IM 240B HC 4904 Installation Manual

User Manual: IM-240B-HC-4904

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HTC/Flex Coupling Assembly HC-4904
Installation and Maintenance Instructions

Riverhawk Document Number IM-240
Revision B

Document No. IM-240

Created: 10/08/09 DML
Rev: B
2/15/12 DML

Contents:
Section
1.0
1.1
1.2
1.3
1.4
2.0
2.1
2.2
2.3
2.4
3.0
3.1
3.2
4.0
4.1
4.2
5.0

Description
General Description
Warnings and Cautions
Tools and Hardware Required
Reference Documents
General Installation Procedure
Hydraulic Torque Clamp (HTC) and Hub Assembly Installation
Hub Shaft Inspection
Cleaning
Mounting HTC on Hub
Mounting The HTC/Hub Assembly on The Shaft
Flexible Coupling Installation
Diaphragm Pack Installation
Spacer Tube Installation
Ameriflex Coupling Removal
Removal of the Spacer Tube
Diaphragm Pack Removal
Removal of the HTC/Hub Assembly

Appendices (Reference only - Check for Current Revision)
A
B
C
D
E

HC-4904
DB-413860
GT-4604
MP-2349 or MP-4910
Form. No. 367-SH

HTC/Flex Coupling Assembly Drawing
Ameriflex Coupling Drawing
Installation and Removal Kit
Hydraulic Pump and Hose Kit
High Performance Couplings
Installation and Maintenance Manual

2 of 21

Riverhawk Company
Ameridrives International
Riverhawk Company
Riverhawk Company
Ameridrives International

Document No. IM-240

Created: 10/08/09 DML
Rev: B
2/15/12 DML

1.0 General Description
This unit consists of an Ameriflex® high performance flexible coupling with a Riverhawk Hydraulic Torque
Coupler and hub on each end to interface with the customer shaft.
The Hydraulic Torque Coupler (HTC) connects the hub to the shaft. It accomplishes this by squeezing the
hub OD with very high pressure. This pressure forces the hub to squeeze down onto the shaft producing a
tight fit. Squeeze is produced when hydraulic pressure is applied. This separates the piston and cylinder of
the HTC. As these rings separate, they ride up the slopes of the collet generating interference. Figure 1a
shows the hub mounted on the shaft using an HTC. Prior to assembly, the hub and shaft have been
machined to produce a keyless, cylindrical slip fit.

3 of 21

VENT PLUG (2)

FIGURE 1a - HTC/Hub Assembly Cross Section

The Ameriflex® flexible coupling consists of two flanged flexible diaphragm sub assemblies and a flanged spacer
tube. It also includes all of the applicable hardware. Consult Ameridrives Manual Form No. 367-SH for a complete
description of the coupling assembly.

FIGURE 1b: Ameriflex® Coupling Assembly
1.1 Warnings & Cautions
Below is a list of warnings and cautions. Be sure to heed the warnings and cautions as they apply to each step of
assembly and disassembly.
Caution: Possible equipment damage. Do not put excessive torque on the hydraulic port adapter. Do not pull on
hydraulic port adapter (See Figure 4).
Caution: DO NOT use the “MAX GAP” listed on drawing HC-4904. This is a limit value, Do Not Exceed it.
Warning: Crush hazard, Keep fingers and objects out of the gap when releasing pressure.
Caution: Watch three things while applying hydraulic pressure.
¾ First: watch the gap. Stop pumping if it exceeds the “MAX GAP” stated on the drawing.
¾ Second: Do Not apply more than 8,000 psi.
¾ Third: retract all screws completely. Make sure that all set screws are fully retracted before releasing the
pressure.
1.2 Tools and Hardware Required
The following are tools required to install, operate, and remove HC-4904.

Part Number
MP-4910

GT-4604*

Description
Hydraulic pump and hose kit capable of 8,000 psi. (Riverhawk
supplies pumps designed to simplify HTC operation)
Set of inch hex keys
Dial caliper (or Gap Tool Below)
Oil Drain Pan
Set of Inch Combination Wrenches
(2) Dial Indicators

Installation and Removal Kit includes:
7500485 Gap Tool, HTC
2001992 3/8-24 Hydraulic Port Adapter Fitting
2001299 3/8-24 Hydraulic Plug

Installation
x

Removal
x

x
x
x
x
x

x
x
x

x
x

* GT-4604 may be supplied by itself, or individual items may be included with coupling HC-4904
1.3 Reference Documents
Please obtain and read carefully the latest revision of the following documents before proceeding with installation.
Document Number
IM - 240
HC-4904
DB-413860
Form. No. 367-SH

Title
HTC/Flex Coupling Assembly HC-4291 Installation
and Maintenance Instructions
HTC/Flex Coupling Assembly Drawing
Ameriflex Coupling Drawing
High Performance Couplings Installation and
Maintenance Manual

Source
Riverhawk Company
Riverhawk Company
Ameridrives International
Ameridrives International

1.4 General Installation Procedure
Below is a very abbreviated summary on the installation of the HC-4904. Also noted is the section of this manual in
which you will find more detailed descriptions and diagrams. Be sure to read these instructions completely before
proceeding with installation.
1.4.1
1.4.2
1.4.3
1.4.4
1.4.5

Align the machinery shafts and set the Distance Between Shaft Ends to be 30.00 +/- .0625 inches.
Install both Hydraulic Torque Couplers (HTC) on to Hubs - See section 2.0 of this manual
Install both HTC/Hub Assemblies onto the Shafts - See section 2.4 of this manual
Install the Diaphragm packs onto the hubs- See section 3.1 of this manual
Install the coupling spacer tube- See section 3.2 of this manual

2.0 HTC/Hub Assembly Installation
This section of the manual covers how to install the HTC onto the hub and then the HTC/hub assembly onto the
shaft.
2.1 Hub and Shaft Inspection
Inspect the hub and shaft to assure that they have been machined to the proper tolerances.
The HTC should slide onto the hub with a sliding or light press fit. The hub should fit the shaft in the same manner.
Remove any burrs or proud metal that could interfere using a white India Stone.
2.2 Cleaning
The hub OD, ID and the shaft OD must be smooth and free of debris. Clean using a solvent that leaves no residue
such as acetone. Cleaning of these surfaces is especially important because contamination can make the surfaces
slippery and cause the surfaces to slip prematurely during operation. Take special care to remove any thick oils or
waxes using a solvent.
2.3 Mount HTC on Hub.
Usually you will receive the HTC and Hub already assembled together. If the HTC and hub are already assembled
go to Section 2.3.3. If they are not together, assemble them as follows. Note the HTC and Hub have been factory
balanced as an assembly. Each is marked with a part number similar to 7500472-X where X is the serial number.
The serial number on the hub must match the serial number on the HTC in order to ensure proper balance.
2.3.1 Remove the vent plugs (see Figure 1a). Tighten the retraction screws to 10-15 ft-lbs. Be sure the gap is
closed (see Figure 2a).
2.3.2 Put the hub face down on a table. Align the match marks on the collet, Hub, and HTC to as shown in Figure
2a to ensure proper balance. Slide the HTC onto it until stop as shown in Figure 2b. Be sure to slide the HTC onto
the hub evenly as there may be a slight interference fit. Always push on the collet , not on the HTC when sliding the
HTC on hub.

Figure 2a

Figure 2b

2.3.3 Remove the retraction screws.
2.3.4 Verify that the match marks are properly aligned as in Figure 2b.
2.3.5 If the HTC is loose on the hub, lightly hand tighten the socket head set screws (retention screws) just until
the HTC will no longer rotate on the hub. This will allow you to handle the assembly without the match marks
becoming misaligned. Note - if you over tighten these screws the assembly will not fit onto the shaft.
2.3.6 Again verify the match marks are aligned as in Figure 2b.

2.4

Mounting the HTC/Hub Assembly on the shaft

2.4.1 Gently slide the hub onto the shaft until the face of the shaft is flush with the face of the flange.

Figure 3. Shaft Assembly Cross-section
2.4.2 Verify all (8) retraction screws have been fully removed.
2.4.3 Turn the HTC/Hub assembly so that the hydraulic ports are at the 12 and 6 o'clock positions. This will
facilitate draining of the oil in latter steps. Remove vent plugs from both ports if not already done.

2.4.4 Thread the Hydraulic Port Adapter fitting ( Riverhawk PN 2001992) into one of the hydraulic ports on the HTC
as shown in Figure 4.

Figure 4
2.4.5 Thread a Hydraulic Plug 2001299 into the other hydraulic port located 180° from the Port Adapter Fitting.
2.4.6 Attach Riverhawk pump kit MP-4910, or MP-2349, or equivalent to the Port Adapter Fitting.
2.4.7 Slowly apply hydraulic pressure and stop the pump when the hub will no longer turn on the shaft by hand.
This is known as the "first grip" position and is important for correctly setting the HTC. Note and record the pump
pressure setting at this first grip possition.
2.4.8 Release the pump pressure to move freely on the shaft end again.
2.4.9 Re-position the hub on the shaft end in the correct position for proper alignment.
2.4.10 Slowly pump to apply hydraulic pressure and stop when the first grip pressure setting last noted is achieved.
Maintain this position by holding the hydraulic pressure for the next step.
2.4.11 The proper setting of the HTC is accomplished by the separation or gap between the two halves of the clamp
(see Figure 1). A special Gap Tool (Riverhawk PN 7500485) has been provided to facilitate this setting. Be sure you
maintain the First Grip Position from the previous step until the tool is in place. Thread the gap tool into one of the
retraction screw holes until the outer sleeve aligns with the first scribe line on the rod (see Figure 5a). The tool is
spring loaded so you will need to push and turn in order to start the thread.

