Inspection and Maintenance of Mechanical Power Presses: National Safety Council Data Sheet 603 Rev. July 2004

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National Safety Council

Data Sheet 603 Rev. July 2004

Inspection and maintenance of


mechanical power presses

be defined by barricades, post and chain


I nspection and maintenance of the many
types of mechanical power presses pre-
vent a number of safety problems, but they
fences, flashing lights, a crane-lockout sys-
tem, or other methods.
present others. Some common mainte- 5. The employer should establish and follow
nance measures for safety will be dis- a schedule of planned inspections as
cussed in this data sheet. required to ensure that all press parts, includ-
2. Serious incidents can result from mal- ing electrical components and power trans-
functions of mechanical power presses. mission guarding, are in safe operating
The best press safety program cannot suc- condition and properly adjusted. Visual
ceed, nor can efficient production be inspections should be made at least once
achieved without regular inspection and per shift by the operator and other qualified
maintenance of the press and its related personnel. A more thorough examination or
equipment. inspection by qualified personnel should be
3. Inspection, adjustment, and repair of made at weekly or monthly intervals, or at
mechanical power presses and related some other reasonable interval related to the
equipment should be supervised and per- level of press use or as recommended by the
formed only by competent, trained person- manufacturer.
nel. The employer is responsible for the 6. Necessary maintenance and repair
competence of the work performed by per- should be performed and completed
sonnel who care for, inspect and maintain before the press is allowed to be used for
mechanical power presses. The manufactur- production. The employer should maintain
ers or modifiers operating and maintenance whatever records necessary to accomplish
manuals, which establish guidelines for use this objective and to identify particular
and care of presses, should be available to problem areas that may require closer or
and followed by maintenance personnel. If more frequent inspection. Refer to the cur-
these manuals are not on file, they should be rent American National Standard B11.1.
obtained from the manufacturer or modifier. 7. Safety blocks should be provided and
4. When press maintenance work is being used when working in the die area. Press
performed, the area around the press being drive motor and clutch control circuits should
serviced should be cleared of all personnel be interlocked with a safety block when in its
that are not directly involved. This mainte- stored position. Safety blocks should not be
nance area is temporary, but it must be inserted into the die space until the flywheel
well defined, both at floor level and on the motion has stopped (see Figure 1).
press. When an overhead crane can oper- 8. Power-lockout procedures should be fol-
ate above the press, the top of the press lowed whenever unintended movement of
should also be defined as part of the tem- parts could create a hazard during adjust-
porary maintenance area to be avoided ment or repair work (refer to OSHA 29 CFR
whenever maintenance personnel are 1910.147). In addition to OSHA 29 CFR
present. These maintenance areas should 1910.147, the following items may need to

1
National Safety Council
Data Sheet 603 Rev. July 2004

reservoirs may have to be drained. In any


case, residual pressure in the lines
should be prevented. If incoming pres-
sure lines are not equipped with lock-
out/blowdown valves, it is recommended
that such valves be installed.
d. Check for mechanisms that are under
spring tension or compression. Either
block, clamp or chain them in position
before disassembly.
e. Check for suspended mechanisms or
parts that normally cycle through a lower

Figure 1 shows safety switch locks. Before working


on a machine, its power must be turned off at its
control box and locked out. Each worker should have
his own padlock and key to prevent restoring power
until all work on the machine has been completed.

be considered in an employers evaluation


of pertinent lockout/tagout procedures.
a. Ensure that all moving parts are at rest
and, when appropriate, that the slide is
either at the bottom of the stroke or
blocked in position.
b. Check for pneumatic, hydraulic or other
pressurized devices or lines such as
used in die cushions that could be
involved in the operation. If they affect
the area under maintenance, bleed,
drain or purge them to eliminate pres-
sure, contents, or both.
c. Valves controlling these lines (Figure 2)
should then be locked open or shut,
depending on their function and position
in the line. Air systems should be vented Figure 2 indicates how ultrasonic inspection of a press
to the atmosphere; surge tanks and crank can reveal fatigue cracks if any are present.

