ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
KTR-N
Sheet:
Edition:
40214 EN
1 of 18
6
ROTEX® SD
shiftable jaw coupling
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
KTR-N
Sheet:
Edition:
40214 EN
2 of 18
6
ROTEX® SD is a torsionally flexible jaw coupling shiftable at standstill. It is able to compensate for shaft
misalignment, for example caused by manufacturing inaccuracies, thermal expansion, etc.
Table of contents
1
Technical data
3
2
Advice
5
2.1
2.2
2.3
2.4
2.5
2.6
5
5
5
6
6
6
3
4
General advice
Safety and advice symbols
General hazard warnings
Proper use
Coupling selection
Reference to EC Machinery Directive 2006/42/EC
Storage, transport and packaging
6
3.1
3.2
6
7
Storage of the coupling
Transport and packaging
Assembly
7
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
7
9
10
10
10
11
12
13
14
Components of the coupling
Advice for finish bore
Advice on shifting force
Assembly of the coupling (general)
Assembly of ROTEX® SD (component 1)
Displacements - alignment of the coupling
Assembly of the slip ring (component 2)
Maintenance intervals
Assembly of the shiftable linkage (component 3)
5
Start-up
15
6
Breakdowns, causes and elimination
16
7
Maintenance and service
18
8
Disposal
18
9
Spares inventory, customer service addresses
18
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
1
KTR-N
Sheet:
Edition:
40214 EN
3 of 18
6
Technical data
Illustration 1: ROTEX® SD
Table 1: Dimensions - type SD
Size
24
28
38
42
48
55
65
75
90
100
110
125
BS
± 0.1
6
8
12.5
12.5
17.5
18
18
20.5
25.5
25.5
25.5
30.5
DH
DI1
DN
DN1
55
65
80
95
105
120
135
160
200
225
255
290
27
30
38
46
51
60
68
80
100
113
127
147
40
48
66
75
85
98
115
135
160
180
200
230
56
67
78
94
104
118
-
Dimensions in mm
DS
DN2
± 0.1
30
41
36
58
45
70.5
50
70.5
60
89.5
70
112.5
80
112.5
95
130.5
110
164.5
115
164.5
125
164.5
145
210.5
E
L
L1
L2
W
16.5
18
22
24
25.5
27
32
37
41
46
51
55.5
98
113
140
156
172
195
227
257
293
325
355
404
30
35
45
50
56
65
75
85
100
110
120
140
51.5
60
73
82
90.5
103
120
135
152
169
184
208.5
16
17.5
21
23
24.5
26
30.5
35
39.5
44
48.5
53
Table 2: Finish bores and general
Finish bore 1) in mm
Size
24
28
38
42
48
55
65
75
90
100
110
125
D
min.
8
10
12
14
15
20
22
30
40
50
60
60
D1
Max.
35
40
48
55
62
74
82
98
120
115
125
145
min.
8
10
12
14
15
18
20
25
28
30
35
40
Max.
18
22
28
32
40
48
55
65
75
80
85
100
Shifting force set in
N
Shiftable linkage
size
Slip ring
size
110
130
150
180
200
250
280
350
350
380
450
500
2)
2)
2)
2)
1
1
2
3
3
3
4
4
4
5
1.1
1.1
2.2
3.3
3.3
4.4
5.5
5.5
5.5
6.6
1) Finish bore according to ISO fit H7, feather keyway according to DIN 6885, sheet 1 [JS9]
2) Slip ring and shiftable linkage only on request
Coupling sizes 140 to 180 only on request according to dimension sheet M 370266!
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
1
KTR-N
Sheet:
Edition:
40214 EN
4 of 18
6
Technical data
Illustration 2: ROTEX® SD with shiftable linkage
The shiftable linkage can be used turned by 180°, too.
