Series 249 Swivels Product Information 011-775-600 E l Copyright information Trademark information © 1985, 1986, 1994, 1999, 2008 MTS Systems Corporation. All rights reserved. MTS is a registered trademark of MTS Systems Corporation within the United States. These trademarks may be protected in other countries. Molykote is a registered trademark of Dow Chemical Corporation. Superbolt is a registered trademark of Steinbock Machinery Corporation. Torquenut is a trademark of Steinbock Machinery Corporation. Contact information MTS Systems Corporation 14000 Technology Drive Eden Prairie, Minnesota 55344-2290 USA Toll Free Phone: 800-328-2255 (within the U.S. or Canada) Phone:952-937-4000 (outside the U.S. or Canada) Fax: 952-937-4515 E-mail: info@mts.com http://www.mts.com Publication information Manual Part Number Publication Date 117756-00A October 1985 117756-00B April 1986 117756-00C May 1994 011-775-600 D December 1999 011-775-600 E March 2008 Contents Technical Support 5 How to Get Technical Support Before You Contact MTS 5 5 If You Contact MTS by Phone 6 Problem Submittal Form in MTS Manuals 7 Preface 9 Before You Begin Conventions 9 10 Documentation Conventions 10 Introduction 13 Series 249 Rod Swivel Component Identification Series 249 Rod Swivel Functional Description Series 249 Rod Swivel Specifications Model 249.12 Dimensions 18 Model 249.20 Dimensions 19 Model 249.23 Dimensions 20 Model 249.32 Dimensions 21 Model 249.41 Dimensions 22 Model 249.42 Dimensions 23 Model 249.51 Dimensions 24 14 15 16 Installation 25 Mounting a Swivel 25 Mounting for Angularly Applied Loads Series 249 Rod Swivel Product Manual 26 3 Maintenance 29 Swivel Bearing Backlash 29 Checking for Swivel Bearing Backlash—Observation Method 29 Checking for Swivel Bearing Backlash—System Response Method Adjusting Backlash 31 Adjusting Models 249.12/.20/.23/.32 Adjusting Models 249.41/.42/.51 4 31 32 33 Series 249 Rod Swivel Product Manual How to Get Technical Support Technical Support How to Get Technical Support Start with your manuals The manuals supplied by MTS provide most of the information you need to use and maintain your equipment. If your equipment includes MTS software, look for online help and README files that contain additional product information. If you cannot find answers to your technical questions from these sources, you can use the internet, e-mail, telephone, or fax to contact MTS for assistance. Technical support methods MTS web site www.mts.com MTS provides a full range of support services after your system is installed. If you have any questions about a system or product, contact MTS in one of the following ways. The MTS web site gives you access to our technical support staff by means of a Technical Support link: www.mts.com > Contact Us > Service & Technical Support E-mail Telephone techsupport@mts.com MTS Call Center 800-328-2255 Weekdays 7:00 A.M. to 5:00 P.M., Central Time Fax 952-937-4515 Please include “Technical Support” in the subject line. Before You Contact MTS MTS can help you more efficiently if you have the following information available when you contact us for support. Know your site number and system number The site number contains your company number and identifies your equipment type (material testing, simulation, and so forth). The number is usually written on a label on your MTS equipment before the system leaves MTS. If you do not have or do not know your MTS site number, contact your MTS sales engineer. Example site number: 571167 When you have more than one MTS system, the system job number identifies which system you are calling about. You can find your job number in the papers sent to you when you ordered your system. Example system number: US1.42460 Series 249 Rod Swivel Product Manual Technical Support 5 If You Contact MTS by Phone Know information from prior technical assistance Identify the problem Know relevant computer information Know relevant software information If you have contacted MTS about this problem before, we can recall your file. You will need to tell us the: • MTS notification number • Name of the person who helped you Describe the problem you are experiencing and know the answers to the following questions: • How long and how often has the problem been occurring? • Can you reproduce the problem? • Were any hardware or software changes made to the system before the problem started? • What are the model numbers of the suspect equipment? • What model controller are you using (if applicable)? • What test configuration are you using? If you are experiencing a computer problem, have the following information available: • Manufacturer’s name and model number • Operating software type and service patch information • Amount of system memory • Amount of free space on the hard drive in which the