Ball Screw Jacks

BALL SCREW JACKS

INSTALLATION, MAINTENANCE, & LUBRICATION INSTRUCTIONS

THIS ACTIONJAC™ BALL SCREW JACK WAS PROUDLY MADE IN THE USA BY THE EMPLOYEES OF NOOK INDUSTRIES, INC.

TABLE OF CONTENTS

General instructions ...... 2 Ordering Spare/Repair Parts...... 2 General Specifications...... 3 Lubrication...... 3 Installation Instructions...... 4 Tips for Disassembly & Reassembly...... 5 Disassembly Instructions...... 5-10 Exploded View of Jack Units...... 6-7 Reassembly...... 10 Troubleshooting...... 10-11 CAUTION - The ActionJac™ Ball Screw 4. The Seller’s warranty applies insofar as GENERAL SPECIFICATIONS protectors, can be provided as an acces- Jack may be self-lowering and therefore the unit is operated within the rating and sory to protect the exposed portion of the customer must provide some means service conditions for which it was spe- The worm gear driven Ball Screw Jack the lifting screw. In the absence of posi- of holding the load. cifically sold. The purchaser must prevent incorporates an alloy steel worm, which tive stops, overtravel may crush protective the existence of any destructive external drives a high tensile bronze worm gear, boots. The customer is responsible for providing conditions which might typically include accurately machined to the high standards stops at either end of travel. Hard external vibratory loads due to critical speeds, se- of Nook Industries for maximum load car- CAUTION - Standard units should not be safety stops are recommended, since fail- vere shock loading, mechanical or thermal rying capacity and uniformity of motion operated at input speeds over 1,800 RPM ure of brake or system components could overloads, or side loads. transmission. All shafts are mounted on without consulting the factory. Ball Screw cause self lowering. heavy duty, anti-friction bearings to in- Jacks are designed for a maximum of 5. Adequate installation, maintenance and crease operating efficiency of the drive three hours of intermittent operation per GENERAL INSTRUCTIONS safety instructions must be given by the mechanism. Thrust bearings are provided day. For values higher than three hours per user to personnel directly responsible for to support the rated thrust load of each day, for any continuous operation, or for Your ActionJac™ Ball Screw Jack is a high the installation and operation of the equip- unit. Housings are made of high-strength repeated operation over any segment of quality, sturdy unit designed to give many ment. material, well proportioned to handle the total travel, consult factory. hours of trouble-free service. However, rated thrust and torque loads of each size certain precautions and procedures must 6. In the event of malfunction within the unit. LUBRICATION be observed in handling, installing and ser- warranty period, the manufacturer must Gear Box Enclosure vicing the unit in order to obtain optimum be informed promptly or, in any event, Ball Screw Jacks with translating screws performance. within thirty days if it is intended that the are fitted with a retainer for one direction The jack gearboxes are partially filled with warranty is to cover the incident. of travel only. Its purpose is to avoid inad- a lubricant at the factory unless otherwise 1. Any apparent or suspected damage vertently running the lifting screw out of specified. Before operating any unit, verify sustained by equipment manufactured or ORDERING SPARE/REPAIR PARTS the jack and losing the balls from the ball lubricant presence. All jack housings are furnished by Nook Industries during trans- nut. THIS RETAINER IS NOT DESIGNED furnished with a grease fitting(s) and/or port from the factory to the user should be This booklet contains general instructions, TO FUNCTION AS A TRAVEL STOP. Care pipe plug(s). immediately reported to both Nook Indus- operating, maintenance and troubleshoot- must be taken if this stop collar is removed tries and to the carrier. ing instructions for your ActionJac™ Worm as the ball screw can run out of the unit Lubricant inspection is recommended at Gear Screw Jack. In the event spare or re- and the recirculating balls will be lost from regular intervals. Once every six months 2. Upon delivery all