AutomationDirect IronHorse HGR-37-005-A User Manual

Helical gearbox
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IH-HG-USER-M-WO
1st Ed. Rev. B

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Summary of Contents for AutomationDirect IronHorse HGR-37-005-A

  • Page 1 ® H orse elIcal earbox anUal IH-HG-USER-M-WO 1st Ed. Rev. B...
  • Page 2 BLANK PAGE IronHorse® Helical Gearbox User Manual – 1st Ed. Rev. B...
  • Page 3: Warnings And Trademarks

    770-844-4200. This publication is based on information that was available at the time it was printed. At AutomationDirect we constantly strive to improve our products and services, so we reserve the right to make changes to the products and/or publications at any time without notice and without any obligation.
  • Page 4: Avertissement

    («activités à risque élevé»). La société AutomationDirect nie toute garantie expresse ou implicite d’aptitude à l’emploi en ce qui a trait aux activités à risque élevé.
  • Page 5: User Manual Revision History

    IronHorse® Helical Gearbox User Manual User Manual Revision History Please include this Manual Number and the Manual Issue, both shown below, when communicating with AutomationDirect Technical Support regarding this publication. Manual Number: IH-HG-USER-M-WO Manual Issue: 1st Edition Revision B Issue Date:...
  • Page 6 BLANK PAGE Page H–2 IronHorse® Helical Gearbox User Manual – 1st Ed. Rev. B...
  • Page 7: Table Of Contents

    ® H orse elIcal earbox anUal able of onTenTs Warnings and Trademarks                            W–1 ~ WARNING ~                                              W–1 Trademarks                                                W–1 ~ AVERTISSEMENT ~                                          W–2...
  • Page 8 Table of Contents Appendix A: Glossary of Terms                         A–1 Glossary of Gearbox Terms                                       A–2 Appendix B: Gearbox Selection                         B–1 Gearbox Selection Procedure                                     B–2 Gearbox Selection Steps                                         B–2...
  • Page 9 hapter hapter hapter ettinG tarted Table of Contents Manual Overview                                            1–2 Overview of This Publication                                          1–2 Who Should Read This Manual                                         1–2 Technical Support                                                1–2...
  • Page 10: Chapter 1: Getting Started                           1-1

    By telephone: (770) 844-4200 (Mon – Fri, 9:00 am – 6:00 pm ET) On the Web: www.automationdirect.com Special Symbols When you see the “notepad” icon in the left-hand margin, the paragraph to its immediate right will be a special note.
  • Page 11: Ironhorse® Helical Gearbox Introduction                              1-3

    Chapter 1: Getting Started IronHorse® Helical Gearbox Introduction Purpose of Helical Gearboxes Gearboxes, also known as enclosed gear drives or speed reducers, are mechanical drive components that can control a load at a reduced fixed ratio of the motor speed. The output torque is also increased by the same ratio, while the horsepower remains the same (less efficiency losses).
  • Page 12: Part Number Explanation                                        1-4

    Chapter 1: Getting Started Part Number Explanation HGR - 67 - 060 - A Motor Size Input A: 56C face frame B: 145TC face frame C: 182/4TC face frame D: 213/5TC face frame E: 254/6TC face frame Ratio Three digit input for output of 1 Example: 060 = 60:1 ratio Box Size 37: 37 box size...
  • Page 13 hapter hapter hapter pecificationS Table of Contents Gearbox Selection Factors                                       2–2 Service Factors and K Factors                                          2–2 IronHorse®...
  • Page 14: Chapter 2: Specifications                            2-1

