AUMA SA 07.2, SAR 07.2, SA 16.2, SAR 16.2, AM 02.1 Operation Instructions Manual

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Multi-turn actuators SA 07.2 – SA 16.2 SAR 07.2 – SAR 16.2 with actuator controls AM 01.1/AM 02.1

Assembly, operation, commissioningOperation instructions

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Table of contents AM 01.1/AM 02.1

Read operation instructions first.

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Observe safety instructions.

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These operation instructions are part of the product.

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Retain operation instructions during product life.

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Pass on instructions to any subsequent user or owner of the product.

Purpose of the document:

This document contains information for installation, commissioning, operation and maintenance staff . It is intended to support device installation and commissioning.

Reference documents:

Reference documents can be downloaded from the Internet (www.auma.com) or ordered directly from AUMA (refer to <Addresses>).

Table of contents Page

51. Safety instructions.................................................................................................................

51.1. Basic information on safety

51.2. Range of application

61.3. Applications in Ex zone 22 (option)

61.4. Warnings and notes

71.5. References and symbols

82. Identification...........................................................................................................................

82.1. Name plate

112.2. Short description

123. Transpor t, storage and packaging........................................................................................

123.1. Transport

143.2. Storage

153.3. Packaging

164. Assembly................................................................................................................................

164.1. Mounting position

164.2. Handwheel fitting

164.3. Multi-turn actuator: mount to valve/gearbox

164.3.1. Output drive type A

174.3.1.1. Stem nut: finish machining

184.3.1.2. Multi-turn actuator (with output drive type A): mount to valve

194.4. Output drive types B and E

204.4.1. Multi-turn actuator with output drive types B: mount to valve/gearbox

214.5. Accessories for assembly

214.5.1. Stem protection tube for rising valve stem

224.6. Mounting positions of local controls

234.6.1. Mounting positions: modify

245. Electrical connection.............................................................................................................

245.1. Basic information

265.2. Electrical connection S/SH (AUMA plug/socket connector)

275.2.1. Terminal compartment : open

285.2.2. Cable connection

295.2.3. Terminal compartment : close

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Table of contents

305.3. Accessories for electrical connection

305.3.1. Actuator controls on wall bracket

315.3.2. Parking frame

315.3.3. DS intermediate frame for double sealing

325.3.4. External earth connection

336. Operation................................................................................................................................

336.1. Manual operation

336.1.1. Engage manual operation

336.1.2. Manual operation: disengage

346.2. Motor operation

346.2.1. Local operation

356.2.2. Actuator operation from remote

367. Indications..............................................................................................................................

367.1. Indication lights

367.2. Optional indications

367.2.1. Mechanical position indication via indicator mark

388. Signals (output signals).........................................................................................................

388.1. Status signals via output contacts (digital outputs)

388.2. Optional signals

388.2.1. Analogue signals (analogue outputs)

399. Commissioning (basic settings)...........................................................................................

399.1. Heat-up time for low temperature version

399.2. Switch compartment: open

409.3. Torque switching: set

409.4. Limit switching: set

419.4.1. End position CLOSED (black section): set

419.4.2. End position OPEN (white section): set

429.5. Intermediate positions: set

429.5.1. Running direction CLOSE (black section): set

429.5.2. Running direction OPEN (white section): set

439.6. Test run

439.6.1. Direction of rotation at mechanical position indicator: check

439.6.2. Direction of rotation at hollow shaft/stem: check

449.6.3. Limit switching: check

459.6.4. PTC tripping device (option): test

459.7. Switch compartment: close

4610. Commissioning (optional equipment settings)...................................................................

4610.1. EWG 01.1 electronic position transmitter

4710.1.1. Measuring range: set

4710.1.2. Current values : adjust

4810.1.3. LED end position signalling: switch on/off

4810.2. Potentiometer

4810.2.1. Potentiometer: set

4910.3. RWG electronic position transmitter

4910.3.1. Measuring range: set

5010.4. Mechanical position indicator: set

5111. Commissioning – controls settings.....................................................................................

5111.1. Actuator controls: open

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Table of contents AM 01.1/AM 02.1

5111.2. Type of seating: set

5211.3. Push-to-run operation or self-retaining: set

5311.4. Running indication (blinker transmitter): activate/deactivate

5311.5. Torque fault in collective fault signal: activate/deactivate

5311.6. LEDs for torque fault, phase failure, motor protection

5411.7. Positioner

5411.7.1. Input ranges (signal type) for setpoint and actual value

5511.7.2. Behaviour on loss of signal (actuator reaction)

5611.7.3. Adjustment in end positions

5811.7.4. Sensitivity setting

5911.8. EMERGENCY command (EMERGENCY - OPEN/EMERGENCY - CLOSE)

5911.9. Actuator controls: close

6112. Corrective action....................................................................................................................