Table 3: Dimensions of shiftable linkage
Size
Size of
shiftable linkage
DS1
38
42
48
55
65
75
90
100
110
125
1
1
2
3
3
3
4
4
4
5
20
20
25
30
30
30
35
35
35
40
Dimensions of slip ring and shiftable linkage in mm
LS1
DS2
DS3
LS2
min.
Max.
12
11
180
190
320
12
11
180
190
320
17
13.5
240
270
430
17
13.5
280
310
490
17
13.5
280
310
490
17
13.5
280
310
490
21
13.5
321
365
565
21
13.5
321
365
565
21
13.5
321
365
565
25
13.5
365
410
630
LS3
LS4
LS5
55
55
60
70
70
70
70
70
70
80
35
35
40
40
40
40
45
45
45
45
25
25
27
32.5
32.5
32.5
37.5
37.5
37.5
46
Dimensions of slip ring and shiftable linkage in mm
Size
38
42
48
55
65
75
90
100
110
125
LS6
LS7
LS8
LS9
LS10
LS11
LS12
LS13
30
30
40
40
40
40
50
50
50
50
70
70
97.5
120
120
120
147.5
147.5
147.5
190
400
400
450
600
600
600
750
750
750
1068
90
90
111
140
140
170
200
200
200
250
114
114
151
180
180
210
244
244
244
300
75
75
100
100
100
100
120
120
120
120
110
110
140
140
140
140
160
160
160
160
18
18
25
25
25
25
25
25
25
25
Max. speed n for slip
ring
in rpm
3200
3200
2500
2100
2100
1700
1300
1300
1300
1200
1) LS1 max. and LS3 = standard
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
2
KTR-N
Sheet:
Edition:
40214 EN
5 of 18
6
Advice
2.1 General advice
Read carefully through these operating/assembly instructions before you start up the coupling.
Pay special attention to the safety instructions!
The operating/assembly instructions are part of your product. Please store them carefully and close to the coupling.
The copyright for these operating/assembly instructions remains with KTR.
2.2 Safety and advice symbols
STO P
!
Warning of personal injury
This symbol indicates notes which may contribute to preventing bodily injuries or serious bodily injuries that may
result in death.
Warning of product damages
This symbol indicates notes which may contribute to preventing material or machine damage.
General advice
This symbol indicates notes which may contribute to preventing adverse results or conditions.
Warning of hot surfaces
This symbol indicates notes which may contribute to preventing burns with hot surfaces resulting in light to serious
bodily injuries.
2.3 General hazard warnings
STO P
For a long-lasting and failure-free operation of the coupling it must be selected according to
the selection instructions for the particular application (see catalogue drive technology "ROTEX®").
If the operating conditions (performance, speed, modifications on engine and machine)
change, the coupling selection must be reviewed.
The transmittable torque of the shaft-hub-connection must be reviewed by the customer and
is subject to his responsibility.
• All operations on and with the coupling have to be performed taking into account "safety first".
• Make sure to switch off the coupling and power packs connected before you perform your work.
• Secure the power pack against accidental switch-on, e. g. by providing warning signs at the place of switch-on
or removing the fuse for current supply.
• Do not reach into the operating area of the coupling as long as it is in operation.
• Secure the coupling against accidental contact. Provide for the necessary protection devices and covers.
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
2
KTR-N
Sheet:
Edition:
40214 EN
6 of 18
6
Advice
2.4 Proper use
You may only assemble, operate and maintain the coupling if you
• have carefully read through the operating/assembly instructions and understood them
• had technical training
• are authorized by your company
The coupling may be used in accordance with the technical data only (see table 1, 2 and 3). In addition please
make sure that the coupling may be shifted at standstill only. The coupling may only be shifted a new if the cams
of the hubs are flush with the gaps of the spider.
Unauthorized modifications on the coupling design are not admissible. We will not assume liability for any damage that may arise. In the interest of further development we reserve the right for technical modifications.
The ROTEX® SD described in here corresponds to the technical status at the time of printing of these operating/assembly instructions.