Figure 5a - Setting Initial Grip Position

Figure 5b - Setting Final Position

2.4.12 Apply more hydraulic pressure. The HTC halves will separate causing the outer sleeve of the tool to move
towards the second scribe line on the rod. When the outer sleeve is aligned with the second scribe line as shown in
figure 5b, stop the hydraulic pump while holding pressure. This is the final position of the clamp. Hold hydraulic
pressure here for the next step.
Note: The Gap Tool is supplied so that proper gap on the HTC can be set through the hub flange. In the event that
the gap tool is unavailable, the actual gap can be measured with gage pins or a caliper. Measure the Gap for the
"First Grip Position" in step 2.4.7 above. Add 0.231 inches to that measurement to calculate the Total Required Gap.
Apply hydraulic pressure while monitoring the gap until the measurement is equal to the Total Required Gap.
2.4.13 Tighten the eight retention screws (socket head set screws) hand tight with a hex wrench. The screws are
accessed through the flange face as shown in Figure 5b.
2.4.14 Release the hydraulic pressure from the pump.
2.4.15 Remove the gap setting tool
2.4.16 Place a drain pan under the HTC and remove the hydraulic plug and then the adapter fitting. Allow hydraulic
oil to drain from the HTC. Blow compressed air (100 psi max) into the top port to fully drain the oil. Failure use
compressed air to blow out oil will leave residual oil in the clamp and may cause problems with the balance of the
unit.
2.4.17 The retraction screws, hydraulic plugs, adapter fitting, and gap tool will be required for future removal and
installation of the clamp. Store them where they will not be lost.
2.4.18 Place vent plugs 2002429 in both hydraulic ports after all oil is drained (see Figure 1a).

3.0 Flexible Coupling and Spacer Tube Installation
The instructions given in this section for installation of the Flexible Coupling and spacer tube are summarized from
Ameridrives manual Form No 367-SH (see Appendix A) sections 3.0 through 4.0. It is imperative that the user
consult the Ameridrives manual before attempting installation or removal of HC-4904 as it contains important notes
and information that will not be repeated here. In the event of conflicting information, Form No 367-SH supersedes
this document.
3.1

Diaphragm Pack Installation

3.1.1 Disassemble the coupling by removing all bolts from the flange interfaces. Use the jacking holes in the spacer
tube flange to separate the spacer tube from the diaphragm pack flange (Reference Form 367-SH, section 4.5.1.1)
3.1.2 Clean exposed surfaces with a clean rag dampened with cleaning solvent to remove the protective coating
from the diaphragm surfaces. (Reference Form 367-SH, section 4.5.1.2). Inspect all pilots and remove any debris,
nicks, dents, or other damage.
3.1.3 Verify the Distance Between Shaft ends to be 30.00 inches.
3.1.4 Install one of the diaphragm packs onto the hub as shown in Figure 6 using Qty(4) supplied bolts and nuts
spaced 90 degrees apart. Be sure the 1/4"-28 jacking tap holes in the diaphragm pack do not line up with any holes
in the HTC hub flange. "V" marks may be located on the hub and diaphragm pack rims as an aid (see Figure 6).
Aligning the V marks, although not required, will ensure the jacking taps are in the correct position. Tighten the
bolts in a criss-cross pattern to seat the pilot. (Reference Form 367-SH, section 4.5.1.3)
3.1.5 Install the remaining bolts and torque evenly in a criss-cross pattern to 250 in-lb of torque (Reference Form
367-SH, section 4.5.1.5).

"V" MARKINGS

Figure 6 - Diaphragm Pack Installation
3.1.6 Repeat Section 3.1 for the opposite shaft

3.2

Spacer Tube Installation

3.2.1 Loosen the shipping screw jam nut and the shipping screws. Use (2) dial indicators placed 180° apart to
measure deflection between the outer flange of the diaphragm pack and the coupling guard as shown in Figure 7.
Tighten the shipping screws to draw up (or compress) the diaphragm pack .070 inches on each of the dial
indicators.
Caution - Do not exceed 0.070 inches draw up. Exceeding .070 inches may damage the diaphragm
pack. The use of jacking screws other than those shipped with the unit may damage the diaphragm
pack and cause coupling failure.

Figure 7 - "Drawing up" the Diaphragm Pack Subassembly
3.2.2 Remove the dial indicators and repeat last step for the other shaft end.
3.2.3 Position and support the spacer tube between the diaphragm packs. Align the match marks and identification
letters at each end. Rotation of the shafts may be required to align the match marks.
Warning - Failure to align match marks and end identification letters may result in improper balance
3.2.4 Loosely install four bolts and nuts spaced 90° apart on each end. Do not tighten or seat the pilots yet.
3.2.5 Loosen and remove the shipping hardware. Do not discard - Save for future coupling removal and
installation.
3.2.6 Tighten the four bolts evenly in a criss-cross pattern to seat the pilots. Repeat on opposite shaft end.
3.2.7 Install all remaining spacer bolts and nuts and torque evenly in a criss-cross pattern to 125 in-lb.
4.0 Ameriflex® Coupling Removal
This section covers the basic steps for removal of the Ameriflex® Spacer Tube and diaphragm pack assemblies.
Before attempting to remove the coupling the user should obtain the latest revision of Ameridrives Manual Form No.
376-SH section 4.7.
4.1

Removal of the Spacer Tube

4.1.1 Loosely install the shipping hardware. Note - the shipping screws and mating tapped holes are color coded at
the factory to identify the proper screw length.
Caution - Only use the original shipping screws supplied with the coupling or exact replacements. Use
of an incorrect screw may damage the diaphragm and cause equipment failure.
4.1.2 Remove the spacer tube flange bolts and nuts on one side of the spacer tube (see Figure 1b).
4.1.3 Support the spacer tube and use the tapped jacking holes in the spacer tube flange to compress the
diaphragm pack and separate the pilot to obtain a clearance of .005 to .010 inches.
4.1.4 Tighten the shipping hardware to retain the compression of the coupling.
4.1.5 Repeat section 4.1.1 through 4.1.4 for the other end of the spacer tube. Remove the jacking screws.
4.1.6 Remove the spacer tube.
4.2

Diaphragm Pack Removal

Two methods are available for diaphragm pack removal - using jacking holes in the diaphragm pack, or use of
removal tool.
4.2.1 Jacking Holes:
4.2.1.1 Remove all of the diaphragm subassembly flange bolts and screws.
4.2.1.2 Loosen the shipping screws completely and retighten them hand tight. Tighten the jam nut on the shipping
screws so that the diaphragm is unable to flex.
4.2.1.3 Four jacking holes, 0.25"-12 thread, are located in the flange of the diaphragm assembly. Insert 0.25"-12
bolt/screws in each jacking hole, and tighten by hand until the end contacts the hub face.
4.2.1.4 Using the proper wrench/tool, tighten each bolt, against the hub face. Turn only a small amount, and then
move to the opposite hole for turning.
4.2.1.5 Move in a criss-cross pattern turning the bolt a small amount each time to avoid cocking of the diaphragm
pack.
4.2.1.6 Continue until the diaphragm pack is free from the hub. Remove jacking bolts from the diaphragm pack.
4.2.2 Removal Tool:
4.2.2.1 Remove all of the diaphragm subassembly flange bolts and screws.
4.2.2.2 Loosen the shipping screws completely and retighten them hand tight. Tighten the jam nut on the shipping
screws so that the diaphragm is unable to flex.
4.2.2.3 A removal tool is sometimes provided with the coupling that allows the pilots to be separated from the
flange end. Place the tool as shown in Figure 8. If the 1/2 inch hex bolts contact the shaft before the disc contacts
the flange face, loosen the 1/2 inch bolts.
4.2.2.4 Install (4) of the flange bolts that were previously removed to secure the tool. See Figure 8.

4.2.2.5 Support the diaphragm pack assembly so that when it separates from the hub it does not fall and become
damaged.
4.2.2.6 Tighten the 1/2 inch hex bolts until they both contact the shaft. Tighten each bolt one half turn alternating
between the two until the diaphragm assembly is free from the hub.
4.2.2.7 Remove the (4) flange bolts and remove the tool from the diaphragm pack assembly.
4.2.2.8 Repeat the steps above for the other diaphragm pack assembly.

FIGURE 8: Use of the Diaphragm Removal Tool

5.0 Removal of HTC/Hub Assembly
This section explains how to remove the HTC/Hub assemblies from the shafts.
5.1 Remove vent plugs from both hydraulic ports.
5.2 Install the hydraulic adapter in one port as in Figure 4.
5.3 Install one hydraulic plug in the opposite port on the HTC.
5.4 Connect the hydraulic pump and slowly apply pressure while attempting to loosen one of the retention set
screws. The retention set screws are accessed thru the face of the flange as shown in Figure 5b. As soon as the
screw is free to rotate stop the pump.
Caution - Over stroking the HTC will cause damage to it. Stop increasing pressure the moment the
retention screws are free to turn. Do not, under any circumstances, exceed 8,000 psi hydraulic
pressure. Normal pressure required ranges from 4,000 - 5,000 psi.
5.5 Remove all of the retaining screws (8). Save retaining screws for future use. Do not mix with retaining screws
from other units. Screws are weight matched in sets of (8) for proper balance.
5.6 Release the hydraulic pressure. Allow a 20 seconds or more for the clamp to close and oil to drain back into the
pump. The HTC/Hub assembly should now be loose on the shaft.
Warning: Crush hazard, Keep fingers and objects out of the gap when releasing pressure.
Caution: Watch while pumping.
¾ Do Not apply more than 8,000 psi.
¾ Make sure that all set screws are fully retracted before releasing the pressure.
5.7 If the hub does not slide easily on the shaft, the HTC may not be fully closed. Make sure the retention screws
are completely loosened. Install the (8) retraction screws (see Figure 1). Tighten the retraction screws to 10 ft-lbs.
The retraction screws will draw the clamp closed and loosen the hub on the shaft.
5.8 You may partially activate the clamp for the purpose of lifting the hub/HTC assembly without the hub sliding off.
Remove the retraction screws. Re-install and tighten the retention screws evenly using only hand torque. This will
partially open the gap and cause the HTC to grip only the hub, not the shaft, so it won't slide off the hub during
lifting and handling.
5.9 Remove hydraulic connections, plug, and adapter fitting. Catch any residual hydraulic fluid with a drain pan or
rag. Add vent plugs back into both hydraulic ports.
5.10 Carefully slide the hub assembly off the shaft.
5.11 Repeat the procedure above for the other shaft end.

