Genie SCREW DRIVE Assembly/Installation Instructions

P/N 37067501312
05-11
01-11
ASSEMBLY/INSTALLATIONINSTRUCTIONS
FOR
SCREW DRIVE MODEL GARAGE DOOR OPENERS
STEP 4
STEP 1
STEP 2
STEP 3
STEP 5
STEP 6
BLUE PARTS BAG ORANGE PARTS BAG GREEN PARTS BAG
PUSH NUT
(X 1)
COTTER PIN (X 1) COTTER PIN (X 1) SELF-DRILLING SELF-DRILLING
CLEVIS PIN SELF-TAPPING SCREW, SELF-TAPPING SCREW,
SCREW, SCREW,
DOOR DOOR
LOCK NUT L 1/4 X 3/4 (X 2) 1/4 X 3/4 (X 2)
3/8-15/16 3/8-15/16
1/4-20 X 3/4 (X 3) 1/4-20 X 3/4 (X 3) BRACKET BRACKET
3/8-16 (X 2) 3/8-16 (X 2)
(X 1) (X 1)
(X1) (X1) BOLT, BOLT,
5/16-18 X 3/4 5/16-18 X 3/4
RELEASE RELEASE
LAG SCREW LAG SCREW
TAPERED A E E (X 2) (X 2)
HANDLE HANDLE
FLANGE SCREW FLANGE SCREW 5/16 X 1-3/4 (X 2) 5/16 X 1-3/4 (X 2)
BOLT
3 / 8-16 X 7/ 8
1/4-14 x 3/4 (X 4)
(X 2) (X 2) (X 4)
CLEVIS PIN, LONG (X 1) CLEVIS PIN, LONG (X 1)
LOCK NUT (SERRATED), LOCK NUT (SERRATED),
HEADER HEADER
5/16-18 (X 2) 5/16-18 (X 2)
COUPLER (X ) 1) WIRE CLIP (X 4) WIRE CLIP (X 4) BRACKET (X 1) BRACKET (X 1)
STEP 1– Rail Assembly
A B
Opener End Rail Section, Middle Rail Section, C Door End Rail Section
D Screw Clips, E Screw Collars, and F Rail Connectors G Mounting Straps
1. Sections of rail assembly slide together in order shown.
2. Slide screw connection end of opener end section A into rail connector
3. Attach Shuttle to Carriage in middle section. See DETAIL 1 below.
F
4. Slide middle section B into same rail connector until it locks.
Check closely to ensure you connect proper end of section. Short screw connection piece mates
with long connection piece.
5. Connect the two screw sections. Screw sections can be rotated for alignment.
See DETAIL 2 below.
6. Slide second rail connector F onto middle rail section B until it locks.
7. Complete rail assembly by sliding screw connection end of door end section
(has a blunt ended screw) into rail connector until it locks.
8. Connect the two screw sections. See DETAIL below.
DETAIL 1
Slide shuttle into door end of rail (NOTE DIRECTION). Rail fits into grooves
along sides of shuttle. When shuttle moves over the carriage, it will lock
into place.
GROOVES
ALONG
SHUTTLE
DIRECTION
B
TOWARD
DOOR
ENGAGED
DISENGAGED
CARRIAGE
B
RAIL CONNECTOR
F
E
F
A
A
STEP 2 – Attaching Rail to Powerhead
The COUPLER, used to connect the drive screw to the
motor shaft, has a small hole on one end and a larger
hole on the opposite end.
• The smaller hole fits over the motor shaft.
• The larger hole fits over the drive screw.
1. Place shaft coupler large hole over end
of drive screw.
TONGUE
2. Align drive screw/coupler (small hole) with motor
shaft and slide together.
3. Place rail mounting bracket on top of rail
MOTOR
with tongue of bracket inserted into slot in rail. SHAFT
MAKE SURE RAIL IS CLOSED SIDE UP-
SCREW UNDERNEATH.
COUPLER
4. Align holes in bracket with those on
power head* and fasten with tappered DRIVE
SCREW
flange bolts supplied.
