Siemens SIMOGEAR BA 2730 User manual

SIMOGEAR
Geared motor with encoder for
safety
-relevant applications
BA 2730
Operating Instructions
Supplement to SIMOGEAR operating instructions
BA
2030 and BA 2330 and for the operating
instruc
tions Sendix SIL Encoders for Functional Safety
of the Kübler company
Translation of the original instructions
02/2021
A5E36448105A/RS
-AG
General information and
safety notes
1
Securing functional safety
2
Disposal
3

Siemens AG
Digital Industries
Postfach 48 48
90026 NÜRNBERG
GERMANY
A5E36448105A/RS-AG
Ⓟ
03/2021 Subject to change
Copyright © Siemens AG 2015 - 2021 .
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 accordancewith 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 correctionsare included in subsequent
editions.

BA 2730
Operating Instructions, 02/2021, A5E36448105A/RS-AG 3
Table of contents
1 General inform ation and safety notes ...............................................................................................5
1.1 General information.........................................................................................................5
1.2 Copyright ........................................................................................................................7
1.3 Intended use ...................................................................................................................7
2 Secu ring functional saf ety ................................................................................................................9
2.1 General information.........................................................................................................9
2.2 Unpacking.....................................................................................................................12
2.3 Electrical installation of the encoder ................................................................................13
2.4 Commissioning the encoder ...........................................................................................15
2.5 Technical specifications ..................................................................................................17
2.5.1 Rating plate data............................................................................................................17
2.5.1.1 General technical data....................................................................................................17
2.5.1.2 Rating plate SIMOGEAR geared motors without a UL/CSA design........................................17
2.5.1.3 Rating plate SIMOGEAR geared motors with a UL/CSA design. ...........................................19
2.5.1.4 Rating plate SIMOGEAR geared motors for converter operation .........................................20
2.5.2 Type designation ...........................................................................................................21
2.5.3 Technical specifications of the brake for encoders for functional safety..............................22
3 Disposal ..........................................................................................................................................25

Table of contents
BA 2730
4Operating Instructions, 02/2021, A5E36448105A/RS-AG

BA 2730
Operating Instructions, 02/2021, A5E36448105A/RS-AG 5
General information and safety notes
1
1.1 General information
Note
Siemens
AG does not accept any liability for damage and failures that result from the non-
observance of these operating instructions.
Note
European RoHS directive
SIMOGEAR geared motors comply with the stipulations laid down in Directive 2011/65/EU
regarding restrictions in the use of certain hazardous substances.
These operating instructions are included with thegeared motor when delivered. Keep the
operating instructions close to the geared motor. Please read the operating instructions prior
to handling the geared motor and observe the information they contain. This is how you
secure safe and disturbance-free function.
These operating instructions are valid for the functionally safe encoders that are mounted
onto SIMOGEAR geared motors. The functionally safe encoders comply with therelevant
standards for safety-related applications. Functionally safe encoders are also referred to
simply as encoders in the operating instructions.
The operating instructions BA 2730 supplement the following operating instructions:
•BA 2030 SIMOGEAR gearboxes
The operating instructions apply to the standard version of SIMOGEAR gearboxes
•BA 2330 Motors LA/LE/LES for mounting on SIMOGEAR gearboxes
The operating instructions apply to the standard version of the motors for mounting on
the SIMOGEAR gearbox series
•Sendix SIL Encoders for Functional Safety - operating instructions from Kübler,
http://www.kuebler.com.
The operating instructions especially address topics related to the encoder:
–General information
–Encoder function
–Functional safety
–Data transfer
–Electrical installation
–Commissioning
–Technical specifications

