Installing a Schlage lock, whether mechanical or electrified, requires attention to detail and a clear understanding of the specific components involved. Schlage offers a wide range of locking solutions, including deadbolts, cylindrical locks, mortise locks, and exit devices, each with its own installation requirements. This guide draws from the provided documentation to present a comprehensive overview of the installation process, key tools, and best practices for various Schlage lock models.
Understanding Schlage Lock Types
Schlage locks are categorized based on their design, function, and compatibility with existing door hardware. The most commonly referenced models in the documentation include the ND Series, ALX Series, B Series, and M Series locks. Each series serves distinct purposes and is designed to meet varying security and aesthetic requirements.
- ND Series: These are Grade 1 mechanical locks, often used in commercial and high-security environments. They are known for their durability and are available with electrified functions for integration with access control systems.
- ALX Series: Similar to the ND Series, these locks are also Grade 1 or Grade 2 and are often used in commercial settings. They support electrified functions and can be paired with dummy levers or other accessories.
- B Series: This series includes models like the B662 SFIC Double Cylinder Deadbolt, a mechanical lock with a small format interchangeable core (SFIC) for keyless operation.
- M Series: These are electromechanical or electromagnetic locks, such as the M400 Series, M490G, and M490DE, often used in applications where remote control or power-dependent operation is required.
The documentation also references mortise locks, multi-point rod systems, anti-ligature trim, and exit devices, which are typically used in institutional or commercial settings where enhanced security and compliance with building codes are necessary.
Tools and Preparation
Before beginning the installation of any Schlage lock, it is essential to ensure the door is properly prepared. The following tools are generally required:
- Tape measure
- #2 Phillips Head screwdriver
- Flat head screwdriver
- Hammer
- Block of wood (for faceplate adjustments)
- Optional: Pliers or pliers with a flat jaw (for certain adjustments)
The documentation emphasizes that an electric drill is not recommended for installing Schlage locks, as it can easily strip screws and damage the lock mechanism.
Door Preparation
Before installing a new lock, the door must be properly drilled and aligned. For example, the L9000 Series Indicator Lock Escutcheon requires a specific hole size and alignment to ensure the indicator functions correctly. If the backset measures 2 3/4 inches, the bolt on the L400 Series Lock with Indicator Sectional Trim may need adjustment by twisting the faceplate.
For the ALX Series, the documentation includes Spanish-language instructions, indicating that these models may be used in multilingual commercial environments. The LM9300 Multi-point Rod requires precise alignment with the door frame to ensure all locking points engage properly.
Installation Steps for Common Schlage Lock Models
1. Deadbolt Installation (e.g., B662 SFIC)
The B662 SFIC Double Cylinder Deadbolt is a mechanical lock that uses a small format interchangeable core. The installation process includes the following steps:
- Ensure the door is properly drilled for the deadbolt mechanism. The standard bore hole is typically 2 1/8 inches in diameter, and the backset is usually 2 3/8 inches or 2 3/4 inches.
- Remove any existing hardware to avoid interference with the new lock.
- Insert the deadbolt into the door, making sure the latch plate aligns with the strike plate on the door frame.
- Secure the lock body using the provided screws. A #2 Phillips head screwdriver is recommended.
- Install the interior and exterior trim, adjusting the faceplate if necessary to ensure the bolt retracts and extends smoothly.
- Test the lock by manually operating the deadbolt and checking for smooth engagement with the strike.
2. Cylindrical Lock Installation (e.g., ALX Series)
The ALX Series includes cylindrical locks that are often used in commercial settings. Installation involves the following:
- Verify that the door has a pre-drilled bore hole and that the core is compatible with the lock cylinder.
- Insert the lock cylinder into the bore hole, ensuring that the keyway is aligned with the exterior side of the door.
- Attach the exterior and interior trims, securing them with the provided screws. The ALX170 and ALX172 dummy levers are often used in conjunction with these locks.
- Adjust the deadbolt or latch, if applicable, by twisting the faceplate to the correct backset.
- Install the strike plate on the door frame to ensure the latch or deadbolt engages properly.
- Test the lock to confirm that the key operates smoothly and the latch or deadbolt functions correctly.
3. Electromagnetic Lock Installation (e.g., M400 Series)
The M400 Series electromagnetic locks are used in applications where power-based control is required. Installation involves the following steps:
- Mount the lock body to the door using the provided hardware. The HDB Kit for M400 Series includes mounting hardware and instructions for securing the lock.
