Foote-Jones Lubrication manual

Web: www.footejones.comE-mail: [email protected]

Table of Contents L1

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MECHANICAL WARNINGS & CAUTIONS - GEAR DRIVES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L2

ELECTRICAL WARNINGS & CAUTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L3

GEAR DRIVE LUBRICATION & INSTALLATION INSTRUCTIONS - GENERAL . . . . . . . . . . . . . . .L4 TO L8

LINE-O-POWER 800 SERIES SPEED REDUCERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L9

UNI-POWER® 2000 & 4000 HIGH EFFICIENCY DRIVES . . . . . . . . . . . . . . . . . . . . . . . . . . . .L10 TO L18

HELICAL IN-LINE

COMPACT HELICAL PARALLEL

HELICAL BEVEL

HELICAL WORM

HY-POWER™ WORM SPEED REDUCERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L19 TO L20

POWERTORQUE SHAFT MOUNT REDUCERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L21 TO L24

8000 SERIES HEAVY DUTY SHAFT MOUNT & CREW CONVEYOR DRIVES . . . . . . . . . . .L25 TO L29

MAX-POWER PARALLEL SHAFT & SPIRAL BEVEL GEAR REDUCERS . . . . . . . . . . . . . . .L30 TO L35

Lubrication & Installation Instructions

Phone: (605) 225-0360 Fax: (605) 225-0567

Important InformationL2


The following and information is supplied to you for your protection and to provideyou with many years of trouble free and safe operation of your Foote-Jones product.

Read ALL instructions prior to operating reducer. Injury to personnel or reducer failure may be caused by improperinstallation, maintenance or operation.

• Written authorization from Foote-Jones is required to operate or use reducers in man lift or people moving devices.

• Check to make certain application does not exceed the allowable load capacities published in the current catalog.

• Buyer shall be solely responsible for determining the adequacy of the product for any and all uses to whichBuyer shall apply the product. The application by Buyer shall not be subject to any implied warranty of fitness for a particular purpose.

• For safety, Buyer or User should provide protective guards over all shaft extensions and any moving apparatus mounted thereon. The User is responsible for checking all applicable safety codes in his area andproviding suitable guards. Failure to do so may result in bodily injury and/or damage to equipment.

• Hot oil and reducers can cause severe burns. Use extreme care when removing lubrication plugs and vents.

• Make certain that the power supply is disconnected before attempting to service or remove any components. Lock out the power supply and tag it to prevent unexpected application of power.

• Reducers are not to be considered fail safe or self-locking devices. If these features are required, a properly sized, independent holding device should be utilized. Reducers should not be used as a brake.

• Any brakes that are used in conjunction with a reducer must be sized or positioned in such a way so as tonot subject the reducer to loads beyond the catalog rating.

• Lifting supports including eyebolts are to be used for vertically lifting the gearbox only and no other associated attachments or motors.

• Use of an oil with an EP additive on units with backstops may prevent proper operation of the backstop. Injuryto personnel, damage to the reducer or other equipment may result.

• Overhung loads subject shaft bearings and shafts to stress which may cause premature bearing failure and/orshaft breakage from bending fatigue, if not sized properly.

• Test run unit to verify operation. If the unit tested is a prototype, that unit must be of current production.

• If the speed reducer cannot be located in a clear and dry area with access to adequate cooling air supply,then precautions must be taken to avoid the ingestion of contaminants such as water and the reduction incooling ability due to exterior contaminants.

• Mounting bolts should be routinely checked to ensure that the unit is firmly anchored for proper operation.

In the event of the resale of any of the goods, in whatever form, Resellers/Buyers will include the following language in a conspicuous place and in a conspicuous manner in a written agreement covering such sale:

The manufacturer makes no warranties or representations, express or implied, by operation of law or otherwise,as to the merchantability or fitness for a particular purpose of the goods sold hereunder. Buyer acknowledges thatit alone has determined that the goods purchased hereunder will suitably meet the requirements of their intended use. In no event will the manufacturer be liable for consequential, incidental or other damages.

Resellers/Buyers agree to also include this entire document including the warnings and cautions above in a conspicuous place andin a conspicuous manner in writing to instruct users on the safe usage of the product.

This information should be read together with all other printed information supplied by Foote-Jones.

Please Read CarefullyWARNING

WARNING

CAUTION

WARNING

CAUTION

CAUTION


Important Information L3

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The following and information is supplied to you for your protection and to provideyou with many years of trouble free and safe operation of your Marathon Electric product:

• Disconnect power and lock out driven equipment before working on a motor.• Always keep hands and clothing away from moving parts.

• The lifting support on the motor is not to be used to lift the entire machine. Only the motor attacheddirectly to the support may be safely lifted by the support.

• Install and ground per local and national codes.• Discharge all capacitors before servicing a single phase motor.

• Misapplication of a motor in a hazardous environment can cause fire or an explosion and result in seriousinjury. Only the end user, local authority having jurisdiction, and/or insurance underwriter are qualifiedto identify the appropriate class(es), group(s), division and temperature code. Marathon Electric personnel can not evaluate or recommend what motors may be suitable for use in hazardous environments. If a motor is nameplated for hazardous locations, do not operate the motor without all ofthe grease and drain plugs installed.

• Never attempt to measure the temperature rise of a motor by touch. Temperature rise must be measuredby thermometer, resistance, imbedded detector or thermocouple.

• Motors with automatic reset thermal protectors will automatically restart when the protector temperaturedrops sufficiently. Do not use motors with automatic reset thermal protectors in applications where automatic restart will be hazardous to personnel or equipment.

• Motors with manual reset thermal protectors may start unexpectedly after the protector trips when thesurrounding air is at +20°Fahrenheit or lower. If the manual reset protector trips, disconnect motor fromits power supply. After the protector cools (five minutes or more), it can be reset and power may beapplied to the motor.

• Connect all protective device leads, marked P1, P2, etc., per instructions supplied with the motor.

• Operation of a motor at other than its nameplate rating may result in fire, damage to equipment or serious injury to personnel.

• For safety, Buyer or User should provide protective guards over all shaft extensions and any moving apparatus mounted thereon. The User is responsible for checking all applicable safety codes in his areaand providing suitable guards. Failure to do so may result in bodily injury and/or damage to equipment.

• Consult qualified personnel with questions and all electrical repairs must be performed by trained andqualified personnel only.

• For motors nameplated as “belted duty only”, do not operate the motor without belts properly installed.• Motors and/or driven equipment should not be operated faster than their rated speed.• For inverter applications, follow the inverter manufacturer’s installation guidelines.• Make sure the motor is properly secured and aligned before operation.

Please Read Carefully

This catalog is not intended to provide operational instructions. Appropriate Marathon Electric instructions provided with themotor and precautions attached to the motor should be read carefully prior to installation, operation and/or maintenance of theequipment. Injury to personnel or motor failure may be caused by improper installation, maintenance or operation.

WARNING

WARNING

WARNING

CAUTION

CAUTION

CAUTION

In the event of the resale of any of the goods, in whatever form, Resellers/Buyers will include the following language in a conspicuousplace and in a conspicuous manner in a written agreement covering such sale:

The manufacturer makes no warranty or representations, express or implied, by operation of law or otherwise, as to the merchantability or fitness for a particular purpose of the goods sold hereunder. Buyer acknowledges that it alone has determined that the goods purchased hereunder will suitably meet the requirementsof their intended use. In no event will the manufacturer be liable for consequential, incidental or other damages.Even if the repair or replacement remedy shall be deemed to have failed of its essential purpose under Section 2-719of the Uniform Commercial Code, the manufacturer shall have no liability to Buyer for consequential damages.

Resellers/Buyers agree to also include this entire document including the warnings and cautions above in a conspicuous place and in aconspicuous manner in writing to instruct users on the safe usage of the product.This information should be read together with all other printed information supplied by Marathon Electric.

For more information contact: Marathon Electric Manufacturing Corporation, Subsidiary of Regal-Beloit Corporation, 100 E.Randolph St., Wausau, WI 54401 Phone: 715-675-3311 or Fax: 715-675-8030.

Resale of Goods

Phone: (605) 225-0360 Fax: (605) 225-0567

General InstructionsL4


SAFETYRotary equipment is dangerous unless adequately guarded.the user is responsible for complying with all applicablesafety regulations. Adequate safety instructions must begiven by the user to personnel directly responsible for theinstallation, maintenance, and operation of the equipment.The gear unit must not be operated above its service rating.

ATTENTION: Unit should be inspected immediately on receiptof shipment for any indication of rough handling or damage. Anyevidence of this should be reported immediately to the carrierand a claim entered. This may show up as scuffed paint,broken or cracked castings, bent shafts, metal deformation or ashift in alignment of components.

Do not operate if mounted on the ceiling, on awall, or on an incline unless the unit has been specifically modified for such an installation. Special lubrication arrangements must be provided when the mounting is otherthan standard floor mounting on a level, horizontal surface.

INTRODUCTION

IMPORTANT - Read the following instructions carefully and usethem as the basis for proper care of your unit. All tags and bulletins wired to the unit should be carefully read and filed forfuture reference.

STORAGE

NORMAL PREPARATIONPrior to shipment, all gear units are tested with a rust inhibitingoil that covers all interior surfaces. Shaft extensions and external machine surfaces are coated with a drying-film rust-preventive material. These measures constitute the normalpreparation for shipment and for temporary delays during installation, and will provide some protection, for some period oftime, depending on the ambient conditions. Outdoor,unprotected storage is not recommended. The table in thenext column shows approximate storage periods.

* Unit stored on blocks and covered with a tarpaulin in a protected area.

** Dry building with reasonably constant temperature.

PREPARATION FOR LONG-TERM STORAGEIf the storage period provided by normal preparation is not adequate, the gear unit must be prepared for long-term storage.

Protection of gear units against corrosion of internal surfacesduring long-term storage is best accomplished by submergingthe internals in oil and limiting the entry of air into any remainingspace over the oil. The major problem in the preparation of the

units is to prevent leakage of the oil, which would (1) lower theoil level and leave surfaces exposed and (2) contaminate thestorage area. Despite careful preparation by the manufacturer,some oil seepage can be expected. The gear unit should belocated in the storage area so as to avoid damage to otherequipment and the surroundings.

It is preferable that long-term preparation be done at the factorybut, if this is not possible, the following procedure is recommended:

1. Place the gear unit on wooden blocks.

2. Tighten all bolts on the housing and all pipe connectionssuch as plugs, standpipes, dipstick caps, and heaters.Replace the breather with a pressure-relief valve having a 1PSI setting.

3. Clean the outside diameter surfaces of the bearing coversand the adjacent surfaces of the bearing blocks with solvent. Apply a fillet of adhesive sealant such as GeneralElectric RTV-102 around the junction of these surfaces.

4. All exposed unpainted parts such as shafts should becoated thoroughly with a corrosion preventative compound,solvent cut back type, leaving a firm film. Use Nox Rust No.369 (Daubert Chemical Co.) or equivalent.

5. Completely fill the gear unit with the type of lubricant specified for operation, and tighten the fill-hole plug.

6. Protect other Buyer’s or Seller’s vendor-furnished items inaccordance with the manufacturer’s recommended storageprocedures.

7. Cover the gear unit with tarpaulins.

8. It is recommended that the input shaft of every reducer berotated once a month enough turns to produce one complete turn on the output shaft to prevent Water Etchingor False Brinelling of the bearings and seizure of theElastomeric Seal Lip Material on the shaft.

PROTECTION OF ASSOCIATEDEQUIPMENT IN STORAGE

COUPLINGSFill with recommended lubricant. Coat the external surfaceswith heavy grease. Wrap plastic film around the coupling andtape the plastic to the shaft.

BACKSTOPRemove the outer half of the backstop guard. While rotating thebackstop, squirt a rust inhibiting oil such as Mobilarma 523(Mobil Oil Company) into every open pinhole in the backstophousing in a manner that will saturate every component in thebackstop assembly. Replace the backstop guard. Wrap plasticfilm around the backstop and tape the plastic to the shaft and tothe endbell snout.

APPROXIMATE STORAGE PERIODSType of

Preparation Outdoor* Indoor**

Normal 2 Months 6 Months

Long Term 12 Months 24 Months

CAUTION

WARNING


General Instructions L5

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CHAIN DRIVESRemove the chain from the drive, roll it up, coat it with grease,and wrap it in plastic film. Coat the sprockets with a firm film ofa corrosion-preventative compound such as Mobilarma 633.BELT DRIVESRemove the belt from the sheaves and wrap it in plastic film.Coat the sheaves with a firm film of a corrosion preventive compound such as Mobilarma 633.

MOTORSRefer to instructions on storage protection provided by the motormanufacturer. The bearings are usually prelubricated. Refer tomotor manufacturer for relube period. Use protective cover tokeep out water.

INSTALLATION

SAFETYIt is the purchaser’s responsibility to determine the applicablelocal and national safety codes related to speed reducers for thespecific installation involved. Shaft guarding and noise levelrequirements particularly should be checked, and any requirements involving the reducer clearly specified.

PREPARING THE GEAR UNITFOR INSTALLATION

Just prior to installation, remove the protective coatings andtouch up any rust spots. If the unit was filled with oil suitable foroperation under ambient conditions, it can be drained down tothe recommended operating level. If the oil is not suitable foroperation, the unit must be drained and refilled to the recommended level with the grade and type of oil shown on thenameplate for the ambient temperature. Reinstall the breather.

Inspect the seal lips carefully. While in storage, they may havedeteriorated, the seal will not perform satisfactorily, and must bereplaced.

FOUNDATIONThe gear unit should be mounted on a rigid foundation such asa reinforced concrete pad, a base plate, or a steel structure. Aninadequate foundation will permit misalignment under loadwhich may result in noise or overloading of elements in the drivetrain.

Install broad, flat metal shims under the feet to level the gear unitand to align it with the motor and the driven equipment. Afterbolting the gear unit in place, recheck the alignment; it may benecessary to modify the heights to the shim packs to compensate for the effect of torquing the foundation bolts.

Do not mount the gear drive on ceiling, on awall, or on an incline unless the unit has been specifically modified for such an installation. Special lubrication arrangements must be provided when the mounting is otherthan standard floor mounting on a level, horizontal surface.