General information and safety notes
1.1 General information
BA 2730
6Operating Instructions, 02/2021, A5E36448105A/RS-AG
Information about SIMOGEAR geared motors with encoder and the following topics is
provided in BA 2730:
•Use for the intended purpose
•Securing functional safety
•Connection assignment of the encoder
•Checklist for commissioning theencoder
•Technical specifications of the motor and the brake
Table 1- 1 Article number code
Functionally safe encoder Article number position Z
Order code of the special version
Incremental encoder 8.5834FS2
Q42
Incremental encoder 8.5834FS3
Q43
Absoluteencoder 8.5883FS2
Q77
Absoluteencoder 8.5883FS3
Q78
The described geared motors correspond to state-of-the-art technology at thetime 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. The operating instructions are updated regularly with
new contents.
The latest versions of the operating instructions, the declaration of incorporation and the
declarations of conformity are available in electronic form in theIndustry Online Support
(https://support.industry.siemens.com/cs/ww/en/ps/13424/man).
You can find technical configuration data, spare parts lists and certificates of compliance on
the Intranet at Once Delivered (https://c0p.siemens.com:8443/sie/1nce_delivered).
You can find the contact data of your Technical Support in the Databaseof contacts at
Siemens AG (www.siemens.com/yourcontact).
If you have any technical questions, please contact Technical Support
(https://support.industry.siemens.com/cs/ww/en/sc/2090).
Europe and Africa
Telephone: [phone]
[e-mail]
America
Telephone: [phone]
[e-mail]
Asia / Australia / Pacific
Telephone: [phone]
[e-mail]

General information and safety notes
1.2 Copyright
BA 2730
Operating Instructions, 02/2021, A5E36448105A/RS-AG 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
The SIMOGEAR geared motor with functionally safe encoder has a signal yellow marking on
the fan cover. Marking SI04 for the functionally safe encoder is stamped on the rating plate.
The safety level is marked on the functionally safe encoder itself.
Figure 1-1 Marking for functional safety
The geared motor complies with Machinery Directive 2006/42/EC.
The rotary encoders comply with the relevant standards for safety-related applications.
Observe the notes in Chapter Securing functional safety (Page 9). Siemens AG does not
accept any liability for injury and damage that result from the non-observance of these
operating instructions.
The encoder is suitable for use in the following
environment
The encoder is not suitable for use in the
following environment
Safety-relevant systems up to
•SIL2 / SIL3 acc. to EN 61800-5-2
•PLd / PLe acc. to EN ISO 13849-1 and
EN ISO 13849-2
Use in hazardous areas
Typical industrial environment
e.g. indoorinstallation for conveyortechnology
Harsh industrial environments
e.g. offshore or the chemical industry
Conditionally in port installations
Areas with direct influence of seawater
or spraying seawater

General information and safety notes
1.3 Intended use
BA 2730
8Operating Instructions, 02/2021, A5E36448105A/RS-AG
The external encoder components are manufactured out of the following materials:
•Torque arm, hollow shaft and clamping ring: V2A
•Enclosure: Die cast zinc Z410
•Flange: AlCu6BiPb, AlMgSiSnBi or AlCu4PbMgMn
The geared motor is only safe when used together with a suitable encoder evaluation and
motor protection evaluation.
The geared motor is certified for ambient temperatures ranging from -30 °C to +50 °C and an
installation altitude up to 1 000 m above sea level.
The encoder is certified for a maximum ambient temperature of +50 °C, for simultaneous use
of the motors according to temperature class 155 (F) as a maximum.
The encoder is suitable for degrees of protection ≤IP65.
The encoder is designed for a maximum motor speed of 4000 rpm.
The encoder is designed for a maximum angular velocity of the motor of 4000 rad/s2.
The motor is certified for vibration and shock according to EN 60721-3-3, up to and including
Class 3M3.
Only usethe brake as holding brake with emergency stop function.
Only operate the anti-condensation heating at standstill.
The geared motors are designed and built according to state-of-the-art technology and are
shipped in an operationally safe condition. Changes made by users negatively impact
operational reliability and are forbidden.
The geared motor is designed for installation in a machine. The company operating the
machine is responsible for complying with functional safety. The person marketing or
operating the machine is responsible for the necessarysafety functions and their attributes.

BA 2730
Operating Instructions, 02/2021, A5E36448105A/RS-AG 9
Securing functional safety
2
2.1 General information
The functional safety complies with the relevant standards for safety-relevant applications.
WARNING
Non-compliance with warning information
The functional safety can be disabled if the warning information and notes are not
observed.
Comply with valid regulations and operating instructions.
WARNING
Non-compliance with the definition of correct use
The functional safety can be disabled if the information regarding correct use is not
complied with.
Carefully comply with theinformation provided regarding correct use.
WARNING
Functional safety without conformity assessment
The geared motor is designed for installation in a machine. The operating company is
responsible for defining the safety level and its actual implementation in the machine.
Evaluate the conformity of the machine before commissioning.
WARNING
Functional safety with a motor that is not intended for the purpose
It is not permitted to retrofit theencoder.
The encoder is mounted on a SIMOGEAR geared motor with the appropriate version. The
geared motor with encoder must be ordered in this particular version, as otherwise
functional safety is not afforded.