6112.1. Faults during operation/commissioning

6112.2. Fuses

6112.2.1. Fuses within the actuator controls

6312.2.2. Motor protection (thermal monitoring)

6513. Servicing and maintenance...................................................................................................

6513.1. Preventive measures for servicing and safe operation

6613.2. Maintenance

6613.3. Disposal and recycling

6714. Technical data.........................................................................................................................

6714.1. Technical data Multi-turn actuators

7014.2. Technical data Actuator controls

7315. Spare parts.............................................................................................................................

7315.1. Multi-turn actuators SA(V) 07.2 – SA(V) 16.2/SAR(V) 07.2 – SAR(V) 16.2

7515.2. Actuator controls AM 01.1/AM 02.1

7716. Certificates..............................................................................................................................

7716.1. Declaration of Incorporation and EU Declaration of Conformity

78Index........................................................................................................................................

81Addresses...............................................................................................................................

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Safety instructions

1. Safety instructions

1.1. Basic information on safety Standards/directives

Safety instructions/warn-

ings

Qualification of staff

Commissioning

Operation

Our products are designed and manufactured in compliance with recognised standards and directives.This is certified in a Declaration of Incorporation and an EU Declaration of Conformity.

The end user or the contractor must ensure that all legal requirements, directives, guidelines, national regulations and recommendations with respect to assembly, electrical connection, commissioning and operation are met at the place of installation.

All personnel working with this device must be familiar with the safety and warning instructions in this manual and observe the instructions given. Safety instructions and warning signs on the device must be observed to av oid personal injury or property damage.

Assembly, electrical connection, commissioning, operation, and maintenance must be carried out by suitably qualified personnel authorised by the end user or contractor of the plant only.

Prior to working on this product, the staff must have thoroughly read and understood these instructions and, furthermore, know and observe officially recognised rules regarding occupational health and safety.

Prior to commissioning, it is important to check that all settings meet the requirements of the application. Incorrect settings might present a danger to the application, e.g. cause damage to the valve or the installation.The manufacturer will not be held liable for any consequential damage. Such risk lies entirely with the user.

Prerequisites for safe and smooth operation:

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Correct transport, proper storage, mounting and installation, as well as careful commissioning.

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Only operate the device if it is in perf ect condition while observing these instructions.

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Immediately report any faults and damage and allow for corrective measures.

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Observe recognised rules for occupational health and safety.

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Observe national regulations.

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During operation, the housing warms up and surface temperatures > 60 °C may occur.To prevent possible b urns, we recommend checking the surf ace temperature using an appropriate thermometer and wearing protective gloves, if required, prior to working on the device.

Protective measures

The end user or the contractor are responsible for implementing required protective measures on site, such as enclosures, barriers, or personal protective equipment for the staff.

Maintenance

T o ensure saf e device operation, the maintenance instructions included in this manual must be observed.

Any device modification requires prior written consent of the manufacturer.

1.2. Range of application

AUMA multi-turn actuators are designed for the operation of industrial valves, e.g. globe valves, gate valves, butterfly valves, and ball valves.

Other applications require explicit (written) confirmation by the manufacturer. The following applications are not permitted, e.g.:

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Industrial trucks according to EN ISO 3691 Lifting appliances according to EN 14502 Passenger lifts according to DIN 15306 and 15309 Service lifts according to EN 81-1/A1

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Safety instructions AM 01.1/AM 02.1

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Escalators

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Continuous duty

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Buried service

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Continuous submersion (observe enclosure protection)

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Potentially explosive areas, with the exception of zone 22

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Radiation exposed areas in nuclear power plants

No liability can be assumed for inappropriate or unintended use. Observance of these operation instructions is considered as part of the device's

designated use.

Information

These operation instructions are only valid for the "clockwise closing" standard version, i.e. driven shaft turns clockwise to close the valve.

1.3. Applications in Ex zone 22 (option)

Actuators of the indicated series basically meet the requirements for applications in dust hazardous locations of ZONE 22 in compliance with the ATEX directive 2014/34/EU.

To comply with all requirements of the ATEX directive, observe the following points:

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Actuators are marked with the explosion protection designation II3D... for use in ZONE 22.

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Maximum surface temperature of actuators

- T150 °C for ambient temperatures up to +60 °C or

- T190 °C for ambient temperatures up to +80 °C. Increased dust deposit on the equipment was not considered for the determin-

ation of the maximum surface temperature.

