BHD Manual

Installation and Operating Instructions
with Parts List

BHD Series Top Entry Mixers
including BHDO, BHDS & BHDM
Customer
Tag No. P.O. No.
Model Serial No.
Drawing No.
Date:
4 Heritage Park, Clinton, CT 06413-0912 (ph) 860-669-1199 (FAX) 860-669-7461 E-mail: Info@emimixers.com Web: www.emimixers.com
Table of Contents
I. INTRODUCTION...................................................................................................................................................................... 3
HOW TO USE THIS MANUAL ........................................................................................................................................................... 3
WARRANTY .................................................................................................................................................................................... 3
ITEMS FURNISHED WITH REDUCER ................................................................................................................................................. 3
UNCRATING & INSPECTION ............................................................................................................................................................. 3
STORAGE PRIOR TO INSTALLATION ................................................................................................................................................. 3
BASIC DRIVE UNIT DIMENSIONS ..................................................................................................................................................... 5
II. INSTALLATION....................................................................................................................................................................... 6
MOTORS .......................................................................................................................................................................................... 6
MOTOR BRACKET ........................................................................................................................................................................... 6
FALK HIGH SPEED (MOTOR) COUPLING.......................................................................................................................................... 7
WOODS SURE FLEX HIGH SPEED COUPLINGS ................................................................................................................................ 8
REDUCERS .................................................................................................................................................................................... 10
Welding .................................................................................................................................................................................... 10
Effects of Solar Energy............................................................................................................................................................. 10
Foundation, General ................................................................................................................................................................ 10
Foundation, Concrete............................................................................................................................................................... 10
Foundation, Steel ..................................................................................................................................................................... 10
MIXER MOUNTING ........................................................................................................................................................................ 11
Gear Drive Alignment .............................................................................................................................................................. 11
LOW SPEED COUPLING.................................................................................................................................................................. 12
SHAFTS ......................................................................................................................................................................................... 12
Upper Shaft/Reducer Coupling ................................................................................................................................................ 13
Shaft/Shaft Coupling ................................................................................................................................................................ 13
IMPELLERS .................................................................................................................................................................................... 14
XTF-3 Impellers Installation (Option) ..................................................................................................................................... 15
STUFFING BOX INSTALLATION (OPTION) ...................................................................................................................................... 17
MECHANICAL SEAL INSTALLATION (OPTION)............................................................................................................................... 18
STEADY BEARING INSTALLATION (OPTION) ................................................................................................................................. 19
BOLT TORQUE............................................................................................................................................................................... 20
Coupling Bolts Low Speed Shaft ........................................................................................................................................... 20
Blade Arm Bolts ....................................................................................................................................................................... 21
Reducer & Mounting Plate Bolts ............................................................................................................................................. 21
III. OPERATION & MAINTENANCE......................................................................................................................................... 22
GENERAL INFORMATION ............................................................................................................................................................... 22
START-UP ...................................................................................................................................................................................... 22
PERIODICALLY .............................................................................................................................................................................. 22
PREVENTIVE MAINTENANCE ......................................................................................................................................................... 22
After First Week ....................................................................................................................................................................... 22
After First Month...................................................................................................................................................................... 22
GREASE LUBRICATED SEALS ........................................................................................................................................................ 22
LUBRICATION................................................................................................................................................................................ 23
Lubrication Recommendations................................................................................................................................................. 23
Viscosity (Important)................................................................................................................................................................ 23
Oil Levels ................................................................................................................................................................................. 23
Petroleum Based Lubricants .................................................................................................................................................... 24
LUBRICANT CHANGES................................................................................................................................................................... 25
BEARING & SEAL GREASES .......................................................................................................................................................... 25
IV. Parts Lists & Exploded Views.................................................................................................................................................. 27
General Information................................................................................................................................................................. 27
Sample Nameplate.................................................................................................................................................................... 27
Cutaway view of a Double Reduction Gearbox........................................................................................................................ 27
BHD-3 DOUBLE REDUCTION EXPLODED VIEW ............................................................................................................................ 28
BHD-4 THRU -9 DOUBLE REDUCTION EXPLODED VIEW ............................................................................................................... 30
BHD-4 THRU -9 TRIPLE REDUCTION EXPLODED VIEW ................................................................................................................. 37
Cleveland Eastern Mixers - Division of EMI Inc. Technology Group 4 Heritage Park, Clinton, CT 06413-0912 2
I. INTRODUCTION
BHD reducers are engineered and built specifically to handle the unique and demanding requirements of
mixing applications. The Spiral Bevel / Helical Gear reducer is designed for tough mixing requirements in
industries like chemical processing, food processing, pulp and paper, pharmaceutical, power generation,
mining and waste water treatment.
To obtain maximum performance and trouble free service from this CLEVELAND equipment, follow all
instructions carefully. This unit should not be used for any purpose other than the service for which it was
originally specified. The Cleveland Mixer Division of EMI offers Installation service, maintenance
seminars and aids in planning spare parts programs. Contact EMI for details.
How to Use This Manual

This manual provides information and instructions on the installation, operation and maintenance of
CLEVELAND BHD SPIRAL BEVEL GEAR MIXERS, sizes BHD-3 through BHD-9. The Table of
Contents on the previous page will help you find the information you need.
Warranty
EMI warrants that for a period of one year from the date of shipment, the product described will deliver
successfully its rated output as indicated in the quotation, provided it is properly installed and maintained,
correctly lubricated and operated in the environment and within the limits of speed, torque or other load
conditions for which it was sold.
Items Furnished with Reducer
The parts furnished with a standard BHD DRIVE include the following:
T frame motor and motor bracket
High speed coupling
OSHA motor/coupling guard
Spiral bevel gear reducer
Low speed coupling
Mounting base (open tank option)
Reducer support/Seal (closed tank option)
Uncrating & Inspection
Be sure to use care when uncrating and handling the mixer. Certain parts such as turbine hubs, turbine
blades, couplings, steady bearing, seals and hardware may be packed individually inside the crate.
Be sure all components are accounted for before discarding packing materials.
The mixer should be carefully checked for possible shipping damage. Any damage should be reported
immediately to the transportation company and EMI, Inc.
Improper handling may cause damage to the mixer and seriously reduce the service life. The shaft has been
straightened to within .003" per foot. Extra care should be taken to see that it is not damaged in the process
of uncrating.
Before beginning work on any installation, make sure you have all required parts. Keep all parts for a single
installation together at all times.
NOTE: DO NOT LIFT OR SUPPORT THE MIXER BY ANY PART OF THE SHAFT.
Storage Prior to Installation