    Chapter 2: Specifications Gearbox Selection Factors Service Factors and K Factors Service Factors for Selecting Gearboxes (when used with electric motors) Load Characteristics Service Continuity Moderate Heavy Extreme (per day) Uniform Shock* Shock* Shock* Occasional 1/2 hour 1.00 1.00 1.00 1.25 Less than 3 hours 1.00...
  • Page 15 Chapter 2: Specifications IronHorse® Cast-Iron Helical Gearbox Specifications IronHorse Cast-Iron Helical Gearbox Specifications – Box Size 37 Part Number HGR-37-005-A 4.88 5.91 93.4 HGR-37-005-B 145TC HGR-37-010-A 10:1 10.02 4.04 1360 93.3 HGR-37-010-B 145TC HGR-37-015-A 15:1 15.75 2.99 1580 93.2 HGR-37-015-B 145TC HGR-37-020-A 20:1...
  • Page 16 Chapter 2: Specifications IronHorse Cast-Iron Helical Gearbox Specifications (continued) IronHorse Cast-Iron Helical Gearbox Specifications – Box Size 47 Part Number HGR-47-005-B 145TC 4.85 9.59 1565 93.4 HGR-47-005-C 182/4TC HGR-47-010-C 10:1 11.27 182TC 5.95 2255 93.4 HGR-47-015-C 15:1 15.18 182TC 4.87 2490 93.5 HGR-47-020-B...
  • Page 17 Chapter 2: Specifications IronHorse Cast-Iron Helical Gearbox Specifications (continued) IronHorse Cast-Iron Helical Gearbox Specifications – Box Size 67 Part Number HGR-67-005-B 145TC 5.23 15.38 2710 93.5 HGR-67-005-C 182/4TC HGR-67-010-C 10:1 9.90 182/4TC 12.39 4130 93.5 HGR-67-015-B 145TC 15:1 15.41 9.23 4785 1020 93.4...
  • Page 18 Chapter 2: Specifications IronHorse Cast-Iron Helical Gearbox Specifications (continued) IronHorse Cast-Iron Helical Gearbox Specifications – Box Size 77 Part Number HGR-77-005-C 182/4TC 4.78 25.13 4040 93.4 HGR-77-005-D 213/5TC HGR-77-010-D 10:1 10.91 213/5TC 16.89 6205 1035 93.5 HGR-77-020-C 20:1 23.31 182/4TC 7.84 6150 1330...
  • Page 19 Chapter 2: Specifications IronHorse Cast-Iron Helical Gearbox Specifications (continued) IronHorse Cast-Iron Helical Gearbox Specifications – Box Size 87 Part Number HGR-87-005-D 10.0 213/5TC 4.73 38.49 6120 1800 93.3 HGR-87-005-E 20.0 254/6TC HGR-87-010-D 10:1 10.66 10.0 213/5TC 27.28 9790 2375 93.5 HGR-87-015-D 15:1 15.29...
  • Page 20 Chapter 2: Specifications IronHorse Cast-Iron Helical Gearbox Dimensions See our website www.AutomationDirect.com for complete Engineering drawings. Dimensions – inches [mm] – IronHorse Cast-Iron Helical Gearboxes Part Number Frame 6.40 5.71 3.54 10.55 6.30 3.05 1.00 4.33 5.12 0.35 HGR-37-xxx-A [162.5] [145.0]...
  • Page 21 hapter hapter hapter nstallatIon aIntenance and ubrIcatIon Table of Contents Safety Notification                                           3–2 Installation                                                3–3 Mounting Positions                                           3–4 Starting Up                                                3–4...
  • Page 22: Safety Notification                                           3-2

    3) When you receive the helical gearbox, please check the outside packaging first If damage is apparent from shipping and transportation, please refuse shipment from the carrier and contact AutomationDirect customer service immediately for unit replacement Never install and operate damaged products...
  • Page 23: Installation                                                3-3

    Installation, Maintenance and Lubrication Installation Improper installation will cause damage to the helical gearbox. Please familiarize yourself with the entire set of installation instructions before starting installation. 1) Clean all dirt from the surface of the shaft or flange before installation During cleaning, be careful not to get cleaning solvents on any seals as cleaning solvents may damage the seals and void product limited warranty 2) The helical gearbox can be placed in any of five install positions...
  • Page 24: Mounting Positions                                           3-4