Appendix A - HC4904 Installation Drawing

Appendix B - Ameriflex Coupling Drawing

Appendix C - HTC Installation and Removal Tools GT-4604

Appendix D - Hydraulic Pump and Hose Kit MP-2349

Appendix E - Ameriflex® High Performance Couplings
Installation And Maintenance Manual

Form. No. 367-SH, 6/00

Ameriflex Installation and Maintenance Manual
TABLE OF CONTENTS
SECTION

TITLE

PAGE

Introduction..........................................................................................:

Description of Terminology...................................................................:

General Information..............................................................................:

Coupling Installation and Removal........................................................:

Overspeed Test / Solo Operation............................................................:

Maintenance..........................................................................................:

Field Service..........................................................................................:

Ordering Information.............................................................................:

WARNING
ACCIDENTS INVOLVING ROTATING EQUIPMENT MAY RESULT IN LOSS OF LIFE,
SERIOUS BODILY INJURY OR PROPERTY DAMAGE. THE PURCHASER OF THIS
EQUIPMENT MUST ASSURE THAT THE EQUIPMENT IS PROPERLY ASSEMBLED,
INSTALLED, SHIELDED, OPERATED AND MAINTAINED. THIS EQUIPMENT MUST NOT
BE OPERATED AT CONDITIONS THAT EXCEED MANUFACTURER’S SPECIFICATIONS.
PURCHASER MUST FOLLOW ALL FEDERAL, STATE AND LOCAL LAWS AND
REGULATIONS COVERING THE SAFE OPERATION AND MAINTENANCE OF THE
EQUIPMENT, INCLUDING, WITHOUT LIMITATION, THE USDOL-OSHA
“LOCKOUT/TAGOUT” PROCEDURE SET FORTH IN 29 CFR 1910.147.
IT IS THE PURCHASERS RESPONSIBILITY TO IMPLEMENT AND FOLLOW ITS OWN
SAFETY, MAINTENANCE, AND EMPLOYEE TRAINING PROGRAM REGARDING THE
SAFE AND PROPER OPERATION AND MAINTENANCE OF THE EQUIPMENT.

NOTE: THIS DOCUMENT SUPERSEDES IM3-001, IM3-005, IM3-006, IM3-008, IM3-010, AND
IM3-014.
2
1997 Ameridrives International

Reg. TM U.S. Pat. and T.M.
Off.

INTRODUCTION
This Installation Manual is intended to be used as a guide for the installation and maintenance of
Ameriflex diaphragm couplings. For specific operating capacities and coupling data, refer to the
Ameridrives Sales Drawing. The Sales Drawing Number along with other important information
has been electro-etched on the coupling spacer at the factory.

DESCRIPTION OF TERMINOLOGY
This section is intended to assist anyone not familiar with the terms used to describe the components
of an Ameriflex coupling. Refer to the following Figures for the coupling type specified on the
Ameridrives Sales Drawing. These Figures identify components and terms referred to in this
manual.
Figure 2-1 Components and terms described are common to both the Reduced Ratio (RR) and the
High Performance (HP) series couplings.
Figure 2-2 RR and HP Diaphragm Pack Sub-Assemblies.
Figure 2-3 Reduced Moment (RM) series coupling.
Figure 2-4 RM Diaphragm Pack Sub-Assembly.
Figure 2-5 Components and terms described are common to both the Reduced Ratio Short (RS) and
the High Performance Short (HP Short) design couplings.
Figure 2-6 RS and High Performance Short Diaphragm Pack Sub-Assemblies.
Figure 2-7 Split series Ameriflex coupling (i.e., RR/RM).
Split series couplings are used when application requirements can not be met with a single series
coupling (i.e., envelope limitations, over-hung moment requirements, etc.). When this style of
coupling is used, the appropriate sections of this manual should be used for the different ends of the
coupling.

Diaphragm Pack
Sub-Assembly

Hub

Spacer Bolts
and Nuts

Shim Set

O.D. Bolts
and Nuts

BSE
A A

B B

COUPLING
DATA

Tapped Jacking Holes

Matchmarks
End ID Letters

Shipping Hardware

Serial Number

Spacer

Field Balance Holes

RR Coupling
Figure 2-1

Diaphragm Pack
Guard

Guard

Diaphragm Pack

Splined Adapter

RR Sub-Assembly

HP Sub-Assembly
Figure 2-2

Heli-Coil Insert
Diaphragm Pack
Sub-Assembly

Spacer

Shim Set
O.D. Bolts

Spacer Bolts
and Nuts

BSE
A A

COUPLING
DATA

Tapped Jacking Holes
Shipping Hardware
Tapped Jacking
Holes

Matchmarks
End ID Letters

Serial Number

Field Balance Holes

RM Coupling
Figure 2-3

Guard

Diaphragm Pack
Pack Adapter

Hub

RM Sub-Assembly
Figure 2-4
5

Hub

Diaphragm Pack
Sub-Assembly

Spacer Ring

Shim Set

Heli-Coil Insert

O.D. Bolts

BSE
A A

B B

COUPLING
DATA

Matchmarks
End ID Letters

Serial Number

Shipping Hardware
(Turnbuckle)

Tapped Jacking Holes
Field Balance Holes

S Coupling
Figure 2-5

Guard

Shaft

Diaphragm Pack

R
S Sub-Assembly
Guard

Shaft

Diaphragm Pack

HP Short Sub-Assembly
Figure 2-6
6

Heli-Coil Insert
Shim Set
Hub

Diaphragm Pack
Sub-Assembly

O.D. Bolts

Spacer Bolts
and Nuts

BSE
A

COUPLING
DATA

Matchmarks
End ID Letters

Spacer

Field Balance Holes

Shipping Hardware

Tapped Jacking Holes

Shipping Hardware

Field Balance Holes

Tapped Jacking
Holes

Serial Number

Split Series Ameriflex Coupling (RR/RM)
Figure 2-7
3.

GENERAL INFORMATION
Ameriflex couplings are shipped from the factory assembled with one shim set installed and a
minimal number of bolts and nuts in each flange. The remaining shim set and fasteners are shipped
in the same crate as the coupling.
As soon as possible after receipt of a new Ameriflex coupling, check for damaged or missing parts.
The "List of Materials" on the Ameridrives Sales Drawing should be used as a check list when
taking inventory of the coupling parts.
Refer to the Ameridrives Sales Drawing for recommended spare parts and part interchangeability.
Each coupling is assigned a unique Serial Number at the factory. The Serial Number is etched on all
major components of the coupling assembly. This number should be referenced whenever contacting
the factory with any questions or problems. Refer to the Ameridrives Sales Drawing for serial
number locations.
The end identification letters and matchmarks are marked on each mating flange and should be
aligned at assembly to assure proper assembly and balance (all "A's" in line on one end and all "B's"
in line on the other end).
Shipping hardware is provided to rigidize the coupling during shipping and handling and to prevent
the coupling from being damaged. The shipping hardware is also used to compress the diaphragm
packs during installation and removal of the coupling.

The standard bolt is a 12-point external wrenching design. The equivalent strength Grade C allmetal prevailing torque hex locknuts should retain their locking feature after being tightened and
loosened up to 5 times. The bolts and nuts are provided in weigh balanced sets as to size, length and
weight. This allows any OD bolt to be placed in any OD hole and any OD nut to be placed on any
OD bolt, similarly with the spacer bolts and nuts. Replacement fastener sets are also weigh balanced
and are intended to be replaced in sets. These sets can not be interchanged with individual fasteners
from a similar set or coupling.
Heli-coil inserts are used on all RM and RS designs since 1993. These inserts have a locking feature
design which complies with MIL-I-8846. Heli-coil inserts should be reusable for up to 15 times.
Tapped holes located in the hub or spacer flanges provide a location for field trim balance weights
and are provided upon request. These series of holes are drilled and tapped in the axial direction
between the OD bolt holes on the hub or between the spacer bolt holes on the spacer.
Tapped jacking holes are provided (typically four) at every flange interface to allow for uniform
disengagement of the pilot. The thread size used is that of a bolt that is provided with the coupling,
usually an OD bolt or spacer bolt or in some cases the shipping hardware. .
CAUTION:

STEEL STAMPING OF THE COUPLING SURFACE MAY WEAKEN THE
COUPLING AND CREATE A STRESS RISER THAT COULD
ULTIMATELY LEAD TO COUPLING FAILURE.

COUPLING INSTALLATION
This manual is intended as a general guide only. Check with the equipment manufacturer for special
instructions and recommended procedures. In the event of a conflict between the Sales Drawing and
this manual, follow the Sales Drawing or call Ameridrives Customer Service.
Prior to installation, check that the following items are on hand:
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
K.
4.1

A print of the Ameridrives Sales Drawing.
A copy of the drive and driven equipment manufacturer installation manual.
All coupling components (Reference the Ameridrives Sales Drawing for quantities).
Hub installation tooling (if required).
Suitable means to uniformly heat the hubs, i.e., electric oven, induction heater, or both
etc. (if required). Heating with a torch is not recommended.
Alignment equipment.
Measuring instruments.
Torque wrench.
C-clamps.
Miscellaneous hand tools.
Ameridrives Customer Service Telephone Number (814) 871-6150.

PRE-INSTALLATION PROCEDURE
4.1.1 Thoroughly clean and prepare the shaft ends. Remove any raised metal, nicks, burrs,
dents, gouges, etc., prior to coupling installation.

4.1.2 Disassemble the coupling by removing all bolts and nuts from the OD and spacer
flanges (do not remove any heli-coils). Using the tapped jacking holes provided in the
hubs, spacer rings, or flange adapters, remove the hubs, spacer rings, or flange adapters
from the OD of the RR/HP/RS/HP Short diaphragm pack sub-assemblies. Remove the
RM diaphragm pack sub-assemblies from the pack adapters using the tapped jacking
holes provided in the pack adapter. Remove the RR/HP sub-assemblies, or RM pack
adapters from each end of the spacer using the tapped jacking holes provided.
CAUTION: ANY SCRATCH, DENT, OR ANY OTHER MARK ON THE
DIAPHRAGM SURFACE MAY CAUSE COUPLING FAILURE.
4.1.3 Thoroughly clean the exposed surfaces of all components, hubs, flange adapters, spacer
rings, sub-assemblies, and spacer to remove the protective coating applied at the factory.
Do not immerse the diaphragm pack sub-assemblies in cleaning solvent. Use a damp
cloth to wipe clean the protective coating from the exposed surfaces.
CAUTION: DO NOT IMMERSE THE DIAPHRAGM PACK SUBASSEMBLIES IN CLEANING SOLVENT OR ANY OTHER
ABRASIVE CLEANER. THIS MAY CAUSE DETERIORATION
OF THE DIAPHRAGM SURFACE AND MAY LEAD TO
COUPLING FAILURE.
ONLY USE A CLEAN CLOTH DAMPENED WITH A CLEANING
SOLVENT TO WIPE THE PROTECTIVE COATING FROM THE
EXPOSED DIAPHRAGM SURFACES.
4.1.4 Set the distance between the shaft ends (BSE) to the dimension shown on the
Ameridrives Sales Drawing. The between shaft end dimension (Figure 4-1) is the
distance between the very ends of the drive and driven equipment shafts. In the case of
a flanged connection it is the distance to the face at the bolt circle diameter.