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National Safety Council
Data Sheet 603 Rev. July 2004

position and could drop. Either lower Drive mechanism


them to their lowest position or block, 12. Accuracy of slide alignment and move-
clamp or chain them in place. ment must be carefully maintained to pre-
f. Check for sharp or projecting parts or vent die misalignment that may result in
surfaces that could cut, tear or gouge. die fracture or flying parts. Excess clear-
Either remove or pad them. ance at the gibs or in bearings located in
g. Restore to normal conditions all equip- the connections, crankshaft, pitmans, wrist
ment and/or systems that were dis- pins, ball and socket, etc., could affect
abled, vented or otherwise taken out of alignment. Proper lubrication of these bear-
normal operating position or condition. ings is essential.
13. Drive belts should be properly adjust-
Inspection ed. If they are loose, there may be excess
9. Mechanical power presses are subject slippage. If they are too tight, overloading
to heavy loads, shocks and vibrations. The of the motor bearings or the shaft may
employer should refer to the manufactur- occur, which may result in a premature fail-
ers or the modifiers maintenance instruc- ure. Properly adjusted belts may slip slight-
tions and manuals in preparing for a ly on the initial start-up of a motor but
complete inspection and for developing an should not slip during press operation.
inspection format or procedure. Tighten and secure all motor-mounting and
bracket bolts to prevent the motor from
Frame falling. Install safety cables where there is
10. The press frame is the backbone of the danger of the motor or its mounting base
press. Those press members subjected to falling.
the working (die) load are the crown, 14. All bearings should be properly lubri-
uprights, bed and tie rods (i.e., the frame), cated with particular care given to shaft-
and the slide and connections. These load mounted flywheel bearings. If these
carrying items require inspections for bearings should seize, they may cause
cracks or fractures, particularly after a shaft rotation, shaft failure, or unintended
known overload. This is particularly true if slide movement.
the press has become stuck at the bottom 15. Whenever a crankshaft or shaft carry-
of the stroke position or if excessive ton- ing the flywheel or clutch and brake is
nage has been exerted. removed from a press, it should be inspect-
11. The press should be secured in a man- ed for fatigue cracks. For presses used on
ner that prevents it from walking. When a regular basis, serious consideration
resilient floor mountings are used, pipes should be given to yearly inspection for
connecting to the press should be free to cracks, bending or deformation. Fatigue
move in order to prevent pipe breakage. All cracks can be detected by numerous
fasteners must be kept tight by proper inspection methods, including ultrasonic,
torquing, use of lock washers, wire-locking radiographic, magnetic or dye penetrant.
threaded inserts, plastic thread compound, 16. To maintain control over slide move-
or as specified by the manufacturer or ment, keys must fit tightly and gears must
modifier. When replacing special lock nuts be properly timed and in good operating
or high-tensile studs or screws, they condition. Loose-fitting gears may make it
should be replaced by like, kind and quality. difficult to keep keys tight. If keys cannot