2.5 Coupling selection
For drives subjected to torsional vibrations (drives with cyclic stress due to torsional vibrations) it is necessary to
perform a torsional vibration calculation to ensure a reliable selection. Typical drives subjected to torsional vibrations are e. g. drives with diesel engines, piston pumps, piston compressors etc. If requested, KTR will perform the
coupling selection and the torsional vibration calculation.
!
For a permanent and failure-free operation of the coupling it must be selected according to
the selection instructions (according to DIN 740 part 2) for the particular application (see catalogue drive technology "ROTEX®").
If the operating conditions (performance, speed, modifications on engine and machine)
change, the coupling selection must be reviewed.
Please make sure that the technical data regarding torque refer to the spider only. The transmittable torque of the shaft-hub-connection must be reviewed by the customer and is subject to his responsibility.
2.6 Reference to EC Machinery Directive 2006/42/EC
The couplings supplied by KTR should be considered as components, not machines or partly completed machines according to EC Machinery Directive 2006/42/EC. Consequently KTR does not have to issue a declaration of
incorporation. For details about safe assembly, start-up and safe operation refer to the present operating/assembly instructions considering the warnings.
3
Storage, transport and packaging
3.1 Storage of the coupling
The coupling hubs are supplied in preserved condition and can be stored in a dry and roofed place for 6 - 9 months.
The features of the coupling spiders (elastomers) remain unchanged for up to 5 years with favourable storage
conditions.
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
3
KTR-N
Sheet:
Edition:
40214 EN
7 of 18
6
Storage, transport and packaging
3.1 Storage of the coupling
!
The storage rooms must not include any ozone-generating devices like e. g. fluorescent
light sources, mercury-vapour lamps or electrical high-voltage appliances.
Humid storage rooms are not suitable.
Make sure that condensation is not generated. The best relative air humidity is less than
65 %.
3.2 Transport and packaging
!
In order to avoid any injuries and any kind of damage always make use of proper transport
and lifting equipment.
The couplings are packed differently each depending on size, number and kind of transport. Unless otherwise
contractually agreed, packaging will follow the in-house packaging specifications of KTR.
4
Assembly
!
Driving components falling down may cause injury to persons or damage on the machine.
Secure the driving components with assembly resp. disassembly.
The coupling is generally supplied with the shifting force set (see table 1, 4 and 6).
Before assembly the coupling has to be inspected for completeness.
4.1 Components of the coupling
Components of ROTEX® type SD
Component
1
2
3
4
Quantity
1
1
1
2
Description
Hub
Spider
SD hub
Setscrews DIN EN ISO 4029
Illustration 3: ROTEX® type SD
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
4
KTR-N
Sheet:
Edition:
40214 EN
8 of 18
6
Assembly
4.1 Components of the coupling
Components of ROTEX® type SD with shiftable linkage
Component
1
2
3
Quantity
1
1
1
Description
ROTEX® Type SD
Slip ring
Shiftable linkage
Illustration 4: ROTEX® SD with shiftable linkage
Features of standard spiders
Spider hardness
(Shore)
92 Shore A
T-PUR®
PUR
(orange)
(yellow)
95/98 Shore A
T-PUR®
PUR
(purple)
(red)
64 Shore D
T-PUR®
PUR
(light green)
(natural white 1))
Marking
(colour)
1) Natural white with green marking of teeth
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
4
KTR-N
Sheet:
Edition:
40214 EN
9 of 18
6
Assembly
4.2 Advice for finish bore
STO P
The maximum permissible bore diameters D (see table 2 technical data) must not be exceeded. If these figures are
disregarded, the coupling may tear. Rotating particles
may cause danger to life.
• Hub bores machined by the customer have to observe concentricity resp. axial runout (see illustration 5).
• Please make absolutely sure to observe the figures for ØD
(see table 2).
• Carefully align the hubs when the finish bores are drilled.