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The following conditions must be fulfilled to respect the maximum permissible surface temperatures at the actuator:

- Respecting types of duty and technical manufacturer data

- Correct connection of thermal motor protection (thermoswitches or PTC thermistor)

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1.4. Warnings and notes

The following warnings draw special attention to saf ety-rele v ant procedures in these operation instructions, each marked by the appropriate signal word (DANGER, WARNING, CAUTION, NOTICE).

Ambient temperature

Tripping temperature

Thermal motor protection

Maximum

surface temperature

T150 °C140 °Cup to +60 °C T190 °C155 °Cup to +80 °C

The connector may only be connected or disconnected when not live. The cable glands and cable entries used have to meet the requirements of

category II3D and must at least comply with enclosure protection IP67. The actuators must be connected by means of an external earth connection

(accessory part) to the equipotential earth bonding or integrated into an earthed piping system.

T o ensure comb ustible dust hazard protection, seal hollow shaft against ing ress of dust:

- Using threaded plug (ref. no. 511.0) and appropriate seal

- Using metallic stem protection tube, protective cap and V-seal (ref. no.

568.1, 568.2, 568.3) for rising valve stem

As a general rule, the requirements of IEC 60079 Parts 14 and 17 must be respected in dust hazardous locations. During commissioning, service, and maintenance, special care as well as qualified and trained personnel are required for safe actuator operation.

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Safety instructions

Indicates an imminently hazardous situation with a high level of risk. Failure to observe this warning could result in death or serious injury.

Indicates a potentially hazardous situation with a medium level of risk. F ailure to observe this warning could result in death or serious injury.

Indicates a potentially hazardous situation with a low level of risk. Failure to observe this warning may result in minor or moderate injury . Ma y also be used with property damage.

Potentially hazardous situation. Failure to observe this warning may result in property damage. Is not used for personal injury.

Arrangement and typographic structure of the warnings

Type of hazard and respective source!

Potential consequence(s) in case of non-observance (option)

→

Measures to avoid the danger

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Further measure(s)

Safety alert symbol warns of a potential personal injury hazard. The signal word (here: DANGER) indicates the level of hazard.

1.5. References and symbols

The following references and symbols are used in these instructions:

Information

The term Information preceding the text indicates important notes and information. Symbol for CLOSED (valve closed)

Symbol for OPEN (valve open) Important information before the next step.This symbol indicates what is required

for the next step or what has to be prepared or observed.

< > Reference to other sections

T erms in brack ets shown abov e refer to other sections of the document which provide further information on this topic.These terms are either listed in the index, a heading or in the table of contents and may easily be located.

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Identification AM 01.1/AM 02.1

2. Identification

2.1. Name plate

Figure 1: Arrangement of name plates

[1] Actuator name plate [2] Actuator controls name plate [3] Motor name plate [4] Additional plate, e.g. KKS plate (Power Plant Classification System)

Actuator name plate

Figure 2: Actuator name plate (example)

(= manufacturer logo); (= CE mark) [1] Name of manufacturer [2] Address of manufacturer [3] Type designation [4] Order number [5] Serial number [6] Speed [7] Torque range in direction CLOSE [8] Torque range in direction OPEN [9] Type of lubricant [10] Permissible ambient temperature [11] Can be assigned as an option upon customer request [12] Enclosure protection [13] Data Matrix code

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Identification

Actuator controls name plate

Figure 3: Actuator controls name plate

(= manufacturer logo) [1] Type designation [2] Order number [3] Serial number [4] Actuator terminal plan [5] Wiring diagram for controls [6] Mains voltage [7] AUMA power class switchgear [8] Permissible ambient temperature [9] Enclosure protection [10] Control [11] Data Matrix code

Motor name plate

Figure 4: Motor name plate (example)

(= manufacturer logo); (= CE mark) [1] Motor type [2] Motor article number [3] Serial number [4] Current type, mains voltage [5] Rated power [6] Rated current [7] Type of duty [8] Enclosure protection [9] Motor protection (temperature protection) [10] Insulation class [11] Speed [12] Power factor cos phi [13] Mains frequency [14] Data Matrix code

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Identification AM 01.1/AM 02.1

Descriptions referring to name plate indications

Type designation Figure 5:Type designation (example)

1. Type and size of actuator

2. Flange size

Type and size

These instructions apply to the following devices types and sizes:

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Type SA = Multi-turn actuators for open-close duty Sizes: SA 07.2, 07.6, 10.2, 14.2, 14.6, 16.2

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Type SAR = Multi-turn actuators for modulating duty Sizes: 07.2, 07.6, 10.2, 14.2, 14.6, 16.2

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Type AM = AUMA MATIC actuator controls Sizes: 01.1, 02.1

Order number

Actuator serial number

AUMA power class for

switchgear

The product can be identified using this number and the technical data as well as order-related data pertaining to the device can be requested.

