AUMA SA 07.1 - 48.1 User Manual

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Electric multi-turn actuators

SA 07.1 – SA 48.1

SAR 07.1 – SAR 30.1

AUMA NORM

for flanges type FA

Operation instructions

Multi-turn actuators SA 07.1 – SA 48.1 / SAR 07.1 – SAR 30.1 AUMA NORM Operation instructions

Scope of these instructions:

These instructions are valid for multi-turn actuators of the type range SA 07.1 – SA 48.1 and SAR 07.1 – SAR 30.1 in version AUMA NORM. These operation instructions are only valid for “clockwise closing”, i.e. driven shaft turns clockwise to close the valve.

Table of contents Page

1. Safety instructions 4

1.1 Range of application 4

1.2 Commissioning (electrical connection) 4

1.3 Maintenance 4

1.4 Warnings and notes 4

2. Short description 4

3. Technical data 5

4. Transport, storage and packaging 7

4.1 Transport 7

4.2 Storage 7

4.3 Packaging 7

5. Mounting to valve/gearbox 8

6. Manual operation 10

7. Electrical connection 11

7.1 Connection with AUMA plug/socket connector 11

7.2 Motor connection for the sizes SA(R) 25.1/SAR 30.1 – SA 48.1. 12

7.3 Motor connection for special motors 12

7.4 Delay time 12

7.5 Controls made by AUMA 12

7.6 Heater 12

7.7 Motor protection 12

7.8 Remote position transmitter 12

7.9 Limit and torque switches 13

7.10 Fitting of the cover 13

8. Opening the switch compartment 14

8.1 Removing the switch compartment cover 14

8.2 Pulling off the indicator disc (option) 14

9. Setting the limit switching 15

9.1 Setting the end position CLOSED (black section) 15

9.2 Setting the end position OPEN (white section) 15

9.3 Checking the limit switches 15

10. Setting the DUO limit switching (option) 16

10.1 Setting the direction CLOSE (black section) 16

10.2 Setting the direction OPEN (white section) 16

10.3 Checking the DUO switches 16

11. Setting the torque switching 17

11.1 Setting 17

11.2 Checking the torque switches 17

12. Test run 18

12.1 Check direction of rotation 18

12.2 Check limit switching 18

13. Setting the potentiometer (option) 19

14. Setting the electronic position transmitter RWG (option) 20

14.1 Setting for 2-wire system 4 – 20 mA and 3-/4-wire system 0 – 20 mA 21

14.2 Setting the 3-/4- wire system 4 – 20 mA 22

Multi-turn actuators SA 07.1 – SA 48.1 / SAR 07.1 – SAR 30.1

Operation instructions AUMA NORM

Page

15. Setting the mechanical position indicator (option) 23

16. Closing the switch compartment 23

17. Enclosure protection IP 68 (option) 24

18. Maintenance 25

19. Lubrication 25

20. Disposal and recycling 26

21. Service 26

22. Spare parts list Multi-turn actuator SA(R) 07.1 – SA(R) 16.1 with plug/socket connector 27

23. Spare parts list Multi-turn actuator SA 25.1 – SA 48.1/SAR 25.1 – SAR 30.1 29 Index 31 Addresses of AUMA offices and representatives 32

Multi-turn actuators SA 07.1 – SA 48.1 / SAR 07.1 – SAR 30.1 AUMA NORM Operation instructions

1. Safety instructions

1.1 Range of application AUMA actuators are designed for the operation of industrial valves, e.g.

globe valves, gate valves, butterfly valves and ball valves. For other applications, please consult us. The manufacturer is not liable for any possible damage resulting from use in other than the designated applications. Such risk lies entirely with the user. Observance of these operation instructions is considered as part of the actuator’s designated use.

