Kaba Simplex 506 Series User manual

Simplex®506x Mortise

Installation Instructions

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TABLE OF CONTENTS

Tools Required .......................................................................................................................................3

Exploded Install Parts...........................................................................................................................4

A. Mortise Handing.............................................................................................................................5

B. Door Preparation ...........................................................................................................................8

C. Installing the Strike ..................................................................................................................... 10

D. Installing Outside Unit Assembly...............................................................................................11

E. Installing Inside Unit Assembly ..................................................................................................11

F. Installing the Inside Lever ........................................................................................................ 16

G. Changing Key-In-Lever Cylinder ...............................................................................................17

H. Installing / Removing Outside Lever (Key-In-Lever) KIL................................................... 18

I. Installing / Removing Outside Lever (Interchangeable/ ................................................... 18

removable core models)

J. Testing the Operation of the Lock ...........................................................................................21

K. Changing Combinations ..............................................................................................................21

L. How To Reset Lost or Unknown Combination ..................................................................... 23

M. Installing Rubber Bumpers ....................................................................................................... 26

M. Troubleshooting........................................................................................................................... 26

Warning: The combination of this lock has been factory preset, 2 & 4 depressed

at the same time, then 3 and then ENTER. For your security, the combination

must be changed at time of installation.

Warnings and Cautions

Important: Carefully inspect windows, door frame, door, lights, etc.

to ensure that the recommended procedures will not cause damage.

Kaba Access Control’s warranty does not cover damages caused by

installation.

Caution: Wear safety glasses when preparing door.

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Introduction

The purpose of this manual is to instruct the installer on the proper installation

procedure for the Simplex 506x American Steel Mortise (ASM) locks. These

instructions pertain to models with and without deadbolts. For models without

deadbolts, please disregard any references to a thumbturn in the instructions.

TOOLS REQUIRED

 •Safetyglasses

 •1⁄2“ (13 mm) chisel

 •1⁄8” (3 mm) drill bit

 •  1⁄4” (7 mm) drill bit

 •1⁄2“ (13 mm) drill bit

 •2

1⁄8” (54 mm) hole saw

 •Drill

 •Awlorcenterpunch

 •Hammer

 •Smallflatscrewdriver

 •Phillipsscrewdriver(#2)

•Finesteelfile

•Mortisingmachine

•Router

•Mortisefaceplaterouter

template

•Adjustablesquare

•Tapemeasure

•Pencil

•Tape

•Cleaningsupplies

(drop cloth, vacuum)

OPERATIONAL NOTE:

The Simplex Mortise lock is almost identical to the Simplex 5000

Cylindrical lock with the following exceptions:

1. Operation of the Lever When the lock’s handing is properly set,

only a downward rotation of lever will actuate latch.

2. Key Override Use The key override differs in that rotating the key

does not actuate the latch. To use the key override the key must

be inserted into the cylinder and rotated counter clockwise until

it stops (approximately 90 degrees) then while holding the key in

this position with one hand use the other hand to rotate the lever

downward to retract the latch. Once the lever has rotated a few

degrees the key may be released.

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For technical assistance please call

1-800-849-TECH (8324) or 336-725-1331

The 1 1⁄4” Mortise lock for the Simplex series comes preassembled from the

factory for a left-hand installation. It is field reversible.

Installation Qualifications

These instructions are designed for use by maintenance professionals or lock

installers who are familiar with common safety practices and competent to

perform the steps described. Kaba Access Control is not responsible for

damage,injuryormalfunctionduetoincorrectinstallation.

Outside Unit

Assembly

Outside Lever

Assembly

Mounting

Plate

Mortise Lock

Mortise Faceplate

Strike

Mortise

Spindle

Deadbolt

Thumbturn

Spindle

Bottom

Mounting

Screws Release/Combination

Change Tool

Inside

Mounting

Plate

Screws

Allen

Wrench

Inside Unit

Assembly

Inside Lever

Top

Mounting Screws

Simplex 11⁄4” Mortise Lock

506x Models

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DOOR HANDING

Some locks also require you to specify door handing. To determine handing,

face the door from the exterior (access) side and select the corresponding dia-

gram below.

A. MORTISE HANDING

Compare the mortise with the figure. If the mortise is the correct handing for

the door, you may skip the next section on reversing the Mortise Handing.

A. 1.1 REVERSIBLE ASM

A-1.1

1. Remove the mortise faceplate.

Place the mortise on a flat surface

for the following steps.

2. Partially extend the deadbolt:

For normal ASM, rotate hub (H) using

a screwdriver, until the deadbolt (D)

extends approximately 1/4”.

For LH (left hand) and

RHR (right hand reverse)

For RH (right hand) and

LHR (left hand reverse)

1⁄4”

Some locks also require you to specify door handing. To determine handing, face the door from the exterior (access) side and

select the corresponding diagram below.

Inside Inside Inside Inside

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A-1.1 Continued

3. Push in the latch bolt (L)

to the middle of its stroke,

and hold it there.

(Continue Step 1 and 2

to the right)

Hold the latch (L) inside the mortise, and insert the tail-

piece retaining tool (S) so that the tailpiece (T) will not

drop inside the mortise case. Hold the tool and the latch

with one hand, and slide up the tailpiece using a small

screwdriver.

