H.C Duke & Son Electro-Freeze Genesis Series Setup guide

H.C. Duke & Son, LLC. P/N 185242 November 2016 Printed In U.S.A.
OPERATOR’S MANUAL
with Illustrated Parts List
Soft Serve Freezer
Model GEN-5099
185242— 11/16

185242 iii
All contents © Copyright 2016 H.C. Duke & Son, LLC., 2116 Eighth Avenue, East Moline, Illinois 61244
Operator’s Manual
for
Electro Freeze
Soft Serve Freezer
Model GEN-5099

ELECTRO FREEZE Soft Serve Model GEN-5099
iv 185242
3. Follow Safety Instructions ....
Read and understand all safety messages in this manual.
Read and understand the decal safety messages on your
freezer. Take notice of the location of all decals on the
freezer and keep the safety decals in good condition. Check
them periodically and replace missing, damaged or illegible
safety decals. The safety decals must remain in place and
legible for the life of the freezer. If you need new decals, use
the information and illustrations on pages v and vi of this
manual to identify the decal and call or write to H.C. Duke &
Son, LLC. or local Electro Freeze distributor.
DO NOT attempt to operate the soft serve freezer until you
read and understand all safety messages and the operating
instructions in this manual.
DANGER
The signal words — DANGER, WARNING and
CAUTION — are used with the safety alert symbol
(DANGER decals on the freezer may or may not
have the safety alert symbol, but the message is the
same). Decals with the words DANGER, WARNING or
CAUTION appear on the freezer. DANGER identies the
most serious hazard. Decals with the words DANGER
or WARNING are typically near specic hazards on the
freezer. General precautions are listed on CAUTION
safety decals. In this manual, CAUTION messages
with the safety alert symbol call attention to safety
messages.
1. Recognize Safety Information ....Look for this
safety alert symbol throughout this manual.
When you see this symbol on your freezer or in this
manual, be alert to the potential for personal injury. Follow
recommended precautions and safe operating practices.
2. Understand Signal Words ....
SAFETY FIRST!
Follow these four steps to safety ....
WARNING
CAUTION

ELECTRO FREEZE Soft Serve Model GEN-5099
185242 v
SAFETY FIRST!
Trained person (or Operator): A person who has been trained in the basic operation of
the freezer. This person is knowledgeable in the operation of machine startup, stopping,
lling, and basic cleaning, disassembly, washing, and sanitation of the freezer.
Freezer Technician: A person who has been trained by a factory representative, or
an experienced and qualied service person, to perform more complicated operations
such as freezer installation, maintenance repairs, component replacement , is aware of
hazards associated with electricity, moving parts, and takes necessary steps to protect
against injury to themselves and other people.
4. Definitions ....
5. Operate Safely ....
DO NOT allow untrained personnel to maintain or
service this freezer. Failure to follow this instruction
may result in severe personal injury. DO NOT operate
the freezer until all service and access covers are
secured with screws. DO NOT attempt to repair
the freezer until the main power supply has been
disconnected. Some freezers have more than one
disconnect switch. Contact your IDQ authorized
service representative or H.C. Duke & Son, LLC
Service Department for original equipment parts.
6. Caution ....
• This Freezer is to be operated by trained persons. The Dispense
feature, if used by public in self-serve applications, shall be monitored
by trained persons able to assist people with physical, sensory or mental
impaired capabilities.
• Children should not be allowed to play around this equipment.
• Do not store explosive substances such as aerosol cans with a ammable propellant
in freezer.
• This appliance is not designed for outdoor weather conditions and shall not be
exposed to rain.
• Do not wash machine with power sprayer. Do not install machine next to a power
sprayer where splash of freezer can occur.
• Machine is designed for use in areas of normal atmosphere. It is not to be used in
areas subject to explosion-proof standards.
IMPORTANT: Store Managers,owners, and supervisors must be aware of staff
capabilities and that they do not perform freezer operations outside their level of
knowledge or responsibility.

ELECTRO FREEZE Soft Serve Model GEN-5099
vi 185242
Do not attempt to operate the freezer
until all safety precautions and operating
instructions in this manual are read and
understood.
Take notice of all warning, caution,
instruction and information decals (or
labels) on the freezer as shown in the
gure to the right. The labels have been
put there to help maintain a safe working
environment.
The labels have been designed to
withstand washing and cleaning. All
labels must remain legible for the life of
the freezer. Check labels periodically
to be sure they can be recognized as
warning labels.
If it is necessary to replace any label,
please contact your local authorized
Electro Freeze Distributor or H. C.
Duke & Son, LLC. When ready to order,
you will need to determine the (1) part
number, (2) type of label, (3) location
of label, and (4) quantity required, and
include a return shipping address.
Safety Decal Locations
You may contact your local authorized
Electro Freeze Distributor, as follows:
Name:
Address:
Phone:
or — for factory service assistance —
contact H. C. Duke & Son, LLC. Electro
Freeze Service Department by phone or
FAX:
Phone: [phone]
[phone]
FAX: [phone]
E-mail: [email protected]
(The decals on the next page are
numbered 1, 2, and 3. Those numbers
correspond to the numbers in the table
below. The table provides the part
number, description, and quantity for
each decal.)
No. Part No. Description (Qty)
1 HC165025 Decal — Beater Warning (1)
2 HC165126 Decal — Panel Removal (3)
3 HC165048 Decal — Rotating Parts (1)
4 HC165246 Decal — Pressurized System (1)


