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Siemens SIMOGEAR BA 2039 Operating Instructions Manual
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Siemens SIMOGEAR BA 2039 Operating Instructions Manual

Adapter for gearbox
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  • Page 3 BA 2039 (2KJ4) Introduction Fundamental safety instructions SIMOGEAR Specific safety instructions Technical description Adapter for gearbox BA 2039 (2KJ4) Installing Operation Operating Instructions Service and maintenance Spare parts Supplement to the SIMOGEAR gearbox operating instructions BA 2030 (2KJ4) 12/2022 A5E50009089A/RS-AJ...
  • Page 4 Note the following: WARNING Siemens products may only be used for the applications described in the catalog and in the relevant technical documentation. If products and components from other manufacturers are used, these must be recommended or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and maintenance are required to ensure that the products operate safely and without any problems.

  • Page 5: Introduction

    Introduction Target group This manual is aimed at planning, project, and design engineers as well as electricians, fitters, and service personnel. Avoiding dangers Avoid dangers. Ensure safe, problem-free operation and a maximum service life: • Before you start using the motor, you must read these Operating Instructions •...
  • Page 6 Your questions, suggestions and corrections of the technical documentation are welcome. For this purpose, please use the "Send feedback" link in Siemens Industry Online Support at the end of an entry or send an Email (mailto:docu.motioncontrol@siemens.com). BA 2039 (2KJ4)
  • Page 7 If you have any technical questions, contact Technical Support (https://support.industry.siemens.com/cs/cn/en/). To make a support request, proceed as follows: Precondition You have registered for and logged on to "Siemens Industry Online Support", abbreviated "SIOS". SIOS (https://support.industry.siemens.com/cs/cn/en/) Procedure 1. Click on "Your direct way to the Support Request" or follow the link Support Request (https://support.industry.siemens.com/cs/cn/en/my).
  • Page 8 Introduction BA 2039 (2KJ4) Operating Instructions, 12/2022, A5E50009089A/RS-AJ...

  • Page 9: Table Of Contents

    Mounting an input or output element on the gearbox shaft ..........25 Mounting the motor ......................27 4.5.1 Mounting SIEMENS servomotors without feather key onto adapter KS ........ 28 4.5.2 Mounting the standard motor to the K2 adapter ..............31 4.5.3...
  • Page 10 Table of contents Spare parts ............................41 Stocking of spare parts ....................... 41 Spares on Web ........................42 Lists of spare parts ......................43 7.3.1 Adapter KS ........................43 7.3.2 K2 adapter with elastic coupling ..................44 7.3.3 K4 short adapter with plug-in parts ..................46 7.3.4 K8 adapter for mounting a servomotor ................

  • Page 11: Fundamental Safety Instructions

    Fundamental safety instructions General safety instructions WARNING Electric shock and danger to life due to other energy sources Touching live components can result in death or severe injury. • Only work on electrical devices when you are qualified for this job. •...
  • Page 12 Fundamental safety instructions 1.1 General safety instructions WARNING Electric shock due to damaged motors or devices Improper handling of motors or devices can damage them. Hazardous voltages can be present at the enclosure or at exposed components on damaged motors or devices. •...
  • Page 13 • Therefore, if you move closer than 20 cm to the components, be sure to switch off radio devices, cellphones or WLAN devices. • Use the "SIEMENS Industry Online Support app" only on equipment that has already been switched off.
  • Page 14 Fundamental safety instructions 1.1 General safety instructions WARNING Active implant malfunctions due to electromagnetic fields Electromagnetic fields (EMF) are generated by the operation of electrical power equipment, such as transformers, converters, or motors. People with pacemakers or implants are at particular risk in the immediate vicinity of this equipment.

  • Page 15: Equipment Damage Due To Electric Fields Or Electrostatic Discharge

    Fundamental safety instructions 1.2 Equipment damage due to electric fields or electrostatic discharge WARNING Fire due to incorrect operation of the motor When incorrectly operated and in the case of a fault, the motor can overheat resulting in fire and smoke. This can result in severe injury or death. Further, excessively high temperatures destroy motor components and result in increased failures as well as shorter service lives of motors.

