. Spindle Lever: Starts and stops spindle
rotation in either direction.
Q . Half Nut Lever: Engages/disengages the half
nut for threading operations.
R. Apron Feed Direction Knob: Changes
direction of the carriage or the cross slide
feed without having to stop the lathe and
move the headstock feed direction lever.
S. Feed Selection Lever: Selects the carriage or
cross slide for power feed operations.
-6-
M
N
T. Carriage Handwheel: Moves the carriage
along the bed.
U
O
T
S
Figure 5. Carriage controls.
Q
R
P
U. Cross Slide Handwheel: Moves the cross
slide toward and away from the workpiece.
For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
INTRODUCTION
Tailstock
V
AA
Z
Figure 6. Tailstock controls.
V. Quill Lock Lever: Secures the quill in
position.
W. Tailstock Lock Lever: Secures the tailstock in
position along the bedway.
W
X
Y
End Gears
Configuring the end gears shown in
Figure 7 will control the speed of the leadscrew
for threading or the feed rod for power feed
operations. The rotational speed of these
components depends not only on the end gear
configuration, but the spindle speed as well.
End
Gears
Figure 7. End gear components.
X. Quill Handwheel: Moves the quill toward or
away from the spindle.
Y. Gib Adjustment Screw: Adjusts the tapered
gib to control tailstock offset accuracy
(1 of 2).
Z. Tailstock Offset Screw: Adjusts the tailstock
offset left or right from the spindle centerline
(1 of 2).
AA. Quill: Moves toward and away from the
spindle and holds centers and tooling.
Safety Foot Brake
This lathe is equipped with a foot brake (see
Figure 8) to quickly stop the spindle instead of
allowing the spindle to coast to a stop on its own.
Pushing the foot brake while the spindle is ON
cuts power to the motor and stops the spindle.
After the foot brake is used, the spindle lever
must be returned to the OFF (middle) position
to reset the spindle switches before re-starting
spindle rotation.
For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
INTRODUCTION
Model NumberSB1049SB1050
Construction
HeadstockCast Iron
Headstock GearsFlame-Hardened Steel
BedMeehanite Castings with Precision Hardened-and-Ground Ways
StandCast Iron
PaintUrethane
Other
Country of OriginTaiwan (Some Components Made in USA & Japan)
Warranty1 Year
Serial Number LocationID Label on Front of Headstock
1
Assembly TimeApproximately 1
Sound Rating at Idle71 dB
⁄2 Hours
-11-
13" Heavy 13® Gearhead Lathe
SAFETY
For Machines Mfg. Since 5/11
Understanding Risks of Machinery
Operating all machinery and machining equipment can be dangerous or relatively safe depending
on how it is installed and maintained, and the operator's experience, common sense, risk awareness,
working conditions, and use of personal protective equipment (safety glasses, respirators, etc.).
The owner of this machinery or equipment is ultimately responsible for its safe use. This
responsibility includes proper installation in a safe environment, personnel training and usage
authorization, regular inspection and maintenance, manual availability and comprehension,
application of safety devices, integrity of cutting tools or accessories, and the usage of approved
personal protective equipment by all operators and bystanders.
The manufacturer of this machinery or equipment will not be held liable for injury or property
damage from negligence, improper training, machine modifications, or misuse. Failure to read,
understand, and follow the manual and safety labels may result in serious personal injury, including
amputation, broken bones, electrocution, or death.
The signals used in this manual to identify hazard levels are as follows:
Death or catastrophic
harm WILL occur.
Death or catastrophic
harm COULD occur.
Basic Machine Safety
Owner’s Manual: All machinery and machining
equipment presents serious injury hazards
to untrained users. To reduce the risk of
injury, anyone who uses THIS item MUST
read and understand this entire manual
before starting.
Personal Protective Equipment:
servicing this item may expose the user
to flying debris, dust, smoke, dangerous
chemicals, or loud noises. These hazards
can result in eye injury, blindness, longterm respiratory damage, poisoning,
cancer, reproductive harm or hearing loss.
Reduce your risks from these hazards
by wearing approved eye protection,
respirator, gloves, or hearing protection.
Operating or
Moderate injury or fire
MAY occur.
Machine or property
damage may occur.
Trained/Supervised Operators Only: Untrained
users can seriously injure themselves
or bystanders. Only allow trained and
properly supervised personnel to operate
this item. Make sure safe operation
instructions are clearly understood. If
electrically powered, use padlocks and
master switches, and remove start switch
keys to prevent unauthorized use or
accidental starting.
Guards/Covers:
moving parts during operation may cause
severe entanglement, impact, cutting,
or crushing injuries. Reduce this risk by
keeping any included guards/covers/doors
installed, fully functional, and positioned
for maximum protection.
