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Siemens SIMOGEAR BA 2039-KS Mounting And Operating Instruction
Siemens SIMOGEAR BA 2039-KS Mounting And Operating Instruction

Siemens SIMOGEAR BA 2039-KS Mounting And Operating Instruction

Adapter for gearbox
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Edition
01/2024
ORIGINAL MOUNTING AND OPERATING INSTRUCTIONS
SIMOGEAR
Adapter for gearbox
BA 2039 - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ
www.siemens.com/simogear

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Summary of Contents for Siemens SIMOGEAR BA 2039-KS

  • Page 1 Edition 01/2024 ORIGINAL MOUNTING AND OPERATING INSTRUCTIONS SIMOGEAR Adapter for gearbox BA 2039 - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ www.siemens.com/simogear...
  • Page 3 Introduction Fundamental safety instructions Specific safety instructions Technical description Geared motors SIMOGEAR adapters for Mounting gearboxes - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ Operation Operating Instructions Service and maintenance Spare parts Translation of the original instructions 01/2024 A5E53220834A/RS-AA...
  • Page 4 Legal information Warning notice system This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert symbol, notices referring only to property damage have no safety alert symbol.
  • Page 5: Table Of Contents

    Websites of third-party companies..................8 SIMOGEAR documentation....................8 Documentation on the Internet .................... 9 Service and support ......................9 1.6.1 Siemens Industry Online Support on the Web............... 9 1.6.2 Spare parts services ......................10 Important product information ..................10 1.7.1 Intended use........................
  • Page 6 Mounting an input or output element on the gearbox shaft..........33 Mounting the motor ......................35 5.5.1 Mounting SIEMENS servomotors without parallel key onto adapter KS ........ 35 5.5.2 Fit the standard motor to the K2 or K3 adapter ..............38 5.5.3...
  • Page 7: Introduction

    Unless explicitly agreed as part of a contract, Siemens assumes no liability relating to such suitability. Suitability for a particular application in specific individual cases must be assessed by the user on a case-for-case basis, taking into account all technical, legal and other requirements.
  • Page 8: About This Manual

    This documentation should be kept in a location where it can be accessed. Make the documentation available to the personnel that have been deployed. Description This documentation includes recommendations relating to third-party products. Siemens is aware of the fundamental suitability of these third-party products. You can use equivalent products from other manufacturers.
  • Page 9: Preventing Hazards

    The warning note concept is explained at the beginning of this documentation. 1.3.4 What is new in BA_2039_0621? Main changes in this edition Changes • Address changed from Siemens AG to Innomotics GmbH • Front covers U1 and U4 adapted 1.3.5 Standard scope Description This documentation describes the functionality of the standard scope.
  • Page 10: Websites Of Third-Party Companies

    This document may contain hyperlinks to third-party websites. Siemens is not responsible for and shall not be liable for these websites and their content. Siemens does not check the information that appears on these websites and is not responsible for the content and information provided there.
  • Page 11: Documentation On The Internet

    Service and support 1.6.1 Siemens Industry Online Support on the Web Description The following is available via Siemens Industry Online Support (https:// support.industry.siemens.com/cs/ww/en/), among others: • Product support • Global forum for information and best practice sharing between users and specialists •...
  • Page 12: Spare Parts Services

    • Catalogs/brochures 1.6.2 Spare parts services Description The online spare part service "Spares on Web" offers certain spare parts for the product: • Website: SOW address (https://www.sow.siemens.com/?lang=en). Important product information 1.7.1 Intended use Ex-version gearboxes The Ex gearbox fulfills the requirements of the Explosion Protection Direc‐...
  • Page 13: Predictable Incorrect Use