SHAFT CONNECTIONSWHEN GEARING, BELTS OR CHAINS are used to connect the

gear unit to the prime mover or driven equipment, the pinion,sheave, or sprocket should be mounted on the shaft as closelyas possible to the bearing cover to minimize shaft deflection andbearing load. Check the overhung loads to be certain that theydo not exceed the catalog ratings and that the points of application are not outboard of the bearing cover by more thanone shaft diameter. If the overhung load is more than one shaftdiameter outboard of the bearing cover, the catalog rating will be reduced. Refer to appropriate catalog section, to determinethe actual overhung-load rating, or consult the factory.

For satisfactory performance of belt drives and chain drives,sheaves and sprockets must be properly aligned. A straight-edge laid across the sides of sheaves and sprockets, as shownbelow, will facilitate below.

EXTERNAL GEARING must be adjusted for proper backlash,face centering, and alignment. Backlash can best be checkedwith a feeler gauge. Face centering can be gauged satisfactorily by eye–the wider member (usually the pinion)should extend beyond the narrower member approximatelyequally on both sides. Alignment can be checked by blueing theteeth, running the drive under load, and noting the contact pattern. Contact should be symmetrical about the center of thegear face; corner contact is unacceptable. Face pattern andcontact pattern are illustrated below. If the gear unit is to be coupling-connected to the prime mover or the driven equipment,

or both, flexible couplings must be used. Rigid couplings are notsuitable. Flexible couplings can compensate for reasonableamounts of misalignment but it is good practice to maintain goodalignment between the gear unit and the connected equipment.It is also necessary to adjust the location of the connectedequipment relative to the gear unit to provide the coupling gap(endwise clearance) between shafts that is recommended bythe coupling manufacturer.

CAUTION

IDEAL CONTACTPATTERN

GEAR-FACECENTEREDON PINION

Phone: (605) 225-0360 Fax: (605) 225-0567



Coupling alignment errors are of two kinds; angular misalignment and parallel misalignment. Satisfactory alignmentof the two shafts is easier to achieve if angular misalignment iscorrected first.

Angular misalignment is illustrated below. It is most easilycorrected using a feeler gauge equal in thickness to the recommended coupling gap. When good angular alignmenthas been obtained, the gap measurement at points A, B, C andD will be all equal.

Parallel misalignment is illustrated below. It is corrected in thehorizontal direction by shifting one of the two connected unitssideways and in the vertical direction by shimming. When goodparallel alignment has been obtained, a straight edge at pointsA, B, C and D will simultaneously contact the outer surfaces ofboth coupling hubs.

After parallel misalignment has been corrected, it isrecommended that the angular alignment be rechecked andreadjusted as indicated.

The fit of a coupling hub, pinion, sprocket, or sheave on a gear-unit shaft will range from loose to heavy interference.Heavy hammer blows must never be used to mount any ofthese components on the shaft because the bearings in thegear unit may be damaged. If the component at the ambienttemperature cannot be mounted with light tapping, it must beexpanded by heating until it can. Heating will also facilitate theremoval of these components, reducing the likelihood of damaging the gear unit.

When mounting heated components on a gear-unit shaft, take care to protect the oil seal from heat damage. Use wet rags or an air hose to cool the shaft.

Do not overfill; a high oil level will generate heatthrough churning. To ensure proper lubrication of all movingparts, do not underfill or let the oil level drop more than 1/4 inchbelow the indicated level.

The initial oil fill should be changed after two weeks of operation. Thereafter, the oil should be changed every sixmonths under normal operating conditions.

ANGULARMISALIGNMENT

COUPLINGGAP

PARALLELMISALIGNMENT

CAUTION

CAUTION

OPERATIONSTART-UP1. After the installation has been completed, but

before the initial startup, the following checks should bemade.

A. Verify the rating of the reducer, (indicated on the name-plate and certified print) to be sure the service rating,RPM or speed range, thermal rating, and any overhungor thrust loading are not exceeded in actual operation.

B. Make sure reducer is filled with the correct lubricant tothe proper level. Too much oil in the reducer causeschurning and excessive heat generated by fluid friction.Likewise, an insufficient amount of oil will make thereducer operate at higher temperatures.

Make sure all oil passages are clear and permit free flowof the lubricant. Refer to section of this bulletin on lubrication and/or the nameplate affixed to the reducer.

C. On vertical units, check grease fittings for lubrication(unit shipped without grease in the L.S. bearings).

D. Lubricate couplings with manufacturer’s recommendedlubricant.

E. If backstop is used make sure it is filled to the oil levelmark with the proper lubricant.

F. Fan - On units equipped with a fan check the air supplyfor proper fan circulation. Avoid high surrounding ambienttemperatures,

2. Check for free rotation of all elements. In many cases, theinput shaft of the reducer can be turned by hand even witha connected load.

3. Check all bolts and capscrews to make sure they are tight.(See Fig. on Page 6)

4. Check belts and/or chains for proper tension.

5. After energizing motive power, if any undue noise occurs,shut off power immediately.

6. Observe temperature rise. This may take up to two hours tostabilize. In some instances depending on ratio, size andinput speed the temperature in the oil sump may rise asmuch as 100° F (55.6° C) above the ambient. Actual operating temperature will vary with the reducer size, ratio,type and operating conditions. Under no circumstancesshould the oil bath temperature exceed 200° F (93.3° C). Ifthis should occur, consult the factory. The housing and shaftadjacent to the high speed seal may show temperatures significantly above 200° F (93.3 C). This will diminish as theseal and shaft sealing area wear in. Application of oil at thisarea during the break-in period will help in assisting thisprocess.

Many times the reducer temperature isjudged by the touch of hand and may be considered to bequite hot. The only positive method is to use a surface temperature measuring instrument such as a Pyrocon or byusing a thermometer directly in the oil bath,

7. Bearings can produce localized heating from crampingeither radial or axial. Check for insufficient end play.

8. Do not operate this unit beyond its servicerating as any failure resulting could cause damage to property or life and limb.

9. The system of connected rotating parts mustbe free from critical speed, torsional or other type vibration,no matter how induced. The responsibility for this systemanalysis lies with the purchaser of the speed reducer.

MAINTENANCE CHECK POINTS

For optimum protection and preventative maintenance it is recommended that the reducer be inspected daily. Points tocover are:

1. OIL LEAKAGE at oil seal, housing split, bearing cap shims,pipe fittings. Tighten housing bolts, bearing cap bolts andpipe fittings and/or replace oil seal if leakage is sufficient tocause rapid drop in oil level. It may be necessary to addsealant between bearing cap shim packs and the housing.

2. OIL LEVEL - Any undue drop in oil level is an indication ofoil leakage from some point on the reducer and should becorrected. If backstop is used, check oil level also.

3. TEMPERATURE - Check the actual temperature of the oilbath, gear case, and shafts at various points. This should bedone after the unit has been in operation at least two hours.The average oil bath temperature is 140° F (60° C), however, the range can vary from 100° F to 200° F (37.8° to93.3° C). Bearings can produce localized heating fromcramping either radial or axial. Check for insufficient endplay. Any undue rise in temperature above that normallyencountered and not accountable for by a rise in the ambient should be investigated. Low oil level, abnormalloading, thickening of lubricant, bearing seizure are possiblesources. If in a particular bearing, the heat would be localized in the housing area adjacent to the bearing.

4. SOUND LEVEL - A sudden change in the sound level is apossible indication of low oil level, undue thinning out oflubricant, abnormal loading, worn coupling or deteriorationof internal parts.

Noise is usually difficult to isolate because sound can travelthroughout the entire drive system. A noise can be pin-pointed to a specific area by determining its approximatefrequency and if it is at accurate regular intervals.

CAUTION

CAUTION

CAUTION

CAUTION


General Instructions L7

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Phone: (605) 225-0360 Fax: (605) 225-0567



5. LUBRICANT CONDITION - A change of color in the oil orthickening or unexplainable corrosion of internal parts is anindication that it has deteriorated and should be changed.

6. LOADING - Periodic load checks are valuable in makingsure that reducer rating is not exceeded.

7. OIL BREATHER - Must be kept clean,

8. VIBRATION - A change in the vibration normally associatedwith the system can indicate worn couplings or internalreducer parts.

9. DIRT ACCUMULATION - Any undue accumulation of dirt onthe reducer or in fan components where fans are used willaffect proper cooling of the unit.

10. GREASE LUBRICATE - Grease should be applied once amonth to the Alemite fitting on the L.S. bearing caps until itescapes from the Alemite relief fitting on the opposite side ofthe cap or from the outer seal lip, or from the labyrinth. Usesa good Lithium base grease (NLGI No. 2 consistency).

11. COUPLINGS - If noisy, check for lubrication.

12. REPAIR PARTS - Keep recommended spare parts, oil seals,and bearings on hand to reduce down time.

FOOD AND DRUG INDUSTRY

Some operations in the Food and Drug Industry require speciallubrication considerations in view of possible toxicity from contamination by the oil or grease used in the equipment. SomeEP products contain Lead Naphthenate, Phosphorus, orChlorine which are toxic and could be harmful.

In the Food (including animal food) and DrugIndustry, consult the petroleum supplier for recommendation oflubricants which are acceptable to the Food and DrugAdministration and/or other authoritative bodies having jurisdiction.

COUPLINGS

Each coupling shipped with a reducer is tagged with a list of theproper lubricants and an outline of the correct lubrication practice to follow. They should be relubricated at regular intervals and not allowed to go dry.

BREATHER

Each unit is equipped with a breather. This should be cleaned atintervals to insure that it is working.

CAUTION


Lubrication L9

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TABLE 1AGMA LUBRICANT NUMBERS FOR

CONCENTRIC SHAFT REDUCER, COUPLED GEARMOTOR & GEARMOTORHELICAL AGMA LUBRICANT NUMBER

GEAR REDUCERS BY AMBIENT TEMPERATURE15 - 60 DEGREES F 50 - 125 DEGREES F

NORMAL HEAVY NORMAL HEAVYSERVICE DUTY SERVICE DUTY

820 - 827831 - 837 4 4 EP 5 5 EP843 - 847

TYPE

SIZE

SL, VSL,P, K, L, VL, GM,CVC

Where the lubricant contains lead naphthenate (an EP additive) the reducer oil sumptemperature should not exceed 160°F (70°C).

TABLE 3

APPROXIMATE OIL CAPACITY (GALLONS)

UNIT GEARMOTORREDUCER AND

SIZE COUPLED GEARMOTORSTD. LEVEL L.S. LEVEL VGM LEVEL STD. LEVEL L.S. LEVEL VSL LEVEL

821 .8 1.0 1.9 .8 1.0 1.9822 1.1 1.3 2.0 1.1 1.3 2.0823 2.1 2.5 4.5 2.1 2.5 4.5824 2.8 3.8 7.5 2.8 3.8 7.58245 3.7 5.9 7.5 3.7 5.9 7.5825 5.5 7.8 16.3 5.5 7.8 16.38255 8.4 12.0 18.5 8.4 12.0 18.5826 11.0 16.0 25.0 11.0 16.0 25.08265 – – – 30.0 40.0 –827 – – – 40.0 50.0 –831 – 1.4 1.9 – 1.4 1.9832 – 1.6 2.0 – 1.6 2.0833 – 3.2 4.5 – 3.2 4.5834 – 4.6 7.5 – 4.6 7.58345 – 6.3 9.7 – 6.3 9.7835 – 10.2 16.3 – 10.2 16.38355 – 14.5 18.5 – 14.5 18.5836 – 20.5 25.0 – 20.5 25.08365 – 26.0 – – 26.0 –837 – 35.0 – – 35.0 –843 – 3.6 4.5 – 3.6 4.5844 – 5.1 7.5 – 5.1 7.58445 – 7.5 9.7 – 7.5 9.7845 _ 11.0 16.3 – 11.0 16.38455 – 15.3 18.5 – 15.3 18.5846 – 21.0 25.0 – 21.0 25.08465 _ 47.0 – – 47.0 _847 – 59.0 – – 59.0 –

NOTE: WITH OUTPUT SHAFT SPEED OF 68 RPM OR LESS, THE LOW SPEED LEVEL (HIGH OIL LEVEL) SHOULD BE USED, DATAAPPLIES TO HORIZONTAL FLOOR MOUNTED GEARMOTORS AND REDUCER MODELS.

* FOR VERTICAL UNITS (LOW SPEED DOWN), USE THE HIGH OIL LEVEL PLUG.

These are approximate amounts. Always fill your speed reducer to the oil level indicator for proper lubrication.

The vertical flange mounted drive has a grease fitting at the bottom of the housing at the output shaft. Re-grease with NLFI No. 2 consistencyLithium Base grease at three month intervals.

The seals at the shaft extensions should be purged periodically with NLGI No. 2 Lithium Base grease. Using a hand gun, pump grease into thefitting until the grease forced out around the shaft is clean. Pump slowly to avoid forcing grease past the lip seal and into the gear unit.

CAUTION

LINE-O-POWER™

LUBRICATION

Gear units areshipped without oil.

Before startup, fill the unit to theindicated level with the grade andtype of oil shown on the nameplatefor the ambient temperature range.

Suitable oils are listed in this manual. If the unit will be operatedat ambient temperatures outsidethe range shown on the name-plate, consult the factory for recommendations.

CAUTION

Phone: (605) 225-0360 Fax: (605) 225-0567

UNI-POWER™ 2000 & 4000 High Efficiency DrivesL10


Uni-Power 2000 & 4000 HIGH EFFICIENCYHELICAL IN-LINE,

COMPACT HELICAL PARALLEL,HELICAL BEVEL, and HELICAL WORM

GEAR DRIVES LUBRICATION

IMPORTANT SELECTION INFORMATION

Check to verify that the application does not exceed the capacities published in the current catalog, and printed on thegear unit name plate. All capacity ratings are based on properapplication of AGMA Service Factors listed in the current catalog.

All Uni-Power 2000 & 4000 HIGH EFFICIENCYgearmotors and gear reducers are supplied with the correctquantity of lubricating oil for the mounting position specified attime of order.

