30 Rockwell Automation Publication 843ES-UM001A-EN-P - February 2020
Chapter 3 Installation
When installing, follow the descriptions and specifications of the couplings that
are used. The coupling influences the system accuracy of the drive unit, so verify
that the coupling is stiff and non-slip.
Make sure that the shaft couplings are designed so that a breakage of the
connection can be excluded. Conduct a risk analysis before installation and
consider the following aspects:
• Counter-torque of the encoder
• Maximum permissible shocks and vibrations
• Maximum permissible acceleration
• Permissible geometrical deviations in the ideal orientation of the shafts
• Permissible temperatures and humidity ranges
• Required angular accuracy
For this assembly, use only inspected and calibrated tooling that is subject to the
quality system. Unless otherwise specified, a friction coefficient of 0.14 assumed
for all screw connections, and a strength property class of 8.8 (metric) or Grade 5
(imperial) assumed for the screws. Secure the screws against loosening by using
coated screws, threadlocker, or SCHNORR® washers to keep screws secure. We
recommend adding additional protection against manipulation by marking the
fastening screws with locking varnish or similar.
Before You Begin
After unpacking the encoder, verify that the nameplate catalog number matches
the catalog number on the purchase order.
1. Remove the encoder carefully from the shipping container.
2. Visually inspect the encoder and connectors for damage.
3. Immediately notify the carrier of any shipping damage.
Couplings
The encoder coupling affects the system accuracy of the load unit. It must
therefore be made sure that the coupling is rigid, without any slipping.
Consider the following when you procure or install couplings:
• Counter-torque of the encoder
• Maximum permissible shocks and vibrations
• Maximum permissible acceleration
• Permissible geometrical deviations in the ideal orientation of the shafts
• Permissible temperature and humidity ranges
IMPORTANT Clean and degrease the encoder shaft and the load shaft before installation.
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