    Injuries due to incorrect use Death or severe injury can occur if you use the gearbox or the geared motor other than in the way intended by Siemens. You destroy or damage the gearbox or the geared motor. Incorrect use includes, for example •...
  • Page 14 Introduction 1.7 Important product information SIMOGEAR adapters for gearboxes - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ Operating Instructions, 01/2024, A5E53220834A/RS-AA...
  • Page 15: 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 16 Fundamental safety instructions 2.1 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 17 • 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" or a QR code scanner only on equipment that has already been switched off.
  • Page 18 Fundamental safety instructions 2.1 General safety instructions WARNING Unexpected movement of machines caused by inactive safety functions Inactive or non-adapted safety functions can trigger unexpected machine movements that may result in serious injury or death. • Observe the information in the appropriate product documentation before commissioning. •...
  • Page 19 Fundamental safety instructions 2.1 General safety instructions WARNING Injury caused by moving or ejected parts Contact with moving motor parts or drive output elements and the ejection of loose motor parts (e.g. feather keys) out of the motor enclosure can result in severe injury or death. •...
  • Page 20: Equipment Damage Due To Electric Fields Or Electrostatic Discharge

    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...
  • Page 21 Fundamental safety instructions 2.3 Cybersecurity information Further information is provided on the Internet: Industrial Security Configuration Manual (https://support.industry.siemens.com/cs/ww/en/ view/108862708) WARNING Unsafe operating states resulting from software manipulation Software manipulations, e.g. viruses, Trojans, or worms, can cause unsafe operating states in your system that may lead to death, serious injury, and property damage.
  • Page 22: Residual Risks Of Power Drive Systems

    Fundamental safety instructions 2.4 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 integrator must take into account the following residual risks emanating from the control and drive components of a drive system: 1.
  • Page 23 Fundamental safety instructions 2.4 Residual risks of power drive systems 6. Influence of network-connected and wireless communications systems, e.g. ripple-control transmitters or data communication via the network or mobile radio, WLAN or Bluetooth. 7. Motors for use in potentially explosive areas: When moving components such as bearings become worn, this can cause enclosure components to exhibit unexpectedly high temperatures during operation, creating a hazard in areas with a potentially explosive atmosphere.
  • Page 24 Fundamental safety instructions 2.4 Residual risks of power drive systems SIMOGEAR adapters for gearboxes - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ Operating Instructions, 01/2024, A5E53220834A/RS-AA...
  • Page 25: Specific Safety Instructions

    This symbol marks notes and measures. This symbol applies to gearboxes and geared motors in an Ex design. Note Siemens does not accept any liability for damage and operational disturbances that result from the non-observance of these operating instructions. Note...
  • Page 26 The described gearboxes correspond to the state-of-the-art at the time these operating instructions were printed. Siemens reserves the right to change individual components and accessory parts in the interest of ongoing development. The changes are designed to improve performance and SIMOGEAR adapters for gearboxes - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ...
  • Page 27: Installation Notes

    The latest versions of the operating instructions, the declaration of incorporation and the declarations of conformity are available in SIOS (https:// support.industry.siemens.com/cs/ww/en/ps/13424/man). Installation notes NOTICE Impermissible housing loadings when unevenness present Ensure that the housing feet and flanges are screwed together without distortion.
  • Page 28: Specific Hazard Types And Fundamental Obligations

    Specific safety instructions 3.3 Specific hazard types and fundamental obligations The vibration severity values specified in accordance with ISO 20816-1 must not be exceeded at any point on the surface of the drive. This ensures problem-free operation and a long service life. Maximum permissible vibration severity Observe the values for the maximum permissible radial and axial oscillation vibration severity in the following table.
  • Page 29 Specific safety instructions 3.3 Specific hazard types and fundamental obligations WARNING Risk of explosion when working with solvents Ensure adequate ventilation. Do not smoke. The company operating the unit must ensure that all persons assigned to work on the geared motor have read and understood these operating instructions and that they comply with them in all points in order to: •...
  • Page 30 Specific safety instructions 3.3 Specific hazard types and fundamental obligations SIMOGEAR adapters for gearboxes - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ Operating Instructions, 01/2024, A5E53220834A/RS-AA...
  • Page 31: Technical Description

    Technical description General technical description The adapters are intended for the mounting of IEC and NEMA 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 32 Technical description 4.4 Backstop K2X, K3X NOTICE Damage or destruction due to incorrect direction of rotation Do not run the motor against the backstop. Observe the direction of rotation arrow on the motor. Note The backstop is not suitable for ambient temperatures under ‑25 °C. The gearbox can be fitted with a mechanical backstop in the coupling adapter.
  • Page 33: Mounting

