Siemens Worm Gearbox S 5 BA 2012 User manual

Answers for industry.
MOTOX
MOTOX Worm Gearbox S
BA 2012
Operating Instructions · 03/2013

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General information and
safety notes
1
2
Technical description
Incoming goods, transport,
and storage
3
MOTOX
4
Installation
Worm Gearbox S
5
BA 2012 Commissioning
6
Operation
Operating Instructions Faults, causes, and
remedies
7
Service and maintenance 8
9
Disposal
10
Technical data
11
Spare parts
Declaration of Incorporation,
Declaration of Conformity
12
03/2013
70000004024300

Siemens AG
Industry Sector
Postfach 48 48
90026 NÜRNBERG
GERMANY
70000004024300
Ⓟ 05/2013 Technical data subject to change
Copyright © Siemens AG 2013.
All rights reserved
Legal information
Warning notice system
This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent
damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert
symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are
graded according to the degree of danger.
DANGER
indicates that death or severe personal injury will result if proper precautions are not taken.
WARNING
indicates that death or severe personal injury may result if proper precautions are not taken.
CAUTION
indicates that minor personal injury can result if proper precautions are not taken.
NOTICE
indicates that property damage can result if proper precautions are not taken.
If more than one degree of danger is present, the warning notice representing the highest degree of danger will
be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to
property damage.
Qualified Personnel
The product/system described in this documentation may be operated only by personnel qualified for the specific
task in accordance with the relevant documentation, in particular its warning notices and safety instructions.
Qualified personnel are those who, based on their training and experience, are capable of identifying risks and
avoiding potential hazards when working with these products/systems.
Proper use of Siemens products
Note the following:
WARNING
Siemens products may only be used for the applications described in the catalog and in the relevant technical
documentation. If products and components from other manufacturers are used, these must be recommended
or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and
maintenance are required to ensure that the products operate safely and without any problems. The permissible
ambient conditions must be complied with. The information in the relevant documentation must be observed.
Trademarks
All names identified by ® are registered trademarks of Siemens AG. The remaining trademarks in this publication
may be trademarks whose use by third parties for their own purposes could violate the rights of the owner.
Disclaimer of Liability
We have reviewed the contents of this publication to ensure consistency with the hardware and software
described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the
information in this publication is reviewed regularly and any necessary corrections are included in subsequent
editions.

Table of contents
1 General information and safety notes ........................................................................................................ 5
1.1 General information .......................................................................................................................5
1.2 Copyright........................................................................................................................................7
1.3 Intended use ..................................................................................................................................7
1.4 Obligations of the user ...................................................................................................................8
1.5 Particular types of hazards ..........................................................................................................10
2 Technical description ............................................................................................................................... 11
2.1 General description......................................................................................................................11
2.2 Cooling.........................................................................................................................................11
2.3 Rating plate..................................................................................................................................11
2.4 Surface treatment ........................................................................................................................12
3 Incoming goods, transport, and storage................................................................................................... 13
3.1 Incoming goods............................................................................................................................13
3.2 Transport......................................................................................................................................14
3.3 Storage.........................................................................................................................................15
4 Installation ............................................................................................................................................... 17
4.1 Unpacking ....................................................................................................................................17
4.2 General information on installation ..............................................................................................17
4.3 Tightening torque for fastening bolts on the gearbox ..................................................................19
4.4 Gearbox with foot mounting.........................................................................................................20
4.5 Gearboxes in foot or flange version.............................................................................................20
4.6 Gearbox with C-type housing flange............................................................................................21
4.7 Mounting the input or output element on the gearbox .................................................................22
4.8 Removing and installing the protection cover..............................................................................24
4.9 Installing and removing the shaft-mounted gearbox....................................................................25
4.9.1 General information on installing the shaft-mounted gearbox .....................................................25
4.9.2 Installing the hollow shaft with parallel key..................................................................................26
4.9.3 Removing the hollow shaft with parallel key................................................................................27
4.10 Torque arms with shaft-mounted gearboxes ...............................................................................29
4.11 Mounting the motor ......................................................................................................................30
5 Commissioning ........................................................................................................................................ 31
6 Operation................................................................................................................................................. 33
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Table of contents
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4 Operating Instructions, 03/2013, 70000004024300
7 Faults, causes, and remedies .................................................................................................................. 35
8 Service and maintenance ........................................................................................................................ 37
8.1 General notes about maintenance.............................................................................................. 37
8.2 Check gearbox for leaks ............................................................................................................. 38
8.3 Cleaning the gearbox or geared motor .......................................................................................39
8.4 Checking tightness of fastening bolts ......................................................................................... 40
9 Disposal................................................................................................................................................... 41
10 Technical data ......................................................................................................................................... 43
10.1 General technical data ................................................................................................................ 43
10.2 Weight ......................................................................................................................................... 45
10.3 Types of construction .................................................................................................................. 46
11 Spare parts .............................................................................................................................................. 47
12 Declaration of Incorporation, Declaration of Conformity........................................................................... 49
12.1 Declaration of Incorporation........................................................................................................ 49
12.2 EC Declaration of Conformity...................................................................................................... 50

