SHAFT MOUNT RECEPTACLE - (SMR)

with TILT (RUN OUT) ADJUSTMENT

INSTALLATION INSTRUCTIONS

General

Adjustment of the shaft mounted receptacle is a one-time adjustment performed at initial installation. This unique shaft mounted device yields the highest accuracy sensor feedback. All errors associated with couplings and foot mounted tachs are eliminated. The sensor can be replaced with a spare in a matter of minutes without any adjustment.

1. ADAPTER PLATE or DIRECT SHAFT INSTALLATION

Reference Drawings 160A9000 and 160A9001

1.1 Prepare machine shaft by removing any dirt, debris, burrs, or other protrusions from the area where the adapter plate surfaces will come in contact with the machine shaft. A wire wheel, wire brush, sand paper, and files are tools needed for this procedure.

1.2 Clean the surface of the adapter plate or receptacle base plate to be mounted to the machine shaft.

1.3 Mount the adapter plate or receptacle base plate to the machine shaft with the hardware provided. Make sure the pilot and counter bore fits, and that the surface with the mounting screw holes is flush with the mounting surface. If the mounting holes are outside of the pilot or the counter bore of the machine shaft, the plate should be flush with the machine shaft. If the mounting holes are inside of the pilot or the counter bore of the machine shaft, they should contact the machine shaft leaving a small gap between the machine shaft and the adapter plate outside the pilot or counter bore diameter area. Torque all mounting hardware to a minimum of 20-25 ft-lbs.

2. MOUNTING SENSOR TO SHAFT MOUNTED RECEPTACLE

Reference Drawings160A9002 and 160A9003

Tooling required: 3 3/8" Open ended or adjustable wrench and (2) 1/16" thick plastic gage pieces, provided by CCI

2.1 Tighten by hand the receptacle's locking nut down onto the locking hub. Loosen the locking nut approximately one to two turns and by hand check to see if the locking hub is loose.

2.1.1 If the locking hub is not loose after unscrewing the locking nut, grab the locking hub's retaining ring by hand and pull hub away from the receptacle. The locking hub should jiggle freely in order to mount the sensor.

NOTE: The locking nut and the locking hub are a two piece system. At no time are they to be taken apart. The nut can be removed from the receptacle with the hub, but does not need to be removed unless to clean the internal section of the receptacle.

2.2 Clean the sensor shaft.

2.3 Slide the sensor shaft into the receptacle through the locking hub as far as it will go approximately 2.2"-(55.9mm).

NOTE: If the sensor shaft does not slide freely into receptacle, repeat step 2.1. If sensor shaft still does not slide freely into receptacle, remove locking nut and clean the locking hub and the threaded piece. Repeat steps 2.1 through 2.3. If the problem continues contact CCI immediately, Do Not force or hit sensor.

2.4 With 3 3/8" open ended or adjustable wrench tighten the locking nut. Torque to a minimum of 30 ft-lbs.

2.4.1 After tightening the gap between the sensor and the receptacle's locking hub should be 0.06"(1.5mm) to 0.13"-(3.3mm) with acceptable limits from 0.03"-(0.76mm) to 0.19"-(4.8mm). Two 1/16-(1.59mm) thick plastic shims have been provided for checking gap.

2.4.2 If gap is not within acceptable tolerance repeat section 2.

2.5 To remove the sensor, loosen the locking nut against the locking hub's retaining ring until the hub becomes lose. Then the tach should freely slide out from the receptacle easily.

NOTE: Do Not pull, force or pry the sensor from the receptacle. If sensor does not freely slide out, loosen the nut more or until the sensor can be removed.

2.5.1 To reinstall sensor repeat steps 2.1. through 2.4.

3. CENTERING AND ALIGNMENT PROCEDURE

Tools required: 3/16" long arm hex key, 1/2" open ended wrench, and 1" dial indicator* scaled by 0.001" with magnetic stand

*Dial indicators scaled by 0.0001" can be used, but it is best to start with above indicator until concentricity is roughed to approximately 0.01"

3.1 Runout Adjustment - Tilt - Acceptable Tolerance +/- 0.001" Reference Drawing 160A9004

Objective: To align the mandrel shaft +/- 0.001" perpendicular to the motor shaft.

3.1.1 The Shaft Mounted Receptacle's (3) 3/8-24 oval point socket head tilt screws are marked 1, 2, & 3.

3.1.2 Set the dial indicator on the sensor, see drawing 160A9004.

3.1.3 Rotate the motor shaft identifying the highest reading on the dial indicator. Because of the three tilt adjusting screws, the high reading for this alignment can be located between two numbers.

