HSB Beta 40-SGS-SSS Quick guide

FM 240 Master MuW Manual Beta Type S Rev.01
HSB Automation GmbH
In Laisen 74
72766 Reutlingen
Germany
Tel. [phone]
Fax [phone]
[e-mail]
www.HSB-Automation.de
Distributor:
SCHUNK GmbH & Co. KG
Spann- und Greiftechnik
Bahnhofstr. 106 - 134
74348 Lauffen/Neckar
Deutschland
Tel. [phone]
Fax [phone]
[email protected]om
www.schunk.com
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Original
Assembly and
Maintenance Manual
Linear Unit
Types
Beta 40-SGS-SSS
Beta 50-C-SRS

Safety
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Contents
1Safety........................................................................................................................2
1.1 Symbols used............................................................................................................ 2
1.2 Regulation use .......................................................................................................... 2
1.3 General safety........................................................................................................... 3
1.5 Use in explosive environments.................................................................................. 3
1.6 Technical condition of the linear unit.......................................................................... 4
1.7 Modifications to the linear unit ................................................................................... 4
1.8 1.8 Requirements for personnel................................................................................. 5
1.9 Obligations of the operating company........................................................................ 5
2Warranty ...................................................................................................................6
3Technical data –Standard model...........................................................................7
4Product description...............................................................................................10
5Transportation and storage ..................................................................................12
6Installation and adjustment...................................................................................13
6.1 Installing the linear unit by mounting rails ................................................................ 13
6.2 Screwing the linear unit into place from below......................................................... 14
6.3 Setting maximum travel........................................................................................... 15
6.3.1 Setting the positions of the inductive limit switches ..................................15
6.3.2 Setting the positions of the mechanical limit switches...............................17
6.4 Mounting a drive unit ............................................................................................... 19
6.4.1 Mounting a motor.....................................................................................19
7Start-up...................................................................................................................21
8Operation................................................................................................................22
9Shutdown................................................................................................................23
10 Maintenance...........................................................................................................24
10.1 Lubrication............................................................................................................... 24
10.2 Replacing cover bands............................................................................................ 29

Safety
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1 Safety
The Assembly and Maintenance Manual is a component element of the
product package, and must always be kept to hand as a reference
source.
The Manual must be passed on if the unit is sold on or given away.
If there is anything in this manual which you do not fully understand,
please be sure to contact the manufacturers.
1.1 Symbols used
This Assembly and Maintenance Manual employs the following
symbols to indicate hazards as well as other types of symbol:
Indicates immediate danger.
Failure to observe this notice entails risk of death or very serious injury.
Indicates a danger carrying a medium to high risk.
Failure to observe this notice may result in death or serious injury.
Indicates minor risk.
Failure to observe this notice may result in light to moderate injury or
damage to property.
Note
Indicates tips on use of the machine and optimising its efficiency.
1.2 Regulation use
The mechanical linear unit is intended for installation in machines, and
is used solely for manipulating, positioning, transporting, palletising ,
loading, unloading, clamping, clocking, tensioning, testing, measuring,
handling and pushing workpieces or tools.
Pay attention to the basic applications of the linear unit set out in
sections 4 and 3.
In order to comply with the EU Directive governing Electromagnetic
Compatibility (EMC), the mechanical linear unit may only be used in
industrial environments.
Any other use, or use for purposes beyond those stipulated, will be
classed as illegitimate. The manufacturers accept no liability for any
loss thereby incurred. The risk is borne solely by the operators.

Safety
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1.3 General safety
Preconditions for
operation
The linear unit must not be put into operation until the machine or line into
which it is installed conforms to the following:
•Relevant accident prevention regulations
•Generally accepted safety standards
•EU directives
•Standards governing the electromagnetic compatibility of machinery
•Other applicable standards
•Applicable national legislation.
Safe operation
To ensure safe operation, refer to the following documents:
•This operating manual for the linear unit, particularly the technical data
•The operating manual for the line into which it is installed
1.4 Use in clean rooms (ISO 14644)
The linear units used in clean rooms are fitted with a vent hole
(generally G1/2“) at the basic profile.
The following guidelines must be observed:
•The linear unit must be subjected to a negative pressure of 0.2 bar.
•The linear unit must be relubricated with a grease suitable for use
in clean rooms (basic lubrication carried out using Klübersynth
BEM 32-34).
1.5 Use in explosive environments
If the linear units are used in potentially explosive environments,
operators must take steps to prevent explosions in accordance with
ATEX Directive 2014/34/EU and ensure explosion-proofing is installed.
The following ATEX rules must be observed:
•Operators must check the linear unit at least once a week, and
ideally every day. The checks should cover: smooth running,
functionality of all seals, and adequate lubrication.
•After a mileage of approx. 5000 km, but at least every 24 months,
the functionality of the linear unit must be checked by a qualified
expert.
•The operator/manufacturer of the end-product must ensure that the
linear unit is integrated into the potential equalisation system of the
overall plant at the ports provided for the purpose. Where the unit is
used in a dust-explosion hazard zone, the compressed air supply
must additionally be connected to the linear unit.