Accidental contact with
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For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
SAFETY
Entanglement:Loose clothing, gloves, neckties,
jewelry or long hair may get caught in
moving parts, causing entanglement,
amputation, crushing, or strangulation.
Reduce this risk by removing/securing
these items so they cannot contact moving
parts.
Mental Alertness: Operating this item with
reduced mental alertness increases the
risk of accidental injury. Do not let a
temporary influence or distraction lead to a
permanent disability! Never operate when
under the influence of drugs/alcohol, when
tired, or otherwise distracted.
Safe Environment:
powered equipment in a wet environment
may result in electrocution; operating near
highly flammable materials may result in a
fire or explosion. Only operate this item in
a dry location that is free from flammable
materials.
Electrical Connection: With electically powered
equipment, improper connections to the
power source may result in electrocution
or fire. Always adhere to all electrical
requirements and applicable codes when
connecting to the power source. Have all
work inspected by a qualified electrician to
minimize risk.
Disconnect Power: Adjusting or servicing
electrically powered equipment while it
is connected to the power source greatly
increases the risk of injury from accidental
startup. Always disconnect power
BEFORE any service or adjustments,
including changing blades or other tooling.
Operating electrically
Chuck Keys or Adjusting Tools:
adjust spindles, chucks, or any moving/
rotating parts will become dangerous
projectiles if left in place when the machine
is started. Reduce this risk by developing
the habit of always removing these tools
immediately after using them.
Work Area:
the risks of accidental injury. Only operate
this item in a clean, non-glaring, and welllighted work area.
Properly Functioning Equipment:
maintained, damaged, or malfunctioning
equipment has higher risks of causing
serious personal injury compared to
those that are properly maintained.
To reduce this risk, always maintain
this item to the highest standards and
promptly repair/service a damaged or
malfunctioning component. Always follow
the maintenance instructions included in
this documentation.
Unattended Operation:
equipment that is left unattended while
running cannot be controlled and is
dangerous to bystanders. Always turn the
power OFF before walking away.
Health Hazards: Certain cutting fluids and
lubricants, or dust/smoke created when
cutting, may contain chemicals known to
the State of California to cause cancer,
respiratory problems, birth defects,
or other reproductive harm. Minimize
exposure to these chemicals by wearing
approved personal protective equipment
and operating in a well ventilated area.
Clutter and dark shadows increase
Electrically powered
Tools used to
Poorly
Secure Workpiece/Tooling:
cutting tools, or rotating spindles can
become dangerous projectiles if not
secured or if they hit another object during
operation. Reduce the risk of this hazard
by verifying that all fastening devices are
properly secured and items attached to
spindles have enough clearance to safely
rotate.
Loose workpieces,
Difficult Operations:
operations with which you are unfamiliar
increases the risk of injury. If you
experience difficulties performing the
intended operation, STOP! Seek an
alternative method to accomplish the
same task, ask a qualified expert how the
operation should be performed, or contact
our Technical Support for assistance.
Attempting difficult
-13 -
13" Heavy 13® Gearhead Lathe
SAFETY
Additional Metal Lathe Safety
For Machines Mfg. Since 5/11
Speed Rates. Operating the lathe at the wrong
speed can cause nearby parts to break or the
workpiece to come loose, which will result in
dangerous projectiles that could cause severe
impact injuries. Large or non-concentric
workpieces must be turned at slow speeds.
Always use the appropriate feed and speed
rates.
Chuck Key Safety. A chuck key left in the chuck
can become a deadly projectile when the
spindle is started. Always remove the chuck
key after using it. Develop a habit of not
taking your hand off of a chuck key unless it
is away from the machine.
Safe Clearances. Workpieces that crash into
other components on the lathe may throw
dangerous projectiles in all directions,
leading to impact injury and damaged
equipment. Before starting the spindle,
make sure the workpiece has adequate
clearance by hand-rotating it through its
entire range of motion. Also, check the tool
and tool post clearance, chuck clearance, and
saddle clearance.
Clearing Chips. Metal chips can easily cut bare
skin—even through a piece of cloth. Avoid
clearing chips by hand or with a rag.Use a
brush or vacuum to clear metal chips.
Stopping Spindle by Hand. Stopping the spindle
by putting your hand on the workpiece
or chuck creates an extreme risk of
entanglement, impact, crushing, friction, or
cutting hazards. Never attempt to slow or
stop the lathe spindle with your hand. Allow
the spindle to come to a stop on its own or
use the brake.
Crashes. Aggressively driving the cutting tool
or other lathe components into the chuck
may cause an explosion of metal fragments,
which can result in severe impact injuries
and major damage to the lathe. Reduce
this risk by releasing automatic feeds after
use, not leaving lathe unattended during
operation, and checking clearances before
starting the lathe. Make sure no part of the
tool, tool holder, compound rest, cross slide,
or carriage will contact the chuck during
operation.
