Bettis Bettis ATB-Series with Spur IOM EN Manuals & Guides

Installation, Operation and Maintenance Manual

ATB Series Multi-Turn Bevel Gear Boxes

XXXXXX Rev. 1

July 2016

Installation, Operation and Maintenance Manual

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Table of Contents

Section 1: Preface

1.1 Purpose ......................................................................................................... 1

Section 2: About the ATB Series

2.1 Introduction .................................................................................................. 2

2.2 The ATB Series Operator ................................................................................ 2

Section 3: Storage and Preinstallation

3.1 Before Installation ......................................................................................... 5

Section 4: Installation

4.1 Mounting Types ............................................................................................ 6

Table of Contents

July 2016

Section 5: ATB Series Gearbox Operation

5.1 Manual Use ................................................................................................... 7

Section 6: Lubrication

6.1 Application ................................................................................................... 9

Section 7: Disassembly and Reassembly Instructions

7.1 Removal of Base Plate .................................................................................. 10

7.2 Dismantling of Pinion Assembly .................................................................. 11

7.3 Removal of Adaptor Assembly ..................................................................... 12

7.4 Removal of Bevel Gear ................................................................................. 13

7.5 Reassembly of ATB Series Gearbox ...............................................................13

Section 8: Document Revision

Appendix A: List of Figures

ITable of Contents

Section 1: Preface

July 2016

Section 1: Preface

1.1 Purpose

Bettis Actuation Technologies is an Emerson Business Unit that specializes in the
manufacture of valve actuators and manual operators. Its manual actuation product range

consists of ve series of valve operators as mentioned below:

• Quarter-turn worm gear operators for manual valve operation (ATB Series)

• Quarter-turn worm gear operators for electrical actuation of valves (EA Series)

• Quarter-turn worm gear manual overrides for pneumatic/hydraulic operation of

valves (MOR Series)

• Multi-turn bevel gear operators for manual or electrically actuated valves (ATB

Series)

• Quarter-turn worm gear operators with integral worm shaft for manual valve

operation (IS Series)

The ATB Series is a selection of full turn bevel gear operators for manual as well as

electrically operated valve systems. The ATB Series gear operator is used to operate the

valve manually with help of a hand wheel as well as actuator.

Installation, Operation and Maintenance Manual

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The ATB Series gearbox is used to operate a gate valve, globe valve, pinch valve or used in

reduction applications. The torque is transmitted through the hand wheel and bevel pinion
which in turn, drives the adaptor located in the bevel gear thereby multiplying the torque
transmitted from bevel pinion to the bevel gear, which is connected to the valve stem.

The purpose of this IOM is to help the user of this equipment on the following:

• Safety instructions

• Installation of ATB Series gearboxes

• Operation of ATB Series gearboxes

• Maintenance of ATB Series gearboxes

Safety notices in this manual highlight the precautions the user must take in order to
avoid personal injury and damage to the equipment. The user must read this manual
before attempting to install the equipment or operate or carry out maintenance of the

equipment. Failure to follow the instructions mentioned in this manual could result in
serious personal injury, equipment damage, operational difculty and voiding of the
warranty.

Bettis Actuation Technologies will not be responsible for any possible damage or physical

injury resulting from the use of their equipment other than the designed application or
the lack of care taken by the user during installation, operation or maintenance of the

equipment. Such risks lie entirely with the user.

1

Preface

Installation, Operation and Maintenance Manual

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Section 2: About the ATB Series

2.1 Introduction

The ATB Series gear operators are full turn bevel gearboxes which are used to operate gate,

globe, pinch valves or any other 90-degree operation.

The ATB Series bevel gearbox has one valve mounting face on the bottom side ribbed face
and has an adaptor to suit the valve stem directly. The gearbox can be directly mounted

onto the valve or it can be coupled with the valve with the help of a bracket .

Below are the different views of the ATB Series gearbox highlighting its different parts as
well as instructions.

2.2 The ATB Series Operator

Figure 1 ATB Series General View

Section 2: About the ATB Series

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About the ATB Series

2

Section 2: About the ATB Series

July 2016

Figure 2 ATB Series Exploded View

Installation, Operation and Maintenance Manual

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10

11

4

7

1

9

12

3

9



2

Table 1. Component List

PART NUMBER PART NAME

1 Housing
2 Base Plate
3 Bevel Gear
4 Bevel Pinion
5 Flange Cap
6 Adaptor Sleeve
7 Adaptor
8 Bearing

9 O-ring
10 Stem Protector Pie
11 Slotted Lock Nut
12 Handwheel

5

6

8

3

About the ATB Series

Installation, Operation and Maintenance Manual

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Figure 3 ATB Series Bottom View

ADAPTOR

Section 2: About the ATB Series

July 2016

PCD

BASE

PLATE

ID+KEYWAY /

THREADING

About the ATB Series

4

4

Section 3: Storage and Preinstallation

July 2016

Installation, Operation and Maintenance Manual

Section 3: Storage and Preinstallation

3.1 Before Installation

1. Firstly, check whether the ATB Series gearbox received is not in damaged condition
during transportation.

2. Also, check whether the data on the nameplate corresponds to the expected
product data.

3. If the ATB Series gearbox is to be stored indoors for a brief period (less than 12

months), it should be ensured that the gearbox is kept in a dry place, preferably on
a wooden pallet and protected from dust.