    Chapter 3: Installation, Maintenance and Lubrication Mounting Positions *NOTE: Mounting position M2 is not permitted. Starting Up 1) Check oil level before starting up See the Lubrication section for instructions on proper unit lubrication 2) Run In Procedure - IronHorse helical gearboxes do not require a run in procedure; however, the oil should be changed after the first 300 hours of operation Inspection and Maintenance Please check the oil quality and change it regularly.
  • Page 25 Installation, Maintenance and Lubrication Lubrication 1) All IronHorse helical gearboxes are initially filled with the proper quantity lubricant for an M1 mounting position If you want to change the assembly mounting position, please move the breather plug, oil gauge and drain plug to the correct position and fill or decrease the quantity of oil to the correct fill level specifications The breather plug should always be located at the highest point above the oil fill level 2) A certain brand and specification of oil is required and unique to a particular helical gearbox...
  • Page 26 Chapter 3: Installation, Maintenance and Lubrication Filler / Oil Gauge / Drain Plug Locations All IronHorse helical gearboxes have six (6) filler/oil gauge/drain plugs. The six plugs are located in different locations depending on the actual box size selected. Filler / gauge / drain plug locations, are shown below.
  • Page 27 Installation, Maintenance and Lubrication Recommended Lubricant CPC E.P. LUBRICANT HD CPC E.P. Lubricants HD are made of the highly refined base oils and special additives, including EP(extreme pressure) additives, anti-oxidation, anti-rust, anti-foamer, etc., with very good metal surface adhesion. These oils also contain sulfur-phosphorus EP additive to form tenacious oil film on metal surfaces that can endure high E.P.
  • Page 28 Chapter 3: Installation, Maintenance and Lubrication Storage If the helical gearbox won’t be used immediately and needs to be placed in storage for a period of time that exceeds six months, please pay attention to the special storage instructions outlined below. 1) If the gearbox is to be placed in long term storage, care should be taken by applying anti-corrosion inhibitors on all non-coated parts, including the input shaft, output shaft, flange, and foot mounts Units should be stored under a water proof cover and care should be taken to...
  • Page 29 ppendix ppendix ppendix lossary of erms Table of Contents Glossary of Gearbox Terms                                       A–2 IronHorse®...
  • Page 30 Appendix A: Glossary of Terms Glossary of Gearbox Terms Axial Movement Often called “endplay.” The endwise movement of motor or gear shafts. Usually expressed in thousandths of an inch. Back Driving Driving the output shaft of a gearbox to increase speed rather than reduce speed. Helical gearboxes are not suitable for service to increase speed.
  • Page 31 Appendix A: Glossary of Terms Overhung Load A force applied at right angles to a shaft beyond its outermost bearing. This shaft-bending load must be supported by the bearing. Overhung load ratings are listed for each gearbox size, and should not be exceeded. Some applications require the gearbox Overhung Load rating to be reduced by a K Factor and/or a Service Factor.
  • Page 32 Appendix A: Glossary of Terms BLANK PAGE Page A–4 IronHorse® Helical Gearbox User Manual – 1st Ed. Rev. B...
  • Page 33 ppendix ppendix ppendix earbox election Table of Contents Gearbox Selection Procedure                                     B–2 Gearbox Selection Steps                                            B–2 Gearbox Selection Example                                           B–2 IronHorse®...
  • Page 34 Appendix B: Gearbox Selection Gearbox Selection Procedure Gearbox Selection Steps 1) Determine the torque and speed required for the load. 2) Determine the overall speed ratio of motor speed to load speed. 3) Determine the gearbox ratio as well as any reduction outside the gearbox (pulleys, gears, etc.). 4) Determine the applicable service factor and overhung load K factor.
  • Page 35 Appendix B: Gearbox Selection 5) Use specification table to select gearbox with Max Output Torque Rating > required real torque: Gearbox required real torque = (final torque)(pulley ratio) For 10:1 gearbox: (5500 in-lb) / 5.83 = 943.40 in-lb; use HGR-37-x or larger For 15:1 gearbox: (5500 in-lb) / 3.89 = 1413.88 in-lb;...
  • Page 36 Appendix B: Gearbox Selection 8) Check results against original speed and torque requirements: NOTE: Actual gearbox ratio is used from the specifications table. Conveyor speed = (motor speed) / (gearbox ratio)(pulley ratio) = (1750 rpm) / (32.02)(16.0”/8.5”) = 29.03 rpm Max real torque available at conveyor = (gearbox output torque)(pulley ratio) = (5045 in-lb)(1.94) = 9787.3 in-lb Max design torque available at conveyor = (gearbox output torque)(pulley ratio)/SF...
  • Page 37 BLANK PAGE IronHorse® Helical Gearbox User Manual – 1st Ed. Rev. B...
  • Page 38 IronHorse® Helical Gearbox User Manual IH-HG-USER-M-WO 1st Edition Revision B...

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