Securing functional safe ty
2.1 General information
BA 2730
10 Operating Instructions, 02/2021, A5E36448105A/RS-AG
WARNING
Functional safety without safety-relevant encoder evaluation
The encoder is only safety-relevant when used in conjunction with a suitable encoder
evaluation unit.
Use the encoder together with a safety-relevant encoder evaluation unit. Especially observe
the requirements relating to suitable, safety-relevant encoder evaluation in the operating
instructions Sendix SIL Rotary encoders for Functional Safety from the Kübler company
WARNING
Functional safety without motor protection evaluation
The motor with functionally safe encoder is equipped with thermal motor protection, which
must be evaluated.
Use the geared motor with motor protection evaluation.
WARNING
Resonance effects in operation
Resonance effects can occur on the geared motor as a result of theconverter or comparable
power controlling devices.
Resonance effects must be excluded.
Optimize, for example, the controller parameters through an appropriate setpoint filtering.
For the geared motor with theencoder, Siemens AG assumes responsibility that the directives
of functional safety arecomplied with. The safety-relevant connection elements are sealed
before delivery.
Also take into account the applicable national and regional legislation, standards and
regulations.
If a geared motor with encoder is used for safety-relevant applications together with a brake,
then lower maximum permissible air gaps for the brake apply than for standard applications,
see Technical specifications of the brake for encoders for functional safety (Page 22).
To ensurethat the geared motor is not damaged:
•Do not step on the geared motor.
•Do not place any objects on the geared motor.
•Do not place the geared motor down on the fan cover.

Securing functional safety
2.1 General information
BA 2730
Operating Instructions, 02/2021, A5E36448105A/RS-AG 11
Working on the rotary encoder and the brake
All safety-related mechanical connections for the encoder or thebrake are marked with a seal
(enamel dot).
Only Siemens service personnel or personnel trained and authorized by Siemens may carry
out the work.
Contact Technical Support for the following encoder or brake topics:
•Maintenance and service
•Faults and how to resolve them
•Disposal
The responsibility and liability regarding the functional safety and its associated traceability is
completely transferredover to theoperating company:
•If the operating company damages the seal that was applied by Siemens AG.
•If the operating company carries out work in the area around the seal.
•If the operating company performs work on the encoder or the brake and the respective
mechanical connection.

Securing functional safe ty
2.2 Unpacking
BA 2730
12 Operating Instructions, 02/2021, A5E36448105A/RS-AG
2.2 Unpacking
NOTICE
Transport damage impairs the correct functioning of the geared motor.
Never commission faulty or defective geared motors.
Check thegeared motor for completeness and for damage. Report any missing parts or
damage immediately.
Keep the connector protection cap of the encoder on the connector until you connect the
encoder to a suitable encoder evaluation unit.
Remove and dispose of the packaging material and transport equipment in compliance with
regulations.
Position of the encoder below the cover
①
Self-ventilated motor
②
Motor with forced ventilation
③
Motor with forced ventilation and brake
2480
Encoder
2605
Fan cover of the motor/external fan
2615
Canopy
2648
Encoder cover

Securing functional safety
2.3 Electrical installation of the encoder
BA 2730
Operating Instructions, 02/2021, A5E36448105A/RS-AG 13
2.3 Electrical installation of the encoder
WARNING
Inadequately qualified personnel
If the encoder is electrically installed by inadequately qualified personnel then the functional
safety can be disabled.
Only qualified personnel are authorized to carry out the work.
These persons must be knowledgeable about:
•Topics relating to functional safety
•Legislation, safety regulations and standards for functional safety
•
Content of the detailed operating instructions provided
WARNING
Premature damage or destruction of the encoder
Electrostatic discharge can causethe encoder to fail.
Do not touch the connector pins.
Do not exceed the following tolerances regarding themotor supply voltage according to
EN 60034-1 Range A.
•Voltage ±5 %
•Frequency ±2 %
Especially observe the following topics in the operating instructions Sendix SIL Encoders for
Functional Safety from the Kübler company:
•Functional safety
•Electrical installation, EMC and general notes
•Data transfer to encoder evaluation
WARNING
Incorrect connection assignment of the encoder
The connection assignment in the operating instructions Sendix SIL Encoders for Functional
Safety from the Kübler company is not applicable for theSIMOGEAR geared motor with
rotary encoder.
The valid connection assignment is coordinated with the geared motor.
Refer to these operating instructions for the connection assignment of the SIMOGEAR
geared motor with encoder.

