Festo EXCM-30 -PF Series User manual

Instructions
Mechanical
installation
8044427
1605b
[8044434]
EXCM-30
Planar surface gantry

EXCM-30
2 Festo – EXCM-30-EN – 1605b – English
Translation of the original instructions
LOCTITE®is a registered trademark of its respective trademark holder in certain countries.
Identification of hazards and instructions on how to prevent them:
Danger
Immediate dangers which can lead to death or serious injuries
Warning
Hazards that can cause death or serious injuries
Caution
Hazards that can cause minor injuries
Other symbols:
Note
Material damage or loss of function
Recommendations, tips, references to other documentation
Essential or useful accessories
Information on environmentally sound usage
Text designations:
 Activities that may be carried out in any order
1. Activities that should be carried out in the order stated
– General lists
èResult of an action/References to more detailed information

EXCM-30
Festo – EXCM-30-EN – 1605b – English 3
Table of Contents – EXCM-30
1 Requirements for product use 5...............................................
1.1 Target group 5.............................................................
1.2 Intended use 5.............................................................
1.3 Foreseeable misuse 5.......................................................
1.4 Applicable documents 6.....................................................
1.5 Obligations of the machine manufacturer 6......................................
1.6 Service 6.................................................................
2 Transport and storage 7.....................................................
2.1 Restraints in the packaging 7.................................................
3 Product overview 8.........................................................
3.1 Configuration 8............................................................
3.1.1 Motor mounting variants 10...........................................
3.1.2 Motor variants 10...................................................
3.2 Operating principle 11........................................................
3.3 Permitted mounting position 11................................................
4 Mounting 12...............................................................
4.1 Safety instructions 12........................................................
4.2 Preparation 12..............................................................
4.2.1 Fitting space 12.....................................................
4.2.2 Mounting surface 12.................................................
4.2.3 Types of mounting 13................................................
4.2.4 Profile mountings 14.................................................
4.3 Installation 16..............................................................
4.3.1 Aligning and mounting the product (profile mounting) 17....................
4.3.2 Aligning and mounting the product (adjusting kits) 19......................
4.4 Optional work 24............................................................
4.4.1 Mounting/dismantling motor 24........................................
4.4.2 Adapting cable outlets 25.............................................
4.5 Attachment components 26...................................................
4.5.1 Remove the protection against particles for EXCM-30-...-P8 27...............
4.5.2 Setting end stops of the Y-axis 27......................................

EXCM-30
4 Festo – EXCM-30-EN – 1605b – English
5 Installation 28..............................................................
5.1 Safety instructions 28........................................................
5.2 Electrical installation 28.......................................................
5.2.1 Connecting motor and encoder cables 28................................
6 Commissioning 29...........................................................
7 Maintenance 30.............................................................
7.1 Safety instructions 30........................................................
7.2 Cleaning 30.................................................................
7.3 Lubrication 31..............................................................
7.4 Repair 32..................................................................
8 Dismounting 33.............................................................
8.1 Safety instructions 33........................................................
8.2 Procedure 33...............................................................
8.3 Recycling 33................................................................
A Technical appendix 34........................................................
A.1 General features 34..........................................................
A.2 Flatness 34.................................................................
A.3 Approvals 34...............................................................
A.4 Materials 35................................................................
A.5 Operating and storage conditions 35............................................

1 Requirements for product use
Festo – EXCM-30-EN – 1605b – English 5
1 Requirements for product use
1.1 Target group
 Provide this documentation to the following persons:
– Design engineer
– Machine manufacturer
– Installer
– Commissioner
Only qualified specialists may carry out the mounting, installation, commissioning, maintenance and
dismantling of the product. The specialist must be competent at:
– Mounting and operation of mechatronic systems
– Installation and operation of electrical control systems
– Regulations for accident prevention and occupational safety
– Documentation and mode of operation of the product
1.2 Intended use
This product is a handling system. The handling system executes positioning tasks within machines or
automated systems with a higher-order controller.
Only use the product as follows:
– In perfect technical condition
– in its original condition, without unauthorised modifications
– within the limits of the product defined by the technical data
– In an industrial environment
Note
For damage resulting from unauthorised access or incorrect use the guarantee and
liability of the manufacturer lapses.
1.3 Foreseeable misuse
Never use the product as follows:
– With unauthorised modifications or alterations to the product
– With load limits exceeded
– without a risk assessment of the complete system
– Without a safety concept for the complete system

1 Requirements for product use
6 Festo – EXCM-30-EN – 1605b – English
1.4 Applicable documents
Further information can be found in the support portal (èwww.festo.com/sp).
1.5 Obligations of the machine manufacturer
The product is an incomplete machine. Commissioning of the product is prohibited until it has been
established that the machinery in which the product will be installed is in compliance with the provi
sions of Machinery Directive 2006/42/EC.
Take the following into consideration for the destination:
– regulations and standards
– regulations of the testing organisations and insurers
– National specifications
1.6 Service
Please consult your regional Festo contact if you have any technical problems.

