Sambo SB-V Series User manual

Operating instructions for SAMBO Bevel V1.00-2021.03.22
SEC-DS-ENGLISH-GETRIEBE-SAMBO-Kegelrad-V1.00-2021.03.22
Operating instructions for SAMBO SB-V series bevel gear operator
1 Introduction
This installation and maintenance manual explains, how to install and maintain the Sambo SB-V operator.
Information on installation, disassembly, reassembly, lubrication and spare parts is provided.
Figure 1: V Exploded View
Figure 2: VH Exploded View
WARNING: Do not manually operate the SB-V(H) gearbox (see figures 1 and 2) with devices
other than the installed handwheel or wrench nut. Using additive force devices (cheater bars,
wheel wrenches, pipe wrenches, or other devices of this nature) on the gearbox handwheel,
wrench or wrench nut may cause serious personal injury and/or damage to the gearbox or valve.
2 Safety instructions
NOTE: Read this Installation, Operation and Maintenance manual carefully and completely before attempting
to install, operate or troubleshoot the SAMBO gearbox.
CAUTION: Work undertaken must be carried out in accordance with the instructions in this and any
other relevant manuals. The user and those persons working on this equipment should be familiar
with their responsibilities under any statutory provisions relating to the Health and Safety of their
workplace. Due consideration of additional hazards should be taken when using the gearbox with other equip-
ment. Should further information and guidance relating to the safe use of the SAMBO products be required, it
will be provided on request.
NOTE: The mechanical installation should be carried out as outlined in this manual and also in accordance
with relevant standards. No inspection or repair should be undertaken unless it conforms to the specific haz-
ardous area certification requirements. For maintenance of the actuator, refer to the actuator installation and
maintenance manual.
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V1.00-2021.03.22 Operating instructions for SAMBO Bevel
WARNING: Potential HIGH-PRESSURE vessel — be aware of high-pressure hazards associ-
ated with the attached valve or other actuated device when installing or performing mainte-
nance on the gearbox. Do not remove the gearbox mounting bolts from the valve or actuated
device unless the valve or device stem is secured or there is no pressure in the line.
CAUTION: For maintenance and/or disassembly of the gearbox while installed on the valve, ensure
that the gearbox is not under thrust or torque load. If the valve must be left in service, the valve stem
must be locked in such a way as to prevent any movement of the valve stem.
WARNING: Do not manually operate the gearbox with devices other than the installed hand-
wheel. Using force beyond the ratings of the gearbox and/or using additive force devices
such as cheater bars, wheel wrenches, pipe wrenches, or other devices on the gearbox hand-
wheel may cause serious personal injury and/or damage to the gearbox and valve.
CAUTION: Do not exceed any design limitations or make modifications to this equipment without
first consulting SAMBO.
CAUTION: Use of this product must be suspended any time it fails to operate properly.
CAUTION: Damage to protective coatings should be correctly rectified and may invalidate war-
ranty.
CAUTION: If a motor actuator is driving the gearbox, do not operate the valve under motor operation
without first checking and setting the limit switch and checking for correct motor rotation.
WARNING: Do not use replacement parts that are not genuine SAMBO parts, as serious
personal injury and/or damage to the gearbox and valve may result.
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Operating instructions for SAMBO Bevel V1.00-2021.03.22
3 Storage
WARNING: Read this installation and maintenance manual carefully and completely before
attempting to store the operator. If an electric actuator is attached to the SB-V(H) operator,
be aware of the electrical hazards. Consult the electric actuator installation and maintenance
manual for guidance.
NOTE: The following is the recommended storage procedure to retain maximum product integrity during stor-
age. Failure to comply with recommended procedure will void the warranty.
Storage (less than one year)
Store the gearboxes on wooden skids to protect the machined mounting flange. Place the wooden skids
containing the gearboxes in a clean, dry, protected warehouse. If the gearboxes must be stored outside, they
must be covered in polyethylene protection with silica gel crystals to absorb moisture.
If an electric actuator is attached to the SB-V gearbox, refer to the storage procedures in its respective manual
for appropriate storage procedures. Rotate input shafts every three months to mix the lubricant.
Recommended storage temperature range: 0°C to 40°C (32°F – 104°F).
4 Unpacking
Gearboxes are packed in a variety of configurations depending on size, type and quantity of the consignment.
It is the responsibility of the individual unpacking and handling the combination to carry out a risk assessment
for the supplied arrangement to ensure safe working.
Packaging material used may include wood, cardboard, polyethylene and steel. Packaging should be recycled
according to local regulations.
5 Handling
Individual weights for gearboxes are recorded on their respective nameplates.
CAUTION: Only trained and experienced personnel should carry out handling. At all times, safe
handling must be ensured.
Each combination must be assessed to identify all risks associated with handling.
The gearboxes must be fully supported until full valve shaft/stem engagement is achieved and the gearbox
is secured to the valve flange.
Once connected to the valve, each assembly must be assessed on an individual basis for safe handling/lifting.
Never lift the complete combination-valve assembly via the gearbox.
If it is necessary to lift the gearbox using lifting equipment, certified soft slings are recommended. Damage to
protective coatings should be correctly rectified and may invalidate warranty.
6 General Mounting Instructions
The mounting instructions for the SB-V bevel gearboxes are outlined below. The V0 through V9 gearboxes are
designed with a splined top-entry Stem Nut which is retained in the Drive Sleeve by two Lock Nuts.
