Installing an escalator is a complex engineering project that requires careful planning, precision, and expertise. From initial site assessment to final commissioning, the process typically takes several weeks to complete.
Site Preparation
Before installation begins, structural engineers must verify that the building can support the escalator’s weight and operational loads. The installation area requires precise measurements and preparation, including creating proper openings in floors and ensuring adequate support structures are in place.
Equipment and Components
A typical escalator arrives in several major sections: the truss (the main support structure), steps, handrails, drive system, and control panels. Special lifting equipment and cranes are often needed to move these heavy components into position, particularly in existing buildings where space may be limited.
Installation Process | The main steps include:
- Positioning the truss at the correct angle (typically 30-35 degrees)
- Installing the drive system and motor room components
- Mounting step chains and individual steps
- Setting up the handrail system
- Installing electrical systems and safety devices
- Adding balustrades and deck boards
Safety Considerations
Modern escalators must meet strict safety standards and include multiple safety features such as emergency stop buttons, step demarcation lighting, and combplate switches. Proper installation of these safety systems is crucial for public safety and legal compliance.
Testing and Commissioning
Before an escalator can be opened for public use, it undergoes rigorous testing including:
- Load testing
- Speed and brake testing
- Safety device verification
- Emergency stop system checks
- Handrail synchronization testing
Maintenance Planning
During installation, contractors must ensure easy access to key maintenance points and provide proper documentation for future maintenance teams. Regular maintenance is essential for keeping escalators running safely and efficiently.
Cost Considerations
Installation costs vary significantly based on factors like:
- Height and length of the escalator
- Building modifications required
- Local labor rates
- Equipment specifications
- Safety requirements
- Access conditions
A typical commercial escalator installation can range from several hundred thousand to over a million dollars, making it a significant investment for any building project.
Professional Expertise
Only certified escalator technicians should perform installations. These specialists undergo extensive training and must stay current with evolving safety standards and installation techniques. Their expertise ensures both safety and reliability of the finished installation.
Escalator Installation Project Timeline
| Phase | Week | Activities | Key Deliverables |
|---|---|---|---|
| Pre-Installation | 1 | Site survey and structural assessment | Survey report |
| 2 | Engineering drawings and permit applications | Approved permits | |
| 3 | Material and equipment procurement initiation | Purchase orders | |
| 4 | Building preparation planning | Preparation schedule | |
| Site Preparation | 5 | Floor opening creation and reinforcement | Structural modifications |
| 6 | Power supply and hoisting setup | Electrical connections | |
| Main Installation | 7 | Truss delivery and positioning | Positioned truss |
| 8 | Drive system and motor room installation | Operational drive system | |
| 9 | Step chain and step installation | Assembled steps | |
| 10 | Handrail system mounting | Installed handrails | |
| 11 | Electrical systems and control panel | Working controls | |
| 12 | Balustrades and deck board installation | Completed assembly | |
| Testing | 13 | Initial testing and adjustments | Test reports |
| 14 | Final commissioning and inspection | Safety certification | |
| Project Closure | 15 | Cleanup and handover | Final documentation |
Additional Notes:
- Duration: 15 weeks baseline
- Recommended buffer: 2-3 weeks
- All timeframes assume normal working conditions
- Critical path activities highlighted in main installation phase
- Each phase requires sign-off before proceeding
- Timeline may vary based on:
- Building conditions
- Equipment availability
- Permit processing time
- Site access constraints
- Weather conditions
- Local regulations
Documentation
| Year | Manufacturer | Title | Link | Source |
|---|---|---|---|---|
| 20XX | Mitsubishi Electric | Escalators series Z | Link | Source |
| 2018 | Thyssenkrupp | Escalators and moving walks, escalating performance | Link | Source |
| 2016 | Kone | Planning Guide for Kone Escalators and autowalks | Link | Source |
| 2017 | – | Testing and commissioning procedure for lift, escalator and passenger conveyor installation in government buildings of the Hong Kong administrative region | Link | Source |
| 2015 | Australian Elevator Association | Australian Elevator Association handbook | Link | Source |
| – | Schindler | Schindler 9300AE, the world’s leading escalator for safe and reliable passenger transport | Link | Source |
| 1972 | International Labour Office | SAFE Construction and installation of escalators, code of practice, Geneva | Link | Source |
- 2013, Network Rail (UK), Planning and designing for safer
escalator use at stations, Link, Source - 2019,APTA RT-EE-RP-001-02, Rev. 3, Heavy-Duty Escalator Design Guidelines, Link, Source
- 2003, Spiral Escalator, Mitsubishi Electric, Link, Source
Standards
| Standard Code | Organization | Title/Scope | Key Requirements | Testing/Certification Required |
|---|---|---|---|---|
| ISO 22201-1:2017 | International Organization for Standardization | Programmable Electronic Safety Systems | Safety integrity levels, System architecture, Software validation | Third-party certification, Independent testing |
| IEC 60204-1:2016 | International Electrotechnical Commission | Electrical Equipment Safety | Electrical protection systems, Control circuits, Emergency systems | Electrical safety certification, Regular testing |
