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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:...
® H orse elIcal earbox anUal able of onTenTs Warnings and Trademarks W–1 ~ WARNING ~ W–1 Trademarks W–1 ~ AVERTISSEMENT ~ W–2...
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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...
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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...
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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).
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...
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hapter hapter hapter pecificationS Table of Contents Gearbox Selection Factors 2–2 Service Factors and K Factors 2–2 IronHorse®...
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...
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...
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...
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.
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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...
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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.
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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.
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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...
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ppendix ppendix ppendix lossary of erms Table of Contents Glossary of Gearbox Terms A–2 IronHorse®...
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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.
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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.
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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.
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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;...
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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...
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