Straight Keyed

Tapered Hydraulic

BSE

Flanged Shaft

Tapered Keyed

BSE

Between Shaft Ends
Figure 4-1

4.2 HUB MOUNTING PROCEDURE
4.2.1 Straight Bore with Keyway(s)
CAUTION: AMERIDRIVES MANUFACTURED THE COUPLING
INTERFACE BASED ON THE SHAFT DATA SUPPLIED BY THE
PURCHASER. AMERIDRIVES IS NOT RESPONSIBLE FOR
INACCURATE OR INCOMPLETE INFORMATION SUPPLIED
BY THE PURCHASER.
IT IS THE PURCHASERS RESPONSIBILITY TO ASSURE THAT
THE INTERFACE CONNECTIONS (FLANGES, BOLTS, KEYS,
HYDRAULIC FITS, ETC.) BETWEEN THE COUPLING AND THE
CONNECTED EQUIPMENT ARE CAPABLE OF HANDLING
THE ANTICIPATED LOADS.
4.2.1.1 Measure the shaft diameter and the bore diameter to determine the interference
fit. If the measured interference differs from the value on the Ameridrives Sales
Drawing, contact Ameridrives Customer Service or the equipment manufacturer.
4.2.1.2 Verify that the engagement length between the bore and shaft is correct.
4.2.1.3 Check the key(s) and keyway(s) for proper fit. Key(s) should be fitted to the
keyway(s) to minimize their effect on balance. Refer to AGMA-9002-A86 or
other industry standard for recommended key fits.
4.2.1.4 Install the key(s) into the shaft and measure the shaft to key or key to key
dimension. Compare this measurement with the measurement of the bore to
keyway or keyway to keyway dimension of the hub to assure proper fit. If an
interference exists between key(s), and hub, correct the situation or contact the
equipment manufacturer or Ameridrives Customer Service.
4.2.1.5 Expand the bore with a uniform heat source (oven, induction heater, etc.) taking
care not to exceed 550° F (288° C). The following equations will help determine
the temperature required to expand the bore to install the hub onto the shaft.
BORE EXPANSION:
E
e
B
b
T

=
=
=
=
=

BORE EXPANSION (IN.)
BORE EXPANSION (MM)
BORE DIAMETER (IN.)
BORE DIAMETER (MM)
TEMPERATURE RISE
ABOVE AMBIENT (° F)
TEMPERATURE RISE
ABOVE AMBIENT (° C)

E
B×.0000064
e
b ×.0000115

4.2.1.6 Position the hub and key as shown on the Ameridrives Sales Drawing, typically
flush with the shaft end (see Figure 4-2).

Key

Incorrect

Correct

Key Extended

Key Recessed

Key Flush

Hub and Key Position on Shaft
Figure 4-2
4.2.2 Tapered Bore With Keyway(s)
CAUTION: AMERIDRIVES MANUFACTURED THE COUPLING
INTERFACE BASED ON THE SHAFT DATA SUPPLIED BY THE
PURCHASER. AMERIDRIVES IS NOT RESPONSIBLE FOR
INACCURATE OR INCOMPLETE INFORMATION SUPPLIED
BY THE PURCHASER.
IT IS THE PURCHASERS RESPONSIBILITY TO ASSURE THAT
THE INTERFACE CONNECTIONS (FLANGES, BOLTS, KEYS,
HYDRAULIC FITS, ETC.) BETWEEN THE COUPLING AND THE
CONNECTED EQUIPMENT ARE CAPABLE OF HANDLING
THE ANTICIPATED LOADS.
4.2.2.1 Verify that the engagement length between the bore and tapered shaft end is
correct.
4.2.2.2 Check the key(s) and keyway(s) for proper fit. Key(s) should be fitted to the
keyway(s) to minimize their affect on balance. Refer to AGMA-9002-A86 or
other industry standard for recommended key fits.
4.2.2.3 Install the key(s) into the shaft and measure the shaft to key or key to key
dimension. Compare this measurement with the measurement of the bore to
keyway or keyway to keyway dimension of the hub to assure proper fit. If an
interference exists between key(s), and hub, correct the situation or contact the
equipment manufacturer or Ameridrives Customer Service.
4.2.2.4 With the key(s) installed in the shaft, perform a blue contact check between the
bore and tapered shaft end. Refer to the Ameridrives Sales Drawing for the
recommended contact area per API-671.
4.2.2.5 Remove the bluing from the shaft and bore.

4.2.2.6 Install the hub, hand tight, onto the shaft. Using feeler gages, install a positive
stop onto the shaft corresponding to the draw-up specified on the Ameridrives
Sales Drawing (see Figure 4-3).

Draw-up: Equal to Hub
Draw-up at Cold Installation

Stop Ring
Stop Ring Arrangement
Figure 4-3
4.2.2.7 Remove the hub from the shaft and expand the bore with a uniform heat source
(oven, induction heater, etc.) taking care not to exceed 550° F (288° C). The
following equations will help determine the temperature required to expand the
bore to install the hub on the shaft.
BORE EXPANSION:
E
e
B
b
T

=
=
=
=
=

BORE EXPANSION (IN.)
BORE EXPANSION (MM)
BORE DIAMETER (IN.)
BORE DIAMETER (MM)
TEMPERATURE RISE
ABOVE AMBIENT (° F)
TEMPERATURE RISE
ABOVE AMBIENT (° C)

E
B×.0000064
e
b ×.0000115

CAUTION: DO NOT EXCEED 550° F (288° C) DURING THE
HEATING OR INSTALLATION OF THE HUB.
EXCESSIVE HEAT MAY SOFTEN THE HUB AND
REDUCE THE STRENGTH OF THE STEEL. EXCESSIVE
HEAT MAY ALSO AFFECT THE PERFORMANCE
CHARACTERISTICS OF THE HUB.
4.2.2.8 Install the hub flush against the positive stop and install the shaft nut hand
tight to retain the hub in this position.
4.2.2.9 After the hub has cooled, tighten the shaft nut and lock it in place. Remove the
stop ring.

4.2.3 Hydraulic Bore
CAUTION: AMERIDRIVES MANUFACTURED THE COUPLING
INTERFACE BASED ON THE SHAFT DATA SUPPLIED BY THE
PURCHASER. AMERIDRIVES IS NOT RESPONSIBLE FOR
INACCURATE OR INCOMPLETE INFORMATION SUPPLIED
BY THE PURCHASER.
IT IS THE PURCHASERS RESPONSIBILITY TO ASSURE THAT
THE INTERFACE CONNECTIONS (FLANGES, BOLTS, KEYS,
HYDRAULIC FITS, ETC.) BETWEEN THE COUPLING AND THE
CONNECTED EQUIPMENT ARE CAPABLE OF HANDLING
THE ANTICIPATED LOADS.
4.2.3.1 Verify that the engagement length between the bore and tapered shaft end is
correct.
4.2.3.2 Without o-rings or back-up rings, perform a blue contact check between the
bore and the tapered shaft end. Refer to the Ameridrives Sales Drawing for the
recommended contact area.
4.2.3.3 Clean the bluing from the shaft and bore.
4.2.3.4 Install the hub, hand tight, onto the shaft without o- rings and back-up rings.
Using feeler gages, position a positive stop onto the shaft corresponding to the
draw-up dimension specified on the Ameridrives Sales Drawing (see Figure 44).
Draw-Up: Equal to Hub
Draw-Up at Cold Installation

Stop Ring

Stop Ring Arrangement
Figure 4-4
4.2.3.5 Lubricate the o-rings and back-up rings with hydraulic fluid or other light oil.
Install the o-rings and back-up rings into the hub and onto the shaft.

4.2.3.6 Mount the hub onto the shaft using a hydraulic mounting device until the hub
bottoms against the positive stop. Refer to AGMA 9003-A91 or other industry
standard for more information about hydraulic mounting (see Figure 4-5).
WARNING: DO NOT APPLY EXCESSIVE HYDRAULIC PRESSURE
DURING THE INSTALLATION OF THE HUB ON THE
SHAFT. ACCIDENTS RESULTING FROM THE
APPLICATION OF EXCESSIVE HYDRAULIC PRESSURE
COULD RESULT IN LOSS OF LIFE, SERIOUS BODILY
INJURY OR PROPERTY DAMAGE. THE APPLICATION
OF EXCESSIVE HYDRAULIC PRESSURE DURING HUB
INSTALLATION COULD FORCE THE HUB FROM THE
SHAFT, DESTROY SEALS, AND HYDRAULIC LINES,
AND/OR SPLIT THE HUB.

Low
Pressure
Gage

High
Pressure
Gage
Typical Hydraulic Mounting Arrangement
Figure 4-5
4.2.3.7 Heat mounting may also be used. However, if o-rings are used, care must be
taken not to exceed the maximum temperatures allowed by the o-ring
manufacturer. If o-rings are not used, do not exceed 550° F (288° C).
4.2.3.8 After a sufficient waiting period to allow the hydraulic oil to drain from the
interface (a minimum of one (1) to two (2) hours), remove the hydraulic
mounting equipment and stop ring. Install the shaft nut and lock it in place.
Adequate time must elapse before applying torque to the coupling to permit any
remaining trapped oil to drain.