2 Transport and storage
Festo – EXCM-30-EN – 1605b – English 7
2 Transport and storage
Note
Damage to the product due to incorrect transport.
 Observe the transport labelling and information on the packaging.
1. Transport the product to the installation/storage location in its packaging and set it down on a firm
and flat base.
2. When storing the product please observe the storage conditions
(èA.5 Operating and storage conditions).
Note
Damage to the product due to incorrect unpacking.
 Observe the labelling for unpacking on the packaging.
 Use appropriate tools.
2.1 Restraints in the packaging
Shaped parts made of foam prevent uncontrolled movement of the product in the packaging during
transport.

3 Product overview
8 Festo – EXCM-30-EN – 1605b – English
3 Product overview
3.1 Configuration
1
3
4
5
6
7
8
92
2
aJ
1Transport lock
2End cap
3X-axis 2
4Drive cover of motor 2
5Motor 2
6Y-axis (traverse)
7Slide of the Y-axis
(for fastening the attachment component)
8Motor 1
9Drive cover of motor 1
aJ X-axis 1
Fig. 3.1 Example illustration of EXCM-30-...-B

3 Product overview
Festo – EXCM-30-EN – 1605b – English 9
2
3
4
5
6
7
8
9
1
2
aJ
aA
1Transport lock
2End cap
3X-axis 2
4Motor 2
5Drive cover of motor 2
6Protection against particles
7Y-axis (traverse)
8Slide of the Y-axis
(for fastening the attachment component)
9Drive cover of motor 1
aJ Motor 1
aA X-axis 1
Fig. 3.2 Example illustration of EXCM-30-...-T-P8

3 Product overview
10 Festo – EXCM-30-EN – 1605b – English
3.1.1 Motor mounting variants
The motors can be mounted in different attachment positions and with different alignment of the cable
outlets on the planar surface gantry (èwww.festo.com/catalogue).
Motor attachment position underneath
(EXCM-30-…-B…) 1)
Motor attachment position on top
(EXCM-30-…-T…) 1)
1) Represented is the option without motor brake with cable outlets to the front (EXCM-30-…-ST-B1-… or EXCM-30-…-ST-T1-…)
Tab. 3.1
3.1.2 Motor variants
Stepper motor without brake (EXCM-30-…-ST-…) Stepper motor with brake (EXCM-30-…-SB-…)
1
21
2
1Motor connection M12 (5-pin)
2Encoder connection M12 (8-pin)
1Motor connection D-sub (9-pin)
2Encoder connection M12 (8-pin)
Tab. 3.2

3 Product overview
Festo – EXCM-30-EN – 1605b – English 11
3.2 Operating principle
Two fixed stepper motors drive a toothed belt arrayed in an H shape.
The toothed belt moves the Y-axis (traverse) and the slide located on the Y-axis (traverse) in a 2-dimen
sional space. A controller calculates the position of the slide. The controlled interaction of the motors
results in the corresponding movement of the slide.
Motor 1
Motor 2
Motor 1 Motor 2
Y-axis
X-axis
1
2
3
4
1
1Guide pulleys (for toothed belt)
2Toothed belt
3Y-axis (traverse)
4Slide units of the Y-axis
Fig. 3.3
The depicted directions of movement of the Y-axis slide refer to the directions of rotation
of the motor of the functional principle shown.
3.3 Permitted mounting position
Warning
The use of the planar surface gantry without a motor brake in a mounting position other
than horizontal can result in uncontrolled movements of the attached load.
Freely movable loads can result in injury to people and damage to the peripherals of the
planar surface gantry.
 Use a planar surface gantry without motor brake (EXCM-30-…-ST-…) exclusively in a
horizontal mounting position.
Design Mounting position
EXCM-30-…-ST-… (without motor brake) Exclusively horizontal
EXCM-30-…-SB-… (with motor brake) any
Tab. 3.3