Top of
Rail
LARGE HOLE
TONGUE
SLOT IN RAIL
NOTE
* Some units are equipped with amotion sensor.
Take special care to prevent damage.
This sensor works by detecting
body heat. Range of detection
may be reduced when temperature
in the garage is close to body
* Use soft material to cushion
temperature. (DO NOT remove
under side of opener in order
foam cushion from underside
to protect powerhead. of opener.)
STEP 3 – Attaching Rail to Header
1. If marked header bracket position
is above header, attach 2" x 6" board
across wall studs to create
mounting location.
2. Place bracket on your line and mark
hole locations. Drill 5/32" pilot holes.
3. Fasten bracket with lag
screws provided.
IN LOW OVERHEAD SITUATIONS,
HEADER BRACKET CAN BE MOUNTED
ON CEILING AS SHOWN
MAX. 6" FROM WALL
HEADER
WALL
BRACKET
CEILING
TORSION SPRING
TOP OF DOOR
x 2
5/16" x 1-3/4" Lag Bolt
**Highest point of travel plus:
Sectional door = Highest point plus 2.5"
One-piece door = Highest point plus 6"
©2011 GMI HOLDINGS, DBA The Genie® Company
This opener includes parts and supplies needed for installation in MOST garages and on MOST garage doors. There are many variations of garages and
garage doors. A few additional parts and supplies may be needed for installation in YOUR garage and to YOUR garage door. While going over the checklist below,
used–does it extend far enough above the spring(s) to allow mounting of the Header Bracket. If not, or if you can't tell–you will probably need a piece of 2" x 6"
need fasteners for mounting to the track itself or some other material? 4) Measure the height of your door. If it is taller than 7' , you will need a Rail Extension Kit.
Is there an electrical outlet within approximately 3' of the point where the powerhead will be? If not you need to contact a licensed electrician.
Check condition of the door and all its associated hardware: Tracks, springs, hinges, rollers. Is anything loose or appear worn? If so, call a trained profes-
sional for an evaluation and repairs if needed. DO NOT ATTEMPT TO ADJUST SPRINGS OR THEIR ATTACHED PARTS!
Operate the door manually. Does it move freely and smoothly? Check the balance of the door by lifting it by hand approximately halfway open and let go. It
should stay put or move very slowly. If not, call a trained professional for repairs.
Remove all ropes and remove or disable all locks connected to the garage door. It is also recommended tha T-handles be removed. Closed loop lifting
handles with no protruding parts can remain.
TO REDUCE THE RISK OF SEVERE INJURY OR DEATH:
1 READ AND FOLLOW ALL SAFETY, INSTALL ATION AND OPERATION INSTRUCTIONS. If you have any questions or do not understand an instruction, call The Genie®
Company or your local Genie® Factory Authorized Dealer.
2 Do Not install operator on an improperly balanced door. An improperly balanced door could cause severe injury. Repairs and adjustments to cables, spring
assembly, and other hardware must be made by a trained service person using proper tools and instructions.
3 Remove all ropes, and disable all locks connected to the door before installing operator.
4 Install door operator 7 feet or more above the floor. Mount the emergency release knob 6 feet above the floor.
5 Do Not connect the operator to the source of power until instructed to do so.
6 Locate the control button: A) Within sight of door. B) At a minimum height of 5 feet, so small children cannot reach it. C) Away from all moving parts of the door.
7 Install the entrapment WARNING label next to the wall button or console. Install the emergency release tag on, or next to, the emergency release Handle.
8 The operator must reverse when the door contacts a 1-1/2 inch high object on the floor at the center of the doorway. This is about the size of a 2" x 4" board laid flat.
STEP 3 – Attaching Rail to Header
CAUTION
YELLOW PRT BAG
Header Bracket must be fastened to
garage framing. DO NOT fasten to
drywall, particle board, plaster, or
SAFE-T-BEAM® SOURCE (X 1) SAFE-T-BEAM® SOURCE (X 1)
other such materials.