Long Stock Safety. Long stock can whip violently
if not properly supported, causing serious
impact injury and damage to the lathe.
Reduce this risk by supporting any stock
that extends from the chuck/headstock more
than three times its own diameter. Always
turn long stock at slow speeds.
Securing Workpiece. An improperly secured
workpiece can fly off the lathe spindle with
deadly force, which can result in a severe
impact injury. Make sure the workpiece is
properly secured in the chuck or faceplate
before starting the lathe.
Chucks. Chucks are very heavy and difficult to
grasp, which can lead to crushed fingers or
hands if mishandled. Get assistance when
handling chucks to reduce this risk. Protect
your hands and the precision-ground ways
by using a chuck cradle or piece of plywood
over the ways of the lathe when servicing
chucks. Use lifting devices when necessary.
Coolant Safety. Coolant is a very poisonous
biohazard that can cause personal injury
from skin contact alone, especially when it
gets old or has been well-used. Incorrectly
positioned coolant nozzles can splash on
the operator or the floor, resulting in skin
exposure or a slipping hazard. To decrease
your risk, change coolant regularly and
position the nozzle where it will not splash
or end up on the floor.
Tool Selection. Cutting with an incorrect or
dull tool increases the risk of accidental
injury due to the extra force required for
the operation, which increases the risk of
breaking or dislodging components that
can cause small shards of metal to become
dangerous projectiles. Always select the
right cutter for the job and make sure it is
sharp. Using a correct, sharp tool decreases
strain and provides a better finish.
-14-
For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
SAFETY
Additional Chuck Safety
Entanglement. Entanglement with a rotating
chuck can lead to death, amputation, broken
bones, or other serious injury. Never attempt
to slow or stop the lathe chuck by hand,
and always roll up long sleeves, tie back
long hair, and remove any jewelry or loose
apparel BEFORE operating.
Chuck Speed Rating. Excessive spindle speeds
greatly increase the risk of the workpiece or
chuck being thrown from the machine with
deadly force. Never use spindle speeds faster
than the chuck RPM rating or the safe limits
of your workpiece.
Using Correct Equipment. Many workpieces can
only be safely turned in a lathe if additional
support equipment, such as a tailstock or
steady rest, is used. If the operation is too
hazardous to be completed with the lathe or
existing equipment, the operator must have
enough experience to know when to use a
different machine or find a safer way. If you
do not have this experience, seek additional
training (outside of this manual) from
experienced lathe operators, books, or formal
classes
Trained Operators Only. Using a chuck
incorrectly can result in workpieces coming
loose at high speeds and striking the
operator or bystanders with deadly force.
To reduce the risk of this hazard, read
and understand this document and seek
additional training from an experienced
chuck user before using a chuck.
Chuck Capacity. Avoid exceeding the capacity
of the chuck by clamping an oversized
workpiece. If the workpiece is too large to
safely clamp with the chuck, use a faceplate
or a larger chuck if possible. Otherwise, the
workpiece could be thrown from the lathe
during operation, resulting in serious impact
injury or death.
Clamping Force. Inadequate clamping force
can lead to the workpiece being thrown
from the chuck and striking the operator
or bystanders. Maximum clamping force
is achieved when the chuck is properly
maintained and lubricated, all jaws are
fully engaged with the workpiece, and the
maximum chuck clamping diameter is not
exceeded.
Proper Maintenance.
maintained and lubricated to achieve
maximum clamping force and withstand
the rigors of centrifugal force. To reduce
the risk of a thrown workpiece, follow all
maintenance intervals and instructions in
this document.
Disconnect Power. Serious entanglement or
impact injuries could occur if the lathe is
started while you are adjusting, servicing, or
installing the chuck. Always disconnect the
lathe from power before performing these
procedures.
All chucks must be properly
-15 -
13" Heavy 13® Gearhead Lathe
PREPARATION
For Machines Mfg. Since 5/11
Preparation OverviewThings You'll Need
The purpose of the preparation section is to help
you prepare your machine for operation. The list
below outlines this basic process. Specific steps
for each of these points will be covered in detail
later in this section.
The typical preparation process is as follows:
1. Unpack the lathe and inventory the contents
of the box/crate.
2. Clean the lathe and its components.
3. Identify an acceptable location for the lathe
and move it to that location.
4. Level the lathe and either bolt it to the floor
or place it on mounts.
5. Assemble the loose components and make
any necessary adjustments or inspections to
ensure the lathe is ready for operation.