• Provide for a setscrew according to DIN EN ISO 4029 with
a cup point or an end plate to fasten the hubs axially (see
illustration 5 and table 4).
Illustration 5: Concentricity and axial runout
• If any other shaft-hub-connections (e. g. clamping elements, spline, taper bores, etc.) are to be
used, please consult with KTR.
!
The customer bears the sole responsibility for all machining processes performed subsequently on unbored or pilot bored as well as finish machined coupling components and
spare parts. KTR does not assume any warranty claims resulting from insufficient remachining.
Table 4: Setscrews DIN EN ISO 4029
Size
Dimension G in mm
Dimension T in mm
Tightening torque
TA in Nm
24
M5
10
28
M8
15
38
M8
15
42
M8
20
48
M8
20
55
M10
20
65
M10
20
75
M10
25
90
M12
30
100
M12
30
110
M16
35
125
M16
40
2
10
10
10
10
17
17
17
40
40
80
80
Table 5: Recommended fit pairs acc to DIN 748/1
Bore in mm
above
up to
50
Shaft tolerance
Bore tolerance
k6
m6
H7
(KTR standard)
50
If a feather keyway is intended to be used in the hub, it should correspond to the tolerance ISO JS9 (KTR standard) with normal operating conditions or ISO P9 with difficult operating conditions (frequently alternating torsional
direction, shock loads, etc.). The keyway should preferably be located between the cams. With axial fastening via
setscrew the tapped hole should be positioned on the keyway except for Al-D which should be positioned opposite the keyway.
The transmittable torque of the shaft-hub-connection must be reviewed by the customer and is subject to his
responsibility.
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
4
KTR-N
Sheet:
Edition:
40214 EN
10 of 18
6
Assembly
4.3 Advice on shifting force
Before delivery the shifting force is set and the screw plug is marked with marking lacquer.
4.4 Assembly of the coupling (general)
!
In case if a dimensional drawing was prepared for the coupling, the dimensions specified
have to be primarily observed.
The operator of the machine is to be provided with the dimensional drawing.
We recommend to inspect bores, shaft, keyway and feather key for dimensional accuracy
before assembly.
Heating the hubs lightly (approx. 80 °C) allows for an easier mounting on the shaft.
STO P
!
Touching the heated hubs causes burns.
Please wear safety gloves.
With the assembly make sure that the distance dimension E (see table 1) is observed to allow for axial clearance of the spider when in operation.
Disregarding this advice may cause damage to the coupling.
4.5 Assembly of ROTEX® SD (component 1)
• Mount the hub (component 1) on the shaft of the driven side and the SD hub (component 3) on the shaft
of the driving side (see illustration 6).
Illustration 6: Assembly of hub and SD hub
• Insert the spider (component 2) into the cam section
of the hub on the driving or driven side (see illustration 7).
Illustration 7: Assembly of spider
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
4
KTR-N
Sheet:
Edition:
40214 EN
11 of 18
6
Assembly
4.5 Assembly of ROTEX® SD (component 1)
• Shift the power packs in axial direction until the distance dimension E has been achieved (see illustration 8).
• If the power packs are already firmly assembled,
shifting the hubs axially on the shafts allows for setting the distance dimension E.
• Fasten the hubs by tightening the setscrews
DIN EN ISO 4029 with a cup point (component 4)
(tightening torque see table 4).
Illustration 8: Assembly of coupling
If the shaft diameters with inserted feather key are smaller than dimension DI1 (see table 1)
of the spider, one or two shaft ends may protude into the spider.
4.6 Displacements - alignment of the coupling
The displacement figures specified in table 6 provide for sufficient safety to compensate for external influences
like, for example, thermal expansion or foundation settling.
In order to ensure a long service life of the coupling, the shaft ends have to be accurately
aligned. Please absolutely observe the displacement figures specified (see table 6). If the figures are exceeded, the coupling will be damaged.
The more accurate the alignment of the coupling, the longer is its service life.
