Field cases prove that 80% of premature coupling failures arise from non-standard installation and lack of maintenance. Even premium forged and stainless steel couplings will suffer wear and fracture within months without precise coaxial calibration, evenly tightened bolts or timely lubrication. This paper shares a full standardized installation process and category-specific periodic maintenance standards to cut equipment loss and procurement costs.

I. Five-Step Standardized Coupling Installation Process

1. Preprocessing and Cleaning: Remove rust and oil stains from motor and reducer shaft extensions, polish burrs to avoid excessive assembly clearances.
2. Preassembly Positioning: Lightly tap the two coupling halves onto respective shafts; violent hammering on hub end faces is prohibited to prevent inner bore deformation.
3. Precision Alignment Calibration (Core Step): Use dial indicators or laser alignment instruments to control radial runout ≤0.03mm and angular end face deviation within 0.02°. Excessive misalignment is the primary cause of vibration and fracture.
4. Elastic Component / Gear Ring Assembly: Evenly fit elastic cushions into jaw couplings; fill sufficient lubricating grease into gear couplings.

5. Even Bolt Tightening: Tighten connecting bolts diagonally in batches to prevent unilateral stress-induced misalignment. After full fastening, manually rotate the shaft to confirm smooth rotation without jamming or abnormal resistance.

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II. Exclusive Maintenance Specifications for Four Main Coupling Types

1. Jaw Elastic Couplings (Monthly Maintenance)
   Inspect elastic cushions for cracking and aging every month; replace elastic cushions every six months. Shorten the replacement cycle to 3 months for high-temperature and high-shock working conditions.
2. Diaphragm / Bellows Metal Couplings (Quarterly Inspection)
   Check metal diaphragms for cracks and deformation every three months; no lubrication required, only surface dust and oil stain cleaning needed.
3. Curved-Tooth Gear Couplings (Quarterly Lubrication)
   Replenish high-temperature lubricating grease every three months; disassemble and replace oil seals annually to prevent dust and moisture from entering meshing tooth surfaces.

4. Rigid Couplings (Annual Calibration)

   Recalibrate coaxiality during annual shutdowns, fasten loose set screws and inspect keyway wear.

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III. Simple Daily Inspection Criteria (No Disassembly Required)

1. Stable operating sound without sharp abnormal noise.
2. Surface temperature below 70℃ without obvious scalding heat.
3. No significant increase in vibration amplitude under no-load and full-load operation.

4. No oil leakage or falling elastic debris.

   Shut down equipment immediately if any abnormality occurs to avoid secondary damage to motor bearings and spindles.

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IV. Core Points to Extend Service Life

1. Conduct precise alignment during installation; rough visual alignment is unacceptable.
2. Prohibit overload and overspeed operation; strictly comply with coupling rated torque and speed limits.
3. Establish equipment maintenance ledgers to record inspection, maintenance and replacement timelines.

4. Upgrade sealed and high-temperature resistant couplings for harsh high-dust, corrosive or high-temperature working conditions.

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Summary