Festo EXCM-40 -PF Series User manual

Instructions
Mechanical
installation
8079092
2017-11a
[8079094]
EXCM-40
Planar surface gantry

EXCM-40
2 Festo – EXCM-40-EN – 2017-11a – English
Translation of the original instructions
EXCM-40-EN
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-40
Festo – EXCM-40-EN – 2017-11a – English 3
Table of Contents – EXCM-40
1 Requirements for product use 5...............................................
1.1 Target group 5.............................................................
1.2 Intended use 5.............................................................
1.3 Possible 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............................................................
3.2 Functional principle 9........................................................
3.3 Permitted mounting position 9................................................
4 Mounting 10...............................................................
4.1 Safety instructions 10........................................................
4.2 Preparation 10..............................................................
4.2.1 Installation space 11.................................................
4.2.2 Mounting surface 11.................................................
4.2.3 Mounting points 11..................................................
4.2.4 Types of mounting 12................................................
4.2.5 Mounting components 13.............................................
4.2.6 Transport restraints 13...............................................
4.3 Installation 14..............................................................
4.4 Aligning and adjusting the product 17............................................
4.4.1 Mounting profile covers 17............................................
4.4.2 Aligning and adjusting X-axis 1 18......................................
4.4.3 Aligning and adjusting X-axis 2 19......................................
4.4.4 Aligning X-axes parallel with each other 21...............................
4.4.5 Checking the toothed belt pretension 22.................................
4.4.6 Setting the toothed belt pretension 24..................................
4.5 Optional work 25............................................................
4.5.1 Positioning mounting components 25...................................
4.5.2 Manually moving the Y-axis (traverse) 26.................................
4.5.3 Attachments on the energy chain 26....................................
4.5.4 Dismantling/mounting motors 27.......................................
4.5.5 Adapting cable outlets 28.............................................

EXCM-40
4 Festo – EXCM-40-EN – 2017-11a – English
4.6 Attachment components 29...................................................
4.6.1 Power supply line 30.................................................
4.7 Accessories 31..............................................................
4.7.1 X-axis proximity sensor 31............................................
4.7.2 Y-axis (traverse) proximity sensor 31....................................
5 Installation 34..............................................................
5.1 Safety instructions 34........................................................
5.2 Electrical installation 34.......................................................
5.2.1 Multi-pin plug distributor 34...........................................
5.2.2 Drive motors of the X-axis/Y-axis 35.....................................
5.2.3 Electrical attachment component 36....................................
5.2.4 Earthing 37........................................................
5.3 Pneumatic installation 38.....................................................
6 Commissioning 39...........................................................
7 Maintenance 40.............................................................
7.1 Safety instructions 40........................................................
7.2 Cleaning 40.................................................................
7.3 Lubrication 40..............................................................
7.4 Repair 42..................................................................
8 Dismantling 43.............................................................
8.1 Safety instructions 43........................................................
8.2 Procedure 43...............................................................
8.3 Recycling 43................................................................
A Technical appendix 44........................................................
A.1 General features 44..........................................................
A.2 Evenness 45................................................................
A.3 Approvals 45...............................................................
A.4 Materials 46................................................................
A.5 Operating and storage conditions 46............................................

1 Requirements for product use
Festo – EXCM-40-EN – 2017-11a – 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 personnel may perform mounting, installation, commissioning, maintenance and disas
sembly of the product. Qualified personnel must be familiar with:
– Mounting and operation of mechatronic systems
– Installation and operation of electrical control systems
– Installation and operation of pneumatic 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 status, without unauthorised modifications
– Within the limits of the product defined by the technical data
– In an industrial environment
Note
In the event of damage caused by unauthorised manipulation or other than intended
use, the guarantee is invalidated and the manufacturer will not be liable for damages.
1.3 Possible misuse
Never use the product as follows:
– With unauthorised modifications or alterations to the product
– In an invalid mounting position
– 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-40-EN – 2017-11a – English
1.4 Applicable documents
For all available product documentation èwww.festo.com/pk
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-40-EN – 2017-11a – 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.
 Unpack the product with at least 2 persons present.
 Use appropriate tools.
 Parts of the packaging are large and heavy:
– Do not let any parts fall onto the product.
– Use suitable aids to raise and lower the product (e.g. crane).
3. Remove the packaging in accordance with the printed sequence.
2.1 Restraints in the packaging
Transport restraints prevent uncontrolled movement of the product in the packaging during transport
and installation.
The product is provided with the following designated transport restraints:
Transport screws Cable ties
Fig. 2.1