During storage, be sure that the shaft is fully supported along its entire length and that heavy items are not
place on top of the shaft. Similar cautions should be taken for storage of impellers.
(ph) 860-669-1199 (FAX) 860-669-7461 E-mail: Info@emimixers.com Web: www.emimixers.com 3
1. Mixer shafts should be removed from crates and coated with Cosmoline or a suitable preservative.
(NOTE: Even stainless steel shafts should be coated where they come into contact with steel banding or
hold-down straps). Then re-crate the shaft and provide support so that no bending or set takes place.
2. When storing carbon steel shafts and impellers out of doors, apply a suitable grease or rust preventive to
all parts.
3. Turbine parts should also be coated with a preservative, especially the bore of the turbine hub.
4. Motors should be stored in a cool, dry environment; and the motor shafts rotated 360 at least once each
month.
5. Each gear drive is protected with rust preventive that will protect parts against rust for a period of 4
months in an outdoor shelter or 12 months in a dry building after shipment from the Factory. If a gear
drive is to be stored, or is inactive after installation beyond the above periods, drain oil from housing
and spray all internal parts with a rust preventive oil that is soluble in lubricating oil or add
Motorstor" vapor phase rust inhibitor at the rate of one ounce per cubic foot of internal drive space
(or 5% of sump capacity) and rotate the shafts several times by hand. The vent cap and vented dipstick
should be replaced with a plug (vented dipstick and vent cap assembly should be attached to gear drive
for future use) so that the protective rust inhibiting atmosphere is sealed inside the drive. Install the vent
cap and vented dipstick when preparing drive for operation. Before operating, drives which have been
stored or inactive must be filled to the proper level with oil meeting the specifications given in this
manual. Reducers that have been stored or inactive for an extended period with no preventive
maintenance, the top cover should be removed and a preservative thoroughly sprayed into the housing,
bearings and gears. Once this is done, monthly spraying should be followed.
Basic Drive Unit Dimensions

II. INSTALLATION
Most mixer operational problems can be avoided by following proper installation and operation instructions.
The following installation instructions should be closely adhered to in order to ensure trouble free operation.
Read this entire manual prior to beginning installation.
Always operate the mixer in a fluid which has a specific gravity and viscosity less than or equal to the
design specific gravity and viscosity.
When starting the mixer, make sure the impeller is not buried in solids or a "set-up" fluid.
Operate stuffing boxes or seals only at or below the design temperatures and pressures specified.
When making field changes of motor horsepower, mixer speed, shaft length, impeller diameter, width,
etc., be sure to consult with EMI Inc.
Do not operate without filling the unit with the appropriate lubricant. Consult Section III, Operation and
Maintenance, of this manual.
Motors
These mixers are supplied with the finest electric motors available. They are manufactured by nationally
known sources. Under normal operating conditions, within specified temperatures, proper installation and
maintenance, these motors are guaranteed to deliver rated output.
To get top performance and long life from any electric motor, be sure there's plenty of air circulation and a
minimum of obstructions. On fan cooled motors, be sure not to choke off the suction inlets. Also be sure to
check the allowable temperature that's indicated on the motor plate. Don't decrease the service life of a
motor by operating it at excess ambient temperature.
Check the operating full load motor amperage (FLA) and voltage before operating the mixer to make sure it
does not exceed the nameplate rating.
To avoid damage to the motor during temporary overloads, jams, etc., be sure overload protection is
provided. Starter overload heater elements can be sized, from the full load current of the motor, as shown on
the motor nameplate. It's advisable to consult a supplier of motor control equipment when selecting heaters.
Be sure to check rotation of the mixer before it is operated. To reverse the rotation of
standard 3 phase electric motors, simply switch any two power leads. Consult the motor
wiring diagram and make sure that power service is disconnected and locked out prior to
working on the motor wiring. Check the manufacturer literature for other drives.
The mixer motor is made by a reputable manufacturer with service facilities located throughout the United
States. In event of difficulties contact the nearest service representative. The manufacturer's name appears
on the motor nameplate. The local service facility will honor the motor warranty.
Motors and variable speed drives that are large in relation to the gear case are mounted on the motor bracket
when shipped. However, to avoid shipping damage the motor bracket is removed. When installing the motor
bracket, realign it to the gear case, reinstall the flexible coupling and bolt the bracket into position.
Before shipment from the factory, motor/gear drive flexible couplings are aligned and shimmed. If required,
realign the coupling at installation.
Additional motor supports may be required. Refer to the Assembly Drawing.
Motor Bracket
The weight, location and starting torque of the motor will cause some brackets to deflect downward and to
twist. This movement is within allowable engineered limits for motor-drive selections. If the customer
considers the movement excessive, jackscrew supports for the bracket extension are available. To
compensate for deflection caused by heavy motors and to get correct coupling alignment, use more shims
under the rear motor feet than the front feet.
Falk High Speed (Motor) Coupling

Woods Sure Flex High Speed Couplings
Reducers
The basic drive is designed for pedestal mounting with a bolt circle on the
housing underside that is concentric about the low speed shaft. The lower low
speed seal cage or end cover has a close tolerance machined outside (register)
diameter for accurate positioning of the drive on the pedestal. Refer to the
following table for housing mounting bolt circle data.
The adapter base (optional) is registered on the lower
low speed seal cage or end cover and uses the same
bolting as used for customer pedestal mounting. The
drive with an independently supported output shaft is
supplied with a pedestal base that has a unique
foundation bolt pattern.
Unit Housing to Pedestal/Adapter Base Bolting Data