application resides • Current status of hard-drive fragmentation • Connection status to a corporate network For software application problems, have the following information available: • The software application’s name, version number, build number, and if available, software patch number. This information is displayed briefly when you launch the application, and can typically be found in the “About” selection in the “Help” menu. • It is also helpful if the names of other non-MTS applications that are running on your computer, such as anti-virus software, screen savers, keyboard enhancers, print spoolers, and so forth are known and available. If You Contact MTS by Phone Your call will be registered by a Call Center agent if you are calling within the United States or Canada. Before connecting you with a technical support specialist, the agent will ask you for your site number, name, company, company address, and the phone number where you can normally be reached. 6 Technical Support Series 249 Rod Swivel Product Manual Problem Submittal Form in MTS Manuals If you are calling about an issue that has already been assigned a notification number, please provide that number. You will be assigned a unique notification number about any new issue. Identify system type Be prepared to troubleshoot Write down relevant information After you call To assist the Call Center agent with connecting you to the most qualified technical support specialist available, identify your system as one of the following types: • Electromechanical materials test system • Hydromechanical materials test system • Vehicle test system • Vehicle component test system • Aero test system Prepare yourself for troubleshooting while on the phone: • Call from a telephone when you are close to the system so that you can try implementing suggestions made over the phone. • Have the original operating and application software media available. • If you are not familiar with all aspects of the equipment operation, have an experienced user nearby to assist you. Prepare yourself in case we need to call you back: • Remember to ask for the notification number. • Record the name of the person who helped you. • Write down any specific instructions to be followed, such as data recording or performance monitoring. MTS logs and tracks all calls to ensure that you receive assistance and that action is taken regarding your problem or request. If you have questions about the status of your problem or have additional information to report, please contact MTS again and provide your original notification number. Problem Submittal Form in MTS Manuals Use the Problem Submittal Form to communicate problems you are experiencing with your MTS software, hardware, manuals, or service which have not been resolved to your satisfaction through the technical support process. This form includes check boxes that allow you to indicate the urgency of your problem and your expectation of an acceptable response time. We guarantee a timely response—your feedback is important to us. The Problem Submittal Form can be accessed: • In the back of many MTS manuals (postage paid form to be mailed to MTS) • www.mts.com > Contact Us > Problem Submittal Form (electronic form to be e-mailed to MTS) Series 249 Rod Swivel Product Manual Technical Support 7 Problem Submittal Form in MTS Manuals 8 Technical Support Series 249 Rod Swivel Product Manual Before You Begin Preface Before You Begin Safety first! Before you attempt to use your MTS product or system, read and understand the Safety manual and any other safety information provided with your system. Improper installation, operation, or maintenance of MTS equipment in your test facility can result in hazardous conditions that can cause severe personal injury or death and damage to your equipment and specimen. Again, read and understand the safety information provided with your system before you continue. It is very important that you remain aware of hazards that apply to your system. Other MTS manuals In addition to this manual, you may receive additional MTS manuals in paper or electronic form. If you have purchased a test system, it may include an MTS System Documentation CD. This CD contains an electronic copy of the MTS manuals that pertain to your test system, including hydraulic and mechanical component manuals, assembly drawings and parts lists, and operation and preventive maintenance manuals. Controller and application software manuals are typically included on the software CD distribution disc(s). Series 249 Rod Swivel Product Manual Preface 9 Conventions Conventions Documentation Conventions The following paragraphs describe some of the conventions that are used in your MTS manuals. Hazard conventions As necessary, hazard notices may be embedded in this manual. These