Escalator Basics Today: How to Plan, Design and Update

New technology and code revisions plus the absence of standard building interface dimensions require a project by project approach to escalator design.
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Sponsored by KONE Inc.
Karin Tetlow

The width of the escalator pit is typically calculated as the physical width of the escalator plus two inches to allow for construction tolerance. Side by side escalators are typically handled the same way, but the two inches is added only once, not per escalator.

Code stipulates the width and the length of the landing zone at each end of the escalator, both of which are driven by the distance between the centerline of the handrails (CLHR.) This varies with step width and among manufacturers.

 

Code Clearances

Source: KONE Inc.

 

Standard escalator features. Most escalator manufacturers offer the following basic standard features:

Balustrades in "solid" usually #4 or #8 stainless steel and bronze or glass with thickness either 3/8" or 1/2".
Speed. 100 ft per minute, which is the maximum speed.
Step widths in 24-in, 32-in and 40-in.
Microprocessor based controller.
Maximum travel distance varies with manufacturer.
Painted steps in silver and black
High-impact step inserts in yellow and black
Floor Plate in aluminum and stainless steel
Safety features. (See Safety Features sidebar below.)

ESCALATOR PLANNING

The essential feature of escalator planning is to understand that there is no one-solution-fits-all. Each project needs to be analyzed according to its particular requirements.

Applications for Escalators with Different Step Widths
Size
Step
Width
Single-step
capacity
Applications
Energy
consumption
in Horsepower
Small
24 in
One passenger
Two passengers
- one
may walk past
another
5 HP
Medium
32 in
One passenger
+ one package
or one piece of
luggage
Two passengers
- one
may walk past
another
10 HP
Large
40 in
Two passengers
- one
may walk past
another
Mainstay of metro
systems, larger
airports, train
stations, some
retail usage
15 HP

 

The first place to start is analyzing the market segment. Retail, office, airport, stadium, hospital or public transit, each require different features and design aesthetics. Some site-driven features include:

  • Type of balustrade. In addition to standard manufacturer offerings stainless steel, bronze and glass, detailing in brass and ambient glass are available.
  • Step width is specified according to space available and the requirements of passengers.
  • Number of flat steps. Code requires a minimum of two flat steps. Most commercial projects are designed for two flat steps. Three flat steps is a common feature found in public transportation projects.
  • Weather related features. Water resistant options include galvanized trusses, water tight control cabinets and electrical switches, sealed bearings, chain covers, and protective canopies. These are common in outdoor applications.
  • Type of chain. Lubricated chain or lubrication free chain are options. Depending on the rise, width, and step loading requirements, chain will be sized accordingly.
  • Type of metal finish. 304 type steel is standard. 316 is an available option for corrosion resistance.
  • Type of drive and other components. Planetary gear drives are standard. Energy saving soft start devices are optional.

Since many of these features can add considerable cost to the escalator budget, it is important to take time to match the operating environment with the required features prior to finalizing the project budget and specification.

SAFETY FEATURES

Safety is major concern in escalator design from both the passenger's perspective and the operational integrity of the escalator system and its setting. It is important for designers and specifiers to be aware of escalator installation requirements and available safety features from manufacturers.

Fire protection of an escalator floor opening may be provided by adding automatic sprinklers or fireproof shutters to the opening, or by installing the escalator in an enclosed fire-protected hall. To limit the danger of overheating, adequate ventilation for the spaces that contain the motors and gears must be provided.

Manufacturers offer some or all of the following as either standard or optional features:

Operational safety enhancements:

1.  Control & Annunciator. A microprocessor controller is designed to work in conjunction with other safety devices to provide correct information processing and proper escalator control. Escalator faults are identified by the controller and illuminated in a display on the control cabinet.

2.  Escalator brake. A permanent magnet ceramic brake is designed to gradually stop the escalator and hold it stationary under full load. The closed-loop brake circuit is designed to meet current ASME Code deceleration rate requirements and operate in conjunction with a velocity feedback

6.  Pit stop switch. All escalator machine spaces and areas where interior access to the escalator is allowed, are furnished with a stop switch.

7.  Reversal stop device. Protection against accidental or inadvertent reversing of an escalator operating in the UP direction is monitored by a directional feedback encoder. This device, when activated, turns off the motor and activates the brake, bringing the escalator to a smooth stop. This device is designed to turn off the motor and activate the brake to stop the escalator when an object is detected entering the handrail inlet area.

9.  Step up thrust device is designed to detect obstructions in the lower curve area, which could cause a step to be elevated, thus impacting the comb plate. When this device detects a raised step, it will shut off the motor and activate the brake to stop the escalator.

10.  Handrail speed monitoring device is designed to measure the variation in speed between the step band and handrail. If speed variation exceeds the standard, the controller will sound an alarm buzzer, turn off power to the motor and activate the brake to stop the escalator.

11. Missing step device is designed to detect a missing step. When a missing step is detected, power to the motor is turned off and the brake is activated to stop the escalator.

12.  Step level device is designed to detect a step that is about to enter the comb area at a "lower elevation" than the comb plate. If a "low step" is detected, the escalator is turned off and the brake is applied to stop the escalator.

13.  Handrail entry device is designed to turn off the motor and activate the brake to stop the escalator when an object is detected entering the handrail inlet area.

14.  Comb impact device is designed to shut off the motor and activate the brake in the event that comb plate movement is detected horizontally or vertically.

16.  Skirt obstruction switch is designed to detect obstructions between the skirt and step at the point where the step approaches the upper and/or lower comb plate area. This device will shut down the escalator in the case of an entrapment.

17.  Broken step chain device. Installed on the lower end carriage, this device is designed to detect step-chain breakage or excessive step-chain sag.

Safety Features

Typical safety features address both operational safety and passenger safety configurations.

Source: KONE Inc.

18.  Energy saving control is designed to save up to 40% in energy costs, extend motor life and provide a smooth, safe start.

Passenger safety features:

3.  Skirt gap and stiffener. Installation of skirt stiffening channels is designed to provide uniform clearance between the step edge and skirt, reducing the possibility of entrapment between the step and skirt.

4.  Demarcation inserts. Installation of plastic demarcation inserts along the side and rear of step warn passengers of possible foot entrapment points and will not wear off after time like paint.

5.  Emergency stop buttons and alarm. The emergency stop button installed at a 45 degree angle increases accessibility in the event of an emergency.

8.  Step demarcation lights. Green fluorescent light fixtures beneath the steps at the landings are designed to signal the passenger that the end of the escalator is near.

15.   Safety signs. These signs are designed to caution and provide safety information to the passengers.

19.  Skirt brushes. These escalator skirt deflector brushes are designed to encourage safe escalator use by providing a subtle indicator to passengers riding near the step's edge.

20.  Deck guards. These plastic barriers are designed to prevent an object and people from getting wedged between the escalator handrail and a wall or another escalator.

21.  Yellow comb segments. Yellow comb segments define the end of a moving escalator step and the stationary aluminum comb plate while warning passengers to pick up their feet.

Changes in code have made many safety features mandatory. These are: the escalator brake (2), skirt gap and stiffener (3, emergency stop alarms (5), step demarcation inserts (4), handrail entry device (13), comb impact device (14) and skirt obstruction switch (16).

The only items not required by code are #8 and #18.

 

 

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Originally published in Architectural Record
Originally published in October 2008

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