4.2.4 FLANGE ADAPTERS
CAUTION: AMERIDRIVES MANUFACTURED THE COUPLING
INTERFACE BASED ON THE SHAFT DATA SUPPLIED BY THE
PURCHASER. AMERIDRIVES IS NOT RESPONSIBLE FOR
INACCURATE OR INCOMPLETE INFORMATION SUPPLIED
BY THE PURCHASER.
IT IS THE PURCHASERS RESPONSIBILITY TO ASSURE THAT
THE INTERFACE CONNECTIONS (FLANGES, BOLTS, KEYS,
HYDRAULIC FITS, ETC.) BETWEEN THE COUPLING AND THE
CONNECTED EQUIPMENT ARE CAPABLE OF HANDLING
THE ANTICIPATED LOADS.
4.2.4.1 Measure the mating pilots to verify the proper interference fit according to the
original equipment manufacturers recommendation.
4.2.4.2 Check both the equipment flange and the mating adapter flange. Remove any
dirt, dents, raised metal or any other condition that might prevent the mating
faces and pilot from seating properly.
4.2.4.3 Install a minimum of four (4) bolts approximately 90° apart through both
flanges and tighten the bolts evenly in a criss-cross pattern to seat the pilot.
Refer to the Ameridrives Sales Drawing for proper bolt and nut orientation and
also to check if the bolts are supplied by Ameridrives.
4.2.4.4 Install the remaining fasteners and torque all fasteners in a criss-cross pattern
to the value specified on the Ameridrives Sales Drawing. If the flange interface
fasteners are not supplied by Ameridrives, consult the fastener supplier for the
proper tightening torque.
4.3 ALIGNMENT
4.3.1 All Ameriflex couplings are designed to transmit 100% of the ratings stated on the
Ameridrives Sales Drawing for normal torque, axial and angular misalignment
simultaneously. However, if the exact amount of axial and angular movement from
"cold" to "hot" running condition is not known, we recommend not exceeding 25% of
the combined axial and angular capacities at installation.
4.3.2 All measurements taken during alignment should be made with the equipment shafts in
their normal running position (i.e., thrust bearings against their active faces, motor
rotors on their magnetic centers, etc.).
CAUTION: FAILURE TO TAKE MEASUREMENTS DURING ALIGNMENT
WITH THE EQUIPMENT SHAFTS IN THEIR NORMAL
RUNNING POSITION MAY RESULT IN COUPLING DAMAGE
OR FAILURE DUE TO OVER EXTENSION OR COMPRESSION
OF THE DIAPHRAGMS (SEE PARAGRAPH 4.3.2).
4.3.3 Equipment alignment should be accomplished in the manner specified by the equipment
manufacturer.
4.3.4 The Ameriflex coupling is capable of operating at 100% of the axial and angular
capacity stated on the Ameridrives Sales Drawing. If installed such that during normal
"hot" operation the axial and angular misalignments are at or near zero, the loads
induced by the coupling are further reduced, thereby increasing equipment bearing life.
15

4.4 MEASURING FOR INSTALLATION AND SETTING SHIM THICKNESS
Shims are provided to adjust the length of the coupling at installation to accommodate
variations in flange-to-flange dimensions ("I" dimension as shown in Figure 4-7 through 4-10)
within the limits specified on the Ameridrives sales drawing. The coupling spacer is
intentionally made short by the thickness of one shim set. This allows for flange-to-flange
adjustability equivalent to the thickness of one shim set in either direction. Two shim sets are
normally provided (see Figure 4-6). Refer to the Ameridrives Sales Drawing for location and
quantity of shims.

Solid
(Not used on Size 5 and 6)
Peelable Laminations

Pilot

Hub, Spacer Ring,
Flange Adapter,
or Pack Adapter

Shim Set

Diaphragm
Pack Assembly

Guard

Typical Shim Arrangement
Figure 4-6
NOTE: WORKSHEETS ARE PROVIDED IN THIS MANUAL FOR RECORDING
THE DIMENSIONS AND PERFORMING THE CALCULATIONS REQUIRED
TO DETERMINE THE PROPER THICKNESS OF SHIM REQUIRED
(REFERENCE PARAGRAPH 4.4.5). A SAMPLE HAS ALSO BEEN
INCLUDED FOR YOUR CONVENIENCE (REFERENCE PARAGRAPH 4.4.6).
WHEN A COMPLETE COUPLING IS SHIPPED FROM THE FACTORY,
THE "G" DIMENSION IS MEASURED AND RECORDED ON A TAG
ATTACHED TO THE COUPLING. SPARE COMPONENTS WILL NOT BE
MARKED IN THIS MANNER AND MUST BE MEASURED AS DESCRIBED
IN THIS SECTION.

4.4.1 RR and HP Series Couplings
"I"

C-clamp here

Supports

C-clamp here
Shim Set "S"

Shim Set "S"
"G"

Prestretch "P"

"F"

RR/HP Installation Measurements
Figure 4-7
4.4.1.1 Measure and record, on the worksheet in Paragraph 4.4.5, the installation
Length "I" (distance between mounted flange faces) at four (4) places
approximately 90° apart (see Figure 4-7).
4.4.1.2 Assemble the diaphragm pack sub-assemblies onto the spacer taking care to realign the matchmarks and end identification letters. Install a minimum of four
(4) bolts approximately 90° apart through each flange and tighten the bolts
evenly in a criss-cross pattern to seat the pilots. Support as shown in Figure 4-7.
4.4.1.3 Loosen the jam nuts on the shipping hardware and relax, but do not remove, the
cap screws on both sub-assemblies.
NOTE: DOUBLE CHECK TO ASSURE THAT THE SHIPPING
HARDWARE IS NOT COMPRESSING OR EXTENDING THE
DIAPHRAGM PACK SUBASSEMBLIES.
4.4.1.4 Measure and record, on the worksheet in Paragraph 4.4.5, the coupling free
length "G" (distance between diaphragm pack sub-assembly outer diaphragm
pack faces) at four (4) places approximately 90° apart. It is recommended that
C-clamps be used to compress the diaphragm pack at the location the
measurements are being taken (see Figure 4-7).
4.4.1.5 Refer to the Ameridrives Sales Drawing for one shim set thickness "S" and the
amount of pre-stretch "P". Record those values on the worksheet provided in
Paragraph 4.4.5.
4.4.1.6 Calculate the thickness of shim required using the worksheet in Paragraph 4.4.5.
4.4.1.7 Proceed to Paragraph 4.5.1.
17

4.4.2 RM Series Couplings
"I"
C-clamp here

C-clamp here

Shim Set "S"

Supports

Shim Set "S"

"G"

Prestretch "P"

"F"

RM Installation Measurements
Figure 4-8
4.4.2.1 Measure and record, on the worksheet in Paragraph 4.4.5, the installation
length "I" (distance between mounted diaphragm pack faces) at four (4) places
approximately 90° apart. It is recommended that C-clamps be used to compress
the diaphragm pack at the location the measurements are being taken (see
Figure 4-8).
4.4.2.2 Assemble the pack adapters onto the spacer taking care to re-align the
matchmarks and end identification letters. Install a minimum of four (4) bolts
approximately 90° apart through each flange and tighten the bolts evenly in a
criss-cross pattern to seat the pilots. Support as shown in Figure 4-8.
4.4.2.3 Measure and record, on the worksheet in Paragraph 4.4.5, the coupling free
length "G" (distance between pack adapter outer flange faces) at four (4) places
approximately 90° apart (see Figure 4-8).
4.4.2.4 Refer to the Ameridrives Sales Drawing for one shim set thickness "S" and the
amount to prestretch "P". Record these values on the work sheet provided in
Paragraph 4.4.5.
4.4.2.5 Calculate the thickness of shim required using the worksheet in Paragraph
4.4.5.
4.4.2.6 Proceed to Paragraph 4.5.2.

4.4.3 RS/HP Short Series Couplings.
"I"

Shim Set "S"

Supports
C-clamp here

C-clamp here
"G"

Prestretch "P"

"F"

RS/HP Short Installation Measurements
Figure 4-9
4.4.3.1 Measure and record , on the worksheet provided in Paragraph 4.4.5, the
installation length "I" (distance between mounted flange faces) at four (4)
places approximately 90° apart (see Figure 4-9).
4.4.3.2 Assemble the spacer rings, as shown on the Ameridrives Sales Drawing, onto
both ends of the diaphragm pack sub-assembly taking care to re-align the
matchmarks and end identification letters. Install a minimum of four (4) bolts
approximately 90° apart through each spacer ring and tighten the bolts evenly
in a crises- cross pattern to seat the pilots. On some size couplings the grip
length of the bolts is too long to allow seating of the pilots in this manner.
When this condition exists, a spacer plate, washers, shorter bolts, or C-clamps
(not supplied) may be required to seat the pilots. Support as shown in Figure 49).
NOTE: REFER TO THE AMERIDRIVES SALES DRAWING FOR
SPACER RING PILOT ORIENTATION.
4.4.3.3 Measure and record, on the worksheet in Paragraph 4.4.5, the coupling free
length "G" (distance between spacer ring outer flange faces) at four (4) places
approximately 90° apart. It is recommended that C-clamps be used to compress
the diaphragm pack at the location the measurements are being taken (see
Figure 4-9).
4.4.3.4 Refer to the Ameridrives Sales Drawing for one shim set thickness "S" and the
amount of prestretch "P". Record these values on the worksheet provided in
Paragraph 4.4.5.
4.4.3.5 Calculate the thickness of shim required using the worksheet in Paragraph
4.4.5.
4.4.3.6 Proceed to Paragraph 4.5.3.
19

4.4.4 Split Series Couplings (i.e., RR/RM)
"I"
C-clamp here

C-clamp here
Shim Set "S"

Supports

Shim Set "S"

"G"

Prestretch "P"

"F"

Split Series Installation Measurements
Figure 4-10
4.4.4.1 When installing and servicing a split series coupling, refer to the relative
section for each series involved. For example, an RR/RM coupling: refer to
Paragraphs 4.4.1, 4.5.1, and 4.7.1 for information relating to the RR end and
refer to Paragraphs 4.4.2, 4.5.2, and 4.7.2 for information relating to the RM
end (see Figure 4-10).

4.4.5 Work Sheet for Determining Shim Requirements
1. Installation Dimension "I". Measured four (4) places at 90° apart.
I1
I2
I3
I4
TOTAL

"I" =

4
2. Coupling Free Length "G". Measured four (4) places at 90° apart.
G1
G2
G3
G4
TOTAL

"G" =

4
3. Calculate the coupling installation length "F" by adding the following:
NOTE: Refer to the Installation
Section of the Ameridrives Sales
Drawing for Shim Set Thickness

"G"
+ "S"
+ "P"

"S" and Prestretch "P" Dimensions.
"F" =
4. Solve for "I" minus "F":
NOTE: Refer to the Installation
Section of the Ameridrives Sales
Drawing for Acceptable
Values for "I" minus "F".