SAFE-T-BEAM® SENSOR (X 1) SAFE-T-BEAM® SENSOR (X 1)
LAG SCREW, LAG SCREW,
4. Carefully lean rail/opener assembly against garage door wall with
INSULATED INSULATED
1/4 X 1-1/4 (X 4) 1/4 X 1-1/4 (X 4)
STAPLE STAPLE
pulley assembly next to header bracket. Place cardboard, rag or any
1/4 X 3/4 ( ˜ 30) 1/4 X 3/4 ( ˜ 30) SMALL CLEAR BAG
˜ ˜
soft material under powerhead to protect it. It may be necessary to
(NOT INCLUDED (NOT INCLUDED
RUBBER
IN PRO UNITS) IN PRO UNITS)
elevate the powerhead in order for the rail to clear the torsion spring.
PLUGS, (X 2)
5. Align pulley assembly and rail with side holes in
SMALL CLEAR BAG
LAG SCREW LAG SCREW
bracket and fasten with clevis pin and push nut.
5/16 X 1-3/4 5/16 X 1-3/4 CLIP, (X 2)
Support opener or have an
(X 2) (X 2)
COLLAR, (X 2)
assistant hold it during this step
F
until it locks into place.
Plug accessory
holes now.
C
NETWORK BBU
STEP 4 – Mounting Powerhead
C
Continue supporting the opener
(This step is easier with two people.)
1. Align opener with center of door. Measure from each side of door to where rail meets
powerhead. Measurements must be equal. Figure 1. Mark location.
2. Attach Mounting Straps in position.
RAIL CONNECTOR
3. While supporting opener, carefully open door. Raise opener to desired height, being
sure to allow clearance between rail and door as door passes through its highest point:
– This should be at least 2" on a one-piece door.
F
– Rail should be near level with fl oor on a sectional door.
4. Fasten opener to mounting straps using nuts and bolts indicated. Figure 2.
DETAIL 2
INSTALLING
CLIPS & COLLARS
Figure 1
1
Slide Collar over long Hook
Figure 2
2
Mate Hooks
A
TYPICAL OPEN
BEAM CEILING
LAG
SCREWS
3
Slide Collar over Joint
(not
supplied)
4
Snap Clip behind Collar
STEP 5 – Attaching Door Bracket
D
SECTIONAL DOOR (Lightweight)
Doors come both with & without braces where door bracket
attaches. Illustration a. and b. (without) and c. (with).
1. Regardless: the door bracket location is the same. On door centerline and higher than the top
set of door rollers.
• With a brace you may need to drill mounting holes through it. You may also be able to attach door
G
arm directly to the brace and eliminate the need for the door bracket.
2. Using door bracket as a template–mark the hole locations.
3. Drill 1/8" pilot holes and fasten with 1/4"-20 x 3/4" self-drilling screws provided.
SECTIONAL DOOR (Wooden)
1. Follow Lightweight instructions 1 and 2.
Mounting Straps
2. Drill 5/16" holes completely through door and fasten with 5/16" x 2" carriage bolts and nuts
(set aside, not used
(not furnished).
until INSTALL STEP 3)
ONE-PIECE DOOR
1. Hold door bracket on door centerline, high as possible, on door face or top edge (preferred) and
mark hole locations.
2. For top edge (illustration d.):
• Drill 5/16" holes through door frame. Fasten with 5/16" x 2" bolts and nuts.
Face mount (illustration e.):
• Drill 5/16" holes through top door frame and fasten with 5/16" x 4-1/2" carriage bolts and nuts.
OR Fasten using 1-1/2" to 2" lag bolts. You must drill pilot holes to avoid splitting the frame.
USE BLUE PARTS BAG
a.
Figure 1
OR
b.
THE RAIL IS CONNECTED
WITH THE CLOSED SIDE
FACING UP. THE SCREW WILL
BE UNDERNEATH AND NOT
VISIBLE WHEN VIEWED
FROM ABOVE.
Doors made of masonite, lightweight wood, fiberglass, and sheet metal must be properly braced before mounting door
opener. Contact door manufacturer or distributor for any questions or concerns. The Genie® Company is not responsible for
any damage caused due to an improperly braced door.
d.
SMALL HOLE
x 4
1/4-14 x 3/4"
Tapered Flange Screw
STEP 5b – Attaching Door Arms
Do this with door fully closed.