General information and safety notes 1
1.1 General information
ATEX version gearboxes
Instructions and measures that apply in particular to ATEX version gearboxes.
Note
Siemens AG does not accept any liability for damage and failures that result from the non-
observance of these operating instructions.
These operating instructions are part of the gearbox delivery. Store the operating instructions
near the gearbox.
These operating instructions apply to the standard version of the MOTOX worm gearbox S in
sizes 08, 18, and 28.
Table 1- 1 Order number code
Structure of the order number position
MOTOX gearbox
1 2 3 4 5
Worm gearbox S 2 K J 1 7
Note
In addition to these operating instructions, special contractual agreements and technical
documentation apply to special gearbox designs and the associated supplementary
equipment.
Please refer to the other operating instructions supplied with the product.
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General information and safety notes
1.1 General information
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6 Operating Instructions, 03/2013, 70000004024300
The gearboxes described here correspond to the state of the art at the time these operating
instructions were printed.
Siemens AG reserves the right to change individual components and accessory parts in the
interest of further development. The changes serve to improve the performance and safety.
The significant features are retained.
If you have any technical questions, please contact Technical Support.
Europe - Germany
Phone: [phone]
Fax: [phone]
America - USA
Phone: [phone]
Asia - China
Phone: [phone]
E-Mail: [e-mail]
Internet German: http://www.siemens.de/automation/support-request
Internet English: http://www.siemens.com/automation/support-request
Applicable operating instructions
Table 1- 2 MOTOX gearbox operating instructions
Title Product
BA 2010 MOTOX Gearbox
BA 2011 MOTOX Worm Gearbox SC
BA 2012 MOTOX Worm Gearbox S
BA 2019 MOTOX Input Units
BA 2510 MOTOX Optional Add-on Units
BA 2515 MOTOX Gearbox for Monorail Conveyors
Table 1- 3 Motor operating instructions
Title Product
BA 2310 Three-phase and Single-phase Alternating Current Motors and Brake Motors with
Accessories
BA 2320 LA / LG and LAI / LGI Motors

General information and safety notes
1.2 Copyright
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Operating Instructions, 03/2013, 70000004024300 7
1.2 Copyright
The copyright to these operating instructions is held by Siemens AG.
These operating instructions must not be wholly or partly reproduced for competitive
purposes, used in any unauthorized way or made available to third parties without
agreement of Siemens AG.
1.3 Intended use
ATEX version gearboxes
The ATEX gearbox meets the requirements of the Explosion Protection
Directive 94/9/EC.
In the case of ATEX version gearboxes, please observe instructions marked with
this symbol.
The MOTOX worm gearboxes described in these operating instructions have been designed
for stationary use in general machine engineering applications.
Unless otherwise agreed, the gearboxes have been designed for use in machinery and
plants in industrial environments.
The gearboxes have been built using state-of-the-art technology and are shipped in an
operationally reliable condition. Changes made by users could affect this operational
reliability and are forbidden.
Note
The performance data assumes an ambient temperature of -20 °C to +40 °C and an
installation altitude of up to 5 000 m above sea level.
In the case of other ambient temperatures and installation altitudes, please contact Technical
Support.
The gearboxes are designed only for the area of application described in Section Technical
data (Page 43).
Do not operate the gearboxes outside the specified performance limits.
Any different operating conditions require new contractual agreements.
Do not climb on the gearbox. Do not place any objects on the gearbox.