BEFORE INSTALLATION

Review the approved mounting positions and lubrication levelsidentified in Figures HI1 & HI2, CPS1, HB1, or HW1 & HW2. Donot deviate from the mounting positions or lubrication levelsshown without contacting the factory.For transportation, the units are supplied as sealed gearcases.In place of the breather plug, a pipe plug is installed. Thebreather plug accompanies the unit in the lubrication instructions and hardware envelope.

BEFORE OPERATING

After final installation, install the breather plug in the locationsspecified in Figures HI1 & HI2, CPS1, HB1, or HW1 & HW2 forthe appropriate mounting position.After installation, the actual mounting position should be confirmedagainst the mounting position shown on the gear reducer name-plate. Adequate lubrication is only guaranteed if the unit ismounted in the specific nameplated mounting position.

If the mounting position is changed, the oil quantity must be adjusted to obtain the proper oil level per theLubrication Instruction enclosed with each unit. Mounting position must be one shown in Figures HI1 & HI2, CPS1, HB1,or HW1 & HW2. Consult the factory if you are not certain of thecorrect oil level or quantity. Consult the factory for mountingpositions not shown.

VARIATIONS FROM NORMAL CONDITIONS

Input speeds that exceed the maximum speeds recommendedfor a given ratio, which are listed in the general catalog specifications, may require an adjustment in the oil level.Consult Foote-Jones for special lubricant recommendationswhen operating at higher speeds.

Do not use GL-90, 75W-90 or other extreme pressure (EP) lubricants containing friction modifiers such asgraphite or molybdenum disulfide in gear drives containing internal backstops. Lubricants with EP additives may producecoatings which adversely affect operation of the backstop. Injuryto personnel, damage to the reducer or other equipment mayresult.

Uni-Power 4000 HIGH EFFICIENCYHELICAL IN-LINE GEAR DRIVES

LUBRICATION

QUAD REDUCTION UNITS

The primary and secondary units are independent units, with separate fill, vent, level and drain holes.Use the double reduction drawings in Figures HI1 & HI2 for themounting positions and lube hole locations. The mounting position designation is based on the secondary unit, which canbe foot mount or flange mount. The primary unit is always flangemount type.

The clear sight glass plug should be installed inthe proper oil level hole. The oil level is correct when the surfaceof the oil is at the center of the plug. When a solid plug is provided for the oil level, the oil level is correct when the surfaceof the oil is level with the lowest point of the level plug, shown inFigures HI1 & HI2, for the appropriate mounting position.

CHANGING LUBRICANT

After the first 100 hours of operation, drain outinitial oil, flush out the helical in-line gear case with an approvednonflammable, non-toxic solvent, such as Lubriplate Syn Flush,Lubriplate Pure Flush, Whitmore’s Flushing Oil (#06802030) orMedallion™ Flushing Oil Kosher (#06812010), and refill.Thereafter, oil should be changed at least every 7,500 operatinghours (15,000 for synthetic oil lubricant) or every 18 months (36months for synthetic oil lubricant) — whichever occurs first.

INPUT BEARING GREASE

The outer bearing on shaft input models of HelicalIn-Line Gear Drives is grease lubricated at the factory andsealed with a Nilos Ring for operation in all mounting positions.Pump 3 pumps of grease into the grease zerk after every 3000hours of operation, to lubricate the bearing and input seal.

CAUTION

WARNING

CAUTION

CAUTION

CAUTION

CAUTION

CAUTION

FOOT MOUNT DOUBLE REDUCTION

B3 - Standard Floor

B7 - RH Wall

B6 - LH Wall

GEARMOTOR &MOTORIZED REDUCER

B8 - Ceiling

V5 - Vertical Down

BREATHER

4082-4102

SHAFTINPUT

GEARMOTOR &MOTORIZED REDUCER

SHAFTINPUT

B8 - Ceiling

V5 - Vertical Down

LEVEL

V5 - Vertical Down

FILLER/BREATHERFILLER

V5 - Vertical Down

DRAIN GREASE ZERK

4043-4073

B3 - Standard Floor

B7 - RH Wall

B6 - LH Wall

4042-4072

B3 - Standard Floor B3 - Standard Floor

FOOT MOUNT TRIPLE REDUCTION

4082-4102

4083-4103

4083-4103

4043-4073

40924102

(4092-4102 SHAFT INPUT)

4042-4072

40924102(OPPOSITESIDE)

(OPPOSITE SIDE)

4082(OPPOSITESIDE)

4082(OPPOSITESIDE)

FIGURE - HI 1 HELICAL IN-LINE MOUNTING POSITION, FILL, LEVEL AND DRAIN LOCATIONS


High Efficiency Drives L11

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UNI-POWER™ 4000

Phone: (605) 225-0360 Fax: (605) 225-0567

Application InformationL12


UNI-POWER™ 4000 High Efficiency Drives

BREATHER FILLER DRAINFILLER/BREATHER LEVEL GREASE ZERK

GEARMOTOR & MOTORIZED REDUCER SHAFT INPUT

FLANGE MOUNT TRIPLE REDUCTIONGEARMOTOR & MOTORIZED REDUCER SHAFT INPUT

FLANGE MOUNT DOUBLE REDUCTION

B5 - HorizontalB5 - Horizontal

V1 - Vertical Down V1 - Vertical Down

4043-4073

B5 - HorizontalB5 - Horizontal

V1 - Vertical Down V1 - Vertical Down

4043-40734083-4103 4083-4103

4042-4072 4042-40724082-4102

4082-4102

40924102

40924102

(4092-4102 SHAFT INPUT)

FIGURE - HI 2 HELICAL IN-LINE MOUNTING POSITION, FILL, LEVEL AND DRAIN LOCATIONS

Uni-Power® 2000 HIGH EFFICIENCYCOMPACT HELICAL

PARALLEL GEAR DRIVESLUBRICATION

QUIN REDUCTION UNITS

The primary and secondary units are independentunits, with separate fill, vent, level and drain holes. Use theFigure CPS1 for the mounting positions and lube hole locationsfor the secondary unit. The primary unit is a Helical In-Linedrive. Refer to the Helical In-Line Lubrication and Installationinstructions for the primary unit.

The oil level is correct when the surface of the oilis level with the lowest point of the level plug, shown in FigureCPS1, for the appropriate mounting position.

CHANGING LUBRICANT

After the first 100 hours of operation, drain out initial oil, flush out the compact helical parallel gear case with anapproved nonflammable, non-toxic solvent, such as LubriplateSyn Flush, Lubriplate Pure Flush, Whitmore’s Flushing Oil(#06802030) or Medallion™ Flushing Oil Kosher (#06812010),and refill. Thereafter, oil should be changed at least every 5,000operating hours (10,000 for synthetic oil lubricant) or every 12months (24 months for synthetic oil lubricant) — whichever occursfirst.


UNI-POWER™ 2000 & 4000 High Efficiency Drives L13

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Model Mounting Unit Size (Foot or Flange Mount)Type Position 4032 4042 4043 4062 4063 4662 4663 4072 4073 4082 4083 4092 4093 4102 4103

C-Frame B3, B5 1 2 1.6 4.1 3.3 6.1 4.3 8.1 6.8 11.6 16.9 29.6 22.5 39.4or Floor

Gearmotor B81.8 2 3 4.2 5.2 5.9 7.4 7.6 11.4 11.8 20.1 20.3 28.4 29.0Models Ceiling

(FI40XXE)(FI40XXG) B6, B7 1.5 1.7 2.3 3 4.2 4.3 6.1 5.5 10.1 10.1 19.6 19.6 25.5 25.5Wall

V5, V11.4 2.8 2.5 4.7 4.0 7.1 5.5 9.5 10 15.8 13.6 21.7 19.4 30.0Vertical

Shaft B3, B5 1 2 1.6 4.1 3.3 6.1 4.3 8.1 6.8 11.6 16.9 29.6 22.5 39.4Input Floor

Models(FI40XXA)

B8 2.2 2.2 3.1 4.3 5.4 6.4 7.8 8.6 13.2 12.9 23.3 22.3 33.3 31.0(FI40XXC)

Ceiling

B6, B71.6 1.9 2.4 3.1 4.2 5.1 6.1 7.1 11 10.8 21.6 20.6 30.0 26.5Wall

V5, V11.4 2.8 2.5 4.7 4.0 7.1 5.5 9.5 10 15.8 13.6 21.7 19.4 30.0Vertical

APPROXIMATE OIL CAPACITIES (PINTS) HELICAL IN-LINE DOUBLE AND TRIPLE REDUCTION

Perman-

ently

Grease

Lubed

Perman-

ently

Grease

Lubed

Approximate Oil Capacities (Pints) Helical In-Line Quad ReductionQuad reduction units are compound units, and the primary and secondary units are filled separately. Refer to the modeltable below and use the oil capacities in the table above.

APPROXIMATE OIL CAPACITY (PINTS)COMPACT HELICAL PARALLEL

MODEL MOUNTING POSITIONB3 B3 I B6 B6 II V5 V6

FP2030 2.1 2.4 2.1 1.5 2.8 2.6FP2040 3.2 3.6 3.0 2.4 4.0 3.9FP2060 6.2 6.8 5.7 4.3 8.0 8.0FP2070 12.8 13.3 10.8 9.2 17.2 15.5

Unit Size 4064 4664 4074 4084 4094 4104

Primary Unit Size 4042 4042 4062 4072 4082 4082 (use primary oil capacities for desired Input type)

Secondary Unit Size 4062 4662 4072 4082 4092 4102 (use secondary oil capacities for C-Frame Input)

CAUTION

CAUTION

CAUTION

Phone: (605) 225-0360 Fax: (605) 225-0567




VENT LOCATION

OIL LEVEL

DRAIN PLUG

L

R

V6 V6 I

L

R

V5 I

R

V5

L

R

L

R

B3

L

R

B6 I

L

B3 I

LR

R

B6

L

B8

LR

B6 II

LR

RL

B8 I

FIGURE - HB1

HELICAL BEVEL MOUNTING POSITIONS

COMPACT HELICAL PARALLEL GEAR DRIVES MOUNTING POSITIONS

FIGURE - CPS 1

Uni-Power® 2000 HIGH EFFICIENCYHELICAL WORM GEAR DRIVES

LUBRICATION

QUAD REDUCTION UNITS

The primary and secondary units are independent units, with separate fill, vent, level and drain holes.Use the double reduction drawings in Figure HW1 for the mounting positions and lube hole locations for the secondaryunit. The primary unit is a Helical In-Line drive, which requires adifferent lubricant from the Helical-Worm secondary unit. Referto the Helical In-Line Lubrication and Maintenance Instructionsfor the primary unit.

The oil level is correct when surface of the oil islevel with the lowest point of the level plug shown in FiguresHW1 & HW2.

CHANGING LUBRICANT

After the first 200 hours of operation, drain outinitial oil, flush out the helical worm gear case with an approvednonflammable, non-toxic solvent, such as Lubriplate Syn Flush,Lubriplate Pure Flush, Whitmore’s Flushing Oil (#06802030) orMedallion™ Flushing Oil Kosher (#06812010), and refill.Thereafter, oil should be changed at least every 2,500 operatinghours (5,000 for synthetic oil lubricant) or every 6 months (12months for synthetic oil lubricant) — whichever occurs first.


UNI-POWER™ 2000 High Efficiency Drives L15

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Uni-Power® 2000 HIGH EFFICIENCYHELICAL BEVEL GEAR DRIVES

LUBRICATION

QUIN REDUCTION UNITS

The primary and secondary units are independentunits, with separate fill, vent, level and drain holes. Use the triplereduction drawings in Figure HB1 for the mounting positions andlube hole locations. The mounting position designation is basedon the secondary unit, which can be foot mount or flange mount.The primary unit is always flange mount type.

The clear sight glass plug should be installed in theproper oil level hole.The oil level is correct when the surface of theoil is at the center of the plug. When a solid plug is provided for

the oil level, the oil level is correct when the surface of the oil islevel with the lowest point of the level plug, shown in Figure HB1,for the appropriate mounting position.

CHANGING LUBRICANT

After the first 100 hours of operation, drain out initial oil, flush out the helical bevel gear case with an approvednonflammable, non-toxic solvent, such as Lubriplate Syn Flush,Lubriplate Pure Flush, Whitmore’s Flushing Oil (#06802030) orMedallion™ Flushing Oil Kosher (#06812010), and refill.Thereafter, oil should be changed at least every 5,000 operatinghours (10,000 for synthetic oil lubricant) or every 12 months (24months for synthetic oil lubricant) — whichever occurs first.

Mounting PositionModel Unit B3 and B6 I* B3 I and B6 II B6 and B8 I V5 and V5 I V6 and V6 I B8

FB2065A Primary 1.9 2.5 Consult Factory 1.6 1.6 2.2Secondary 2.4 7.2 Consult Factory 5.5 5.7 6.0

FB2065E Primary 1.0 1.4 Consult Factory 1.5 1.5 1.8Secondary 2.4 7.2 Consult Factory 5.5 5.7 6.0





APPROXIMATE OIL CAPACITIES (PINTS) HELICAL BEVEL QUIN REDUCTION

Quin reduction units are compound units. The primary and secondary units are filled separately. Refer to the modeltable below and use the oil capacities shown.

*Refer to FIG. HB1 for mounting positions.