notices contain safety information that is specific to the task to be performed. Hazard notices immediately precede the step or procedure that may lead to an associated hazard. Read all hazard notices carefully and follow the directions that are given. Three different levels of hazard notices may appear in your manuals. Following are examples of all three levels. Note For general safety information, see the safety information provided with your system. DANGER Danger notices indicate the presence of a hazard with a high level of risk which, if ignored, will result in death, severe personal injury, or substantial property damage. WARNING Warning notices indicate the presence of a hazard with a medium level of risk which, if ignored, can result in death, severe personal injury, or substantial property damage. CAUTION Caution notices indicate the presence of a hazard with a low level of risk which, if ignored, could cause moderate or minor personal injury, equipment damage, or endanger test integrity. Notes Notes provide additional information about operating your system or highlight easily overlooked items. For example: Note Special terms Illustrations Electronic manual conventions 10 Preface Resources that are put back on the hardware lists show up at the end of the list. The first occurrence of special terms is shown in italics. Illustrations appear in this manual to clarify text. It is important for you to be aware that these illustrations are examples only and do not necessarily represent your actual system configuration, test application, or software. This manual is available as an electronic document in the Portable Document File (PDF) format. It can be viewed on any computer that has Adobe Acrobat Reader installed. Series 249 Rod Swivel Product Manual Documentation Conventions Hypertext links The electronic document has many hypertext links displayed in a blue font. All blue words in the body text, along with all contents entries and index page numbers, are hypertext links. When you click a hypertext link, the application jumps to the corresponding topic. Series 249 Rod Swivel Product Manual Preface 11 Documentation Conventions 12 Preface Series 249 Rod Swivel Product Manual Introduction The MTS Series 249 Swivels allow hydraulic actuators to operate with a degree of movement. Two types of swivels are available, which allow the use of swivels at each end of an actuator. The following figure shows both types of swivels. Contents Series 249 Rod Swivel Component Identification Series 249 Rod Swivel Functional Description Series 249 Rod Swivel Specifications Model 249.12 Dimensions 18 Model 249.20 Dimensions 19 Model 249.23 Dimensions 20 Model 249.32 Dimensions 21 Model 249.41 Dimensions 22 Model 249.42 Dimensions 23 Model 249.51 Dimensions 24 Base Swivel 14 15 16 Rod End Swivel Series 249 Swivels Series 249 Rod Swivel Product Manual Introduction 13 Series 249 Rod Swivel Component Identification Series 249 Rod Swivel Component Identification Clamping Bolt Swivel Eye Eye Insert Retaining Ring Pin Backlash Adjuster Swivel Jaw Spherical Washers Spherical Bearing Series 249 Swivel Components COMPONENT DESCRIPTION Swivel eye Contains the spherical bearings. There are two mounting styles: • The base type has a bolt pattern on the top that is suitable for mounting the base of an actuator to it. • The rod end type is designed for mounting to a load cell or the piston rod of an actuator. The Models 249.12/.20/.23, and .32 rod end types are internally tapped to accept a threaded stud. The larger Model 249.41, 249.42, and .51 rod end types are mounted with an adapter plate. Pin Secures the spherical bearing to the swivel jaw. Swivel jaw Secures the swivel to the reaction mass. It is comprised of two sides joined by a pin passing through the spherical bearing. Spherical bearing Allows the swivel eye to tilt and rotate through a wide range of motion. Clamping bolt Depending on the size of the swivel, a single bolt or a Superbolt Torquenut clamps the swivel eye. Eye insert Provides a hardened surface to tighten against, and prevents deformation of the swivel eye. Backlash adjuster A threaded sleeve that screws into and out of the swivel eye to act as a variable shim when adjusting the swivel backlash. Spherical washers Compensate for non-parallel surfaces within the load path of the swivel eye. Different backlash adjustment settings can cause the surfaces of the split in the swivel eye to no longer be parallel. The spherical washers ensure that this does not adversely effect the backlash adjustment or damage the clamping bolt. 14 Introduction Series 249 Rod Swivel Product Manual Series 249 Rod Swivel Functional Description Series 249 Rod Swivel Functional Description The Series 249 Swivels are used for testing purposes where swivel