  • Page 16: Security Information

    Siemens’ products and solutions undergo continuous development to make them more secure. Siemens strongly recommends that product updates are applied as soon as they are available and that the latest product versions are used. Use of product versions that are no longer supported, and failure to apply the latest updates may increase customer’s exposure to...

  • Page 17: Residual Risks Of Power Drive Systems

    Fundamental safety instructions 1.4 Residual risks of power drive systems Residual risks of power drive systems When assessing the machine- or system-related risk in accordance with the respective local regulations (e.g., EC Machinery Directive), the machine manufacturer or system installer must take into account the following residual risks emanating from the control and drive components of a drive system: 1.
  • Page 18 Fundamental safety instructions 1.4 Residual risks of power drive systems BA 2039 (2KJ4) Operating Instructions, 12/2022, A5E50009089A/RS-AJ...

  • Page 19: Specific Safety Instructions

    Specific safety instructions General overview Note Siemens AG does not accept any liability for damage and failures that result from the non- observance of these operating instructions. Note European RoHS directive SIMOGEAR geared motors comply with the stipulations laid down in Directive 2011/65/EU.

  • Page 20: Intended Use

    The described gearboxes correspond to the state-of-the-art at the time these operating instructions were printed. Siemens AG reserves the right to change individual components and accessory parts in the interest of further development. The changes serve to improve the performance and safety.

  • Page 21: Specific Hazard Types And Fundamental Obligations

    Specific safety instructions 2.3 Specific hazard types and fundamental obligations Specific hazard types and fundamental obligations WARNING Hot, escaping oil Before starting any work wait until the oil has cooled down to below +30 ℃. WARNING Poisonous vapors when working with solvents Poisonous vapors when working with solvents.
  • Page 22 Specific safety instructions 2.3 Specific hazard types and fundamental obligations BA 2039 (2KJ4) Operating Instructions, 12/2022, A5E50009089A/RS-AJ...

  • Page 23: Technical Description

    Technical description General technical description The adapters are intended for the mounting of IEC standard motors or SIEMENS servomotors. The adapters are equipped with grease-lubricated roller bearings. The bearings are permanently lubricated. The adapters are made of aluminum or gray cast iron.

  • Page 24: Backstop K2X

    Technical description 3.4 Backstop K2X Backstop K2X NOTICE Service life limited Drive speeds below 1000 r/min or frequent starting and stopping operations (≥ 20 starts / stops per hour) will limit service life. Ensure that the backstop is replaced in time when frequent starting and stopping operations are performed.

  • Page 25: Installing

    Installing Unpacking NOTICE Transport damage impairs the correct function of the geared motor Never commission faulty or defective devices. Check the device for completeness and damage. Report any missing parts or damage immediately. Remove and dispose of the packaging material and transport equipment in compliance with regulations.
  • Page 26 Installing 4.2 General information on installation NOTICE Malfunction resulting from foreign objects The operator must ensure that no foreign objects impair the function of the gearbox. NOTICE Damaged components impair the correct function of the gearbox If any components are damaged, the correct function of the gearbox will no longer be ensured.

  • Page 27: Thread Sizes And Tightening Torques For Fastening Bolts

    Installing 4.3 Thread sizes and tightening torques for fastening bolts Thread sizes and tightening torques for fastening bolts The general tolerance for the tightening torque is 10%. The tightening torque is based on a friction coefficient of μ = 0.14. Table 4- 1 Tightening torques for fastening bolts Thread size...
  • Page 28 Installing 4.4 Mounting an input or output element on the gearbox shaft NOTICE Premature wear or material damage due to misalignment Misalignment caused by excessive angular or axis displacement to the connecting shaft extensions. Ensure precise alignment of the individual components. NOTICE Damage caused by improper handling Bearings, housing, shaft and locking rings are damaged due to improper handling.

  • Page 29: Mounting The Motor

    Installing 4.5 Mounting the motor Observe the correct mounting arrangement to minimize stress on shafts and bearings due to lateral forces. Correct Incorrect Force Figure 4-2 Mounting arrangement for low stress on shafts and bearings Procedure 1. Use either benzine or solvent to remove the anti-corrosion protection from the shaft extensions and flanges or remove the applied protective skin.