APPROXIMATE OIL CAPACITIES (PINTS) HELICAL BEVEL TRIPLE REDUCTION

Mounting PositionModel B3 and B6 I* B3 I and B6 II B6 and B8 I V5 and V5 I V6 and V6 I B8

FB2043A or E 1.3 3.5 Consult Factory 2.6 2.7 2.9FB2063A or E 2.4 7.2 Consult Factory 5.5 5.7 6.0FB2073A or E 3.6 10.8 Consult Factory 8.3 8.6 9.0FB2083A or E 6.7 20.1 Consult Factory 15.4 16.1 17.4FB2093A or E 15 37.8 Consult Factory 29.0 30.3 32.7

CAUTION

CAUTION

CAUTION

CAUTION

CAUTION

CAUTION

Phone: (605) 225-0360 Fax: (605) 225-0567




CONSULT FACTORYREQUIRES MODIFIED UNIT


V6 I

B8

V6

B8 I

B6B3 I

B6 II

V5 IV5

B6 I

B3

L

R

L

R

R

L

R

L

LR

L R

R LRL

L R

LR

RL

VENT LOCATION

OIL LEVEL

DRAIN PLUG

(GEARMOTORS)

(GEARMOTORS)

(SHAFT & QUILLINPUT UNITS)

(SHAFT & QUILLINPUT UNITS)



V6 I

B8

V6

B8 I

B6B3 I

B6 II

V5 IV5

B6 I

B3

L

R

L

R

R

L

R

L

LR

L R

RL

L R

RL

VENT LOCATION

OIL LEVEL

DRAIN PLUG

FIGURE - HW1

FIGURE - HW2

HELICAL WORM DOUBLE REDUCTION MOUNTING POSITIONS

HELICAL WORM TRIPLE REDUCTION MOUNTING POSITIONS

Uni-Power® 2000 HIGH EFFICIENCYHELICAL IN-LINE GEAR DRIVES

INSTALLATIONFLANGE MOUNT UNITS

If coupling to shaft, there must be concentricity between thedriven shaft and the machine register that accepts the mountingflange pilot to prevent misalignment. Flexible couplings are recommended to minimize excessive bearing and shaft loadingcaused by misalignment. Follow coupling manufacturer’s installation directions

Uni-Power® 2000 HIGH EFFICIENCYHELICAL IN-LINE, COMPACT HELICAL

PARALLEL, HELICAL BEVEL, and HELICAL WORM GEAR DRIVES

INSTALLATION

The lifting eye included on this drive is to be usedto vertically lift the drive only and no other associated attachments or motors.

For high momentum loads, if coasting to a stop is undesirable, a braking mechanism should be applied to thereducer output or driven mechanism.

MOTORS

Check to be certain that the voltage range specified on the motor corresponds to the supply voltage.Follow the motor manufacturer’s wiring instructions, and adhereto all local electrical codes.Run the motor to check the direction of rotation. Follow themotor manufacturer’s instructions for reversing direction of rotation.

MOUNTING

Mount the unit to a rigid flat surface using grade 5 or higher fasteners. The mounting fasteners should be the largest standard size that will fit in the base mounting holes. Shim asrequired under flange or base feet which do not lie flat againstthe mounting surface.When the units are used in conjunction with any auxiliary equipment, care must be taken to be certain that proper alignment is achieved.

APPROXIMATE OIL CAPACITIES (PINTS) HELICAL WORM QUAD REDUCTION

Quad reduction units are compound units. The primary and secondary units are filled separately. Refer to the modeltable below and use the oil capacities shown.

*Refer to FIGURES HW1 & HW2 for mounting positions.

APPROXIMATE OIL CAPACITIES (PINTS) HELICAL WORM TRIPLE REDUCTION

APPROXIMATE OIL CAPACITIES (PINTS) HELICAL WORM DOUBLE REDUCTION

Mounting PositionModel B3 and B6 I* B3 I and B6 II B6 and B8 I V5 and B5 I V6 and V6 I B8

FW2042A or E 1.7 2.1 Consult Factory 1.9 1.9 2.4FW2052A or E 2.0 3.7 Consult Factory 3.3 3.3 3.9FW2062A or E 4.3 6.0 Consult Factory 5.3 5.3 5.6FW2072A or E 7.7 12.7 Consult Factory 11.6 11.6 14.0

Mounting PositionModel B3 and B6 I* B3 I and B6 II B6 and B8 I V5 and B5 I V6 and V6 I B8

FW2043A or E 2.1 2.8 Consult Factory 2.2 2.2 2.8FW2053A or E 2.8 4.8 Consult Factory 3.9 3.9 4.5FW2063A or E 6.3 8.0 Consult Factory 7.3 7.3 8.3FW2073A or E 11.2 16.2 Consult Factory 15.1 15.1 18.0

Mounting PositionModel Unit B3 and B6 I* B3 I and B6 II B6 and B8 I V5 and B5 I V6 and V6 I B8

FW2064A Primary 1.9 2.5 Consult Factory 1.6 1.6 2.2Secondary 4.3 6.0 Consult Factory 5.3 5.3 5.6

FW2064E Primary 1.0 1.4 Consult Factory 1.5 1.5 1.8Secondary 4.3 6.0 Consult Factory 5.3 5.3 5.6

FW2074A Primary 3.0 3.6 Consult Factory 2.4 2.4 3.1Secondary 7.7 12.7 Consult Factory 11.6 11.6 14.0

FW2074E Primary 1.6 2.3 Consult Factory 2.3 2.3 3.0Secondary 7.7 12.7 Consult Factory 11.6 11.6 14.0


UNI-POWER™ 2000 High Efficiency Drives L17

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CAUTION

WARNING

CAUTION

Phone: (605) 225-0360 Fax: (605) 225-0567




Uni-Power 2000 HIGH EFFICIENCYCOMPACT HELICAL PARALLEL,

HELICAL BEVEL and HELICAL WORMGEAR DRIVESINSTALLATION

SHAFT MOUNTED MODELS

Foote-Jones recommends application of an antiseize compound, such as Dow-Corning® 1000 High TemperatureAnti-seize Paste or Never-Seez®, to the driven shaft duringinstallation. This assists in preventing fretting corrosion and aidsin unit removal. Driven shaft should be supported independentlywith pillow block bearings. A suitable Torque Arm must be provided and can be ordered separately (not supplied) to keepunit from rotating. A torque arm pad can be attached to any ofthe four available mounting surface locations of the unit. Installand position Torque Arm at 90° angle to a line drawn betweenthe center of the output hollow bore and the bolt that attachesthe Torque Arm to the Torque Arm Pad of the unit. The TorqueArm should be positioned to be in tension, NOT compression,based on output rotation of the gear drive. (Figures CPS2, HB2,and HW3). A rigid torque arm can cause bearings to "load up"and cause premature bearing failure. To prevent this, provide aslight amount of "float" at the torque arm pivot points.

FLANGE MOUNTED UNITS

Units with the flange mount accessory are to bemounted and supported by the mounting flange only. Themounting pads on the housing are not to be used in conjunctionwith the mounting flange to support the unit.

SHAFT MOUNTED UNITS WITH MOUNTING FLANGE

There must be concentricity between the driven shaft and themachine register that accepts the mounting flange pilot to prevent misalignment between the hollow shaft of the drive andthe driven shaft.

SHAFT OUTPUT UNITS WITH MOUNTING FLANGE

If coupling to shaft – flexible couplings are recommended to minimizeexcessive bearing and shaft loading caused by misalignment.Follow coupling manufacturer’s installation directions.

Uni-Power® 2000 HIGH EFFICIENCYHELICAL WORM GEAR DRIVES

INSTALLATION

RUN-IN PERIOD

A new Helical Worm Gear Drive will not operateat maximum efficiency during the run-in period. Increased current draw or heat rise may be seen during this time.

90°± 30°

90° ± 30°

9030

+-

FIGURE - CPS2

FIGURE - HB2

FIGURE - HW3

CAUTION

CAUTION


HY-POWER™ Worm Gear Reducer Lubrication L19

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AGMA LUBRICANT NUMBER REDUCER AMBIENT TEMPERATURE RANGESIZE AND TYPE 15 TO 60°F (-9.4 TO 15.6°C) 50 TO 125°F (10 TO 51.7°C)

NORMAL SERVICE NORMAL SERVICE 40, 50, 60, 70 80, 100, 120 U, O, V, HU, 7 COMP. 8 COMP.HV, VL, HVL, DVL, GO, GU, GV

Rust and Oxidation Inhibited Gear Oils Equivalent ISO Grade Viscosity Range Synthetic Gear Oils

AGMA Lubricant No. MM 2/S AGMA Lubricant No.(cST) at 40 degree C

7 Compounded 460 414 to 506 7S

8 Compounded 680 612 to 748 8S

U O V, VL HU, MHU, HV DU, DV, DVLSIZE HIGH LOW HIGH LOW HELICAL WORM

LEVEL LEVEL LEVEL LEVEL ALL PREFIX PREFIX

40 1-1⁄ 4 (5) 3⁄ 4 (3) 1-1⁄ 2 (6) 3⁄ 4 (3) 1⁄ 2 (2) 1/8 (1/2) 1/8 (1/2)50 1-3⁄ 4 (7) 1 (4) 2-1⁄ 4 (9) 1 (4) 1 (4) 1/2 (2) 1/4 (1)60 2-3⁄ 4 (11) 1-1⁄ 4 (5) 3-1⁄ 2 (13) 1 (4) 1-1⁄ 4 (5) 1/2 (2) 1/4 (1)70 3-1⁄ 4 (12) 1-3⁄ 4 (7) 5-1⁄ 4 (20) 1-1⁄ 2 (6) 2-1⁄ 4 (9) 3/4 (3) 1/2 (2)80 4-1⁄ 4 (16) 2-1⁄ 4 (9) 5-3⁄ 4 (22) 1-3⁄ 4 (7) 3 (12) 3/4 (3) 1/2 (2)100 8 (31) 4-3⁄ 4 (18) – – 6-1⁄ 2 (25) 3/4 (3) 3/4 (3)120 11-1⁄2 (44) 5-3⁄4 (22) – – 10 (39) 1-1⁄4 (5) 1-1⁄4 (5)

VISCOSITY EQUIVALENTS FOR AGMA LUBRICANTS

APPROXIMATE OIL CAPACITIES – GALLONS (LITERS)

NOTE: OIL CAPACITIES These are only an approximation and should not be used as theexact figures for an oil fill. The high level is used on “U” and “O”housings when output speed is low or when prefix is used.

Fill to the oil level hole shown on the housing with an o-levelplate.

On double reduction units, the low speed and prefix units must be filled separately to the oil level indicated onthe housing.

LUBRICATION

This unit is shipped DRY! Oil must be added priorto operation. Any couplings attached are also DRY! and must belubricated prior to operation. Manufacturer’s recommendationsshould be followed.

The oil used should be a high quality product, having rust andoxidation inhibitors, anti-foaming agent, a high viscosity index(preferably above 90) and a low acid content. It should be neutral in reaction, free from grit or abrasives and non-corrosiveto gears or bearings

LOW TEMPERATURE OPERATION1. The pour point of the oil should not exceed and preferably

should be 5 to 10 degrees Fahrenheit (-15 – 12.2° C) belowthe lowest ambient starting temperature.

2. When temperatures are below 15 degrees Fahrenheit,(-9.4° C) please refer to the factory for recommendationsgiving ambient temperature expected and operating cycle.

CHANGE CYCLEWe recommend changing oil every 2,500 hours or six monthswhichever occurs first. Make certain to be guided by seasonaltemperature variations and change oil accordingly. Operatingconditions can vary this guide line. Abnormal temperatures andcontamination can seriously affect the lubricant causing earlysludging, oxidation and acid formation. Under these conditions,a sample of the lubricant should be submitted to the petroleumsupplier at periodic intervals. This will enable the establishmentof a change cycle which would provide for renewal of the oilprior to its degradation. After the initial fill, the first oil changeshould be made after two weeks, or 100 hours of operation.

GREASE LUBRICATION - VERTICAL REDUCERGrease lubricate the upper and lower output shaft bearingsonce a month at the Alemite grease fitting. A good grade ofantifriction bearing grease or its equivalent should be used. Itshould have neutral and channeling characteristics with a consistency of NLGI#2. It should not be subject to excessivebleeding or deterioration.

This unit is shipped without grease in the L.S.bearings.

CAUTION

CAUTION

CAUTION

WARNING

Phone: (605) 225-0360 Fax: (605) 225-0567



CANADIAN COMPANIES

* All companies, so marked, market in Canada under their own name and handle the products listed.** ExxonMobil products are handled in Canada by Imperial Oil Ltd.‡ These products or their equivalents are handled in Canada by British America.

BOLT TORQUES

To prevent loosening under operating conditions, all bolts must be tightened, unless otherwise specified, to thetorque values given in table.

HY-POWER™ Worm Gear Reducer Lubrication

MANUFACTURER 7 COMP(ISO460) 8 COMP(ISO680) NLGI #2 GREASE

Amoco Oil Co. Cylinder Oil Cylinder Oil Amolith EP2460 (+15) 680 (+15)

BPOil Energol GR-XP Energol GR-XP Energrease LS EP2 460 (+15) 680 (+15)

Castrol Performance Lubes Molub-Alloy Molub-Alloy 170W Molub-Alloy 860/150-2322 (+15) (-12)

Chevron USA, Inc. Cylinder Oil Cylinder Oil Chevron Ultra-Duty EP2460 (0) 680 (+10)

Citgo Petroleum Cylinder Oil Cylinder Oil Lithoplex #2400-5 (+20) 680-7 (+35)

Conoco Inc. Inca 460 Inca 680 EPConalith #2(+10) (+30)

Exxon Co. USA Cylesstic Cylesstic Lidok EP2 or Unirex N2TK460 (+20) TK680 (+20)

Keystone Div. Penwalt Corp. Keygear K-600 – 81EP2 or 84EP2(+45)

Lubrication Engineers – Almasol Worm Almaplex 1275Gear 680 (+15)

Lubriplate CP-7 (+10) CP-8 (+22) No. 1200-2Mobil Oil Corp. 600W Super Cylinder Oil Extra Hecla Super Cylinder Mobilux EP-2

(+20) (+30)Pennzoil Co. Cylinder Oil Cylinder Oil Premium Lithium Complex 2

8NR (+40) 6NR (+36)Phillips Petroleum Co. Hector 460S Hector 630S Philube L+ EP

(+5) (+10)Shell Oil Co. Valvata J 460 Valvata J 680 Alvania #2 or EP-2

(+15) (+25)Sun Oil Co. Sun Gear 7C Sun Gear 8C Ultra Prestige EP2

(+5) (+10)Texaco Lubricants Van Guard Cylinder Oil Van Guard Cylinder Oil Starflex 2

680 (+20)Unocal – Unoba EP2

Numbers in parenthesis are pour points of the lubricant in degrees Fahrenheit.

RECOMMENDED LUBRICANTS

CAUTION

BOLT GRADES GRADE VIII, STUDS,SIZE III & V & SOC. HD. SCREWS1/4 9 135/16 18 283/8 31 467/16 50 751/2 75 1159/16 110 1655/8 150 2253/4 250 3707/8 380 5901 585 895

1-1/8 780 14101-1/4 1100 19601-3/8 1460 26301-1/2 1750 31501-5/8 2390 4310


POWERTORQUE™ Shaft Mount Reducer Lubrication & Installation L21

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IMPORTANTRead ALL instructions and safety precautions prior to operatingunit. Injury to personnel or unit failure may be caused by improperinstallation, maintenance, or operation.