1.2 Commissioning (electrical connection)

1.3 Maintenance The maintenance instructions (refer to page 25) must be observed, otherwise a

1.4 Warnings and notes Non-observance of the warnings and notes may lead to serious injuries or

During electrical operation, certain parts inevitably carry lethal voltages. Work on the electrical system or equipment must only be carried out by a skilled electrician themselves or by specially instructed personnel under the control and supervision of such an electrician and in accordance with the applicable electrical engineering rules.

safe operation of the actuator is no longer guaranteed.

damage. Qualified personnel must be thoroughly familiar with all warnings and notes in these operation instructions. Correct transport, proper storage, mounting, and installation, as well as careful commissioning are essential to ensure a trouble-free and safe operation. During operation, the multi-turn actuator warms up and surface temperatures > 140 °F may occur. Check the surface temperature prior to contact in order to avoid burns. The following references draw special attention to safety-relevant procedures in these operation instructions. Each is marked by the appropriate pictograph.

This pictograph means: Note!

“Note” marks activities or procedures which have major influence on the correct operation. Non-observance of these notes may lead to consequential damage.

This pictograph means: Electrostatically endangered parts!

If this pictograph is attached to a printed circuit board, it contains parts which may be damaged or destroyed by electrostatic discharges. If the boards need to be touched during setting, measurement, or for exchange, it must be assured that immediately before a discharge through contact with an earthed metallic surface (e.g. the housing) has taken place.

This pictograph means: Warning!

“Warning” marks activities or procedures which, if not carried out correctly, can affect the safety of persons or material.

2. Short description AUMA multi-turn actuators type SA 07.1 – SA 48.1 and SAR 07.1 – SAR 30.1 have

a modular design. The limitation of travel is realized via limit switches in both end positions. Torque seating is also possible in both end positions. The type of seating is determined by the valve manufacturer.

Multi-turn actuators SA 07.1 – SA 48.1 / SAR 07.1 – SAR 30.1

Operation instructions AUMA NORM

3. Technical data

Table 1: Multi-turn actuator SA 07.1 – SA 48.1 /SAR 07.1 – SAR 30.1

Multi-turn actuators AUMA NORM require electric controls. AUMA offers the controls AUMA MATIC AM or AUMATIC AC for the sizes SA(R) 07.1 - SA(R) 16.1. These can also easily be mounted to the actuator at a later date.

Features and functions

Type of duty

Motors Standard: 3-ph AC asynchronous motor, type IM B9 according to IEC 34

Insulation class Standard: F, tropicalized

Motor protection Standard: Thermoswitches (NC)

Supply voltage Refer to motor nameplate Self-locking yes; for output speeds from 4,8 to 108 rpm and from size SA 35.1 for output speeds from 4,8 to 26 rpm Limit switching Counter gear mechanism for end positions CLOSED and OPEN

Torque switching adjustable torque switching for direction OPEN and CLOSE

Non-intrusive setting (option)

Position feedback signal, analogue (options)

Torque feedback signal, analogue (option)

Mechanical position indicator (option)

Running indication (option) Blinker transmitter Heater in switch

compartment

Motor heater (option) SA(R) 07.1 – 10.1: 12.5 W

Manual operation Manual drive for setting and emergency operation, handwheel does not rotate during electrical

Electrical connections Standard: SA(R) 07.1 – 16.1: AUMA plug/socket connector with screw type connection,

Threads for cable glands Standard: NPT-threads

Terminal plan Terminal plan according to commission number included in delivery

Standard: SA Short time duty S2 - 15 min

SAR Intermittent duty S4 - 25 %

Option: SA Short time duty S2 - 30 min

SAR Intermittent duty S4 -50 %

Intermittent duty S5 - 25 %

Options: 1-ph AC motor, type IM B14 according to IEC 34

DC shunt motor, type IM B14 according to IEC 34 DC compound motor, type IM B14 according to IEC 34 Special motors

Option: H, tropicalized

Option: PTC thermistors (according to DIN 44082)

for 1 to 500 turns per stroke (optional for 1 to 5,000 turns per stroke) Standard: Tandem switch (2 NC and 2 NO) for each end position; switches galvanically isolated Options: Single switch (1 NC and 1 NO) for each end position