Unit Size Qty Fastener Size Bolt Register Housing Thread
Circle Dia. -Nom Depth
300 8 .500-13UNC 11.50 8.500 .72
400 8 .625-11UNC 12.00 9.500 .90
500 12 625-11UNC 13.00 10.250 .90
600 12 .625-11UNC 15.00 11.500 1.12
700 12 .750-10 UNC 17.00 13.000 1.12
800 12 .875-9 UNC 20.00 15.000 1.12
900 12 .875-9 UNC 20.00 15.000 1.12
Welding
Do not weld on the gear drive or accessories without prior approval from EMI. Welding on the drive may
cause distortion of the housing or damage to the bearings and gear teeth. Welding without prior approval
will void the warranty.
Effects of Solar Energy
If the gear drive operates in the sun at ambient temperatures over 100F(38C), then special measures
should be taken to protect the drive from solar energy. This protection can consist of a canopy over the drive
or reflective paint on the drive. If neither is possible, a heat exchanger or other cooling device may be
required to prevent the sump temperature from exceeding 200F.
Foundation, General
To facilitate oil drainage, elevate the gear drive foundation above the surrounding floor level. If desired,
replace the drive oil drain plug with a valve, but provide a guard to protect the valve from accidental
opening or breakage.
Foundation, Concrete
If a concrete foundation is used, allow the concrete to set firmly before bolting
down the gear drive. For the best type of mounting, grout structural steel
mounting pads into the mounting base as illustrated, rather than grouting the
drive directly into the concrete.
Foundation, Steel
When mounting gear drive on structural steel, it is recommended that an
engineered design be utilized for a pedestal, adapter base or bed to provide
sufficient rigidity, to prevent induced loads from distorting the housing and
causing gear misalignment. In the absence of an engineered design, it is
recommended that a base plate, with thickness equal to or greater than the
thickness of the drive base, be securely bolted to steel supports and extend
under the entire drive as illustrated
Mixer Mounting
Incorrect mounting is often a cause of mechanical difficulty with a mixer. Unless specified on the mixer
assembly drawing, the mixer extension shaft is designed to run in a true vertical position.
NOTE: Never angle or side mount. Never mount on a nozzle or pad which is skewed away from horizontal.
While operating, there's random fluid motion in the vessel that exerts great forces on the extension shaft
of the mixer. The mixer accommodates these forces since they are transmitted directly to the support
mountings. Therefore, the mounting system must be rigid. It must support dead mixer weight as well as
live mixer reactions that result from Torque and Bending Moment. It is not enough to design the support
system for acceptable levels of stress. It must be rigid enough to take care of start-up torque load and
preclude large deflections which may result in mixer vibration.
When designing the structure to accommodate bending moments, be sure the structure is sufficiently
rigid so that the mixer extension shaft will not move more than 1/32" per foot of shaft length due to
deflection of the structure. Where vessel internals require very close proximity to turbines or shaft,
special shaft deflection limits may be defined on the basic assembly drawing.
Gear Drive Alignment

Align drive with driven equipment by placing broad, flat shims under all
mounting pads. Start at the low speed shaft end and level across the
length and then the width of the drive. Check with a feeler gauge to make
certain that all pads are supported to prevent distortion of housing when
drive is bolted down. After drive is aligned with driven equipment and
bolted down, align prime mover to drive input shaft. If equipment is
received from EMI mounted on a bedplate, the components were
accurately aligned with the bedplate mounted on a large, flat assembly
plate. Shim under the bedplate foot pads until the gear drive is level and
all feet are in the same plane. Check high-speed shaft coupling alignment. If the coupling is misaligned, the
bedplate is shimmed incorrectly. Re-shim bedplate and recheck high speed coupling alignment. If
necessary, realign motor.

Low Speed Coupling
Flanged type rigid couplings are typically used on drives with vertical output shafts. The BHD gearbox has
a drive coupling attached to the low speed output shaft. This coupling has a female register. This coupling
has been shrunk fit to the reducer shaft and should not be removed unless specified by EMI Inc.
Low Speed Coupling Selection & Keeper Plate
Fastener Data
Drive Rigid Coupling Coupling Flange Keeper Plate Fastener Data
Size Size* Fastener
Size Bolt Circle
Tightening Torque
Ib-in.
BHD-3 10200 900 .500-13 UNC 2.00
BHD-4 1025G 1800 .500-13 UNC 2.50
BHD-5 1030G 1800 .625-11 UNC 2.75
BHD-6 1035G 3000 .625-11 UNC 3.75
BHD-7 1040G 3000 .750-10 UNC 4.00
BHD-8 1045G 3000 1.125-7 UNC 4.50
BHD-9 1045G 3000 1.125-7 UNC 4.50
*The outside diameter of the selected rigid coupling is less than the seal cage register
diameter to accommodate pedestal mounting with coupling hub installed.
Shafts
The shaft will either mount directly to the gear reducers flanged coupling as a one piece shaft or it will be
assembled from sections of shaft that are joined by bolted flanges. All flanged connections are machined
mated faces and great care should be taken in their assembly. Both coupling faces should be wiped
clean and checked for burrs before joining them together.
NOTE: Where static or dynamic balancing is specified on high speed mixers, impeller parts and shafts are
match marked. Install according to the match marks. Take special care to locate and align all match marks
on the coupling edges to ensure proper fit. (This would be identified on the Basic Assy Drawing.)
NOTE: When shipped, the extension shaft was straight to within thousandths of an inch per foot.
Handle the shaft carefully to be sure that it is not damaged.
After the shaft has been installed, check it for straightness. Storage and handling may have resulted in a
bend. To check it, an indicator is placed at the end of the shaft and the high speed shaft is then rotated by
hand. Runout of the total shaft should not be in excess of .003" per foot of shaft length. If the runout is
greater, the shaft can be re-straightened in the field.
To re-straighten the shaft, follow this procedure: Note: This should only be done by properly trained
personnel. Damage to the shaft as a result of following these instructions will be the responsibility of the
person performing the work.
a. Where the maximum, positive readout is found, place the indicator on the side of the shaft.
b. Now, heat the shaft at a point of 180 degrees from the indicator and just below the first in-tank
coupling, apply heat just below the mounting nozzle.
c. The shaft will grow toward the indicator as heat is applied to it. However, do not permit the surface
temperature of the shaft to go over 500F.
d. The shaft will straighten since it will draw more than it grows.
e. After each heating process, recheck the shaft until the straightness is within tolerance.
Upper Shaft/Reducer Coupling
The upper shaft or shaft section, if it is a multi-piece shaft assembly, will have either a welded coupling or a
removable tapered bore coupling that will mate with the low speed shaft on the reducer. Refer to the
assembly drawing at the end of this manual for the specific shaft design
Welded Coupling
The welded coupling is used on upper shaft sections for open tank mixers that do not have any impellers
mounted to it that would need to be removed.
Tapered Bore Coupling
The upper shaft is assembled to the taper coupling and held in place by the internal cap plate bolted to the
top of the shaft.
Shaft/Shaft Coupling
The rigid coupling is the welded flange type that requires no installation and would normally be found
attached to the upper shaft assembly either in or out of the process. There may be several of these type
connections between shaft sections in the assembly