Please always state this number for any product inquiries. On the Internet at http://www.auma.com > Service & Support >myAUMA, we offer

a service allowing authorised users to download order-related documents such as wiring diagrams and technical data (both in German and English), inspection certificate and the operation instructions when entering the order number.

Table 1:

Description of serial number (with example 0516MD12345)

MD123451605

Positions 1+2: Assembly in week = week 0505

Positions 3+4:Year of manufacture = 201616

Internal number for unambiguous product identificationMD12345

The switchgear used in the actuator controls (reversing contactors/thyristors) are

classified according to AUMA power classes (e.g. A1, B1, ....).The power class

defines the max. permissible rated power (of the motor) the switchgear has been designed for. The rated power (nominal power) of the actuator motor is indicated in kW on the motor name plate. For the assignment of the AUMA power classes to the nominal power of the motor types, refer to the separate electrical data sheets.

For switchgear without assignment to an y power classes, the actuator controls name plate does not indicate the power class but the max. rated power in kW.

Control

Table 2:

Control examples (indications on actuator controls name plate)

DescriptionInput signal

24 V DC

48 V DC

60 V DC

115 V AC

Control voltage 24 V DC for OPEN - CLOSE control via digital inputs (OPEN, STOP, CLOSE)

Control voltage 48 V DC OPEN - CLOSE control via digital inputs (OPEN, STOP, CLOSE)

Control voltage 60 V DC OPEN - CLOSE control via digital inputs (OPEN, STOP, CLOSE)

Control voltage 115 V A C f or OPEN - CLOSE control via digital inputs (OPEN, STOP, CLOSE)

Input current for setpoint control via analogue input0/4 – 20 mA

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Identification

Data Matrix code

2.2. Short description Multi-turn actuator

Actuator controls

Local controls

When registered as authorised user, you ma y use our A UMA Assistant App to scan the Data Matrix code and directly access the order-related product documents without having to enter order number or serial number.

Figure 6: Link to AUMA Assistant App:

For further Service & Support, software/apps/... refer to www.auma.com.

Definition in compliance with EN 15714-2/EN ISO 5210: A multi-turn actuator is an actuator which transmits torque to a valve f or at least one

full revolution. It is capable of withstanding thrust. AUMA multi-turn actuators SA 07.2 – SA 16.2/SAR 07.2 – SAR16.2 are driven by

an electric motor and are capable of withstanding thrust in combination with output drive type A. For manual operation, a handwheel is provided. Switching off in end positions may be either by limit or torque seating. Actuator controls are required to operate or process the actuator signals.

AM 01.1/AM02.1 actuator controls are used to operate AUMA actuators and are supplied ready for use.The actuator controls may be mounted directly to the actuator or separately on a wall bracket.The functions of AM 01.1/AM02.1 actuator controls include standard valve control in OPEN-CLOSE duty, position indications and different signals right through to position control (option).

Operation (via push-buttons), setting and indication can be performed directly at the actuator controls (contents of these instructions).

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Transport, storage and packaging AM 01.1/AM 02.1

3. Transport, storage and packaging

3.1. Transport

For transport to place of installation, use sturdy packaging.

Hovering load!

Risk of death or serious injury.

→

Do NOT stand below hovering load.

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Attach ropes or hooks for the purpose of lifting by hoist only to housing and NOT to handwheel.

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Actuators mounted on valves: Attach ropes or hooks for the purpose of lifting by hoist to valve and NOT to actuator.

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Actuators mounted to gearboxes: Attach ropes or hooks f or the purpose of lifting by hoist only to the gearbox using eyebolts and NOT to the actuator.

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Actuators mounted to controls: Attach ropes or hooks for the purpose of lifting by hoist only to the actuator and NOT to the controls.

→

Respect total weight of combination (actuator, actuator controls , gearbox, v alve)

→

Secure load against falling down, sliding or tilting.

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Perform lift trial at low height to eliminate any potential danger e.g. by tilting.

Figure 7: Example: Lifting the actuator

Table 3:

Weight of AM 01.1/AM 02.1 actuator controls

Table 4:

Weights for multi-turn actuators SA 07.2 – SA 16.2 / SAR 07.2 – SAR 16.2 with 3-phase AC motors

Type designation Actuator

SAR 07.2

SAR 07.6

Motor type

Weight approx. [kg]Electrical connection

Weight

approx. [kg]

7AUMA plug/socket connector with screw-type connection

19VD...SA 07.2/ 20AD... 20VD...SA 07.6/ 21AD...