1. Tie knot in one end of red emergency release cord.
2.
Pass opposite end of cord up through red emergency
MOTION
release handle and through hole in carriage release lever.
SENSOR
PROTECTIVE CUSHION
3.
Adjust height of handle to at least 6' above floor, and
tie off cord. Cut off extra cord.
4. Using the Emergency Release Cord, place the carriage
(part1)
in the disengaged position (See STEP 1, DETAIL 1).
USE ORANGE PARTS BAG
Figure 1
HIGHEST
POINT RED EMERGENCY
RELEASE HANDLE
of travel
PLUS**
SECTIONAL DOOR
HEADER
1. 1. Straight arm attaches to carriage using
clevis pin and cotter pin provided
2. Curved arm attaches to door bracket using
clevis pin and cotter pin provided.
ONE-PIECE DOOR
DOOR
1.
Straight arm only is used and connects to
CENTERLINE
carriage and door bracket both with clevis
pins and cotter pins provided.
Clevis Pin
3/8" x 15/16"
Bolt
5/16"-18 x 1"
WARNING:
!
USE ORANGE PARTS BAG
WARNING
Door springs are under high tension. If spring or shaft is in the
way, measure above spring or shaft on the garage door
centerline and mark as location for header bracket. DO NOT
ATTEMPT TO MOVE, ADJUST, OR REMOVE DOOR SPRING!
PLUGS IN SMALL CLEAR BAG
ACCESSORY
HOLES
3-7/8" Clevis Pin, Long & Push Nut
USE BLUE PARTS BAG
.
WALL WALL
DOOR
Bolt 3/8" 16 x 7/8"
3/8"-16
POWERHEAD
Lock Nut
Attach hangers B FINISHED CEILINGS
directly to joists.
WITH HIDDEN JOISTS
LAG
SCREWS
(not
supplied)
Use cross piece
(not supplied) for
attaching to
hidden joists.
USE ORANGE PARTS BAG
DOOR
CENTERLINE
c .
Rollers
ATTACH
NO LOWER
THAN TOP
ROLLERS
CAUTION
e.
DOOR CENTERLINE
1/4"-20 x 3/4"
elf Drilling Screw
S
USE BLUE & GREEN PARTS BAG
LINE UP AND CONNECT DOOR ARMS AS SHOWN.
MAKE SURE CARRIAGE IS DISENGAGED, SO IT WILL
MOVE AS NEEDED TO ALIGN HOLES.
CLEVIS PIN
BASIC
OVERHAND
WALL HEADER
KNOTS
SPRING 30° max.
BOLT/
NUT
A
DOOR
SECTIONAL DOOR
ADDED MOUNTING MATERIAL
WALL
SPRING
BLUE BLUE
BAG BAG
x 2
x 1
Cotter Pin
.073" DIA.
5/16"-18
GREEN GREEN FACE
BA G
BAG
DOOR
x 2
x 2
ONE-PIECE DOOR
Lock Nut
Overhead doors are large, heavy objects that move with the help of springs
under high tension and electric motors. Since moving objects, springs
under tension, and electric motors can cause injuries, your safety and the
a s t e f o y o f h t s r e e d e p d n o y n u o e r d a n i t g e h n i o f m r
you have questions or do not understand the information presented, call
The Genie Company or your local Genie Factory Authorized Dealer.
In this section, and those that follow, the words Danger, Warning and
Caution are used to emphasize important safety information.
The word:
DANGER:
indicates an imminently hazardous situation
which, if not avoided, will result in death or serious injury.
WARNING:
indicates a potentially hazardous situation
which, if not avoided, could result in death or serious injury.
CAUTION: indicates a potentially hazardous situation
which, if not avoided, may result in injury or property damage.
The word NOTE is used to indicate important steps to be
followed or important considerations.
WARNING–A MOVING DOOR
Could result in serious injury or death.
• e K p e e p p o e l l c a e o r o f e p i n g n w h e l i o d r o s i
• Do Not allow children to play with the door operator.