6. Check/lubricate the lathe.
To complete the preparation process, you will
need the following items:
For Lifting and Moving
s!FORKLIFTOROTHERPOWERLIFTINGDEVICE
rated for at least 25% more than the
shipping weight of the lathe (see Product Specifications beginning on Page 1)
s,IFTINGstraps, each rated for at least 25%
more than the shipping weight of the lathe
s'UIDERODSFORSTEADINGTHELOADWHENLIFTING
sTwo other people for assistance when moving
machine
sHardwood blocks (see Page 22)
For Power Connection
s!POWERSOURCETHATMEETSTHEMINIMUM
circuit requirements for this machine (review
Power Supply Requirements on the next
page for details)
s!NELECTRICIANORQUALIFIEDSERVICEPERSONNEL
to ensure a safe and code-compliant
connection to the power source
7. Connect the lathe to the power source.
8. Test run the lathe to make sure it functions
properly.
9. Perform the spindle break-in procedure to
prepare the lathe for operation.
For Cleaning & Assembly
sCotton rags
sMineral spirits
sQuality metal protectant oil
s3AFETYglasses
sWrench or socket 21mm
sWrench or socket 19mm
s&LOORmounting hardware as needed
s0RECISIONLEVEL
sStandard screwdriver #2
-16 -
For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
A
Power Supply
Requirements
PREPARATION
The full-load current is not the maximum
amount of amps that the machine will draw. If
the machine is overloaded, it will draw additional
amps beyond the full-load rating.
Availability
Before installing the machine, consider the
availability and proximity of the required power
supply circuit. If an existing circuit does not meet
the requirements for this machine, a new circuit
must be installed.
To minimize the risk of electrocution, fire,
or equipment damage, installation work and
electrical wiring must be done by an electrician
or qualified service personnel in accordance with
all applicable codes.
Serious injury could occur if you connect
the machine to power before completing the
setup process. DO NOT connect to power until
instructed later in this manual.
Full-Load Current Rating
The full-load current rating is the amperage
a machine draws at 100% of the rated output
power. On machines with multiple motors, this is
the amperage drawn by the largest motor or sum
of all motors and electrical devices that might
operate at one time during normal operations.
If the machine is overloaded for a sufficient
length of time, damage, overheating, or fire may
result—especially if connected to an undersized
circuit. To reduce the risk of these hazards,
avoid overloading the machine during operation
and make sure it is connected to a power supply
circuit that meets the requirements in the
following section.
Circuit Requirements
This machine is prewired to operate on a 220V
power supply circuit that has a verified ground
and meets the following requirements:
Nominal Voltage ...............................220V/240V
power supply circuit includes all electrical
equipment between the main breaker box or fuse
panel in your building and the incoming power
connections inside the machine. This circuit
must be safely sized to handle the full-load
current that may be drawn from the machine for
an extended period of time. (If this machine is
For your own safety and protection of property,
consult an electrician if you are unsure about
wiring practices or applicable electrical codes.
Note: The circuit requirements in this manual
are for a dedicated circuit—where only one
machine will be running at a time. If this
machine will be connected to a shared circuit
where multiple machines will be running at
the same time, consult a qualified electrician to
ensure the circuit is properly sized.
-17-
13" Heavy 13® Gearhead Lathe
PREPARATION
This machine must be grounded! In the event
of certain types of malfunctions or breakdowns,
grounding provides a path of least resistance
for electric current in order to reduce the risk of
electric shock.
Improper connection of the equipment-grounding
wire can result in a risk of electric shock. The
wire with green insulation (with or without
yellow stripes) is the equipment-grounding
wire. If repair or replacement of the power cord
is necessary, do not connect the equipmentgrounding wire to a live (current carrying)
terminal.
Check with an electrician or qualified service
personnel if you do not understand these
grounding requirements, or if you are in doubt
about whether the machine is properly grounded.
If you ever notice that a cord is damaged or
worn, disconnect it from power, and immediately
replace it with a new one.
For Machines Mfg. Since 5/11
Extension CordsGrounding Requirements
We do not recommend using an extension cord
with this machine. If you must use an extension
cord, only use it if absolutely necessary and only
on a temporary basis.
Extension cords cause voltage drop, which may
damage electrical components and shorten motor
life. Voltage drop increases as the extension cord
size gets longer and the gauge size get smaller
(higher gauge numbers indicate smaller sizes).
Any extension cord used with this machine
must contain a ground wire, match the required
plug and receptacle, and meet the following
requirements:
Maximum Length (Shorter is Better) ........... 50 ft.
The power cord and plug specified under Circuit Requirements section on the previous page has
an equipment-grounding wire and a grounding
prong. The plug must only be inserted into a
matching receptacle (outlet) that is properly
installed and grounded in accordance with all
local codes and ordinances (see Figure 9).
GROUNDED
L6-30 LOCKING
RECEPTACLE
Grounding Prong
is Hooked
L6-30
LOCKING
PLUG
Current Carrying Prongs
Figure 9. Typical NEMA L6-30 plug and receptacle.