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Transport, storage and packaging

Weights for multi-turn actuators SA 07.2 – SA 16.2 / SAR 07.2 – SAR 16.2 with 3-phase AC motors

Type designation

Motor type

Actuator

SAR 10.2

SAR 14.2

SAR 14.6

SAR 16.2

Refer to motor name plate1) Indicated weight includes AUMA NORM multi-turn actuator with 3-phase AC motor, electrical con-

2) nection in standard version, output drive type B1 and handwheel. For other output driv e types, heed additional weights.

Table 5:

Weights for multi-turn actuators SA 07.2 – SA 16.2 / SAR 07.2 – SAR 16.2 With 1-phase AC motors

Type designation

Motor type

Actuator

SAR 07.2

SAR 07.6

SAR 10.2

SAR 14.2

SAR 14.6

Weight

approx. [kg]

22VD...SA 10.2/ 25AD... 44VD...SA 14.2/ 48AD... 46VD...SA 14.6/ 53AD... 67VD...SA 16.2/ 83AD...

Weight

approx. [kg]

21VB...SA 07.2/ 21VE... 28AE... 21VB...SA 07.6/ 25VE... 28AE... 37AC... 28VE...48-4...SA 10.2/ 31VE...48-2... 40AC... 56-4... 43AC... 56-2... 59VE...SA 14.2/ 61VC... 63AC... 63VE...SA 14.6/ 66VC...

Refer to motor name plate1) Indicated weight includes AUMA NORM multi-turn actuator with 1-phase AC motor, electrical con-

2) nection in standard version, output drive type B1 and handwheel. For other output driv e types, heed additional weights.

Table 6:

Weights for multi-turn actuators SA 07.2 – SA 16.2 / SAR 07.2 – SAR 16.2 With DC motors

Type designation Actuator

Motor type

Weight

approx. [kg]

29FN... 63-...SA 07.2/

SAR 07.2

32FN... 71-... 30FN... 63-...SA 07.6/

SAR 07.6

44FN... 80-...

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Transport, storage and packaging AM 01.1/AM 02.1

Weights for multi-turn actuators SA 07.2 – SA 16.2 / SAR 07.2 – SAR 16.2 With DC motors

Type designation Actuator

SAR 10.2

SAR 14.2

SAR 14.6

SAR 16.2

Refer to motor name plate1) Indicated weight includes AUMA NORM multi-turn actuator with DC motor, electrical connection in

2) standard version, output drive type B1 and handwheel. For other output driv e types, heed additional weights.

Table 7:

Weights for output drive type A 07.2 – A 16.2

Motor type

[kg]Flange sizeType designation

1.1F07A 07.2

2.8F10A 10.2

6.8F14A 14.2

11.7F16A 16.2

Weight

approx. [kg]

33FN... 63-...SA 10.2/ 36FN... 71-... 56FN... 90-... 68FN... 71-... / FN... 80-...SA 14.2/

100FN... 90-...

76FN... 80-... / FN... 90-...SA 14.6/ 122FN... 112-... 123FN... 100-...SA 16.2/

3.2. Storage

Long-term storage

Table 8:

Weights for output drive type AF 07.2 – AF 16.2

[kg]Flange sizeType designation

5.2F10AF 07.2

5.2F10AF 07.6

5.5F10AF 10.2

13.7F14AF 14.2 23F16AF 16.2

Danger of corrosion due to inappropriate storage!

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Store in a well-ventilated, dry room.

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Protect against floor dampness by storage on a shelf or on a wooden pallet.

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Cover to protect against dust and dirt.

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Apply suitable corrosion protection agent to uncoated surfaces.

Damage due to excessively low storage temperatures!

→

AUMA MATIC actuator controls may NOT be stored below –40 °C

For long-term storage (more than 6 months), observe the following points:

1. Prior to storage: Protect uncoated surfaces, in particular the output drive parts and mounting surface, with long-term corrosion protection agent.

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Transport, storage and packaging

2. At an interval of approx. 6 months: Check for corrosion. If first signs of corrosion show , apply ne w corrosion protection.

3.3. Packaging

Our products are protected by special packaging for transport when leaving the factory .The packaging consists of environmentally friendly materials which can easily be separated and recycled.We use the following packaging materials: wood, cardboard, paper, and PE foil. For the disposal of the packaging material, we recommend recycling and collection centres.

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Assembly AM 01.1/AM 02.1

4. Assembly

4.1. Mounting position

The product described in this document can be operated in any mounting position. Restriction:When using oil instead of grease within the actuator gear housing, the

hollow shaft mounting position must be perpendicular, with the flange pointing downward.The type of lubricant used is indicated on the actuator name plate (short designation F...= grease; O...= oil).

