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How to Use This Manual

This manual provides detailed instructions on installation and

maintenance of gear drives and couplings. Use the table of

contents below to locate required information.

CAREFULLY FOLLOW THE INSTRUCTIONS IN THIS

MANUAL FOR OPTIMUM PERFORMANCE AND TROUBLE

FREE SERVICE.

Table of Contents

Drive Assembly Instructions . . . . . . . . . . . . . . . . . .  Page  2
Fastener Tightening Torques . . . . . . . . . . . . . . . . .  Page  5
Shaft Connections . . . . . . . . . . . . . . . . . . . . . . . .  Page  5
Retaining Methods for Shaft Mounted Drives . . . . .  Page  6
Installation & Removal of TA Taper Bushing . . . . . . . . Page 6
Installation & Removal of Shrink Discs. . . . . . . . . . Pages 7-8
Lubrication Recommendations . . . . . . . . . . . . . . .  Page  8
Extreme Pressure (EP) Lubricants . . . . . . . . . . . . . .  Page  8
Oil Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Page  10
Mounting Positions . . . . . . . . . . . . . . . . . . . . . . .  Page  10
Lubricant Changes . . . . . . . . . . . . . . . . . . . . . . .  Page  11
Preventive Maintenance . . . . . . . . . . . . . . . . . . .  Page  11
Bearing Greases . . . . . . . . . . . . . . . . . . . . . . . .  Page  11
Stored and Inactive Gear Drives . . . . . . . . . . . . .  Page  12

Introduction

Credit for long service and dependable operation of a gear

drive is often given to the engineers who designed it, or the

craftsmen who constructed it, or the sales engineer who

recommended the type and size. Ultimate credit belongs to the

mechanic on the job who worked to make the foundation rigid

and level, who accurately aligned the shafts and carefully

installed the accessories, and who made sure that the drive

received lubrication at prescribed intervals. The details of this

important job are the subject of this manual.

NAMEPLATE —

Operate Falk gear drives only at horsepower,

speed and ratio shown on nameplate and in the mounting

position for which it was ordered. Before changing any one of

these, submit complete nameplate data and new application

conditions to the Factory for correct oil level, parts and

application approval.

WARNING

:

Consult applicable local and national safety

codes for proper guarding of rotating members. Lock out

power source and remove all external loads from drive before

servicing drive or accessories

.

Warranty

The Falk Corporation (the “Company") warrants that, for a

period of one year from the date of shipment, the product

described herein will deliver successfully its rated output as

indicated on the nameplate, provided, it is properly installed

and maintained, correctly lubricated, and operated in the

environment and within the limits of speed, torque or other

load conditions for which it was sold. Such product is expressly

not warranted against failure or unsatisfactory operation

resulting from dynamic vibrations imposed upon it by the drive

system in which it is installed unless the nature of such

vibrations has been fully defined and expressly accepted in

writing by the Company as a condition of operation.

General Information

The following instructions apply to standard Falk Type UB drives

shown above. If a drive is furnished with special features, refer to

the supplementary instructions shipped with the drive.

WELDING —

Do not weld on the gear drive or accessories

without prior approval from The Falk Corporation. Welding on

the drive may cause distortion of the housing or damage to

the bearings and gear teeth. Welding without prior approval

could void the warranty.

EFFECTS OF SOLAR ENERGY —

If the gear drive operates in

the sun at ambient temperatures over 100°F (38°C), then special

measures should be taken to protect the drive from solar energy.

This protection can consist of a canopy over the drive or reflective

paint on the drive. If neither is possible, refer to Falk.

FOUNDATION GENERAL

To facilitate oil drainage, elevate

the gear drive foundation above the surrounding floor level. If

desired, replace the drive oil drain plug with a valve, but provide a

guard to protect the valve from accidental opening or breakage.

FOUNDATION, STEEL —

When mounting gear drive on

structural steel, it is recommended that an engineered design be

utilized for a pedestal, adapter base or bed to provide sufficient

rigidity, to prevent induced loads from distorting the housing and

causing gear misalignment. In the absence of an engineered

design, it is recommended that a base plate, with thickness equal

to or greater than the thickness of the drive feet, be securely

bolted to steel supports and extend under the entire drive.

FOUNDATION, CONCRETE —

If a concrete foundation is

used, allow the concrete to set firmly before bolting down the

gear drive. For the best type of mounting, grout structural steel

mounting pads into the mounting base, as illustrated, rather

than grouting the drive directly into the concrete.

Motors and other

components mounted on

motor plates may become

misaligned during shipment.

ALWAYS check alignment

after installation.
GEAR DRIVE ALIGNMENT —

Align drive with driven

equipment by placing broad, flat shims under all mounting pads.

Start at the low speed shaft end and level across the length and

then the width of the drive. Check with a feeler gauge to make

certain that all pads are supported to prevent distortion of

housing when drive is bolted down. After drive is aligned with

driven equipment and bolted down, align prime mover to drive

input shaft. 

Refer to Pages 5 and 6

 for coupling alignment.

Check high speed shaft coupling alignment. If the coupling is

misaligned, the drive is shimmed incorrectly. Re-shim drive and

recheck high speed coupling alignment. If necessary, realign

motor.