equipment furnished pair parts are required, call your local rep- the nut. Stops or collars are NOT provided is satisfactory under normal operating should be carefully inventoried against resentative or contact Nook Industries at for units with traveling nuts unless specifi- conditions, unless experience indicates shipping papers to determine whether any (216) 271-7900 or 1 (800) 321-7800. Please cally requested. that regreasing should occur at shorter or shortages exist in delivered material. Any provide the following information when re- longer intervals. Severe operating condi- such shortages must immediately be re- questing spare/repair parts: CAUTION - In the absence of internal or tions such as high duty cycles, high am- ported to Nook Industries and the carrier external stops, it is possible to run the lift- bient temperatures, or contamination will if a timely claim is to be made. • Jack Size & Type Designation ing screw out of the unit. Your jack is NOT shorten the lubrication inspection interval. (i.e., 2- BSJ) equipped with internal stops unless spe- 3. The installation of most power transmis- cifically requested in your order. Lubricate internal jack components utiliz- sion equipment does not normally require • Serial Number & Year of Manufacture ing the grease fitting(s)/Port(s). When ap- the services of a factory engineer. These (located on housing nameplate) A lifting screw cover is threaded into the plying grease to the gearbox housing, suf- services are not included in the selling bottom of the unit on the upright model, ficient grease pressure is required in order • Stroke Length price of the equipment unless specifically or in the top of the unit on the inverted to properly apply grease to the bearing(s) agreed upon in writing between the seller and worm gear. When applied at the facto- • Part description (see pages 6-7) model, in order to keep the lifting screw and purchaser. In applications requiring a threads free of foreign material. ry, lubricant is typically applied at 5,000psi. more complex arrangement of compo- CAUTION - UNITS ARE NOT MEANT FOR When utilizing an off-the-shelf, general- nents, consideration should be given to PERSONNEL SUPPORT. Refer all applica- The lifting screw is made of 4150 heat purpose grease gun or auto lubrication the use of a factory engineer for construc- tions for potential personnel support to the treated steel. The threads of the lifting system, care must be taken to ensure tion supervision or checkout of the instal- factory for approval. screw for all models should be well lubri- proper amount of lubricant is dispensed. lation. These services are available from cated and kept free of grit, dirt or other Nook Industries by contacting the Service abrasive contaminants. Only a small amount of lubricant would be Department. required. The below table is the amount Fabric type protective boots, or spiral steel of lubricant applied at the factory. When 2 3 adding lubricant to the jack housing do Ball Screw Lift Shaft CAUTION - In the case of rotating units it Industries, as serious damage to the not exceed the amount specified. See jack is essential, for proper alignment and pre- internal mechanism may result. The nameplate for specific lubricant installed in In the normal operating range (32°F to vention of screw failure, that the load be customer is responsible for providing the gearbox, or consult factory. 160°F), oil or a good grade of light bearing attached to the traveling nut only when the mechanical stops and switches for grease may be used. Grease containing load is in the position of travel closest to control of the prime mover. None are Amount supplied at factory as follows: graphite or moly-disulfide should not be the jack housing. included unless specifically quoted used. Use only enough lubricant to main- by and ordered from Nook Industries. Jack capacity Lube [oz.] tain a thin, continuous film. Torque values for bolting are as follows: 10. Due to the inherently high trans- 1/2 Ton 1 All units are suitable for intermittent opera- Bolt Size Approx. Torque Value lational efficiency, and non-locking 1 Ton 1. 8 tion in ambient temperatures up to 200°F (in) (ft-lb) worm gear sets, caution must be