4.2. Handwheel fitting

Information For transport reason, handwheels with a diameter of 400 mm and larger are supplied

separately within the scope of delivery. Figure 8: Handwheel

[1] Spacer [2] Input shaft [3] Handwheel [4] Retaining ring

1. If required, fit spacer [1] on input shaft [2].

2. Slip handwheel [3] onto input shaft.

3. Secure handwheel [3] using the retaining ring [4] supplied.

Information

The retaining ring [4] (together with these operation instructions) is stored in a weatherproof bag, which is attached to the device prior to delivery.

4.3. Multi-turn actuator: mount to valve/gearbox

Danger of corrosion due to damage to paint finish and condensation!

→

Touch up damage to paint finish after work on the device.

→

After mounting, connect the device immediately to electrical mains to ensure that heater minimises condensation.

4.3.1. Output drive type A

●

Application

Output drive for rising, non-rotating valve stem

●

Capable of withstanding thrust

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Assembly

Design

Information

Output mounting flange [1] with axial bearing stem nut [2] form one unit.Torque is transmitted to valve stem [3] via stem nut [2].

Figure 9: Design of output drive type A

[1] Output mounting flange [2] Stem nut with dog coupling [3] Valve stem

To adapt the actuators to available output drive types A with flanges F10 and F14 (year of manufacture: 2009 and earlier), an adapter is required.The adapter can be ordered from AUMA.

4.3.1.1. Stem nut: finish machining

This working step is only required if stem nut is supplied unbored or with pilot

✔

bore.

Figure 10: Output drive type A

[1] Stem nut [2] Axial needle roller bearing [2.1] Axial bearing washer [2.2] Axial needle roller and cage assembly [3] Spigot ring

1. Remove spigot ring [3] from output drive.

2. Remove stem nut [1] together with axial needle roller bearings [2].

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Assembly AM 01.1/AM 02.1

3. Remove axial bearing washers [2.1] and axial needle roller and cage assemblies [2.2] from stem nut [1].

4. Drill and bore stem nut [1] and cut thread. Information: When fixing in the chuck, make sure stem nut runs true!

5. Clean the machined stem nut [1].

6. Apply sufficient Lithium soap EP multi-purpose grease to axial needle roller and cage assemblies [2.2] and axial bearing washers [2.1], ensuring that all hollow spaces are filled with grease.

7. Place greased axial needle roller and cage assemblies [2.2] and axial bearing washers [2.1] onto stem nut [1].

8. Re-insert stem nut [1] with bearings [2] into output drive. Information:Ensure that dogs or splines are placed correctly in the keyway of

the hollow shaft.

9. Screw in spigot ring [3] until it is firm against the shoulder.

4.3.1.2. Multi-turn actuator (with output drive type A): mount to valve

Figure 11: Assembly of output drive type A

[1] Valve stem [2] Output drive type A [3] Screws to actuator [4] Valve flange [5] Screws to output drive

1. If the output drive type A is already mounted to the multi-turn actuator: Loosen screws [3] and remove output drive type A [2].

2. Check if the flange of output drive type A matches the valve flange [4].

3. Apply a small quantity of grease to the valve stem [1].

4. Place output drive type A on valve stem and turn until it is flush on the valve flange.

5. Turn output drive type A until alignment of the fixing holes.

6. Screw in fastening screws [5], however do not completely tighten.

7. Fit multi-turn actuator on the valve stem so that the stem nut dogs engage into the output drive sleeve.

The flanges are flush with each other if properly engaged.

➥

8. Adjust multi-turn actuator until alignment of the fixing holes.

9. Fasten multi-turn actuator with screws [3].

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Assembly

10. Fasten screws [3] crosswise with a torque according to table.

Table 9:

Tightening torques for screws

Tightening torque [Nm]Threads

Strength class A2-80/A4–80

10M6 24M8 48M10

82M12 200M16 392M20

11. Turn multi-turn actuator with handwheel in direction OPEN until valve flange and output drive A are firmly placed together.

12. Tighten fastening screws [5] between valve and output drive type A crosswise applying a torque according to table.

4.4. Output drive types B and E

●

Application

For rotating, non-rising valve stem

●

Not capable of withstanding thrust

Design

Connection between hollow shaft and valv e or gearbox via output drive sleeve fixed to the hollow shaft of the multi-turn actuator via retaining ring.

When exchanging the output drive slee v e , later retrofitting to a different output drive type is possible

●

Output drive types B and E: Output drive sleeve with bore according to DIN 3210

●

Output drive types B1 – B4: Output driv e slee ve with bore according to EN ISO 5210

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Assembly AM 01.1/AM 02.1

Figure 12: Output drive type B

[1] Flange multi-turn actuator (e.g. F07) [2] Hollow shaft [3] Output drive sleeve (illustration examples)

[3] B/B1/B2 and [3]* B3/B4/E, respectively with bore and keyway

[4] Gearbox/valve shaft with parallel key

Information

Spigot at valve flanges should be loose fit.

