Kaba Simplex 506 Series User manual

Simplex®506x Mortise
Installation Instructions
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TABLE OF CONTENTS
Tools Required .......................................................................................................................................3
Exploded Install Parts...........................................................................................................................4
A. Mortise Handing.............................................................................................................................5
B. Door Preparation ...........................................................................................................................8
C. Installing the Strike ..................................................................................................................... 10
D. Installing Outside Unit Assembly...............................................................................................11
E. Installing Inside Unit Assembly ..................................................................................................11
F. Installing the Inside Lever ........................................................................................................ 16
G. Changing Key-In-Lever Cylinder ...............................................................................................17
H. Installing / Removing Outside Lever (Key-In-Lever) KIL................................................... 18
I. Installing / Removing Outside Lever (Interchangeable/ ................................................... 18
removable core models)
J. Testing the Operation of the Lock ...........................................................................................21
K. Changing Combinations ..............................................................................................................21
L. How To Reset Lost or Unknown Combination ..................................................................... 23
M. Installing Rubber Bumpers ....................................................................................................... 26
M. Troubleshooting........................................................................................................................... 26
Warning: The combination of this lock has been factory preset, 2 & 4 depressed
at the same time, then 3 and then ENTER. For your security, the combination
must be changed at time of installation.
Warnings and Cautions
Important: Carefully inspect windows, door frame, door, lights, etc.
to ensure that the recommended procedures will not cause damage.
Kaba Access Control’s warranty does not cover damages caused by
installation.
Caution: Wear safety glasses when preparing door.
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Introduction
The purpose of this manual is to instruct the installer on the proper installation
procedure for the Simplex 506x American Steel Mortise (ASM) locks. These
instructions pertain to models with and without deadbolts. For models without
deadbolts, please disregard any references to a thumbturn in the instructions.
TOOLS REQUIRED
 •Safetyglasses
 •1⁄2“ (13 mm) chisel
 •1⁄8” (3 mm) drill bit
 •  1⁄4” (7 mm) drill bit
 •1⁄2“ (13 mm) drill bit
 •2
1⁄8” (54 mm) hole saw
 •Drill
 •Awlorcenterpunch
 •Hammer
 •Smallflatscrewdriver
 •Phillipsscrewdriver(#2)
•Finesteelfile
•Mortisingmachine
•Router
•Mortisefaceplaterouter
template
•Adjustablesquare
•Tapemeasure
•Pencil
•Tape
•Cleaningsupplies
(drop cloth, vacuum)
OPERATIONAL NOTE:
The Simplex Mortise lock is almost identical to the Simplex 5000
Cylindrical lock with the following exceptions:
1. Operation of the Lever When the lock’s handing is properly set,
only a downward rotation of lever will actuate latch.
2. Key Override Use The key override differs in that rotating the key
does not actuate the latch. To use the key override the key must
be inserted into the cylinder and rotated counter clockwise until
it stops (approximately 90 degrees) then while holding the key in
this position with one hand use the other hand to rotate the lever
downward to retract the latch. Once the lever has rotated a few
degrees the key may be released.
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For technical assistance please call
1-800-849-TECH (8324) or 336-725-1331
The 1 1⁄4” Mortise lock for the Simplex series comes preassembled from the
factory for a left-hand installation. It is field reversible.
Installation Qualifications
These instructions are designed for use by maintenance professionals or lock
installers who are familiar with common safety practices and competent to
perform the steps described. Kaba Access Control is not responsible for
damage,injuryormalfunctionduetoincorrectinstallation.
Outside Unit
Assembly
Outside Lever
Assembly
Mounting
Plate
Mortise Lock
Mortise Faceplate
Strike
Mortise
Spindle
Deadbolt
Thumbturn
Spindle
Bottom
Mounting
Screws Release/Combination
Change Tool
Inside
Mounting
Plate
Screws
Allen
Wrench
Inside Unit
Assembly
Inside Lever
Top
Mounting Screws
Simplex 11⁄4” Mortise Lock
506x Models
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DOOR HANDING
Some locks also require you to specify door handing. To determine handing,
face the door from the exterior (access) side and select the corresponding dia-
gram below.
A. MORTISE HANDING
Compare the mortise with the figure. If the mortise is the correct handing for
the door, you may skip the next section on reversing the Mortise Handing.
A. 1.1 REVERSIBLE ASM
A-1.1
1. Remove the mortise faceplate.
Place the mortise on a flat surface
for the following steps.
2. Partially extend the deadbolt:
For normal ASM, rotate hub (H) using
a screwdriver, until the deadbolt (D)
extends approximately 1/4”.
For LH (left hand) and
RHR (right hand reverse)
For RH (right hand) and
LHR (left hand reverse)
D
H
1⁄4”
Some locks also require you to specify door handing. To determine handing, face the door from the exterior (access) side and
select the corresponding diagram below.
Inside Inside Inside Inside
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A-1.1 Continued
3. Push in the latch bolt (L)
to the middle of its stroke,
and hold it there.
(Continue Step 1 and 2
to the right)
Hold the latch (L) inside the mortise, and insert the tail-
piece retaining tool (S) so that the tailpiece (T) will not
drop inside the mortise case. Hold the tool and the latch
with one hand, and slide up the tailpiece using a small
screwdriver.
Continue to hold tool (S). Release the latch bolt (L) and
keep the anti-friction latch (F) toward the flat side of the
latch bolt so that the bolt extends fully.