"I"
- "F"

shim adjustment =
5. If "I" minus "F" is negative, remove that thickness of shim from the peelable shim of
one shim set and install only the remainder of that shim with the coupling. If "I"
minus "F" is positive, install that thickness of shim along with one full shim set with
the coupling. Refer to the Installation Section of the Ameridrives Sales Drawing for
the maximum allowable shim set thickness for each end of the coupling.
21

4.4.6 Sample Work Sheet for Determining Shim Requirements
1. Installation Dimension "I". Measured four (4) places at 90° apart.
I1

16.458 IN.

16.461 IN.

16.458 IN.

16.463 IN.

TOTAL

65.840 IN.
4

"I" =

16.460 IN.

2 Coupling Free Length "G". Measured four (4) places at 90° apart.
G1

16.289 IN.

16.237 IN.

16.294 IN.

16.224 IN.

TOTAL

65.044 IN.
4

"G" =

16.261 IN.

3. Calculate the coupling installation length "F" by adding the following:
NOTE: Refer to the Installation
Section of the Ameridrives Sales
Drawing for Shim Set Thickness
IN.
"S" and Prestretch "P" Dimensions.

"G"
+ "S"

16.261 IN.
.125 IN.
+ "P"
.035

"F" =

16.421 IN.

"I"
-"F"

16.460 IN.
16.421 IN.

4. Solve for "I" minus "F":
NOTE: Refer to the Installation
Section of the Ameridrives Sales
Drawing for Acceptable Values
for "I" Minus "F".

shim adjustment =

.039 IN.

5. "I" minus "F" equals positive .039 IN. so an additional shim .039 IN. thick along
with a full shim set (.125 IN. thick) is required.

4.5. SUB-ASSEMBLY AND SPACER MOUNTING
4.5.1 RR and HP Series Coupling
4.5.1.1 Separate the diaphragm pack sub-assemblies from the spacer using the tapped
jacking holes provided.
4.5.1.2 Inspect the mating flange faces and pilots. Remove any dirt, dents, raised
metal or any other condition that might prevent the mating faces and pilot from
seating properly.
4.5.1.3 Install the diaphragm pack sub-assembly by aligning the end identification
letters and matchmarks. Install a minimum of four (4) bolts approximately 90°
apart through the flange, shim(s) (if required) and diaphragm pack. Refer to
the Ameridrives Sales Drawing for proper bolt and nut orientation. Pilots are
an interference fit. Tighten the bolts evenly in a criss-cross pattern to seat the
pilots properly.
4.5.1.4 Repeat Paragraph 4.5.1.3 at the opposite end making sure the end identification
letters and matchmarks are aligned.
4.5.1.5 Install all remaining OD fasteners and torque evenly in a criss-cross patterns to
the value specified on the Ameridrives Sales Drawing. Repeat the bolt
tightening procedure to verify that all fasteners are torqued to the proper value.
4.5.1.6 Loosen the shipping screw jam nuts and tighten the shipping screws evenly to
draw-up both diaphragm pack sub-assemblies to the dimension specified on the
Ameridrives Sales Drawing. The use of two dial indicators at 180° apart or
determining the number of screw turns required based on thread pitch (refer to
Table 4-1) are common ways of measuring draw-up. The shipping screw head
and corresponding tapped hole in the guard are color coded at the factory to
maintain proper screw lengths within a coupling. If the original screws are
lost, refer to the Ameridrives Sales Drawing for the correct size and length or
call Ameridrives customer service for assistance.
DRAW-UP FOR ONE (1) FULL TURN OF SHIPPING HARDWARE
THREAD SIZE
#5-40 #8-32 #10-32 1/4-28 5/16-24 3/8-24 1/2-20
DRAW-UP (IN.)
0.025 0.031 0.031 0.036 0.042 0.042 0.050
DRAW-UP (MM.) 0.635 0.794 0.794 0.907 1.058 1.058 1.270
Table 4-1
CAUTION: DO NOT EXCEED THE RECOMMENDED DRAW-UP
STATED ON THE AMERIDRIVES SALES DRAWING.
EXCEEDING THE RECOMMENDED DRAW-UP MAY
DAMAGE THE DIAPHRAGM PACK.
THE USE OF SCREWS LONGER THAN ORIGINALLY
SHIPPED WITH DIAPHRAGM PACK SUB-ASSEMBLY
MAY DAMAGE THE DIAPHRAGM PACK AND CAUSE
COUPLING FAILURE.
23

4.5.1.7 Position and support the spacer between the two diaphragm pack subassemblies. Align the matchmarks and end identification letters. This may
require rotation of the equipment shafts. Do not use coupling components as a
leverage point for equipment rotation.
4.5.1.8 Install, but do not tighten, a minimum of four (4) bolts approximately 90° apart
through the spacer and diaphragm pack sub-assembly flanges at each end of the
coupling. Refer to the Ameridrives Sales Drawing for proper bolt and nut
orientation.
4.5.1.9 Loosen and remove the shipping hardware. Do not discard - save for future
coupling removal and installation.
4.5.1.10 Pilots are an interference fit. Tighten the bolts evenly in a criss-cross pattern to
seat the pilots properly.
4.5.1.11 Install all remaining spacer hardware and torque evenly in a criss-cross pattern
to the value specified on the Ameridrives Sales Drawing. Repeat the bolt
tightening procedure to verify that all fasteners are torqued to the proper value.
4.5.1.12 Remove the spacer support.
4.5.1.13 Proceed to Paragraph 4.6.
4.5.2 RM Series Couplings
4.5.2.1 Separate the pack adapters from the spacer using the tapped jacking holes
provided.
4.5.2.2 Inspect the mating flange faces and pilots. Remove any dirt, dents, raised
metal or any other condition that might prevent the mating faces and pilots
from seating properly.
4.5.2.3 Install the pack adapter onto the diaphragm pack sub-assembly by aligning the
end identification letters and matchmarks. Install a minimum of four (4) bolts
approximately 90° apart through the pack adapter flange, shim(s) (if required)
and diaphragm pack. Refer to the Ameridrives Sales Drawing for proper bolt
orientation. Pilots are an interference fit. Tighten the bolts evenly in a crisscross pattern to seat the pilots properly.
4.5.2.4 Repeat Paragraph 4.5.2.3 at the opposite end making sure the end identification
letters and matchmarks are aligned.
4.5.2.5 Install all remaining OD fasteners and torque evenly in a criss-cross pattern to
the value specified on the Ameridrives Sales Drawing. Repeat the bolt
tightening procedure to verify that all fasteners are torqued to the proper value.

4.5.2.6 Install the shipping screws through the pack adapters into the tapped holes in
the back-up rings. Tighten the shipping screws evenly to draw-up both pack
adapters to the dimension specified on the Ameridrives Sales Drawing. The
use of two dial indicators at 180° apart or determining the number of screw
turns required based on thread pitch (refer to Table 4-1) are common ways of
measuring draw-up. The shipping screw head and corresponding clearance
hole in the pack adapter are color coded at the factory to maintain proper screw
lengths within a coupling. If the original screws are lost, refer to the
Ameridrives Sales Drawing for the correct size and length or call Ameridrives
customer service for assistance.
CAUTION: DO NOT EXCEED THE RECOMMENDED DRAW-UP
STATED ON THE AMERIDRIVES SALES DRAWING.
EXCEEDING THE RECOMMENDED DRAW-UP MAY
DAMAGE THE DIAPHRAGM PACK.
THE USE OF SCREWS LONGER THAN ORIGINALLY
SHIPPED WITH DIAPHRAGM PACK SUB-ASSEMBLY
MAY DAMAGE THE DIAPHRAGM PACK AND CAUSE
COUPLING FAILURE.
4.5.2.7 Position and support the spacer between the two diaphragm pack subassemblies. Align the matchmarks and end identification letters. This may
require rotation of the equipment shafts. Do not use coupling components as a
leverage point for equipment rotation.
4.5.2.8 Install but do not tighten, a minimum of four (4) bolts approximately 90° apart
through the spacer and pack adapter flanges at each end of the coupling. Refer
to the Ameridrives Sales Drawing for proper bolt and nut orientation.
4.5.2.9 Loosen and remove the shipping screws. Do not discard - save for future
coupling removal and installation.
4.5.2.10 Pilots are an interference fit. Tighten the bolts evenly in a criss-cross pattern to
seat the pilots properly.
4.5.2.11 Install all remaining spacer fasteners and torque evenly in a criss-cross pattern
to the value specified on the Ameridrives Sales Drawing.
4.5.2.12 Remove the spacer support.
4.5.2.13 Proceed to Paragraph 4.6.
4.5.3 RS/HP Short Series Couplings
4.5.3.1 If shimming is required, disassemble the spacer rings from the diaphragm pack
assembly using the tapped jacking holes in the spacer rings.
4.5.3.2 Inspect the mating flange faces and pilots. Remove any dirt, dents, raised
metal or any other condition that might prevent mating faces and pilots from
seating properly.

4.5.3.3 Assemble the diaphragm pack sub-assembly, spacer rings, and shim(s) (if
required) making sure the end identification letters and matchmarks are
aligned.
CAUTION: WHEN SHIMS, ARE USED, THEY MUST BE INSTALLED
BETWEEN THE SPACER RINGS AND DIAPHRAGM
PACKS. REFER TO THE AMERIDRIVES SALES
DRAWING FOR THE MAXIMUM SHIM THICKNESS
AND SPACER RING PILOT ORIENTATION AT EACH
END.
4.5.3.4 Install four (4) turnbuckles evenly on the OD of the spacer rings. Refer to the
Ameridrives Sales Drawings for location.
4.5.3.5 Tighten the turnbuckles evenly to compress (draw-up) the diaphragm pack subassembly to the dimension specified on the Ameridrives Sales Drawing. The
use of two dial indicators at 180° apart or determining the number of screw
turns required based on thread pitch (refer to Table 4-1) are common ways of
measuring draw-up.
CAUTION: DO NOT EXCEED THE RECOMMENDED DRAW-UP
STATED ON THE AMERIDRIVES SALES DRAWING.
EXCEEDING THE RECOMMENDED DRAW-UP MAY
DAMAGE THE DIAPHRAGM PACK.
4.5.3.6 Position and support the diaphragm pack sub-assembly between the two (2)
mounted flanges. Align the matchmarks and end identification letters. This
may require rotation of the equipment shafts. Do not use coupling components
as a leverage point for equipment rotation.
4.5.3.7 Install but do not tighten a minimum of four (4) bolts approximately 90° apart
through the hub flanges, spacer rings, and shim(s) (if required) into the
diaphragm pack sub-assembly at each end of the coupling.
4.5.3.8 Loosen and remove the turnbuckle assemblies. Do not discard - save for future
coupling removal and installation.
4.5.3.9 Pilots are an interference fit. Tighten the bolts evenly in a criss-cross pattern to
seat the pilots properly.
4.5.3.10 Install all remaining bolts and torque evenly in a criss-cross pattern to the value
specified on the Ameridrives Sales Drawing.
4.5.3.11 Remove the sub-assembly support.
4.5.3.12 Proceed to Paragraph 4.6.
4.6. ASSEMBLY CHECK LIST
A thorough inspection of the coupling and its connected equipment is recommended prior to
operation.
4.6.1 Check the drive and driven equipment to be sure they are ready for operation. Refer to
the original equipment manufacturers operating manual.
26