!
Please note:
• The displacement figures specified in table 6 are maximum figures which must not arise in parallel. If radial
and angular displacements arise simultaneously, the permissible displacement figures may only be used proportionally (see illustration 10).
• Inspect with a dial gauge, ruler or feeler gauge whether the permissible displacement figures specified in table
6 are observed.
Axial displacements
Radial displacements
Lmax = L + Ka in mm
Angular displacements
Kw = Lmax. - Lmin. in mm
Illustration 9: Displacements
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
4
KTR-N
Sheet:
Edition:
40214 EN
12 of 18
6
Assembly
4.6 Displacements - alignment of the coupling
Examples of the displacement combinations
Illustration 10: Combispecified in illustration 10:
nations of displacement
Example 1:
Kr = 30%
Kw = 70%
Example 2:
Kr = 60%
Kw = 40%
Ktotal = Kr + Kw 100 %
Table 6: Displacement figures
Size
Max. axial displacement Ka in mm
Max. radial displacement 1500 rpm
Kr in mm with
3000 rpm
Kw in degree
max. angular displacement with
n=1500 rpm Kw in mm
Kw in degree
max. angular displacement
with n=3000 rpm Kw in mm
4.7
24
1.4
0.22
0.15
0.9
28
1.5
0.25
0.17
0.9
38
1.8
0.28
0.19
1.0
42
2.0
0.32
0.21
1.0
48
2.1
0.36
0.25
1.1
55
2.2
0.38
0.26
1.1
65
2.6
0.42
0.28
1.2
75
3.0
0.48
0.32
1.2
90
3.4
0.50
0.34
1.2
100
3.8
0.52
0.36
1.2
110
4.2
0.55
0.38
1.3
125
4.6
0.60
1.3
0.85
1.05
1.35
1.70
2.00
2.30
2.70
3.30
4.30
4.80
5.60
6.50
0.8
0.8
0.8
0.8
0.9
1.0
1.0
1.0
1.1
1.1
1.1
-
0.75
0.84
1.10
1.40
1.60
2.00
2.30
2.90
3.80
4.20
5.00
-
Assembly of the slip ring (component 2)
Before assembly inspect the slip ring (component 2) for any damages and make sure the
lubricating nipples exist.
•
Before separating the slip ring halves (component
2) mark the position of the slip ring halves screwed
by the manufacturer.
•
Insert the unscrewed slip ring halves in the shifting
keyway of the SD hub (component 3) (see illustration 11). Pay attention to the marked position of the
slip ring halves.
•
Hand-tighten the components via the cap screws
first. Afterwards tighten the cap screws to the
tightening torques TA specified in table 7.
•
Lubricate the slip ring through the lubricating nipples with a heat-resistant bearing grease while turning the slip ring manually repeatedly.
Illustration 11: Assembly of slip ring
!
Make sure the max. permissible speed of the slip ring is not exceeded (see table 7). After assembly it must be possible to rotate the slip ring manually.
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
4
KTR-N
Sheet:
Edition:
40214 EN
13 of 18
6
Assembly
4.7 Assembly of the slip ring (component 2)
Table 7:
Slip ring size
Cap screw
Tightening torque TA in Nm
Max. perm. speed in rpm
1.1
M6
10
3200
2.2
M8
25
2500
3.3
M8
25
2100
4.4
M10
49
1700
5.5
M12
86
1300
6.6
M16
210
1200
SD hub:
• Within the framework of the machine inspection periods the fit of the SD hub has to be cleaned and lubricated
(e. g. with Molykote MoS2, copper paste, Anti-Seize by company Weicon).
• With a high shifting frequency of the coupling we recommend one visual inspection and lubrication of the SD
hub monthly.
• In case of operation with dust and granular material as well as high air humidity one visual inspection and
lubrication per month and an operational inspection every three months has to be performed (engagement/disengagement of the coupling at standstill).
