1 – Increasing Torque Margin

It is unlikely that you will need to increase the torque margin of your shades screens, but if you notice that your step motor is skipping steps, especially when raising the shades, try the following.

First, check that the worm gear/motor combination is not binding. Loosen the two metric screws holding the worm gear to the bracket by about 1 turn and see if this solves the problem.

If this does not work, you can decrease the friction inside the worm gear by removing a spring. To do this remove the 4 screws on the worm gear housing and carefully note the position of the gears and washers inside. Then disassemble the worm gear.

Remove the spring by grasping one of the end tangs with some needle nosed pliers. While pulling the spring off the shaft, twist the pliers against the opposite spring tang so as to expand the diameter of the spring.

Removing Spring from Worm Gear
Worm Gear Components

Now reassemble the worm gear as shown being careful to get the washers in the correct places.

Worm Gear Reassembled

This modification has been found to increase the torque margin from about 30% to about 60% for 6 ft wide shades.

2 – Using the Motor Drive with Coolaroo Full Valence Shades

The following instructions are courtesy of Dan M who wanted to retain the valence covering his shades. Other customer simply removed the valence cover and mounted the motor adapter in the normal fashion.

Remove the right side end panel and cut a slot as shown to accommodate the flex coupling with the worm gear moved to the right hand side.
Slot with side panel on valence
Idler support bracket with a new hole to line up with the plastic idler support used in the valence shade
Right side with worm gear and flex coupling installed
The valence shade is mounted on a 3/4″ spacer board, to pull it away from the facia board, then the bracket with the coupler is mounted independently directly to the facia. I used spacers to mount the bracket so I could align the coupler properly.