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See all results048598 · Application Note · Rev B · Aug 2017 · English · PDF, 6 pages, 0.5 MB
Lutron Sivoia QS Application Note: Measuring for Shades, Guidelines & Best Practices (048598)
Lutron's application note on measuring windows for Sivoia QS, Triathlon and manual roller shades.
Lutron 048598 Rev B (August 2017), Sivoia QS Application Note: Measuring for Shades, Guidelines & Best Practices. https://assets.lutron.com/a/documents/048598.pdf, via https://newwaykl.com/resources/lutron/roller-shades/sivoia-qs/lutron-sivoia-qs-application-note-048598/
About document 048598
Lutron document 048598, Rev B of August 2017, is the six-page measuring guide: when to measure, tools, mounting space, light gaps, inside and outside mount width and height, roll direction and two order worksheets.
What note 048598 covers
Lutron document 048598 has these twelve sections. Each link opens the PDF at that page in a new tab.
- Introduction, opens in a new tab page 1
- Logistics: when to measure, opens in a new tab page 1
- Measuring tools, opens in a new tab page 1
- Space requirements: mounting height and depth by system, opens in a new tab page 2
- System light gaps, opens in a new tab page 2
- Light gap and shade width facts, opens in a new tab page 3
- Measuring width for inside-mount roller shades, opens in a new tab page 3
- Measuring height for inside-mount roller shades, opens in a new tab page 4
- Measuring for outside-mount roller shades, opens in a new tab page 4
- Fabric drop and roll direction, opens in a new tab page 4
- Shade type worksheet, opens in a new tab page 5
- Shade dimensions worksheet, opens in a new tab page 6
Specifications in 048598
Lutron document 048598 prints 36 values in the groups the document uses, each with the document's unit. The page link beside each group opens the PDF where the group starts.
Measuring Tools
PDF page 1 of 048598, opens in a new tab- Digital or laser reading
- Reduce by 1/16 in (1.6 mm)
- SCT measurement step
- Typically nearest 1/16 in (1.6 mm)
Minimum Mounting Space Requirements
PDF page 2 of 048598, opens in a new tab- Roller 20
- Single 3 in (76 mm) high, 3 in (76 mm) deep; dual 9 in (229 mm) high, 6 in (152 mm) deep
- Roller 64
- Single 3 1/2 in (89 mm) high, 3 1/2 in (89 mm) deep; dual 9 in (229 mm) high, 6 in (152 mm) deep
- Roller 100, 150, 300 (incl Armstrong Axiom pocket)
- Single 5 in (127 mm) high, 5 in (127 mm) deep; dual 11 in (279 mm) high, 7 in (178 mm) deep
- Roller 225
- Single 7 in (178 mm) high, 7 in (178 mm) deep; dual 14 in (356 mm) high, 8 in (203 mm) deep
- Triathlon (incl WIDR)
- Single 5 in (127 mm) high, 5 in (127 mm) deep; dual N/A
- Manual clutch, 1 in or 1 3/8 in tube
- Single 3 in (76 mm) high, 3 in (76 mm) deep; dual 9 in (229 mm) high, 8 in (203 mm) deep
- Manual clutch, 1 3/4 in or 2 in tube
- Single 4 in (102 mm) high, 4 in (102 mm) deep; dual 9 in (229 mm) high, 8 in (203 mm) deep
System Light Gaps
PDF page 2 of 048598, opens in a new tab- Roller 20, 64
- Inside 3/4 in (19 mm); outside 3/4 in (19 mm); each side
- Roller 100, 150, 225, 300
- Inside 13/16 in (21 mm); outside 3/4 in (19 mm); each side
- Triathlon without fascia
- Inside 9/16 in (14 mm); outside 1/2 in (13 mm); each side
- Triathlon with fascia
- Inside 11/16 in (17 mm); outside 5/8 in (16 mm); each side
- Triathlon WIDR without fascia
- Inside 9/16 in (14 mm); outside 1/2 in (13 mm); each side
- Triathlon WIDR with fascia
- Inside 11/16 in (17 mm); outside 5/8 in (16 mm); each side
- Cordless manual without fascia
- Inside 1/2 in (13 mm); outside 7/16 in (11 mm); each side
- Cordless manual with fascia
- Inside 11/16 in (17 mm); outside 5/8 in (16 mm); each side
- Manual clutch, 1 in tube
- Inside: operator 5/8 in (16 mm), idler 11/16 in (17 mm); outside: operator 9/16 in (14 mm), idler 5/8 in (16 mm)
- Manual clutch, 1 3/8 in or 1 3/4 in tube