Continue to hold tool (S). Release the latch bolt (L) and

keep the anti-friction latch (F) toward the flat side of the

latch bolt so that the bolt extends fully.

4. Pulloutthelatchbolt(L),untilitjustclearsthe

front plate.

NOTE: If you remove the bolt completely, you must

turn it 90o to re-insert it.

Rotate the latch bolt (L) 180o. Re-insert it to the end of

its stroke.

Holding tool (S) in place, re-engage tailpiece bolt (L)

(slide tailpiece down). There may be some play required

to align the parts. Remove the tool (S).

Lock Position Unlock Position

1 2Clip Clip

180°

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Release the latch to the middle of the stroke

and hold it there. Use a small screwdriver to

push the lock mechanism back on lock position

(see step 1 and 2).

IMPORTANT: The lock mechanism has to be

horizontal on lock position.

5. Release the latch bolt (L). Position

the latch bolt so that the bottom

tooth of the anti-friction latch (F)

remains inside the mortise case

as shown.

IMPORTANT: If the tooth of (F) is outside the mortise, you will not be

able to re-assemble the faceplate on the mortise.

6. If the auxiliary latch (X) is

shaped like a triangle, there is

no need to change its handing.

If the auxiliary latch (X) is

crescent shape, remove it,

turn it 180o, and replace it. The

auxiliary latch slides easily in and

out of the mortise.

180°

F (tooth)

mortise

bottom view

X (triangular = OK)

X (crescent = must be reversed)

180°

(re-insert)

ASM

F (tooth)

mortise

bottom view

X (triangular = OK)

X (crescent = must be reversed)

180°

(re-insert)

ASM

F (tooth)

mortise

bottom view

X (triangular = OK)

X (crescent = must be reversed)

180°

(re-insert)

ASM

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7. The mortise should look like the diagram

at the right. (Check the orientation of

the latch bolt and auxiliary latch.) Check

the bevel of the mortise and change it if

required as described in section B-8 on

page 14.

B. DOOR PREPARATION

Ifusingtheinstallationjigtopreparethedoor,refer

totheinstructionsprovidedwiththejig,thenproceed

with step 7.

B-1 Mark the handle height on the edge of the door,

as determined directly from the strike.

1⁄4“

Door

(CL)

Lever Centerline=

Bottom Edge of Strike lip

Handle

Height

F (tooth)

mortise

bottom view

X (triangular = OK)

X (crescent = must be reversed)

180°

(re-insert)

ASM

For LH (left hand) and RHR

(right hand reverse)

For RH (right hand) and

LHR (left hand reverse)

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The axis of rotation of the handle is level

with the bottom lip of the strike.

B-2 Align the template along the vertical

center line of the mortise (CL) at the

desired handle height, and tape it to

the door.

B-3 Mark all holes and cutouts for the

mortise in the edge of the door and

remove the template.

B-4 Locate the two sets of vertical fold

lines on the template allowing you

toadjustthepositioningofthetem-

plate depending on the bevel of the

door.

Note: Fold lines on template are for

13⁄4” door. Some thickness and bevel

conditions may make it necessary to

re-position the template for marking

each side of the door.

B-5 If the door has no bevel, fold the template along the solid lines. Align the

fold with the edge of the door and mark the holes for the lock. Repeat on

the other side of the door. If the door has a 3° bevel, fold and align the

dashed line marked “H” on the template with the higher-beveled edge of

the door and mark the lock holes on that side of the door. Repeat on the

side with the lower-beveled edge using the dashed line marked “L.”

B-6 Prepare the cutout for the mortise in the edge of the door using a mortis-

ing machine, router and chisel (for dimensions, refer to template). Ensure

clearance is provided for moving latch parts as

indicated on the template.

B-7 When making holes, drill from both sides of the

door to prevent unsightly damage (for dimensions,

refer to template). Drill the small holes before the

large holes. This will keep small holes on location

before the 21⁄8“holes are made tangent with them.

Mortise

RH/LHR (ASM shown) LH/RHR

Handle

Height

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B-8 Check the bevel of the mortise

faceplate.Ifadjustmentisrequired,

loosen the two bevel screws and

adjustmortisefrontplateangleto

match the bevel of the door (R).

B-9 Re-tighten screws.

B-10 Install the mortise with two 1“

Phillips screws provided (Q).

B-11 Install mortise faceplate with the

two 8-32 x 1

⁄4“screws provided (P).

C. INSTALLING THE STRIKE

C-1 Align the paper template on the door

frame to match with the desired handle

height, and along the vertical center line of

the mortise (CL), which is also the center line

of the door, allowing for any bumpers on the

door frame.

Respect applicable building codes

regarding handle height.

C-2 Select the strike for the desired handing,

according to the depiction on the template.

Mark the location of the strike cutout and

mounting screws.

C-3 Drill pilot holes for the strike mounting

screws. Mortise the door frame for the

strike dimensions shown.

⁄8“ (L) X 1” (D) X 1” (W)

Note: Make certain not to mortise

over screw holes drilled earlier.

( CL)

Strike

Cutout

Logo

Handle

Height

3 3⁄8”

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