Siemens Worm Gearbox S 5 BA 2012 User manual

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MOTOX
Worm Gearbox S
BA 2012
Operating Instructions
Translation of the original instructions
02/2018
A5E38093971A/RS
-AB
General information and
safety notes
1
Technical description
2
Incoming goods, transport,
and storage
3
Installation
4
Commissioning
5
Operation
6
Faults, causes and remedies
7
Service and maintenance
8
Disposal
9
Technical data
10
Spare parts
11
Explanations
12

Siemens AG
Division Digital Factory
Postfach 48 48
90026 NÜRNBERG
GERMANY
A5E38093971A/RS-AB
Ⓟ
03/2018 Subject to change
Copyright © Siemens AG 2013 - 2018.
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.

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Operating Instructions, 02/2018, A5E38093971A/RS-AB 3
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 The five safety rules..................................................................................................................9
1.6 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.................................................................................................................................13
3.3 Storage ...................................................................................................................................14
4 Installation ............................................................................................................................................ 15
4.1 Unpacking ...............................................................................................................................15
4.2 General information on installation .........................................................................................15
4.3 Thread sizes and tightening torques for fastening bolts.........................................................17
4.4 Gearbox with foot mounting....................................................................................................18
4.5 Gearboxes in foot or flange version........................................................................................18
4.6 Gearbox with C-type housing flange.......................................................................................19
4.7 Mounting an input or output element on the gearbox shaft ....................................................20
4.8 Removing and installing the protection cover.........................................................................22
4.9 Installing and removing the shaft-mounted gearbox...............................................................23
4.9.1 General information on installing the shaft-mounted gearbox................................................23
4.9.2 Mounting the hollow shaft with feather key.............................................................................24
4.9.3 Removing the hollow shaft......................................................................................................25
4.10 Torque arms with shaft-mounted gearboxes ..........................................................................26
4.11 Mounting the motor .................................................................................................................28
5 Commissioning ..................................................................................................................................... 29

Table of contents
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6 Operation.............................................................................................................................................. 31
7 Faults, causes and remedies................................................................................................................. 33
8 Service and maintenance...................................................................................................................... 35
8.1 General notes about maintenance work ................................................................................ 35
8.2 Checking the gearbox for leaks ............................................................................................. 36
8.3 Cleaning the gearbox or geared motor .................................................................................. 37
8.4 Checking tightness of fastening bolts .................................................................................... 37
9 Disposal................................................................................................................................................ 39
10 Technical data ...................................................................................................................................... 41
10.1 General technical data ........................................................................................................... 41
10.2 Weight .................................................................................................................................... 44
10.3 Mounting positions ................................................................................................................. 44
11 Spare parts ........................................................................................................................................... 45
12 Explanations ......................................................................................................................................... 47
12.1 Declaration of Incorporation................................................................................................... 47
12.2 EU Declaration of Conformity DIN EN 80079-36................................................................... 48
12.3 EC/EU Declaration of Conformity .......................................................................................... 49

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Operating Instructions, 02/2018, A5E38093971A/RS-AB 5
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
MOTOX gearbox
Structure of the order number position
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.
The described gearboxes 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. The operating instructions are updated regularly with
new contents.

General information and safety notes
1.1 General information
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6Operating Instructions, 02/2018, A5E38093971A/RS-AB
The latest versions of the operating instructions, the declaration of incorporation and the
declarations of conformity are available in electronic form in the Industry Online Support
(https://support.industry.siemens.com/cs/ww/de/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 Database of 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]
Valid operating instructions for MOTOX
●BA 2010 - operating instructions for MOTOX gearboxes
●BA 2011 - operating instructions for MOTOX worm gearbox SC
●BA 2012 - operating instructions for MOTOX worm gearbox S
●BA 2019 - operating instructions for MOTOX input units
●BA 2310 - operating instructions for three-phase and single-phase AC motors and
motors equipped with brake with accessories
●BA 2320 - operating instructions for LA/LG and LAI/LGI motors
●BA 2330 - operating instructions for LA/LE/LES motors
●BA 2510 - operating instructions for MOTOX optional add-on units
●BA 2515 - operating instructions for MOTOX gearboxes for overhead conveyors