4. Pulloutthelatchbolt(L),untilitjustclearsthe
front plate.
NOTE: If you remove the bolt completely, you must
turn it 90o to re-insert it.
Rotate the latch bolt (L) 180o. Re-insert it to the end of
its stroke.
Holding tool (S) in place, re-engage tailpiece bolt (L)
(slide tailpiece down). There may be some play required
to align the parts. Remove the tool (S).
Lock Position Unlock Position
1 2Clip Clip
L
T
S
L
F
S
L
180°
L
L
T
S
L
T
S
L
F
S
L
180°
L
L
T
S
L
T
S
L
F
S
L
180°
L
L
T
S
L
T
S
L
F
S
L
180°
L
L
T
S
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Release the latch to the middle of the stroke
and hold it there. Use a small screwdriver to
push the lock mechanism back on lock position
(see step 1 and 2).
IMPORTANT: The lock mechanism has to be
horizontal on lock position.
5. Release the latch bolt (L). Position
the latch bolt so that the bottom
tooth of the anti-friction latch (F)
remains inside the mortise case
as shown.
IMPORTANT: If the tooth of (F) is outside the mortise, you will not be
able to re-assemble the faceplate on the mortise.
6. If the auxiliary latch (X) is
shaped like a triangle, there is
no need to change its handing.
If the auxiliary latch (X) is
crescent shape, remove it,
turn it 180o, and replace it. The
auxiliary latch slides easily in and
out of the mortise.
L
T
S
L
F
S
L
180°
L
L
T
S
L
F
L
F (tooth)
mortise
bottom view
X (triangular = OK)
X (crescent = must be reversed)
180°
(re-insert)
ASM
L
F
L
F (tooth)
mortise
bottom view
X (triangular = OK)
X (crescent = must be reversed)
180°
(re-insert)
ASM
L
F
L
F (tooth)
mortise
bottom view
X (triangular = OK)
X (crescent = must be reversed)
180°
(re-insert)
ASM
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7. The mortise should look like the diagram
at the right. (Check the orientation of
the latch bolt and auxiliary latch.) Check
the bevel of the mortise and change it if
required as described in section B-8 on
page 14.
B. DOOR PREPARATION
Ifusingtheinstallationjigtopreparethedoor,refer
totheinstructionsprovidedwiththejig,thenproceed
with step 7.
B-1 Mark the handle height on the edge of the door,
as determined directly from the strike.
1
1⁄4“
Door
(CL)
Lever Centerline=
Bottom Edge of Strike lip
Handle
Height
L
F
L
F (tooth)
mortise
bottom view
X (triangular = OK)
X (crescent = must be reversed)
180°
(re-insert)
ASM
For LH (left hand) and RHR
(right hand reverse)
For RH (right hand) and
LHR (left hand reverse)
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The axis of rotation of the handle is level
with the bottom lip of the strike.
B-2 Align the template along the vertical
center line of the mortise (CL) at the
desired handle height, and tape it to
the door.
B-3 Mark all holes and cutouts for the
mortise in the edge of the door and
remove the template.
B-4 Locate the two sets of vertical fold
lines on the template allowing you
toadjustthepositioningofthetem-
plate depending on the bevel of the
door.
Note: Fold lines on template are for
13⁄4” door. Some thickness and bevel
conditions may make it necessary to
re-position the template for marking
each side of the door.
B-5 If the door has no bevel, fold the template along the solid lines. Align the
fold with the edge of the door and mark the holes for the lock. Repeat on
the other side of the door. If the door has a 3° bevel, fold and align the
dashed line marked “H” on the template with the higher-beveled edge of
the door and mark the lock holes on that side of the door. Repeat on the
side with the lower-beveled edge using the dashed line marked “L.”
B-6 Prepare the cutout for the mortise in the edge of the door using a mortis-
ing machine, router and chisel (for dimensions, refer to template). Ensure
clearance is provided for moving latch parts as
indicated on the template.
B-7 When making holes, drill from both sides of the
door to prevent unsightly damage (for dimensions,
refer to template). Drill the small holes before the
large holes. This will keep small holes on location
before the 21⁄8“holes are made tangent with them.
Mortise
RH/LHR (ASM shown) LH/RHR
Handle
Height
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B-8 Check the bevel of the mortise
faceplate.Ifadjustmentisrequired,
loosen the two bevel screws and
adjustmortisefrontplateangleto
match the bevel of the door (R).
B-9 Re-tighten screws.
B-10 Install the mortise with two 1“
Phillips screws provided (Q).
B-11 Install mortise faceplate with the
two 8-32 x 1 ⁄4“screws provided (P).
C. INSTALLING THE STRIKE
C-1 Align the paper template on the door
frame to match with the desired handle
height, and along the vertical center line of
the mortise (CL), which is also the center line
of the door, allowing for any bumpers on the
door frame.
Respect applicable building codes
regarding handle height.
C-2 Select the strike for the desired handing,
according to the depiction on the template.
Mark the location of the strike cutout and
mounting screws.
C-3 Drill pilot holes for the strike mounting
screws. Mortise the door frame for the
strike dimensions shown.
33 ⁄8“ (L) X 1” (D) X 1” (W)
Note: Make certain not to mortise
over screw holes drilled earlier.
( CL)
Strike
Cutout
P
P
Logo
Q
Q
R
R
Handle
Height
3 3⁄8”
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