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Forklift

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US airman operates forklift at a truck
A worker operating a forklift, moving pallets

A forklift truck, a lift truck or a forklift is a powered industrial truck used to lift and transport materials, often by means of steel forks inserted under the load. Forklifts are most commonly used to move loads stored on pallets. The forklift was developed in the 1920s by various companies including the transmission manufacturing company Clark (today known as Clark Material Handling Company) and the hoist company Yale & Towne Manufacturing (Today known as Yale Materials Handling Corporation)[1]. It has since become an indispensable piece of equipment in manufacturing and warehousing operations.

Design types

There are many national and/or continental associations related to the industrial trucks. The three major ones are the Industrial Truck Association (North America), the Fédération Européenne de la Manutention (Europe) and the Japan Industrial Vehicles Association (Japan). There are many significant contacts among them and they have established joint statistical and engineering programs. One program is the WITS (World Industrial Trucks Statistics) published every month to the association memberships. The statistics are separated by area (continent), country, and class of machine. While the statistics are generic, and do not count production from most of the smaller manufacturers, the information is significant for its depth. These contacts have brought to a common definition of the Class System, which all the major manufacturers adhere to. Following is the list of the more common truck types, from the smallest to the biggest:

  • Hand pallet truck
  • Walkie low lift truck
  • Rider low lift truck
  • Towing tractor
  • Walkie stacker
  • Rider stacker
  • Reach truck
  • Electric counterbalanced truck
  • IC counterbalanced truck
  • Telescopic handler
  • Slip Sheet machine
  • Walkie Order Picking truck
  • Rider Order Picking truck
  • Very narrow aisle truck

Characteristics

A typical forklift may be generally described as follows:

  • The truck proper, which is a motive machine with wheels and/or tracks powered through a drive train
  • An LPG, gasoline or diesel fueled internal combustion engine, or an electric motor(s) either Direct Current or Alternating Current powered by either a battery or fuel cells.
  • The mast, which is the vertical assembly that does the work of raising, lowering, and tilting the load; the mast is either hydraulically operated consisting of one or cylinder(s) and interlocking rails for lifting and lowering operations and for lateral stability, or it may be chain operated with a hydraulic motor providing motive power.
  • The carriage, which comprises flat metal plate(s) and is moved along the mast either by means of chains, or by being directly attached to the hydraulic cylinder.
  • One or more Forks, which are the L-shaped members that engage the load. The back vertical portion of the fork attaches to the carriage most often by means of a hook or latch (Class I to IV forks), some forks use a shaft mount. The front horizontal portion (which is usually tapered for ease of insertion) is inserted into or under the load, usually on a pallet or skid. Alternatively, a variety of other equipment is available, including slipsheet clamps, carton clamps, carpet rams, pole handlers, container handlers, roll clamps and others.
  • A load back rest is fitted when the load is higher than the top of the carriage, and is a rack-like extension either bolted or welded to the carriage to prevent the load from shifting backward
  • Rider operated machines have a driver's overhead guard, which is a metal roof, supported by posts, that helps protect the operator from any falling objects.
  • The cab, which may contain a seat for the operator, along with the control pedals, steering wheel, levers, and switches and steering wheel for controlling the machine and a dashboard containing operator readouts. The cab may be open, or closed, but is bounded by the cage-like overhead guard assembly.
  • Counterbalance machines have a counterweight, which is a heavy iron mass attached to the rear of the machine, necessary to compensate for the load. In an electric forklift, the large lead-acid battery itself may serve as part of the counterweight.

Control and capability

Forklift trucks are available in many variations and load capacities. In a typical warehouse setting most forklifts used have load capacities of around one to five tons, though machines of over 50 tonnes capacity have been built and operated.