Safety
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•The limit switches must be supplied via an isolating amplifier. For
the EX isolation an intrinsically safe input circuit is required. The
isolating amplifier is not supplied by HSB.
•The linear unit may only be used under the operating conditions
approved by the manufacturer. This includes:
−Ambient temperature
−Ambient conditions
−Speed < 1 m/s;
Speeds > 1 m/s only in combination with monitored central
lubrication; operation in areas with potentially explosive dust
possible with additional monitored compressed air loading
−Maximum acceleration
−Duty cycle
−Load etc.
1.6 Technical condition of the linear unit
State of the art
The unit conforms to the current state of the art and applicable rules
and regulations. The unit conforms to the EU Machinery Directive,
harmonised European standards or corresponding national standards:
•Machinery Directive 2006/42/EC
•DIN EN ISO 12 100:2011-03 Safety of Machinery, General Design
Guidelines, Risk Assessment and Reduction
•DIN EN ISO 13850:2008-09: Safety of machinery; emergency-stop
devices
•DIN EN 60 204-1:2006: Electrical equipment for industrial machines
•2004/108/EC: EMC Directive
•EMVG: German law relating to the electromagnetic compatibility of
equipment dated 26.02.2008 (Federal Gazette I p. 220)
1.7 Modifications to the linear unit
Modifications
The linear unit must not be modified, either in its basic design or in its
safety components, without our written consent. Any such unauthorised
modification will void our liability in respect of the unit.
The operating company may only carry out the maintenance and repair
work detailed in this operating manual. Any other measures, such as to
replace wearing parts and components, may be carried out only in
consultation with our service engineers, by the service engineers
themselves, or by us directly.

Safety
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Installed safety devices must never be dismantled or disabled.
When fitting special attachments to the unit, follow the fitting
instructions provided by the manufacturers!
1.8 1.8 Requirements for personnel
The linear unit has been designed and built in accordance with the
state of the art and accepted safety standards. Hazards may
nevertheless be posed when operating it. Consequently, the unit may
only be installed and operated by trained, competent personnel.
All personnel assigned to install, operate, maintain, repair or dismantle
a linear unit must have read and understood this operating manual, and
in particular section 1, “Safety”.
Work on parts carrying live electrical current may be carried out only by
trained electricians. Such work includes:
•Installing safety limit switches
•Mounting a drive unit
•Checking the direction of rotation of the drive
1.9 Obligations of the operating company
Instruction of
personnel
In accordance with EU Health and Safety Directive 89/655/EEC articles
6(1) and 7 and with the Framework Directive 89/391/EEC articles 1(1)
and 6(1), the company operating the linear unit must provide personnel
assigned to install, operate, maintain, repair or dismantle the unit with
appropriate instruction, in particular with regard to safety.
We recommend that companies require their personnel to provide
written confirmation of having received such instruction.
Checking the unit
In accordance with EU Health and Safety Directive 89/655/EEC article
4a, the operating company must subject to the unit to thorough
checking prior to putting it into operation, after carrying out repairs, and
after malfunctions have occurred.
Legibility and
maintenance of
affixed notices and
labels
The operating company must ensure that all notices and labels
attached to the unit are fully legible (in particular details of the serial
number) and must ensure compliance with all instructions contained on
them. Damaged or illegible notices and labels must be replaced.

Warranty
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2 Warranty
The warranty conditions are laid down in the terms and conditions of
delivery and payment issued at time of order. Warranty cover will be
voided if:
•the unit is not operated in accordance with the stipulated regulation
use;
•the instructions set out in this operating manual are not followed;
•the unit is modified without the consent of the manufacturers;
•screws sealed by locking varnish are unlocked.
The manufacturer’s warranty in respect of maintenance and repair work
applies only if original replacement parts are used.