General information and safety notes
1.2 Copyright
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Operating Instructions, 02/2018, A5E38093971A/RS-AB 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 satisfies the requirements of the Explosion Protection D
i-
rective 2014/34/EU.
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 2000
m above sea level.
For different installation altitudes and ambient temperatures, please contact Technical
Support.
The gearboxes have been designed solely for the application described in the Technical data
(Page 41). Do not operate the gearboxes outside the specified power limits. Other operating
conditions must be contractually agreed.
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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8Operating Instructions, 02/2018, A5E38093971A/RS-AB
1.4
Obligations of the user
The operator must ensure that all persons assigned to work on the geared motor 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 geared motor.
●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 protective 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.
Do not carry out any welding work on the geared motor. Do not use the geared motor 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 geared
motor.

General information and safety notes
1.5 The five safety rules
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Operating Instructions, 02/2018, A5E38093971A/RS-AB 9
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.
1.5
The five safety rules
For your own personal safety and to prevent material damage when carrying out any work,
always observe the safety-relevant instructions and the following five safety rules according
to EN 50110-1 Working in a voltage-free state. Apply the five safety rules in the sequence
stated before starting work.
Five safety rules
1. Disconnect.
Also disconnect the auxiliary circuits, for example the anti-condensation heating.
2. Secure against reconnection.
3. Verify absence of operating voltage.
4. Ground and short circuit.
5. Cover or safeguard neighboring live parts.
After the work has been completed, undo the measures taken in the reverse order.

General information and safety notes
1.6 Particular types of hazards
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1.6
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.

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Operating Instructions, 02/2018, A5E38093971A/RS-AB 11
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
Dust deposits prevent heat radiation
Dust deposits prevent heat radiation and cause a high housing temperature.
Keep the gearbox free from dirt, 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.
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.

Technical description
2.4 Surface treatment
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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 co
m-
plete 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 air with high dust content directed past the gearbox
•
Sudden escape of compressed gases that contain particles
•
Harsh abrasive processes (this does not mean manual cleaning / wiping with
cleaning cloths)
WARNING
Danger due to electrostatic discharge
For paint finishes in explosion group III, the paint can be electrostatically charged as a
result of intensive dust turbulence or processes with high levels of electrostatic charging.
Risk of explosion as a result of processes with high levels of electrostatic charging
Minimize the risk of electrostatic charging by applying effective measures according to
IEC 60079-32-1.
NOTICE
Sealing lips must not come into contact with paint
Cover the shaft sealing rings.

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Incoming goods, transport, and storage
3
3.1
Incoming goods
NOTICE
Transport damage impairs correct functioning
Do not commission faulty gearboxes or geared motors.
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 del
ivery 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.
3.2
Transport
NOTICE
The use of force will damage the gearbox or geared motor
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. You can then use them again for transporting further items or you
can apply them again.
Different forms of packaging may be used, depending on the size of the gearbox or geared
motor and the method of transport. Unless contractually agreed otherwise, the seaworthy
packaging complies with HPE Packaging Guidelines (Bundesverband Holzpackmittel
Paletten Exportverpackungen e.V., the German Federal Association for wooden packaging,
pallets, and export packaging).

Incoming goods, transport, and storage
3.3 Storage
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Note the symbols which appear on the packaging. These have the following meanings:
This way up
Center of gravity
Fragile
Do not use hand hook
Keep dry
Attach here
Keep cool
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.