- Inside 11/16 in (17 mm); outside 5/8 in (16 mm); each side
- Manual clutch, 2 in tube
- Inside: operator 3/4 in (19 mm), idler 5/8 in (16 mm); outside: operator 11/16 in (17 mm), idler 9/16 in (14 mm)
- Manual clutch, 2 1/2 in tube
- Inside: operator 7/8 in (22 mm), idler 15/16 in (24 mm); outside: operator 13/16 in (21 mm), idler 7/8 in (22 mm)
Light Gap / Shade Width Facts
PDF page 3 of 048598, opens in a new tab- Bracket-to-bracket dimension
- Fabric width + operator side light gap + idler side light gap
- Standard factory deduction, inside mount
- 1/16 in (1.6 mm) per side, 1/8 in (3.2 mm) total; not on Roller 20 or Roller 64
- Inside mount with end caps (Roller 20, 64, 100, 150, 300 with fascia)
- Specify as outside mount 3/8 in (10 mm) narrower than the opening, 3/16 in (5 mm) per side
- Light gap with end caps
- 15/16 in (24 mm) per side
- Larger light gaps
- Shades 120 in (3048 mm) and taller, or height to width ratio of 4:1 and greater; values in the SCT
- Custom light gaps
- Larger than minimum on most systems; not Triathlon or Triathlon WIDR
Measuring Width for Inside-mount Roller Shades
PDF page 3 of 048598, opens in a new tab- Roller shade light gap
- At least 1/2 in (13 mm)
- Width readings
- Roller shades: top of the opening only; shade types with smaller gaps: top, middle and bottom, smallest used
Measuring Height for Inside-Mount Roller Shades
PDF page 4 of 048598, opens in a new tab- Extra fabric on the tube
- 1 1/2 wraps, not included in the specified height
Shade Type Worksheet
PDF page 5 of 048598, opens in a new tab- Bottom bar options
- Designer bottom bar; 3/16 in x 1 in sealed; half-wrap architectural; exposed architectural; 1 in exposed; 7/16 in x 1 3/8 in sealed
- Side channel
- 2 1/2 in x 1 in
- Sill angle
- 1 1/2 in x 1 in
- Fascia sizes
- 2 3/4 in (Roller 20); 3 1/2 in (Roller 64); 4 in (Roller 100, 150, 300 and WIDR)
- Pocket sizes listed
- 3 1/2 in x 3 1/2 in; 4 3/4 in x 5 in; 7 in x 7 in (R100 and R225 jamb brackets)
Shade Dimensions Worksheet
PDF page 6 of 048598, opens in a new tab- Width entry
- Bracket to bracket width (A) or fabric width (E); the SCT calculates the other from standard or custom light gaps
Installation walk-through for 048598
Lutron document 048598 gives nine steps, in the document's order, after the tools it lists.
The clearance, the check and the warning under a step are the document's own.
Tools
- Measuring tape, robust, undamaged and rigid
- Digital or laser measuring device (optional)
Wait for final site conditions
Measure only when the site matches install day, since trim, drywall, compound or paint added later can spoil the fit. Measure every window on site, never from drawings.
Check: Finishes around each opening are complete
Warning: Remakes caused by wrong measurements are charged to the installing dealer
Choose and check the measuring tool
Use a robust, rigid, undamaged tape, with two people on long spans. Check laser or digital readings against a tape and reduce each by 1/16 in (1.6 mm).
Clearance: Laser reduction 1/16 in (1.6 mm)
Check the mounting space
Compare the head space and depth with the system's minimum for a single or dual mount. Single mounts run from 3 in (76 mm) for a Roller 20 to 7 in (178 mm) for a Roller 225.
Work out the ordering width
Order inside mounts by bracket-to-bracket width: fabric width plus both light gaps. Specify outside mount to avoid the factory deduction, or to leave room for end caps at 3/8 in (10 mm) narrower than the opening.
Clearance: End caps: 3/16 in (5 mm) per side
Measure inside-mount width
Measure across the top of the jamb at the bracket position and use the smallest width through the jamb depth. Shade types with smaller gaps need top, middle and bottom readings.
Check: The smallest width is the one entered
Measure inside-mount height
Measure header to sill. A roller shade's lower limit absorbs an extra inch or two.