ELECTRO FREEZE Soft Serve Model GEN-5099
185242 vii
Safety Decal Locations
HC165025
1
3
2
HC165246
HC165126
4
HC165048
Pressurized system.
Depressurize unit
before dismantling mix
transfer system.
Do not
operate
with cover
removed!
165048
INSIDE CABINET

ELECTRO FREEZE Soft Serve Model GEN-5099
viii 185242
Table of Contents
1. Recognize Safety Information .......................iv
2. Understand Signal Words .............................iv
3. Follow Safety Instructions.............................v
4. Operate Safely .............................................v
Safety Decal Locations.....................................vi
Safety Decal Locations ....................................vii
1 Introduction ......................................................1
2 Note to Installer ................................................1
2.1 Uncrating and Inspection ....................................2
2.2 Installation ..........................................................3
2.3 Electrical Requirements ...................................3
2.4 Electrical Connections........................................4
3 Specifications...................................................5
3.1 Particulars ..........................................................5
3.2 Data Plate ...........................................................6
3.3 Reference Information ........................................6
3.4 Installation Date..................................................6
3.5 Dimensions .........................................................7
3.6 WEEE(Waste Electrical & Electronic Equipment).7
4 Part Names and Functions ................................8
5 Operator Controls .............................................14
6 Operator Display Menus....................................16
7 Disassembly and Cleaning ................................20
7.1 Cleaning Accessories .........................................21
7.2 Disassembly Instructions ....................................22
7.3 Cleaning Instructions .........................................24
7.3.1 Cleaning and Lubricating - MTS Assembly .......26
8 Assembly ..........................................................27
9 Start-up Instructions ........................................32
8.1 Sanitizing Instructions ........................................33

ELECTRO FREEZE Soft Serve Model GEN-5099
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*Refer to Part II Table of Contents for help with locating part numbers and illustrations.
8.2 Priming ...............................................................33
10 Closing Procedures .........................................34
10.1 Draining Product...............................................34
11 Soft Serve Information ......................................36
11.1 Overrun ............................................................34
11.2 Overrun Adjustment ..........................................35
11.3 Rerun................................................................35
12 Routine Maintenance ........................................38
13 Troubleshooting Tables ....................................44
Replacement Parts
Table of Contents..............................................iii
Figure 1 Head Assembly....................................1
Figure 2 Beater Shaft Assembly ........................2
Figure 3 MTS—RMT Hose Assembly ..................3
Figure 4 Mix Transfer System RMT.....................4
Figure 5 Cabinet Parts.......................................6
Figure 6 Switch Assembly .................................7
Figure 7 Capacitor & Relay Box .........................7
Figure 8 Switch Box ..........................................8
Figure 9 Panel Breakdown.................................10
Figure 10 Air Cooled Side/Back View.................12
Figure 11 Water Cooled Side/Back View ............14
Figure 12 Gear Reducers ..................................16
Figure 13 Mix Feed Seal Assembly.....................17
Figure 14 Air Cooled Remote Condenser...........18
Accessories......................................................19
O-Ring Chart.....................................................21

ELECTRO FREEZE Soft Serve Model GEN-5099
185242 1
2 Note to Installer
1 Introduction

Make sure all personnel responsible for
equipment operation completely read and
understand this manual before operating
the freezer. When properly operated and
maintained, the freezer will produce a
consistent quality product.
If you require technical assistance, please
contact your local authorized Electro
Freeze Distributor as follows:
Name __________________________
Address: _______________________
_________________________
Phone: _________________________
For factory service assistance — contact
H. C. Duke & Son, LLC., Electro Freeze
Service Department as follows:
Phone: [phone]
[phone]
FAX: [phone]
E-mail: [email protected]
The GEN-5099 Freezer is designed to
produce soft serve ice cream, ice milk,
yogurt, and similar frozen dairy products,
with a product serving temperature
range of 15 to 25°F (-9° to -4°C). If such
products are prepared from powdered
concentrate, they should be precooled
to 40ºF (4°C) prior to introduction to
the freezer. Use of other products in
this machine is considered misuse (see
Warranty).
This manual has been prepared to assist
you in the proper operation and general
maintenance of the Electro Freeze Soft
Serve Model GEN-5099.
Your freezer will not compensate for or
correct any assembly or priming errors
made during the initial start-up. Therefore,
it is important to follow the assembly
and priming procedures detailed in this
manual.
This freezer must be installed and serviced by an Electro Freeze Distributor or
authorized service technician in accordance with the installation instructions.
After installation the warranty registration card must be completed and
returned to validate the warranty.