-18 -
For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
PREPARATION
Unpacking
This item was carefully packaged to prevent
damage during transport. If you discover any
damage, please immediately call Customer
Service at (360) 734-1540 for advice. You may
need to file a freight claim, so save the containers
and all packing materials for possible inspection
by the carrier or its agent.
Inventory
Main Inventory 1: (Figure 10) Qty
A. Steady Rest Assembly (Installed) .................1
B. 10" Faceplate w/D1-5 Camlock Stud Set ...... 1
C. 8" 4-Jaw Chuck w/Combo Jaws (SB1226) ....1
D. 3-Jaw Chuck Key ...........................................1
E. 4-Jaw Chuck Key ........................................... 1
F. Follow Rest Assembly (Installed) .................. 1
Tool Box Inventory: (Figure 11) Qty
G. Tool Box .......................................................... 1
H. Open End Wrench 22/24mm .........................1
I. Open End Wrench 14/17mm .........................1
J. Open End Wrench 10/12mm .........................1
K. Phillips Screwdriver #2 .................................1
L. Standard Screwdriver #2 ............................... 1
M. Hex Wrench 8mm ..........................................1
N. Tapered Spindle Sleeve MT#5-#3 .................1
O. Dead Center MT#3 .........................................1
P. Carbide-Tipped Dead Center MT#3 .............. 1
S. Hex Wrench Set 1.5-10mm ............................ 1
T. Carriage Handwheel Handle .........................1
U. Cross Slide Handwheel Handle ..................... 1
V. Cast Iron Leveling Pads ................................6
A
D
F
E
Figure 10. Main inventory.
G
Q
R
If you cannot find an item on this list, check
the mounting location on the machine or the
packaging materials. Sometimes parts are
pre-installed for shipping, or they become
hidden by packaging materials.
Note: Some inventory components may be
shipped inside of the lathe electrical box. These
items MUST be removed before connecting the
lathe to the power source.
⁄4" Back Plate D1-5 (SB1399) ...................... 1
-19 -
13" Heavy 13® Gearhead Lathe
A
PREPARATION
Cleaning & Protecting
For Machines Mfg. Since 5/11
The unpainted surfaces are coated at the factory
with a heavy-duty rust preventative that
prevents corrosion during shipment and storage.
The benefit of this rust preventative is that it
works very well. The downside is that it can be
time-consuming to thoroughly remove.
Be patient and do a careful job when cleaning
and removing the rust preventative. The time
you spend doing this will reward you with
smooth-sliding parts and a better appreciation
for the proper care of the unpainted surfaces.
lthough there are many ways to successfully
remove the rust preventative, the following
process works well in most situations.
degreasers work extremely well and they
have non-toxic fumes)
s3AFETYGLASSESDISPOSABLEGLOVES
Note: Automotive degreasers, mineral spirits, or
7$sCANBEUSEDTOREMOVERUSTPREVENTATIVE
Before using these products, though, test them
on an inconspicuous area of a painted surface to
make sure they will not damage it.
Avoid chlorine-based solvents, such as
acetone or brake parts cleaner that may
damage painted surfaces. Always follow the
manufacturer’s instructions when using any
type of cleaning product.
with a liberal amount of your cleaner or
degreaser and let them soak for a few
minutes.
3. Wipe off the surfaces. If your cleaner or
degreaser is effective, the rust preventative
will wipe off easily.
Note: To clean off thick coats of rust preventative
on flat surfaces, such as beds or tables, use
A0,!34)#PAINTSCRAPERTOSCRAPEOFFTHE
majority of the coating before wiping it off
WITHYOURRAG$ONOTUSEAMETALSCRAPEROR
it may scratch the surface.)
4. Repeat Steps 2–3 as necessary until clean,
then coat all unpainted surfaces with a
quality metal protectant or light oil to
prevent rust.
-20-
GAS
Gasoline and petroleum
products have low flash
points and can explode
or cause fire if used for
cleaning. Avoid using these
products to remove rust
preventative.
Many cleaning solvents are
toxic if inhaled. Minimize
your risk by only using
these products in a well
ventilated area.
Remove the end gear cover and end gears,
and use a stiff brush with mineral spirits
to clean the rust preventative from the
gears and shafts. DO NOT get any cleaner
or rust preventative on the V-belts, as it
could damage them or make them slip
during operations. If the belts do become
contaminated, replace them.
For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
PREPARATION
LocationLocation
Physical Environment
The physical environment where your machine
is operated is important for safe operation and
longevity of parts. For best results, operate this
machine in a dry environment that is free from
excessive moisture, hazardous or flammable
chemicals, airborne abrasives, or extreme
conditions. Extreme conditions for this type
of machinery are generally those where the
ambient temperature is outside the range of 41°–
104°F; the relative humidity is outside the range
of 20–95% (non-condensing); or the environment
is subject to vibration, shocks, or bumps.
