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DAN LIFT TECHNOLOGY

Maintenance and Operation Manual


for Escalator

1.General Introduction to Escalator


An escalator is a transportation tool just like an elevator. It is widely used in
commercial, communication transport, finance and leisure facilities. Its main
characteristics are: (1)a large transportation capability tens times as elevator
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for any height; (2)An even flow of passengers with continuous operation;
(3)Passing passengers upward and downward; (4)Beautifying the
environment & promoting business. This series are improved standard
escalators based on this series, with an extensive combination of domestic
and foreign modern technology of designing and manufacturing. All
escalators are guaranteed by NATIONAL ELEBVATOR INSPECTION AND
TESTING CENTER OF CHINA and EN115 standard. Especially, the using
of high quality metal as truss and PLC controlled computer as control system
lead to a great improvement of performance. In addition, the products have
compact structure, great strength, stable operation, high reliability, low noise
and convenient maintenance while escalator technology ensures elegant
appearance, clear lines and modern design.
2.Main Features of Structure & Performance
The escalator consists of more than ten parts, such as truss, drive system,
transmission system, step, guide rail system, balustrade panels, landing cover ,
safety equipment, and electric system, etc. (see Diagram 2-1)
2.1 Truss
All the other components are fixed to the truss which is a square steel tube of
great strength and low deformation. Gas shield welding, and Supersonic &
Magnetic powder probing ensure the safety of the truss. A special rubber
cushion decreases the vibration transmission between fulcrum and building.
On the other side, the support moves when the truss expand and contract.
2.2 Drive System
The drive system including a motor, speed reduction gear, brake, etc. Diagram
2-2 shows the drive system of horizontal-structure and vertical-structure
escalators.
The drive system is the main noise source. The imported, helical speed
reduction gear has considerable load, high efficiency low noise and stable
transmission. The brake employs an electromechanical system with the power
on continuously during operation. In case of power off, the compressed spring
brakes the escalator automatically with direction guide.
2.3 Transmission System
The speed reduction gear of the drive structure (No.5 as in Diagram 2-3)
drives the main shaft (No.4) through a double-row drive train(No.3). Handrail
drive sprocket (No.5) attached to the main shaft drives the handrail drive shaft
(No.13) through handrail (No.14), while the steps (No.9) are driven by the step
chain sprocket (No.4) through the step train (No.8). The size and the teeth
number of sprocket are specially designed to meet the speed requirement. All
the chains are easy to assemble and disassemble with an adequate strength and
rigidity. In addition, the steps and the handrail move in same direction at the
same speed.

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1.Truss 2.Balustrade 3.Rail system 4.Step 5.Handrail tension equipment


6.Transmission system 7.Driving equipment

Diagram 2-1

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Horizontal style driving Vertical style driving


Diagram 2-2
2.4 Step (see Diagram 2-4)
Step is a special-structured vehicle with four small wheels, the outside layer
of which is made from polyester resin, covering the inner part, ie ball type
bearing of high quality. The main bearing is hinged to the step train with one
pin of 3 links while step positions through two nylon pads fixed at both
sides. Extra wheels are not connected to the chain and, therefore, free from
being drown so that steps keep upside right up for passenger side and upside
down for return side.

Diagram 2-3
3.Driving chain 4.Main axle 7.Driving sprocket 5.Handrail axle chain wheel
15.Step chain 13.Handrail axle 11.Friction wheel 9.Step 14.Handrial
2.Driving Equipment

Diagram2-4
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2.5 Guide System


The action of the guide system is to guarantee the smooth moving of steps
along a certain route. Guide system consists in up and down curve part and a
line part, connected to the truss with supports in order that the tension vehicle
positions by a trough on one side. During installation and maintenance, the
tension of train can be achieved by one adjusting a nut to fasten (or loose)
spring.
2.6 Handrail Equipment
The handrail equipment is composed of the handrail, handrail tension
equipment, handrail guide rail, handrail supports, and balustrade panel, etc.
The distance between two handrails of this series is shorter than that of this
series while the horizontal part extends to a larger extent with the handrail
covering the handrail support and a half-oval return in stead of a half-circle
return of this series , which make it stylish and elegant.
2.6.1 Handrail
The handrail is composed of rubber, canvas and steel strips. In standard
models the handrail is black, but other colors, such as red, can also selected
according to the customers requirements. Iron rope is now replaced by iron
train to increase handrail strength. Handrails of common & slim series are
shown separately by Diagram2-5 and Diagram2-6