ELECTRO FREEZE Soft Serve Model GEN-5099
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2.1 Uncrating and Inspection
Figure 2-1 Machine Bolted to Shipping Base
CAUTION
Be sure to properly
support the machine
when removing bolts and
installing legs or casters.
When the unit is received and while
the carrier is still present, inspect the
shipping carton for any damage that
may have occurred in transit. If the
SHOCKWATCH®label indicates red and/
or the carton is broken, torn, or punctured,
note the damage on the carrier’s freight
bill and notify the carrier’s local agent
immediately.
1. Remove the carton from the
pallet, and move the machine as close as
possible to the permanent location.
2. Remove the shipping bolts on
the bottom of the freezer (gure 2-1) and
install either the legs or casters (gure
2-2).
Figure 2-2 Installing Mounting Legs or Casters
NOTE: Screw casters
or legs all the way in
coupling, then adjust
out to level with 1/4
inch slope to front.

ELECTRO FREEZE Soft Serve Model GEN-5099
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2.2 Installation
CAUTION
All materials and
connections must
conform to local
requirements and be
in compliance with the
National Electrical Code.
1. This freezer is designed for indoor
use and must be protected from outdoor
weather conditions.
2. Where codes permit, Electro
Freeze recommends that the freezer be
installed on casters and have exible
water and electrical connections for
easier service and cleaning.
3. All models require a minimum 6
inch (15 cm) clearance on either the side
panels or the rear panel for adequate
ventilation. Freezers designed with top
air discharge require at least 18 inches
(45 cm) above the top panel be free of
obstructions. Anything blocking ventilation
of the freezer (including cone dispensers)
will reduce the efciency of the freezer.
4. Water cooled double models will
require a 1/2” MPT water inlet and water
waste connection. Both water condensers
are tied together so that one water inlet
and one water waste is all that is required.
The connections are found on the bottom
under the compressor mounting area
and are clearly tagged - “Water Inlet” and
“Water Waste”. A manual shut-off valve
should be installed in the water inlet
line at the time of installation. The water
pressure must be between 35-140 psig
(241-965kPa) for proper operation.
5. Water cooled and air cooled
remote freezers require at least 12 inches
(30 cm) above the top panel be free of
obstructions. Anything blocking ventilation
of the freezer (including cone dispensers)
will reduce the efciency of the freezer.
6. Place the freezer in the nal location
and level the machine by adjusting
the legs or casters so that the unit
is level side-to-side, and the front is
approximately ¼” lower than the rear,
to allow proper drainage of the freezing
cylinder.
7. Water Cooled Do not allow freezer
to be in ambient where air temperature
goes below 0°C (32°F),the freezing
temperature of water.
8. Water consumption increases if
temperature of entering water is above
20°C (65°F)
2.3 Electrical Requirements
2. Supply voltage must be within
+ 10% of voltage indicated on the
nameplate. Also, on three-phase
systems, voltage between phases must
be balanced within 2%. (More than a 6
volt difference between any two voltage
measurements at 208-230 volts indicates
a possible imbalance.) Request your local
power company to correct any voltage
problem.
3. An easily accessible main power
disconnect must be provided for all poles
of the wiring to the freezer.
CAUTION
To prevent accidental
electrical shock, a
positive earth ground is
required.
1. Always verify electrical
specications on the data plate of each
freezer. Data plate specications will
always supersede the information in this
manual.

ELECTRO FREEZE Soft Serve Model GEN-5099
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2.4 Electrical Connections
1. Double freezers with two
compressors require one power supply for
each side of the freezer. Each side of the
freezer operates independently.
2. Check the data plate for fuse
size, wire ampacity and electrical
specications.
3. Refer to the wiring diagram
provided for proper power connections.
4. Electrical connections are made in
the junction box located mid-level behind
the left side panel.
5. Use a exible connection when
permissible. All materials and connections
must conform to local codes and the
National Electrical Code.
6. For 3 phase freezers, beater shaft
rotation must be clockwise as viewed
from the front of the freezer.
CAUTION
To prevent accidental
electrical shock, a positive
earth ground is required.
WARNING
Warning: When installing the machine,
insert an all pole disconnect, adequately
sized according to freezer nameplate
marking with electrical contact spacing of
3mm minimum. This should be within sight
of the freezer.