In addition to a control to raise and lower the forks (also known as blades or tines), the operator can tilt the mast to compensate for a load's tendency to angle the blades toward the ground and risk slipping off the forks. Tilt also provides a limited ability to operate on non-level ground. Some machines also allow the operator to move the tines and backrest laterally(side-shift), allowing easier placement of a load. To aid the handling of skids that may have become excessively tilted and other specialty material handling needs, some forklifts are fitted with a mechanism that allows the tines to be rotated. In addition, a few machines offer a hydraulic control to move the tines together or apart, removing the need for the operator to get out of the cab to manually adjust for a differently sized load.

Roll and Barrel Clamp attachments for handling barrels, kegs, or paper rolls also have a control to operate the Clamp pads that grab the load, such attachments also usually have a rotate function so that a vertically stored paper roll can be inserted into the horizontal intake of a printing press.

In some locations (such as carpet warehouses) a long metal pole is used instead of forks to lift large rolls. Similar devices, though much larger are used to pick up 40 tonne metal coils.

Another variation, used in some manufacturing facilities, utilizes forklift trucks with a clamp attachment that the operator can open and close around a load, instead of forks. Products such as cartons, boxes, etc., can be moved with these trucks. The product to be moved is squeezed, lifted, and carried to its destination. These are generally referred to as "clamp trucks".

Forklift safety

Standards

Forklift safety is subject to a variety of standards world wide. The most important standard is the ANSI B56 – of which stewardship has now been passed from ANSI to the Industrial Truck Standards Development Foundation after multi-year negotiations. ITSDF, a daughter body of the North American Industrial Truck Association, is a non-profit organization whose only purpose is the promulgation and modernization of the B56 standard. The B56 standard is now a free download from the ITSDF website.

General

Forklifts are rated for loads at a specified maximum weight and a specified forward center of gravity. This information is located on a nameplate provided by the manufacturer, and loads must not exceed these specifications. In many jurisdictions it is illegal to remove of tamper with the nameplate, without the permission of the forklift manufacturer.

An important aspect of forklift operation is that many have rear-wheel steering. While this increases maneuverability in tight cornering situations, it differs from a driver’s traditional experience with other wheeled vehicles as there is no caster action; indeed it is necessary to apply steering force to maintain a straight ahead course. These effects are observable when driving a car or other vehicle in reverse.

Another critical characteristic of the forklift is its instability; the forklift and load must be considered a unit, with a continually varying center of gravity with every movement of the load. A forklift must never negotiate a turn at speed with a raised load, where centrifugal and gravitational forces may combine to cause a disastrous tipover accident. The Forklift will be designed with a load limit for the forks, which is decreased with fork elevation and undercutting of the load (ie load does not butt against the fork 'L'). A loading plate for loading reference is usually located on the forklift. A forklift must not be used as a personnel elevator without the fitting of specific safety equipment, such as a 'cherry picker' or 'cage'. In the U.S., additional safety considerations are detailed in the applicable OSHA rules, and lift truck operators must be trained and certified.

Today's Market

Five companies now dominate the counterbalanced forklift market in terms of worldwide sales. They are:

  1. Toyota Industries Corporation (3.47 M€ in '03/04)
  2. Linde Group (2.94 M€ in '03)
  3. Jungheinrich (1.35 M€ in '03)
  4. NACCO Industries (1.27 M€ in '03) with Yale and Hyster Brands
  5. Mitsubishi Heavy Industries (0.95 M€ in '03/04) with Mitsubishi and Caterpillar brands

Manufacturers

Old French Manitou forklift in the harbour of Pors-Éven, France

Over 300 brands of forklift have existed. Many have disappeared through acquisitions, others have gone bankrupt, and some shut down. The Industrial Truck Association will be shortly publishing a private collection of forklift information that was gathered over the period of 30 years by the employee of a member company, which includes the names of these manufacturers, with some historical information. The database lists County of origin, known plants/sales offices, and types of machine manufactured. The terms of the donation were that the information be freely available through the ITA website.

Standards

Organizations

Safety Equipment

News and History