4.4.1. Multi-turn actuator with output drive types B: mount to valve/gearbox

Figure 13: Mounting output drive types B

[1] Multi-turn actuator [2] Valve/gearbox [3] Valve/gearbox shaft

1. Check if mounting flanges fit together.

2. Check if output drive of multi-turn actuator [1] matches the output drive of valve/gearbox or valve/gearbox valve shaft [2/3].

3. Apply a small quantity of grease to the valve or gearbox shaft [3].

4. Fit multi-turn actuator [1]. Information: Ensure that the spigot fits uniformly in the recess and that the

mounting faces are in complete contact.

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Assembly

5. Fasten multi-turn actuator with screws according to table. Information: We recommend applying liquid thread sealing material to the

screws to avoid contact corrosion.

6. Fasten screws crosswise to a torque according to table.

Table 10:

Tightening torques for screws

Tightening torque [Nm]Threads

Strength class A2-80/A4–80

10M6 24M8 48M10

82M12 200M16 392M20

4.5. Accessories for assembly

4.5.1. Stem protection tube for rising valve stem

Figure 14: Assembly of the stem protection tube

[1] Protective cap for stem protection tube (fitted) [1]* Option: Protective cap made of steel (screwed) [2] Stem protection tube [3] V-seal

1. Seal all threads with hemp, Teflon tape, or thread sealing material.

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Assembly AM 01.1/AM 02.1

2. Screw stem protection tube [2] into thread and tighten it firmly. Information: For stem protection tubes made of two or more segments, all

parts have to be thoroughly screwed together. Figure 15: Protection tube made of segments with threaded sleeves (>900 mm)

[2] Segment of stem protection tube [3] V-seal [4] Threaded sleeve

3. Push down the sealing ring [3] onto the housing. Information: For mounting segments, push down seals of segments down to

the sleeve (connecting piece).

4. Check whether protective cap [1] for stem protection tube is a vailable , in perfect condition and tightly placed on or screwed to the tube.

Risk of bending or oscillation of protection tubes exceeding a length of 2 m!

Risk of damage at stem and/or protection tube.

→

Secure protection tubes exceeding 2 m by an appropriate support.

4.6. Mounting positions of local controls

The mounting position of the local controls is designed according to the order. If, after mounting the actuator to the valve or the gearbo x on site , the local controls are in an unfavourable position, the mounting position can be changed at a later date. Four mounting positions shifted by respectively 90° are possible.

Figure 16: Mounting positions

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Assembly

4.6.1. Mounting positions: modify

Hazardous voltage!

Risk of electric shock.

→

Disconnect device from the mains before opening.

1. Loosen screws and remove local controls.

2. Loosen 3 screws of the board, turn board to the new position and fasten the screws.

3. Check whether O-ring is in good condition, correctly insert O-ring.

4. Turn local controls into new position and re-place.

Cable damage due to twisting or pinching!

Risk of functional failures.

→

Turn local controls by a maximum of 180°.

→

Carefully assemble local controls to avoid pinching the cables.

5. Fasten screws evenly crosswise.

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Electrical connection AM 01.1/AM 02.1

5. Electrical connection

5.1. Basic information

Danger due to incorrect electrical connection

Failure to observe this warning can result in death, serious injury , or property damage.

→

The electrical connection must be carried out exclusively by suitably qualified personnel.

→

Prior to connection, observe basic information contained in this chapter.

→

After connection but prior to applying the voltage, observe the <Commissioning> and <Test run> chapters.

Wiring diagram/terminal

plan

Permissible networks

(supply networks)

Current type, mains

voltage, mains fre-

quency

The pertaining wiring diagram/terminal plan (in German or English) is attached to the device in a weather-proof bag, together with these operation instructions. It can also be requested from AUMA (state order number, refer to name plate) or downloaded directly from the Internet (http://www.auma.com).

Actuator controls (actuators) are suitable for use in TN and TT networks with directly earthed star point for mains voltage up to maximum V AC. Use in IT networks for nominal voltages up to maximum V AC are permissible. For IT network, a suitable, approved insulation monitor measuring the pulse code is required.

Type of current, mains voltage and mains frequency must match the data on the actuator controls and motor name plates. Also refer to chapter <Identification>/<Name plate>.