The V35H through V9H gearboxes are designed with a Stem Nut which is retained by two Thrust Roller
Bearings within the Thrust Housing and Thrust Base. Partial disassembly of the Thrust Base is required for
Stem Nut removal and/or installation.
6.1 Installing a Gearbox with a Threaded Stem Nut – V0 through V9 and V35H through
V9H
1. Position the gearbox above the valve stem.
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V1.00-2021.03.22 Operating instructions for SAMBO Bevel
2. Rotate the gearbox handwheel or wrench nut several turns until there is positive engagement between
the valve stem and the gearbox Stem Nut.
3. Rotate the handwheel to lower the gearbox onto the valve until contact has been made with the valve
flange.
4. Bolt the gearbox securely to the valve mounting flange.
6.2 Installing a Gearbox with a Blank Stem Nut – V0 through V9
1. Remove the two threaded Lock Nuts (item no. 7) from the Drive Sleeve (item no. 6), accessed through
the top of the Housing (item no. 1).
2. Remove the Stem Nut (item no. 5) from the Drive Sleeve (item no. 6) through the top of the Housing
(item no. 1).
3. Machine the Stem Nut (item no. 5) to suit the valve stem.
CAUTION: Care must be taken to ensure that the clamping devices used during machining do not
damage splined surfaces of the Stem Nut.
4. Reinstall the Stem Nut (item no. 5) into the Drive Sleeve (item no. 6), ensuring the splines are properly
engaged.
5. Reinstall the two threaded Lock Nuts (item no. 7) into the Drive Sleeve (item no. 6).
6. Mount the gearbox on the valve.
6.3 Installing a Gearbox with a Blank Stem Nut – V35H through V9H
1. Place the gearbox upside down to access the mounting base.
2. Remove the Socket Head Cap Screws (item no. 34) which mount the Thrust Base (item no. 31) to the
Thrust Housing (item no. 2).
3. Remove the Thrust Base (item no. 31) and Gasket (item no. 32) from the Thrust Housing (item no. 2).
CAUTION: Care must be taken to ensure that the O-ring (item no. 15) located in the Thrust Base
(item no. 31) is not damaged during disassembly.
4. Remove the Stem Nut (item no. 5) and lower Thrust Roller Bearing (item no. 33).
5. Remove the upper Thrust Roller Bearing (item no. 33). Place all bearings in a clean, dry area until
reassembly.
6. Machine the Stem Nut (item no. 5) to suit the valve stem.
CAUTION: Care must be taken to ensure that the clamping devices used during machining do not
damage splined surfaces of the Stem Nut (item no. 5).
7. Remove the Stem Nut (item no. 5) and lower Thrust Roller Bearing (item no. 33).
8. Remove the upper Thrust Roller Bearing (item no. 33). Place all bearings in a clean, dry area until
reassembly.
9. Machine the Stem Nut (item no. 5) to suit the valve stem.
10. Place the Gasket (item no. 32) onto the Thrust Housing (item no. 2).
11. Separately, install the O-Ring (item no. 15) in the Thrust Base (item no. 31).
12. Install the Thrust Base (item no. 31) with O-Ring (item no. 15) onto the Thrust Housing (item no. 2) and
Stem Nut (item no. 5), using Socket Head Cap Screws (item no. 34).
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Operating instructions for SAMBO Bevel V1.00-2021.03.22
CAUTION: Care must be taken to ensure that the O-ring (item no. 15) located in the Thrust Base
(item no. 31) is not damaged during installation.
13. Mount the gearbox on the valve.
7 Stem Cover Mounting Instructions
The gearbox is supplied with a Stem Cover Adapter (item no. 28) which accepts unthreaded Stem Covers
of standard NPS pipe sizes. Optionally, the adapter may be removed to access PF (BSPP) pipe threads, if
required.
7.1 Installing an unthreaded Stem Cover using the supplied Stem Cover Adapter
CAUTION: Care must be taken to ensure the Stem Cover does not damage the O-ring during in-
stallation.
NOTE: Lubricate the O-ring (item no. 27) before installing the Stem Cover.
1. Remove the Stem Nut (item no. 5) and lower Thrust Roller Bearing (item no. 33).Loosen the quantity (4)
set screws (item no. 30) in the Stem Cover Adapter (item no. 28).
2. Install the Stem Cover into the Stem Cover Adapter (item no. 28) and secure using the quantity (4) set
screws.
7.2 Installing a threaded Stem Cover using the optional PF (BSPP) pipe threads
CAUTION: Care must be taken to ensure the Stem Cover does not damage the O-ring during in-
stallation.
NOTE: Apply thread sealant to external threads on Stem Cover before installing.
1. Loosen the set screw (item no. 20) in the Housing (item no. 1).
2. Remove the Stem Cover Adapter (item no. 28) with O-ring (item no. 27) by unthreading it from the
Housing (item no. 1).
3. Remove and discard the O-ring (item no. 26).
4. Install the threaded Stem Cover into the Housing (item no. 1) and tighten.
8 Lubrication
SAMBO SB-V gearboxes are shipped with the following lubricants:
Product Lubricant Soap/Base Temperature range
V0 Through V9 Zenith EPSB-2 Calcium -20 °C to 200 °C
V35H through V9H Zenith EPSB-2 Calcium -20 °C to 200 °C
NOTE: The lubricant should be checked every 18 months for gearboxes.
CAUTION: Do not add a different lubricant to a SAMBO gearbox unless it is of the same soap base
as the existing lubricant, or you have received the approval of the lubricant manufacturer.
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