IMPORTANT SELECTION INFORMATION

Check to verify that the application does not exceed the capacities published in the current catalog.Written authorization from FOOTE-JONES (FJ) is required to operate or use gear units in man lift or people moving devices.The system of connected rotating parts must be free from criticalspeed, torsional, or other type vibration, regardless of how induced.The responsibility for this system analysis lies with the purchaser ofthe gear unit.Buyer shall be solely responsible for determining the adequacy of the product for any and all uses to which the buyershall apply the product. The application by buyer shall not be subject to any implied warranties of merchantability or fitness for aparticular purpose.

LUBRICATION

ALL POWERTORQUE® REDUCERS ARE SHIPPEDDRY AND OIL MUST BE ADDED PRIOR TO OPERATION

BEFORE INSTALLATION

All FOOTE-JONES shaft mount reducers are splash lubricated.Review the mounting positions and lubrication levels identified inFigure 1 on this sheet. The approximate oil quantities and approvedlubricants are also shown on this sheet.

Oil quantity is approximate. Service with oil until oil runs out of thelevel plug.Below 15 RPM output speed, the oil level must be adjusted to reachthe highest oil level plug. If the reducer mounting position is to varyfrom the positions shown in Figure 1, either more or less oil may berequired; consult the Factory.

Use of an oil with an EP additive on units with back-stops may prevent proper operation of the backstop. Injury to personnel, damage to the reducer or other equipment may result.

BEFORE OPERATING

After final installation, install the magnetic drain plug in the drainlocation specified in Figure 1. Remove the fill/vent plug and levelplug. Fill the reducer with recommended lubricant until oil startscoming out the oil level plug hole specified in Figure 1. Cleanthreads on removed plugs and plug holes with degreaser, coatplugs with thread sealant and install plugs securely in gear case.Install the vent plug in the location specified in Figure 1 for theappropriate mounting position. Remove the tape used to cover thevent plug during shipment and discard.

Do not operate the unit without making sure it contains the correct amount of oil. The oil level is correct when thesurface of the oil is level with the lowest point of the level plug shownin Figure 1.Do not overfill or underfill with oil. This could result in damage to the unit and/or injury to personnel.

VARIATIONS FROM NORMAL CONDITIONS

Input speeds that exceed the maximum speeds recommended for agiven ratio, which are listed in the general catalog specifications, mayrequire an adjustment in the oil level. Consult FJ for special lubricantrecommendations when operating at higher speeds.FOOTE-JONES PowerTorque® reducers may be mounted in any ofthe positions shown in Figure 1. These positions may vary up to 5°for positions “A” or “C” and 20° for positions “B” or “D” in either directionand still have adequate lubrication. If these angles of inclination areexceeded consult FJ for special lubrication instructions.Because mounting positions can very greatly along with the locationand availability of plugs in certain applications, it may be necessaryto install additional plugs as needed or level gages in place of levelplugs.

CHANGING LUBRICANT

After the first 100 hours of operation, drain out initial oil, flush out thegear case with an approved nonflammable, non-toxic solvent, suchas Whitmore’s Flushing Oil (#06802030) or MedallionTM Flushing OilKosher (#06812010), and refill. Thereafter, oil should be changed atleast every 2500 operating hours or every 6 months – whicheveroccurs first.

Oil should be changed with greater frequency if unitis used in a severe environment such as dusty or humid.

If the unit cannot be located in a clear and dry areawith access to an adequate cooling air supply, then precautionsmust be taken to avoid ingestion of contaminants such as water,and to avoid a reduction of cooling ability due to exterior contami-nants such as water, and to avoid a reduction of cooling ability dueto exterior contaminants.

Mounting PositionHorizontal Shafts Vertical Shafts

Model A B C D E F

PT2115 1.8 2.0 1.3 2.0 3.3 3.5PT3203 3.0 3.0 1.5 4.5 5.3 6.0PT4207 3.8 4.5 2.5 6.0 6.8 8.5PT5215 6.5 8.0 6.5 8.0 14.0 17.3PT6307 8.5 10.0 8.5 10.0 17.3 18.3PT7315 13.0 16.0 14.5 18.5 30.8 32.8PT8407 17.0 22.0 21.0 17.0 38.3 38.3

Approximate Oil Capacity (pints)

CAUTION

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CAUTION

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Phone: (605) 225-0360 Fax: (605) 225-0567



POWERTORQUE™ Shaft Mount Reducer Lubrication & Installation

Oil, housings, and other components can reachhigh temperatures during operation, and can cause severe burns.Use extreme care when removing lubrication plugs and vents whileservicing the unit.

APPROVED LUBRICANTS FOOTE-JONES GEAR LUBRICANT GL-90

Part No. 8580001009

F-J AGMA ISO-ASTMLUBRICANT NUMBER VISCOSITY GRADE

GL-90 5 EP 220(Mobilgear 630)

For PowerTorque® reducers with ambient temperature of 30-125°F(0 to 52°C) and operating temperature to 185°F (85°C).FOOTE-JONES GL-90 LUBRICANT is a heavy duty industrial gearlubricant containing sulfur phosphorous antiwear additives.Lubricants of this general type and meeting the above specificationsmay be substituted where FOOTE-JONES LUBRICANTS are recommended.Lubricant selected must be compatible with nitrile rubber seals. Forambient temperature above 125°F (52°C) or operating temperatureabove 185°F (85°C) consult the factory.

FOOTE-JONESALL TEMPERATURE SYNTHETIC

75W-90 LUBRICANT (MOBILUBE SHC® 75W-90)Part No. 8580001031

FOOTE-JONES SYNTHETIC 75W-90 LUBRICANT is a premiumgear box lubricant which is recommended for Gear Drives in mostapplications, especially those subject to low start up temperatureand/or high operating temperature. This lubricant is a synthesizedhydrocarbon based material and a sulfur-phosphorous gear lubricant additive which provides longer lubrication intervalsbecause of its increased resistance to thermal and oxidative degradation. This decreases maintenance costs. Further economyis realized because of the increased efficiency of units lubricatedwith FOOTE-JONES SYNTHETIC LUBRICANT. This lubricant canbe operated at temperatures considerably above 185°F (85°C).However, the factory should always be contacted prior to operatingat high temperatures as damage may occur to seals or other com-ponents. Lubricant manufacturer and FOOTE-JONES should becontacted when substituting a premium lubricant where FOOTE-JONES GEAR SYNTHETIC is recommended.

Do not mix nonsynthetic and synthetic oil in the unit.

If unit is used in the food or drug industry (including animal food) consult the petroleum supplier or FOOTE-JONES forrecommendation of lubricants which meet the specifications of FDA,USDA and/or other authoritative bodies having jurisdiction.Standard lubricants are not suitable for these applications or theseindustries.

FIGURE 1

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POWERTORQUE™ Shaft Mount Reducer Lubrication & Installation L23

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INSTALLATION

Wear protective clothing and eye shields wheninstalling or maintaining unit and machine.

Make certain that the power supply is disconnectedbefore attempting to service or install the unit, or remove or installany components. Lock out the power supply, and tag it to prevent unsuspected application of power.

The exterior holes on this drive are for mounting thedrive or drive accessories (mounting flange, couplings, sprockets,etc.). They are not to be used for lifting the drive or any driver/driven equipment. The lifting eye included on this drive is to be usedto vertically lift the drive only and no other associated attachmentsor motors.

SHIELD ALL ROTATING PARTS

For safety, purchaser or user should provide protective shields over all shaft extensions and any moving apparatus mounted on the unit. The user is responsible for checkingall applicable safety codes in his area and providing suitable guards.Failure to do so may result in bodily injury and/or damage to equipment.

A unit cannot be used as an integral part of amachine super-structure which would impose additional loads onthe unit other than those imposed by the torque being transmitted,or by any shaft mounted power transmitting device such as sprockets, pulleys, or couplings.

Units ARE NOT to be considered fail safe or selflocking devices and ARE NOT to be used as a brake. If these features are required, a properly sized, independent holding devicemust be utilized.For high momentum loads, if coasting to a stop is undesirable, abraking mechanism should be applied to the reducer output or driven mechanism.Any brakes that are used in conjunction with a unit must be sized orpositioned to not subject the unit to loads beyond the capacitiespublished in the current catalog.

For safe operation and to continue the unit warranty,when installing, reinstalling, or replacing a factory installed fastener for servicing purpose, or to accommodate the mounting ofguards, shields or other light load imposing devices, or for mountingthe unit, it becomes the responsibility of the purchaser or user toproperly determine the quality, grade of fastener, thread engagement, load carrying capacity, tightening, torque, and themeans of torque retention.

COUPLINGS

Flexible couplings to input and output shafts are recommended because they minimize excessive bearing and shaft loading caused by misalignment. Follow coupling manufacturer’s installation directions.

TORQUE ARM

The Torque Arm must be installed on shaft mounted reducers toprevent the unit from rotating. Install and position the Torque Arm ata 90º angle to a line drawn through the center of the low speedsleeve and the bolt that attaches the Torque Arm to the Torque Armbrackets on the unit. (Refer to Figure 2). The Torque Arm should bepositioned to be in tension, NOT compression, based on outputrotation of the gear reducer. A rigid Torque Arm can cause bearingsto "load up" and cause premature bearing failure. To prevent this,provide a slight amount of "float" at the torque arm pivot points.

Inspect shafts and components for paint, burrs, orother imperfections before installing components. Do not use excessive force or pounding to install components onto unit shafts,as this may cause damage to shafts, bearings, or gears.

SHAFT MOUNTED REDUCERS

The driven shaft must extend through the full length of the reducersleeve and the shaft should be independently supported with pillowblock bearings located as close to the reducer as possible. The driven shaft must be installed in the sleeve with a bushing at eachend.

FIGURE 2

WARNING

CAUTION

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CAUTION

Phone: (605) 225-0360 Fax: (605) 225-0567



POWERTORQUE™ Shaft Mount Reducer Lubrication & Installation

PREVENTATIVE MAINTENANCE

Keep shafts and vent plug clean to prevent foreign particles fromentering seals or gear case. Inspect periodically for oil leaks.

SHEAVES AND SPROCKETS

When mounting sheaves or sprockets, they should be located asclose to the Gear Drive as possible. Excessive overhung load couldresult in premature failures of bearings or shaft. Refer to the general catalog or contact your local distributor for overhung loadratings.

FLANGE MOUNTED UNITS

Units with the flange mount accessory are to be mounted and supported by the mounting flange only. The mountingpads on the housing are not to be used in conjunction with themounting flange to support the unit.

SHAFT MOUNTED UNITS WITH MOUNTING FLANGE

There must be concentricity between the driven shaft and themachine register that accepts the mounting flange pilot to preventmisalignment between the hollow shaft of the drive and the drivenshaft.

SHAFT OUTPUT UNITS WITH MOUNTING FLANGE

If coupling to shaft – flexible couplings are recommended to minimize excessive bearing and shaft loading caused by misalignment. Follow coupling manufacturer’s installation directions.

Mounting bolts, coupling fasteners, and other powertransmitting devices should be routinely checked to ensure that allparts of the unit are firmly anchored to provide proper operation.(Loose fasteners can cause alignment problems and excessivewear). Check end play in shafts. Noticeable movement might indicate service or parts replacement.

Make certain that all tools and other items are clearfrom rotating parts before starting machine. Stand clear, and startmachine slowly to be sure all components are secure and operating properly.

Test run unit to verify operation. If the unit beingtested is a prototype, that unit must be of current production configuration.

IMPORTANT INFORMATION

In the event of the resale of any of the goods, in whatever form,resellers/buyers will include the following language in a conspicuousplace and in a conspicuous manner in a written agreement coveringsuch sale:The manufacturer makes no warranty or representations, express orimplied, by operation of law or otherwise, as to the merchantabilityor fitness for a particular purpose of the goods sold hereunder.Buyer acknowledges that it alone has determined that the goodspurchased hereunder will suitably meet the requirements of theirintended use. In no event will manufacturer be liable for consequential, incidental, or other damages.Resellers/buyers agree to include this entire document, includingthe warnings and cautions listed herein, in a conspicuous place andin a conspicuous manner to instruct users on the safe usage of theproduct.FOOTE-JONES has Sales Offices and a network of IndustrialPower Transmission Distributors that can serve your needs worldwide. Check the Yellow Pages for one near you or contact the factory sales office.

WARNING

CAUTION

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8000 SERIES™ Shaft Mounted & Screw Conveyor Drives L25

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INSTALLATION

BUSHING AND KEY ASSEMBLY

Stock bushing sizes are shown in the product catalog table.These sizes will adapt Shaft Mount reducers to the most commonly used driven shaft sizes.

A bushing set includes a taper bushing, two locknuts, one lockwasher, and a drive key. See figure 1.

Figure 1 - Bushing Parts Breakdown

MOUNTING POSITION

After the motor and torque arm positions have been determined, the Shaft Mount Drive should be in one of the sixpositions A, B, C, D, E, or F. See the recommended mountingpositions for the double reduction reducers in figures 2 and 3and for single reduction reducers in figures 4 and 5.NOTE the change in oil level plug locations for output speedbelow 30 rpm shown in figure 3 for double reduction units andfigure 5 for single reduction units.

Numbered items are as follows:1 - Bushing and Breather2 - Oil Level Plug3 - Magnetic Drain Plug

Figure 2 - Double Reduction Oil Level Above 30 RPM

The exact angle at which the reducer is mounted is not critical. However, if the drive must be mounted ina position which varies more than 10° (0.17 radians) from illustrations A, B, C, or D, consult the factory for the proper oillevel. The preferred positions are indicated by illustrations A andC in figures 2 and 3 for double reduction units and illustrationsA and D for single reduction units.

Figure 3 - Double Reduction Oil Level Below 30 RPM

Figure 4 - Single Reduction Oil Level Above 30 RPM

The allowable 10° (0.17 radians) variation in mounting locationdoes not apply to the mounting positions with the hollow shaftvertical (E and F). For vertical shaft operation with greater angular variation, factory oil level modifications are required.