Securing functional safe ty
2.3 Electrical installation of the encoder
BA 2730
14 Operating Instructions, 02/2021, A5E36448105A/RS-AG
Connection assignment incremental encoder IN 8.5834
Connector viewed from
the outside
Signal
Diagram showing the signals for clockwise
shaft rotation when viewing the clamping ring
and/or the motor drive end.
Power supply
Incremental signals
Connection
UP
Sensor UP
O V
Sensor O V
A+
A-
B+
B-
Flange socket
12
2
10
11
5
6
8
1
Sensor pins jumpered
in the encoder
Sensor pins jumpered
in the encoder
-
Connection assignment, absolute encoder IA 8.5883
Connector viewed from
the outside
Signal
①0 absolute position value
②Increasing absolute values
Diagram showing the signals for
clockwise shaft rotation when viewing
the clamping ring and/or the motor
drive end
Power supply
-
Incremental signals
Connection
UP
Sensor UP
O V
Sensor O V
Inner shield
A+
A-
B+
B-
Flange socket (SSI)
7
1
10
4
11
15
16
12
13
Sensor pins
jumpered in the
connector
Sensor pins
jumpered in the
connector
Not available
-
Absolute position values
Other signals
Connection
DATA
DATA,
negated
CLOCK
CLOCK,
negated
Direction of rotation
Zeros
D+
D-
C+
C-
DIR
SET
Flange socket (SSI)
14
17
8
9
2
5
Absolute values are
counted down when
the input is
energized.
The absolute value
is set to zero when
the input is
energized.

Securing functional safety
2.4 Commissioning the encoder
BA 2730
Operating Instructions, 02/2021, A5E36448105A/RS-AG 15
2.4 Commissioning the encoder
WARNING
Inadequately qualified personnel
If the encoder is electrically installed by inadequately qualified personnel then the functional
safety can be disabled.
Only qualified personnel are authorized to carry out the work.
These persons must be knowledgeable about:
•Topics relating to functional safety
•Legislation, safety regulations and standards for functional safety
•
Content of the detailed operating instructions provided
For commissioning, observe the operating instructions Sendix SIL Encoders for Functional
Safety from Kübler.
Complete the checklist shown below before commissioning the encoder.
Table 2- 1 Checklist for commissioning the encoder
FDU.............................................................
Factory serial number, see rating plate geared motor ④
The designated product is designed for installation in a machine. Commissioning is prohibited until it
has been established that the end product conforms with Directive 2006/42/EC.
Measure
Yes
Is the signal yellow Safety Integrated marking on the front cover and SI04 marking on the
rating plate?
Is the geared motor free of any damage?
Are the operating instructions BA 2730, Sendix SIL, BA 2030, BA 2330 – and all of the other
instructions for the encoder available – and have they been carefully read?
Does the data stamped on the geared motor rating plate correspond to the particular
application?
Is the installation altitude below 1000 m above sea level?
Is the ambient temperature maintained between -30 °C and +50 °C
Is operation under harsh industrial environments completely ruled out, for example the
offshore or chemical industry, and areas with direct exposure to seawater or spraying
seawater?
Was the geared motor correctly installed and aligned to rule out vibration and shock?
Does the motor manifest vibration levels and shock below those according to EN 60721-3-3,
up to and including Class 3M3.
Is the maximum motor speed less than 4000 rpm?
Is the maximum angular velocity of the motor less than 4000 rad/s2?
Is the thermal motor protection evaluated?
Have the controllers of the converter or comparable power controlling device been set so that
no resonance effects occur at the geared motor, encoder or the torque arm of the encoder?