  • Page 30: Mounting Siemens Servomotors Without Feather Key Onto Adapter Ks

    Installing 4.5 Mounting the motor 4.5.1 Mounting SIEMENS servomotors without feather key onto adapter KS NOTICE Damage to the bearing caused by excessive forces Avoid high axial forces when installing on the motor. NOTICE Soiling impairs the torque transmission Any soiling in the vicinity of the shaft/hub connection will have a detrimental effect on the torque transmission.
  • Page 31 Installing 4.5 Mounting the motor Mounting servomotors with smooth shafts The KS adapter has been designed for mounting servomotors with smooth shafts (without feather key). Permissible SIMOTICS S-1FL6 1FL6XXX-XXXXX-XXGX 1FL6XXX-XXXXX-XXHX SIMOTICS S-1FK2 1FK2XXX-XXXXX-0XXX SIMOTICS S-1FK7 1FK7XXX-XXXXX-XXGX 1FK7XXX-XXXXX-XXHX SIMOTICS S-1FT7 1FT7XXX-XXXXX-XXGX 1FT7XXX-XXXXX-XXHX 1FT7XXX-XXXXX-XXKX 1FT7XXX-XXXXX-XXLX...
  • Page 32 9. Fasten the motor with the bolts 1505 with the prescribed torque. See Thread sizes and tightening torques for fastening bolts (Page 25). The claws of the coupling parts must interlock. You have mounted the SIEMENS servomotor on the KS adapter. BA 2039 (2KJ4) Operating Instructions, 12/2022, A5E50009089A/RS-AJ...

  • Page 33: Mounting The Standard Motor To The K2 Adapter

    Installing 4.5 Mounting the motor Table 4- 2 Adapter KS Size Coupling Bolt 1 Bolt 1505 size KS3.1 25.7 -0.8 KS3.2 25.7 -0.8 KS4.1 KS4.2 KS5.1 KS5.2 KS6.1 KS6.2 KS8.1 KS10.1 KS10.2 4.5.2 Mounting the standard motor to the K2 adapter Note Dimension z12 applies for standard assignment of the coupling.
  • Page 34 Installing 4.5 Mounting the motor 1505 Bolt 1557 Flexible element 1555 Coupling half 1564 Grub screw 1556 Coupling half Figure 4-4 Adapter K2 Procedure 1. Fit the coupling half 1556 onto the motor shaft extension. See Mounting an input or output element on the gearbox shaft (Page 25).

  • Page 35: Mounting The Standard Motor To The K4 Short Adapter

    Installing 4.5 Mounting the motor Table 4- 3 Adapter K2 IEC B5 Coupling Grub Bolt 1505 size screw 1564 97.5 -1.5 -1.5 -1.5 -1.5 164.5 -1.5 -1.5 33.5 4.5.3 Mounting the standard motor to the K4 short adapter Note Ensure that the plastic ring ① is located in the correct position. The plastic ring ①...
  • Page 36 Installing 4.5 Mounting the motor Correct Incorrect ① Plastic ring ② Shaft 1505 Bolt Figure 4-5 Plastic ring for K4 Procedure 1. Check the correct position of the plastic ring ① in the shaft. Correct the position if required. 2. Align the position of the motor shaft so that you can insert it in the shaft ②. The shafts do not need to be greased.

  • Page 37: Mounting The Servomotor With Feather Key To The K8 Adapter

    Installing 4.5 Mounting the motor 4.5.4 Mounting the servomotor with feather key to the K8 adapter NOTICE Damage to the bearing caused by excessive forces Avoid axial forces when installing on the motor. Note Dimension z12 applies for standard assignment of the coupling. If a special assignment is required, consult the appropriate special dimension drawing.
  • Page 38 Installing 4.5 Mounting the motor Procedure 1. Fit the coupling half 1556 onto the motor shaft extension. See Mounting an input or output element on the gearbox shaft (Page 25). 2. Maintain the clearances z12 and z. 3. Apply adhesive (medium strength, for example Loctite 243) to the grub screw 1564. 4.