4 Mounting
12 Festo – EXCM-30-EN – 1605b – English
4 Mounting
4.1 Safety instructions
Warning
Unexpected movement of the product.
Risk of injury from electric shock, impact, crushing.
 Before working on the product, switch off the power supply and secure it against
being switched on again.
 When lifting the product, perform the following measures:
– Secure movable components with transport locks to prevent unexpected movement.
– Observe the product weight.
– Observe the position of the centre of gravity.
 When mounting the product, perform the following measures:
– Secure the product in a professional manner.
– Only use the mounting components from Festo.
– Make sure the mounting surface is sufficiently strong to absorb the maximum
forces.
4.2 Preparation
4.2.1 Fitting space
The installation space required for the product depends on the following factors:
– Stroke of the X- and Y-axes (èwww.festo.com/catalogue)
– Attachment position and type of motor
– Sufficient clearance for movement of the axes and possible attachment components (Z-axis)
4.2.2 Mounting surface
The mounting surface must exhibit the following characteristics:
– torsionally rigid
– free of stress
– flat bearing surface (flatness 0.1 mm/m²)
– Sufficient strength to absorb the maximum forces
– sufficient attachment to absorb the maximum forces (è4.2.4 Profile mountings )

4 Mounting
Festo – EXCM-30-EN – 1605b – English 13
4.2.3 Types of mounting
The product can be mounted in 2 ways: with profile mountings or with adjusting kits.
Profile mountings (Standard)
Profile mountings kits are only intended for mounting the product.
Note
Profile mountings are not adjustable.
 To align the product and maintain the limit values, some actions are required.
 Reordering adjusting kits (èwww.festo.com/catalogue).
1Socket head screw (in scope of delivery)
2Clamp strip of profile mounting
3Socket head screw (not in scope of delivery)
4Profile mounting for clamp holder
1
23
4
Fig. 4.1
Adjusting kit (accessory - not included in scope of delivery):
Adjusting kits are intended for mounting and
aligning the product. They compensate for height
differences in the mounting surface of up to
14 mm.
1Clamp strip
2Clamp holder
3Flange and intermediate plate
4Threaded pin
5Clamping screw
1
2
3
4
5
Fig. 4.2

4 Mounting
14 Festo – EXCM-30-EN – 1605b – English
4.2.4 Profile mountings
The minimum number of profile mountings to be used is dependent on the stroke of the X-axis and the
mounting position.
Stroke of the X-axis Minimum number of profile mountings
Horizontal mounting position Mounting position not horizontal
500 mm 2 per profile, inside or outside 4 per profile, inside and outside
500 mm 3 per profile, inside or outside 6 per profile, inside and outside
Tab. 4.1
Mounting examples (top view)
Horizontal mounting position (< 500 mm) Mounting position not horizontal (< 500 mm)
2 profile mountings per profile at the profile ends,
optionally inside or outside
4 profile mountings per profile at the profile ends,
in each case inside and outside
Horizontal mounting position (500 mm) Mounting position not horizontal (500 mm)
2 profile mountings per profile at the profile ends,
optionally inside or outside
1 additional profile mounting per profile in the
middle
4 profile mountings per profile at the profile ends,
in each case inside and outside, 2 additional pro
file mountings per profile in the middle

4 Mounting
Festo – EXCM-30-EN – 1605b – English 15
Mounting points
Note
The profile mountings should be attached completely outside on the profile ends in
order to avoid shifting of the profiles in the direction of the X-axis.
L1
L2
L3
L4
B1
B2
L5
B3
L3 L3
1
2
1Mounting threads for adjusting kit M8,
screw-in depth 12 mm
2Mounting threads for profile mounting M3
Fig. 4.3
Dimensions [mm]
Size B1 B2 B3 L1 L2 L3 L4 L5
EXCM-30-… Stroke
Y-axis
+ 130
50 Stroke
Y-axis
+ 80
Stroke
X-axis
+ 50.5
20.0 1) 10 20
EXCM-30-…-P8
(with particle
protection)
Stroke
Y-axis
+ 155
50 Stroke
Y-axis
+ 80
Stroke
X-axis
+ 50.5
20.0 1) 10 20
1) Additional profile mounting on half the profile length with stroke X-axis 500 mm
Tab. 4.2