Triple switch (3 NC and 3 NO) for each end position, switches galvanically isolated Intermediate position switch (DUO limit switching)

Standard: Single switch (1 NC and 1 NO) for each direction Options: Tandem switch (2 NC and 2 NO) for each direction, switches galvanically isolated

Magnetic limit and torque transmitter MWG for the sizes SA 07.1 – SA 48.1 (only possible in combination with actuator controls AUMATIC)

for 1 to 500 turns per stroke or for 10 to 5,000 turns per stroke Potentiometer or 0/4 – 20 mA

For further details see separate data sheet Only in combination with magnetic limit and torque transmitter MWG and actuator controls

AUMATIC Continuous indication, adjustable indicator disc with symbols OPEN and CLOSED

Standard: self-regulating PTC heater, 5 – 20 W, 110 – 250 V DC/AC Options: 24 – 48 V DC/AC or 380 – 400 V AC A resistance type heater (5 W, 24 V DC) is installed in the actuator in combination with the actuator

controls AUMA MATIC or AUMATIC.

SA(R) 14.1 – 16.1: 25 W SA(R) 25.1 – 30.1: 50 W SA 35.1 – 48.1: 50 W

operation. Option: Handwheel lockable

SA(R) 25.1 – 48.1: Control connections on AUMA plug/socket connector,

motor connection via terminals

Option: for special motors: Motor connection directly via terminal board at the motor

Options: Pg-threads, G-threads

1) Based on 68 °F ambient temperature and at an average load with running torque according to Technical data SA(R).

Multi-turn actuators SA 07.1 – SA 48.1 / SAR 07.1 – SAR 30.1 AUMA NORM Operation instructions

Service conditions

Output drive types A, B1, B2, B3, B4 according ISO 5210 (A, B2, B4 according to MSS SP-102)

A, B, D, E according to DIN 3210 C according to DIN 3338 Special output drives: AF, AK, AG, IB1, IB3

Enclosure protection according to EN 60 529

Corrosion protection Standard: KN Suitable for installation in industrial units,

Finish coating Standard: Two part acrylic polyurethane Color Standard: Dark grey (DB 702, similar to RAL 9007)

Ambient temperature

Vibration resistance according to IEC 60068-2-6

Lifetime

Other information

Reference documents Product description “Electric multi-turn actuators SA”

Standard: IP 67

Options: IP 68

IP 67-DS (Double Sealed) IP 68-DS (Double Sealed) (Double Sealed = additional protection of the interior of the housing against ingress of dust and dirt when removing the plug)

in water or power plants with a low pollutant concentration

Options: KS Suitable for installation in occasionally or permanently aggressive

atmosphere with a moderate pollutant concentration (e.g. in wastewater treatment plants, chemical industry)

KX Suitable for installation in extremely aggressive atmosphere with high

humidity and high pollutant concentration

KX-G Same as KX, however aluminium-free version (outer parts)

Option: Other colours are possible on request Standard: SA – 20 to + 80 °C/ – 20 to + 175 °F

SAR – 25 to + 60 °C/ – 20 to + 140 °F

Options: SA – 40 to + 60 °C/ – 40 to + 140 °F (low temperature)

– 50 to + 60 °C/ – 58 to + 140 °F (extreme low temperature) – 60 to + 60 °C/ – 75 to + 140 °F (extreme low temperature) – 0 to + 120 °C/ + 32 to + 250 °F (high temperature)

SAR – 40 to + 60 °C/ – 40 to + 140 °F (low temperature)

2 g, for 10 to 200 Hz (only for sizes SA(R) 07.1 – SA(R) 16.1 without controls) Resistant to vibrations during start-up or for failures of the plant.