3
National Safety Council
Data Sheet 603 Rev. July 2004

be kept tight, the cause should be deter- performing any disassembly of air-counter-
mined and corrected by recutting keyways, balance systems.
fitting new keys, building up the shaft or 21. If any part of a knockout mechanism
reboring the gear as needed. creates a pinch point with other parts of
the press and is within reach from the floor,
Slide or ram the pinch point should be covered/guarded.
17. Inspect the slide/ram-adjusting, screw- 22. Check for fatigue cracks in the
locking provisions to be sure die-shut slide/ram adjusting screw and its connec-
height can be maintained during operation. tion. Check for secure fastening of the
On a press with a motorized slide/ram- slide to the slide adjusting mechanism and
adjusting screw, the motor should be the connection to the crankshaft. All
checked for loose mounting bolts, loose mechanical power presses are capable of
drive chain or gears, worn or frayed flexible producing an overload force several times
rope and loose electrical connections. the press tonnage rating at the bottom of
Check slide-adjustment limit switches for the stroke. Sudden failure of any of the
proper operation and adjustment. parts attaching the slide to the crankshaft
18. When the slide must be moved a small may cause an equally sudden and danger-
amount on full-revolution clutch presses ous dropping of the slide/ram. When
with bar provisions, a spring-loaded hydraulic overloads are provided, they
turnover bar, should be used after the clutch should be inspected for damage, broken
is tripped instead of jogging the motor. components, and proper adjustment in
19. Make sure the bed and bolster plate is accordance with the manufacturers or
level (see Figure 3), slide movement is per- modifiers recommendations.
pendicular (angularity) to the plane of the
bolster plate (see Figures 4 and 5) and that Cushions
the die die-mounting surfaces are parallel 23. Hazardous motion can result if air gas
(see Figure 6). or hydraulic die cushions are not de-ener-
20. If the slide is counterbalanced by gized properly. Care must be taken to make
springs, the springs should be checked for sure that all pressure is removed from cush-
signs of fatigue or breakage. If the slide is ions before any maintenance has begun on
counterbalanced by air, a check restrictions, any cushion bolster or pin plate associated
correct operating pressure, loose piston with the dies. The large cylinder area com-
rods, lubrication, and proper operation of mon in die cushions creates great forces at
the air-pressure switch. All counterbalance relatively low air pressure. Because of die
systems support brackets should be tight, cushion locations, it is common that chips,
with fasteners properly secured. An air- flashings and other scrap can cause them to
pressure rise on the down stroke should be stick or jam in a depressed position and
made for air leaks. Air in the line of the appear inoperative, thus creating a serious
press in excess of 20 percent may indicate hazard if the situation is not properly
a surge tank filling with condensation or assessed and corrected.
lubricant. Periodic draining of all surge tanks 24. Pressure pads and die cushions should
is recommended to alleviate this condition. be examined for foreign or scrap material
In high humidity areas, sight gages should between the pressure pad and the bolster.
be considered. Release air pressure before A check should also be made for faulty

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National Safety Council
Data Sheet 603 Rev. July 2004

Figure 3 provides a schematic of a spring-loaded turnover bar. The spring action on the end of the bar makes
it impossible to leave the bar in the bar hole. Type A shows the spring welded to the collars; Type B shows a
sliding collar with a pin riding in a slotthis design is not suitable for small bar holes. This illustration is taken
from Safety Requirements for the Construction, Care and Use of Mechanical Power Presses (ANSI B11-1).

Figure 4 shows the use of a dial indicator to check Figure 5 shows the use of a dial indicator and
the parallelism of the slide and bolster. The indicator square to determine that slide movement is perpen-
is moved around the periphery of the die space. dicular to the plane of the bed.

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National Safety Council
Data Sheet 603 Rev. July 2004

packings, leaks, improper lubrication and d. In continuous mode, check the prior
loose nuts and screws on the supporting action required feature of the continu-
rods or plates. Cushion pins must remain ous control, and check the top stop fea-
erect to prevent binding of the pins in the ture. Check that neither single stroke nor
bolster holes, which can create a hazard by continuous will function unless the drive
the sudden release of the cushions. Out-of- motor is running in the forward direction.
round, elongated holes should be redrille to e. Check the (emergency) stop control fea-
use larger diameter pins. ture in all modes.
26. Refer to OSHA regulations, Section 29
Part-revolution clutch presses CFR 1910.217, or appropriate state regula-
25. Part-revolution clutch presses may be tions for clutch-control-reliability compliance.
arranged to function in the inch, single stoke, 27. Friction-clutch units are spring released
or continuous modes or in a combination of and brake units are spring set. When the
these. The various operating modes should clutch and brake are interconnected
be checked at regular maintenance periods: mechanically (using a common activating
a. In the inch mode, check the inching means), only one unit can be engaged at a
function of clutch and brake with the time when properly adjusted. When the
operating control button(s). Check for clutch and brake are physically separated,
consistent clutch/brake response. each operated by its own activating means,
b. In single stroke mode with two-hand a sequencing means must be employed to
control as the method for point-of-opera- ensure that clutch engagement occurs after
tion safeguarding, check that the motor brake disengagement and that clutch disen-
is running correctly in the forward direc- gagement occurs before brake engagement.
tion, and additionally, verify the following Various pneumatic or electrical systems can
features: be used. When servicing the clutch and
Anti-repeat brake on non-balanced machines, bring the
Interrupted stroke slide/ram to bottom of stroke position, shut
Holding time capability on down stroke off the main drive motor, stop the flywheel,
Automatic return from bottom of lock out the electrical disconnect, and
stroke to top of stroke. exhaust the air-counterbalance system. Only
Brake monitoring after the clutch and brake has been properly
Proper run-button location from safety adjusted should the proper air pressure be
distance calculations. restored to the counterbalance system.
Control reliability design 28. The clutch/brake mechanism should
c. In single stroke mode operated by a sin- be checked for loose bolts and nuts, bro-
gle run button or a foot switch, check the ken parts, lubrication leaks, air leaks,
following features: excessive accumulation of particles of the
Holding time capability on down stroke friction lining, condition of the lining and
Automatic return from bottom to top broken springs. Always refer to the press
of stroke manufacturers or modifiers specifications,
Anti-repeat and replace parts with recommended
Brake monitoring if press is so replacement parts. Fasteners should be
equipped (depends on method of safe- secured in accordance with manufacturers
guarding used). or modifiers instructions.