Diagram 2-5 common Diagram 2-6 slim


2.6.2 Handrail Support
Handrail support pre-fixed is installed as Diagram2-7 on the truss. The
handrail support generally employs anodized aluminum profile while the
handrail breast board does 10mm-thick transparent tempered glass. The rail
of common series is galvanized shape steel and light can be attached to the
support if clients require. common series adopt stainless slim steel as the rail,
and lozenge tempered glass as the breast board connecting ground vertically
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while its support carries no light.


2.6.3 Handrail Tension Equipment
The handrail is moved by the rubber tier on the friction wheel. The
appropriate tension of the handrail can be achieved by adjusting nut 1 and nut
2 on the tension rod (first loosen the nut 3, adjust nut 1 and nut 2, tighten nut
3 at last). In addition, by modifying the pressure of the ploy-V belt against
the handrail, one can increase or decrease the friction between the friction
wheel and the handrail. Handrail and steps are controlled to move
synchronously with a speed difference range of 0-+2%(check Diagram 2-8).
2.7 Cover Plate
The cover plate includes the movable cover plate, inner & outer decking and
the comb plate. All of these plates are easy to assemble and disassemble.
common series employ aluminum decking, while slim series are equipped
with stainless steel decking and the outer & inner covers turn to beautiful and
elegant plane head in accordance to finger protection device.
2.8 Automatic lubrication equipment
The automatic lubrication equipment is composed of a timer, oil pump, oil
case, distributor, oil sump and drip pan, etc. acting to lubricate the handrail
drive train, step chain, and drive chain in order to improve the performance of
the escalator and prolong its operation life. In addition, the amount of oil and
time of its application is automatically controlled by the timer.

common type slim type


1,Handrial 2.Guide rail 3. Handrail 1.Handrial 2.Handrial support
support 4.Plastic plate 3. Balustrade panel
5.Balustrade panel
Diagram 2-7

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Diagram 2-8
2.9 Electric System
The electrical control of the escalator employs a new type of PLC controller,
which is composed of the main control box, PC control box, lighting box,
power box, junction box, switch box, safety switch, monitoring equipment,
and connecting cables, etc.
2.9.1 Structure & Function of Control System
The main control box is installed horizontally on the top machine room on
the truss, in order to actualize main circuit control and safety of the nearby outlet, or
power input for escalator .The PC control box and lighting box (if required) are
installed horizontally in the bottom machine room. The PC machine within the PC
box carries programmed control of the escalator. In addition, it carries out
monitoring and fault detection on all safety switches, the handrail speed, and the
motor operation. The junction box of the PC box is used in connecting the safety
circuit and the electric cables to supply an AC 220V output, maintenance outlet, and
an emergency stop button. Direction selection and operation termination can be
achieved at two entrances of escalator, separately by switch and stop button, which,
normally, are fixed on the right inner decking for common series, and on the left
skirt panel for slim series.

2.9.2 Safety Switch, Monitoring Equipment and Fail Display

a. To ensure the safety of passengers, the escalator is equipped with 17


travel switches, 4 top and down comb contact, 1 drive chain broken
contact, 2 step chain broken contacts,4 top and down entry and exit
contacts, 4 skirt gap contacts, and 2 step sinking contacts.

b. Three monitoring equipment are added with 3 sensor: motor speed, left
and right handrail speed monitors, and switch of SABO brake.

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c. Fail Display

In case that fail occurs during operation, a screen may display one number
among 1-9 or one letter of A-C to indicate which part is out of order, and
after maintenance, the screen display nothing, which simplifies maintaining
and testing.

3. Safety Operation and Application of the Escalator


3.1 Before operating escalator, one must check to make it sure on odds exit.

3.2 The escalator must be operated by trained person and ensure no load when
starting.

3.3 Passengers must stand within yellow mark, face forwards, and keep hand on
handrail.

3.4 Children must be accompanied by adults when using escalator.

3.5 Bare-footed people are not allowed to use escalator. Heavy loads are not
permitted, either.

3.6 If escalator does not work with switch on, check the power switch, main
switch in control box, and maintenance switch. If it still does not move, then
stop operation and examine it.