with proper grease. If protective boots are 1 taken to prevent the load from low- 2 Ton 4 ⁄4 6 used, the material must be able to with- ering. Some means should be taken 2 1/2 Ton 4.5 3 stand the environment. ⁄8 20 to secure the load while installing or 1 3 Ton 4.5 ⁄2 50 removing the jack. INSTALLATION INSTRUCTIONS 5 Ton 11 5 ⁄8 100 CAUTION - If limit switches are furnished 10 Ton 14 1. Be certain that the rating of the Jack 3 ⁄4 165 by Nook Industries, they are NOT factory exceeds the maximum load that may 20 Ton 24 7 set. Limit switches should be set by care- be imposed upon it. ⁄8 265 30 Ton 48 fully moving to the set position by hand or 1 400 jogging. Care must be taken to avoid run- 50 on 92 2. The foundation for the unit must 1 1 ⁄4 830 ning lifting screws out of units or crushing be rigid enough to maintain correct 75 Ton 144 1 boot alignment with connected machinery 1 ⁄2 1350 100 Ton 256 3 and have ample strength to carry the 1 ⁄4 2500 TIPS FOR DISASSEMBLY AND maxium load. 2 3650 REASSEMBLY

The lubricant must not contain any grit or 3. The foundation should have a flat IMPORTANT - Take up evenly on mounting CAUTION - Never perform any work on the dirt, abrasives or fillers. It should not pre- mounting surface to uniformly sup- bolts to avoid damaging the housing. jack or associated transmission equipment cipitate sediment, nor separate at temper- port the jack unit. The opening for the (mitre boxes, couplings, etc.), until abso- atures up to 280°F. The lubricant must also lifting screw cover (or lifting screw) 6. After the Jacks, mitre boxes, cou- lutely certain that the prime mover cannot have resistance to oxidation and must be that passes through base must be as plings, etc. are installed and aligned, be remotely or automatically started. Also non-channeling. For operating conditions small as possible to provide jack sup- there should be no signs of binding or make certain that load cannot affect per- outside these limits, consult factory. port over the largest possible area. misalignment. sonnel or machinery when the jack, brake, or other holding devices are removed. Be 4. It is extremely important that the jack All units are suitable for intermittent opera- 7. Shaft coupling guards are the respon- sure disassembly area is relatively clean to be installed so that the lifting screw tion providing that the housing tempera- sibility of the customer and are not prevent contamination of parts. Store all is exactly plumb and that all connect- ture including ambient is not lower than provided by Nook Industries unless machined parts on wooden blocks or skids ing shafting is aligned with the worm -20°F or higher than +200°F. Factory sup- specifically, quoted to and ordered by to prevent damage to machined surfaces. plied grease in standard units will operate shaft. the customer. in this range. Consult factory for available Before starting disassembly, carefully re- 5. After precise alignment, each mem- low-temperature greases when operating 8. Caution must be taken when oper- view a typical parts list or certified assem- ber must be securely bolted and, if below -20°F. ating your jack at either extreme of bly drawing of the unit. possible, doweled in place. Doweling travel. If possible, hard external stops CAUTION - The user is responsible to will assure exact repositioning if ever should be provided. When removing end caps, be sure to tape insure lubricant compatibility. If improper removed. It is essential that a jack shaft extension keyways and other sharp lubricant is used or insufficient lubrication unit be securely bolted down to its 9. If operating at the upper limits of the edges to avoid damaging oil seals. maintained, this will lead to degraded per- foundation using bolts of the proper unit rating, DO NOT STOP the travel formance and failure. diameter to fit mounting holes. Bolts of the unit by running the lifting screw should be S.A.E. Grade 5 or equiva- attachments or the load against the lent. housing without checking with Nook

4 5 Ball Nut Nut Travel Flange Hex Soc. Set Screw End Cap Hex Soc. Cap Hex Soc. Screw DESIGN Hex Soc. Cap Screw Hex Soc. Thrust Bearing Thrust Fitting Grease Housing Roller Bearing ROTATING SCREW ROTATING Oil Seal Lifting Screw Lifting Housing Extension Top Plate Top Hex Soc. Set Screw Thrust Bearing Thrust Ball Nut Seal Ring (Rotating Design Only) and Gear Sleeve Drive Lifting Screw Lifting Cover Hex Cap Soc. Screw (UPRIGHT ASSEMBLY) Retainer TRANSLATING SCREW DESIGN TRANSLATING Hex Soc. Set Screw Grease Fitting Hex Soc. Set Screw Worm Shaft Worm Housing Plug BALL SCRE AC SCRE BALL Lifting Screw Cover Screw Lifting Hex Soc. Set Screw (Keyed Design Only) (Keyed (Rotating Design Only) Torque Collar Torque Roller Bearing Oil Seal DESIGN Shim KEYED SCREW ACTIONAC End Cap ALL MOELS TROU BS TROU ALL MOELS Hex Soc. Cap Screw Hex Soc. Hex Soc. Hex Soc. Cap Screw Lifting Screw Screw Lifting Views are illustrative only. See page 2 for ordering spare/repair parts. spare/repair ordering 2 for See page only. illustrative are Views ELOE IE O A TICAL ASSEMBL IE O A TICAL ELOE Housing Extension Housing Housing Col. Bushing Lifting Screw Lifting Lifting Screw Screw Lifting Cover DESIGN (INVERTED ASSEMBLY) (INVERTED TRANSLATING SCREW TRANSLATING

6 7 CUTAWAY OF BALL NUT ASSEMBLY 4. On 20 and 30 BSJ units, remove (2) shaft with a wooden mallet, turn the socket head set screws holding hous- worm shaft. This will loosen the bearing adapter (Item 18) to housing. ing cup to facilitate removal. Ball Guide Clamp

