Shaft Collar & Coupling Installation Instructions

Shaft Collars

1. Use collars as they are received.
2. Wipe the bore clean.
3. Apply a thin coat of light oil to the shaft.
4. Place collar in desired location on shaft and tighten the collar until a slight resistance is felt.
5. On two-piece collars be sure to maintain the gap between the two halves of the collar during installation.
6. Wring collar into final position and tighten screws to the full recommended seating torque.

Quick Clamp Shaft Collars

1. Quick clamp shaft collars are pre-set at the factory for a specific shaft size.
2. Use collars as they are received.
3. Wipe the bore clean.
4. Apply a thin coat of light oil to the shaft.
5. Place collar in desired location on shaft and close the cam lever by hand. Resistance should be felt on the cam as it closes.
6. In the event the collar is loose on the shaft, or no/minimal cam lever resistance exists, it is likely that the shaft itself is undersized.
   Follow the below procedure to re-set the collar adjustment.
   1. Open the cam lever and place the collar on the shaft at the desired location.
   2. Turn the tensioning screw clockwise by a fractional amount (less than 1/8-turn).
   3. Close the cam lever completely observing increased resistance as it is closed.
   4. Repeat tensioning screw adjustment until desired performance is achieved.
   5. CAUTION - Do not over-tighten the set screw as the cam may lock in the closed position or damage to the cam mechanism may occur.
7. In the event the cam lever encounters excessive resistance due to the shaft being oversized, follow the noted re-adjustment steps turning the tensioning screw counter-clockwise in this case.

Rigid Couplings (Installation Video)

1. Align the coupling on the two shafts to be connected.
2. Tighten the Nypatch® clamp screws in two stages. Starting with the inside screws, tighten to half of the recommended seating torque. Repeat for the outside screws, again tightening to half of the recommended seating torque.
3. Be sure to maintain the gap between the two halves of the coupling on two-piece styles.
4. Tighten screws to the full recommended seating torque following the same pattern, beginning with the inside screws first.

Beam Couplings (Installation Video)

1. Align both hubs of the coupling on the shafts that are to be joined and determine if the misalignment parameters are within the limits of the coupling.
2. Using an appropriate torque wrench, tighten the screw(s) of one hub down to the recommended seating torque.
3. Before tightening the screws on the second hub, rotate the coupling by hand to allow it to reach its free length.
4. Tighten the second hub on the shaft such that the misalignment angle remains centered along the length of the coupling and the coupling remains axially relaxed.
5. The shaft(s) may extend into the relieved portion of the bore as long as it does not exceed the shaft penetration length specified under the coupling’s parameters.

Disc Couplings (Installation Video)

1. Assure that the misalignment between shafts is within the coupling's ratings.
2. Align both hubs of the coupling on the shafts that are to be joined.
3. Fully tighten the screw(s) on one hub to their recommended seating torque.
4. Before tightening the screw(s) on the second hub, rotate the coupling by hand to allow it to reach its free length.
5. Tighten the hub on the second shaft such that the misalignment angle remains centered along the length of the coupling and the coupling remains axially relaxed.

Jaw Couplings (Installation Video)

1. Assure that the misalignment between shafts is within the coupling's ratings.
2. Slide a hub onto each shaft to be joined with the drive tenons facing each other.
3. Fully tighten the screw(s) on the first hub to the recommended seating torque.
4. Insert a spider into the jaws of one hub until the raised points contact the base of the hub.
5. Insert the jaws of the second hub into the spider openings until the raised points contact the base of the second hub. Some force will be required to insert the second hub. This is normal.
6. Assure that a gap is maintained between the two hubs so there is no metal to metal contact. Fully tighten the screw(s) on the second hub to the recommended seating torque.

Oldham Couplings (Installation Video)

1. Assure that the misalignment between shafts is within the coupling's ratings.
2. Slide a hub onto each shaft to be joined with the drive tenons facing each other.
3. Rotate the hubs on the shaft so the drive tenons are located 90° from each other.
4. Place a torque disk so one groove fits over the drive tenons of a hub and center the disk by hand.
5. Insert a shim with the thickness of the coupling's axial motion rating into the groove of the torque disk.
6. Slide the tenons of the second hub into the mating groove in the disk until it touches the shim stock.
7. Fully tighten the screw(s) on each hub to their recommended seating torque.
8. Remove the shim stock to leave a small gap between the top of the drive tenons and the torque disk to allow for axial movement.

Bellows Couplings (Installation Video)

1. Assure that the misalignment between shafts is within the coupling's ratings.
2. Align both hubs of the coupling on the shafts that are to be joined.
3. Fully tighten the screw(s) on one hub to their recommended seating torque.
4. Before tightening the screw(s) on the second hub, rotate the coupling by hand to allow it to reach its free length.
5. Tighten the hub on the second shaft such that the misalignment angle remains centered along the length of the coupling and the coupling remains axially relaxed.

Controlflex Couplings (Installation Video)

1. Align the bores of the Controlflex coupling hubs on the shafts that are to be joined and determine if the misalignment parameters are within the limits of the coupling. (Select Hub for misalignment parameters.)
2. Rotate the hubs on the shaft so the drive pins are 90° from each other.
3. Place one hub at the end of the shaft. Tighten the clamp screw to the recommended seating torque.
4. Place an insert(s) with the standoffs facing the hub over the pins of the hub that was just installed.
5. Align the drive pins on the second hub to match the holes in the insert(s).
6. Verify the space between hubs (See table below).
7. Tighten the clamp screw on the second hub to the recommended seating torque using torque wrench with a hex bit.