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Installation Jig Door Preparation Instructions

Solitaire 710, 710-II and SMART Series

5

64

” hex (Allen) key (supplied in lock spare parts box)

1

8

” hex (Allen) key (supplied in lock spare parts box)

1

2

” (13 mm) chisel

1

8

” (3 mm) drill bit

1

4

” (6.5 mm) drill bit

7

16

” (11 mm) drill bit

7

8

” (22 mm) hole saw

; 1

1

4

” (32 mm) hole saw

; 1

3

8

” (35 mm) hole saw

• Hand drill, Hammer, Rubber mallet
• Flat-head screwdriver, #2 Phillips screwdriver

• Two pliers (mechanical-core & removable-core override models only)

• Fine steel file, Rotary tools, Router, Mortising machine, Mortise faceplate 

router template, Adjustable square, Tape measure, Pencil, Tape, Safety glasses

• Cleaning supplies (such as a vacuum or drop cloth)

Checklist

1 Installing the strike

Use the paper template to mark 
the cutouts for the strike box and 
plate in the door-frame. 

For the American mortise versions, 
ensure that the bottom of the ASA
strike lip lines up with the axis of 
rotation of the lock lever handle. 
For the slim mortise versions, 
ensure that the strike centerline is 
1

3

8

” (35 mm) above the axis of 

rotation of the lock lever handle. 

Make the cutouts in the 
door-frame and install the 
strike box.

Select the appropriate strike plate 
for the

handing

of the door.

For further details, see paper
template. 

Position the strike 

plate 

in the cutout

and secure 

it using two or three screws 
(as appropriate).

2 Drilling the mortise hole

Locate and mark the centerline 
for the mortise cutout. 
See paper template.  

Note: 

For the American mortise 

versions, the centerline of the 
mortise cutout is 

11

64

” (4.5 mm) 

below the centerline of the strike. 
For the slim mortise versions, 
the centerline of the mortise 
cutout and the strike are identical.

Mark the total length of the cut 
out for the mortise case, one mark 
for the top, one for the bottom, 
both being equally spread from 
the center line, as per the 
paper template.

Cut out the mortise case hole to 
the width and depth specified 
on the paper template, using the 
mortising machine. Mark and make
the mortise front plate cut out 
as per the paper template.

3 Drilling the holes

Drill from both sides of the door. 
Do not drill from one side of the 
door through to the other. Mount 
the jig 

on

the door right side up 

(see printing on jig)

by fully 

inserting the two tabs into the 
mortise front plate cutout. 
Tighten the clamps to 

hold the 

jig firmly

on the door.

Drill the two mounting holes for 
the mortise into the edge of the 
door using a 

1

8

” (3 mm) drill bit, 

according to the depth indicated 
on the paper template.

Drill the appropriate hole cutouts 
through the door as specified on 
the paper template 

(from one 

side of the door and then 
the other).

• For Solitaire 710, the bottom 

hole for override must be pierced 
1

3

8

” (35 mm) diameter by 1

1

4

(32 mm) deep from the exterior 
side only. The interior side must  
be pierced 

7

8

” (22 mm) diameter.

• For Solitaire 710-II and SMART, 

the bottom hole for override 
must be pierced 1

3

8

” (35 mm) 

diameter from both sides, as per 
the paper template. The steel 
tube provided with the lock must
be installed  in the hole.

Loosen the jig clamps and remove 
the jig from the door.

Chisel out clearance for the anti-
friction latch in the mortise cavity 
as shown on the paper template.

Clean the holes and cavities in the 
door. If the holes are made thro-
ugh steel, brass or other metal, 
remove the burrs on the edge that 
could cut the wires and cable.

4 Installing the mortise latch 

mechanism and the lock

Install the mortise latch mechanism
and the lock as described in the 
Installation Instructions Part # 
PK2710.

Caution: 

Wear safety glasses when making holes.

Note: 

The lever handle must be located the proper distance from the floor 

as per codes for the country where the lock is being installed.

Tools required for complete lock installation

Each Jig Kit below includes:
1- Drill jig with attached trim plates
2- Two black clamps
3- Drilling Paper Template:

For Solitaire 710-II or SolitaireSMART Series 
with American Mortise (part # 138-509876)

• DT-509275 AMM, with 1

1

4

” (32 mm) mortise face plate

• DT-509274 AMM, with 1” (25.4 mm) mortise face plate

For Solitaire 710 Series with American Mortise (part # 138-508999) 

• DT-509681 ASM, with 1

1

4

” (32 mm) mortise face plate

• DT-509682 ASM, with 1” (25.4 mm) mortise face plate

For Solitaire 710-II or SolitaireSMART Series
with Slim Mortise (part # 138-509877)

• DT-509273 SMM, with 23 mm mortise face plate

For Solitaire 710 Series with Slim Mortise (part # 135-509000)

• DT-509684 ESM, with 23 mm mortise face plate

Others templates available for order:

• DT-509272 SMM, with 20 mm mortise face plate
• DT-509683 ESM, with 20 mm mortise face plate
• DT-508661, with cylindrical unit

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