Ball Guide 5. On 20-BSJ unscrew housing adapter. 5. Remove the worm shaft bearing cups. 6. On 30-BSJ screw housing adapter Ball flush with the housing so that set 6. Drive sleeve and gear, along with the Deflector screws locking ball nut to drive sleeve ball nut and lifting screw, can now be Ball Nut Machined may be removed. Unscrew ball nut emoved from the housing. Bearing Threads Balls from drive sleeve and remove ball nut Ball Nut 7. For ball nut disassembly consult fac- Screw Shaft Assembly and screw. Unscrew housing adapter from housing. tory. Ball Deflector Method Used with ball nuts in 30, 50, & 75 BSJ units 7. Remove end caps (Item 3) on worm Keyed Units Disassembly shaft assembly. Ball Guide 1. Unbolt lifting screw cover assembly CAUTION - Handle shims carefully to from unit. avord damage. 2. Remove pin on torque collar 8. While tapping one end of the worm Ball Guide Pickup shaft with a wooden mallet, turn the 3. Unscrew torque collar from lifting Finger worm shaft. This will loosen the bear- screw. ing cup to facilitate removal. 4. Remove set screw from locking 9. Remove the worm shaft bearing House extension. Unscrew extension Pickup Finger Method cups. from jack. Used with ball nuts in all other BSJ units 5. On 20 and 30 BSJ units remove sock- NOTES: For specific questions, consult factory giv- 10. Drive sleeve and gear, along with the ball nut and lifting screw, can now be et head set screws holding housing ing order number and serial number from adapter to housing. 1. Be sure to clean and dry all parts be- housing name plate. removed from the housing. fore rebuilding. 6. On 20-BSJ unscrew housing adapter. Model 0.5-100 BSJ 11. Further disassembly is possible by removing set screws from drive sleeve. 2. It is advisable to replace old seals Upright or Inverted 7. On 30-BSJ screw housing adapter when the unit is rebuilt. 12. For ball nut disassembly consult fac- in flush with the housing so that set 1. Unscrew lifting screw cover assem- screws locking ball nut to drive sleeve 3. Remove any protective coatings on tory. blyfrom unit. may be removed. Unscrew ball nut replacement parts before installing. from drive sleeve and remove ball nut 2. Remove protective boot and end at- Rotating Units Disassembly and screw. Unscrew housing adapter 4. On Jacks equipped with Tapered Roll- tachment from lifting screw, if appli- 1. Remove 2 set screws from housing from housing. er bearings, removal of the bearings cable. from the drive sleeve may result cover. 8. Remove end caps on worm shaft as- CAUTION - Make certain lifting screw 2. Unscrew housing cover. sembly. DISASSEMBLY INSTRUCTIONS does not unscrew from ball nut. Use of All BSJ Models heavy tape around lifting screw at each 3. Remove end caps on worm shaft as- CAUTION - Handle shims carefully to end of the nut will prevent his from hap- sembly. avoid damage. Refer to typical parts assembly, pages 6-7. pening. These instructions are necessarily general, CAUTION - Handle shims carefully to 9. While tapping one end of worm shaft 3. Remove (2) socket head set screws avoid damage. with a wooden mallet, turn the worm and as such, cannot provide for minor de- locking housing extension. Unscrew tails of construction, which may vary from shaft. This will loosen the bearing cup extention from jack. 4. While tapping one end of the worm unit to unit. to facilitate removal. 8 9 10. Remove the worm shaft bearing REASSEMBLY TROUBLESHOOTING CHART (continued) cups. Your jack can be easily reassembled by TROUBLE WHAT TO INSPECT ACTION 11. Drive sleeve and gear, along with the reversing the procedure as previously ball nut and lifting screw, can now be outlined. In reversing disassembly proce- Housing Failure 1. Unit Overload Reduce load or replace with unit of sufficient capacity. removed from the housing. dures, be sure to pack worm, worm gear, and all bearings with grease. Also coat all 2. Improper Support Unit should be supported over en- 12. Further disassembly is possible by seal areas with grease. After unit is reas- tire base area, not just at bolt hole removing set screws from drive sembled, fill with grease. See page 3. locations. sleeve. 3. High Shock Select different material.