NOTE: Refer to the Factory for instructions.

DRIVE KEY

TAPER BUSHING

LOCKWASHER

LOCKNUTS

A

B

E

D

F

C

11

2 3

2

3 1

2

3

1

2

3

1

3

2

1

2

3

A

B

E

D

F

C

11

33 1

3

1

3

1

3

2

1

2

3

2

2

22

CAUTION

A

B

E

D

F

C

11

2 3

2

3 1

2

3

1

2

3

1

3

2

1

2

3

Phone: (605) 225-0360 Fax: (605) 225-0567



8000 SERIES™ Shaft Mounted & Screw Conveyor Drives

Figure 5 - Single Reduction Oil Level Below 30

The reducer may be mounted with the hollow shaft axis inclinedas indicated in figure 6, not to exceed 15° (0.26 radians).

Figure 6 - Double Reduction Oil Level Above 30 RPM

The location of the breather, oil level plug, and drain plug remainunchanged and should be determined from figures 2 – 4.

If the angle of inclination exceeds 15° (0.26 radians), or there isangular variation in more than one plane refer to the factory foroperation and lubrication instructions.

MOTOR LOCATION

The belt tension for the shaft mount is adjusted with the turnbuckle in the torque arm or by movement of the motor platform on the optional piggyback motor mount.

For units without a piggyback motor mount, the V-belt drive maybe located in any convenient position regardless of the locationof the torque arm. The most common location, however, is

shown in figure 7 [90° (1.57 radians)] to a line between the inputand output shafts. This location permits control of belt tensionwith a minimum adjustment of the torque arm turnbuckle.

Figure 7

TORQUE ARM LOCATION

Since the entire reaction force acts through the torque arm, themounting bracket must be firmly attached to a solid support.

On single and double reduction reducers, the torque armmounting bracket point is provided as shown in figure 8.

Figure 8

The most efficient angle of the torque arm to the housing is at90° (1.57 radians) to a line between the center of the hollowshaft and the torque arm holding bolt. The torque arm candescend up to 30° (0.52 rad) from the horizontal and ascend upto angle A defined in table 1 as illustrated in figure 8.

HORIZONTAL

15° MAX

15° MAX

CENTERLINE BETWEENHOLLOW SHAFT ANDINPUT SHAFT

90°

90°

A

B

E

D

F

C

11

2 3

2

3 1

2

3

1

2

3

1

3

2

1

2

3

A A

PREFERED LOCATION

30°30°



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TABLE 1

UNIT SIZE ANGLE A

8107 10° 0.17 rad8115 13° 0.23 rad8203 22° 0.38 rad8207 17° 0.30 rad8215 12° 0.21 rad8307 17° 0.30 rad8315 17° 0.30 rad8407 21° 0.37 rad8415 21° 0.37 rad

The length of the torque arm may be reduced by cutting material from the threaded end of the rod.

SHEAVES AND BELTS

In mounting these items, the center of the load should be located no farther out than one shaft diameter away from thebearing cover. Otherwise, excessive overhung loading couldexist resulting in early failures to bearings, shafts and gearing.Refer to Table 2 for applicable minimum sheave diameters.

The driver and driven sheaves should be properly aligned. Astraight edge laid across the face of the sheaves will aid ininstallation. The straight edge should lay evenly across bothsheaves with no gaping. See figure 9.

Figure 9

Belts should not be too tight as this can placeexcessive loading on the connected elements. Refer to V-Beltmanufacturer’s data for proper tension.

Excessive belt tension can greatly reduce V-Belt life and result in serious damage to the motor and reducer.

MINIMUM DIAMETER FOR DRIVEN SHEAVES

IMPORTANT: In selecting the V-Belt drive,make certain that the driven sheave is at least as large asshown in table 2. This is necessary to prevent excessive loadingon the bearings, shafts, and gearing. Use of smaller diametersmay be possible with due consideration for sheave location,motor horsepower, and service factor. Consult the factory forreview of smaller diameters.

TABLE 2

UNIT SINGLE DOUBLESIZE REDUCTION REDUCTION

7:1 15:1 & 25:18107 7.8 4.0 3.08115 6.3 5.0 3.08203 7.5 5.0 4.08207 8.0 6.0 4.68215 10.3 6.5 5.48307 16.5 7.0 6.28315 18.5 — 6.28407 — — 6.28415 — — 8.08507 — — 8.58608 — — 11.0

GENERAL

When sheaves are furnished with reducers, they are generallymounted at the factory.

If sheaves are to be mounted in the field, extreme care shouldbe used. It is quite easy to damage internal members by heavyblows used in sheave mounting. Select a sheave bore to give atapping or light driving fit. If necessary, the sheave bore shouldbe enlarged to provide this class of fit. If a press fit is required,we suggest the sheave be heated to expand the bore beforeinstallation. Heating above 250° F (121° C) is not recommendeddue to possible damage of the oil seal by heat conductionthrough the shaft.

REDUCER MOUNTING INSTRUCTIONS

NOTE: Do NOT use an anti-seize compound on any of theassembled components.

1. Clean driven shaft to remove any contaminants. Dry thoroughly.

2. Screw on right locknut on the large end of the taper bushing.Turn nut until all threads on nut are engaged on bushing.

3. Slide bushing, lock nut end first, onto driven shaft. Locatebushing as close as possible to the driven shaft bearing support and above keyway in driven shaft. See figure 13.

Figure 13

STEEL TAPE OR STRAIGHT EDGE

DRIVINGMEMBER

DRIVENMEMBERCORRECT

TENSION

CAUTION

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Phone: (605) 225-0360 Fax: (605) 225-0567



8000 SERIES™ Shaft Mounted & Screw Conveyor Drives

4. Place key in bushing into driven shaft keyway.

5. Slide Shaft Mount Reducer over driven shaft and up onto thetaper bushing. DO NOT HAMMER ON THE CASE OR INPUTSHAFT. A lead hammer or a soft punch may be used to tapagainst the end of the HOLLOW SHAFT. Press firmly on hollow shaft of reducer to make sure taper is fully engaged.See figure 14.

Figure 146. Place left lockwasher and left locknut on taper bushing. Turn

left locknut until contact is made between the lockwasher andthe end of the reducer hollow shaft. Tighten left locknut untilall play is removed in the tapered portion of the bushing.

LUBRICATION

THIS REDUCER IS SHIPPED DRY. OIL MUSTBE ADDED BEFORE OPERATION. SEE TABLE 4 FOR LUBRICATION SPECIFICATIONS.

The oil used should be a high quality product, having rust and oxidation inhibitors, anti-foaming agent, a high viscosity index (preferability above 90) and a low acid content.It should be neutral in reaction, free from girt or abrasives andnon-corrosive to gears or bearings.

IMPORTANT: WHEN A BACKSTOP IS FURNISHED WITH THE REDUCER, DO NOT USE LUBRICANTS OF THE EP TYPE, (EXTREME PRESSURECHARACTERISTICS), OR THOSE CONTAINING SLIPPERYADDITIVES.

LOW TEMPERATURE OPERATION

The pour point of the oil should, at minimum, be equal to thelowest ambient starting temperature. For best results, the pourpoint should be 5 to 10 degrees F (2.8 to 5.6 degrees C) belowthe lowest ambient starting temperature.

For reducers operating in ambient temperature conditionsbelow 15° F (-9.4° C) special lubrication is required. Refer to

factory for recommendations, giving expected ambient temperature and operating cycle.

HIGH TEMPERATURE OPERATION

When ambient temperatures exceed 125° F (51.6° C) speciallubrication, special oil seals, and/or increased cooling of thereducer may be required. Refer to factory for recommendations,giving expected ambient temperature and operating cycle.

HIGH SPEED OPERATION

When input speed exceeds 1800 rpm, special lubrication, andincreased cooling of the reducer may be required. Refer to factory for recommendations, giving expected ambient temperature and operating cycle.

CHANGE CYCLE

The first oil change should be made after two weeks, or 100hours of operation. After this, we recommend changing reduceroil every 2500 hours or six months, whichever occurs first.Consider seasonal temperature changes when changing oil.Operating conditions can vary this guide line. Abnormal temperatures and contamination can seriously affect the lubricant causing early sludging, oxidation, and acid formation.Under these conditions, a sample of the lubricant should besubmitted to the petroleum supplier at periodic intervals. Thiswill establish a change cycle which will provide for renewal ofthe oil before its degradation.

TABLE 4

Where the lubricant contains Lead Naphthenate (an EPadditive) the reducer oil sump temperature should not exceed160° F (70° C).

Always fill the speed reducer to the oil level indicator for proper lubrication.

CAUTION

CAUTION

CAUTION

CAUTION

WARNING

GEAR REDUCERS AGMA LUBRICANT NUMBER BYAMBIENT TEMPERATURES

15 - 60 Degrees F 50 - 125 Degrees F

T SMR HEAVY HEAVYY SCT NORMAL DUTY NORMAL DUTYP SERVICE W/O SERVICE W/OE BACKSTOP BACKSTOP

SI 8107 - 8415 4 4 EP 5 5 EPZ 8507 - 8608E

AGMA LUBRICANT NUMBERS FORSHAFT MOUNT AND SCREW CONVEYOR REDUCER

CAUTION



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Table 5 oil capacities are only an approximationand should not be used as the exact value for an oil fill. See figures 2 -5 for location of the oil plug, oil drain, and breather forthe six different mounting positions.

TABLE 5APPROXIMATE OIL CAPACITY IN

QUARTS (LITERS) SINGLE AND DOUBLE REDUCTION

UNIT SIZE LONG AXIS LONG AXISVERTICAL HORIZONTAL

8107 .50 (047) .75 (.71)8115 .75 (.71) 1.25 (1.18)8203 1.00 (.95) 1.75 91.66)8207 1.50 (1.42) 2.5 (2.37)8215 2.50 (2.37) 4.0 (3.79)8307 4.50 (4.26) 5.0 (4.73)8315 6.50 (6.15) 8.0 (7.57)8407 8.00 (7.57) 12.5 (11.8)8415 9.00 (8.52) 13.0 (12.3)8507 Consult Factory Consult Factory8608 Consult Factory Consult Factory


Some operations in the Food and Drug Industry require speciallubrication considerations in view of possible toxicity from contamination by the oil or grease used in the equipment. SomeEP products contain Lead Naphthenate, Phosphorus, orChlorine which are toxic and could be harmful.

In the Food (including animal food) and DrugIndustry, consult the petroleum supplier for recommendation oflubricants which are acceptable to the Food and DrugAdministrations and/or other authoritative bodies having jurisdiction.

OPERATION

START UP

Verify the rating of the reducer (indicated on thenameplate and certified print) to be sure that servicerating, RPM or speed range, thermal rating, and any overhungor thrust loading are not exceeded in actual operation. If inputspeed exceeds 1800 rpm, refer to factory for operation andlubrication recommendations.

1. Make sure reducer is filled with correct lubricant to the proper level. Refer to the section of this bulletin on lubricationand/or the nameplate affixed to the reducer.

2. Check for free rotation of all elements. In many cases, theinput shaft of the reducer can be turned by hand even with aconnected load.

3. Check all bolts and cap screws to make sure they are tight.

4. Check belts for proper tension and alignment.

After energizing motive power, if any unduenoise occurs, shut off power IMMEDIATELY.

5. Observe temperature rise. This may take up to four hours tostabilize. In some instances the temperature in the oil sumpmay rise as much as 100° F (38° C) above the ambient.Actual operating temperature will vary slightly with the reduc-er size, ratio, type, and operating conditions.

Under no circumstances should the oil bathtemperature exceed 200° F (93° C). If this should occur, consultthe factory. The housing and the shaft next to the high speedseal may show temperature significantly above 200° F (93° C).This will diminish as the seal and shaft sealing area wear in.Application of oil at this area during the break-in period will aidthis process. Bearings can produce localized heating fromcramping, either radial or axially. Check for insufficient end play.Many times the reducer temperature is judged by the touch of ahand and may be considered to be quite hot. The only positivemethod is to use a surface temperature measuring instrumentor by using a thermometer directly in the oil bath.

6. About one month after start-up, check all bolts for tightness.Re-tighten as required. This refers to all components in thedrive train.

Do not operate this unit beyond its service rating as any resulting failure could cause damage to propertyor life and limb.

The system of connected rotating parts must befree from critical speed, torsional or other type of vibration, nomatter how induced. The responsibility for this system analysislies with the purchaser of the speed reducer.

CAUTION

CAUTION

CAUTION

WARNING

CAUTION

WARNING

Phone: (605) 225-0360 Fax: (605) 225-0567



MAX-POWER™ Spiral Bevel & Parallel Shafts Helical Reducer

LUBRICATION

This unit is shipped DRY! Oil must be added priorto operation. Any couplings attached are also DRY! and must belubricated prior to operation. Manufacturer’s recommendationsshould be followed.

The oil used should be a high quality product, having rust andoxidation inhibitors, anti-foaming agent, a high viscosity index(preferably above 90) and a low acid content. It should beneutral in reaction, free from girt or abrasives and non-corrosiveto gears or bearings.

LOW TEMPERATURE OPERATION1. The pour point of the oil should not exceed and preferably

should be 5 to 10 degrees Fahrenheit (2.8° to 5.6° C) belowthe lowest ambient starting temperature.

2. When temperatures are below 15 degrees Fahrenheit, (-9.4°C) please refer to the factory for recommendations givingambient temperature expected and operating cycle.

3. On vertical units or special horizontal units equipped withpumps, the viscosity can be critical at Low Temperatures ineffecting proper operation of the pump. The oil viscosity in apump driven lube system should not exceed 15,000 SUS.High viscosity lubricants may cause cavitation.

Prime pump with appropriate lubricant and check for oilflow.

For recommendations, refer to the factory giving full particularsof the lowest ambient temperatures affected and the operationcycle.

CHANGE CYCLE

We recommend changing oil every 2,500 hours or six monthswhichever occurs first. Make certain to be guided by seasonaltemperature variations and change oil accordingly. Operatingconditions can vary this guide line. Abnormal temperatures andcontamination can seriously affect the lubricant causing earlysludging, oxidation and acid formation. Under these conditions,a sample of the lubricant should be submitted to the petroleumsupplier at periodic intervals. This will enable the establishmentof a change cycle which would provide for renewal of the oil priorto its degradation. After the initial fill, the first oil change shouldbe made after two weeks, or 100 hours of operation.


