Lutron Sivoia QS Roller Shades Installation Guide: Cable Guided (Turnbuckle Design) (045336, rev B)

Installation walk-through for 045336

Lutron document 045336 gives eleven steps, in the document's order, after the tools and fixings it lists.

The clearance, the check and the warning under a step are the document's own.

1. Install the shade

   Mount the roller shade first, following the chassis install guide supplied with it.

   Before going further, make sure there is room for the upper and lower cable anchors. Any sag of the fabric must not get in the way of the shade's operation.

   Check: Space confirmed for both pairs of anchors and for fabric sag

2. Plan the anchor positions

   Set the cables at the same width as the fabric, plumb and square. A laser, or a check of the diagonals between opposite cable ends, helps line up the top and bottom points.

   Seen from the side, both cables must sit in one plane. Cables out of plane leave the fabric sagging unevenly.

   Clearance: Upper and lower cable widths equal within 1/2 in (13 mm)

   Check: Laser or diagonals confirm the cables are square

   Warning: Every installed anchor must withstand up to 300 lb (135 kg)

3. Install the upper cable anchor bracket assemblies

   Fix each bracket assembly to the wall, ceiling or jamb with three mounting screws, or fasteners suited to the conditions. Repeat for the second bracket assembly.

   Check: Both upper assemblies fixed into material that holds the load

   Warning: Upper anchors must withstand up to 300 lb (135 kg), or minor or moderate injury could result

4. Attach the cable to the upper anchor

   Line up the hole in the turnbuckle with the hole in the upper cable anchor and push the pin through. Lock the pin by inserting the retaining ring into its hole and rotating the ring.

   Run a jam nut fully onto the threaded end of the cable. Thread the cable end into the turnbuckle by the initial turns the chart gives for its length and diameter.

   Final tension follows in step 8, before the shade is run.

   Clearance: Initial turns: 18 down to 8 for 3/32 in (2.4 mm) cable, 32 down to 17 for 1/8 in (3.2 mm) cable, by cable length

   Check: Retaining ring turned home and jam nut fully on

5. Mount the lower cable anchors

   Option A fixes each lower anchor straight to the floor or sill with one self-drilling screw. The screw is driven with a 1/4 in socket.

   Option B first fixes a lower mounting bracket to the wall or jamb with two self-drilling screws. The anchor then fastens to the bracket with the bracket assembly screw and nut.

   Either way, other fasteners may be used where the mounting conditions call for them. Repeat for the second anchor.

   Clearance: Both cables parallel within 1/2 in (13 mm) and at the fabric width

   Check: Lower anchors line up under the upper anchors

   Warning: Lower anchors must withstand up to 300 lb (135 kg), or minor or moderate injury could result

6. Prepare the lower end of the cable

   Pull the cable tight beside the lower anchor and cut it. Cut 3/32 in (2.4 mm) cable level with the top of the anchor, 1/8 in (3.2 mm) cable at its mid-height.

   Strip the nylon coating with a utility knife or wire stripper. Slide the lower anchor cap onto the stripped end, domed side up.

   Slide on the compression sleeve, leaving 1/8 in (3 mm) of cable showing, and swage it with the Nicopress tool.

   Clearance: Strip 3/8 in (10 mm) for 3/32 in (2.4 mm) cable, 1/2 in (13 mm) for 1/8 in (3.2 mm) cable. Leave 1/8 in (3 mm) of cable past the sleeve.

   Check: Cap on the cable before the sleeve is swaged

   Warning: Missing the cap means re-cutting the cable, which will likely leave it too short to finish

7. Attach the cable to the lower anchor

   Push the swaged end into the lower cable anchor and slide the cap down to the bottom of the cable.

   Screw the cap onto the anchor. Tighten it with soft jaw pliers so the cap's surface is not damaged.

   Check: Cap screwed down with its surface unmarked

8. Tension the cable

   Take up the remaining slack by finger tightening the cable end into the turnbuckle. Then wrench the turnbuckle by the extra turns the table gives for the cable length and diameter.

   Tighten the jam nut and repeat for the second cable.

   Clearance: Turns past finger tight: 2 up to 11 3/4 for 3/32 in (2.4 mm) cable. For 1/8 in (3.2 mm) cable, 2 1/4 up to 16 3/4 turns.

   Check: Both cables tensioned to the same row of the table

9. Attach the bottom bar to the cables

   Run the shade to 50% open with the buttons on the drive unit. Pull each cable around the front of the bottom bar endcap and slide it between the endcap and the bar.

   Snap the cable into the endcap slot, then do the same at the other end. With both cables in place the shade should travel up and down freely.

   If it binds in the endcaps, adjust the shade or cable position.

   Check: Shade runs its full travel without binding

10. Adjust the limits if necessary

    Reset the open and close limits if needed. Lutron document 045336 sends the installer to the packed basic wiring and setup guide for the limit steps.

11. Troubleshoot

    Cables out of parallel or out of plane call for moving the upper or lower anchors. Fabric sagging onto the window needs a tension check or a moved shade.

    Uneven sag or a hembar out of level calls for a level shade and equal cable tension. The step 8 table sets tension, the cable centered in the endcap loop.

    A binding hembar: move the shade sideways, cables parallel to the fabric edge. Telescoping fabric: Lutron App note 411.