movement with minimum backlash is required. They are particularly suited for the demands of closed-loop servohydraulic testing applications. The swivels can be mounted to a linear hydraulic actuator, load cell, or mechanical linkage. A reaction mass, bedplate, or structural component can be attached to a mounted swivel. For structural testing applications, a linear actuator equipped with both a swivel base and swivel rod end provides pivotal freedom at both ends of the actuator (as shown to the right). The swivels are available in six different models with force ratings from 25 to 1000 kN (5.5 to 220 kip). Depending on the size of the swivel, one of two different types of bolts is used to clamp the swivel eye. • Models 249.12/.20/.23, and .32 use a single bolt. • The larger Models 249.41/.42, and .51, which require greater clamping forces, use a Superbolt Torquenut. Series 249 Rod Swivel Product Manual Introduction 15 Series 249 Rod Swivel Specifications Series 249 Rod Swivel Specifications The following tables list the swivel base and swivel rod end force rating, the weight specifications, and the swivel base and swivel rod end operational specifications. Force Rating and Weight Specifications MODEL FORCE RATING BASE WEIGHT ROD END WEIGHT 249.12 25 kN (5.5 kip) 2.9 kg (6.5 lb) 2.1 kg (4.6 lb) 249.20 70 kN (15 kip) 13 kg (28 lb) 11 kg (24 lb) 249.23 160 kN (35 kip) 30 kg (66 lb) 27 kg (60 lb) 249.32 340 kN (77 kip) 75 kg (166 lb) 66 kg (146 lb) 249.41 500 kN (110 kip) 157 kg (346 lb) 178 kg (393 lb)* 249.42 730 kN (165 kip) 268 kg (590 lb) 213 kg (690 lb)* 249.51 1000 kN (220 kip) 454 kg (1000 lb) 510 kg (1125 lb)* *Swivel rod end weight includes the adapter. Operational Specifications MODEL TILT ANGLE (α)* SWIVEL ANGLE (ß) SWIVEL BASE SPRING RATE† CLAMPING BOLT TORQUE‡ 249.12 ±7°§ ±90° – 34 N·m (25 lb·ft) 249.20 ±17° -75°, +90° 7.0 x106 N/cm (3.9 x106 lb/in) 110 N·m (81 lb·ft) 249.23 ±17° -80°, +90° 12.4 x106 N/cm (7.0 x106 lb/in) 380 N·m (280 lb·ft) 249.32 ±14° -75°, +90° 18.9 x106 N/cm (10.7 x106 lb/in) 920 N·m (678 lb·ft) 249.41 ±6° -30°, +90° – 62 N·m (45 lb·ft) 249.42 ±7°§ -30°, +90° 56.5 x106 N/cm (32 x106 lb/in) 62 N·m (45 lb·ft) 249.51 ±8° -30°, +90° 44.1 x106 N/cm (25 x106 lb/in) 62 N·m (45 lb·ft) * Tilt angle capability is reduced when swivel angle exceeds ±30°. † Contact MTS for spring rates not given in this table. ‡ Models 249.41, 249.42, and 249.51 use a Superbolt Torquenut. Each jackbolt in the torquenut is torqued to 62 N·m (45 lbf-ft). § Optional ±15° tilt angle is available. 16 Introduction Series 249 Rod Swivel Product Manual Series 249 Rod Swivel Specifications Tilt Angle Series 249 Rod Swivel Product Manual Swivel Angle Introduction 17 Model 249.12 Dimensions Model 249.12 Dimensions 62.9 mm (2.475 in.) 62.9 mm (2.475 in.) Thread M12 x 125 mm (1/2-20 UNS-2B) Depth 19.0 mm (0.75 in.) 73.0 mm (2.875 in.) 73.0 mm (1.875 in.) 10.3 mm (0.406 in.) diameter 88.9 mm (3.50 in.) 88.9 mm (3.50 in.) Bolt Pattern 10.4 mm (0.41 in.) 79.4 mm (3.125 in.) 47.6 mm (1.875 in.) 24.6 mm (0.97 in.) For Actuator Rod For Actuator Base Footprint 63.6 mm (2.50 in.) 85.8 mm (3.38 in) 10.7 mm (0.422 in.) diameter 63.6 mm (2.50 in.) 83.6 mm (3.29 in) 18 Introduction Series 249 Rod Swivel Product Manual Model 249.20 Dimensions Model 249.20 Dimensions 17.3 mm (0.68 in.) diameter 89.9 mm (3.54 in.) 133.4 mm (5.25 in.) 89.9 mm (3.54 in.) 133.4 mm (5.25 in.) Thread M27 x 2 mm (1-14 UNS-2B) Depth 35.0 mm (1.38 in.) Bolt Pattern If present—used to align the LVDT base. Refer to Actuator Product Manual 15.7 mm (0.62 in.) 121.9 mm (4.80 in.) 104.7 mm (4.12 in.) 76.2 mm (3.00 in.) 76.2 mm (3.00 in.) 38.1 mm (1.50 in.) For Actuator Rod For Actuator Base Footprint 114.3 mm (4.50 in.) 142.7 mm (5.62 in.) 17.5 mm (0.69 in.) diameter 114.3 mm (4.50 in.) 142.7 mm (5.62 in.) Series 249 Rod Swivel Product Manual Introduction 19 Model 249.23 Dimensions Model 249.23 Dimensions 16.8 mm (0.66 in.) diameter 89.9 mm (3.54 in.) 139.7 mm (5.50 in.) 89.9 mm (3.54 in.) 139.7 mm (5.50 in.) Thread M27 x 2mm (1-14 UNS-2B) Depth 50.8 mm (2.00 in.) Bolt Pattern If present–used to align the LVDT base. Refer to Actuator Product Manual 12.7 mm (0.50 in.) 162.0 mm (6.38 in.) 136.7 mm (5.38 in.) 101.6 mm (4.00 in.) 101.6 mm (4.00 in.) 57.2 mm (2.25 in.) For Actuator Rod For Actuator Base Footprint 146.1 mm (5.75 in.) 187.5 mm (7.50 in.) 17.5 mm (0.69 in.) diameter 146.1 mm (5.75 in.) 196.9 mm (7.87 in.) 20 Introduction Series 249 Rod Swivel Product Manual Model 249.32 Dimensions Model 249.32 Dimensions 36.3 mm (1.43 in.) 36.3 mm (1.43 in.) 135.1 mm (5.32 in.) 203.2 mm (8.00 in.) 135.1 mm (5.32 in.) Thread M36 x 2 mm ( 1.5-12 UN-2B) Depth 76.2 mm (3.00 in.) 25.4 mm (1.00 in.) 203.2 mm (8.00 in.) Bolt Pattern If present–used to align the LVDT base. Refer to Actuator Product Manual. 