Avoid overstating the height of shades that stack at the top.
Measure an outside mount
Specify height from the top of the hardware to the closed position. Set the width so the fabric meets or slightly overlaps the trim.
Warning: Shades over 120 in (3048 mm) high or with a height to width ratio over 4:1 have larger gaps
Choose the roll direction
Use reverse roll to clear cranks or handles, never with a fascia. Keep one roll direction across a façade.
Fill in the worksheets
Enter shared features once per shade type, then each shade's room mark, quantity, drive side and size. Give bracket-to-bracket or fabric width; the SCT works out the other.
Facts Lutron states in 048598
The values Lutron document 048598 states, as published:
- When to measure
- Final measurements at every window on site once conditions match install day, never from drawings. The installing dealer pays for remakes caused by wrong measurements.
- Laser and digital tools
- Reduce the reading by 1/16 in (1.6 mm). The SCT typically takes sizes to the nearest 1/16 in (1.6 mm).
- Minimum mounting space, single shade
- Height and depth for a single shade:
- Roller 20: 3 in (76 mm)
- Roller 64: 3 1/2 in (89 mm)
- Roller 100, 150, 300 and Triathlon: 5 in (127 mm)
- Roller 225: 7 in (178 mm)
- Minimum mounting space, dual mount
- Height by depth for a dual mount:
- Roller 20 and 64: 9 in (229 mm) by 6 in (152 mm)
- Roller 225: 14 in (356 mm) by 8 in (203 mm)
- Triathlon: no dual mount
- Light gap per side
- Inside mount, Roller 20 and 64: 3/4 in (19 mm)
- Inside mount, Roller 100 to 300: 13/16 in (21 mm)
- Triathlon: 9/16 in (14 mm), or 11/16 in (17 mm) with fascia
- Outside mount: typically 1/16 in (1.6 mm) smaller, except Roller 20 and 64
- Ordering width
- Bracket-to-bracket width equals fabric width plus both light gaps. Inside-mount shades are ordered by bracket-to-bracket width, not fabric width.
- Factory deduction
- Inside mounts lose 1/16 in (1.6 mm) on each side, 1/8 in (3.2 mm) in all, except Roller 20 and 64. Specifying outside mount avoids it.
- End caps, inside mount
- Specify as outside mount 3/8 in (10 mm) narrower than the opening. The light gap becomes 15/16 in (24 mm) per side.
- Larger gaps
- Shades 120 in (3048 mm) and taller, or with a height to width ratio of 4:1 or more, get larger gaps. Custom larger gaps are possible on most systems except Triathlon and Triathlon WIDR.
- Inside-mount width readings
- Roller shades need one reading at the bracket position across the top of the jamb, since their gaps are at least 1/2 in (13 mm). Use the smallest width if it varies through the jamb depth.
- Height rules
- Header to sill. An inch or two extra is harmless on a roller shade but not on shades that stack at the top.
- Tube wraps
- Every roller shade has 1 1/2 extra wraps on the tube
- Outside mount
- Height from the top of the hardware to the closed position. Fabric edges meet or slightly overlap the trim.
- Roll direction
- Reverse roll clears cranks and handles but cannot take a fascia. One roll direction per façade.
Questions about document 048598
The answers come from Lutron document 048598 and New Way's record of it.
What is Lutron document 048598?
Lutron's six-page Application Note 598, printed #598 on its pages, with two Shade Configuration Tool (SCT) worksheets.
- Sivoia QS and QS Wireless: Roller 20, 64, 100, 150, 225, 300 (non-coupled)
- Triathlon and Triathlon WIDR
- Lutron manual and custom roller shades
Which revision of 048598 is current?
Rev B, dated August 2017, is the revision Lutron publishes. New Way checked it against assets.lutron.com on 16 October 2026.
Which roller shades does 048598 cover?
Lutron Sivoia QS roller shades. Lutron document 048598 refers readers to document 3683304.
How much space does a roller shade need above the window?
At least 3 in (76 mm) of height and depth for a single Roller 20, per Lutron document 048598.
- Roller 64: 3 1/2 in (89 mm)
- Roller 100, 150, 300 and Triathlon: 5 in (127 mm)
- Roller 225: 7 in (178 mm)
What light gap should be expected on each side?
An inside-mount gap of 3/4 in (19 mm) per side on Roller 20 and 64, per Lutron document 048598.
