Regal Morse M Series Installation And Maintenance Instructions Download Page 1

1

F O R M

“M” Series Clutches

Installation and Maintenance Instructions  

for Models 750 – 1000

PN 654027, PS-740-0001

4146-002AE

Revised

October 2016

A. Preinstallation

1. 

It is very important that the clutch fit the shaft properly. The following are 

recommended shaft tolerances.

2. 

On applications where a press fit is necessary, do not exceed .001 inch.

3. 

Should a .001 inch maximum press fit be required, immerse clutch in hot, 

clean oil (not to exceed 200° F.) for several minutes before mounting.

4. 

To minimize critical stresses in the keyway area of the inner race, the clutch 

keyways have a radius in the corners. A key designed to match this keyway 

is furnished with each clutch. Use this key in mounting clutch on shaft, as 

key must support full length of clutch inner race. A tight fit on key width is 

necessary on indexing applications.

5. 

Orient clutch as though in operating position and check for proper rotation. Oil 

lubricated clutches should be mounted on horizontal shafts only. Refer vertical 

shaft applications to factory.

B. Installation

1. 

When mounting the clutch and key on the shaft, apply pressure to the end 

face of the inner race only as bearing damage could result from pressure 

being applied to the outer race. Note: Caution should be exercised in installing 

the clutch to prevent damaging the seals.

2. 

Since the key has a venting groove, make certain that the side of the key with 

the groove is at the top of the clutch keyway.

3. 

Secure clutch in position on shaft. Use lock washers, snap rings, collars, 

adjacent components or similar items to hold clutch in position.

4. 

Overrun (freewheel) the clutch by hand before subjecting to test operation. 

Before using the clutch fill with proper lubricant. (Refer to the lubrication 

section.)

5. 

This additional step is applicable to the cam clutch coupling only:
a. 

Never use the clutch as a coupling. When the connection of two shafts 

is required in conjunction with a clutch, use a clutch-coupling.

b. 

After mounting the clutch per the above steps, follow these steps to 

correctly install the coupling.

1.  Slide the ring assembly onto clutch.
2.  Attach the plate gear to clutch using capscrews provided.
3.  Place seal and retainer plate on hub gear.
4.  Mount hub gear on shaft.
5.  Position units to be connected allowing 11/16 inch between plate 

gear and hub gear.

6.  Align gears with straight edge or taper gauge. Align shafts as 

accurately as possible to obtain the maximum service life from the 

coupling.

7.  Hand pack external gears with #1 or #2 ball bearing grease, forcing 

some grease between the faces to provide a lubricant reservoir. 

Repack these gears once a year.

8.  Slide ring assembly over external gears and remove excess 

lubricant.

9.  Press in seal with flat object. Gently tap-in seal exercising care not 

to damage.

10.  Attach retainer plate with screws provided.

6. 

This additional step is applicable only when oil reservoir is used  with clutch.
a. 

Reservoirs can only be used where the clutch outer race is held 

stationary as in backstop applications.

b. 

Clutches are shipped with oil seals in both ends of the clutch. Remove 

the oil seal on the reservoir side with a screwdriver or similar instrument 

being careful not to damage the clutch. Do this only after determining 

the proper direction of rotation of the clutch. This seal should not be 

reused because it is damaged by the removal process.

c. 

Prior to mounting clutch on shaft, apply Permatex* or similar sealant to 

clutch key and keyway. This prevents loss of oil through keyway.

d. 

After mounting clutch on shaft per the above steps, attach reservoir to 

the clutch end from which the seal has been removed, using capscrews 

provided with reservoir. Position reservoir with oil fill on top side.

Clutch with Oil Reservoir

 

Remove

seal at

reservoir

end

Apply

Permatex

or

similar

sealant

Oil fill

Capscrews

Clutch Coupling

Seal

Retainer

plate

Hub gear

Ring assembly

Clutch

Capscrews

Plate gear

Nominal Diameter

Bore

Shaft

Over 2" to 4"

+ .0000 / -.0015"

-.0015 / -.0025"

4" to 6”

+ .0000 / -.0020" 

-.0020 / -.0030"

Coupling Number 

C-7.5 

C-8 

C-9 

C-10 

Maximum Angular 

Misalignment 

1/2° 

1/2° 

1/2° 

1/2° 

Maximum Parallel 

Misalignment 

.010"

.010"

.010"

.010"

Allowable End Float From 

+1/4"

+1/4"

+1/4"

+1/4"

Nominal 11/16” Gap 

-5/8"

-5/8"

-5/8"

-5/8"

Power Transmission  Solutions

Regal Beloit America, Inc.

7120 New Buffington Road

Florence, KY 41042

Application Engineering: 800 626 2093

www.RegalPTS.com

•  Periodic inspections should be performed. Failure to perform proper 

maintenance can result in premature product failure and personal 

injury.

•  Read and follow all instructions carefully.
•  Disconnect and lock-out power before installation and maintenance.   

Working on or near energized equipment can result in severe injury or 

death.

•  Do not operate equipment without guards in place.  Exposed 

equipment can result in severe injury or death.

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