General information and safety notes
1.4 Obligations of the user
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1.4 Obligations of the user
The operator must ensure that all persons assigned to work on the gearbox have read and
understood these operating instructions and that they follow them in all points in order to:
● Eliminate the risk to life and limb of users and other persons.
● Ensure the operational safety of the gearbox.
● Avoid disruptions and environmental damage through incorrect use.
Note the following safety information:
Shut down the geared motors and disconnect the power before you carry out any work on
them.
Make sure that the drive unit cannot be turned on accidentally, e.g. lock the key-operated
switch. Place a warning notice at the drive connection point which clearly indicates that work
is in progress on the geared motor.
Carry out all work with great care and with due regard to "safety".
For all work, observe the relevant regulations for work safety and environment protection.
Read the instructions on the rating plates attached to the geared motor. The rating plates
must be kept free from paint and dirt at all times. Replace any missing rating plates.
In the event of changes during operation, switch off the drive unit immediately.
Take appropriate protective measures to prevent accidental contact with rotating drive parts,
such as couplings, gear wheels or belt drives.
Take appropriate measures to prevent accidental contact with parts and equipment that heat
up to over +70 °C during operation.
When removing protective equipment, keep fasteners in a safe place. Re-attach removed
protective equipment before commissioning.
Collect and dispose of used oil in accordance with regulations. Remove oil spillages
immediately with an oil-binding agent in compliance with environmental requirements.

General information and safety notes
1.4 Obligations of the user
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Do not carry out any welding work on the gearbox. Do not use the gearbox as a grounding
point for welding operations.
Carry out equipotential bonding in accordance with applicable regulations and directives by
electrotechnology specialists.
Do not use high-pressure cleaning equipment or sharp-edged tools to clean the gearbox.
Observe the permissible tightening torque of the fastening bolts.
Replace damaged bolts with new bolts of the same type and strength class.
Siemens AG accepts the warranty only for original spare parts.
The manufacturer who installs the geared motors in a plant must include the regulations
contained in the operating instructions in its own operating instructions.

General information and safety notes
1.5 Particular types of hazards
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1.5 Particular types of hazards
WARNING
Extreme surface temperatures
Hot surfaces over +55 °C pose a burn risk.
Cold surfaces below 0 °C pose a risk of damage due to freezing.
Do not touch the gearbox without protection.
WARNING
Hot, escaping oil
Before starting any work wait until the oil has cooled down to below +30 °C.
WARNING
Poisonous vapors when working with solvents
Avoid breathing in vapors when working with solvents.
Ensure adequate ventilation.
WARNING
Risk of explosion when working with solvents
Ensure adequate ventilation.
Do not smoke!
WARNING
Risk of eye injury
Rotating parts can throw off small foreign particles such as sand or dust.
Wear protective eyewear!
In addition to the prescribed personal protection gear, also wear suitable protective gloves
and safety glasses.

Technical description 2
2.1 General description
The gearbox is supplied with one transmission stage.
The gearbox housing is made from die-cast aluminum.
The worm shaft is hardened and ground. The gear is manufactured from high-quality bronze.
All shafts are mounted in roller bearings.
The gearbox is lubricated for life with high-quality synthetic oil.
Radial shaft sealing rings are used in the standard version. At higher ambient temperatures
over +40 °C to +80 °C, shaft sealing rings of temperature-resistant material are used, subject
to contractual agreement.
2.2 Cooling
NOTICE
High housing temperature
Dust deposits prevent heat radiation and cause high housing temperatures.
Keep the gearbox free from dirt and dust, etc.
The gearbox does not normally require additional cooling. The generously dimensioned
housing surface is sufficient for dissipating heat losses where there is free convection. If the
housing temperature exceeds a value of +80 °C, please contact Technical Support.
2.3 Rating plate
The rating plate on the gearbox or geared motor is of coated aluminum foil. It is covered with
a special masking film which ensures permanent resistance to UV radiation and media of all
kinds, such as oils, greases, salt water and cleaning agents.
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Technical description
2.4 Surface treatment
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The adhesive and the material ensure firm adhesion and long-term legibility within the
operating temperature range from -40 °C to +155 °C.
The edges of the rating plate are paint-finished to match the color of the gearbox or motor to
which it is affixed.
In special cases, riveted or bolted metal plates are used.
2.4 Surface treatment
Standard-version gearboxes are not painted at the factory. If necessary, they can be painted
with any kind of commercially available paint.
ATEX version gearboxes
As standard, the gearbox is not painted. The gearbox is optionally delivered
complete with primer and paint finish.
ATEX version gearboxes
When applying conductive paint, the operating company must ensure that the
paint remains in a perfect state. The paint finish must be checked at intervals of
approximately 2 - 3 years.
ATEX version gearboxes
An excessively high electrostatic charge must be avoided.
Ensure that highly active mechanisms that cause the paint finish to generate a
charge are avoided.
Highly active mechanisms that can generate charges:
fast airflow with a high dust content directed past the gearbox
sudden escape of compressed gases containing particulates
harsh abrasive processes (not referring to manual cleaning / wiping with
cleaning rags).
NOTICE
Sealing lips must not come into contact with paint
Cover the shaft sealing rings.