215.9 mm (8.50 in.) 177.8 mm (7.00 in.) 139.7 mm (5.50 in.) 127.0 mm (5.00 in.) For Actuator Rod 23.0 mm (0.91 in.) diameter 139.7 mm (5.50 in.) 127.0 mm (5.00 in.) 26.9 mm (1.06 in.) diameter For Actuator Base Footprint 184.1 mm (7.25 in.) 231.6 mm (9.12 in.) 184.1 mm (7.25 in.) 238.0 mm (9.37 in.) Series 249 Rod Swivel Product Manual Introduction 21 Model 249.41 Dimensions Model 249.41 Dimensions 71.9 mm (2.832 in.) 24.8 mm (0.975 in.) diameter 71.9 mm (2.832 in.) 104.7 mm (4.121 in.) 104.7 mm (4.121 in.) M52 x 2mm (2-12 UN) Torquenut Bolt Pattern Adapter 320.5 mm (12.62 in.) 406.4 mm (16.00 in.) 152.4 mm (6.00 in.) 152.4 mm (6.00 in.) 109.5 mm (4.31 in.) For Actuator Base For Actuator Rod Footprint 241.3 mm (9.50 in.) 317.5 mm (12.50 in.) 33.65 mm (1.325 in.) 241.3 mm (9.50 in.) 314.5 mm (12.38 in.) 22 Introduction Series 249 Rod Swivel Product Manual Model 249.42 Dimensions Model 249.42 Dimensions 24.4 mm (0.96 in.) diameter 71.9 mm (2.832 in.) 71.9 mm (2.832 in.) Adapter 104.7 mm (4.121 in.) 104.7 mm (4.121 in.) 2–12 Torquenut Bolt Pattern 29.2 mm (1.15 in.) 339.7 mm (13.375 in.) 206.4 mm (8.125 in.) 250.1 mm (9.875 in.) 230.1 mm (9.06 in.) 206.4 mm (8.125 in.) For Actuator Base For Actuator Rod Footprint 279.4 mm (11.00 in.) 355.6 mm (14.00 in.) 34.8 mm (1.37 in.) diameter 279.4 mm (11.00 in.) 346.2 mm (14.34 in.) Series 249 Rod Swivel Product Manual Introduction 23 Model 249.51 Dimensions Model 249.51 Dimensions Thread 1-8 UNC 2B 81.6 mm (3.212 in.) 81.6 mm (3.212 in.) 3–12 Torquenut Adapter 122.1 mm (4.806 in.) 122.1 mm (4.806 in.) Bolt Pattern 412.7 mm (16.25 in.) 304.8 mm (12.00 in.) 213.4 mm 241.3 mm (12.30 in.) (9.50 in.) 241.3 mm (9.50 in.) For Actuator Base For Actuator Rod Footprint 298.4 mm (11.75 in. 406.4 mm (16.00 in.) 43.9 mm (1.73 in.) diameter 298.4 mm (11.75 in. 406.4 m (16.00 in.) 24 Introduction Series 249 Rod Swivel Product Manual Mounting a Swivel Installation This section describes how to install the Series 249 Swivels. Contents Mounting a Swivel 25 Mounting for Angularly Applied Loads Rigid support for swivel mounts 26 The swivel base assembly is not designed to rigidly support an actuator for vertical operation. In general, actuators that require rigid support are equipped with a pedestal base accessory. Should it become necessary to rigidly support an actuator with a swivel base assembly, contact MTS Systems Corporation for rigid support recommendations. Mounting a Swivel All models of the Series 249 Swivels are mounted with four socket head bolts. The mounting bolt size is determined by the model number. See the following table for the recommended mounting bolt size, torque, and grade. Mounting Bolt Size, Torque and Grade Requirements MODEL MOUNTING BOLT SIZE MOUNTING BOLT TORQUE BOLT GRADE SI METRIC U.S. CUSTOMARY N·M LBF·FT ISO SAE 249.12 M10 x 1.50 3/8-16 53 34 12.9 8 249.20 M16 x 2.00* 5/8-11* 230 160 12.9 8 249.23 M16 x 2.00 5/8-11 230 160 12.9 8 249.32 M24 x 3.00 1-8 780 680 12.9 8 249.41 M30 x 3.50 1 1/4-7 1600 1360 12.9 8 249.42 M30 x 3.50 1 1/4-7 1600 1360 12.9 8 249.51 M42 x 4.00 1 1/2-6 3200 2400 12.9 8 *If 1/2 in. or M12 bolts are necessary, hardened washers should be used under the heads of the bolts. Before mounting the swivel, apply Molykote® G grease, or equivalent, to the threads and under the head of each mounting bolt. Tighten each bolt until it is firmly seated against the swivel. Then, using the pattern shown in the following figure, tighten the bolts to one-half of the recommended torque value. Continue using this pattern to tighten the bolts to their final torque value. Series 249 Rod Swivel Product Manual Installation 25 Mounting for Angularly Applied Loads Mounting Bolt Tightening Sequence Mounting for Angularly Applied Loads If the swivel mounting surface is not perpendicular to the direction of applied force, it may be necessary to install retaining stops to prevent the swivel from slipping. Slippage can be expected if the operating forces for the angle of load application are exceeded. The following figure shows the position of the retaining stops and the angle of load application. Retaining Stops Retaining Stops Different system configurations require the use of different types of retaining stops. In all cases, the retaining stops must withstand a shear force equal to or greater than the forces specified in the following chart. 26 Installation Series 249 Rod Swivel Product Manual 2 .4 9. 51 24 24 9 9. 41 2 24 9. 3 24 9. 23 24 0 9. 2 24 (degrees of rotation from the vertical 24 9. 