3.1.4 Stop the motor shaft as close as possible to the dial indicator high reading. Set the dial indicator to zero. If this is in between two numbers, mark the location with a magic marker.

3.1.5 Rotate the motor and record the difference between the high and the low readings.

3.1.6 Stop the motor as close as possible to dial indicator and the high reading as in 3.1.4.

3.1.7 Take the 3/16" hex key and screw in on the high area. The dial indicator should move in the direction of the low. Adjusting just half the difference.

3.1.8 Adjust using the screw points as close as possible. If tilt adjustment is acceptable (+/- 0.001"); proceed to section 4; if not acceptable, continue with 3.1.8.1 for fine adjustment to acceptable tolerances.

3.1.8.1 The high point may be located at a screw, or between two screws. In order to bring the tilt into acceptable tolerance it is most likely the case that the two screws will need to be adjusted independently, but in combination with each other. This procedure will be trial and error. First make an adjustment with the screw that is the highest, then adjust the other screw. Set the dial indicator to zero, rotate the motor and record the amount difference from HIGH to LOW. Going through the process of tightening, loosening, rotating, and recording, will bring the tilt into acceptable tolerances.

NOTE 1: The Shaft Mounted Receptacle's tilt adjustment screws are not flush with the adapter plate at time of shipment. It will take several turns of the tilt screw before coming in contact with the adapter plate or machine shaft. These screws have a nylon insert and will require more torque to screw into the base plate.

NOTE 2: In the rare case where the tilt adjustment screws have been screwed in as tight as possible, but still more adjustment is needed, take the 1/2" open end wrench and break the 5/16-18 bolts mounting the Shaft Mounted Receptacle to the adapter plate or machine shaft, see drawing160A9004. Only break the screw or screws where adjustment is needed, (high) do not break the low screw(s). Break is defined as turning a fraction of a turn, where the relief of stress due to the force exerted on the screw is removed. Because of this force in order to break the screw sometimes the screw(s) are loosened too much. Just snug the screw(s), not applying more than 20 in./lb. of torque to the screw. Continue to adjust. If more adjustment is needed, repeat this process. Continue until tilt adjustment is acceptable.

4. Stabilizer Bar Installation - Reference Drawing 160A9005

4.1 Mount stabilizer bar to the torque arm making sure that the insulated spacers provided are mounted on each side of the torque arm as shown in drawing 160A9005. Torque 10-15 ft./lb.

4.2 Mount stabilizer bar to angle bracket, not provided, with the insulated spacers mounted as shown in drawing 160A9005.

5. For Electrical Connection Reference Outline Drawings Supplied with each Sensor

This warranty does not cover defects or damages caused by service or repair performed by anyone other than Carlen Controls. Do not attempt to open covers or housings where fasteners have been sealed.

Carlen Controls’ liability is limited to replacing, repairing or issuing credit at its option, for any products which are returned by the original purchaser during the warranty period. Carlen Controls makes no warranty that its products are fit for the use or purpose to which they may be put by the buyer, whether or not such use or purpose has been disclosed to Carlen Controls in specifications or drawings previously or subsequently provided, or whether or not Carlen Controls’ products are specifically designed and/or manufactured for the buyer’s use or purpose. Carlen Controls’ liability on any claim for loss or damage arising out of the sale, resale or use of any of its products shall in no event exceed the selling price of the unit.

Carlen Controls warranty covers only products manufactured by Carlen Controls. Products used in conjunction with Carlen Controls products but supplied by another manufacturer; such as Inland Motors’ tachometer and Hubbell overspeed switches, are covered by original manufacturer’s warranty.

No products may be returned, whether in warranty or out of warranty, without first obtaining approval from Carlen Controls. Any returned product (s) must be accompanied by a return authorization number. Products must be returned, prepaid, to Carlen Controls (no COD or Collect Freight accepted). The status of any product returned later than (3) days after the issuance of a return authorization number will be subject to review.

After Carlen Controls’ examination, warranty or out-of-warranty status will be determined. If upon examination a warranted defect exists, then the product (s) will be repaired at no charge and shipped, prepaid, back to the buyer.

After Carlen Controls’ examination, the buyer shall be notified of the repair cost. At such time the buyer must issue a valid purchase order to cover the cost of the repair and freight, or authorize the product (s) to be shipped back as is, at the buyer’s expense. Failure to obtain a purchase order number or approval within (30) days of the notification will result in the product(s) being returned as is, at the buyer’s expense.

At times, the buyer may desire to expedite a repair. Regardless of warranty or out-of-warranty status, the buyer must issue a valid purchase order to cover the added rush cost service. Rush service is subject to Carlen Controls’ approval.

Back to Top