3 Product overview
8 Festo – EXCM-40-EN – 2017-11a – English
3 Product overview
3.1 Configuration
4
5
6
7
89
2
1
aJ
aA
aB
3aC
X
Y
7
6
aD
1End cap
2X-axis 1 (with energy chain)
3End cap with belt tensioning device
4X-axis 2
5Mounting component
(adjusting kit or mounting accessories)1)
6Drive cover (with cover)2)
7Coupling housing and motor flange3)
8Motor 23)
9Energy chain of the Y-axis (traverse)
aJ Y-axis (traverse)
aA Slide of the Y-axis
(for fastening the attachment component3))
aB Motor 13)
aC Multi-pin plug distributor
aD Energy chain of the X-axis
1) Depending on the order
2) Cover only for variant EXCM-…-B-… (attachment position of motors underneath)
3) Optional
Fig. 3.1 Example illustration of EXCM-40-…-B

3 Product overview
Festo – EXCM-40-EN – 2017-11a – English 9
3.2 Functional 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 2
Motor 1
Y-axis
X-axis
1
2
3
1
4
Fig. 3.2 Directions of move
ment (slides of the
Y-axis)
Fig. 3.3 Functional principle
1Guide pulleys (for toothed belt)
2Toothed belt
3Y-axis (traverse)
4Slide of the Y-axis
The depicted directions of movement of the Y-axis slide (Fig. 3.2) refer to the directions of
rotation of the motor of the functional principle shown (Fig. 3.3).
3.3 Permitted mounting position
Note
The product must be mounted horizontally.
Overhead mounting or other mounting positions are not permissible.

4 Mounting
10 Festo – EXCM-40-EN – 2017-11a – English
4 Mounting
4.1 Safety instructions
Warning
Unexpected movement of the product.
Risk of impact and crushing injuries.
 Before working on the product, switch off the power supply and secure it against
being switched on again.
 Before working on the product, switch off the compressed air supply, vent if neces
sary and secure it against being switched on again. Pneumatic system parts can still
contain compressed air even when they are switched off.
– Vent pneumatic system parts accordingly.
 When lifting the product, perform the following measures:
– Secure movable components with transport restraints to prevent unexpected
movement.
– Observe the product weight.
– Observe the position of the centre of gravity.
– Use suitable lifting gear.
– Use all of the transport lugs.
– Adjust the lifting speed.
 When securing the product, perform the following measures:
– Secure the product in a professional manner.
– Only use the supplied mounting components.
– Secure the screw connections.
– Make sure the mounting surface is sufficiently strong to absorb the maximum
forces.
Observe the safety data sheet of the adhesive from the original manufacturer.
4.2 Preparation
Note
For mounting, Festo recommends using adjusting kits.
 After alignment, the limit values of the axis alignment must be complied with
(èTab. A.2, page 45).

4 Mounting
Festo – EXCM-40-EN – 2017-11a – English 11
4.2.1 Installation 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 the attachment component (Z-axis)
– Access to belt tensioning device (èFig. 4.20, page 24).
4.2.2 Mounting surface
The mounting surface must exhibit the following characteristics:
– Torsionally rigid
– Free of stress
– Sufficient strength to absorb the maximum forces
– Sufficient evenness ( èTab. A.2, page 45)
4.2.3 Mounting points
L6 L7
LL
L6
11
B6
B7
L7
B7
B8
B8
B7
23 4
1Mounting component
2End cap
3Drive cover
4Belt tensioning device
Fig. 4.1 Illustrated: EXCM-40-… with 6 mounting components
Dimensions [mm]
Thread L1) L6 L7 B6 B7 B8
Size Depth
M 8 14 Stroke X-axis + 141
n – 1
37.5 +2 30.5 +2 Stroke Y-axis
+ 385.8 +0.5
78.0 ± 0.
2
13.0
1) If the stroke of the X-axis 900 mm, arrange the mounting kits in equal distances.
n = number of mounting kits per X-axis (èTab. 4.2, page 13)
Tab. 4.1