Slip ring:
• Before every lubricating process the slip ring has to be inspected for damages (visual inspection).
• It must be possible to manually rotate the SD hub freely in the slip ring.
• The lubrication of the slip ring depends on the speed and operating periods of the machine (see table 8).
• The intervals for inspection and lubrication specified apply for drives with standard load.
For drives with high load, e. g. permanent operation during 3 shifts, hot operation, etc., consult with us.
4.8 Maintenance intervals
Table 8:
Max. perm. speed in rpm of
the slip rings
Daily operating period of machines
in h
Visual inspection and lubrication intervals
!
3200 to 2100
1700 to 1000
8h
8h
16 h
0.5 months
16 h
1 month
850 to 700
8h
0.5 months 1.5 months
16 h
1 month
For operation sites, e. g. operation with dust and granular materials, high air humidity, high
ambient temperatures, outdoor operations, etc., the intervals of visual inspections and lubrication have to be reduced.
Before starting the assembly the coupling/shiftable linkage has to be inspected for completeness.
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
4
KTR-N
Sheet:
Edition:
40214 EN
14 of 18
6
Assembly
4.9 Assembly of the shiftable linkage (component 3)
Components of ROTEX® SD with shiftable linkage
Component
2
3.1
3.2
3.3
3.4
3.5
3.6
3.7
Quantity
1
2
1
1
2
1
2
2
Description
Slip ring with lubricating nipple
Shifting fork
Shift lever with clamp
Shifting shaft
Eye type bearing DIN 504 with lubricating nipple
Clamping ring
Clamping screws of shifting forks
Clamping screws of shift lever
Illustration 12: ROTEX® SD with shiftable linkage
•
Insert the spigot of the slip ring (component 2) in
the shifting forks (component 3.1) (see illustration
12).
•
Align the shifting forks, shifting shaft (component
3.3) and eye type bearings (component 3.4) flush
with the slip ring. Observe dimensions LS7 and
LS9 (see illustration 13 resp. table 3). Make sure
the shifting forks evenly fit with the shifting spigots.
Unscrew the clamping screws (component 3.6) for setting the shifting
forks.
!
The shifting forks have to be arranged vertically to the base plate.
STO P
Illustration 13
Make absolutely sure to observe the sequence of assembly, since otherwise the slip ring
may get stuck resp. jammed during operation of the coupling.
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
4
KTR-N
Sheet:
Edition:
40214 EN
15 of 18
6
Assembly
4.9 Assembly of the shiftable linkage (component 3)
•
Tighten the clamping screws (component 3.6) of the shifting forks to the tightening torques TA specified in
table 9.
•
Mount the eye type bearing to the base plate.
With a continuous base plate the dimension LS6 (see table 3) with shiftable linkage size 5
has to be increased by 10 mm at the minimum and with shiftable linkage size 6 by 15 mm at
the minimum. The brackets of the driving and driven side have to be adjusted accordingly.
!
•
Fasten the shifting lever (component 3.2) on the shifting shaft (component 3.3).
•
When the coupling is engaged, the shifting lever has to be vertically installed.
When the coupling hub is in operation the slip ring has to be disengaged. Support or fasten
the shifting lever in vertical position.
!
Make absolutely sure to observe the sequence of assembly, since otherwise the slip ring
may get stuck resp. jammed during operation of the coupling.
STO P
• Tighten the clamping screws (component 3.7) of the shifting lever to the tightening torques TA specified in
table 9.
• Secure the shifting shaft axially via the clamping ring (component 3.5) and the clamping screws of the shifting
lever (component 3.7) (see illustration 11).
• Lubricate the eye type bearing with bearing grease after assembly.