• Do Not o e p a r e t a o d r o h t t a a j m s o o r e n h t
WARNING–AN ELECTRICAL SHOCK
Could result in serious injury or death.
• Turn off power before removing operator cover.
• W h n e e r l p i c a g n c v o , r e m a e k u s e r w e r i a s e r
moving parts.
• Operator must be properly grounded.
WARNING–HIGH SPRING TENSION
Could result in serious injury or death.
• Do Not try to remove, repair or adjust springs or anything to
w i h h c d o o s r i r p g n a p s t r r a f e s a e t e n , d u s h c
brackets, cables or other like items.
• Repairs and adjustments must be made by a trained door system
t c e n h i c i n a u i s g n r p p o r e o t l o a s d n n i r t s c u o i t
STEP 6 – Safe-T-Beam®
(part 2)
WARNING:
Verify there is NO POWER to the opener prior to
beginning any wiring installations or changes.
1. Safe-T-Beam® does not have to be mounted
on garage door frame. Can be mounted
anywhere along garage door wall. Must
have clear line of sight between them
Figure 2
and top of lens must be between
5"- 6" above fl oor.
2. Hold mounting brackets against
desired surface , mark holes fasten with
lag screws or appropriate fasteners for
the material.
3. Route two (2) lengths of two (2) conductor wire
from powerhead, along top of rail, across header,
CLEVIS PIN
and PUSH NUT
one to right, one to left and down to Safe-T-Beam®.
4. Fasten wire to rail with wire clips spaced evenly
along rail.
5. Fasten to header and wall with insulated staples
and cut off excess wire.
NO WIRE OR STAPLES
PROVIDED IN PRO UNITS
GREEN
BAG
30
Staples
Insulated
x 1
ORANGE
BAG
x 4
Wire Clips Wire
WIRING CONNECTIONS
6. At Safe-T-Beam® source and sensor, attach wires at terminal screws.
Either wire may be connected to either terminal (Circuit is non-polar).
7. At powerhead, twist striped wires together. Twist white wires
together. Attach to plug-in terminals 1 & 2 (again either terminal is
fi ne). Bundle any excess slack and tape to top of powerhead
NOT DIRECTLY ABOVE LIGHT(S).
x 2
Press here to open lens. Use caution opening.
CONNECTION AT STB
CIRCUIT IS
NON-POLAR.
x 2
YOU MAY
CONNECT
EITHER WIRE
TO EITHER
TERMINAL.
STEP 7 – Installing Wall Console
1. Route wire from powerhead to desired location for
wall console. Some homes are pre-wired and they may not be color-coded. The wall console circuit
is not polarized, therefore, either wire may be connected to either terminal without a problem.
2. Secure wire with insulating staples and cut off excess wire.
3. Attach wires to wall console as shown. Insert opposite end of wire through Control Wire Tube on
BOLTS/
powerhead illustrated above and attach as shown.
NUTS
4. Mount wall console with #6 screws provided.
5. Post Entrapment Warning Label
next to wall console.
CONSOLE
TERMINAL
CONNECTIONS
ENTRAPMENT
WARNING LABEL
Use of any other wall control can cause unexpected operation of the door and loss of the lighting feature. Locate wall console
within sight of the door and far enough from door to prevent contacting it while operating the console. Must be at least 5 feet
above floor to prevent small children from operating it.
OPTIONAL DUAL WALL CONSOLE INSTALLATION
Use only a Series III wall console when adding a second. The optional second Genie® Series III wall
console must be purchased separately.
TO POWERHEAD TO WALL CONSOLE #1
FROM STBs
FROM WALL
CONSOLE
VERTICAL BRACE
NOT NOT NOT NOT
USED USED USED USED
B/W
W
STB BWC IWC
Wire connector
on Powerhead
Wall console #1
STEP 8 – Professional Connect to Power
FOR PERMANENT WIRING BY ELECTRICIAN
IF USING THE STANDARD POWER CORD,
SKIP TO STEP 9.