Some operations in the Food and Drug Industry require speciallubrication considerations in view of possible toxicity fromcontamination by the oil or grease used in the equipment. SomeEP products contain Lead Naphthenate, Phosphorus, orChlorine which are toxic and could be harmful.

In the Food (including animal food) and DrugIndustry, consult the petroleum supplier for recommendations of

lubricants which are acceptable to the Food and DrugAdministration and/or other authoritative bodies havingjurisdiction.

COUPLINGS

Each coupling shipped with a reducer is tagged with a list of theproper lubricants and an outline of the correct lubricationpractice to follow. They should be relubricated at regularintervals and not allowed to go dry.

BREATHER

Each unit is equipped with a breather. This should be cleaned atintervals to insure that it is working.

GREASE PURGED SEALS

Lubricate once a week with a high quality Lithium base greaseNLGI No. 2 consistency.

GREASE LUBRICATION - VERTICAL REDUCER

Grease lubricate the lower output shaft bearings once a week atthe Alemite grease fitting. A good grade of antifriction bearinggrease or its equivalent should be used. It should have neutraland channeling characteristics with a consistency of NLGI #2. Itshould not be subject to excessive bleeding or deterioration.

NLGI #2 GREASE FOR REDUCERS

SUPPLIER LUBRICANT

Amoco. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Amolith EP2BP Oil . . . . . . . . . . . . . . . . . . . . . . . . . . .Energrease LS EP2Castrol . . . . . . . . . . . . . . . . . . . . . . . . .Molub-Alloy 860/150-2Chevron Oil Co. . . . . . . . . . . . . . . . .Chevron Ultra-Duty EP2Citgo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Lithoplex #2Conoco. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .EP ConalithExxon . . . . . . . . . . . . . . . . . . . . . . . .Lidok EP2 or Unirex N2Keystone . . . . . . . . . . . . . . . . . . . . . . . . . . .81EP2 or 84EP2Lubriplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .No. 1200-2Mobil Oil Co. . . . . . . . . . . . . . . . . . . . . . . . . . . .Mobilux EP-2Pennzoil . . . . . . . . . . . . . . . . . . .Premium Lithium Complex 2Phillips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Philube L+EPShell Oil Co. . . . . . . . . . . . . . . . . . . . . . . .Alvania #2 or EP-2Sun Oil Co. . . . . . . . . . . . . . . . . . . . . . . . .Ultra Prestige EP2Texaco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Starplex 2Unocal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Unoba EP2

CAUTION

WARNING

CAUTION


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CO

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150

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Mor

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Mor

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320

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9100

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50

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150

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unvi

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20

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220

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100

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Num

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Phone: (605) 225-0360 Fax: (605) 225-0567



MAX-POWER™ Spiral Bevel & Parallel Shafts Helical Reducer

AGMA LUBRICANT NUMBER

AMBIENT TEMP. IN DEGREES FAHR

SIZE AND TYPE OF UNIT 15° to 60° F 50° to 125° F(-9.4° to 15.6° C) (10° to 51.7° C)

Type of Service

Normal Heavy Duty Normal Heavy Duty

Parallel Shaft Reducers

0701, 0801, 0702, 0802,0703, 0803, HLD/HLE 3 3EP 4 4EP

0901, 1001, 0902, 1002,0903, 1003, HLD/HLE 3 3EP 5 5EP

1001 through 2001 HLD/HLE1102 through 4002 HLD/HLE 3 3EP 5 5EP1103 through 2003 HLD/HLE

2103 through 4003 HLD/HLE 4 4EP 6 6EP

Rust and oxidation Viscosity range Equivalent Extreme pressure Syntheticinhibited gear oils ISO grade gear lubricants gear oils

AGMA Lubricant No. mm 2/s AGMA Lubricant No. AGMA Lubricant No.(cSt) at 40° C

3 90 to 110 100 3EP 3S4 135 to 165 150 4EP 4S5 198 to 242 220 5EP 5S6 288 to 352 320 6EP 6S

+20° F to +150° FTemperature Range (Maximum permissible -10° F to +20° F -40° F to +150° F

ambient temp.)

Mobil DTE Heavy Medium Mobile Gargoyle Arctic “C” Heavy Mobil Jet Oil #2Any Automatic Transmission Texaco Regal R & O #46 Shell Turbine Oil #500

Fluid (high grade only) Any Automatic Transmission Exxon Turbo Oil #2389Recommended Texaco Regal R & O #68 Fluid (high grade only) Standard Esso Turbo Oil

Lubricant Shell Turbo Oil #68 Sunoco Sunvis 921 #2389Gulf Harmony #68 Chevron GST Oil 931 Military Oils MIL-L-7808

Amoco Industrial Oil #68 or MIL-L-23699Exxon Terresco Oil #68

Sunoco Sunvis 931

HLD & HLE LUBRICATION

Lubricant Numbers for Parallel Shaft Reducers

EP lubricants are recommended for all but the lightest applications.

VISCOSITY RANGES FOR AGMA LUBRICANTS

BACKSTOP LUBRICATION

CAUTION: Do not use lubricants of the E.P. type (extreme pressure characteristics), or those containing slippery additives in backstops.


MAX-POWER™ Spiral Bevel & Parallel Shafts Helical Reducer L33

L


Appropriate Oil Capacities

HLD/HLE VHLD/VHLE

SIZE CAPACITY, Gals. (Liters) SIZE CAPACITY, Gals. (Liters)

0701 2 (8)0801 2 1/2 (10)0901 3 1/4 (12)1001 3 3/4 (14)1101, 1201 6 (23)1301, 1401 8 1/2 (32)1501, 1601 12 1/2 (47)1701, 1801 20 (76)1901, 2001 29 (109)

0702 3 (11)0802 5 (19)0902 7 (27)1002 9 (34)1102, 1202 15 (57) 1202 23 (87)1302, 1402 23 (87) 1402 35 (132)1502, 1602 34 (129) 1602 59 (189)1702, 1802 50 (189) 1802 60 (227)1902, 2002 60 (227) 2002 75 (284)2252 95 (360)2502 130 (490)

0703 3 (11)0803 5 (19)0903 7 (27)1003 9 (34)1103, 1203 13 (49) 1203 20 (76)1303, 1403 20 (76) 1403 30 (114)1503, 1603 30 (114) 1603 45 (170)1703, 1803 35 (132) 1803 53 (200)1903, 2003 55 (208) 2003 83 (314)2253 110 (415)2503 170 (645)

HLD & HLE OIL CAPACITIES

Phone: (605) 225-0360 Fax: (605) 225-0567



MAX-POWER™ Spiral Bevel & Parallel Shafts Reducer Lubrication

AGMA LUBRICANT NUMBER

AMBIENT TEMP. IN DEGREES FAHR

SIZE AND TYPE OF UNIT 15° to 60° F 50° to 125° F(-9.4° to 15.6° C) (10° to 51.7° C)

Type of Service

Normal Heavy Duty Normal Heavy Duty

Parallel Shaft Reducers

0702, 0802,0703, 0803 BHC, VBHC, BHE, VBHE 3 3EP 4 4EP

0902, 1002,0903, 1003 BHC, VBHC, BHE, VBHE 3 3EP 5 5EP

*1102 through 4002 BHC, VBHC, BHE, VBHE1103 through 2003 BHC, VBHC, BHE, VBHE 3 3EP 5 5EP

*2103 through 4003 BHC, VBHC, BHE, VBHE 4 4EP 6 6EP

*EP oils cannot be used in units containing internal backstops - Sizes 2102 to 3202, 2103 to 3203 BHC, VBHC, BHE, VBHE

Rust and oxidation Viscosity range Equivalent Extreme pressure Syntheticinhibited gear oils ISO grade gear lubricants gear oils

AGMA Lubricant No. mm 2/s AGMA Lubricant No. AGMA Lubricant No.(cSt) at 40° C

3 90 to 110 100 3EP 3S4 135 to 165 150 4EP 4S5 198 to 242 220 5EP 5S6 288 to 352 320 6EP 6S

+20° F to +150° FTemperature Range (Maximum permissible -10° F to +20° F -40° F to +150° F

ambient temp.)

Mobil DTE Heavy Medium Mobile Gargoyle Arctic “C” Heavy Mobil Jet Oil #2Any Automatic Transmission Texaco Regal R & O #46 Shell Turbine Oil #500

Fluid (high grade only) Any Automatic Transmission Exxon Turbo Oil #2389Recommended Texaco Regal R & O #68 Fluid (high grade only) Standard Esso Turbo Oil

Lubricant Shell Turbo Oil #68 Sunoco Sunvis 921 #2389Gulf Harmony #68 Chevron GST Oil 931 Military Oils MIL-L-7808

Amoco Industrial Oil #68 or MIL-L-23699Exxon Terresco Oil #68

Sunoco Sunvis 931

SPIRAL BEVEL LUBRICATIONLubricant Numbers for Spiral Bevel Helical Reducers

VISCOSITY RANGES FOR AGMA LUBRICANTS

BACKSTOP LUBRICATION

CAUTION: Do not use lubricants of the E.P. type (extreme pressure characteristics), or those containing slippery additives in backstops.


MAX-POWER™ Spiral Bevel & Parallel Shafts Reducer Lubrication L35

L


Appropriate Oil Capacities

BHC, BHE VBHC, VBHE

SIZE CAPACITY, Gals. (Liters) SIZE CAPACITY, Gals. (Liters)

7SBH 1-1/2 (6)

9SHB 2 1/2 (10)

10SBH 4-1/2 (17)

12SBH 7-1/2 (29)

16SBH 15 (57)

20SBH 26 (98)

22SBH 45 (170)

24SBH 45 (170)

27SBH 70 (264)

30SBH 70 (264)

0702 3 (12)

0802 5 (19)

0902 7 (27)

1002 9 (34)

1102, 1202 15 (57) 1202 23 (87)

1302, 1402 23 (87) 1402 35 (132)

1502, 1602 34 (128) 1602 50 (189)

1702, 1802 50 (189) 1802 60 (226)

1902, 2002 60 (226) 2002 75 (283)

0703 3 (12)

0803 5 (19)

0903 7 (27)

1003 9 (34)

1103, 1203 13 (49) 1203 20 (75)

1303, 1403 20 (75) 1403 30 (113)

1503, 1603 30 (113) 1603 45 (170)

1703, 1803 35 (132) 1803 53 (200)

1903, 2003 55 (207 2003 83 (313)

SPIRAL BEVEL OIL CAPACITIES

The above capacities are for 1750 RPM. For lower input speeds refer to the factory.

Phone: (605) 225-0360 Fax: (605) 225-0567

TERMS AND CONDITIONS OF SALES QUOTATIONS ARE MADE AND ORDERS ARE ACCEPTED BY SELLER SUBJECT ONLY TO THESE TERMS AND CONDITIONS:

