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212: Escalator-Inspection & Basic Maintenance Module 5: Preventative Maintenance of Escalator Drive Systems Instructor/Participant Guide

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212: Escalator-Inspection & Basic Maintenance

Module 5: Preventative Maintenance of Escalator Drive Systems

Instructor/Participant Guide

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Table of Contents:

Introduction ...................................................................................... 1 Types of Drive Systems ............................................................... 2 Preventative Maintenance Guide ................................................. 3 Modular Drive System .................................................................. 4 Gaining Access ............................................................................ 5 Clean Up Care ............................................................................. 6 Westinghouse Escalator .............................................................. 7 Modular Drive System - Motors .................................................... 8 Motors - Replacement .................................................................. 9 Reducer ..................................................................................... 10 Brakes ....................................................................................... 11 Sprockets and Chains ................................................................ 12 Chain Drive Systems ................................................................. 13 Main Drive Chain ....................................................................... 14 Gear Drive Systems ................................................................... 15

Summary ....................................................................................... 16

Table of Figures: Figure 1 Shock Absorbing Mount ..................................................... 7

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Icons Used in This Guide

Throughout the Instructor’s Guide, the following icons indicate the type of content being presented.

Refer To

PowerPoint

Multimedia

Web based Training

Write

Ask

Individual Activity

Small Group Activity

Classroom Activity

Duration

Agenda

Topic No. Topic Title Duration

1 Introduction 5 minutes

2 Overview

Types of Drive Systems

Preventative Maintenance Guide

15 minutes

3 Preventative Maintenance of Modular Drive Systems

Gaining Access

Cleaning Up Care

Westinghouse Escalator

Modular Drive System - Motors

Motors - Replacement

Reducer

Brakes

Sprocket and Chains

40 minutes

4 Preventative Maintenance of Chain Drive Systems

Main Drive Chain

15 minutes

5 Preventative Maintenance of Gear Drive Systems

15 minutes

6 Summary 5 minutes

Total Time: 1.6 hours

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Overview

Purpose The purpose of this module is to:

Introduce participants to preventative maintenance of escalator drive systems

Objectives At the end of this chapter, the learner will be able to:

Perform inspection of a transit escalator drive unit

Identify inspection areas

Perform check of all lubricants

Perform check of all seatings and mountings

List all problems located during an inspection

Recommend necessary repairs

Describe the methods used to change out a drive motor

Materials Make sure you have the following:

Laptop (one for leader)

Participant Guides

PowerPoint slide deck

LCD projector

A17.1 Safety Code for Elevators and Escalators

A17.2 Guide for Inspection of Elevators, Escalators and Moving Sidewalks

A17.3 Safety Code for Existing Elevators and Escalators

Heavy Duty Transportation System Escalator Design Guidelines (APTA RT-RP-FS 007-02)

Field Employees’ Safety Handbook

Transit Agency Handbook

Preparation PREPARE flip charts with the following titles:

Class Expectations

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Instructor’s Notes

Slide 1

Slide 2

GAIN audience attention by introducing yourself.

WELCOME the participants to the preventative maintenance of escalator drive systems module.

ASK the participants what the most common types of drive systems are within their TA.

DIRECT participants to the objectives on slide 2.

REVIEW the objectives on Slide 2.

Introduction

Welcome to the Preventative Maintenance of Escalator Drive Systems Module.

What are the most common types of drive systems?

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Instructor’s Notes Preventative Maintenance of Escalator Drive Systems

Transit Elevator/Escalator Consortium

Three Types of Drive Systems• There are three different types of drive systems found

in transit escalators:

– Modular

– Chain

– Gear

• In this course, we will outline specific features in these three types of systems that require preventative maintenance.

3

Slide 3

REVIEW the main types of drive systems.

ASK the participants to list the differences between the three main types of drive systems.

Types of Drive Systems

List the differences between the three main types of drive systems.

Modular Drive System

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Chain Drive System

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Gear Drive System

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Instructor’s Notes

Slide 4

REVIEW slides 4 in the PowerPoint presentation to discuss the details of the Preventative Maintenance Guide.

CONTENT: Direct participants to describe in their own words what it means to have a Preventative Maintenance Plan and how it will help them during their process.

ASK: participants to describe their initial steps upon arriving at the station.

Preventative Maintenance Guide

Upon arriving at the station, what should you do first?

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Instructor’s Notes Preventative Maintenance of Escalator Drive Systems

Transit Elevator/Escalator Consortium

Modular Drive Systems

5

• Are found in the Washington Metropolitan Area transit Authority.

• Require noise-damping canopies to reduce the noise of the drive while running.

• Contain locking bars that will have to be removed anytime the unit is energized.

Slide 5

REVIEW slide 5 and discuss the brief details of a Modular Drive System.

APPLICATION FEEDBACK: now that we have discussed a little about the modular drive system, have the participants answer the following questions.