Table 9:
Shiftable linkage size
Shifting fork
Clamping screw
(component 3.6, illustration
12)
Tightening torque TA in Nm
Shift lever
Clamping screw
(component 3.7, illustration
12)
Tightening torque TA in Nm
5
1
2
3
4
5
6
M6
M8
M8
M12
M12
M12
10
25
25
86
86
86
M6
M6
M8
M12
M12
M12
10
10
25
86
86
86
Start-up
Before start-up of the coupling, inspect the tightening of the setscrews in the hubs, the alignment and the distance
dimension E and adjust, if necessary, and also inspect all screw connections for the tightening torques specified.
Finally the coupling protection against accidental contact must be fitted. It is required in accordance with
DIN EN ISO 12100 (Safety of Machinery) and directive 2014/14/EU and must protect against
•
•
access with a little finger
falling down of solid foreign objects.
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
5
KTR-N
Sheet:
Edition:
40214 EN
16 of 18
6
Start-up
The coupling protection is not part of KTR's scope of delivery and is the customer's responsibility. It must have
sufficient distance to the rotating components to safely avoid contact. Depending on the outside diameter DH of
the coupling, we recommend the following minimum distance: ØDH to 50 mm = 6 mm, ØDH 50 mm to 120 mm =
10 mm, ØDH from 120 mm = 15 mm.
Please check if a proper enclosure (ignition protection, coupling protection, contact protection) has been mounted
and the operation of the coupling is not affected by the enclosure. The same applies for test runs and rotational
direction inspections.
The cover may provide for openings intended for necessary heat dissipation. These openings have to comply with
DIN EN ISO 13857.
During operation of the coupling, please pay attention to
• different operating noise
• vibrations occurring.
!
6
If you note any irregularities with the coupling during operation, the drive unit must be switched off immediately. The cause of the breakdown must be specified by means of the table
„Breakdowns“ and, if possible, be eliminated according to the proposals. The potential
breakdowns specified can be hints only. To find out the cause all operating factors and machine components must be considered.
Breakdowns, causes and elimination
The below-mentioned failures can lead to a use of the ROTEX® coupling other than intended. In addition to the
specifications given in these operating/assembly instructions make sure to avoid such failures.
The errors listed can only be clues to search for the failures. When searching for the failure the adjacent components must generally be considered.
!
Disregarding the hints and inappropriate use may cause damages on the coupling.
The failure on the coupling may cause standstill of the drive and the overall machine.
General failures with improper use:
•
•
•
•
•
•
•
•
•
•
•
Important data for the coupling selection were not forwarded.
The calculation of the shaft-hub-connection was disregarded.
Coupling components with damage occurred during transport are assembled.
If the heated hubs are assembled, the permissible temperature is exceeded.
The clearance of the components to be assembled is not coordinated with one another.
Tightening torques are fallen below/exceeded.
Components are mixed up by mistake/assembled incorrectly.
A wrong or no spider/DZ elements are inserted in the coupling.
No original KTR components (purchased parts) are used.
Old/already worn out spiders/DZ elements or spiders/DZ elements stored for too long are used.
Maintenance intervals are not observed.