Technical data –Standard model
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3 Technical data –Standard model
Technical data - Linear unit
Sizes
Beta type with spindle drive
Beta 40
Beta 50-C
SGS
SSS
SRS
Drive element
KGT2)
TGT3)
BSD
TSD
BSD
TSD
Max. speed [rpm]
3000
1500
3000
1500
3000
1500
Spindle diameter [mm]
12
12
Spindle pitch [mm]
5
10
3
5
10
3
5
10
3
Moment of inertia [kgm²/m]
1.20 x 10-5
1.20 x 10-5
Max. velocity1) [m/s]
0,25
0,25
Max. acceleration [m/s2]
20
20
No-load torque [Nm]
0,30
0,40
0,30
Maximum travel (standard) [mm]
890
890
860
Repeat accuracy [mm]
±0,03
±0,03
±0,03
Operating temperature [°C] (continuous
operation)
0 ... 80
0 ... 80
0 ... 80
Geometrical moment of inertia IY[mm4]
88914
235424
Geometrical moment of inertia IZ[mm4]
133632
294804
Length of standard carriage [mm]
120
150
Length of long carriage [mm]
200
200
Weight (without travel) [kg]
1,50
1,70
1,50
Weight (per 100 mm travel) [kg]
0,30
0,40
0,40
Weight of standard carriage [kg]
0,30
0,40
0,45
Weight of long carriage [kg]
0,50
0,65
0,60
Noise emission max. [dB A] 4)
80
80
80
1) Dependent on spindle pitch at max. speed
2) Ball Screw Drive
3) Trapezoidal Screw Drive
4) The figure will vary based on assembly with other system components

Technical data –Standard model
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Forces and moments - Beta linear unit with spindle drive
Type designation
Dynamic forces [Nm]
Dynamic moments [Nm]
FX
FY
FZ
-FZ
MX
MY
MZ
Mno-load
Beta 40-SGS
1000
80
150
75
6
6
8
0,3
Beta 40-SSS
1000
500
600
300
12
30
30
0,3
Beta50-C-SRS
1000
300
600
400
30
60
50
0,3
Figures in ( ) relate to the long carriage.
Mno-load = No-load torque ±30%
The forces and moments quoted are maximum values for the single load. In the event
of combined loading or simultaneous occurrence of multiple moments or forces, the
individual values must be reduced. In case of doubt consult Technical Support.
Dynamic load ratings of ball screw drives - Beta linear unit
Model and size
Nominal Ø in
[mm]
Pitch in [mm]
Cdyn [N]
Beta 40
Beta 50 C
12
4
3400
5
4400
40
14900
Dynamic load rating of ball screw nut to DIN 69051, 1989
Dynamic load ratings of rail guides - Beta linear unit
Model
Size
Number
of rails
Number
of
carriages
Load rating
per carriage
Cdyn [N]
THK / Rex*
Preten-sion
FV
[N]
THK / Rex*
Mt [Nm]
THK / Rex*
Guide
spacing in
direction x
(lx1) [mm]
Guide
spacing in
direction y
(ly) [mm]
Beta 40
12
1
2
3175 / 2310
-
25 / 14
83 (163)
-
Figures in ( ) relate to the long carriage
The load rating and pre-tension figures relate to the standard linear guidance system with recirculating linear ball bearings
* Rex = Rexroth

Technical data –Standard model
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Tightening torques [Nm] for fixing screws
Fixing screws
M4
M5
M6
M8
M10
M12
The figures given are intended as
guides.
For shorter insertion depths, the
figures must be adjusted
accordingly.
DIN912/ISO4762-8.8
2,7
5,4
9,0
22,0
43,0
74,0
DIN912/ISO4762-10.9
3,0
5,7
9,0
22,0
43,0
74,0
DIN912/ISO4762-12.9
3,0
5,7
9,0
22,0
43,0
74,0
Tightening torques [Nm] for clutch with clamping hub
Size
14
19
24
28
38
Clutch diameter [mm]
30
40
55
65
80
Screw size
M3
M6
M6
M8
M8
Tightening torque [Nm]
1,34
10,50
10,50
25,00
25,00
Tightening torques [Nm] for clutch with clamping ring hub
Size
14
19
24
28
38
Clutch diameter [mm]
30
40
55
65
80
Screw size
M3
M4
M5
M5
M6
Tightening torque [Nm]
1,34
2,90
6,00
6,00
10,00

Product description
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4 Product description
Linear unit with
spindle drive
Key
1
Fixed bearing
6
Lubricating nipple
2
Carriage
7
Thread drive
3
Cover band
8
Roller bearing guidance system
4
Movable bearing
9
Recirculating ball bearing
5
Base profile
10
Guide rail
Figure 1: Component assemblies of the Beta 40 and Beta 50-C linear unit with
spindle drive

Product description
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A mechanical linear unit converts rotational motion into linear motion
and is used to move loads quickly, safely and precisely from one
position to another. It consists of an aluminium base profile, a moving
carriage supported by a guide element (recirculating ball bearing or
roller bearing guidance system) and a drive element (screw or timing
belt drive).
Depending on its design, the carriage is able to absorb forces and
moments in all directions, and is positively connected to the guidance
and drive elements by way of the so-called drivers.
The base profile is self-supporting up to a certain length, and is
equipped with grooves for mounting.
As an option, the linear unit can be equipped with accessories such as
a cover, screw supports, inductive or mechanical limit switches and
other fittings(see section 6.3).
The effective range can be flexibly configured. Multiple linear units of
the Alpha, Beta or Delta type can be arranged two-dimensionally (2
axes) or three-dimensionally (3 axes).
Driven linear units can be connected to non-driven units of the same
type by a plate, to be able to take large-area loads for example.