Impellers
To install any impeller, simply slide the impeller hub onto the extension shaft above the shaft keyway.
NOTE: Keys have drill points on one side for set screw alignment.
Slide the hub back down the shaft and over the key until the hub is positioned over the drill point. Firmly
tighten the hub set screw into the key. Now that the impeller hub is on the shaft, firmly bolt the impeller
hardware (blades, discs, stabilizers) into place.
All in-tank fastenings involving the couplings and turbine hubs do not use lockwashers. All in-tank
fastenings should be rechecked for tightness after 1500 hours of operation. It is also recommended to check
at scheduled shutdown periods. All shaft and impeller bolts should be torqued to the values shown in the
Bolt Torque section in this manual. This is important for proper bolt performance.
Where split hub turbines are supplied, the hubs should be fit around the shaft and loosely assembled before
positioning the hub on the key. The split hub bolts may then be tightened and torqued following a crossing
pattern to insure uniform tightening of the bolts.
XTF-3 Impellers Installation (Option)
1. XTF-3 impeller blades and hubs are shipped disassembled.

2. Slide the hub to the desired location over the key. Tighten the set screw over the key. Impellers over 50
inches in diameter are provided with Gib keys. Lower the hub slowly until it rests on the Gib, then
tighten the set screw.
3. Assemble the blades to the underside of the hub using four hex head cap screws and nuts
per blade as shown . Torque all bolts to the required specifications
4. Retighten all bolted connections using proper torque settings before starting the mixer.

AXF-4 Impeller Installation (Option)
1. Axial flow turbines are shipped disassembled.

2. To install impeller hub on the shaft, refer to the sketch below. Slide the hub to the desired location over
the key. Tighten the set screw over the key. Impellers over 50 inches in diameter are provided with Gib
keys. Lower the hub slowly until it rests on the Gib. Tighten the set screw over the key.
3. The blades are to be assembled to the hub as shown. Torque all bolts to the required specifications.
4. Retighten all bolted connections using proper torque settings before starting the mixer.
Stuffing Box Installation (Option)
1. Packing should always be inserted as individual rings, never wound in a spiral. Packing may be cut to
the proper length by winding it around the shaft above the stuffing box, but it is much easier and there is
less chance for error if a mandrel the same diameter as the shaft is used. Packing may be cut straight
across to make a butt joint for low-pressure applications; but, for higher pressures or vacuum service, it
is far better to cut at 45 to make beveled joints. Try the first ring to see that it fits well and that the joint
closes before cutting additional rings. Where required by a special application, Cleveland Mixer will
supply spacer rings for installation between the packing rings.
2. Lubricate each ring generously with grease on the top and bottom surfaces; this will help minimize run-
in time. Usually, four packing rings are used below the lantern ring. Insert each ring individually,
tamping it firmly with a packing tool or other instrument until it is seated and the joint is tight. Stagger
the joints at 90 and 120 offsets.
- Do not insert more than one ring at a time nor depend on the follower to seat the rings the bottom
rings will remain loose and will not function properly. After the proper number of rings below the
lantern ring have been inserted, drop the lantern ring into the tube.
- Insert spacer rings, if furnished, between packing rings.
- Check through the relief port to see that the lower flange of the lantern ring is just below the
lubrication fitting. If it is too high, the lower packing rings have not been tamped down enough, and it
will not be possible to properly lubricate the box.
3. Insert the top rings (usually three) one at a time, tamping each to seat it.
Tighten down the follower evenly so it rests on the packing but does not compress it.
4. Remove the relief port plug in the relief port located on the opposite side of the stuffing box from the
grease fitting. Using a grease gun, fill the lantern ring with grease. Reinstall the plug using a suitable
sealant. Teflon tape is recommended because it will make the plug easy to remove the next time the box
needs lubricating and because it will prevent galling of stainless steel threads.
5. Apply an additional stroke of the grease gun to help distribute the grease in the box. Tighten down the
follower finger tight only. Turn the mixer on and run at atmospheric pressure for 5-10 minutes. Tighten
down 1/2 turn on the follower bolts.
NOTE: Follower should always be pulled down uniformly, and never more than 1/2 turn on the
bolts at one time.
6. With the mixer running, slowly pressurize the vessel to its most extreme operating pressure. At the same
time, tighten slowly on the follower bolts to hold pressure as it rises (or vacuum, as pressure fails).
Never tighten more than 1/2 turn at one time, and let the mixer run at least five minutes between each
tightening. The total amount of tightening will vary, depending on the degree of tamping, the operating
pressure, and the softness of the packing. Hard packing should seal in about one full turn of the bolts.
Softer packing may take two or more turns.
7. If the stuffing box is not sealed after one to two turns on the bolts, back off the bolts until they are loose
and add a stroke of grease through the fitting slowly. Draw down the bolts until they are again just
finger tight. Allow the mixer to run a few minutes, then resume the tightening process, above.
8. Do not tighten the packing beyond the point required to seal the box. Check the box two or three times
the first twenty-four hours of operation. If it starts to leak, an additional 1/4 turn should be sufficient to
stop the leak in a minute or two; otherwise, repeat step 7.
9. After it has been installed and run in, the stuffing box should be periodically lubricated and inspected for
leaks. Do not wait for a leak to start before lubricating the box longer packing life will be realized by
preventing leaks through frequent lubrication. Remove the plug from the relief port and fill the lantern
ring through the fitting with a grease gun. This should take about the equivalent of one stroke of a hand
grease gun for a 2" diameter or larger shaft; somewhat less for a smaller shaft. After some experience
about the amount of grease required, the lubrication interval can be shortened or lengthened. The unit
can be lubricated while the unit is running or off. It is a good practice to lubricate after a prolonged
shutdown.
- When a leak does occur, the first impulse should be to lubricate the packing, not tightening the
follower. (Remember: The packing does not provide the seal; the lubricant does). Make sure the lantern
ring has adequate lubricant, as described above. Replace the relief plug and loosen the follower bolts
until they are just finger tight. Add an additional stroke of grease through the fitting and re-tighten the
follower to its original position. Often this will stop a leak within a minute or so. If the box is still
leaking after five minutes, the follower should be tightened evenly about 1/4 turn until the leak stops.
- After 24 hours of leak-free running, check again to make sure the lantern ring is filled with lubricant.
The stuffing box installation and run-in is now completed. The small amount of extra care taken will be
reflected many times over in long, trouble-free life.
Mechanical Seal Installation (Option)