12 Mounting for Angularly Applied Loads Angle of Load Application versus Maximum Load at Slip Point Systems that require the swivels to react angularly to applied tensile and compressive loads should also take into account the possibility of backlash between the retaining stops and the swivel jaw. The retaining stops should be mounted in a manner that will eliminate or minimize this backlash. Series 249 Rod Swivel Product Manual Installation 27 (degrees of rotation from the vertical) Mounting for Angularly Applied Loads Shear strength of retaining stops Minimum Shear Rating of Retaining Stops 28 Installation Series 249 Rod Swivel Product Manual Swivel Bearing Backlash Maintenance Contents Swivel Bearing Backlash 29 Checking for Swivel Bearing Backlash—Observation Method 29 Checking for Swivel Bearing Backlash—System Response Method Adjusting Backlash 31 Adjusting Models 249.12/.20/.23/.32 Adjusting Models 249.41/.42/.51 Overview 31 32 33 Maintenance for the Series 249 Swivels consist of periodic checks and, if necessary, adjusting the backlash. The spherical bearing used in the swivels should not be lubricated. Series 249 Swivels are usually shipped from MTS with the backlash adjusted and are ready for immediate use. However, the backlash should be checked and, if necessary, adjusted prior to use in the field. Backlash should be checked again after four to five hours of initial use and as often as necessary thereafter. Operating a swivel with excessive backlash can result in system instability, poor control of load when passing through zero, and rapid bearing wear due to shock loading effects. Proper backlash adjustment will prolong the life of the swivel and enhance the system’s performance and fidelity. Swivel Bearing Backlash The acceptable amount of backlash in a given test system depends on the forces the swivel must react to and the sensitivity of the test. If a smooth transition between tension and compression loads is not required, a small amount of backlash might not affect test results. Determining whether or not the swivel bearing backlash adjustment is compatible with the sensitivity requirements of the test requires you to carefully consider the function of the swivel within the test setup. Testing systems that use the swivel primarily as a tool to align the components of the force train during application of tensile or compressive forces, but not both, will probably not be affected by a certain amount of swivel bearing backlash. Testing systems that use the swivel during dynamic tensile and compressive loading of a specimen/structure can be adversely affected by a swivel bearing adjustment that is too loose or too tight. The following describe the methods which can be used to determine if it is necessary to adjust the swivel bearing backlash. Checking for Swivel Bearing Backlash—Observation Method During system operation, you should examine the swivel assembly to determine if there are any visible signs of backlash. If possible, this examination should be performed immediately after system installation, so that you can better recognize Series 249 Rod Swivel Product Manual Maintenance 29 Checking for Swivel Bearing Backlash—Observation the “normal” appearance, sound, and feel of a properly adjusted swivel in case an adjustment becomes necessary in the future. WARNING Never allow any part of your body to get in the path of motion of any hydraulic component or its associated fixturing. Never rely on your reflexes to protect you from unexpected actuator movement. Actuator and associated fixturing movement can injure personnel or damage equipment it comes in contact with. Unexpected actuator movement can happen much too quickly for you to get out of the way. Touch or stand near hydraulic equipment only if you are not in the path of motion of any actuator or its associated fixturing. If it is not possible to access the equipment without crossing the path of motion, do not attempt to access the equipment. Swivel bearing backlash can produce an audible clicking noise from the spherical bearing. This sound might be difficult or impossible to hear above the noise of the other components in the testing system. Using a stethoscope can enable you to hear the noise and determine if backlash is present. When there is an excessive amount of backlash, there can be a visible separation between the ball and race of the spherical bearing. This separation will be quite small, and the position of the swivel can make it impossible to observe. Care should be taken to differentiate between deflection and backlash. Deflection appears as relative motion between the swivel eye and jaw. Some amount of swivel deflection is normal. Backlash is distinguished from deflection by relative motion between the ball and race of the spherical bearing. WARNING Extreme care should be take before attempting to feel backlash. An unexpected actuator motion could cause grave injuries to the person checking the swivel. Unless the swivel assembly can be accessed from a position that provides adequate protection from unexpected actuator movement, you should not attempt to “feel” the backlash in the system. The presence of swivel bearing backlash can often be detected by the “feel” of the swivel. If backlash is present, a mild thumping sensation can be felt when a hand is placed on the surface of the swivel. These methods will only detect large amounts of swivel bearing backlash. If the backlash can be seen, heard, or felt, the swivels require adjustment. 