Transportation and storage
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5 Transportation and storage
The mechanical linear unit is a precision item. Its mechanism may be
damaged by heavy jolting, resulting in impairment of its functions.
Risk of damage by heavy jolting or bending!
Transport the assembled linear unit only with the transit protection
fitted.
To prevent damage during transportation and storage, protect the linear
unit against shaking and sliding as follows:
•Stow it in a box of sufficient size.
•Use packing.
Section 3 lists the unit weights.
Protect the unit against:
•dirt;
•corrosion;
•water;
•and aggressive atmospheres.

Installation and adjustment
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6 Installation and adjustment
The linear unit can be attached by the following methods:
•On mounting rails
•By screws inserted into the sliding blocks
•By screws inserted into the factory-fitted tapped hole rails
Install the linear unit on a flat surface. Unit parallelism < 0.2
mm/1,000 mm.
Mounting by the rails with tapped holes in them is the preferable
solution:
for highly dynamic applications;
where the linear unit has only two attachment points.
6.1 Installing the linear unit by mounting rails
Figure 2: Mounting rails (1)
The recommended maximum spacing between the mounting rails is
700 mm.
Procedure
1. Attach the mounting rails (1) loosely in position (Figure 2).
2. Align the linear unit axially.
3. Tighten the mounting rails (1)
(for tightening torques see section 3).

Installation and adjustment
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6.2 Screwing the linear unit into place from below
Figure 3: Sliding blocks (1) in the groove on the underside of the base profile
Attach the linear unit by the fixing screws from below using the sliding
blocks or the tapped hole rails in the aluminium base profile (Figure 3).
Procedure
1. Align the linear unit.
2. Align the sliding blocks (1)/tapped hole rails.
3. Tighten the linear unit
(for tightening torques see section 3).

Installation and adjustment
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6.3 Setting maximum travel
Serious injury may result if the transport carriers topple over.
If the carriage moves to its full extent beyond the safety zone, the
transport carrier mounted on it may break away or topple over. The
linear unit may be destroyed
During setup, observe the specified safety zone and set the limit
switches accordingly.
Electrical switches may only be connected by qualified electricians.
To stop the carriage promptly in the event of an emergency stop,
allow for adequate braking distance.
6.3.1 Setting the positions of the inductive limit switches
The function of inductive proximity switches is to shut down the electric
drive before the mechanical end position is reached.
The necessary braking distance (ΔB) depends on the velocity and
deceleration of the carriage. The braking distance must be between the
switching point of the proximity switch and the actual mechanical end
position.
Key
1
Inductive limit switch
2
Switching cam
3
Band marking safety zone
Figure 4: Inductive limit switches

Installation and adjustment
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The limit switches must switch so that the carriage comes to a stop
immediately before the safety zone. The safety zone is factory-marked
on the unit by a band (3).
Procedure
1. Connect the power to the limit switches.
2. Slacken the limit switch fixing screws.
3. Run the carriage as far as the braking position.
4. Move the limit switch (NC contact) under the switching cam until it
trips and the LED on the sensor goes out.
5. Move the carriage away.
6. Tighten the limit switch.
7. Check the correct position of the limit switch: Move the carriage
manually and observe the switching operation.
8. Fit the limit switch array covering.

Installation and adjustment
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6.3.2 Setting the positions of the mechanical limit switches
Mechanical safety limit switches (NC contacts) must be used if a
hazard is posed to personnel as soon as the electric drive fails to shut
down.
The drive may only be started up when all limit switches are connected
and correctly set!
A combination with inductive proximity switches is possible.
External shock-absorbers must be fitted to protect against mechanical
destruction.
The necessary braking distance (ΔB) depends on the velocity and
deceleration of the carriage. The braking distance must be between the
switching point of the limit switch and the actual mechanical end
position (Figure 5).
Key
1
Mechanical limit switches
2
Switching cam
3
Band marking safety zone
4
Bracket
B
Braking distance
Figure 5: Mechanical limit switches
The limit switches must switch so that the carriage comes to a stop
immediately before the safety zone. The safety zone is factory-marked
on the unit by a band (3).

Installation and adjustment
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Procedure
1. Connect the power to the limit switches.
2. Slacken the bracket fixing screw (Figure 5).
3. Run the carriage as far as the safety zone.
4. Move the limit switch until it trips.
5. Tighten the bracket fixing screw.
6. Check the correct position of the limit switch: Move the carriage
manually and observe the switching operation.
If the braking distance is too short, repeat the set-up.