3.7 Operating procedure: turn on the power switchswitch on 220V control


powerturn the key to confirm the direction of movementthe steps and
handrails movereset and pull out the key. To change the direction of the
steps, one should stop the escalator completely first and then chose the
desired direction.

3.8 Inspection of Operation

When escalator need inspection, stick the plug on the maintenance device
into the special maintenance socket, and turn the function switch of control
box to maintenance position to cut off the normal circuit and complete the
maintenance circuit. Escalator can be run by operating maintenance switch.
After inspection and maintenance, pull out the plug and reset the function
switch to operate escalator.

3.9 For a long free period, the master power should be cut off.

4.Maintenance of the Escalator


Maintenance and care are needed to guarantee the performance, normalize
operation, and prolong machines life.
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4.1 Precautionary Measure for Maintenance

a. Make a sign of Escalator undergoing maintenance.

b. Escalator must be operated with maintenance switch.

c. Any loads are not allowed during maintenance.

d. Escalator must be cleaned after maintenance.

4.2 Maintenance Period

In order to prolong escalators life, inspection and maintenance are needed.


Hence , a maintenance period is necessary.

a. After the first 3 months, a complete adjustment is required.

b. Up/down machine rooms and rail surface need cleaning, and fractioning parts
needs lubrication every 2 weeks.

c. A complete maintenance is a must every 12 to 18 months.


4.3 Inspection and repair check list
(1) Stop button and key switch Examine function
(2) Function switch Examine function
(3) And machine room Clean
(4) Step wheel Inspect
(5) Step drive chain Lubricate
(6) Drive wheel tension equipment Inspect
(7) Comb safety switch Check function
(8) Comb panel Inspect
(9) Guide rail Clean
(10) Step sag contact Examine function
(11) Step lateral guide roller Inspect
(12) Skirting safety contact Check function
(13) Handrail guide roller set Clean
(14) Step gap lighting Inspect
(15) Handrail tension equipment Inspect
(16) Decelerator case oil level Inspect

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(17) Brake Inspect


(18) Handrail drive chain Lubricate
(19) Handrail friction wheel Inspect
(20) Handrail Inspect
5.Basic maintenance procedures
5.1 Removing the moveable cover plate
Insert a special tool into the pre-drilled holes, lift are cover plate and lift and
pull out the other plate if necessary.
5.2 Disassembling the step
Steps shall be disassembled in the down machine room. Firstly, run with
maintenance switch the extra wheel to fill rail gap. So that it is possible to
loosen screw, and push the clip and bearing sleeve for zero gear. Set then the
steps to slope back word and lift them off the rail from the mouth of turning
wall. It is recommended to mark before disassembling to ensure smooth
resetting cautious reassembling.
The procedure reassembling is opposite to that of disassembling. Set steps
aiming to the marks on bearing and tighter screws, run the steps below
carefully and slowly, and the mesh be fen pales and comb teeth.

Diagram 5-1 Diagram 5-2


5.3 Examination:
The comb plate possesses a keep steps from sere damage breaking point,
designed to keep steps from severe damage. Comb plates should be timely
replaced with a new one.
5.4 Examination of the mesh of steps and comb plate (see diagram 5-3)
a. The depth of the mesh should be at least 6mm with a maximum variation of
1mm. If less, adjustment must be done.
b. Slight noise of friction will be heard when steps move across two deflecting
sheaves. If no friction is heard, it suggests the deflecting, sheaves are fixed in
inappropriate positions, or the direction guided deviates. Therefore, the
deflecting sheaves should be adjusted to stand a gap from step edges within 0.2-
0.4mm.
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Diagram 5-3
5.5 Disassembly of the inner and outer decking
The common inclining decking are pulled out from spring clip. Inner decking
can be disassembled by removing Snap head screw and tapping screw.
Reassembling follows the opposite process.

