I. Selection Guide
1. Calculate Transmission Torque
Calculate the nominal torque (T, N·m) based on motor power (P, kW) and operating speed (n, rpm):
T=9550×P/N
Then multiply by the service factor (K) to obtain the calculated torque:
Tc=T×K
The selection of service factor K depends on load characteristics, starting frequency, and impact intensity. Generally, light and steady loads use 1.0–1.5, while heavy or impact loads use 1.5–2.5 or higher.
2. Determine Misalignment Compensation Requirements
Evaluate the three types of misalignment that may occur between the two shafts during operation:
| Misalignment Type | Description | Selection Notes |
| Angular Misalignment | Shaft center lines intersect at an angle | Single-side compensation for curved teeth typically ≤1.5°; static installation recommended ≤0.5° |
| Radial Misalignment | Shaft center lines are parallel but not concentric | Curved tooth couplings have strong radial compensation capability |
| Axial Misalignment | Axial movement due to thermal expansion | Standard allowable displacement approx. ±5% of coupling total length |
Confirm that the selected model's compensation range covers the actual operating misalignment.
3. Match Shaft Hole Dimensions
Ensure the coupling's bore diameter matches the equipment shaft diameter.
Ensure the bore length matches the equipment shaft extension length.
Recommendation: design the half-coupling length to be 10–30mm shorter than the shaft extension for easy installation and adjustment.
4. Select Structural Type
Choose the appropriate structure based on installation space and maintenance conditions:
Type A (Basic) : Suitable for general operating conditions
Type B (Internal Retaining Ring) : Suitable for higher torque transmission
Type C (External Retaining Ring) : Suitable for applications requiring large axial displacement compensation, also suitable for dusty environments
5. Determine Lubrication Method
| Operating Condition | Recommended Lubrication |
| Low speed, intermittent operation | Extreme pressure lithium grease, replenish regularly |
| Medium speed, continuous operation | Oil bath or self-flow lubrication |
| High speed, heavy load | Forced spray lubrication (with cooling circulation) |
Select lubrication scheme based on operating conditions:
II. Installation Key Points
1. Pre-installation Preparation
Cleaning and Inspection: Remove oil, rust, and burrs from coupling components and shaft surfaces; check for cracks, deformation, or other defects.
Dimension Verification: Confirm that half-coupling bore diameter and length match equipment shaft extension dimensions.
Alignment Tool Preparation: Prepare and calibrate dial indicators, laser alignment tools, etc.
2. Alignment Accuracy Control
Although drum gear couplings have strong compensation capability, initial installation alignment accuracy directly affects service life.
Recommended Static Alignment Standards:
| Equipment Type | Radial Deviation | Angular Deviation |
| Low speed, heavy load (<1500rpm) | ≤0.15mm | ≤0.5° |
| Medium speed (1500-3000rpm) | ≤0.10mm | ≤0.3° |
| High speed (>3000rpm) | ≤0.05mm | ≤0.2° |
Reference values above; follow manufacturer specifications.
Alignment Adjustment Principle:
Follow the steps: "Adjust angular first, then radial".
Angular deviation is adjusted by adding or removing shims under the motor or equipment base.
Radial deviation is adjusted by horizontally moving the equipment.
3. Assembly Operation Points
Fit Method: Transition fit or small interference can use press-fit method; large interference or large equipment should use shrink-fit assembly (heat gear ring to approx. 200°C)
Cleanliness: Do not leave debris (metal shavings, dust, etc.) inside the coupling cavity during assembly
Meshing Check: After assembly, check tooth surface meshing; contact area should be ≥50% along tooth height and ≥70% along tooth width
Smooth Rotation: Rotate the coupling by hand; it should move freely without sticking
4. Bolt Tightening
Use a torque wrench to tighten connecting bolts evenly in diagonal cross sequence.
Recheck and retighten bolts after 24–48 hours of operation (to prevent loosening from vibration).
5. Thermal Expansion Allowance
Equipment will experience thermal expansion during operation. Allowance must be reserved during cold alignment. Recheck alignment parameters after hot operation.
III. Post-installation Verification
Static Recheck: Measure alignment deviation again after installation to confirm within allowable range.
No-load Test Run: Start the equipment and observe for abnormal vibration or noise.
Load Verification: Gradually increase load to rated conditions; monitor vibration, noise, and bearing temperature changes.

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