- Roller 100 to 300: 13/16 in (21 mm)
- Triathlon: 9/16 in (14 mm), or 11/16 in (17 mm) with fascia
- Outside mount: typically 1/16 in (1.6 mm) smaller, except Roller 20 and 64
Should an inside-mount shade be ordered by fabric width or bracket-to-bracket width?
Bracket-to-bracket width, per Lutron document 048598, never fabric width for an inside mount. The bracket-to-bracket dimension is the fabric width plus the light gap on each side.
The Shade Configuration Tool works out whichever value is not entered.
What allowance does Lutron make for a laser measuring tool?
Reduce a digital or laser reading by 1/16 in (1.6 mm), per Lutron document 048598. Check the tool against a rigid tape until it is trusted.
Two people may be needed on long spans with a tape.
Can a reverse roll shade have a fascia?
No: Lutron document 048598 says reverse roll clears cranks, handles and window hardware but cannot take a fascia. Lutron document 048598 recommends one roll direction for every shade on a façade.
Other Sivoia QS application notes
Application notes for the same Sivoia QS system:
| Document | Drive class | Revision | Date |
|---|---|---|---|
| 048562Application Note: Alkaline Battery Screening and Diagnosis | Roller 20 to 300 | A | Jul 2015 |
| Application Note: Blink Codes for Shades and Venetian Blinds | Roller 20 to 300 | ||
| 3683231Application Note: Care and Maintenance of Window Treatments | Clutch, Commercial Contract Manual, Roller 20 to 300 | C | |
| 048736Application Note: Maximizing Light Blockage with Guestroom Window Treatments | Roller 20 to 300 | C | Jul 2022 |
Documents used with 048598
Lutron document 048598 points to selection guides 3683304 (horizontal sheer blinds) and 3672090 (wood and Venetian blinds). Lutron document 048598 also names 3682941 (pleated and fashion honeycomb), 3684408 (Triathlon) and product guide 3671455 (mounting requirements).
| Document | Type | Revision | Date |
|---|---|---|---|
| 3684408Triathlon Honeycomb Shades Product Brochure: Shade Selection Guide | Product Brochure | C | Dec 2023 |
| 085835Serena Open Roll Roller Shades Specification Submittal | Specification Submittal | A | Feb 2026 |
| 369612Pico Wireless Control Specification Submittal | Specification Submittal | Q | Jun 2025 |
| 0454114-Group RF Remote Control Installation Guide | Installation Guide | D | Jan 2015 |
| 045520Basic Wiring and Setup Installation Guide | Installation Guide | B | Nov 2016 |
| CAD Drawing: 30-Output Configurable Power Panel Enclosure (Power Modules Sold Separately), 35V Output, Elevation View (Front) | CAD Drawing | ||
| CAD Drawing: 30-Output Configurable Power Panel Enclosure (Power Modules Sold Separately), 35V Output, Plan View (Bottom) | CAD Drawing | ||
| 045000710 Output Power Panel Power Supply (12 V) Installation Guide | Installation Guide | A | Jul 2025 |
| 08533510-Output Smart Panel Specification Submittal | Specification Submittal | D | Apr 2020 |
| Roller Shades Wiring Diagram: Multiple Shades per Single QS Smart Panel | Wiring Diagram |
Revisions of 048598
This page always shows the revision Lutron publishes today. Lutron replaces the file in place and does not keep earlier revisions online.
| Revision | Date | Status |
|---|---|---|
| B | Aug 2017 | Current. The file on assets.lutron.com. Checked 16 Oct 2026. |
Not covered in 048598, and what to read next
Lutron document 048598 does not cover installation, coupled roller shades, blinds or pleated and honeycomb shades.
- Other shade types: selection guides 3683304, 3672090, 3682941 and 3684408
- Mounting requirements: 3671455, the product guide
Publisher and citation for document 048598
Lutron Electronics Co., Inc. publishes document 048598, Rev B, and serves it from assets.lutron.com. New Way hosts no copy and last checked the file there on 16 October 2026.
Lutron, Sivoia QS and Triathlon are trademarks of Lutron Electronics Co., Inc.
Reviewed by Edmond Hong, Technical Specialist, New Way.
Specifying Sivoia QS?
New Way supplies and installs Lutron Sivoia QS shading in Malaysia and Singapore. A New Way specifier can check your shade schedule and drawings before you submit.
The form opens with document 048598 filled in.