4 Mounting
12 Festo – EXCM-40-EN – 2017-11a – English
4.2.4 Types of mounting
The product can be mounted in 2 ways: Namely with mounting kits or with adjusting kits.
Mounting kit
Mounting kits are only intended for mounting the product.
Note
The mounting kits are not adjustable.
 To align the product and maintain the limit values, some actions are required.
 Reordering adjusting kits (èwww.festo.com/catalogue).
1Slot nut1)
2Adjusting plate1)
3Hexagon head screw1) M6x30 (2x)
4Washer2) (2x)
5Socket head screw2) M8x40 (2x)
1) mounted
2) supplied loose
1
2
3
4
5
Fig. 4.2
Adjusting kit
Adjusting kits are intended for mounting and adjusting the product.
The adjusting kits compensate for height differences in the mounting surface of up to
5 mm.
1Slot nut1)
2Adjusting plate1)
3Hexagon head screw1) M6x30 (2x)
4Square nut1) (2x)
5Adjusting bolt1) (2x)
6Washer2) (2x)
7Socket head screw2) M8x40 (2x)
1) mounted
2) supplied loose
1
2
3
4
5
6
7
Fig. 4.3

4 Mounting
Festo – EXCM-40-EN – 2017-11a – English 13
The term mounting component is subsequently used to refer to the mounting kit and
adjusting kit.
4.2.5 Mounting components
The number of mounting components pre-assembled on the product depends on the stroke of the X-ax
is.
Stroke of the X-axis Number of mounting components
Total per X-axis (number n)
900 mm 4 2
900 … 1799 mm 6 3
1800 mm 8 4
Tab. 4.2
4.2.6 Transport restraints
1. Remove the transport screws and retain for
future use.

4 Mounting
14 Festo – EXCM-40-EN – 2017-11a – 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).
1. Make sure that the product and mounting surface have the same temperature.
2. Make sure that all of the transport screws have been removed.
3. Attach appropriate lifting gear to the 4 transport lugs 2and 6(èFig. 4.4).
1
2
3
4
15
6
4
5
6
2
1End cap
2Transport lug with support plate (2x)
3Lifting gear1) with mounting points
4Transport restraint (2x)
5Drive cover (motor side)
6Transport lug (on transport restraint) (2x)
1) not included in scope of delivery
Fig. 4.4 Depicted: EXCM-40-…-B (motor attachment position underneath).

4 Mounting
Festo – EXCM-40-EN – 2017-11a – English 15
Warning
Transport lugs may break if loaded incorrectly.
Danger as a result of product falling.
 Load all of the transport lugs evenly and at an angle of 45° (èFig. 4.5).
 Do not laterally stress the transport lugs (èFig. 4.5).
4. Adapt the transport lugs to the direction of
force of the lifting gear:
 Loosen the nuts of the lifting eye bolts.
 Turn the lifting eye bolts in the respective
direction of load (èFig. 4.4).
 Tighten the nuts of the lifting eye bolts
(tightening torque 24 Nm).
Fig. 4.5
Warning
Unexpected movement of the product.
Risk of impact and crushing injuries.
 When lifting the product, perform the following measures:
– Secure movable components with transport restraints to prevent unexpected
movement.
– Observe the product weight.
– Observe the position of the centre of gravity.
– Use suitable lifting gear.
– Use all of the transport lugs.
– Adjust the lifting speed.
5. Use the lifting gear to position the product on the mounting points of the mounting surface
(èFig. 4.1).
If mounting kits are covered by the Y-axis (traverse), this can be moved manually. To do
this, remove the motors (è4.5.4 Dismantling/mounting motors) or release the holding
brake.
If mounting points are covered by the energy chain, this can be detached
(è4.5.3 Attachments on the energy chain).
6. Position the product in such a way that the elongated holes of the mounting kits are located cent
rally over the prepared mounting points. Reposition the mounting components if necessary
(è4.5.1 Positioning mounting components).
7. Secure the X-axes with screws and washers. The X-axes must be able to be moved.

4 Mounting
16 Festo – EXCM-40-EN – 2017-11a – English
8. If present:
Remove the labelled transport restraints
(cable ties) from the moving parts.
9. Remove the transport restraints and transport lugs with support plates (èFig. 4.4, page 14).
Note
Keep reusable transport restraints and the corresponding screws for future use (main
tenance, dismantling).
10.For motor attachment underneath: Mount loose covers with the supplied shorter screws (M5 x 40)
(tightening torque 8.3 Nm).
11.Manually move the Y-axis (traverse) back and forth over the entire stroke of the X-axes
(è4.5.2 Manually moving the Y-axis (traverse)).
12.Tighten the screws of all mounting kits with a reduced tightening torque (10 … 20 Nm).
13.Check the position of the cable outlets on the motors and adapt if necessary
(è4.5.5Adapting cable outlets).