Electrical Installation
Place this machine near an existing power source
that meets the minimum circuit requirements.
Make sure all power cords are protected from
traffic, material handling, moisture, chemicals,
or other hazards. Leave access to disconnect the
power source or engage a lockout/tagout device.
Weight Load
Refer to the Machine Specifications for the
weight of your machine. Make sure that the
surface upon which the machine is placed will
bear the weight of the machine, additional
equipment that may be installed on the machine,
and the heaviest workpiece that will be used.
Additionally, consider the weight of the operator
and any dynamic loading that may occur when
operating the machine.
Space Allocation
Consider the largest size of workpiece that will
be processed through this machine and provide
enough space around the machine for adequate
operator material handling or the installation
of auxiliary equipment. With permanent
installations, leave enough space around
the machine to open or remove doors/covers
as required by the maintenance and service
described in this manual.
Lighting
Lighting around the machine must be adequate
enough that operations can be performed
safely. Shadows, glare, or strobe effects that
may distract or impede the operator must be
eliminated.
Wall
Electrical
Min. 30"
for Maintenance
Keep
Workpiece
Loading Area
Unobstructed
Cabinet
Lathe
Children or untrained
people may be seriously
injured by this machine.
Install machine in an
access restricted location.
54"
38"
(Drawing Not To Scale)
Figure 12. Space required for full range of movement.
79" (SB1049)
90" (SB1050)
-21-
13" Heavy 13® Gearhead Lathe
Lifting & Moving
PREPARATION
5. Position hardwood blocks under each end
of the bed as shown in Figure 13. This
will keep the lifting straps away from the
leadscrew, feed rod, and spindle rod to
prevent bending them during lifting.
(Looking at Lifting Setup from Tailstock End)
Leadscrew
Feed Rod
For Machines Mfg. Since 5/11
To Power Lifting Equipment
Control
Rod
Lifting
Strap
Lathe
Bed
This machine and its parts are heavy! Serious
personal injury may occur if safe moving
methods are not used. To reduce the risk of a
lifting or dropping injury, ask others for help,
and use power equipment and guide rods.
Do not attempt to lift or move this lathe without
using the proper lifting equipment (such as
forklift or crane) or the necessary assistance from
other people. Each piece of lifting equipment
must be rated for at least 25% more than the
shipping weight of your lathe to support dynamic
loads that may be applied while lifting. Refer to
Things You'll Need on Page 16 for details.
To lift and move the lathe:
1. Remove the shipping crate top and sides,
then remove the small components from the
shipping pallet.
2. Move the lathe to its prepared location while
it is still attached to the shipping pallet.
Hardwood Blocks
and Planks
Positioned as
Required to
Prevent Lifting
Straps from
Bending
Leadscrew
Figure 13. Lifting setup to keep straps from bending
leadscrew or rods.
Note: Fasten a center support between the
hardwood blocks so that they will stay
spread apart and in place when lifting (see
the example in Figure 14).
Center
Support
3. Unbolt the lathe from the shipping pallet
4. To balance the load for lifting, move the
tailstock and carriage to the extreme right
end of the bedway, then lock them in place.
Note: Before attempting to move the carriage,
make sure the carriage lock is loose, the half
nut is disengaged, and the power feed is
disengaged (feed selection lever).
-22-
Hardwood
Blocking
Figure 14. Example of blocking center support.
For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
PREPARATION
6. Attach the lifting straps to the power lifting
equipment (see Figure 15 for an example).
Leveling & Mounting
You must level your machine and either use
Use Blocks as Necessary
to Space Straps Away
from Control Rod,
Feed Rod, and Leadscrew
to Prevent Bending when
the Lathe is Lifted
Power Lifting
Equipment
Lifting
Straps
the included foot pads and leveling hardware or
bolt and shim your lathe to the floor. Because
mounting your lathe to the floor with permanent
hardware is an optional step and floor materials
may vary, floor mounting hardware is not
included.
Leveling
Hardwood
Blocking
Figure 15. Example of lathe setup for lifting.
Hardwood
Blocking
7. At each end of the lathe, have assistants
connect guide rods to safely keep the lathe
from swaying or tipping during lifting.
When lifting the lathe with straps, the load
will be top heavy. Take extra care to keep the
load balanced vertically and only lift the lathe
far enough to remove the shipping pallet.
8. Raise the lathe a couple of inches and check
the balance of the load.
— If the load is not safely balanced,
immediately lower the lathe and resolve
the issue before attempting to lift it
again.
For accurate turning results and to prevent
warping the cast iron bed and ways, the lathe
bedways MUST be leveled from side-to-side
and from front-to-back on both ends.