ASK participants to describe the purpose of the locking bars.

Modular Drive System

What is the purpose of the locking bars?

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Instructor’s Notes

Slide 6

Slide 7

REVIEW slide 6 and 7. Discuss the process for gaining access to the drive system.

ASK: participants to describe the process for accessing the modular drive system.

Gaining Access

Describe the process for accessing the Modular Drive System:

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Instructor’s Notes

Slide 8

REVIEW slide 8 and review how to properly clean the drive system.

ASK: Where should you dispose soiled rags and towels?

Clean Up Care

When cleaning is complete, where should you dispose soiled rags and towels?

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Instructor’s Notes

Slide 9

REVIEW slide 9 and review some additional details of a Westinghouse Escalator.

ASK what is the purpose of a mounting bolt?

Westinghouse Escalator

What is the purpose of a Mounting Bolt?

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Figure 1 Shock Absorbing Mount

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Instructor’s Notes

Slide 10

Preventative Maintenance of Escalator Drive Systems

Transit Elevator/Escalator Consortium

• Bearings should be lubricated at recommended intervals.

• No fittings = sealed bearing

• Threaded hole poses a need for a zerk.

• No threads = seal bearing already lubricated.

• New motors are shipped with a plug where grease fitting should be.

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Modular Drive Systems-Motors

Slide 11

REVIEW slides 10 and 11 and review the proper preventative maintenance procedures for a modular drive motor.

ASK If a motor does not have fittings in the area of the bearings, what does this mean?

Modular Drive System - Motors

If a motor does not have fittings in the area of the bearings, what does this mean?

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Instructor’s Notes

Slide 12

Slide 13

REVIEW slides 12 and 13 and review the proper preventative maintenance procedures for a modular drive motor.

ASK What does adjusting the jack bolts on the sled which move the motor back and forth accomplish?

Motors - Replacement

What does adjusting the jack bolts on the sled which move the motor back and forth accomplish?

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Instructor’s Notes

Slide 14

Preventative Maintenance of Escalator Drive Systems

Transit Elevator/Escalator Consortium

Reducer• Ensure the broken belt switch is operational and

linkage secure.

• Ensure the output shaft collars are secure

• Check the hub clamping for loose belts and tighten if needed.

• Ensure no oil has dripped onto the steps.

• Check that mounting bolts are secure to the sled, and drip pan and hose are in place.

• Ensure reducer drain valve is turned off and hose is removed when reducer is drained.

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Slide 16

REVIEW slides 14 through 16 and review how to detect problems on the Westinghouse escalator

ASK Why should the breather never be removed while the drive is in operation?

Reducer

Why should the breather never be removed while the drive is in operation?

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Instructor’s Notes

Slide 17

REVIEW slides 17 and review the brakes of a modular drive system.

ASK the participants to describe how to perform a brake torque test.

Brakes

Describe how to perform a brake torque test:

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Instructor’s Notes

Preventative Maintenance of Escalator Drive Systems

Transit Elevator/Escalator Consortium

• Are an integral part of drive system.

• Provide machinery that transfers the motor energy and reducer into the physical device that moves the escalator.

• Are checked for wear and tear.

Sprockets and Chains

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Slide 18

REVIEW slide 18 and discuss the sprockets and chain system.

ASK the participants to describe how to ensure that there is proper tension on the idler and drive sprocket chain:

Sprockets and Chains

Describe how to ensure that there is proper tension on the idler and drive sprocket chain:

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Instructor’s Notes

Preventative Maintenance of Escalator Drive Systems

Transit Elevator/Escalator Consortium

• Are comprised of a gear reducer or gear case.

• Are driven with an output of a single 3-phase motor.

• Are utilizing a Main Drive Chain.

Chain Drive Systems

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Slide 19

Slide 20

REVIEW slides 19 and 20 and discuss main points of a chain drive system.

APPLICATION FEEDBACK: now that we have discussed a little about the chain drive system, have the participants answer the following questions.

ASK the participants to describe what determines the speed of the drive system.

Chain Drive Systems

What determines the speed of the drive system?

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Instructor’s Notes

Slide 21

REVIEW slide 21 and discuss the main drive chain..

ASK the participants to Describe the proper steps in tightening the main drive chain.

Main Drive Chain

Describe the proper steps in tightening the main drive chain:

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Instructor’s Notes

Slide 22

Slide 24

REVIEW slide 22 to 24 and discuss the proper preventative maintenance of a gear drive system.

APPLICATION FEEDBACK: now that we have discussed a little about the Gear drive system, have the participants answer the following questions.

ASK what is the desired output speed of a gear drive system?

Gear Drive Systems

What is the desired output speed of a Gear Drive System?

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Instructor’s Notes

Slide 25

REVIEW slide 25 and summarize the module.

EVALUATION and CLOSURE: Recap the main points of the module before moving on to the next topic within this course.

ASK the participants if they have any outstanding questions on what was presented.

Summary