4 Mounting
Festo – EXCM-40-EN – 2017-11a – English 17
4.4 Aligning and adjusting the product
Note
The product is not aligned and adjusted upon delivery. Operating the product without
aligning and adjusting it will result in malfunctions and increased wear.
èAlignment and adjustment of the product is always required.
The subsequent steps are based on the use of adjusting kits. When using mounting kits,
some actions are required to align the product and maintain the limit values
(èA.2 Evenness).
Required aids:
– Precision spirit level (accuracy at least 0.05 mm/m)
– Steel straightedge (straightness at least 0.05 mm/m)
– Inspection bases (2x):
– Adjusting tool (accessories) (èwww.festo.com/catalogue) or
– Final dimensions (height at least 10 mm, width max. 40 mm, accuracy 0.05 mm/m)
4.4.1 Mounting profile covers
1. Unscrew the screws from the profile covers.
èIf required, move the already loosened energy chain.
2. Remove profile covers.
1
23
1Screw of the profile cover
(tightening torque 1 Nm)
2Profile cover of the X-axis
3Energy chain of the X-axis
Fig. 4.6

4 Mounting
18 Festo – EXCM-40-EN – 2017-11a – English
4.4.2 Aligning and adjusting X-axis 1
1. Place the inspection base onto the guide rail in the area of the adjusting kit of X-axis 1 (with energy
chain).
Checking evenness
2. Make sure that the inspection base 3lies cor
rectly on the guide rail.
3. Check the guide rail 1in the area of the ad
justing kit 2for evenness by using a precision
spirit level 4.
èSetpoint value: 0.1 mm/m
(èA.2 Evenness)
3
4
1
2
Fig. 4.7
Checking sideways tilting
4. Make sure that the inspection base 3lies cor
rectly on the guide rail.
5. Check the guide rail 1in the area of the ad
justing kit 2for sideways tilting by using a
precision spirit level 4.
èSetpoint value: 0.1 mm/m
(èA.2 Evenness)
1
2
3
4
Fig. 4.8
Adjustment
6. Loosen one of the screws 7on the adjusting
kit.
7. Screw the corresponding adjusting bolt 5in
or out (h = 6 … 11 mm).
Use a spanner with a width of .5 mm.
Observe sufficient screw-in depth of the screw
(for steel ›8 mm).
5
7
Fig. 4.9

4 Mounting
Festo – EXCM-40-EN – 2017-11a – English 19
8. Apply counter pressure to the adjusting
bolt 5to maintain alignment.
9. Tighten the screw 7(tightening torque
24 Nm).
10.Repeat the previous steps for all adjusting
kits. 5
7
Fig. 4.10
11.Inspect the guide rail of the X-axis 1 again for compliance with the limit values for evenness and
sideways tilting.
èThe X-axis 1 is aligned and now forms the basis for further alignment of the product.
4.4.3 Aligning and adjusting X-axis 2
Checking height offset
1. Place inspection bases 3onto the two guide rails 1and 6in the area of the opposing adjusting
kits 2(èFig. 4.11).
2. Make sure the inspection bases lie correctly on the guide rails.
3. Place the steel straightedge 5onto the two inspection bases.
4. Use a precision spirit level 4to check the guide rail of X-axis 2 6in the area of the adjusting kit for
an offset in height in relation to the already aligned guide rail of X-axis 1 1.
èSetpoint value: 0.1 mm/m (èA.2 Evenness)
13
4
5
6
2
3
Fig. 4.11

4 Mounting
20 Festo – EXCM-40-EN – 2017-11a – English
Checking evenness
5. Make sure that the inspection base 3lies cor
rectly on the guide rail 8of X-axis 2.
6. Check the guide rail in the area of the adjust
ing kit 2for evenness by using a precision
spirit level 4.
èSetpoint value: 0.1 mm/m
(èA.2 Evenness)
3
4
2
8
Fig. 4.12
Checking sideways tilting
7. Make sure that the inspection base 3lies cor
rectly on the guide rail 8of X-axis 2.
8. Check the guide rail 8in the area of the ad
justing kit 2for sideways tilting by using a
precision spirit level 4.
èSetpoint value: 0.1 mm/m
(èA.2 Evenness) 2
3
4
8
Fig. 4.13