However, a fatigue strength may not be derived from this. Valid for multi-turn actuators in version AUMA NORM (with AUMA plug/socket connector, without actuator controls). Not valid in combination with gearboxes

SA 07.1 – SA 10.1 20,000 operating cycles (OPEN - CLOSE - OPEN)

with 30 turns per stroke SA 14.1 – SA 16.1 15,000 operating cycles SA 25.1 – SA 30.1 10,000 operating cycles SA 35.1 – SA 48.1 5,000 operating cycles SAR 07.1 – SAR 10.1 SAR 14.1 – SAR 16.1 SAR 25.1 – SAR 30.1

5 millon starts

3.5 million starts

2.5 million starts

Dimension sheets SA(R) Electrical data sheets SA/SAR Technical data sheets SA/SAR

2) For 3-phase asynchronous motors in enclosure protection IP 68, higher corrosion protection KS or KX is strongly recommended. Additionally, for enclosure protection IP 68, we recommend to use the double sealed terminal compartment DS. For 1-phase AC motors, DC motors, or special motors, the enclosure protection according the name plate applies.

3) Versions with RWG up to max. to + 158 °F

4) The lifetime depends on the load and the number of starts. A high starting frequency will rarely improve the modulating accuracy. To reach the longest possible maintenance and fault-free operation time, the number of starts per hour chosen should be as low as permissible for the process.

Multi-turn actuators SA 07.1 – SA 48.1 / SAR 07.1 – SAR 30.1

Operation instructions AUMA NORM

4. Transport, storage and packaging

4.1 Transport

Fitting the handwheel: For transport purposes, handwheels from a diameter of 400 mm (1 inch

For transport to place of installation, use sturdy packaging.

Do not attach ropes or hooks to the handwheel for the purpose of lifting by hoist.

If multi-turn actuator is mounted on valve, attach ropes or hooks for the purpose of lifting by hoist to valve and not to multi-turn actuator.

corresponds to 25.4 mm) are supplied separately.

Engage manual operation prior to mounting the handwheel! If the manual operation is not engaged, damages can occur at the change-over mechanism.

Engage manual operation (figure A-1): Manually lift the red change-over lever while slightly turning the shaft back and forth until manual operation engages. The manual operation is correctly engaged if the change-over lever can be lifted by approx. 85°.

Manual force is sufficient for operating the change-over lever. It is not necessary to use an extension. Excessive force may damage the change-over mechanism.

Install the hand wheel over the red change-over lever on to the shaft (figure A-2).

Secure handwheel using the snapring supplied.

4.2 Storage

Figure A-1 Figure A-2

85°

Store in well-ventilated, dry room.

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

Cover to protect against dust and dirt.

Apply suitable corrosion protection agent to uncoated surfaces.

If multi-turn actuators are to be stored for a long time (more than 6 months), in addition, the following points must imperatively be observed :

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

Check for corrosion approximately every 6 months. If first signs of corrosion show, apply new corrosion protection.

After mounting, connect actuator immediately to electrical system, so that the heater prevents condensation.

4.3 Packaging Our products are protected by special packaging for the transport ex works. The

packaging consists of environmentally friendly materials which can easily be separated and recycled.

Multi-turn actuators SA 07.1 – SA 48.1 / SAR 07.1 – SAR 30.1 AUMA NORM Operation instructions

We use the following packaging materials: wood, cardboard, paper and Polyurethane foam. For the disposal of the packaging material, we recommend recycling and collection centers.

5. Mounting to valve/gearbox

Mounting is most easily done with the valve shaft/gearbox shaft pointing vertically upward. But mounting is also possible in any other position. The multi-turn actuator leaves the factory in position CLOSED (limit switch CLOSED tripped).

The output drive types B1, B2, B3 or B4 (figure A-3) are delivered with bore and keyway (usually according to ISO 5210) and are sometimes shipped with bore and keyway according to customer request.

Figure A-3

Prior to mounting the multi-turn actuator must be checked for damage. Damaged parts must be replaced by original spare parts.

After mounting, check multi-turn actuator for damage to paint finish. If damage to paint-finish has occurred after mounting, it has to be touched up to avoid corrosion.