13. For ball nut disassembly consult 4. Uneven Bolting Torque Take up evenly on mounting bolts. factory. Bearing Failure 1. Unit Overload See Housing Faliure No.1 2. Excessive Overhung Load See Worm Shaft Faliure No.3 3. Coupling Alignment See worm shaft failure No. 2 TROUBLESHOOTING TIPS 4. Coupling Lateral Alignment Adjust spacing between connect- Your ActionJac™ Ball Screw Jack will perform satisfactorily if suggestions described in ing shafts to relieve end pressure. this booklet are carefully followed. It is estimated that approximately 98 percent of Ball 5. Bearing Adjustment Bearings must not be pinched. Screw Jack failures can be attributed to improper lubrication, misapplication, and mis- Adjustable tapered bearings must alignment. be set at proper lateral clearance. All shafts should turn freely when TROUBLESHOOTING CHART disconnected from the load. 6. Bearing Lubrication Add lubricant if necessary TROUBLE WHAT TO INSPECT ACTION 7. Shock Loading See Worm Shaft failure No. 5 Worm Shaft Failure 1. Type of Coupling Rigid Couplings can cause shaft Drive Sleeve & Worm 1. Unit overload See Housing failure No.1 failure. Replace with coupling will Gear Wear provide adequate flexibility and lateral float. 2. Bearing Adjustment See Bearing Failure No. 6. 2. Coupling Alignment Realign as required. 3. Lubrication Proper Levels and grade must be maintained. See lubrication page. 3. Presence of Excessive Check jack for allowable loads. Overhung Load Ball Nut Failure 1. Unit Overload See Housing Failure No. 1 4. Unit Overload See Housing Failure No.1. 2. Alignment Lifting shafts must be perfectly plumb. 5. Shock Loading Apply coupling capable of absorb- ing shock and, if necessary, re- 3. Lubriation See Gear Wear No.3 place with unit of sufficient capac- 4. Improper Selection Refer to load/life predictability ity. Shock loads can significantly chart in Product Catalog. increase apparent dead weight loads. Lifting Screw Failure 1. Unit Overload See Housing Failure No. 1. 6. "Ganging" Units If several units are "in-line", the 2. Alignment See Ball Nut Faliure No. 2. worm shaft of the first unit can 3. Side Load Check with Nook Industries Engi- assume 300% of the rated input neering Department for allowable torque. If this value is exceeded, size load. you must replace with a larger unit. 4. Improper Selection See Ball nut Failure No.4.

10 11 STATEMENT OF ASSURANCE

Thank you for purchasing another quality product from Nook Industries, Inc. Every effort has been taken to assure this product was manufactured to the highest industry standards of quality, precision, and performance.

GUARANTEE

Unless otherwise stated herein, Seller will repair or replace, without charge, f.o.b. point of shipment, any parts proven to Seller’s satisfaction and upon Seller’s examination to have been defective in material or workmanship when furnished to the original purchaser, provided claim is made within five (5) 1 years after date of shipment of ⁄4 ton to 20 ton jacks or within one (1) year after date of shipment for jacks 30 tons and larger. Deterioration or wear oc- casioned by abuse, severe eccentric loading, overloading, chemical or abrasive action, or excessive heat shall not constitute defects. Equipment and accessories not of the Seller’s manufacture are warranted only to the extent that they are warranted by the manufacturers, and this warranty is applicable only if the defect was the result of normal use, application, and service, and is void if the product or any part hereof was tampered with, repaired, or altered by any person other than the factory or authorized repair station. THERE ARE NO OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING THAT OF MERCHANTABILITY AND OF FITNESS FOR A PARTICULAR USE. Under no circumstances shall Seller be liable for any loss of profit or for spe- cial, consequential, or exemplary damages over and apart from the repair or replacement of Seller’s part. This warranty and any controversy or claim arising out of this warranty or its interpretation, or any breach thereof, which cannot be amicably resolved between Seller and the original purchaser with sixty (60) days of written no- tice by the aggrieved party to the other, shall be finally settled by binding arbitration submitted to the three (3) arbitrators selected from the panels of the arbitrators of the American Arbitrator’s Association in accordance with the rules and regulations of the American Arbitrator’s Association sitting in Cleveland, Ohio, with each party to pay its own cost. Authorization for return must be received from Nook Industries before return- ing any equipment for inspection or warranty repair.

WARNING

The equipment shown in this bulletin is intended for industrial use only and should not be used to lift, support, or otherwise transport human cargo, unless you have a written statement from Nook Industries, Inc. that the Jack unit as used in your application is suitable for human cargo.

4950 East 49th Street / Cleveland, OH 44125 216.271.7900 - 800.321.7800 - fax: 216.271.7020 P-520-8 www.nookindustries.com Rev. 4.0