See separate instruction at the end of this manual for mixers supplied with mechanical seals.
Steady Bearing Installation (Option)
Steady Bearings: When specified, mixers are supplied with an optional in-tank steady bearing. A steady
bearing is an in-tank, process lubricated bearing used to support and restrain the lower end of the mixer.
Steady bearings permit the safe use of smaller diameter, longer shafts, operating at higher rotational speeds.
For proper steady bearing performance, the mixer shaft must be straight (see Shafts and Impellers) and the
steady bearing centered on the shaft. For pad type steady bearings, be sure that the vessel top and bottom
flanges are parallel within 1/40 and concentric within .003" per foot of separation. Shim bracket mounted
steady bearings between the bracket and bearing housing, so they center on the shaft.
After installation, the shaft should turn freely and with some lateral play noticeable in all directions.
Even though a shaft may be straight and properly machined, it may appear to wobble at the bottom. For
longer shafts (20-30 ft.) 1/2 the shaft diameter may be acceptable. However, for shorter shafts, the wobble
should not exceed 1.0 inch.
A mixer shaft designed for use with a steady bearing should never be operated at
design speed without the steady bearing properly installed.

Bolt Torque
NOTE: The bolt torque shown here will develop a fastener preload of 80% of the fastener's minimum yield.
Coupling Bolts Low Speed Shaft
Assume these bolts to be at least Grade 5. The torque required may be found by using the Grade 5 chart and
reading across from the bolt diameter to be used. If stainless bolts are used, proceed with the proper
stainless steel chart.
Any looseness in these bolts causes the coupling to apply a shear load on the bolt and a high impact tensile
load or shock load. This shock load and shear load causes either the bolts to snap, the holes to elongate or
the coupling to fail and/or a combination of all three conditions.
NOTE: In cases where welded upper flanges are combined with removable lower flanges, this gets very
expensive to repair and the entire reducer must be dismantled to repair the flange.
CLAMP LOADS & RECOMMENDED TORQUES FOR DRY ASSEMBLY OF PLAIN FINISH
BOLTS. FOR LUBRICATED ASSEMBLY; REDUCE VALUES SHOWN BY 20%
Bolt size Tensile Grade 2 Grade 5 Grade 8

and stress Preload Torque Preload Torque Preload Torque
thread area (in^2) (lbs) (Ft lbs) (lbs) (Ft lbs) (lbs) (Ft lbs)
1/4-20 0.032 1450 6.0 2035 8.5 2544 10.6
5/16-18 0.052 2389 12.5 3353 17.5 4192 21.8
3/8-16 0.078 3534 22.1 4960 31.0 6200 38.8
7/16-14 0.106 4847 35.3 6803 49.5 8504 62.0
1/2-13 0.142 6448 53.9 9081 75.7 11352 94.6
9/16-12 0.182 8299 77.0 11648 109.2 14560 136.5

5/8-11 0.226 10305 107.4 14464 150.7 18080 188.3
3/4-10 0.334 15230 190.4 21376 267.2 26720 334.0
7/8-9 0.462 *13305 194.0 29568 431.2 29568 431.2
1.0-8 0.606 17452 290.9 38784 646.4 38784 646.4
1-1/8-7 0.763 21974 412.0 48832 915.6 39676 743.9

1-1/4-7 0.969 27907 581.4 62016 1292.0 50388 1049.8
1-3/8-6 1.155 33264 762.3 73920 1694.0
1-1/2-6 1.405 40464 1011.6 89920 2248.0
NOTE: Torques shown are set to develop 80% of minimum yield in fasteners. For torque and preload @ 50% of minimum yield, multiply
values shown by 62.5%. *Minimum yield drops from 57 x 103 @ .750 dia. to 36 x 103 @ .875 dia.
CLAMP LOADS & RECOMMENDED TORQUES FOR DRY ASSEMBLY OF PLAIN FINISH
BOLTS. FOR LUBRICATED ASSEMBLY; REDUCE VALUES SHOWN BY 20%
Bolt size Tensile Stainless Steel Rolled Carpenter 20 Hastalloy "C"

and stress Thread 304, 316, 317 Machined Thread Machined Thread
Thread area Preload Torque Preload Torque Preload Torque
(in^2) (lbs) (Ft lbs) (lbs) (Ft lbs) (lbs) (Ft lbs)
1/4-20 0.032 1272 5.3 1017 4.3 1170 4.9
5/16-18 0.052 2096 10.9 1676 8.7 1928 10.0
3/8-16 0.078 3100 19.4 2480 15.5 2852 17.8
7/16-14 0.106 4252 31.0 3401 24.8 3912 28.5
1/2-13 0.142 6025 55.7 4540 37.8 5222 13.5
9/16-12 0.182 7280 68.3 5824 54.6 6697 62.8