    Mounting Unpacking Remove and dispose of the packaging material and transport equipment in compliance with regulations. General information on installation Ex-version of gearbox and geared motor Effect on bearings of stray electric currents from electrical equipment. When mounting the gearbox on or connecting it to the machine, take care to ensure potential equalization.
  • Page 34: Thread Sizes And Tightening Torques For Fastening Bolts

    Mounting 5.3 Thread sizes and tightening torques for fastening bolts NOTICE Damaged components impair the correct function of the gearbox or geared motor If any components are damaged, the correct function of the gearbox or geared motor is no longer guaranteed. Do not install any damaged gearbox components.
  • Page 35: Mounting An Input Or Output Element On The Gearbox Shaft

    Mounting 5.4 Mounting an input or output element on the gearbox shaft Thread size Tightening torque for property class 10.9 12.9 1 000 1 200 1 500 2 000 2 400 2 500 3 600 4 200 Mounting an input or output element on the gearbox shaft WARNING Risk of burns caused by hot parts Do not touch the gearbox without protection.
  • Page 36 Mounting 5.4 Mounting an input or output element on the gearbox shaft Note Deburr the parts of elements to be fitted in the area of the hole or keyways. Recommendation: 0.2 x 45° Where couplings are to be fitted in a heated condition, observe the specific operating instructions for the coupling.
  • Page 37: Mounting The Motor

    • Seal the geared motor in the outer area. Note The flange-mounted motor must always be sealed using a suitable sealing compound. 5.5.1 Mounting SIEMENS servomotors without parallel key onto adapter KS Ex-version gearboxes Impacts can cause sparks. Apply adhesive (medium strength, e.g. Loctite 243) to the bolts 1505 and 1.
  • Page 38 Mounting 5.5 Mounting 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. Keep the drill hole of the coupling half 1556 and motor shaft completely free from grease. Do not use soiled cleaning cloths or contaminated solvents.
  • Page 39 Mounting 5.5 Mounting the motor SIMOTICS S‑1FT7 Flange-mounted design Only the classic flange may be used in this version. The recessed version cannot be mounted on the KS adapter. Permissible SIMOTICS S-1FT7 1FT7XXX‑XXXX1‑XXXX 1FT7XXX‑XXXX4‑XXXX SIMOTICS S‑1FK2 IP65 The IP65 version of SIMOTICS S‑1FK2 is mechanically not compatible with the KS adapter. However, the degree of protection IP65 is nevertheless complied with by attaching the motor to the gear.
  • Page 40: Fit The Standard Motor To The K2 Or K3 Adapter

    9. Fasten the motor using the bolts 1505 with the specified torque based on the table in Thread sizes and tightening torques for fastening bolts (Page 32). The claws of the coupling parts must intermesh. You have mounted the SIEMENS servomotor onto the KS adapter. Table 5-2 KS adapter...
  • Page 41 Mounting 5.5 Mounting the motor Note Dimension z12 applies for standard assignment of the coupling. If a special assignment is required, consult the appropriate special dimension drawing. Note The contact surfaces between adapter and motor must always be sealed using a suitable sealing compound.
  • Page 42 Mounting 5.5 Mounting the motor Procedure 1. Fit the coupling half 1556 onto the motor shaft end, as described in Mounting an input or output element on the gearbox shaft (Page 33). 2. Maintain the clearances z12 and z. 3. Apply adhesive (medium strength, e.g. Loctite 243) to the grub screw 1564. 4.
  • Page 43: Mount The Standard Motor To The K4 Or K5 Short Adapter

