Paxton PaxLock Mortise User manual

1
PaxLock Mortise - Installation
and Commissioning Guide
Overview
Checks to make prior to installation
Through door holes
When installing a PaxLock Mortise it is important to
ensure the environment the PaxLock Mortise is to
be installed in is t for purpose.
This application note covers the preparation that
should be carried out before, during and after
installation to ensure the longevity of the Net2
PaxLock Mortise as well as correct installation.
This application note also covers a few common
problems which may impact the performance and
quality of the PaxLock Mortise.
Before installing the PaxLock Mortise onto the door it is important to check that the door, frame and any
relevant door furniture are in good working order. This is important to ensure both the longevity and
smooth operation of the PaxLock Mortise once installed.
The PaxLock Mortise has been designed to work with the Yale 8800 series lockset as shown in Figure 1.
The through door holes must be 5/16" diameter and the central follower must have at least 15/16"
clearance around it.
Figure 1
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15/16"
5/16"
1-21/32"
5/16"
1/"

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90°
Lockset
It is recommended that the PaxLock Mortise is installed with a new lockcase to ensure the smooth
operation of the PaxLock Mortise.
If an existing lock set is being used it must meet the following specications:
• Yale 8800 series lockset for American doors
• Backset of 2 ³/₄"
• Turning angle of ≤45°
The lockset must be both horizontally and vertically aligned to the door as shown in gure 2.
Figure 2

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Door Frame
It is best practice to ensure there is a gap of 1/8 in from the door edge to the frame. This is to ensure that
if an deadlatch is present on the lock case, it can function correctly.
The door strike plate should also be 5/8 in to avoid clashing with the PaxLock Mortise when the door is
closed
Figure 3
Floor
The distance between the bottom of the door and the oor must be sucient to allow the door to freely
open and close without rubbing on the oor.

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Acoustic and draft seals
Metal doors
Should a door have either an acoustic or draft seal around the outer edge it is important that the door can
still easily close without putting undue stress on the latch and strike plate. If this is not the case the strike
plate may need adjusting.
The PaxLock Mortise is suitable for installation onto metal doors providing both the width and lockset
are within the specications outlined on the PaxLock Mortise datasheet. To ensure correct operation the
following must be checked:
• If using in online mode, the bridge may have to be positioned well within the 50ft of range as a
metal door will reduce the range of the bridge. To ensure reliable operation, standalone mode may
be more appropriate.
Door Closer
If a door closer is being used it must be adjusted to ensure the door closes without slamming but does
not require excessive force to open.
Door Stop
The use of a door stop is advised on doors that can hit an adjacent wall when fully opened. This will
prevent damage being caused to the PaxLock Mortise.

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Door Widths
Notes will need to be taken on the door thicknesses across a potential site, this information will be required
when ordering the PaxLock Mortise.
• Out of the box the PaxLock Mortise will work with 1 ¹/₂" - 1 ³/₄" door widths.
• Before installing a PaxLock Mortise on a unit that is 1 ³/₈" - 1¹³/₃₂", both the spindle and through
door bolts will need to be cut down to the correct length as per the drilling template.
• For door widths of 1²⁹/₃₂" - 2 ¹/₈" or 2¹³/₆₄" - 2¹³/₃₂", a separate Wide Door kit will need to be purchased.
Once you are happy the site is suitable for the PaxLock Mortise you will need to ensure you have the right
information to order the correct products.
There are 4 sales codes to chose from for PaxLock Mortise. You’ll need to know if you prefer the Galaxy or
Eclipse handle as well as if you would like the black or white fascia.
The supplied template < paxton.info/3586 > should be used to check that the holes in the door are in the
right location and correctly sized for the Net2 PaxLock Mortise.
When passing the PaxLock Mortise through the door during installation, the unit must sit completely ush
against the face of the door. If this is not the case the holes in the door may need adjusting.
Ordering the right equipment
During installation

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Problem Recommendation
Lockcase is old, worn or not freely moving
Lockset
The latch bolt is not fully retracting when the
handle is fully depressed?
When the door is closed the latch does not sit
in the strike plate
The lock cases will not retract the latch when
the door is closed, even from the secure side
of the door.
Applying the manufacturer recommended
lubricant may improve this operation. If not,
a replacement lockcase is recommended.
A broken or worn lock case could cause
permanent damage to the PaxLock Mortise
which would not be covered under the
warranty.
The turning angle of the lock case must be 45°
or lower for the PaxLock Mortise to fully retract
the latch. If it is over this, the lockcase will need
replacing.
The position of the strike plate should be
adjusted so that the latch sits comfortably in
the strike plate when the door is closed. Failure
to do this compromises the security of the door.
Check the distance from edge of door to frame
is no more than 1/8". Failure to do this can
in some cases can cause lock case issues or
compromise the security of the door.
Once the PaxLock Mortise has been installed there are several checks that can be made to ensure the
PaxLock Mortise has been installed and is functioning correctly.
When the PaxLock Mortise is rst powered up it will remain in an unlocked state. This will give you the
chance to check the following;
1. Does the latch fully retract when depressing the handle?
2. Does the door open smoothly without rubbing on the frame, latch or oor?
3. When letting go of the handle does the latch fully return to its natural position?
4. Is it smooth and easy to open the door?
5. When closing the door does the latch sit within the strike plate?
6. When the door is closed does the deadbolt (if present) project smoothly into the keep?
If the answer is yes to all the above, then either a standalone pack can be enrolled, or the unit can be
bound to a Net2Air bridge. If the answer is no, refer to the troubleshooting guide below.
Post installation commissioning
To help improve the quality of the installation and the longevity of the product several common issues
and potential solutions are listed below.
Troubleshooting

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PaxLock Mortise
The edge of the PaxLock Mortise or handle is
clipping the door frame when opening and
closing the door.
The PaxLock Mortise will not sit ush against
the door when installed.
If this occurs, it may be a result of the backset
on the lock case being too low. We recommend
a minimum measurement of 2¹/₈" to be
suitable for most doors. The lockcase will need
replacing with one with an increased backset
measurement if this is the case.
The through door holes must be 5/16"
diameter and the central follower must have
at least 15/16" clearance around it. If this is not
the case it will need correcting before installing
the PaxLock Mortise.
The through door cables have sheered when
installing the handle assembly.
There is free play in the handles.
The PaxLock Mortise is not responding when I
present a token
This may be because the door is too narrow
for the bolts that have been used. Refer to the
template for the correct bolt and spindles sizes
for each door thickness.
It is important the grub screws on both handles
are fully tightened to remove any free play.
Make sure the secure side handle assembly is
installed.This is required for the PaxLock Mortise
to function.
The door is hitting the wall when opened.
Door seals installed post install are applying too
much pressure to the latch and deadbolt.
The door rubs against the frame/oor when
opened.
It is important that a door stop is installed to
prevent the handle hitting a wall or object
when the door is opened fully. Failure to do this
can damage the PaxLock Mortise when swung
open.
Door seals must be routed into the frame to
prevent excessive force on the latch when the
door is closed. The strike plate may need to
be moved if seals have been installed without
accounting for the tolerance needed.
The door or frame may need shaving down to
ensure smooth operation.
Door Hardware