5/8-11 0.226 9040 94.2 7232 75.3 8317 86.6
3/4-10 0.334 13360 167.0 10688 133.6 12291 153.6
7/8- 0.462 18480 269.5 14784 215.6 17002 247.9
1.0-8 0.606 24240 404.0 19392 323.2 22301 371.7
1-1/8-7 0.763 30520 572.3 24416 457.8 28078 526.5

1-1/4-7 0.969 38760 807.5 31008 646.0 35659 742.9
1-3/8-6 1.155 46200 1058.8 36960 847.0 42504 974.0
1-1/2-6 1.405 56200 1405.0 44960 1124.0 51704 1292.6
NOTE: Torques shown are set to develop 80% of minimum yield in fasteners. For torque and preload @ 50% of minimum yield, multiply values
shown by 62.5%.
Blade Arm Bolts

Use the tables as previously outlined to find the required bolt torque
Reducer & Mounting Plate Bolts
These bolts are also subject to high loads and should be properly torqued to prevent bolt stretch and/or
reducer wobble. For situations of large reducer or long shafts with large turbines, use additional care to
make sure these bolts are installed and torqued properly.
If torque wrenches are not available in the field, use turn of the nut method.
This "Turn of the nut Method" can be summed up in one sentence: "Turn the Nut 1/2 to 2/3 turn beyond the
snug tight position." This applies to any bolt of any size. However, fasteners should be clean, rust free and
lightly oiled.
In cases where the nut is not accessible, the bolt may be turned 1/2 to 3/4 turn beyond the snug tight
position. Use lever arm system shown below.
LEVER ARM SYSTEM
Bolt Size Lever Arm
1/4- 3/8 6 inch handle
7/16 - 5/8 12 inch handle
3/4 - 1-1/8 24 inch handle
1-1/4 and over 36 inch handle
This lever arm system can be used with or without lockwasher. If lockwasher shows signs of splitting or
fatigue, it must be replaced.

III. OPERATION & MAINTENANCE
General Information
Refer to the unit nameplate. Operate the unit only within the horsepower and output speed range for which
it was selected and specified. Failure to observe limits of speed, torque, or other load conditions may void
the warranty.
WARNING: Consult all applicable local and national safety codes for proper guarding of rotating elements.
Start-up
Before start-up, check all fasteners, fittings, vents, plugs and connections that may have been loosened
during preparation and installation. Check oil and grease levels and make sure all foundation or mounting
bolts are securely tightened.
Periodically
Carefully check the oil level of the drive when it is stopped and at ambient temperature, add oil if needed. If
the oil level is ABOVE the high level mark on the dipstick, have the oil analyzed for water content.
Moisture in the oil may indicate that the heat exchanger or a seal is leaking. If so, replace the defective part
immediately and change the oil. DO NOT fill above mark indicated as leakage or undue heating may result.
Also check the coupling alignment to make certain that foundation settling has not caused excessive
misalignment. If drive is equipped with a fan, periodically clean accumulated foreign matter from the fan,
fan guard and deflector to allow adequate air flow.
Preventive Maintenance
After First Week

Check alignment of the total system and realign where necessary. Also, tighten all external bolts and plugs
where necessary. DO NOT readjust the internal gear or bearing settings in the drive, these were permanently
set at the Factory.
After First Month

1. Operate drive until old sump oil reaches normal operating temperature. Shut the drive down and drain
immediately.
2. Immediately flush drive with an oil of the same type and viscosity grade as the original charge (warmed
to approximately 100F (38C) in cold weather). Rapidly pour or pump a charge equal to 25-100% of
the initial fill volume through the drive or until clean oil flows through the drain.
3. Close the drain and refill the drive to the correct level with new or reclaimed oil of the correct type and
viscosity. If determined to be in good condition by the supplier, reclaimed oil may be reused if it is
filtered through a 40 micron or finer filter.
Grease Lubricated Seals

Most gear drives are furnished with grease purged seals on the high speed
shaft which minimize the entry of contaminants and abrasive dusts into the
drive or backstop. Gear drives are shipped with NLGI #2 grease in the seal
housing cavities unless otherwise specified. If grease could contaminate the
product, as in the food and drug industries, it should be removed. Grease
that meets USDA "HI" classification is suitable for food processing
applications.
Periodically (at least every six months) depending upon the frequency and degree of contamination, purge
contaminated grease from seals by slowly pumping fresh bearing grease through the seal, WITH A HAND
GREASE GUN, until fresh grease flows out along the shaft. Wipe off purged grease.
CAUTION: Rapid regreasing with a power grease gun can force grease inward past the seals and plug the
oil drain back system causing seal leaks.
Lubrication
Lubrication Recommendations
Carefully follow lubrication instructions on the gear drive nameplate, warning tags and installation manuals
furnished with the gear drive. Lubricants listed in this manual are typical products ONLY and should not be
construed as exclusive recommendations. Industrial type petroleum based rust and oxidation inhibited
(R&O) gear lubricants or industrial type sulfur-phosphorus extreme pressure (EP) gear lubricants are the
recommended lubricants for ambient temperatures of 15F to 125F (-9C to 52C).
For units operating outside the above temperature range, refer to the synthetic lubricants paragraph.
Viscosity (Important)
The proper viscosity grade for R & O and EP lubricants is found in the following table. Select a lubricant
that has a pour point at least 10F (5.5C) below the expected minimum ambient starting temperature.
Useable temperature ranges can sometimes be widened if specific application conditions are known.
Viscosity Grade Recommendations