    Mounting 5.5 Mounting the motor NEMA TC Coupling Grub screw Bolt 1505 size 1564 1505 151.5 5/8" -1.5 5/8" -1.5 5.5.3 Mount the standard motor to the K4 or K5 short adapter Ex-version gearboxes Impact causes sparks Apply adhesive (medium strength, e.g. Loctite 243) to the bolts 1505. Ex-version gearboxes The flange-mounted motor must be sealed across the entire contact surface in order to prevent the penetration of a potentially explosive atmosphere.
  • Page 44 Mounting 5.5 Mounting the motor ① Plastic ring ② Shaft 1505 Bolt Figure 5-5 Plastic ring for K4 and K5 Procedure ① 1. Check the correct position of the plastic ring  in the shaft. Correct the position. ② 2. Align the position of the motor shaft so that you can insert it in the shaft .
  • Page 45: Mount The Servomotor With Parallel Key To The Kq Or K8 Adapter

    Mounting 5.5 Mounting the motor 5.5.4 Mount the servomotor with parallel key to the KQ or K8 adapter Ex-version gearboxes Impacts can cause sparks. Apply adhesive (medium strength, e.g. Loctite 243) to the grub screw 1564 and bolts 1505. Ex-version gearboxes The flange-mounted motor must be sealed across the entire contact surface in order to prevent the penetration of a potentially explosive atmosphere.
  • Page 46 Mounting 5.5 Mounting the motor 1505 Bolt 1557 Flexible element 1555 Coupling half 1564 Grub screw 1556 Coupling half     Figure 5-6 KQ and K8 adapters Procedure 1. Fit the coupling half 1556 onto the motor shaft end, as described in Mounting an input or output element on the gearbox shaft (Page 33).
  • Page 47: Mount Servomotor Without Parallel Key To The Kqs Adapter

    Mounting 5.5 Mounting the motor Size Coupling Grub screw Bolt 1505 size 1564 -1.5 -1.5 58.5 5.5.5 Mount servomotor without parallel key to the KQS adapter Ex-version gearboxes Impacts can cause sparks. Apply adhesive (medium strength, e.g. Loctite 243) to the bolts 1505 and 1 or 1*. Ex-version gearboxes The flange-mounted motor must be sealed across the entire contact surface in order to prevent the penetration of a potentially explosive atmosphere.
  • Page 48 Mounting 5.5 Mounting the motor Note Reduce assembling force Lightly grease or oil the gear ring tooth flanks of the flexible element 1557 or the hub. The following are permitted: • Mineral-oil based oils or greases • Silicon-based lubricants • Vaseline Note The force required to join the coupling halves is released after assembly, meaning that there is no danger of excessive axial load on the bearings.
  • Page 49 Mounting 5.5 Mounting the motor Procedure 1. Loosen the bolt 1 or 1* slightly. 2. Fit the coupling half 1556 onto the motor shaft end, as described in Mounting an input or output element on the gearbox shaft (Page 33). 3. Maintain the clearances z12 and z. 4.
  • Page 50 Mounting 5.5 Mounting the motor SIMOGEAR adapters for gearboxes - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ Operating Instructions, 01/2024, A5E53220834A/RS-AA...
  • Page 51: Operation

    Operation Ex-version of gearbox and geared motor The difference between the temperature of the housing and the ambient tempera‐ ture of max. +40 °C must not exceed 70 K. If the ambient temperatures differ, contact Technical Support. Using a suitable temperature sensor, measure the temperature at the lowest point of the housing (oil sump) or at the mounting surface in the case of output units.
  • Page 52 Operation SIMOGEAR adapters for gearboxes - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ Operating Instructions, 01/2024, A5E53220834A/RS-AA...
  • Page 53: Service And Maintenance

    We ensure that our gearboxes meet specifications by monitoring the internal pro‐ duction and logging measures at the manufacturer's factory and at trained partners. Only SIEMENS or authorized partners are permitted to carry out maintenance work on an Ex-stamped product.
  • Page 54: Lubrication

    Service and maintenance 7.3 Lubrication Note Friction clutches with proximity switch are not suitable for ambient air temperatures under -20 °C. If the ambient temperatures differ, contact Technical Support. If necessary, readjust the friction torque or replace the wearing parts, e.g. friction lining and bushes.
  • Page 55 Service and maintenance 7.3 Lubrication Table 7-2 Grease service life in operating hours [h] with permanent lubrication Frame size Input speed n in rpm Grease quantity in 3 600 3 000 1 800 1 500 1 200 ≤ 1 000 the bearing K3, K5 K4 A, AZ Operating hours in h in g 33 000 33 000...
  • Page 56 Service and maintenance 7.3 Lubrication SIMOGEAR adapters for gearboxes - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ Operating Instructions, 01/2024, A5E53220834A/RS-AA...
  • Page 57: Spare Parts