4.6.2 Recheck and verify that the alignment values for axial, angular, and parallel offset are
within the limits specified on the Ameridrives Sales Drawing.
4.6.3 Check that all fasteners are tightened to the proper values specified on the Ameridrives
Sales Drawing.
4.6.5 Check that all shipping hardware has been removed from both ends of the coupling.
4.6.6 Check that all tools, mounting equipment, and supports used during installation are
removed and the coupling and equipment are free to turn. A coupling guard should be
in place to prevent personnel from accessing the rotating coupling and shafts during
operation.
CAUTION: EXCESSIVE VIBRATION DURING INITIAL START-UP IS AN
INDICATION THAT THERE IS A POTENTIAL PROBLEM WITH
INSTALLATION OF THE COUPLING OR THE CONNECTED
EQUIPMENT. SHUT THE SYSTEM DOWN IMMEDIATELY AND
DETERMINE THE SOURCE OF THE VIBRATION.
4.7. COUPLING DISASSEMBLY
Successful removal depends heavily on the care and good judgment of those performing the
work. Ameridrives will not be held liable for any personal injury or equipment damage that
may occur during or as a result of removing a coupling or hub.
4.7.1 RR and HP Series Couplings
4.7.1.1 Install but do not draw-up the shipping hardware. Refer to the Ameridrives
Sales Drawing for size and location. The shipping screw head and mating
tapped hole in the guard are color coded at the factory to maintain proper screw
lengths within a coupling.
CAUTION: USE ONLY THE ORIGINAL SHIPPING HARDWARE
SHIPPED WITH THE COUPLING OR EXACT
REPLACEMENTS. USE OF INCORRECT HARDWARE
MAY DAMAGE THE DIAPHRAGM PACK. REFER TO
THE AMERIDRIVES SALES DRAWING FOR THE
CORRECT SIZE AND LENGTH OR CALL AMERIDRIVES
CUSTOMER SERVICE FOR ASSISTANCE.
4.7.1.2 Remove the spacer flange bolts at one end of the spacer. Support the spacer
and, using the tapped jacking holes provided, disengage the pilot at that end to
obtain a clearance of .005 - .010 IN. (.127 - .254 mm) between the spacer and
the splined adapter pilots (see Figure 4-11).
4.7.1.3 Tighten the shipping hardware at that end of the coupling to retain the
compression of the diaphragm pack sub-assembly obtained in Paragraph
4.7.1.2.

Clearance Gap

External Pilot

Internal Pilot
Pilot Clearance Gap
Figure 4-11

4.7.1.4 Repeat Paragraphs 4.7.1.2 and 4.7.1.3 for the opposite end.
4.7.1.5 Remove the spacer.
4.7.1.6 Remove the OD fasteners. Support the diaphragm pack sub-assembly. Using
the tapped jacking holes provided in the hub or flange adapter, disengage the
diaphragm pack pilot and remove the diaphragm pack sub-assembly.
4.7.1.7 Repeat Paragraph 4.7.1.6 for the opposite end.
4.7.1.8 If diaphragm pack inspection is required, remove the two (2) rivets retaining
the guards (see Figure 4-12). Using the tapped jacking holes provided in the
guard, disengage the guard to diaphragm pack pilot. Pull the guard back to
inspect the outer diaphragms for any cracks, dents, distress areas or other
abnormalities.
Grinding Wheel

Table

Guard
Diaphragm Pack
Support Block

Guard Removal
Figure 4-12

CAUTION: DO NOT DISASSEMBLE THE DIAPHRAGM PACK SUBASSEMBLY BEYOND WHAT IS DESCRIBED IN
PARAGRAPH 4.7.1.8. THE SAFE OPERATION OF THE
DIAPHRAGM PACK SUB-ASSEMBLY IS DEPENDENT
UPON SPECIFIC CLAMP FORCES OBTAINED AT THE
FACTORY DURING ASSEMBLY. ANY REDUCTION IN
THESE CLAMP FORCES MAY CAUSE COUPLING
FAILURE.
4.7.1.9 If the inspection performed in Paragraph 4.7.1.8 does not identify a problem
and the diaphragm pack sub-assembly is to be returned to service, re-attach the
guard to the diaphragm pack using two (2) new rivets. The rivet should extend
above the guard approximately 3/16-1/4 in. to allow for peening. Proper
support must be provided for the diaphragm pack during riveting to avoid
possible damage (see Figure 4-13). The rivet head must not protrude beyond
the face of the diaphragm pack.
Rivet (2) 180°
cut to length

Guard

Table

Diaphragm Pack

Support Block

Guard Reattachment
Figure 4-13
CAUTION: IF THE CONDITION OF THE OUTER DIAPHRAGMS IS
QUESTIONABLE, DO NOT USE THAT DIAPHRAGM
PACK SUB-ASSEMBLY. REPLACE THE
QUESTIONABLE UNIT WITH A NEW ONE AND RETURN
THE QUESTIONABLE DIAPHRAGM PACK SUBASSEMBLY TO AMERIDRIVES FOR EVALUATION.
4.7.1.10 Hub Removal.
4.7.1.10.1 Hydraulic hubs may be removed by using hydraulic mounting
equipment to expand the bore. The shaft nut or some other similar
device should be used to retain the hub once it breaks free from the
shaft. Refer to AGMA 9003-A91 or other industry standard for
further information. Support the hub prior to removal.

WARNING: DO NOT APPLY EXCESSIVE HYDRAULIC
PRESSURE DURING THE REMOVAL OF THE
HUB FROM THE SHAFT. ACCIDENTS
RESULTING FROM THE APPLICATION OF
EXCESSIVE HYDRAULIC PRESSURE COULD
RESULT IN LOSS OF LIFE, SERIOUS BODILY
INJURY OR PROPERTY DAMAGE. THE
APPLICATION OF EXCESSIVE HYDRAULIC
PRESSURE DURING HUB REMOVAL COULD
UNEXPECTEDLY FORCE THE HUB FROM
THE SHAFT, DESTROY SEALS, AND
HYDRAULIC LINES, AND/OR SPLIT THE
HUB.
PURCHASER SHOULD REFER TO THE
OPERATOR’S MANUAL SUPPLIED BY THE
HYDRAULIC DEVICE MANUFACTURER FOR
INSTRUCTIONS ON THE SAFE OPERATION
OF THE HYDRAULIC EQUIPMENT.
4.7.1.10.2 Keyed hubs may be removed by uniformly heating the hub barrel to
expand the bore and using a hub puller or similar device to pull the
hub off the shaft. Support the hub prior to removal. An induction
heater of sufficient capacity to heat the hub rapidly is the preferred
method. However, if not available, two (2) torches at 180° apart
with flame spreader (rose bud) tips may be used. If using torches, a
hub puller should be attached prior to heating the hub and the
torches or hub must be continuously rotated to avoid localized hot
spots. Do not exceed 550° F (288° C) surface temperature.
4.7.2 RM Series Couplings
4.7.2.1 Install but do not tighten the shipping hardware. Refer to the Ameridrives
Sales Drawing for size location. The shipping screw head and mating
clearance hole in the pack adapter are color coded at the factory to maintain
proper screw lengths within a coupling.
CAUTION: USE ONLY THE ORIGINAL SHIPPING HARDWARE
SHIPPED WITH THE COUPLING OR EXACT
REPLACEMENTS. USE OF INCORRECT HARDWARE
MAY DAMAGE THE DIAPHRAGM PACK. REFER TO
THE AMERIDRIVES SALES DRAWING FOR THE
CORRECT SIZE AND LENGTH OR CALL AMERIDRIVES
CUSTOMER SERVICE FOR ASSISTANCE.
4.7.2.2 Remove the spacer flange bolts at one end of the spacer. Support the spacer and
using the tapped jacking holes provided, disengage the pilot at that end to
obtain a clearance of .005 - .010 IN (.127 - .254 mm) between the spacer and
the pack adapter pilots (see Figure 4-11).
4.7.2.3 Tighten the shipping hardware at that end of the coupling to retain the
compression of the diaphragm pack sub-assembly obtained in Paragraph
4.7.2.2.

4.7.2.4 Repeat Paragraphs 4.7.2.2 and 4.7.2.3 for the other end.
4.7.2.5 Remove the spacer.
4.7.2.6 Remove the OD fasteners and the shipping hardware.
4.7.2.7 Support the pack adapter prior to removal. Using the tapped jacking hole
provided, disengage the pilot and remove the pack adapter from the diaphragm
pack.
4.7.2.8 Repeat Paragraph 4.7.2.7 for the other end.
4.7.2.9 Hub Removal
4.7.2.9.1 Hydraulic hubs may be removed by using hydraulic mounting
equipment to expand the bore. The shaft nut or some other similar
device should be used to retain the hub once it breaks free from the
shaft. Refer to AGMA 9003-A91 or other industry standard for
further information. Support the hub prior to removal.
WARNING: DO NOT APPLY EXCESSIVE HYDRAULIC
PRESSURE DURING THE REMOVAL OF THE
HUB FROM THE SHAFT. ACCIDENTS
RESULTING FROM THE APPLICATION OF
EXCESSIVE HYDRAULIC PRESSURE COULD
RESULT IN LOSS OF LIFE, SERIOUS BODILY
INJURY OR PROPERTY DAMAGE. THE
APPLICATION OF EXCESSIVE HYDRAULIC
PRESSURE DURING HUB REMOVAL COULD
UNEXPECTEDLY FORCE THE HUB FROM
THE SHAFT, DESTROY SEALS, AND
HYDRAULIC LINES, AND/OR SPLIT THE
HUB.
PURCHASER SHOULD REFER TO THE
OPERATOR’S MANUAL SUPPLIED BY THE
HYDRAULIC DEVICE MANUFACTURER FOR
INSTRUCTIONS ON THE SAFE OPERATION
OF THE HYDRAULIC EQUIPMENT.
4.7.2.9.2 Keyed hubs may be removed by uniformly heating the hub barrel to
expand the bore and using a hub puller or similar device to pull the
hub off the shaft. Support the hub prior to removal. An induction
heater of sufficient capacity to heat the hub rapidly is the preferred
method. However, if not available, two (2) torches at 180° apart
with flame spreader (rose bud) tips may be used. If using torches, a
hub puller should be attached prior to heating the hub and the
torches or hub must be continuously rotated to avoid localized hot
spots. Do not exceed 550° F (288° C) surface temperature. Support
the hub prior to removal.