30 Maintenance Series 249 Rod Swivel Product Manual Checking for Swivel Bearing Backlash—System Checking for Swivel Bearing Backlash—System Response Method When a swivel bearing is too loose, the amount of force measured as the actuator moves from compression to tension can exhibit a small signal discontinuity during the load reversal. The following figure shows this relationship for a system designed to measure small changes in load. Presence of Backlash During Load Reversals Note The signal discontinuity from backlash might only be one component of the load signal distortion. Be aware of other possible load signal distortion sources in the force train, such as a loose mounting bolt. If the test results appear to be adversely affected by the presence of swivel bearing backlash, a small adjustment can be made to the swivel to determine whether or not it is the cause of the problem. Adjusting Backlash Proper adjustment of the backlash enables the swivel to tilt and rotate without damaging the bearing or distorting test results. If backlash appears to be the cause of unacceptable test results, a small adjustment can be made to the swivel. If the adjustment does not improve the test results, other possible sources of distortion should be checked. There is a direct relationship between the amount of clamping force required to remove backlash and the frictional torque necessary to rotate the swivel. If the backlash adjustment is too tight, high frictional torque will cause the spherical bearing to overheat and eventually fail. To avoid this condition, the backlash adjustment must be made in small steps, checked, and then if necessary readjusted. The following subsections contain the procedures required to complete the adjustment process. The following table shows the type of clamping bolt and clamping torque required by each swivel. The torque values identified in this table are used in the following procedures. These procedures require the use of a spanner and a torque wrench fitted with the appropriate size socket or hex key. Series 249 Rod Swivel Product Manual Maintenance 31 Adjusting Models 249.12/.20/.23/.32 Clamping Torque and Bolt Type CLAMPING TORQUE MODEL BOLT TYPE N·M LBF·FT 249.12 34 25 Hex head bolt 249.20 110 84 Socket head cap screw 249.23 380 280 Socket head cap screw 249.32 920 680 Socket head cap screw 249.41 62 45 Superbolt Torquenut 249.42 62 45 Superbolt Torquenut 249.51 62 45 Superbolt Torquenut WARNING Tightening the swivel bearing backlash adjustment beyond recommended levels can significantly increase the heat and friction produced by the swivel during operation. Increased heat and friction on the swivel assembly can cause the bearing to fail and result in damage or injury to equipment and personnel. Carefully follow the backlash adjustment procedures, and do not exceed the specified backlash adjuster clamping torque. Adjusting Models 249.12/.20/.23/.32 If backlash is observed using one of the methods discussed in the previous section, complete the following procedure to remove the backlash. 1. Position the swivel in a secure, convenient, static position that allows access to the swivel adjuster and clamping bolt. Ensure that hydraulic hoses and servovalve cables are properly connected. 2. Remove hydraulic pressure from the system. 3. Loosen the swivel bearing clamping bolt. 4. With a spanner wrench, turn the backlash adjuster counterclockwise 5 to 10 degrees (as viewed from the top of the clamping bolt). This will increase the size of the gap in the swivel eye, and decrease the clearance in the spherical bearing when the clamping bolt is tightened. 5. Tighten the swivel bearing clamping bolt to the specified clamping torque shown in the table “Clamping Torque and Bolt Type.” The clamping torque should always be the same regardless of the adjuster setting. Note 32 Maintenance The backlash adjuster must be in contact with the surface of the spherical washer when the clamping bolt is tight. When the adjuster is Series 249 Rod Swivel Product Manual Adjusting Models 249.41/.42/.51 loose, the bearing is clamped too tightly and the clamping bolt can fail in fatigue. Find and correct the source of the problem before continuing. 