For R & O or EP Lubricants
Normal Climates
15 to 60F 50 to 125F
Output RPM
(-9 to 16 C) (10 to 52 C)
ISO-VG AGMA ISO-VG AGMA
Output RPM Below 80 150 4 320 6
Outut RPM 80 & Above 150 4 220 5
Oil Levels
Fill the drive with oil to the level indicated on the oil level dipstick. Approximate oil capacities (for ordering
oil) are listed in the following table.
Before starting the mixer, if conditions permit, rotate the input shaft by hand to check for any obstruction.
Then start the drive and allow it to run without a load for several minutes. Shut the drive down and recheck
the oil level. Add oil to compensate for cooler, filter, etc., oil capacities. If everything is satisfactory, the
drive is ready for operation.
Approximate Oil Capacity - Gallons
Drive
Gallons
Size
BHD-3 7
BHD-4 9
BHD-5 13
BHD-6 19
BHD-7 24
BHD-8 44
BHD-9 45

Note: Oil fill and dipstick positions reversed on sizes 8 & 9
WARNING- Petroleum Based lubricants may contain toxic substances and should not be used in the
food processing industry without the lubricant manufacturers approval. Lubricants that meet
USDA HI classification are suitable for food processing applications.
Petroleum Based Lubricants
EXTREME PRESSURE (EP) LUBRICANTS (See table below) For highly loaded gear drives or drives loaded in
excess of original estimates, industrial type petroleum extreme pressure lubricants are preferred. The EP
lubricants currently recommended are of the sulfur-phosphorus type.
SYNTHETIC LUBRICANTS Synthetic lubricants of the polyalphaolefin type are recommended for cold
climate operation, high temperature applications, extended temperature range (all season) operation and/or
extended lubricant change intervals. The proper viscosity grade of synthetic lubricant is given in the table
below.
Extreme Pressure Lubricants Polyalphaolefin Type

Maximum Operating Temperature Synthetic Lubricants
200F (93C)
R & O Gear Lubricants Industrial type petroleum based rust and oxidation inhibited (R & O) gear lubricants
are the most common and readily available general purpose gear lubricants.
Petroleum Based R & O Oils

(Maximum operating temperature of lubricants 200F (93C)
Lubricant Changes
OIL ANALYSIS REPORT Checking oil condition at regular intervals is recommended. In the absence of
more specific limits, the guidelines listed below may be used to indicate when to change oil:
1. Water content is greater than 0.05% (500 ppm).
2. Iron content exceeds 150 ppm.
3. Silicon (dust/dirt) exceeds 25 ppm.
4. Viscosity changes more than 15%.
PETROLEUM LUBRICANTS For normal operating conditions, change gear oils every 6 months or 2500
operating hours, whichever occurs first.
SYNTHETIC LUBRICANTS Synthetic lube change intervals can be extended to 8000-10,000 hours
depending upon operating temperatures and lubricant contamination. Laboratory analysis is recommended for
optimum lubricant life and gear drive performance.
Bearing & Seal Greases
GREASE LUBRICATED BEARINGS All upper low speed shaft bearings and the lower low speed shaft
bearings of drives with drywell are grease lubricated. When changing oil in the drive, grease bearings with a
NLGI #2 bearing grease selected from the table below. Regrease these bearings as part of the standard
maintenance program. Where process requirements permit, regreasing output shaft bearings with a NLGI #2
EP (Extreme Pressure) grease is recommended. Remove pressure relief plugs while regreasing output shaft
bearings, then replace. Before installing a drive note the location of all of the bearing grease fittings and
grease labels for future maintenance reference. Note that some fittings may be ABOVE the oil level line and
others BELOW. If a grease fitting will become inaccessible after the drive is installed, replace the fitting with
a pipe extension (and the fitting) so that the grease fitting will be in an accessible location after the drive is
installed.

Greases for Grease Lubricated
Bearings & Grease Purged Seals
0 to 200F (-18 to 93C)
IV. Parts Lists & Exploded Views
General Information
This parts guide is designed to assist you in ordering replacement parts for standard type Double and Triple
reduction mixer drives, Sizes BHD-3 thru BHD-9. See cutaway parts breakdown on the following pages.
Service should only be performed by qualified personnel. Any damage caused by improper service is the
responsibility of the person performing the work.
When ordering, identify model and serial number from nameplate (see sample below).
Sample Nameplate
Cutaway view of a Double Reduction Gearbox.

BHD-3 Double Reduction Exploded View
BHD-3 Double Reduction Parts List
Ref. # Description Qty Note
1A High Speed Shaft Assembly, Includes 1A1, 1A2, 1
1A3, 1A4 & 1A5.
1A1 Outer Bearing 1 *
1A2 Inner Bearing 1 *
1A3 / 1A4 Shaft/Pinion Assy 1
1A5 Spacer, included in 1A Assy. 1
4AB Bevel Gear Set, Includes 4AB4, 4AB6, 4AB8 & 1
5AB5
4AB4 Bevel Pinion & Shaft, included with 4AB 1
4AB6 Bearing Locknut & Washers 1 *
4AB8 Gear Locknut 1
5AB5 Bevel Gear - part of matched set in 4AB 1
4AB1 Outer Bearing Set 1 *
4AB2 Inner Bearing Set 1 *
4AB5 High Speed Gear 1
5ABD Low Speed Shaft Assembly, Includes 5ab1, 5ab2, 1
5abd3, 5ab4 & 5ab6
5AB1 Upper Bearing Set 1 *
(Includes #37 Grease Shield)
5AB2 Lower Bearing Set 1 *
5ABD3 Shaft 1
5AB-4 Umbrella 1
5AB6 Upper Bearing Spacer 1
10 Housing, includes ref. #'s 10, 11,13, 14, 100 & 110. 1
11 High Speed Head Plate 1