CAUTION: DO NOT USE A TORCH FOR HUB REMOVAL
UNLESS THE ENTIRE DIAPHRAGM PACK HAS
BEEN COVERED WITH A HEAT RESISTANT
COVER (WELDERS BLANKET, KOA-WOOL
OR EQUIVALENT). DIAPHRAGMS WILL
HEAT UP RAPIDLY WHEN EXPOSED TO AN
OPEN FLAME AND THIS MAY CAUSE
DAMAGE AND/OR PREVENT PROPER HUB
EXPANSION.
4.7.2.9.3 After the diaphragm pack sub-assembly has been removed from the
shaft end, inspect the diaphragms for cracks, dents, distress areas,
heat discoloration (localized blue or purple spots) or any other
abnormalities.
CAUTION: IF THE CONDITION OF THE OUTER
DIAPHRAGMS IS QUESTIONABLE, DO NOT
USE THAT DIAPHRAGM PACK SUBASSEMBLY. REPLACE THE QUESTIONABLE
UNIT WITH A NEW ONE AND RETURN THE
QUESTIONABLE DIAPHRAGM PACK SUBASSEMBLY TO AMERIDRIVES FOR
EVALUATION.
4.7.3 RS/HP Short Series Couplings
4.7.3.1 Remove the OD fasteners.
4.7.3.2 Install but do not tighten the shipping hardware (turnbuckles). Refer to the
Ameridrives Sales Drawing for location.
4.7.3.3 Support the diaphragm pack sub-assembly.
4.7.3.4 Using the tapped jacking holes provided in the flanges, disengage the spacer
ring to flange pilots at both ends of the coupling to obtain a clearance of .005 .010 IN. (.127 - .254 mm) between the spacer ring pilot and the flange at both
ends of the coupling (see Figure 4-11).
4.7.3.5 Tighten the turnbuckles to retain the compression of the diaphragm pack subassembly obtained in Paragraph 4.7.3.4.
4.7.3.6 Remove the diaphragm pack sub-assembly.
4.7.3.7 If inspection of the diaphragm pack is required, disengage the guard to
diaphragm pack pilots using the tapped jacking holes provided in the guards.
Pull the guards back to inspect the outer diaphragms for any cracks, dents,
distress areas or other abnormalities.
CAUTION: IF THE CONDITION OF THE OUTER DIAPHRAGMS IS
QUESTIONABLE - DO NOT USE THAT DIAPHRAGM
PACK SUB-ASSEMBLY. REPLACE THE
QUESTIONABLE UNIT WITH A NEW ONE AND RETURN
THE QUESTIONABLE DIAPHRAGM PACK SUBASSEMBLY TO AMERIDRIVES FOR EVALUATION.
32

4.7.3.8 Hub Removal
4.7.3.8.1 Hydraulic hubs may be removed by using hydraulic mounting
equipment to expand the bore. The shaft nut or some other similar
device should be used the retain the hub once it breaks free from the
shaft. Refer to AGMA 9003-A91 or other industry standard for
further information. Support the hub prior to removal.
WARNING: DO NOT APPLY EXCESSIVE HYDRAULIC
PRESSURE DURING THE REMOVAL OF THE
HUB FROM THE SHAFT. ACCIDENTS
RESULTING FROM THE APPLICATION OF
EXCESSIVE HYDRAULIC PRESSURE COULD
RESULT IN LOSS OF LIFE, SERIOUS BODILY
INJURY OR PROPERTY DAMAGE. THE
APPLICATION OF EXCESSIVE HYDRAULIC
PRESSURE DURING HUB REMOVAL COULD
UNEXPECTEDLY FORCE THE HUB FROM
THE SHAFT, DESTROY SEALS, AND
HYDRAULIC LINES, AND/OR SPLIT THE
HUB.
PURCHASER SHOULD REFER TO THE
OPERATOR’S MANUAL SUPPLIED BY THE
HYDRAULIC DEVICE MANUFACTURER FOR
INSTRUCTIONS ON THE SAFE OPERATION
OF THE HYDRAULIC EQUIPMENT.
4.7.3.8.2 Keyed hubs may be removed by uniformly heating the hub barrel to
expand the bore and using a hub puller or similar device to pull the
hub off the shaft. Support the hub prior to removal. An induction
heater of sufficient capacity to heat the hub rapidly is the preferred
method. However, if not available, two (2) torches at 180° apart
with flame spreader (rose bud) tips may be used. If using torches, a
hub puller should be attached prior to heating the hub and the
torches or hub must be continuously rotated to avoid localized hot
spots. Do not exceed 550° F (288° C) surface temperature.
5.

OVERSPEED TEST / SOLO OPERATION
5.1

RR/HP Series Coupling
5.1.1 Remove the spacer and diaphragm pack sub-assemblies as described in Section 4
Paragraph 4.7.1.1 through 4.7.1.7.
5.1.2 Check the hub, key(s), shaft nut, etc. to assure they are secure. If any loose parts are
found, they must be secured before solo operation.
5.1.3 Equipment is now ready for solo operation.

5.2 RM Series Couplings
5.2.1 Remove the spacer as described in Section 4 Paragraph 4.7.2.1 through 4.7.2.5.

5.2.2 Loosen the shipping hardware until the diaphragm pack is no longer compressed.
5.2.3 Tighten the shipping hardware evenly to draw-up the pack adapter on the overspeed trip
end only to the dimensions specified on the Ameridrives Sales Drawing. The use of two
(2) dial indicators at 180° apart (see Figure 5-1) or determining the number of screw
turns required based on thread pitch (see Table 5-1) are common ways of measuring
draw-up.

Assembly Dial Indicator Arrangement
Figure 5-1
DRAW-UP FOR ONE (1) FULL TURN OF SHIPPING HARDWARE
THREAD SIZE
#5-40 #8-32 #10-32 1/4-28 5/16-24 3/8-24 1/2-20
DRAW-UP (IN.)
0.025
0.031 0.031
0.036 0.042
0.042 0.050
DRAW-UP (MM.)
0.635
0.794 0.794
0.907 1.058
1.058 1.270
Table 5-1
CAUTION: DO NOT EXCEED THE RECOMMENDED DRAW-UP STATED
ON THE AMERIDRIVES SALES DRAWING. EXCEEDING THE
RECOMMENDED DRAW-UP MAY DAMAGE THE DIAPHRAGM
PACK.
THE USE OF SCREWS LONGER THAN ORIGINALLY SHIPPED
WITH DIAPHRAGM PACK SUB-ASSEMBLY MAY DAMAGE
THE DIAPHRAGM PACK AND CAUSE COUPLING FAILURE.

5.2.4 Place a dial indicator on the spacer connecting flange of the pack adapter and loosen the
shipping hardware screws as needed to achieve a pack runout of less than .001 IN. (4)
places at 90° apart on the pack adapter flange O.D. and face (see Figure 5-2).

Dis-Assembly Dial Indicator Arrangement
Figure 5-2
5.2.5 Check the hub, key(s), shaft nut, etc. to assure they are secure. If any loose parts are
found, they must be secured before solo operation.
5.2.6 Equipment is now ready for solo operation.
5.3 RS/HP Short Series Couplings
5.3.1 Remove the diaphragm pack sub-assembly and spacer rings as described in section 4
Paragraph 4.7.3.1 through 4.7.3.6.
5.3.2 Check the hub, key(s), shaft nut, etc. to assure they are secure. If any loose parts are
found, they must be secured before solo operation.
5.3.3 Equipment is now ready for solo operation.

MAINTENANCE
The Ameriflex coupling has been designed to be maintenance free. However, inspection of the
following items during normal equipment maintenance is recommended.
6.1 Inspect for loose fasteners, keys, hubs, flange adapters and pilot joints.
6.2 Inspect the tightening torque of the fasteners. Refer to the Ameridrives Sales Drawing for the
proper fastener tightening torque.
6.3 An alignment check is recommended to determine any shift in equipment foundations or if
bearing wear is excessive.
6.4 Slowly rotate the equipment and listen for any abnormal noises. Cracked diaphragms have an
audible clicking sound.
CAUTION: IF ANY OF THE CHECKS LISTED ABOVE IDENTIFY A PROBLEM,
THEN DO NOT OPERATE THE EQUIPMENT UNTIL THE CONDITION
HAS BEEN CORRECTED.
6.5 Fastener sets should be replaced after repeated use (5 times for bolts and nuts, 15 times for
bolts and heli-coils).
6.6 Component balanced and assembly check balanced couplings permit field replacement of
components without adversely affecting the final coupling unbalance. Assembly balanced
couplings do not. Refer to the Ameridrives Sales Drawing or contact Ameridrives Customer
Service for part interchangeability.

FIELD SERVICE TECHNICIAN
Should you desire assistance during installation of our couplings, Field Service Technicians are
available for on-site technical support. For further information contact Ameridrives Customer
Service at 814/480-5000.

ORDERING INFORMATION
8.1 When ordering replacement or spare parts for your Ameriflex coupling, please include the
following:
8.1.1 Coupling size and series.
8.1.2 Serial Number (etched on all major components).
8.1.3 Part Number and name of part (Refer to Ameridrives Sales Drawing).
8.1.4 Sales Drawing Number (etched on the spacer).
8.2 Mail all correspondence to:
Ameridrives International
Coupling Products
P.O. Box 4000
1802 Pittsburgh Avenue
Erie, PA 16512-4000
Phone: 814/480-5000
Fax: 814/453-5891
36

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