- Install the armature plate on the door frame. This metal plate is attracted to the magnet when the lock is de-energized.
- Connect the power supply to the lock using the wiring instructions provided in the PS904 Power Supply Installation Instructions. The power supply must be UL 294 certified.
- Install any optional control modules or interface boards, such as the 900-FA Fire Alarm Input or 900-4RL Option Board, to integrate the lock with access control systems.
- Test the lock by applying power and ensuring that the armature plate is securely held in place.
4. Exit Device Installation (e.g., Falcon25 RX)
The XE360 Falcon25 RX is a reader-equipped exit device often used in high-traffic commercial settings. Installation includes:
- Mount the exit device to the door using the provided brackets and screws. Ensure that the device is level and aligned with the door frame.
- Install the push bar or lever, securing it with the appropriate fasteners.
- Connect the wiring harness to the Falcon25 RX control board, following the wiring diagram in the XE360 Falcon25 RX Wiring Kit Installation Instructions.
- Install the reader module, ensuring that it is positioned for optimal access and visibility.
- Connect the power supply and any optional control modules, such as the 801-KS Local and Remote Monitoring Station.
- Test the exit device to ensure that the push bar retracts and the door opens smoothly when activated.
Additional Considerations
Electrified Locks and Access Control Integration
Many Schlage locks, particularly in the ND Series and ALX Series, are designed to work with electrified functions. These locks can be integrated with access control systems using option boards such as the 900-FA Fire Alarm Input, 900-4RL Option Board, or 900-BB Battery Backup.
When installing electrified locks, it is important to follow the installation instructions for the specific option board. For example, the 900-4RL Option Board Installation Instructions provide guidance on connecting the board to the power supply and configuring the lock's response to access control signals.
Specialized Locking Solutions
Schlage also offers locks tailored for specific environments. For example:
- Anti-Ligature Trim (L-Series): Used in healthcare or correctional facilities, these locks prevent tampering with the lock mechanism and are installed using the L-Series Anti-Ligature Knob Trim Installation Instructions.
- Multi-Point Rod Systems (LM9300): These systems provide additional security by locking multiple points on the door and require precise alignment with the door frame.
- Vandal-Resistant Conversions (ALX Series): These locks are designed to resist tampering and can be installed using the Vandlgard Conversion Instruction Spanish.
Power Supply and Battery Backup
For electrified Schlage locks, the PS900 Series Power Supplies are essential for providing stable power. The PS904, PS902, and PS906 power supplies are UL 294 certified and can be configured with option boards to support various functions.
The 900-BB Battery Backup is an important accessory for ensuring the lock remains operational during power outages. The 900-BB Installation Instructions detail how to connect the battery backup to the power supply and configure the lock to use the backup power source.
Troubleshooting Common Installation Issues
Even with detailed instructions, some common issues may arise during installation. The following troubleshooting tips are based on the provided documentation:
- Misaligned Bolt or Latch: If the deadbolt or latch does not engage properly, check the backset and adjust the faceplate. For the L400 Series Lock with Indicator Sectional Trim, the bolt can be adjusted by twisting the faceplate.
- Loose Screws or Stripped Threads: If the screws are difficult to tighten, avoid using an electric drill. Use a hand screwdriver and apply even pressure.
- Electrified Lock Not Responding: Check the power supply connections and ensure that the option boards are properly configured. For the M400 Series, refer to the HDB Kit Installation Instructions.
- Incorrect Strike Plate Alignment: If the door does not close properly, adjust the strike plate on the door frame to align with the lock's latch or deadbolt.
Conclusion
Schlage locks are designed to meet a wide range of security and functional requirements, from basic mechanical deadbolts to advanced electrified and access-controlled systems. Proper installation is critical to ensuring that these locks perform as intended and provide reliable security. By following the detailed instructions provided in the manufacturer's documentation, users can confidently install Schlage locks on both residential and commercial doors.
Whether you are installing a B662 SFIC Deadbolt for a home or a M400 Series Electromagnetic Lock for a commercial entrance, the process involves careful preparation, precise alignment, and adherence to the manufacturer's specifications. Schlage’s comprehensive range of installation guides and technical documentation ensures that users have the resources needed to complete their projects successfully.