6. Apply hydraulic pressure and check for backlash using the methods described in “Checking for Swivel Bearing Backlash.” Note The increased amount of force that will be required to rotate and tilt the swivel when it is set to an extremely tight backlash adjustment can introduce unwanted forces into the testing system. Therefore, setting the adjuster so that it just barely contacts the spherical washer when fully torqued should not be considered the optimum backlash adjustment setting. The optimum setting is determined by the performance requirements of the testing system. 7. If unacceptable backlash is still observed, repeat Steps 1 through 6 until it is eliminated. Adjusting Models 249.41/.42/.51 The Model 249.41/.42/.51 Swivel assemblies use a Superbolt Torquenut as the clamping bolt, instead of the standard bolt used in the smaller swivel assemblies. The method used to tighten and loosen the Torquenuts is included in the following procedure. An ordinary torque wrench and an appropriate size hex key socket are the only tools required to loosen or tighten the jackbolts on a Torquenut. Jackbolts Jackbolt Torquenut Hardened washer Spherical washers Main thread Swivel Top View Side View Superbolt Torquenuts If backlash is observed using the methods discussed in “Checking for Swivel Bearing Backlash,” complete the following procedure to remove the backlash. 1. Position the swivel in a secure, convenient, static position that allows access to the swivel adjuster and clamping bolt. Ensure that hydraulic hoses and servovalve cables are properly connected. 2. Remove hydraulic pressure from the actuator. Series 249 Rod Swivel Product Manual Maintenance 33 Adjusting Models 249.41/.42/.51 CAUTION Do not loosen the jackbolts on the Torquenut without following the instructions in Step 3 of this procedure. Damage to the hardened washer can occur if the jackbolts are not loosened evenly and in the proper sequence. Ensure that the jackbolts are not loosened more than one-eighth turn at a time, and that the proper loosening sequence is followed. 3. Following the sequence shown below, loosen every third jackbolt oneeighth turn at a time. Repeat this process until all of the jackbolts can be turned by hand. This will prevent a single jackbolt from bearing the entire load of the Torquenut . 4. After all the jackbolts have been loosened, loosen the Torquenut on the main thread by turning the nut by hand or with a bar inserted between the jackbolts (do not damage the threads of the jackbolts). 5. With a spanner wrench, turn the backlash adjuster counter-clockwise 5 to 10 degrees (as viewed from the top of the Torquenut). This will increase the size of the gap in the swivel eye, and decrease the clearance in the spherical bearing when the clamping bolt is tightened. 6. Ensure that none of the jackbolts protrude through the base of the Torquenut, and that the surface of the Torquenut rests smoothly on the hardened washer. Tighten the Torquenut on the main thread by turning the nut by hand or with a bar inserted between the jackbolts (do not damage the threads of the jackbolts). 7. Hand-tighten each jackbolt to ensure even seating of the main thread. 8. Using the torque wrench, tighten the jackbolts in the sequence shown in the figure below to 35 N·m (25 lbf·ft). 34 Maintenance Series 249 Rod Swivel Product Manual Adjusting Models 249.41/.42/.51 It will be necessary to torque each jackbolt several times, because the preceding jackbolts will loosen as the subsequent jackbolts are torqued. Using the same method, torque each jackbolt to a final clamping torque of 62 N·m (45 lbf·ft). 9. Apply hydraulic pressure and check for backlash using the methods described in “Checking for Swivel Bearing Backlash.” Note The increased amount of force that will be required to rotate and tilt the swivel when it is set to an extremely tight backlash adjustment can introduce unwanted forces into the testing system. Therefore, setting the adjuster so that it just barely contacts the spherical washer when fully torqued should not be considered the optimum backlash adjustment setting. The optimum setting is determined by the performance requirements of the testing system. 10. If unacceptable backlash is still observed, repeat Steps 1 through 9 until it is eliminated. Note Series 249 Rod Swivel Product Manual The backlash adjuster must be in contact with the surface of the spherical washer when the Torquenut is tight. When the adjuster is loose, the bearing is clamped too tightly and the clamping bolt can fail in fatigue. Find and correct the source of the problem before continuing. Maintenance 35 Adjusting Models 249.41/.42/.51 36 Maintenance Series 249 Rod Swivel Product Manual m MTS Systems Corporation 14000 Technology Drive Eden Prairie, Minnesota 55344-2290 USA Toll Free Phone: 800-328-2255 (within the U.S. or Canada) Phone: 952-937-4000 (outside the U.S. or Canada) Fax: 952-937-4515 E-mail: info@mts.com http://www.mts.com ISO 9001:2000 Certified QMS