Diagnosis of jamming and overloading of chain conveyors: elongation of the chain, wear of sprockets, failure of lubrication

Technical analysis: Troubleshooting chain conveyor jamming and overload: chain elongation, sprocket wear, lubrication fa

Problem description and scope

Chain conveyors are critical components in industrial production, ensuring the transportation of materials in the automotive, food, chemical and energy industries. Failures of chain systems lead to production stoppages and can cause significant economic losses.

This diagnostic guide covers the four main causes of chain conveyor failures:

  • Critical failures: Complete chain jamming, chain break
  • Significant failures: Intermittent jamming, increased noise level >85 dB
  • Minor failures: Power consumption increase >15%, erratic movement

Safety measures

CAUTION! Before starting diagnostics, you must:

  • Perform LOTO (Lockout/Tag)
  • Disconnect the power supply to the drive
  • Relieve pressure in pneumatic tensioning systems
  • Use PPE: hard hat, safety glasses, anti-noise headphones
  • Beware of stored energy in spring tensioners
  • Ensure proper lighting of the work area (minimum 500 lux)

Diagnostic tools are required

ToolSpecificationMeasurement rangePurpose
VibroanalyzerSKF CMXA 750.1-200 mm/s RMSBearing and chain vibration measurement
Clamps for currentFluke 376 FC0-999.9 AEngine load control
Thermal imagerFLIR E8-XT-20°C to +550°CDetection of overheated nodes
A ruler for measuring the chainSteel, 1000 mm±0.5 mm accuracyMeasurement of chain elongation
Clock type indicatorMitutoyo 2046S0-10 mm, the price of division is 0.01 mmMeasuring sprocket wear
Torque wrenchBahco 7454-2-7515-75 NmControl of the tension of bolted connections
EndoscopeGeneral Tools DCS1600Diameter 5.5 mmInspection of hard-to-reach areas

Initial assessment checklist

ParameterWhat to observe/recordnormAnxiety
Motor current consumptionRated current under load85-100% of nominal>110% of nominal
Noise levelGeneral noise near the drive<65 dB>85 dB
Bearing temperatureThe temperature of the bearing housings<70°C>90°C
VibrationRMS speed on the gearbox housing<4.5 mm/s>11.2 mm/s
Conveyor speedActual transport speed±5% of nominal±15% of nominal
Visual circuit statusCorrosion, deformation, lack of rollersNo damageVisible defects
Recent changesRepairs, replacements, load changesDocumentedNot documented

Systematic diagnostic scheme

Step 1: Identification of symptoms

  1. If the circuit is completely stuck:
    • Check the current consumption of the motor (>150% of the nominal)
    • If the current is critical → proceed to diagnostics of material accumulation (Step 4)
    • If the current is moderately increased → check the circuit tension (Step 2)
  2. If periodic jamming is observed:
    • Measure the vibration at the sprocket engagement frequency
    • If the vibration is >7 mm/s at the engagement frequency → diagnosis of sprocket wear (Step 3)
    • If vibration <7 mm/s → check chain elongation (Step 2)
  3. If an increased noise level is observed:
    • Localize the source of the noise (drive/tail section/intermediate stations)
    • If the drive is noisy → check lubrication (Step 5)
    • If the noise is distributed → diagnose the chain and sprockets (Steps 2-3)

Step 2: Diagnosis of chain elongation

  1. Measure the length of 20 chain links under minimum load
  2. Calculate the percentage of elongation: ((Actual length - Nominal length) / Nominal length) × 100%
  3. If the elongation is >2%: The chain needs to be replaced
  4. If the elongation is 1.5-2%: Increased control, scheduled replacement
  5. If lengthening <1.5%: Go to sprocket diagnostics

Step 3: Diagnosis of sprocket wear

  1. Measure the pitch diameter of the sprocket with a watch-type indicator
  2. Check the profile of the teeth for sharpening or deformation
  3. If the wear of the diameter is >3% of the nominal: Replacement of the sprocket is mandatory
  4. If sharpening of the teeth is observed: Replace the chain and sprocket

