| 1 | Confirm the product envelope | Record minimum and maximum length, width, height, weight, base condition, and center of gravity. | Use the largest load for clearance and the smallest load for stability checks. | Conveyor width should normally exceed the load width by approximately 50–100 mm for stable conveying, subject to side guides and load shape. | Measure every SKU |
| 2 | Set the roller pitch | Check that the load is supported by at least three rollers at all times, including at joints and transfers. | Common roller pitch: 75, 100, 150, or 200 mm; heavy or irregular loads may require closer spacing. | Maximum pitch should generally be no greater than one-third of the shortest load base length: P ≤ Lmin/3. Example: a 450 mm base requires pitch of 150 mm or less. | Request a pitch drawing |
| 3 | Verify conveyor width | Distinguish between usable conveying width, frame-to-frame width, and overall equipment width. | Typical light and medium-duty roller diameters: 38–60 mm; frame clear width depends on the load and guide design. | For a 600 mm wide carton, a preliminary clear conveying width of about 650–700 mm may be suitable; confirm against side guides, turning radius, and load tolerance. | Approve GA dimensions |
| 4 | Check roller load capacity | Evaluate static load, dynamic load, impact, load distribution, and the number of rollers supporting the product. | Do not use the maximum rated load without a safety margin; capacity varies with roller diameter, shaft, bearings, pitch, and frame. | If a 300 kg load is supported by four rollers, the theoretical average is 75 kg per roller; uneven loading means the selected rating must be higher than this average. | Obtain rated load data |
| 5 | Select gravity or powered conveying | Match conveyor type to throughput, product surface, accumulation requirement, incline, and operator interaction. | Gravity conveyors often use a controlled slope; powered roller conveyors are preferred for fixed speed, accumulation, or level layouts. | A gravity line needs sufficient slope to overcome rolling resistance, but the final angle must be validated with the actual product and roller finish. | Run a product test |
| 6 | Verify transfers and gaps | Identify every transfer between straight sections, curves, lifts, turntables, packing stations, and other equipment. | Transfer gaps should be minimized and designed around the smallest product footprint and wheel or pallet geometry. | A product with a 150 mm minimum base length may bridge a small gap, but small cartons, flexible bags, and unstable loads may require powered nose-over or pop-up transfers. | Mark all transfer points |
| 7 | Check curves and side guidance | Confirm inside radius, outside width, product orientation, guide-rail height, and whether the load can rotate or jam. | Curves commonly use tapered rollers or a design that controls differential travel across the load width. | The required curve radius depends on product length and width; longer loads need a larger radius or a different transfer method. | Review simulation or layout |
| 8 | Calculate throughput and accumulation | Define units per hour, product spacing, conveyor speed, accumulation length, and release logic. | For powered systems, speed is commonly specified in m/min; actual throughput also depends on spacing and handling time. | Approximate rate: units/hour = 60 × speed (m/min) ÷ product pitch (m). At 12 m/min and 0.8 m pitch, the theoretical rate is 900 units/hour before practical losses. | Use a realistic rate |
| 9 | Allow 10–20% layout reserve | Reserve capacity for product variation, future volume, additional stations, maintenance access, and routing changes. | Use 10% for a stable, well-defined project and up to 20% where product mix or demand is expected to change. | For a calculated 50 m conveyor route, a 10–20% reserve equals 5–10 m, giving a planning range of 55–60 m. | Show reserve separately |
| 10 | Verify installation and export requirements | Confirm floor loading, elevation, anchoring, power supply, guarding, local safety rules, packing, documentation, and spare parts. | Common industrial power supplies include 400 V / 50 Hz and 480 V / 60 Hz, but the site supply must be confirmed before motor selection. | The final purchase specification should include layout drawings, electrical data, manuals, spare parts, inspection criteria, and delivery dimensions. | Complete site checklist |