Re-check the bedways 24 hours after
installation, two weeks after that, and then
annually to make sure they remain level.
Leveling machinery helps precision components,
such as bedways, remain straight and flat during
the lifespan of the machine. Components on a
machine that is not level may slowly twist due to
the dynamic loads placed on the machine during
operation.
For best results, use a precision level that
is at least 12" long and sensitive enough to
show a distinct movement when a 0.003" shim
(approximately the thickness of one sheet of
standard newspaper) is placed under one end of
the level.
9. Raise the lathe enough to clear the shipping
pallet, carefully remove the pallet, then
lower the lathe into position.
See the figure below for an example of a high
precision level.
Figure 16. Example of a precision level.
-23-
13" Heavy 13® Gearhead Lathe
PREPARATION
To level the machine, use a precision level to
make sure the bedways are level from side-toside and from front-to-back.
— If using the included leveling pads (see
Figure 17), place them under the six
leveling jack bolt locations, then adjust
the bolts to level the lathe.
Jack Bolts
Pads
Figure 17. Leveling pads and screws.
— If using mounting hardware that does not
allow for adjustment, level the lathe by
placing metal shims between the lathe
base and the floor before bolting it down.
For Machines Mfg. Since 5/11
Assembly
With the exception of the handwheel handles, the
lathe is shipped fully assembled.
To install the handwheel handles, thread the
large handle into the carriage handwheel and the
small handle into the cross slide handwheel, as
shown in Figure 19.
Handwheel
Handles
Figure 19. Handwheel handles installed.
Bolting to Concrete Floors
Lag screws and anchors, or anchor studs
(below), are two popular methods for bolting
machinery to a concrete floor. We suggest you
research the many options and methods for
mounting your machine and choose the best one
for your specific application.
Anchor
Stud
Lag Screw
and Anchor
Figure 18. Common types of fasteners for bolting
machinery to concrete floors.
Most electrical codes require that machines
connected to the power source by fixed
conduit MUST be secured to the floor.
Lubricating Lathe
GEARBOXES MUST
BE FILLED WITH OIL!
OIL MAY NOT BE
SHIPPED WITH MACHINE!
Refer to Lubrication Section
for Correct Oil Type.
The headstock, quick-change gearbox, and apron
oil reservoirs must have the proper amount of oil
in them before the lathe can be operated for the
first time.
Damage caused to the bearings and gears from
running the lathe without oil in the reservoirs
will not be covered under warranty. Refer to the
Lubrication section, beginning on Page 66, for
details on how to check, add oil, and prime the
headstock oil pump.
-24-
For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
PREPARATION
In addition to the reservoirs, we also recommend
that you lubricate all other points on the
machine at this time. This can be accomplished
by following the maintenance schedule on
Page 64.
Note: If this lathe was shipped with oil in the
reservoirs, do not change that oil until after the
test run and spindle break-in procedures.
Adding Coolant
Add the coolant of your choice now. For detailed
instructions on where the coolant tank is located
and how to add fluid, refer to Coolant System Service on Page 71.
Power Connection
2. Thread the power cord through the strain
relief, and up to the master power switch
shown in Figure 20.
Incoming
Power
Strain
Relief
Master
Power
Switch
Electrocution or fire
may occur if machine is
ungrounded, incorrectly
connected to power, or
connected to an undersized
circuit. Use an electrician or
a qualified service personnel
to ensure a safe power
connection.
Once your machine is set up and assembled as
previously described in this manual, it is ready to
be connected to the power source.
Note About Extension Cords: Using an
incorrectly sized extension cord may decrease the
life of electrical components on your machine.
Refer to Extension Cords on Page 18 for more
information.
To connect the power cord to the lathe:
1. Make sure the master power switch is
turned to the OFF position, then open the
electrical cabinet door.
Figure 20. Location to connect power inside main
electrical cabinet.
3. Connect the incoming hot wires to the
upper master power switch terminals, as
illustrated in Figure 21.
To Plug
HotHot
Master
Power
Switch
Figure 21. Power connection at master power switch.
Ground
4. Connect the incoming ground wire to the
ground terminal on the switch bracket, as
illustrated in Figure 21.
-25-
13" Heavy 13® Gearhead Lathe
5. Make sure the power cord and wires have
slack between the strain relief and terminal
connections so that they do not bind, then
tighten the strain relief to secure the cord.
Note: The strain relief must be tightened against
the outer jacket of the cord. Avoid overtightening the strain relief or it may crush
the cord and cause a short.
PREPARATION
For Machines Mfg. Since 5/11
Test Run
After all preparation steps have been completed,
the machine and its safety features must be
tested to ensure correct operation. If you discover
a problem with the operation of the machine or
its safety components, shut the machine down,
disconnect it from power, and do not operate it
until you have resolved the problem.