Step 4: Diagnostics of material accumulation

  1. Inspect the loading and unloading areas with an endoscope
  2. Check tension stations for contamination
  3. If accumulation >5 mm thick is detected: Immediate cleaning
  4. Check the effectiveness of the chain cleaning system

Step 5: Diagnosis of lubrication failure

  1. Check the circuit temperature with a thermal imager (normal <60°C)
  2. Visually assess the condition of the lubricant
  3. If temperature >80°C: Critical lubrication failure
  4. Check the operation of the automatic lubrication system

Matrix of faults and causes

SymptomProbable causes (by probability)Diagnostic testExpected result upon confirmation
Complete jamming of the chain1. Accumulation of material (60%)
2. Bearing failure (25%)
3. Chain deformation (15%)
Visual inspection, current measurementCurrent >200% of nominal, visible contamination
Periodic eating1. Chain elongation (45%)
2. Wear of sprockets (35%)
3. Incorrect tension (20%)
Measuring chain lengthElongation >1.5%, uneven course
Increased noise >85 dB1. Insufficient lubrication (50%)
2. Wear of chain rollers (30%)
3. Star imbalance (20%)
Thermal imaging control, lubricant analysisTemperature >80°C, no lubricant film
Increase in energy consumption1. Increased friction due to pollution (40%)
2. Chain elongation (35%)
3. Bearing wear (25%)
Current trend analysis, vibration diagnosticsCurrent increase >15%, vibration >7 mm/s
Uneven movement1. Different stiffness of links (45%)
2. Accumulation of material in stars (35%)
3. Wear of guides (20%)
Step-by-step monitoring of movementVisually noticeable jerks, different speed of sections

Analysis of the main causes of failures

Elongation of the chain

Why it happens: Chain elongation occurs due to wear of the pins and bushings due to cyclic loads and insufficient lubrication. The process is accelerated when working in a dusty environment or when the nominal load is exceeded.

How to confirm: Measure the exact length of 20 consecutive links according to the DSTU formula EN 818-7. Use a steel ruler with an accuracy of ±0.5 mm. The permissible elongation for most industrial chains is 1.5-2%.

Consequences of Ignoring: Elongation of more than 3% leads to improper engagement with the sprockets, accelerated wear of the teeth and possible chain skipping or breaking under load.

Sprocket wear

Why it happens: Sprocket wear is caused by the abrasive action of a dirty chain and transported material. Incorrect alignment of the chain accelerates one-sided wear of the teeth.

How to confirm: Measure the pitch diameter of the sprocket at three points according to the method ISO 606. Check the profile of the teeth with a template. A sharpening of the teeth or a decrease in the pitch diameter of more than 3% indicates critical wear.

Consequences of Ignoring: Worn sprockets cause accelerated elongation of the new chain, increased vibration and the possibility of chain jump under peak loads.

Lubrication failure

Why it happens: The failure of the lubrication system can be caused by clogged nozzles, pump failure or the use of poor-quality lubricating material. High temperatures and a dusty environment accelerate the degradation of the lubricant.

How to confirm: Control the circuit temperature with a thermal imager (normal <60°C). Visually assess the presence of a lubricating film on the rollers. Analyze the lubricant for the content of mechanical impurities.

Consequences of ignoring: Insufficient lubrication leads to accelerated wear of all moving elements, seizure of chain joints and possible overheating with thermal damage to the metal.

Accumulation of material

Why it happens: Material accumulates due to inefficiency of the chain cleaning system, stickiness of the transported product, or insufficient self-cleaning chain speed.

How to confirm: Conduct a visual inspection of all available plots. Use an endoscope to inspect closed areas. Accumulation thickness of more than 5 mm is considered critical.

Consequences of ignoring: Material accumulation increases the load on the drive, can cause the chain to seize in the guides and lead to an emergency stop of the conveyor.