Figure 17: Motor name plate (example)

[1] Type of current [2] Mains voltage [3] Mains frequency (for 3-phase and 1-phase AC motors)

External supply of the

electronics

Protection and sizing on

site

If electronics is supplied externally with 24 V DC, the power supply is smoothed via an internal 1,000 µF capacitor).When selecting the power supply, care must be taken to consider the capacitor inrush current upon powering up the unit.

For short-circuit protection and for disconnecting the actuator from the mains, fuses and disconnect switches have to be provided by the customer.

The current values for sizing the protection can be derived from the current consumption of the motor (refer to motor name plate) plus the current consumption of actuator controls.

We recommend adapting the switchgear sizing to the max. current (I

) and selecting

max

and setting the overcurrent protection device in compliance with the indications in the electrical data sheet.

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2 AM 01.1/AM 02.1 Electrical connection

Table 11:

Current consumption controls

Max. current consumptionMains voltage 575 mA100 to 120 V AC (±10 %) 275 mA208 to 240 V AC (±10 %) 160 mA380 to 500 V AC (±10 %) 500 mA24 V DC (+20 %/-15 %) and AC motor

Table 12:

Maximum permissible protection

max. protectionRated powerSwitchgear

16 A (gL/gG)up to 1.5 kWReversing contactor A1 32 A (gL/gG)up to 7.5 kWReversing contactor A2 63 A (gL/gG)up to 15 kWReversing contactor A3 16 A (g/R) I²t<1,500A²sup to 1.5 kWThyristor B1 32 A (g/R) I²t<1,500A²sup to 3 kWThyristor B2 63 A (g/R) I²t<5,000A²sup to 5.5 kWThyristor B3

(switchgear with power class)

Potential of customer

connections

Safety standards

Connecting cables

The AUMA power class (A1, B1, ...) is indicated on the actuator controls name plate1)

Consider the motor starting current (IA) (refer to electrical data sheet) when selecting the circuit breaker .We recommend tripping characteristics D or K for circuit breakers in accordance with IEC 60947-2. For controls with thyristors, we recommend safety fuses instead of circuit breakers.

We recommend refraining from using residual current devices (RCD). However, if an RCD is used within the mains, the residual current device must be of type B.

If actuator controls are mounted separately from actuator (actuator controls on wall bracket): Consider length and cross section of connecting cable when defining the protection required.

All input signals (control inputs) must be supplied with the same potential. All output signals (status signals) must be supplied with the same potential.

Safety measures and safety equipment must comply with the respectively valid national on site specifications. All externally connected devices shall comply with the relevant safety standards for the place of installation.

●

We recommend using connecting cables and connecting terminals according to rated current (IN) (refer to motor name plate or electrical data sheet).

●

For device insulation, appropriate (v oltage-proof) cables must be used. Specify cables for the highest occurring rated voltage.

●

Use connecting cable with appropriate minimum rated temperature.

●

For connecting cables exposed to UV radiation (outdoor installation), use UV resistant cables.

●

For the connection of position transmitters, screened cables must be used.

Cable installation in ac-

cordance with EMC

Signal and fieldbus cables are susceptible to interference. Motor cables are interference sources.

●

Lay cables being susceptible to interference or sources of interference at the highest possible distance from each other.

●

The interference immunity of signal and fieldbus cab les increases if the cables are laid close to the earth potential.

●

If possible, avoid laying long cables and make sure that they are installed in areas being subject to low interference.

SA 07.2 – SA 16.2 /SAR 07.2 – SAR 16.2

Electrical connection AM 01.1/AM 02.1

●

Avoid par allel paths with little cable distance of cables being either susceptible to interference or interference sources.

5.2. Electrical connection S/SH (AUMA plug/socket connector)

Figure 18: S and SH electrical connection

Short description

Technical data

Information

[1] Cover [2] Socket carrier with screw-type terminals

Plug-in electrical connection with screw-type terminals for power and control contacts. Control contacts also available as crimp-type connection as an option.

S version (standard) with three cable entries. SH version (enlarged) with additional cable entries. For cable connection, remove the AUMA plug/socket connector and the socket carrier from cover.

Table 13:

Electrical connection via AUMA plug/socket connector

Control contactsPower contacts

No. of contacts max.

Connection diameter max.

earth conductor (PE)

6 mm2 (flexible) 10 mm2 (solid)

50 pins/sockets6 (3 equipped) + protective

1 to 50U1, V1, W1, U2, V2, W2, PEDesignation 250 V750 VConnection voltage max. 16 A25 ARated current max. Screw connection, crimp-type (option)Screw connectionType of customer connection

2.5 mm (flexible or solid)

For some special motors, the connection of the power terminals (U1, V1, W1, U2, V2, W2) is not performed via the AUMA plug/socket connector but via a terminal board directly at the motor.

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