6. Test the strain relief to ensure it is properly
tightened by pulling the cord from outside
the box with light-to-moderate force. When
the strain relief is properly tightened, the
cord will not move inside the cabinet.
7. Install a NEMA L6-30 plug on the other end
of the power cord per the manufacturer's
instructions.
8. Close and lock the main electrical box door.
9. Connect the plug to the matching receptacle
and power source as specified in Circuit
Requirements on Page 17.
To avoid unexpected start-up of lathe
components, keep the master power switch
turned OFF until instructed otherwise in the
Test Run.
A Troubleshooting section is provided, starting
on Page 84, to assist you with solutions if a
problem occurs or if the lathe does not function
as described in this section.
If you need additional help after reviewing the
troubleshooting section, or you are not confident
troubleshooting the machine on your own,
contact our Tech Support at (360) 734-1540.
To test run your machine:
1. Make sure the master power switch (see
Figure 22) on the rear of the machine is
turned OFF.
Main Power
Switch
-26-
Figure 22. Location of the master power switch.
2. Read and follow the safety instructions
at the beginning of the manual, take all
required safety precautions, and make sure
all previous preparation steps discussed
in this manual have been followed and
completed.
For Machines Mfg. Since 5/1113" Heavy 13® Gearhead Lathe
PREPARATION
3. Clear away all tools and objects used during
assembly, lubrication, and preparation.
4. Make sure that the chuck and jaws, if
installed, are secure (refer to Chuck and Faceplate Mounting on Page 32).
Note: If a chuck is not installed on the lathe, you
do not need to install one for this test.
5. Push the STOP button on the control panel
(see Figure 23), and point the coolant nozzle
into the chip pan.
Power
Light
Note: During the next step, you may need to
use the chuck key rock the spindle back
and forth while attempting to shift so
the gears will mesh. If you do this, be
sure to remove the chuck key afterward.
7. Set the spindle speed to 80 RPM as follows:
a. Move the spindle range lever so the
arrow on the hub points toward the L
(low) label (see Figure 25).
Speed
Lever
Spindle Range
Lever
Coolant
Pump
Switch
Figure 23. Control panel.
Jog
Button
STOP
Button
6. Disengage the quick-change gearbox
by moving the feed range lever to the
neutral (middle) position, as illustrated in
Figure 24.
Feed
Range Lever
Feed Range Lever
Low
:>
Spindle Speed
*
*
"
*
&
"
$
%
"
"
"
$
)
)
$
#
$
)
#
$
"
&
"
'
$
Lever Set to
80 RPM
Spindle Range
Lever Set to LOW
Figure 25. Spindle speed set to 80 RPM.
b. Move the spindle speed lever so that the
80 on its hub is also pointing at the L
label.
Note: You will hear a distinct click when
the spindle speed lever is in the correct
position.
Neutral
High
Figure 24. Feed range lever.
-27-
13" Heavy 13® Gearhead Lathe
PREPARATION
For Machines Mfg. Since 5/11
8. Turn the master power switch on the
electrical cabinet to the ON position.
9. Reset the STOP button by twisting it
clockwise until it pops out. The power lamp
on the control panel should illuminate.
10. To ensure the carriage components do not
unexpectedly move during the following
steps, disengage the half nut lever and feed
selection lever (see Figure 26).
Half Nut
Lever
Feed
Selection
Lever
Spindle
Lever
Disengaged
Cross Slide
Disengaged
Carriage
Halfnut
Lever
Feed Control
Lever
Engaged
— When operating correctly, the machine
runs smoothly with little or no vibration
or rubbing noises.
— Investigate and correct strange or
unusual noises or vibrations before
operating the machine further. Always
disconnect the machine from power when
investigating or correcting potential
problems.
12. Press the STOP button to turn the lathe
OFF, then, without resetting the STOP
button, try to restart spindle rotation. The
spindle should not start.
— If spindle rotation does start with the
STOP button pressed in, the STOP button
safety is not operating correctly. This
safety feature must operate properly
before continuing operation. Use the
spindle lever to stop the lathe, disconnect
it from power, and call Tech Support for
help.
13. Move the spindle lever to the OFF (middle)
position, reset the STOP button by twisting
it clockwise until it pops out, then restart
spindle rotation.
Figure 26. Disengaging carriage components.
11. Start the spindle by pulling the spindle lever
out and moving it down (see Figure 27).
Spindle
Lever
Figure 27. Spindle lever in down (forward) position.
14. Push the foot brake. The spindle should
come to a quick stop.
— If the brake pedal has no effect on the
lathe, push the STOP button, and refer
to Brake & Switch on Page 78 to make
any required adjustments.
-28-
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