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National Safety Council
Data Sheet 603 Rev. July 2004

29. The top-stop limit switches position inspected for excessive wear broken
should not be adjusted to compensate for springs, loose parts, loose or broken wires,
brake wear. peened solenoid-magnet surfaces, badly
30. Refer to the press maintenance manu- burned contacts and dirt. Device or circuit
als for the proper setting of the cycle-top grounding connections should be checked
stop. The clutch and brake should operate for continuity. Badly worn contacts should
smoothly and engage and disengage quick- be replaced in accordance with the manu-
ly. The press slide should stop quickly facturers or the modifiers recommenda-
when the brake engages. tions. Any electrical contact or circuit should
31. Dual, monitored, clutch/brake air valves not be jumpered to defeat its original func-
must be used on all machines. They should tion. Particularly, inspect the rotary limit-
operate smoothly, without sticking or leak- switch drive and its drive failure detection
ing. Use of air line filters and lubricators (if system; failure of these mechanisms may
required) is essential to prevent valves from result in press stopping malfunction. Make
sticking due to dirt or scale from the air line. sure the rotary limit-switch cover is in good
Leaky valve seals should be replaced. repair and in place to minimize damage and
Valves should be inspected, cleaned and wear to the limit switch (see National
adjusted in accordance with manufacturers Safety Council Safety Data Sheet No. 624).
or modifiers recommendations. Be sure 33. A wet-type (oil), air-actuated friction
that exhaust ports are kept clear. The clutch/brake mechanism has much the
exhaust muffler should be of a type recom- same type of maintenance requirements
mended by the valve manufacturer and as the dry friction clutch/brake type. Refer
should be no smaller than the exhaust port to manufacturers or modifiers recommen-
size. Mufflers should be cleaned and dations for special care.
inspected frequently to prevent deteriora- 34. The eddy current electrical clutch/brake
tion of stopping performance. Air-line filters, mechanism has no friction surfaces to main-
lubricators and moisture traps will increase tain, but it does have slip rings and a special
the life of seals and contribute to proper electrical control to maintain the torque and
operation of the clutch and brake. Traps and slip characteristics. Refer to the manufactur-
strainers should be included in scheduled ers recommendations for special care. If a
maintenance and be checked and serviced mechanical holding brake is incorporated
frequently. Plastic oil reservoirs and air-line into the system, refer to paragraphs 26, 27
lubricators should be checked for cracks and 28 for proper maintenance.
and never cleaned with solvents that may
adversely affect plastic. Use only lubricants Full-revolution clutch presses
recommended by the valve manufacture 35. Positive clutches are almost always
that are compatible with the valve seals. full-revolution types. Usually, a tripping
Metal bowl guards are recommended to be device releases a previously retracted
used with pressurized reservoirs. Schedule engaging member, permitting it to engage
regular lubricator maintenance. with its counterpart. A full revolution of the
32. Proper performance of the electrical crankshaft must then occur before the
and electronic controls affects the opera- engaging member is retracted as it
tion of the system. Push-buttons, limit approaches the trip mechanism. The trip
switches, relays and contactors should be mechanism must be in its returned position