The Falk Corporation, P.O. Box 492, Zip 53201-0492

288-400

3001 W. Canal St., Zip 53208-4200, Milwaukee, WI USA Telephone : 414-342-3131

November 2002

Fax: 414-937-4359 e-mail: [email protected] web: www.falkcorp.com

Supersedes 10-98

®

Ultramite ®

Installation & Maintenance Instructions

Type UB

Sizes 03 thru 12

(Page 1 of 12)

TYPE UB

Summary of Contents for Ultramite UB

Page 1: ... drives shown above If a drive is furnished with special features refer to the supplementary instructions shipped with the drive WELDING Do not weld on the gear drive or accessories without prior approval from The Falk Corporation Welding on the drive may cause distortion of the housing or damage to the bearings and gear teeth Welding without prior approval could void the warranty EFFECTS OF SOLAR...

Page 2: ...drive through it Apply Anti fretting compound Dow Corning G n or equivalent to motor shaft 7 Apply liquid gasket material Loctite 518 Falk Part 2918376 furnished to flange face of basic housing as illustrated in Figure 3 Page 4 Caution This step must be followed to prevent leakage 8 Align mounting holes of high speed motor adapter with threaded holes of basic housing while assembling motor adapter...

Page 3: ...sembly procedure G R will initially be assembled and sealed with Loctite at the Factory unless otherwise specified During assembly Do Not break Loctite Seal 1 Place basic housing on a workbench so that high speed end is facing up as illustrated in Figure 2 If necessary block housing so that it is stable and level 2 Remove high speed motor adapter from basic housing ONLY if replacing 3 Clean mating...

Page 4: ... the value shown in Table 4 Page 5 Tightening Torques The support to which the torque arm is to be fastened must sustain the torque reaction listed in Table 2 Torque Arm Load Reaction Use SAE grade 5 minimum fasteners for anchoring torque arm to support structure refer to Table 3 Torque Arm Anchoring Fasteners for recommended fastener diameter Fastener length is dependent on support structure Bolt...

Page 5: ...r pulley on the shaft An endwise blow on the shaft may damage gears and bearings Coupling hubs pinions sprockets or pulleys must be installed onto the shaft using a screw jack device fitted into the threaded hole provided in the end of the shaft refer to Table 5 COUPLING CONNECTIONS The performance and life of any coupling depends largely upon how well the coupling is installed and serviced Refer ...

Page 6: ... belts if they are slipping PINION MOUNTING Mount pinion as close to the drive as possible to avoid undue bearing load and shaft deflection Refer to the Factory for pinion alignment instructions Retaining Methods for Shaft Mounted Drives The following illustrates methods for retaining shaft mounted drives INSTALLATION AND REMOVAL OF TYPE TA TAPER BUSHING Installation 1 The tapered bore hollow outp...

Page 7: ...put end of hollow shaft 2 Use a spanner Table 7 pipe or chain wrench to loosen bushing nut Initially bushing nut will freely rotate counter clockwise approximately 180 as the nut moves from the locked position to the removal position At this point anticipate resistance which indicates unseating of the bushing Continue to turn bushing nut until it is free from the hollow shaft 3 Prepare drive for l...

Page 8: ...extreme pressure lubricants are preferred The EP lubricants currently recommended are of the sulfur phosphorus type WARNING EP LUBRICANTS IN FOOD PROCESSING INDUSTRY EP lubricants may contain toxic substances and should not be used in the food processing industry without the lubricant manufacturer s approval Lubricants which meet USDA H1 classification are suitable for food processing applications...

Page 9: ... 7E 6H 8E 7H Quintuple All 6E 5H 7E 6H 8E 7H Consult Falk representative for other ambient temperatures l Consult Falk representative for input speeds below 500 rpm TABLE 12 Typical Lubricants Recommendations Specifications Mineral Lubricants Extreme Pressure AGMA Vixcosity Grade 5EP 6EP 7EP 8EP ISO Viscosity Grade 220 320 460 680 Nameplate Designation 5E 6E 7E 8E Ambient Temperature Range F Manuf...

Page 10: ...mount the drive in a special orientation not shown below including rotated and tilted drives consult the Falk Corporation for changes necessary to provide proper lubrication Refer to Table 9 for approximate quantities of oil by the drive mounting position The Falk Corporation P O Box 492 Zip 53201 0492 288 400 3001 W Canal St Zip 53208 4200 Milwaukee WI USA Telephone 414 342 3131 November 2002 Fax...

Page 11: ...changing oil in the drive grease the bearings with one of the greases listed in Table 13 Typical Grease Recommendations Specifications Regrease these bearings as part of the standard maintenance program Before installing a drive note the location of all of the bearing grease fittings and grease labels for future maintenance reference Note that some fittings may be above the oil level line and othe...

Page 12: ...r Start up after Storage instructions Periodically inspect stored or inactive gear drives and spray or add rust inhibitor every six months or more often if necessary Indoor dry storage is recommended Gear drives ordered for extended storage can be treated at Falk with a special preservative and sealed to rust proof parts for periods longer than those cited previously Material Safety Data For mater...

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