1. Cut existing wires OUTSIDE CHASSIS .
2. The wire connections must be made INSIDE
CHASSIS, and there must be at least 6" of new
power supply line wire INSIDE CHASSIS. (Conduit
illustrated is optional.) (Conduit, strain relief and
wire nuts are not provided.)
x 3
WARNING:
Opener is equipped with grounded electrical plug for
DO NOT alter plug in any way! If you have no grounded
outlets, have one installed by a licensed electrician.
Opener must be properly grounded to prevent personal
injury and equipment damage. NEVER USE AN EXTENSION
CORD! Check local building codes for any requirement
that you must have a permanent hard-wired connection.
If required, it must be installed by a licensed electrician.
NEVER REMOVE MOTOR COVER. All work inside cover
must be performed by a licensed electrician using
proper tools and instruction.
STEP 9 – Finishing
COTTER PIN
1. Install light bulbs and insert hinges into slots in
DISENGAGED
motor cover. 1
2. Swing lens up into place. It may be necessary
to squeeze lens slightly to align tabs with slots
at top of motor cover. 2
3. Ensure latch snaps into place.
EMERGENCY RELEASE LEVER
1. The opener is now ready to program
A=
MAKE THIS THE for operation.
SHORTEST OVERALL
COMBINED LENGTH
2. CAUTION: DO NOT RUN OPENER
OF THE DOOR ARMS
UNTIL Travel Limits have been set.
3 Instructions for programming the opener
are in your "OPERATION AND
DISENGAGED
MAINTENANCE MANUAL."
STEP 10 – Connect to Power
with power cord
EMERGENCY RELEASE LEVER
FOR GROUNDED OUTLET CONNECTION
1. Plug in the power cord. Coil excess cord and tape or twist tie it to top of powerhead (DO NOT
PLACE ABOVE LIGHT BULBS).

TOOLS RECOMMENDED

a o i t i n t n s i h m n a l a u f I .
m v o n i . g
t a a h a s r b k o n e p s n i r . g
o n p t n i h c d e r o e n r a
, s a w o d o l b c o s k s , e t l e
. s n
USE YELLOW PARTS BAG
Wall
Mount
Top of
Bracket
x .
6 " m a SENSOR
.
5 " m in
SOURCE (red LED) Floor Mount
NO HEIGHT ADJUSTMENT
IS NEEDED FOR FLOOR
x 4
MOUNTED UNITS.
1/4"x 1-1/4"
Lag Screw
CAUTION:
When using insulated staples, make only snug
enough to hold wire in place. Staples too tight
can cause damage to wire and cause
Safe-T-Beam® System to malfunction.
WIRE CLIPS
Adhesive pad on bottom. Remove paper
from adhesive pad and stick clip to rail.
INSULATED STAPLES
95 ft
WIRE
OPERATOR STB CONNECTION
TO MAKE CONNECTIONS
Press in on orange tab, insert wire
into hole and release tab.
LOCATED INSIDE LIGHT LENS
NOT NOT
USED USED
1 2 3 4 5 6
STB BWC AWC
USE ORANGE PARTS BAG
WALL CONSOLE
CONNECTIONS
AT POWERHEAD
WALL
NOT NOT
USED USED
B
A
1 2 3 4 5 6
STB BWC IWC
WARNING:
BOTH TO POWERHEAD
FROM STBs
FROM WALL
CONSOLE #1
FROM WALL
CONSOLE #2
OR
NOT
NOT
USED USED
B/W W
B/W W
W
B/W
STB BWC IWC
Wire connector on
Powerhead
Wall console #1 Wall console #2
Wall console #2
TOROID
WIRE NUTS
GND WIRE
SERRE-FILS
CONNECTOR
TOROID
TOROID
GREEN - GROUND
WHITE - NEUTRAL
BLACK - HOT
electrical outlets.
NO TOROID
WIRE NUTS
GND WIRE
SERRE-FILS
CONNECTOR
EXISTING
WIRE
GREEN - GROUND
WHITE - NEUTRAL
BLACK - HOT
)
DO NOT EXCEED MAX. WATTAGE
Each light bulb must be 100 W or less.*
MOTOR COVER
MOTOR COVER
2
HINGE
TAB
LATCH
*
Model 2562 requires light bulbs
1
of no more than 60 Watts.