Check if mounting flange fits the valve/gearbox.

Spigot at flanges should be loose fit!

Output drive type B1/B2

Plug sleeve (option)

Output drive type B3/B4

Bore with keyway (standard)

For output drive type A (figure B-1), the internal thread of the stem nut must match the thread of the valve stem. If not ordered explicitly with thread, the stem nut is unbored or with pilot bore when delivered. For finish machining of stem nut refer to next page.

Check whether bore and keyway match the input shaft of valve/gearbox.

Thoroughly degrease mounting faces at multi-turn actuator and valve/gearbox.

Apply a small quantity of grease to input shaft of valve/gearbox.

Place actuator on valve/gearbox and fasten. Fasten bolts (quality grade 5, refer to table 2) evenly crosswise.

Table 2: Standard dry fastening torques for bolts

UNC threads TA(ft lbs)

- 18 19

- 16 33

- 13 78

- 11 155

- 10 255

1 - 8 590

- 7 1,200

Conversion factor: 1 Nm corresponds to 1.3529 ft lbs.

Multi-turn actuators SA 07.1 – SA 48.1 / SAR 07.1 – SAR 30.1

Operation instructions AUMA NORM

Finish machining of stem nut (output drive type A):

Figure B-1

80.3

80.01/80.02

80.2

The output drive flange does not have to be removed from the actuator.

Remove spigot ring (80.2, figure B-1) from mounting flange.

Take off stem nut (80.3) together with thrust bearing (80.01) and thrust bearing races (80.02).

Remove thrust bearing and thrust bearing races from stem nut.

Drill and bore stem nut and cut thread. When fixing in the chuck, make sure stem nut runs true!

Clean the machined stem nut.

Apply Lithium soap EP multi-purpose grease to thrust bearing and races, then place them on stem nut.

Re-insert stem nut with thrust bearings into the mounting flange. Ensure that dogs are placed correctly in the slots of the hollow shaft.

Screw in spigot ring until it is firm against the shoulder.

Press Lithium soap EP multi-purpose grease on mineral oil base into the grease nipple with a grease gun (for quantities, refer to table below):

Output drive type A

Stem nut

Table 3: Grease quantities for lubricating bearings

Output drive A 07.2 A 10.2 A 14.2 A 16.2 A 25.2 A 30.2 A 35.2 A 40.2 A 48.2 Qty1)in g

1) For grease with a density ρ = 900 g/dm3; conversion factor: 1 oz corresponds to 28.35 g

Protection tube for rising valve stem

Protection tubes may be supplied loose. Seal thread with hemp, Teflon tape, or thread sealing material.

Screw protection tube (1) into thread (figure B-2) and tighten it firmly.

Push down the sealing (2) to the housing.

Check whether cap (3) is available and without damage.

Figure B-2: Protection tube for rising valve stem

1.5 g 2 g 3 g 5 g 10 g 14 g 20 g 25 g 30 g

Multi-turn actuators SA 07.1 – SA 48.1 / SAR 07.1 – SAR 30.1 AUMA NORM Operation instructions

6. Manual operation The actuator may be operated manually for purposes of setting and

commissioning, and in case of motor failure or power failure. Manual operation is engaged by an internal change-over mechanism.

Engaging manual operation:

Lift up change-over lever in the center of the handwheel to approx. 85°, while slightly turning the handwheel back and forth until manual operation engages (figure C).

Figure DFigure C

Manual force is sufficient for operating the change-over lever. It is not necessary to use an extension. Excessive force may damage the change-over mechanism.

Release change-over lever (should snap back into initial position by spring action, figure D), if necessary, push it back manually.

Operating the change-over lever while the motor is running (figure E) can lead to increased wear at the change-over mechanism.

Disengaging manual operation:

Figure E Figure F

Turn handwheel in desired direction (figure F).

Manual operation is automatically disengaged when the motor is started again. The handwheel does not rotate during motor operation.

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