Securing functional safe ty
2.4 Commissioning the encoder
BA 2730
16 Operating Instructions, 02/2021, A5E36448105A/RS-AG
FDU.............................................................
Factory serial number, see rating plate geared motor ④
The designated product is designed for installation in a machine. Commissioning is prohibited until it
has been established that the end product conforms with Directive 2006/42/EC.
Measure
Yes
Is the brake only used as holding brake with emergency stop function?
The electrical installation of the encoder is described in the operating instructions
Sendix SIL Encoders for Functional Safety from Kübler.
Have qualified personnel connected the encoder to the encoder evaluation?
Was a suitable, shielded connecting cable with twisted conductorpairs used?
Were the connecting cables attached to the encoder without any strain, the cable and
connector installed and securely attached?
Is the maximum length of the connecting cable 50 m?
Is the connecting cable shield connected at both ends through a large surface area and
grounded?
The closer the shield is connected to the encoder / encoder evaluation, the more effective the
shield is.
Is the connection assignment of the mating connector of the connecting cablethe same as
shown in the table of these operating instructions in Chapter Electrical installation of the
encoder (Page 13)?
The data transfer is described in the operating instructions
Sendix SIL Encoders for Functional Safety from Kübler.
Was it checked and ensured that the supply voltage has the correct level and polarity?
Were the sinusoidal and cosinusoidal signals checked to ensure that they have the correct
polarity and phase?
Was it checked and ensured that the 120 Ohm terminating resistor is installed in the signal
paths?
The encoder evaluation is described in the operating instructions
Sendix SIL Encoders for Functional Safety from Kübler.
Do the direction of rotation and count direction match?
Is the sin2(x) + cos2(x) = 1 monitoring activated?

Securing functional safety
2.5 Technical specifications
BA 2730
Operating Instructions, 02/2021, A5E36448105A/RS-AG 17
2.5 Technical specifications
2.5.1 Rating plate data
2.5.1.1 General technical data
The most important technical data is stamped on therating plate of the geared motor.
This data, together with the contractual agreements for the geared motors, determines the
limits of intended use.
In thecase of geared motors, a rating plate attached to the motor usually indicates the data
for the entiredrive.
In certain cases separate rating plates areattached to the gearbox and the motor.
2.5.1.2 Rating plate SIMOGEAR geared motors without a UL/CSA design.
Example of a rating plate with the marking
indicating an encoder with functional safety
Place holder for technical data on the rating
plate
Figure 2-1 Example of a SIMOGEAR rating plate for non-UL/CSA geared motors
Description of the place holder for technical data
1
Data matrix code
2
INV. DUTY - suitable for converter operation
3
Applied standard
4
Serial number
5
CE marking or other marking, if required
6
Article number
7
Type designation with marking of thefunctionally safe encoder
8
Mounting position
9
Degree of protection acc. to IEC 60034-5
10
Weight min kg
11
Ambient temperature

Securing functional safe ty
2.5 Technical specifications
BA 2730
18 Operating Instructions, 02/2021, A5E36448105A/RS-AG
12
Customer ID
13
Oil quantity in l, main gearbox / intermediate gearbox
14
Type of oil
15
Oil viscosity ISO VG class according to DIN 51519 / ISO 3448
16
Total transmission ratio i
Frequency 1
17
Rated frequency f in Hz
18
Gearbox output speed n2in rpm
19
Geared motor output torque T2in Nm
20
Service factor fB
Frequency 2
21
Rated frequency f in Hz
22
Gearbox output speed n2in rpm
23
Geared motor output torque T2in Nm
24
Service factor fB
Motor and brake data
25
Phasenumber and type of current for themotor
26
Temperature class Th. Cl.
27
Thermal motor protection
28
Symbols (IEC 60617-2): = brake
29
Rated braking torque TBr in Nm
30
Brake control voltage Uin V
Frequency 1
31
Rated frequency f in Hz
32
Rated voltage / range Uin V
33
Circuit, graphical symbols according to DIN EN 60617 Part 6 / IEC 60617-6
34
Rated current INin A
35
Power factor cos φ
36
Rated power PNin kW
37
Duty type
38
Efficiency class marking according to IEC 60034-30
39
Rated speed nNin rpm
Frequency 2
40
Rated frequency f in Hz
41
Rated voltage / range Uin V
42
Circuit, graphical symbols according to DIN EN 60617 Part 6 / IEC 60617-6
43
Rated current INin A
44
Power factor cos φ
45
Rated power PNin kW
46
Duty type
47
Efficiency class marking according to IEC 60034-30
48
Rated speed nNin rpm
49
Motor series
50
Motor designation