Diagram 5-4

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Diagram 5-5
5.6 Checking the oil level of the decelerator box
Check the oil level of the deceleration box. If the oil level is below required
level, then more oil should be added (of the same brand). If oil leaks, the
leakage should be located and reported to relevant department. New machine
should have their oil replaced after the first 6 mouths of operation. Afterwards
the oil should be every 12 months.
5.7 Inspection of the Chains:
a. Step chains (see diagram 5-6)
Inspect the step chains in the down machine room, the degree of tension of
both step chains should be the same. With a appropriate tension , spring
extracting a X length C A tension less than enough may causes knocking
noises.
Vertical rise < 4m X=145mm
Vertical rise 4m < H < 6m X=140mm
Vertical rise > 6m X=135mm
Then check the steps to see whether they enter the comb plate in a straight line.
If not, fasten or loose a spring to ensure they move in a straight line. After the
first 1-2 months operation, step train needs adjustment.
Links can be lubricated with oil can and brush. Be sure not to expose the
sprocket to oil.

Diagram 5-6
b. Inspection of handrail drive chain
Move the gap created by three steps gradually at the front of the upper comb
plate, and inspect the handrail drive train. In case of no load, the chain hang
normally by 10-15mm. If not, it should be fastened and lubricated.
Adjustment method:
1) loosen the four screws on the basement
2) release the brake device, turn the wheel by hand until the tensions of
the up and down chains are the same.
3) Loosen upthrust roller.
4) Based on upthrust principle, set backward drive with the upthrust
roller until the train hangs in normal extent.
5) Train may need lubrication. If escalator has automatic lubrication
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device, check the oil level.


5.8 Step Chain Broken Contact
There is a safety switch at both left and right ends of the step chain, supervising
the movement of the step train. If during operation, the step train is obstructed or
breaks, the switch will activate automatically to bring the escalator to stop. For
adjustment of the position of this switch (see Diagram 5-8).

Diagram 5-8
5.9 inspection of step sleeve
measure the gap of each step sleeve within the down machine room. The value
shall keep within 0.4mm, or no gap can be felt by fingers. In case of badly
abrasion, sleeve must be replaced.
5.10 Inspection of nylon step guide pad
A badly worn nylon pad may result that steps friction skirt pad or strike the
guide sprocket. If the abrasion exceed 1.2 m, the guide pad should be replaced.
At the same time, inspect other steps. Occasional examination shall be taken to
nylon guide pad to make it sure that the side gap between skirt plate and nylon
pads keeps within 0.5mm. (If necessary, adjust both)
5.11 Comb Safety switch
Behind each comb, on both sides, there is a contact switch. When there is
something blocking the conveyor, then the switch will activated to bring the
conveyor to a halt.(see Diagram 5-9)

Diagram 5-9
Adjustment method 1:
a. Disassemble 2 comb plates and 3 steps.
b. Examiner may sit on one step, facing comb plate with feet pushing comb plate
to move abound 5mm. Turn on the switch
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c. Drawing back feet, comb plates shall restore its original position and the switch
shall reset.
Adjustment method 2:
a. Disassemble 2 comb plates and 3 steps.
b. Use 2 long sticks to withstand against the inner horizontal channel, push the
pallet of comb plate to move and turn on the switch.
c. Draw back feet to let the pallet restore its original position, then reset switch.

5.12 Step guide rail


Through the gap in the step (i.e. the gap created by disassembling three steps),
wipe dirt on from the guide rail. At the same time, maintenance switch is
needed.
5.13 step sag switch (see Diagram 5-10)
Move the gap to expose switch and make it sure that the distance between the
threaded spindle and the steps should be 3Comb i nmm with a maximum variance of

1mm. Then, turn the threaded spindle by hand, the switch rod shall revolve
freely and turn the switch on. The switch rod moves to its original position and
is stopped there by spring clip. The switch closes at that time. The supporting
point of the switch rod shall be lubricated with oil.

Diagram 5-10
5.14 skirt plate contact
There are 4 skirt safety contacts at the outer surface of the up and down
curving skirt plate. The contact will actuate and terminate the operation if any
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obstacles exist between the skirt and the step (see Diagram 5-11). Insert a 6-
8mm thick clip in between steps & skirt plate, contact shall activate

Diagram 5-11
5.15 Inspection of broken drive chain contact
Check to see whether the support arm move freely upward and downward or
not. Lubrication is needed to the supporting bearing. Then, check contact by
hand. If the slid is seriously worn, or if the pressure iron is closer to train than
normal the slid rail should be replaced.
5.16 Check it to see, will the 3 moving doors be lifted together? Shall all 3 doors
drop to turn off the contact when knocking slightly any of them? And shall 2
doors rise to turn on the contact when lifting the other door? If the moving door
is inflexible, it is supposed that spring is obstructed.
For common series, handrail entrance contact is shown by Diagram 5-12.