    As a consequence, active and / or passive safety is diminished. Siemens explicitly states that only spare parts and accessories supplied by Siemens have been tested and approved by Siemens. If you do not use original spare parts and original accessories, Siemens excludes any liability and warranty.
  • Page 58: Spares On Web

    The proven services therefore contribute to reducing the total cost of ownership for you, as well as to creating sustainable values and solutions. The technical product lists are provided in Spares on Web (https://www.sow.siemens.com/? lang=en). SIEMENS ①...
  • Page 59: Spare Parts Lists

    Spare parts 8.3 Spare parts lists Spare parts lists 8.3.1 Adapter KS Figure 8-3 Adapter KS for mounting a SIEMENS servomotor Bolt 1514 Bush 1401 Screw plug 1515 Shaft 1420 Vent filter 1520 Bearing 1501 Adapter 1521 Locking ring 1504 Bearing shield...
  • Page 60: K2 And K3 Adapters With Elastic Coupling

    Spare parts 8.3 Spare parts lists 8.3.2 K2 and K3 adapters with elastic coupling Adapter K2 sizes 80 - 250, adapter K3 sizes 56 - 280 Figure 8-4 K2 and K3 adapters with flexible coupling 1303 Slip-on pinion 1525 Shaft sealing ring 1304 Parallel key 1528 Washer 1401 Screw plug...
  • Page 61 Spare parts 8.3 Spare parts lists 1522 Locking ring 1569 Reduction piece 1524 Locking ring 1570 Proximity switch Figure 8-5 Adapter K2 sizes 280 - 315 SIMOGEAR adapters for gearboxes - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ Operating Instructions, 01/2024, A5E53220834A/RS-AA...
  • Page 62: K4 And K5 Short Adapters With Plug-In Connection

    Spare parts 8.3 Spare parts lists 8.3.3 K4 and K5 short adapters with plug-in connection Figure 8-6 K4 and K5 short adapters with clamp connection 1401 Screw plug 1514 Locking ring 1420 Vent filter 1515 Shaft 1501 Adapter 1516 Bush 1504 Bearing shield 1520 Bearing 1505...
  • Page 63: Kq, K8 And Kqs Adapters For Mounting A Servomotor

    Spare parts 8.3 Spare parts lists 8.3.4 KQ, K8 and KQS adapters for mounting a servomotor Sizes KQ 703, 704, 706, 708 / K8 808, 813, 816 Size KQ 710 / K8 810 Figure 8-7 KQ, K8 and KQS adapters for servomotor 1303 Slip-on pinion 1520 Bearing 1304 Parallel key...
  • Page 64 Spare parts 8.3 Spare parts lists 1518 Bolt 1560 Coupling 1519 Sleeve 1561 Parallel key Figure 8-8 K8 sizes 818 - 822 SIMOGEAR adapters for gearboxes - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ Operating Instructions, 01/2024, A5E53220834A/RS-AA...
  • Page 65: A, Az Adapter

    Spare parts 8.3 Spare parts lists 8.3.5 A, AZ adapter Figure 8-9 A, AZ adapter 1401 Screw plug 1420 Vent filter 1501 Adapter 1504 Bearing shield 1508 Bolt 1509 1513 O-ring 1515 Shaft 1520 Bearing 1521 Locking ring 1522 Locking ring 1523 Sealing washer 1525 Shaft sealing ring...
  • Page 66 Spare parts 8.3 Spare parts lists SIMOGEAR adapters for gearboxes - KS, K2, K3, K4, K5, KQ, KQS, K8, A, AZ Operating Instructions, 01/2024, A5E53220834A/RS-AA...
  • Page 68 More information SIMOGEAR on the Internet: www.siemens.com/simogear Industry Online Support (Service and Support): www.siemens.com/online-support IndustryMall: www.siemens.com/industrymall...

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