  • Page 39: Operation

    Operation CAUTION Malfunctions can cause injuries or gearbox damages In the event of changes during operation, the drive component must be switched off immediately. Determine the fault as described in Section "Faults, causes and remedies" in the gearbox operating instructions. Remedy faults or have faults remedied. Check the gear unit during operation for: •...
  • Page 40 Operation BA 2039 (2KJ4) Operating Instructions, 12/2022, A5E50009089A/RS-AJ...

  • Page 41: Service And Maintenance

    Improper maintenance Only authorized qualified personnel may perform the maintenance and servicing. Only original parts supplied by Siemens AG may be installed. Only qualified personnel may perform the inspection, maintenance and servicing work. Please observe the Specific safety instructions (Page 17).

  • Page 42: Lubrication

    Service and maintenance 6.3 Lubrication Lubrication The bearings of the SIMOGEAR adapters are permanently lubricated up to size 250. The specified grease service life values are valid for an ambient temperature of up to a maximum of +40 °C. For every 10 °C increase in temperature, the grease service life is reduced by a factor of 0.7 of the value in the table (max.

  • Page 43: Spare Parts

    Siemens AG states explicitly that only spare parts and optional components supplied by Siemens have been tested and approved by Siemens. If you do not use original spare parts and optional components, Siemens AG excludes every liability and warranty. Siemens AG accepts the warranty only for original spare parts.

  • Page 44: Spares On Web

    The technical product lists are provided in Spares on Web (https://www.sow.siemens.com/?lang=en). Figure 7-3 Enter a serial number in Spares on Web BA 2039 (2KJ4)

  • Page 45: Lists Of Spare Parts

    Bolt 1525 Shaft sealing ring 1506 Washer / screw lock 1528 Washer 1508 Bolt 1530 Bearing 1509 1556 Coupling half 1512 Washer 1557 Elastomer Figure 7-4 Adapter KS for mounting a SIEMENS servomotor BA 2039 (2KJ4) Operating Instructions, 12/2022, A5E50009089A/RS-AJ...

  • Page 46: K2 Adapter With Elastic Coupling

    Spare parts 7.3 Lists of spare parts 7.3.2 K2 adapter with elastic coupling Adapter K2 sizes 80 - 250 1303 Slip-on pinion 1530 Bearing 1304 Feather key 1531 Locking ring 1401 Screw plug 1533 O-ring 1420 Vent filter 1534 Disk 1501 Adapter 1535...
  • Page 47 Spare parts 7.3 Lists of spare parts Figure 7-6 Adapter K2 sizes 280 - 315 BA 2039 (2KJ4) Operating Instructions, 12/2022, A5E50009089A/RS-AJ...

  • Page 48: K4 Short Adapter With Plug-In Parts

    Spare parts 7.3 Lists of spare parts 7.3.3 K4 short adapter with plug-in parts 1401 Screw plug 1520 Bearing 1420 Vent filter 1521 Locking ring 1501 Adapter 1522 Locking ring 1504 Bearing shield 1525 Shaft sealing ring 1505 Bolt 1528 Disk 1506 Plate / locking ring...

  • Page 49: K8 Adapter For Mounting A Servomotor

    Spare parts 7.3 Lists of spare parts 7.3.4 K8 adapter for mounting a servomotor Sizes K8 813, 816 1303 Slip-on pinion 1525 Shaft sealing ring 1304 Feather key 1528 Disk 1401 Screw plug 1529 Bearing 1420 Vent filter 1530 Bearing 1501 Adapter 1531...

  • Page 50: A, Az Adapter

    Spare parts 7.3 Lists of spare parts 7.3.5 A, AZ adapter 1401 Bolt plug 1523 Sealing washer 1420 Vent filter 1525 Shaft sealing ring 1501 Adapter 1526 Seal, Loctite 574 1504 Bearing shield 1528 Washer 1508 Bolt 1530 Bearing 1509 1531 Locking ring 1515...
  • Page 51 Spare parts 7.3 Lists of spare parts BA 2039 (2KJ4) Operating Instructions, 12/2022, A5E50009089A/RS-AJ...

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