Diagram 5-12

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Diagram 5-13
For slim series, handrail entrance contact is shown by Diagram 5-13.
5.17 Other safety contact
After having checked all the safety contacts mentioned above, all the rest
safety contacts should be inspected one by one to see whether or not they
function normally. After maintenance, all safety contacts which can not
automatically reset should be drawn back to original position by hand.
5.18 Tensing and driving the handrail
a. tensing handrail
As the materials of handrail are not always the same, we cannot provide
specific values for tension measurement. The following is recommended as
constructive suggestion.
In a space of 120mm between two support rollers, the handrail should hang
freely about 5-10mm so that the handrail is not able to rise off the rails when
moving upwards.
If escalator has not operated for over 2 months, the handrail should be
loosened.
Handrail adjustment method (check Diagram 2-8):
1) Disassemble the top end and down curved inner decking.
2) Loosen bolt 6 and nut 7, adjust nut 8 to fasten the handrail.
3) Once adjustment is completed, fasten all bolts and nuts.
b. Pressure belt
It requires a great force to draw handrail off the friction wheel. In order to
achieve such a continuous and sufficient friction force, pressure belt has to be
employed to increase pressure. With a length within 30-35mm, adjustment
spring may provide a continuous, even pressure against friction sprocket. If
handrail doesnt still move after such a friction force is achieved, it is
suggested to be too long. Then, the nylon sprocket shall be shifted backward.
c. Cleaning the handrail
Dirty handrail make passengers feel disgusted. Cleaning is therefore
necessary. Use a cloth and cleaning solution to clean handrail surface until
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handrail glimmers. Then use a soft draw cloth to clean again. Be sure that
cleaning solution does not contain alcohol because alcohol may affect the
during of handrail.
d. Driving handrail
If the handrail and the pressure belt have appropriate tension, the friction
wheel will drive the handrail. Then, It requires a great force to stop handrail.
In addition, tension on pressure belt is maintained continuously by using a
spring (No.9).
e. Speed monitoring device
Speed monitoring device functions to prevent handrail from breaking. It is
very dangerous if handrail does not reach or exceeds a required speed because
the handrail must be synchronous to steps with a variance kept within 0-2%.
5.19 Safety brake
If the drive chain or the step chain breaks, the steps, supporting passengers,
slide downward dangerously. In case of high speed and full load, it is more
dangerous. Safety brake functions to stop escalator. It should be united with
speed monitoring device and drive train contact (according to standard, safety
brake is required in a height of over 6m).

Diagram 5-14
5.20 Handrail light
During normal operation, light is usually needed. With the lighting witch set a
45 degrees, lighting turns on automatically when escalator runs and turn off
automatically when escalator stops.
If lighting is not needed during normal operation, set switch in the middle.
During maintenance of handrail, light will be on by setting 45 degrees to the
switch though handrail stops. Once lighting fails to work, it is necessary to cut
off power during maintenance.
5.21 Electrical equipment
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Generally, it is not recommended to carry out maintenance on the contact, relay


and transformer. Whenever they fail to work, they must be replaced. Be not to
expose contact to a file or other sharp tool.
6.Common Faults & Their Eliminations
Any faults of safety system cut off power to stop escalator. Heat relay in control
box cuts off power if over heat occurs. If motor operates with single phase, phase
relay cuts off power. Operator should press stop button or cut off power during
accident, e.g. passenger is knocked down.
6.1Common faults, causes and maintenance