3
Incoming goods, transport, and storage
3.1 Incoming goods
NOTICE
Transport damage impairs the correct function of the gearbox
Never commission a faulty gearbox or geared motor.
Note
Do not open or damage parts of the packaging that preserve the product.
Note
Check that the technical specifications are in accordance with the purchase order.
Inspect the delivery immediately on arrival for completeness and any transport damage.
Notify the freight company of any damage caused during transport immediately (this is the
only way to have damage rectified free of charge). Siemens AG will not accept any claims
relating to items missing from the delivery and which are submitted at a later date.
The gearbox or geared motor is delivered in a fully assembled condition. Additional items are
sometimes delivered packaged separately.
The products supplied are listed in the dispatch papers.
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Incoming goods, transport, and storage
3.2 Transport
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3.2 Transport
NOTICE
Damage caused by force
Transport the gearbox or geared motor carefully. Avoid knocks.
Before putting the drive into operation, remove any transport fixtures and keep them safe or
render them ineffective. For further transports reuse or reactivate them again.
Different forms of packaging may be used, depending on the size of the gearbox or geared
motor and the method of transport. Notwithstanding contractual agreements to the contrary,
the packaging complies with HPE Packaging Guidelines (Bundesverband Holzpackmittel
Paletten Exportverpackungen e.V., the German Federal Association for wooden packaging
means, pallets, and export packaging).
Note the symbols which appear on the packing. These have the following meanings:
This way up Center of gravity
Fragile
Do not use hand hook
Keep dry
Attach here
Keep cool

Incoming goods, transport, and storage
3.3 Storage
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3.3 Storage
WARNING
Danger of serious injuries caused by falling objects
Danger of damage to the gearbox when stacked
Do not stack gearboxes or geared motors on each other.
NOTICE
Failure of the external protection
Mechanical damage, chemical damage and thermal damage, such as scratches, acids,
alkalis, sparks, welding beads and heat cause corrosion.
Do not damage the paint finish.
Unless contractually agreed otherwise, the guarantee period for the standard preservative
lasts 6 months from the date of delivery.
In the case of storage in transit over 6 months, special arrangements must be made for
preservation. Please contact Technical Support.
Store the gearbox or geared motor in dry, dust-free rooms that are maintained at a constant
temperature.
The storage location must be vibration- and shock-free.
The free shaft ends, sealing elements and flange surfaces must have a protective coating.

Incoming goods, transport, and storage
3.3 Storage
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4
Installation
4.1 Unpacking
NOTICE
Transport damage impairs the correct function of the gearbox
Never commission faulty gearboxes or geared motors.
Check the gearbox or geared motor for completeness and for damage. Report any missing
parts or damage immediately.
Remove and dispose of the packaging material and transport fixtures appropriately.
4.2 General information on installation
ATEX version gearboxes
Effect on bearings of stray electric currents from electrical equipment.
When mounting the gearbox on or connecting it to the machine, take care to
ensure potential equalization. The information on grounding and equipotential
bonding provided by the motor supplier must be observed.
WARNING
Uncontrolled starting or reversing of the system under load
The entire system must be load-free so that there is no danger during this work.
NOTICE
Irreparable damage to toothed components and bearings due to welding
Do not carry out any welding work on the gearbox. The gearbox must not be used as a
grounding point for welding operations
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Installation
4.2 General information on installation
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18 Operating Instructions, 03/2013, 70000004024300
NOTICE
Overheating of the gearbox due to exposure to direct sunlight
Provide suitable protective equipment such as covers or roofs. Prevent heat accumulation.
NOTICE
Malfunction resulting from foreign objects
The operator must ensure that no foreign objects impair the function of the gearbox.
NOTICE
Exceeding the permissible oil sump temperature due to incorrect settings of temperature
monitoring equipment
An alarm must be output when the maximum permissible oil sump temperature is reached.
The geared motor must be switched off when the maximum permissible oil sump
temperature is exceeded. This switching off can cause plant shutdown.
Note
Use headless screws of strength class 8.8 or higher to fasten the gearbox.
Exercise particular care during mounting and installation. The manufacturer cannot be held
liable for damage caused by incorrect mounting and installation.
Make sure that there is sufficient space around the gearbox or geared motor for mounting,
maintenance and repair.
On geared motors with a fan, leave sufficient free space for the entry of air. Observe the
installation conditions for the geared motor.
Provide sufficient lifting gear at the start of mounting and fitting work.