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National Safety Council
Data Sheet 603 Rev. July 2004

prior to that time. Various designs exist, position because the brake is incapable of
known by different names such as pin, jaw, stopping the slide quickly. If severe
dog, key, knife, rolling key, for example, enough, this over-travel can damage the
depending on the manufacturer. Usually mechanism and may cause clutch reen-
associated with this type of clutch is a band gagement. It is characteristic of many
or a shoe brake, which applies a continu- mechanically actuated clutch and brake
ous braking effort to the crankshaft. mechanisms that the press may appear to
36. The full-revolution clutch should be be functioning properly while actually mal-
examined for cause of abnormal noise, functioning. All braking mechanisms must
loose parts, worn clutch disengagement effectively stop and hold the crank in its
mechanisms, broken or weak springs, dam- top-stop position. Care must be taken
aged lubrication seals and excessive wear through preventive maintenance to evalu-
in the bearings. Proper seating or position- ate and correct poor braking before failures
ing of the clutch latch or cam mechanism is and malfunctions occur.
extremely important. Full latch or cam con- 39. Operators must be trained to notice
tact must be made to disengage the clutch any change in the performance or sound of
and keep it disengaged. The engaging sur- the press. Any change should be reported
faces must not become worn or irregular. to supervision immediately. Do not contin-
No looseness or uncontrolled movement of ue operation until the press has been care-
the latch mechanism can be permitted. All fully inspected and necessary repairs are
fasteners and keys should be installed prop- completed.
erly and checked for tightness, including
those that retain the flywheel or gear in its Modifications
proper position on the crankshaft. Worn or 40. Modifications to a press should not
broken parts should be replaced with man- be undertaken without understanding the
ufacturers replacement parts. The clutch impact such modifications may have on
must be maintained and adjusted to con- press performance and safety. There are
form to the information provided by its man- construction features that may relate to
ufacturer or modifier. safety that are not readily seen. Modifica-
37. Unless a full-revolution press is dedi- tions should be discussed with the origi-
cated to continuous stroking using auto- nal manufacturer or the modifier before
matic feed exclusively, it should be proceeding.
equipped and operated with an anti-repeat
system or a mechanical single-stroke Sources of information
mechanism. If an electro-pneumatic, anti- American National Standards Institute, 1430
Broadway, New York, NY 10018. Safety Requirements
repeat system is used, it should be for the Construction, Care and Use of Mechanical
checked in a method similar to that Power Presses, ANSI B11.1. Lockout/Tagout, ANSI
described in paragraph 31. Care should be Z244.1.
taken to provide appropriate air pressure National Safety Council, 1121 Spring Lake Drive,
and length of travel to the pull-rod operat- Itasca, IL 60143-3201. Electrical Controls for
ing cylinder to avoid damage to the clutch Mechanical Power Presses, Data Sheet 624.

mechanism or excessive clutch wear. Code of Federal Regulations: Title 29Labor; Part
38. On some full-revolution presses, the 1910Occupational Safety and Health Standards.
Available through U.S. Government Printing Office,
press cycle may over travel its top-stop Washington, DC 20402.

8
National Safety Council
Data Sheet 603 Rev. July 2004

Acknowledgment
This data sheet was revised by the
Automotive, Metals and Power Press
(AMPS) Section of the Business & Industry
Division, National Safety Council, 1121
Spring Lake Drive, Itasca, IL 60143-3201.

Copyright 2008 National Safety Council.


All rights reserved.

Although the information and recommendations con-


tained in this publication have been compiled from
sources believed to be reliable, the National Safety
Council makes no guarantee as to, and assumes no
responsibility for, the correctness, sufficiency or
completeness of such information or recommenda-
tions. Other or additional safety measures may be
required under particular circumstances.

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