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Operating Instructions, 02/2018, A5E38093971A/RS-AB 15
Installation
4
4.1
Unpacking
NOTICE
Transport damage impairs the correct function of the geared motor
Never commission faulty or defective motors.
Check the motor for completeness and damage. Report any missing parts or damage
immediately.
Remove and dispose of the packaging material and transport equipment in compliance with
regulations.
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 e
n-
sure potential equalization. The information on grounding and equipotential bon
d-
ing provided by the motor supplier must be observed.
WARNING
Operating under load
Under load, the system can start or reverse in an uncontrolled fashion.
The entire system must be load-free so that there is no danger during this work.
NOTICE
Destruction caused by welding
Welding destroys the geared parts and bearings.
Do not weld on the gearbox. The gearbox must not be used as a grounding point for
welding operations.

Installation
4.2 General information on installation
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NOTICE
Overheating caused by solar radiation
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
Damaged components impair the correct function of the gearbox
If any components are damaged, the correct function of the gearbox will no longer be
ensured.
Do not install any damaged gearbox components.
NOTICE
Violation of the maximum permissible oil sump temperature
The oil sump temperature may be exceeded if the temperature monitoring equipment is
incorrectly set.
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 temperature is
exceeded. If the geared motor is shut down, then this can cause the machine to come to a
stop.
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.
Observe the mounting position specified on the rating plate. This ensures that the correct
quantity of lubricant is provided.
Use all the fastening means that have been assigned to the particular mounting position and
mounting type.
Cap bolts cannot be used in some cases due to a lack of space. In such cases, please
contact Technical Support quoting the type of gearbox.

Installation
4.3 Thread sizes and tightening torques for fastening bolts
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Operating Instructions, 02/2018, A5E38093971A/RS-AB 17
4.3
Thread sizes and tightening torques for fastening bolts
The general tolerance for the tightening torque is 10 %. The tightening torque is based on a
friction coefficient of μ = 0.14.
Table 4- 1 Tightening torques for fastening bolts
Thread size
Tightening torque for strength class
8.8
10.9
12.9
[Nm]
[Nm]
[Nm]
M4
3
4
5
M5
6
9
10
M6
10
15
18
M8 25 35 41
M10
50
70
85
M12 90 120 145
M16
210
295
355
M20
450
580
690
M24
750
1 000
1 200
M30
1 500
2 000
2 400
M36
2 500
3 600
4 200

Installation
4.4 Gearbox with foot mounting
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4.4
Gearbox with foot mounting
NOTICE
Do not subject the gearbox to excessive stress when tightening the fastening bolts
The foundation must be level and free from dirt.
The levelness deviation of the gearbox support must not exceed 0.1 mm.
The foundation should be designed in such a way that no resonance vibrations are created
and no vibrations are transmitted from adjacent foundations.
The foundation structure on which the gearbox is to be mounted must be torsionally rigid. It
must be dimensioned according to the weight and torque, taking into account the forces
acting on the gearbox. If the substructure is too weak, it will cause radial or axial
displacement, which cannot be measured at a standstill.
When using foundation blocks to fasten the gearbox to a concrete foundation, suitable
recesses should be made in the foundation.
Align and grout the slide rails into the foundation.
Align the gearbox carefully with the units on the input and output side. Take into account the
elastic deformation due to operating forces.
Prevent displacement from external forces due to lateral impacts.
Use stud bolts or headless screws of strength class 8.8 or higher for the foot mounting.
Observe the tightening torque.
4.5
Gearboxes in foot or flange version
NOTICE
Impermissible housing loadings caused by incorrectly installed add-on elements
Do not subject the gearbox housing to excessive stress by adding add-on elements to the
foot or flange.
Add-on elements must not transmit forces, torques, and vibrations to the gearbox.
To prevent strains on the housing, fasten the gearbox only on the flange or the foot fastening
for force and torque transmission. Refer to Gearbox with foot mounting (Page 18).
The second mounting option (foot or flange) is intended for add-on elements, e.g. protection
covers with an intrinsic weight of up to max. 30 % of the weight of the gearbox.