1. AGREEMENT AND MODIFICATION OF SALES TERMS. The agreement between Seller and Buyer (“SalesContract”) is with respect to the sale of goods described on the other side hereof (the “goods”). Any Terms andConditions contained in any purchase order or other form of communication from Seller's customers which areadditional to or different from these Terms and Conditions shall be deemed rejected by Seller unless expresslyaccepted in writing by Seller. 2. ACCEPTANCE OF ORDERS. Acceptance by Seller of Buyer’s purchase order(s) is expressly conditionedupon Buyer’s assent to these Terms and Conditions. Buyer will be deemed to have assented to such Terms andConditions unless Seller receives written notice of any objections within 10 days after Buyer's receipt of this formor in all events prior to any delivery or other performance by Seller of Buyer's order if less than 10 days.3. QUOTATIONS. Quotations by Seller shall be deemed to be offers by Seller to sell the goods describedtherein subject to these Terms and Conditions, and acceptance of such offers is expressly limited to acceptanceby Buyer of all of these Terms and Conditions within 30 days from the date of the quotation or as specified.Purchase orders submitted by Buyer for the goods quoted by Seller shall be subject to and will be deemed toconstitute acceptance of these Terms and Conditions. All purchase orders will be subject to approval by Seller.4. TERMINATION OR MODIFICATION. The Sales Contract may be modified or terminated only upon Seller’sexpress written consent, which consent will at all times be conditioned on Buyer’s agreement to pay Seller’s mod-ification or termination charge including, but not limited to expenses and costs plus a reasonable profit, exceptthat any goods completed on or before Seller’s acceptance of termination shall be accepted and paid in full byBuyer.5. PRICES AND TERMS. Fulfillment of Buyer’s order is contingent upon the availability of materials. The priceof the goods sold pursuant to the Sales Contract shall be based upon Seller's prices in effect at the time of ship-ment and any acceptance of the order will be on the basis of the freight rates now in effect. In the event of anincrease or decrease in the applicable freight charges before the material is shipped, such changes in freightcharges will be for the account of Buyer. Price advances, discounts, extras and terms and conditions are sub-ject to changes without notice. Unless otherwise provided on the front side hereof, price is F.O.B. Seller’s pointof shipment, and terms of payment shall be net 30 days from date of invoice. Seller may assess a delinquencycharge of 1-1/2 percent per month on invoices not paid within stated payment terms. Seller may require full orpartial payment or payment guarantees in advance of shipment whenever, in its opinion, the financial conditionof Buyer so warrants. In addition, Seller may, at any time, suspend performance of any order or require pay-ment in cash, security or other adequate assurance satisfactory to Seller when, in Seller’s opinion, the financialcondition of Buyer warrants such action.6. TAXES. Prices do not include sales, use or other similar federal, state or local taxes. Buyer shall pay toSeller, in addition to the price of the goods, all applicable taxes which may be invoiced separately at a later date.7. DESIGN; EXTRA WORK; BUYER'S MATERIAL. (a) If any order accepted by Seller contemplates the prepa-ration of special designs by Seller, Buyer issuing such order will have a responsible representative specificallyapprove all designs prepared by Seller.(b) If Buyer requests extra work not included in the quotation or original order, Buyer will pay for the extra workat reasonable rates as determined by Seller. (c) In the event spoilage/damage occurs on orders where Buyer furnishes the material, Seller shall not be liablefor replacement of or damage to such material.8. RISK OF LOSS, TITLE, SECURITY INTEREST. Delivery shall occur, and risk of loss shall pass to Buyer,upon delivery of the material to a carrier at the F.O.B. point of shipment. Transportation shall be at Buyer's solerisk and expense, and any claims for losses or damage in transit shall be against the carrier only. However, Sellerretains title to all products until paid for in full in cash and Buyer agrees to perform all acts necessary to providea fully perfected security interest in the goods in favor of Seller. Seller may, at Seller’s option, repossess thesame, upon Buyer's default in payment hereunder, and charge Buyer with any deficiency. 9. DELIVERIES AND QUANTITIES. (a) Delivery dates are not guaranteed but are estimated on the basis ofimmediate receipt by Seller of all information to be furnished by Buyer and the absence of delay, direct or indirect,resulting from or contributed to by circumstances beyond Seller's reasonable control. If the goods are non-cat-alog goods, Seller may ship overages or underages to the extent of 10 percent of quantity ordered, and Buyershall pay for such quantity based upon the unit price of the goods. Seller shall not be required to maintain clos-er control of quantity, unless specifically agreed to by Seller in writing. Quantities of all items may be determinedby weight. Any claims for shortage must be within 10 days from the date of receipt of the goods by Buyer, andin every case the weights found in any particular shipment, including tare, must be given and Seller advised asto the method used by Buyer in computing the count of parts. (b) In the event that Buyer is unable to accept delivery of the goods at time of shipment, Seller shall invoiceBuyer for the full purchase price as if shipment had been made and: (i) if Seller is able to store such goods in itsown facilities, Buyer will pay Seller the reasonable handling and storage charges for the period of such storage, and (ii) if Seller is unable to store such goods at its own facility, Seller reserves the rightto arrange handling and storage in a suitable bonded warehouse for the Buyer at Buyer's expense. In caseswhere handling and storage become necessary, it shall be Buyer's responsibility to notify Seller when shipmentis to be made. Seller will make necessary arrangements for shipment at Buyer’s expense.10. RETURNED GOODS. Goods may not be returned. However, if Seller consents in writing or upon verbalauthorization to the return of goods for any reason, transportation charges must be prepaid by Buyer, who alsoshall assume all risk of loss of such returned goods until actual receipt by Seller. 11. INSPECTION, ACCEPTANCE. Buyer shall inspect the goods immediately upon the receipt thereof. All claimsby Buyer (including claims for shortages), except only those provided for under the WARRANTY AND LIMITATIONS OF LIABILITY and PATENTS clauses below, must be asserted in writing by Buyer within a 10 dayperiod or they are waived. If this contract involves partial performances, all such claims must be asserted within a 10 day period for each partial performance. Rejection may be only for defects substantially impairingthe value of products or work. Buyer’s remedy for lesser defects shall be those provided for under the Warrantyand Liability clauses. THERE SHALL BE NO REVOCATION OF ACCEPTANCE. If Buyer wrongfully rejects, revokesor delays acceptance of items or work tendered under this contract, or fails to make a payment due on or beforedelivery, or repudiates this contract, Seller shall, at its option, have a right to recover as damages, either the priceas stated herein (upon recovery of the price, the items involved shall become the property of the Buyer) or the profit (including reasonable overhead) which the Seller would make from performance together with incidentaldamages and reasonable cost.12. WARRANTIES AND LIMITATIONS OF LIABILITY. (a) Seller warrants to Buyer that the goods will conformto the following warranty: The goods will be commercially free from defects in material and workmanship under normal use for a period of 1 year from the date of shipment of the goods by Seller and will conform at the dateof shipment to applicable specifications, drawings and blueprints, except for departures therefrom with writtenapproval of Buyer; provided that work performed by Seller upon blanks and other materials furnished by Buyeris excluded from this warranty. Seller shall have no liability to Buyer for cost of blanks furnished by Buyer whichare damaged or spoiled during heat treat or machining operations; (b) In the case of drives, gears and reducers manufactured by Seller, Seller warrants only that such products,when shipped, shall be capable of delivering the service rating as indicated in Seller’s written documents, including quotations and catalogs or as noted on such products, providing such equipment is properly installedand maintained, correctly lubricated, operating under normal conditions with competent supervision, and within the load limits for which it was sold, and provided further that the equipment is free from critical speed,tortional or other type vibration, no matter how induced; (c) If any model or sample was provided to the Buyer, it was used merely to illustrate the general type and quality of goods and not to warrant that goods shipped would be of that type or quality; (d) UNLESS AUTHORIZED IN WRITING BY A CORPORATE OFFICER OR VICE PRESIDENT, NO AGENT,EMPLOYEE OR REPRESENTATIVE OF SELLER HAS ANY AUTHORITY TO BIND SELLER TO ANY AFFIRMATION, REPRESENTATION OR WARRANTY CONCERNING THE GOODS SOLD UNDER THE SALES CONTRACT AND ANYSUCH AFFIRMATION, REPRESENTATION OR WARRANTY HAS NOT FORMED A PART OF THE BASIS OF THEBARGAIN AND SHALL BE UNENFORCEABLE; (e) Seller’s sole obligation under the foregoing warranties is limited to either, at Seller’s option, replacing orrepairing defective goods (or defective parts thereof). This warranty does not cover the cost of installation of thenew or repaired goods or parts. Replacement goods or parts are warranted for the remainder of the warranty

period applicable to the goods originally supplied by Seller. All claims for allegedly defective goods must bemade within 10 days after Buyer learns of such alleged defects. All claims not made in writing and received bySeller within such 10 day period shall be deemed waived. Buyer shall return a sample of the alleged defectivepart for Seller's inspection, and no other goods shall be returned to Seller without Seller’s written consent. Thiswarranty shall not extend to goods subjected to misuse, abuse, neglect, accident or improper installation ormaintenance, incorrect lubrication, or goods which have been altered or repaired by anyone other than Seller orits authorized representative; (f) THE FOREGOING WARRANTIES ARE EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES OF MER-CHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND/OR ANY OTHER TYPE, WHETHER EXPRESS ORIMPLIED; (g) Products not manufactured and work not performed by Seller are warranted only to the extent and in themanner that the same are warranted to Seller by Seller's vendors, and then only to the extent that Seller is reasonably able to enforce such warranty. In enforcing such warranty, it is understood Seller shall have no obligation to initiate litigation unless Buyer undertakes to pay all costs and expenses therefor, including but notlimited to Attorney’s fees, and indemnifies Seller against any liability to Seller's vendors arising out of such litigation; (h) THE FOREGOING IS SELLER’S ONLY OBLIGATION AND BUYER’S EXCLUSIVE REMEDY FOR BREACH OFWARRANTY. BUYER’S FAILURE TO SUBMIT A CLAIM AS PROVIDED ABOVE SHALL SPECIFICALLY WAIVE ALLCLAIMS FOR DAMAGES OR OTHER RELIEF INCLUDING BUT NOT LIMITED TO CLAIMS BASED ON LATENTDEFECTS. IN NO EVENT SHALL BUYER BE ENTITLED TO INCIDENTAL, CONSEQUENTIAL, CONTINGENT, ORSPECIAL DAMAGES, NOR SHALL SELLER’S LIABILITY EXCEED THE PURCHASE PRICE OF THE GOODS. EVENIF THE REPAIR OR REPLACEMENT REMEDY SHALL BE DEEMED TO HAVE FAILED OF ITS ESSENTIAL PURPOSEUNDER SECTION 2-719 OF THE UNIFORM COMMERCIAL CODE, SELLER SHALL HAVE NO LIABILITY TO BUYER FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, SUCH AS LOST PROFITS, LOST REVENUE, DAMAGE TO OTHER EQUIPMENT OR LIABILITY OR INJURY TO A THIRD PARTY. ANY ACTION ARISING HEREUNDER OR RELATED HERETO MUST BE COMMENCED WITHIN ONE (1) YEAR AFTER THECAUSE OF ACTION OCCURS OR IT SHALL BE BARRED, NOTWITHSTANDING ANY STATUTORY PERIOD OF LIMITATIONS TO THE CONTRARY; and (i) In the event of the resale of any of the goods, in whatever form, Buyer will include the following language

in a conspicuous place and in a conspicuous manner in a written agreement covering such resale: “THE MAN-UFACTURER MAKES NO WARRANTIES OR REPRESENTATIONS, EXPRESS OR IMPLIED, BY OPERATION OFLAW OR OTHERWISE, AS TO THE MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OF THEGOODS SOLD HEREUNDER. BUYER ACKNOWLEDGES THAT IT ALONE HAS DETERMINED THAT THE GOODSPURCHASED HEREUNDER WILL SUITABLY MEET THE REQUIREMENTS OF THEIR INTENDED USE. IN NOEVENT WILL MANUFACTURER BE LIABLE FOR CONSEQUENTIAL, INCIDENTAL OR OTHER DAMAGES.”13. REMEDIES AND LIMITATIONS OF LIABILITY. In the event Buyer claims Seller has breached any of its obli-gations under the Sales Contract, whether of warranty or otherwise, Seller may request the return of goods andtender to Buyer, at Seller's option, a replacement shipment of goods. If Seller so requests the return of the goods,the goods will be redelivered to Seller in accordance with Seller’s instructions and at Buyer’s expense. Except as herein provided, Seller shall have no further obligation under the Sales Contract. The remedies contained in thisparagraph and paragraph 12 hereof shall constitute the sole recourse of Buyer against Seller for breach of any ofSeller’s obligations under the Sales Contract, whether warranty or otherwise.14. TECHNICAL ADVICE. Any technical advice furnished or recommendation made by Seller or any represen-tative of Seller concerning any use or application of any of the goods is believed to be reliable, but SELLER MAKESNO WARRANTY, EXPRESSED OR IMPLIED, ON RESULTS TO BE OBTAINED. BUYER ASSUMES ALL RESPON-SIBILITY FOR LOSS OR DAMAGE RESULTING FROM THE HANDLING OR USE OF ANY OF THE GOODS.15. FORCE MAJEURE. Seller shall not be liable for failure to perform its obligations under the Sales Contractin whole or in part caused by the occurrence of any contingencies beyond the reasonable control either of Selleror of suppliers of Seller. If any such contingency occurs, Seller may allocate goods and deliveries among Seller'scustomers.16. ASSIGNMENT AND DELEGATION. No right or interest in the Sales Contract shall be assigned by Buyer with-out Seller’s prior written consent, and no delegation of any obligation owed, or to the performance of any obliga-tion by Buyer shall be made without Seller’s prior written consent. Any attempt at assignment or delegation shallbe wholly void and totally ineffective for all purposes unless made in conformity with this paragraph.17. PATTERNS AND TOOLING. Unless otherwise agreed to in writing with Buyer, Seller shall retain title to andpossession of all special tooling, patterns and dies whether paid for by Buyer or not, but such special tooling,patterns and dies that are specifically paid for by Buyer will be held by Seller exclusively for the manufacture ofBuyer's goods for not more than 2 years after the date of Buyer's last order requiring their use. Seller will exer-cise reasonable care in handling and storing any tooling, patterns or dies specifically paid for by Buyer, but Sellershall not be liable for damage or loss thereof.18. PATENTS. SELLER MAKES NO REPRESENTATION OR WARRANTY WITH RESPECT TO THE PATENTABIL-ITY OF THE GOODS OR THAT ANY OF THE GOODS WILL BE FREE FROM CLAIMS OF INFRINGEMENT. Buyeragrees to indemnify and defend Seller in any such suit, action or proceeding for any claim resulting from actualor alleged infringement of any domestic or foreign letters patent for (i) any feature, construction or design incorporated at Buyer’s request in any goods or to adapt such goods to the particular use of Buyer or Buyer'scustomers or (ii) any additions, changes or adaptations made by Buyer or Buyer's customers after delivery ofthe goods.19. CONFIDENTIAL INFORMATION. All drawings, diagrams, specifications, technical data and other materialsfurnished by Seller and identified by Seller as confidential are and shall remain the exclusive property of Sellerand shall be returned to Seller upon request. Buyer agrees to treat such information and material as confidentialand not to reproduce or disclose such information or materials without Seller’s prior written consent. This para-graph does not apply to any information already known to and readily accessible in the trade or which maybecome so through no fault of Buyer.20. CHANGES. Seller may, at any time, without notice, make changes (whether in design, material, improve-ments or otherwise) in any catalog goods, and may discontinue the manufacture of any catalog goods, all in itssole discretion, without incurring any obligations of any kind as a result thereof, whether for failure to fill an orderof Buyer or otherwise.21. INSTALLATION. Installation of the goods shall be by Buyer unless otherwise specifically stated in the SalesContract.22. SEVERABILITY. If any term or provision contained in the Sales Contract is declared or held invalid by acourt of competent jurisdiction, such declaration or holding shall not affect the validity of any other term, clauseor provision contained herein.23. GOVERNING LAW AND LIMITATION. (a) The formation and performance of the Sales Contract shall bedeemed to have been made and governed by the Uniform Commercial Code as adopted in the state of Seller'sprincipal place of business; (b) Buyer hereby agrees to the jurisdiction of any state or federal court located in the county of Seller's princi-pal place of business. Buyer waives any objection based on forum non conveniens and any objection to venueof any action instituted hereunder, and consents to the granting of such legal or equitable relief as is deemedappropriate by a court of competent jurisdiction. The rights and obligations of Seller and Buyer shall not be governed by the provisions of the United Nations Convention on Contracts for the International Sale of Goods;and (c) Seller represents that the goods will be produced in compliance with the Fair Labor Standards Act of 1938,as amended. (d) BUYER AGREES TO PAY ALL OF SELLER’S COSTS AND EXPENSES OF COLLECTION AND LITIGATION,INCLUDING BUT NOT LIMITED TO ATTORNEYS’ FEES AND COSTS.

Revised October, 2004


Notes L37

Phone: (605) 225-0360 Fax: (605) 225-0567

NotesL38


Notes L39

Phone: (605) 225-0360 Fax: (605) 225-0567

NotesL40

Foote-Jones Lubrication manual

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Transcript of Foote-Jones Lubrication manual