| EN 115-1:2017 | European Committee for Standardization | Safety of Escalators – Construction | Maximum speed 0.75m/s, Maximum inclination 30°, Step width requirements | CE marking, Notified body inspection |
| ASME A17.1 | American Society of Mechanical Engineers | Safety Code for Elevators and Escalators | Step dimensions, Brake requirements, Safety clearances | Third-party certification, Annual inspection |
| GB 16899-2011 | Standardization Administration of China | Safety of Escalators | Construction specifications, Safety features, Installation requirements | Chinese quality certification, Type testing |
| JIS A 4302 | Japanese Industrial Standards | Escalator Standards | Technical specifications, Safety requirements, Operating parameters | JIS certification, Regular inspection |
| ISO 14798:2013 | International Organization for Standardization | Risk Assessment Methodology | Risk analysis procedures, Safety requirements, Documentation | Risk assessment validation, Expert review |
| IEC 61508 | International Electrotechnical Commission | Functional Safety | Safety lifecycle requirements, Risk assessment, SIL determination | Independent assessment, Safety validation |
| EN 13015 | European Committee for Standardization | Maintenance Rules | Maintenance procedures, Service intervals, Documentation | Maintenance certification, Regular audits |
| ISO 18738-2:2012 | International Organization for Standardization | Measurement of Ride Quality | Measurement methods, Quality parameters, Testing | Quality verification, Performance testing |
| IEC 62061 | International Electrotechnical Commission | Safety of Machinery | Control systems, Risk assessment, Integration requirements | Safety system certification, Validation |
| ISO 9001:2015 | International Organization for Standardization | Quality Management Systems | Process control, Documentation, Quality assurance | QMS certification, Regular audits |
| EN 81-20/50 | European Committee for Standardization | Safety Rules for Construction | Building interface, Fire safety, Emergency systems | Building certification, Safety inspection |
| IEC 60529 | International Electrotechnical Commission | IP Protection Ratings | Enclosure protection, Environmental resistance, Testing | IP rating certification, Laboratory testing |
| ISO 45001:2018 | International Organization for Standardization | Occupational Health & Safety | Safety management, Risk assessment, Worker protection | OH&S certification, Regular audits |
Images
- Balaustrade
Arrangements
- Single unit arrangement
- Continuous arrangement (one-way traffic)
- Interrupted arrangement (one-way traffic)
- Parallel interrupted arrangement (two-way traffic)
- Crisscross continuous arrangement (two-way traffic)
- Scissor Arrangement
Escalator Components / Parts
- comprehensive table of escalator components:
Component Major Providers Approx. Weight Typical Dimensions Lead Time Steps Otis, ThyssenKrupp, Schindler 15-20 kg per step 1000mm x 400mm x 200mm 12-16 weeks Drive Unit/Motor SEW-Eurodrive, ABB, Siemens 500-800 kg 1.5m x 1m x 1m 16-20 weeks Handrail System EHC Global, Semperit, Continental 40-60 kg per side Length varies by installation 10-14 weeks Main Drive Chain Renold, Tsubaki, Diamond Chain 200-300 kg Length based on rise 12-16 weeks Step Chain Renold, KöBo, ThyssenKrupp 150-250 kg Length based on rise 12-16 weeks Truss Structure Local fabricators, OEM suppliers 2000-4000 kg Based on rise and angle 14-18 weeks Control System Schneider, Siemens, Mitsubishi 80-120 kg 2m x 0.8m x 0.4m 14-18 weeks Balustrades Saint Gobain, PPG, Local suppliers 100-150 kg per side Height: 900-1000mm 12-16 weeks Track System OEM suppliers 300-500 kg Based on rise 14-18 weeks Landing Plates Local fabricators, OEM suppliers 50-80 kg per end 1.5m x 1m 8-12 weeks Safety Devices Schmersal, Omron, SICK 30-50 kg total Various sizes 10-12 weeks Comb Plates OEM suppliers 15-25 kg per end 1m x 0.4m 8-10 weeks Note: Weights, dimensions, and lead times are approximate and can vary significantly based on:
- Specific escalator design and requirements
- Installation height/rise
- Manufacturer
- Geographic location
- Current market conditions
- Supply chain status
- Custom requirements
The heaviest components are typically the truss structure and drive unit, while the most time-critical components for procurement are usually the drive unit and control systems. Lead times provided are general estimates and may vary significantly, especially during supply chain disruptions.
Parts, Documentation
Videos
Escalator Installation by ThyssenKrupp ENG
KCI Airport New Terminal Escalator Install July 2021
Escalator 1 Installation (ground to 2nd floor)
Time Lapse of Escalator Installation at Commercial–Broadway Station
Typical size of escalators and capacity
| Parameter | Standard Escalator | Heavy-Duty Commercial | Description & Details |
|---|---|---|---|
| Width (Step) | 600mm / 1000mm | 1000mm / 1200mm | 600mm for light traffic, 1000mm standard commercial, 1200mm for high-capacity venues. Wider steps allow more people to stand side by side. |
| Angle of Inclination | 30° / 35° | 30° / 35° | 30° is most common, 35° used where space is limited. Steeper angles reduce comfort and safety. |
| Rise (Max Height) | Up to 6m | Up to 8m | Single-flight maximum height. Greater heights require multiple escalators with intermediate landings. |
| Speed | 0.5m/s | 0.65m/s | Standard speed balances safety and efficiency. Higher speeds in airports/metro stations. |
| Capacity (persons/hour) | 3000-4500 | 4500-7300 | Based on step width and speed. Assumes 2 people per step for 1000mm width. |
| Step Depth | 400mm | 400mm | Standard depth for safe standing. Deeper steps used for special applications. |
| Landing Space (min) | 2.5m | 3.0m | Minimum clear space required at entry/exit for safe passenger flow. |
| Power Consumption | 7-11 kW | 11-15 kW | Varies with load, height, and usage. Higher for heavy-duty applications. |
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