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
6
KTR-N
Sheet:
Edition:
40214 EN
17 of 18
6
Breakdowns, causes and elimination
Breakdowns
Causes
Elimination
1) Set the unit out of operation
2) Eliminate the reason for the misalignment (e. g. loose foundation
Misalignment
bolts, fracture of the engine mount, heat expansion of unit components, modification of the installation dimension E of the coupling)
3) For inspection of wear see item inspection
1) Set the unit out of operation
2) Disassemble the coupling and remove residues of the spider
Different operating
Wear of spider, short-term tor3) Inspect coupling components and replace coupling components
noise and/or vibrati- que transmission due to metal
that have been damaged
ons occuring
contact
4) Insert spider, assemble coupling components
5) Inspect alignment, adjust if necessary
1) Set the unit out of operation
2) Inspect alignment of coupling
Screws for axial fastening of
3) Tighten the screws to fasten the hubs and secure against working
hubs working loose
loose
4) For inspection of wear see item inspection
1) Set the unit out of operation
Wear of spider, torque trans2) Replace complete coupling
mission due to metal contact
3) Inspect alignment
1) Set the unit out of operation
Breaking of the cams due to 2) Replace complete coupling
high impact energy/overload 3) Inspect alignment
4) Find out the reason for overload
1) Set the unit out of operation
Breaking of cams
Operating parameters do not 2) Review the operating parameters and select a bigger coupling
meet with the performance of
(consider mounting space)
the coupling
3) Assemble new coupling size
4) Inspect alignment
1) Set the unit out of operation
2) Replace complete coupling
Operating error of the unit
3) Inspect alignment
4) Instruct and train the service staff
1) Set the unit out of operation
2) Eliminate the reason for the misalignment (e. g. loose foundation
Misalignment
bolts, fracture of the engine mount, heat expansion of unit components, modification of the installation dimension E of the coupling)
3) For inspection of wear see item inspection
1) Set the unit out of operation
2) Disassemble the coupling and remove residues of the spider
e. g. contact with aggressive
3) Inspect coupling components and replace coupling components
liquids/oils, ozone influence,
that have been damaged
too high/low ambient tempera4) Insert spider, assemble coupling components
tures etc. causing physical
Early wear of spider
5) Inspect alignment, adjust if necessary
modification of the spider
6) Make sure that further physical modifications of the spider are
excluded
1) Set the unit out of operation
2) Disassemble the coupling and remove residues of the spider
Ambient/contact temperatures
3) Inspect coupling components and replace coupling components
which are too high for the spithat have been damaged
der, max. permissible
4)
Insert spider, assemble coupling components
e. g. with T-PUR®
5) Inspect alignment, adjust if necessary
T4 = - 50 °C/+ 120 °C
6) Inspect and adjust ambient/contact temperature (possibly corrective by using other spider materials)
1) Set the unit out of operation
2) Disassemble the coupling and remove residues of the spider
Early wear of spider
3) Inspect coupling components and replace coupling components
(liquefaction of matethat have been damaged
Vibrations of drive
rial inside the spider
4) Insert spider, assemble coupling components
cam)
5) Inspect alignment, adjust if necessary
6) Find out the reason for the vibrations (possibly corrective by spider with lower or higher Shore hardness)
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
ROTEX®
Type SD with shiftable linkage
Operating/Assembly instructions
7
KTR-N
Sheet:
Edition:
40214 EN
18 of 18
6
Maintenance and service
ROTEX® is a low-maintenance coupling. We recommend to perform a visual inspection on the coupling at least
once a year. Please pay special attention to the condition of the coupling spiders.
• Since the flexible machine bearings of the driving and driven side settle during the course of load, inspect the
alignment of the coupling and re-align the coupling, if necessary.
• The coupling components have to be inspected for damages.
• The screw connections have to be visually inspected.
8
Disposal
In respect of environmental protection we would ask you to dispose of the packaging resp. products on termination of their service life in accordance with the legal regulations resp. standards that apply.
• Metal
Any metal components have to be cleaned and disposed of by scrap metal.
• Nylon materials
Nylon materials have to be collected and disposed of by a waste disposal company.
9
Spares inventory, customer service addresses
A basic requirement to ensure the readiness for use of the coupling is a stock of the most important spare parts
on site.
Contact addresses of the KTR partners for spare parts and orders can be obtained from the KTR homepage at
www.ktr.com.
The following details should be specified when ordering spare parts:
• Original order number
• Material number
• Description and number
!
KTR does not assume any liability or warranty for the use of spare parts and accessories
which are not provided by KTR and for the damages which may incur as a result.
KTR Systems GmbH
Carl-Zeiss-Str. 25
D-48432 Rheine
Phone: +49 5971 798-0
E-mail: [email protected]
Please observe protection
note ISO 16016.
Drawn:
Verified:
2023-07-06 Sw/Sho
2023-10-06 Ka
Replacing:
Replaced by:
KTR-N dated 2015-08-31
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