13 Dipstick 1
17 Low Speed Oil Dam 1
20 High Speed Oil Seal Cage Assy, Includes Ref #'s 1
20, 21 & 70.
21 High Speed Oil Seal 1 *
30 Low Speed Lower Seal Cage 1
34 Low Speed Oil Seal 1 *
37 Low Speed Grease Shield 1
43 Low Speed Upper Cover 1
60 Bevel Pinion Bearing Cage 1
70-78 Shim - Gasket Kit 1 *
80-89 Fastener Kit 1
* Recommended Spares

BHD-4 thru -9 Double Reduction Exploded View
1A3, 1A4 & 1A5.
5AB5
4AB8 Gear Locknut 1
5abd3, 5ab4 & 5ab6
5ABD3 Shaft 1
5AB-4 Umbrella 1
10 Housing, includes ref. #'s 10, 13, 100 & 110. 1
13 Dipstick 1
15 Cooling Fan 1
16 Fan Guard 1
20, 21 & 70.

1A3, 1A4 & 1A5.
5AB5
4AB8 Gear Locknut 1
5abd3, 5ab4 & 5ab6
5ABD3 Shaft 1
5AB-4 Umbrella 1
13 Dipstick 1
15 Cooling Fan 1
16 Fan Guard 1
20, 21 & 70.
1A3, 1A4 & 1A5.
5AB5
4AB8 Gear Locknut 1
5abd3, 5ab4 & 5ab6
5ABD3 Shaft 1
5AB-4 Umbrella 1
13 Dipstick 1
15 Cooling Fan 1
16 Fan Guard 1
20, 21 & 70.

1A3, 1A4 & 1A5.
5AB5
4AB8 Gear Locknut 1
5abd3, 5ab4 & 5ab6
5ABD3 Shaft 1
5AB-4 Umbrella 1
13 Dipstick 1
15 Cooling Fan 1
16 Fan Guard 1
20, 21 & 70.

BHD-4 thru -9 Triple Reduction Exploded View

BHD-4 Triple Reduction Parts List
1B High Speed Shaft Assembly, Includes 1B1, 1B2, 1B3, 1B4 & 1
1B5.
1B1 Bearing 1 *
1B2 Bearing 1 *
1B3 / 1B4 Shaft/Pinion Assy 1
1B5 Spacer, included in 1B Assy. 1
3A Shaft Assembly, Incls Ref 3A1 - 3A7 1
3A1 Bearing 1 *
3A2 Bearing 1 *
3A3 Shaft 1
3A4 Pinion 1
3A5 Spacer 1
3A6 Gear 1
3A7 Locknut 1
4AB Bevel Gear Set, Includes 4AB4, 4AB6, 4AB8 & 5AB5 1
4AB8 Gear Locknut 1
5ABD Low Speed Shaft Assembly, Includes 5ab1, 5ab2, 5abd3, 1
5ab4 & 5ab6
5ABD3 Shaft 1
5AB4 Umbrella 1
13 Dipstick 1
15 Cooling Fan 1
16 Fan Guard 1
20 High Speed Oil Seal Cage Assy, Includes Ref #'s 20, 21 & 70. 1
40 Shaft Cover 1
52 Ring Retainer, Spacer 1
1B5.
1B1 Bearing 1 *
1B2 Bearing 1 *
1B3 / 1B4 Shaft/Pinion Assy. 1
3A1 Bearing 1 *
3A2 Bearing 1 *
3A3 Shaft 1
3A4 Pinion 1
3A5 Spacer 1
3A6 Gear 1
3A7 Locknut 1
4AB8 Gear Locknut 1
5ABD Low Speed Shaft Assembly, Includes 5ab1, 5ab2, 5abd3, 1
5ab4 & 5ab6
5ABD3 Shaft 1
5AB4 Umbrella 1
10 Housing, includes ref. #'s 10, 13, 100 & 110 1
13 Dipstick 1
15 Cooling Fan 1
16 Fan Guard 1
40 Shaft Cover 1
1B5.
1B1 Bearing 1 *
1B2 Bearing 1 *
1B3 / 1B4 Shaft/Pinion Assy. 1
3A1 Bearing 1 *
3A2 Bearing 1 *
3A3 Shaft 1
3A4 Pinion 1
3A5 Spacer 1
3A6 Gear 1
3A7 Locknut 1
4AB8 Gear Locknut 1
5ABD Low Speed Shaft Assembly, Includes 5ab1, 5ab2, 5abd3, 5ab4 & 1
5ab6
5ABD3 Shaft 1
5AB4 Umbrella 1
13 Dipstick 1
15 Cooling Fan 1
16 Fan Guard 1
40 Shaft Cover 1
SERVICE RECORD
Date Notes
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Installation and Operating Instructions

with Parts List

Tag No. P.O. No.

Model Serial No.

How to Use This Manual

Storage Prior to Installation

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Unit Housing to Pedestal/Adapter Base Bolting Data

Gear Drive Alignment

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1. XTF-3 impeller blades and hubs are shipped disassembled.

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1. Axial flow turbines are shipped disassembled.

Mechanical Seal Installation (Option)

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Bolt size Tensile Grade 2 Grade 5 Grade 8

9/16-12 0.182 8299 77.0 11648 109.2 14560 136.5

1-1/8-7 0.763 21974 412.0 48832 915.6 39676 743.9

Bolt size Tensile Stainless Steel Rolled Carpenter 20 Hastalloy "C"

9/16-12 0.182 7280 68.3 5824 54.6 6697 62.8

1-1/8-7 0.763 30520 572.3 24416 457.8 28078 526.5

Blade Arm Bolts

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After First Week

After First Month

Grease Lubricated Seals

Viscosity Grade Recommendations

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Extreme Pressure Lubricants Polyalphaolefin Type

Petroleum Based R & O Oils

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Cutaway view of a Double Reduction Gearbox.

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11 High Speed Head Plate 1

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