4 Mounting
16 Festo – EXCM-30-EN – 1605b – English
4.3 Installation
Note
If there are temperature differences between the product and the mounting surface:
 Adapt the temperature of the product to the temperature of the mounting surface.
Observe the permissible ambient temperatures
(èA.5 Operating and storage conditions).
Note
The planar surface gantry is delivered from factory with a backlash-free setting.
 When mounting the planar surface gantry make sure that it is not distorted, because
if it is, it can change this setting.
 Follow the subsequently described procedure for attachment of the planar surface
gantry to avoid tension.
Caution
Inappropriate mounting material can cause the planar surface gantry to loosen and fall
down if the mounting position is not horizontal, which can result in injuries.
 Make sure that the mounting material used (socket head screws of the profile
mountings) ensures sufficient strength in combination with the mounting surface.
If mounting kits are covered by the Y-axis (traverse), this can be moved manually. To do
this, remove the motors (è4.4.1 Mounting/dismantling motor) or release the holding
brake.

4 Mounting
Festo – EXCM-30-EN – 1605b – English 17
4.3.1 Aligning and mounting the product (profile mounting)
1. Make sure that the product and mounting surface have the same temperature.
2. Prepare the mounting surface (è4.2.2 Mounting surface ).
3. Select type of mounting according to the intended mounting position.
The following graphics represent as an example the design EXCM-30-...-B1-… with hori
zontal mounting position.
4. Attach the clamp holders of profile mountings with 2 socket head screws each to the mounting
surface (è4.2.3 Types of mounting).
1X-axis 1
2Transport lock
3X-axis 2
4Y-axis (traverse)
3
12
4
Fig. 4.4
5. Place product on mounting surface and align with the clamp holders of the profile mountings.
6. Remove transport lock.
Keep reusable transport locks and the corresponding screws for future use (maintenance,
dismantling).
7. Shift the Y-axis (traverse) in the direction of
the drive the stop position.
Fig. 4.5

4 Mounting
18 Festo – EXCM-30-EN – 1605b – English
Secure X-axis 1
8. Slide the clamp strips of profile mounting in
mounting slot and position above clamp holders.
9. Tighten the screws (tightening torque 1 Nm).
Fig. 4.6
10.Ensure that the Y-axis (traverse) is in direction
of the drive in both stop positions.
Secure X-axis 2
11.Slide clamp strip of profile mounting in mount
ing slot and position above clamp holder.
12.Tighten the screws lightly.
Fig. 4.7
13.Shift the Y-axis (traverse) in the direction of
the end cap to the stop position.
14.Ensure that the Y-axis (traverse) is in direction
of the end cap in both stop positions.
Fig. 4.8
15.Slide clamp strip of profile mounting in mount
ing slot at the cap side and position above
clamp holder.
16.Tighten the screws lightly.
17.Tighten all screws of the profile mounting at
tachments (tightening torque: 1 Nm).
Fig. 4.9

4 Mounting
Festo – EXCM-30-EN – 1605b – English 19
4.3.2 Aligning and mounting the product (adjusting kits)
Attachment of the product using the adjusting kits is only intended for horizontal mount
ing positions.
Required aids:
– Precision spirit level (accuracy at least 0.05 mm/m)
– Steel straightedge (straightness at least 0.05 mm/m)
– Inspection bases (2 units): final dimensions (height at least 24 mm, width max.
10 mm, accuracy 0.05 mm/m)
– Assembly instructions for adjusting kit (èwww.festo.com/sp)
The following graphics represent as an example the design EXCM-30-...-B1-… with hori
zontal mounting position.
1X-axis 1
2Transport lock
3X-axis 2
4Adjusting kit
5Y-axis (traverse)
(A) Drive at X-axis area 1
(B) End cap at X-axis area 1
(B) End cap at X-axis area 2
(A) Drive at X-axis area 2 5
3
12
4
(A)
(B)
(C)
(D)
Fig. 4.10
1. Remove profile covers.
2. Mount the adjusting kits according to assembly instructions (èwww.festo.com/sp)
3. Make sure that the product and adjusting kits have the same temperature.
4. Position the product on the adjusting kits.

4 Mounting
20 Festo – EXCM-30-EN – 1605b – English
1Clamp strip
2Clamp holder
3Flange and intermediate plate
4Threaded pin
5Clamping screw
1
2
3
4
5
Fig. 4.11
5. Slide the clamp holders to the profiles and tighten the screws
(tightening torque 1 Nm ±20 %).
6. Remove transport lock.
Keep reusable transport locks and the corresponding screws for future use (maintenance,
dismantling).
7. Position the clamp strips on the clamp holders and insert the screws (èwww.festo.com/sp).
8. Assemble the intermediate plate on the flange plate at X-axis 1 (tightening torque 3 Nm ±20 %).