Fault Cause Maintenance


1.Movement 1.A deformed handrail is still in use 1.If replace the deformed
of the handrail 2.The handrail runs off guide rail 2.Let the handrail back move along for
belt is stilted 3.The handrail tension is a new one
insufficient 3. Adjust the handrail to achieve an
4.Belt exerts no or only a slight appropriate tension
pressure, on the friction wheel 4.Adjust the pressure belt to achieve
5.The pressure belt runs off pressure enough tension
belt roller 5.Set three rollers in the same level, so
that the pressure belt can run normally
2.The front 1. The front yellow frame is loose 1. Fasten the step fixing screws or
edge of step 2. The tension of the step chains change for a haw one
abrases against are not constant, causing the 2. Adjust the step chain tension
the riser of the step to slant. spring. Make sure that the step
front step move in line
3.The step the 1. The nylon guide pad is abrased 1. Guide pad should be replaced if
skirt abrases badly abrasion exceed 1.2mm
panel seriously 2. The step clipping ring is loose 2. Adjust the skirting panels position
3. The skirting is shift apposition 3. Adjust the step-way to ensure the
4. The steps displace violently displacement of steps keeps within
3-4mm
4.The 1. Driving sprocket and double 1. Improve the installation of sprocket
transmission row of chain wheel are not 2. Adjust tension to achieve a slack of

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chain shakes aligned on the same plane 10-15mm


violently, or 2. The inappropriate slack 3. Improve lubrication
vast noise 3. Poor lubrication 4. Eliminate Fasten the loose base
occurs 4. Base plate or driving equipment plate or drive equipment
is loose 5. Change abrased chain or sprocket
5. Chains or chain wheels are for a new one
seriously worn
5.The brake 1. Machine fault 1. Eliminate machine fault
switch can not 2. Switch is loose 2. Adjust position of the switch and
3. Oil leakage fasten it
3. Add oil and fasten the nut on
decking
6.Tension 1.Shift of the tension carrier guide 1. Adjust the position of the tension
carrier rail carrier, and fasten the guide rail
produces 2.Dirt on the guide rail or main & 2. Clean the surface of the guide rail
undesired extra sprockets or main & extra sprockets
sound when 3.The step seriously sway 3. Adjust the position of the
steps move directional roller or directional pad
back. to make it sure that the gap
between step edge and directional
roller & pad stays around 0.2mm
6.2 Electrical faults elimination flow chart

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Fail to The Escalator

The inspect The Phaso Monitoring Devies(KPC)

Normal(KPH Green Light On) Abnormal(KPH Green Lifht off)

Check to see, whether the 3-phase power is 00000


metrical by the contral line.whether to tage is
symmertrical by the line or hot?whether the certral
point shifts on not?where there is a wrong phase?
Inspect the relay device

Maintenance

Normal-The black end of KC is closed Abnormal The black end of KC is not closed

Normal Abnormal
Check Whether the fuses,
safety switches and emer-gency
stop switch are normal or
Maintenance undamaged

Check the brake Maintenance


Monitoring switch(SABO)

Abnormal

Normal

Eliminate mechanical fault


to normalise brake's
operation
Check the thermosensitive relay
(the small ends Beside the FRT
or FRB are not close)

Check whether the conreactors


and the conreol box are block
The motor or oil pump over loads and can't work, because of
mechanical faults.

Eliminate faults and restore normal Eliminate faults and resfore normal

7. Automatic Lubrication
Escalator is equipped with automatic lubrication system to lubricate regularly
the step train, drive train and handrail drive train so as to improve performance
and prolong life span.
7.1 Indicators on panel
1.alarm light (red): escalator stops automatically because mechanical fault
occurs.
2.Operation light (green): oil pump works.
3.Pause light (red): oil pump stops working.
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4.Oil level light (yellow): showing a too low oil level.


7.2 Oil brand
Bachile lubrication device eats AN 100 oil or 70# lubricator.
7.3 Lubrication volume & working time
Oil box has a total volume of 2 l with a 1.5ml/s lubrication. Lubrication pauses
for 120 minutes after every 6-second operation (manufacturer set the
lubrication volume and working time).
7.4 Lubrication method
Lubrication device lubricates with brush drive train, handrail drive train and 2
step trains.
7.5 Period for renewing oil
Normally, renew oil every 3 months.
7.6 Notes:
1. Make it sure that every lubrication uses oil of the same brand and lubrication
device be cleaned before changing for a new brand of oil.
2. Adjust the lubrication volume carefully because over and less than enough
oil are both bad.
4. When testing lubrication, it is inappropriate to keep the motor operating for over
12 minutes.

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