ELECTRO FREEZE Soft Serve Model GEN-5099
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3 Specifications
3.1 Particulars
Always check and verify voltage and amperage on the data
plate located on the back panel of each freezer.
Width (in/cm)...................................................... 26/66
Height (in/cm) (Water cooled)....................... 67.5/171
Height (in/cm)(Air cooled)................................ 68/173
Depth (in/cm) .................................................. 36.5/93
Weight (lbs/kg)............................................... 847/385
Compressor Cylinder (2)* ...........2 HP/19000 BTUH
2.2 kw (Motor)
3.2 kw (Cooling)
Compressor Cabinet (1)* .............1/6 HP/650 BTUH
125w (Motor)
190kw (Cooling)
Beater Motor ........................................2 HP/1.5 kw
Refrigerant ........................................................ 404a
Charge** ..............................................3.75 lb/1.7 kg
Mix Container*** (2) .....................24 Qts/22.7 Liters
Cylinder (2) ........................................ 4 Qts/3.8 Liters
Noise: The Steady acoustic pressure level, for both air
cooled and water cooled freezers, is less than 70dB(A).
Water Cooled units: Water consumption increases if
temperature of entering water is above 20°C (65°F)
*Contact factory for other voltages.
**for each side
*** Do not add mix above line marked on side of mix
tank wall.
GEN-5400

ELECTRO FREEZE Soft Serve Model GEN-5099
6 185242
The data plate provides important
information that the operator should
record and have available for parts
ordering, warranty and service requests.
Write in
Reference
Information HERE!

3.3 Reference Information
Fill in this information as soon as you
receive the Electro Freeze GEN-5400
Soft Serve Freezer. The item numbers,
encircled, correspond with the call-out
numbers in gure 3-1.
1 Model Number: ________________
2 Serial Number: ________________
3 Electrical Spec: Voltage _________
Phase _______ Hertz __________
4 Maximum Fuse Size: ____________
5 Minimum Circuit Ampacity: _______
3.2 Data Plate
Figure 3-1
Fill in the date of installation, and the name, address, and phone number of the
installer in the space provided below. This information will be needed when ordering
parts or service for the GEN-5400 freezer.
Date of installation: __________________________________
Installed by: __________________________________
Address: __________________________________
__________________________________
Phone: __________________________________
3.4 Installation Date

ELECTRO FREEZE Soft Serve Model GEN-5099
185242 7
3.5 Dimensions
* NOTE: Electrical service box is located behind left side panel.
Figure 3-2 Dimensions
3.6 WEEE (Waste Electrical and Electronic Equipment)
In conformity with EU 2002/96/EC,
this freezer, at the end of life cycle,
is not to be discarded with normal
urban waste. Instead, it is the user’s
responsibility to dispose of this product
by returning it to a collection point
designated for the recycling of electrical,
electronic components and separation
of reclaimable, recyclable materials.
Contact your local distributor or authority
for correct disposal.

ELECTRO FREEZE Soft Serve Model GEN-5099
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4 Part Names and Functions

ELECTRO FREEZE Soft Serve Model GEN-5099
185242 9
4 Part Names and Functions (continued)
8.) PLUNGER - CENTER: Seals the
product opening in the dispense
head when closed. Allows product to
ow when open.
9.) PIN - HANDLE: Secures the handle
to the dispense head.
10.) HANDLE - DISPENSE SIDE: Opens
and closes the plunger to start and
stop the ow of product from the
freezer.
11.) KNOB - HAND: Secures the
dispense head to the freezing
cylinder.
12.) HANDLE - DISPENSE CENTER:
Opens and closes the plunger to
start and stop the ow of product
from the freezer.
1.) HEAD - DISPENSE: Encloses the
freezing cylinder and provides an
opening for product to be dispensed.
2.) O-RING - PLUNGER: Seals the
plunger in the dispense head. Must
be lubricated to seal and slide
properly.
3.) O-RING - HEAD: Seals the
dispense head to the freezing
cylinder. Must be lubricated.
4.) PLUNGER - SIDE Seals the product
opening in the dispense head when
closed. Allows product to ow when
open.
5.) O-RING - PLUG: Seals the air bleed
plug in the dispense head.
6.) PLUG - AIR BLEED: Seals the air
bleed opening in the dispense head
when closed. Allows excess air to be
removed from the cylinder during the
lling process.
7.) ROD - PLUNGER: Starts the freezer
when dispensing. Must be in place
before freezer will operate.
The following descriptions apply to gure 4-1. The number preceding the part name
corresponds to the number in the gure.

ELECTRO FREEZE Soft Serve Model GEN-5099
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4 Part Names and Functions (continued)
Figure 4-2 Beater Shaft Assembly