Step-by-step troubleshooting procedures

Replacing the extended chain

  1. Preparation: Disconnect the drive, reduce the chain tension to minimum
  2. Dismantling: Remove the connecting link with a special tool
  3. Installing the new chain: Install the new chain, making sure the locks are oriented correctly
  4. Tension Adjustment: Set the tension according to the manufacturer's recommendations (usually 1-3% of the chain length)
  5. Check: Check the chain for a full turn, check the smoothness of the stroke
  6. Tightening torque of the bolts of the tensioning device: 45-65 Nm according to DSTU EN 13411-1

Replacement of worn sprockets

  1. Dismantling: Remove the chain, unscrew the fastening bolts of the sprocket (moment: 120-180 Nm)
  2. Shaft inspection: Assess the condition of the keyways and shaft surface
  3. Installing a new sprocket: Install a new sprocket, check the alignment with a laser leveler (accuracy ±0.5 mm)
  4. Balancing: If necessary, balance the sprocket (permissible imbalance <6.3 g×mm/kg)
  5. Control measurements: Check the runout of the sprocket <0.3 mm

Restoration of the lubrication system

  1. Cleaning the system: Flush the pipelines and nozzles with solvent
  2. Filter replacement: Install new filter elements (fineness of filtration 25 μm)
  3. Refueling with fresh lubricant: Use a lubricant of the appropriate viscosity ISO VG 220 according to DSTU 4839
  4. Feed settings: Set the feed rate to 1-3 g/m chain per hour
  5. Testing: Carry out a test run, check the even distribution of the lubricant

Cleaning from accumulations of material

  1. Mechanical cleaning: Remove build-up with a hand tool, avoid damaging the chain
  2. Washing: If necessary, wash the chain with a jet of water under a pressure of up to 50 bar
  3. Adjusting the scrapers: Adjust the clearance between the scrapers and the chain to 2-5mm
  4. Drainage check: Ensure free flow of fluids from the conveyor housing
  5. Prevention: Install additional brushes or air knives if necessary

Prevention measures

The main reasonPrevention strategyControl methodRecommended interval
Elongation of the chainRegular tension check, high-quality lubricationMeasurement of the length of the control segmentMonthly
Sprocket wearAlignment control, timely replacement of chainsMeasurement of pitch diameter and tooth profileEvery 3 months
Lubrication failureScheduled maintenance of the lubrication system, oil quality controlAnalysis of lubricant samples, temperature controlWeekly
Accumulation of materialAdjusting the cleaning system, speed controlVisual inspection, measurement of accumulation thicknessEvery day
OverloadWeight control and material distributionDrive current monitoringContinuously

Spare parts and components

Description of the partSpecificationWhen to replaceCategory UNITEC
Industrial roller chainISO 606, step 15.875-50.8 mmAt elongation >2%Chains and sprockets
Sprockets with hardened teethSteel 40X, HRC 40-50With wear >3% of the pitch diameterChains and sprockets
Connecting linksAccording to the type of chainEvery time the chain is replacedAttachment and connection
Screw tensioning devicesStroke 100-500 mm, load up to 50 kNWhen the threads are wornMechanical components
Roller bearingsSKF series 22200, accuracy class C3With vibration >11.2 mm/sBearings
The lubrication system is automaticProductivity 0.1-2 l/minWhen the pump failsLubrication systems
Polymer cleaning scrapersPolyurethane, hardness 90 Shore AAt wear >50%Sealing and cleaning
Chain guidesSteel with polymer coatingWhen forming grooves >2 mm deepGuide elements

To select the appropriate spare parts and receive technical advice, visit the UNITEC-D catalog: https://www.unitecd.com/e-catalog/

Reference materials

  • DSTU EN 818-7:2018 - Short-circuited chains for lifting and transporting machines. Security. Part 7: Class T Fine Precision Chains
  • ISO 606:2015 - Short Circuit Precision Roller Chains and Sprockets
  • DSTU 4839:2007 - Industrial oils. Classification and designation
  • EN 1070:1998+A1:2008 - Safety of machinery. Belt conveyors for bulk materials
  • ISO 14694:2003 - Industrial chains. Test methods and acceptance criteria
  • Maintenance manual for UNITEC-D chain conveyors
  • Labor safety standards for the maintenance of conveyor equipment NPAOP 0.00-8.03-93

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