4. If the ATB Series gearbox is to be stored outdoors for a brief period (less than 12
months), it should be protected from coming in direct contact with rain with a
canvas or something similar. Also, it should be kept on a wooden pallet or a raised
platform to avoid direct contact with the ground and protected from dust.

5. If the ATB Series gearbox is to be stored for a longer period (more than 12
months), then the mating surfaces, couplings, exposed parts, etc. should be
coated with a protective oil or grease to avoid corrosion.

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Storage and Preinstallation

Installation, Operation and Maintenance Manual

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Section 4: Installation

4.1 Mounting Types

The ATB Series gearbox can be installed onto the valve in two different ways:

1. DIRECT MOUNTING -- This involves mounting the gearbox directly on the valve

stem and valve mounting ange.

2. BRACKET MOUNTING – This involves installing the bracket on the valve ange.
The ATB Series Gearbox is mounted on the bracket.

Following procedure should be followed while installation of ATB Series gearboxes onto

valve systems:

1. First, couple the valve stem with the adaptor of the gearbox either by threading or

with keyway. Ensure sufcient grease is used for lubrication between valve stem
and adaptor. Then slide down the valve stem with gear box assembly and x the

other end of the valve stem to the valve.

2. For rising spindle valves the threading of the valve stem should be such that

“clockwise rotation of hand wheel gives clockwise rotation of output to close the

valve”.

3. Check whether the mounting dimensions (stem diameter/threading and

mounting PCD) between valve and the bevel gearbox are correct and as per the

requirement.

4. The mounting ange of valve and bevel gearbox should be degreased.

5. Mount the bevel gearbox such that the spigot on mounting ange of bevel gear

box locates in the counter bore of mounting ange of valve or bracket. Never use
the hand wheel or spur gear attachment to lift the gearbox while mounting onto

the valve. Use the eye bolts instead for lifting the gear box.

6. Fasten the mounting bolts with the help of spring washers. Use 8.8 grade fasteners
or above.

7. In case of reinstallation after a long storage period, check the status of oil seals,

O-rings and also whether the gearbox body/cover are cracked or broken.

8. In case of electrically operated valves the actuator mounting ange of bevel gear
box & mounting ange of actuator should be degreased.

9. Check whether the mounting dimensions (shaft diameter and mounting PCD) of
bevel gear box and actuator are as per the requirement.

10. Mount the actuator on the actuator mounting ange of the bevel gear box and

fasten the mounting bolts with the help of spring washers. Use 8.8 grade fasteners

as above.

Section 4: Installation

July 2016

Installation

6

Section 5: ATB Series Gearbox Operation

July 2016

Installation, Operation and Maintenance Manual

Section 5: ATB Series Gearbox Operation

5.1 Manual Use

1. The bevel gearbox is to be operated with a hand wheel which is supplied along
with the gearbox or electric actuator which is supplied separately.

2. Do not manually operate the gearbox with devices other than the hand wheel.
Using cheater bars, wheel wrenches or other such devices on the gearbox hand
wheel may cause serious injury and/or damage to the gearbox or valve.

3. In standard applications, “clockwise rotation of hand wheel gives clockwise
rotation of output to close the valve”.

Figure 4 Hand Wheel Rotation

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ATB Series Gearbox Operation

Installation, Operation and Maintenance Manual

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Figure 5 Another View of the Hand Wheel Rotation

Section 5: ATB Series Gearbox Operation

July 2016

ATB Series Gearbox Operation

8

Section 6: Lubrication

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Section 6: Lubrication

6.1 Application

1. The ATB Series gearbox is grease lubricated.

2. All ATB Series gearboxes are supplied with EP-1 premium quality lithium soap

based grease (NLGI grade 1) suitable for an ambient temperature of -20° C to
+120° C (in case of specialty greases, the temperature range could be different).

3. Grease should be changed after 6 months if the gearbox is in continuous operation

whereas it should be changed after 12 months if it is operated intermittently.

4. Do not mix different greases.

Installation, Operation and Maintenance Manual

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Lubrication

Installation, Operation and Maintenance Manual

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Section 7: Disassembly and Reassembly

Section 7: Disassembly and Reassembly

Instructions

7.1 Removal of Base Plate

• Remove the base plate by loosening the cover bolts with a spanner.

• Each time the base plate is removed, the gasket sealing is lost as it is a liquid

sealant.

Reapply gasket sealant (Loctite no. 596 or equivalent).

• Take proper care not to damage the mating surface of the base plate with the

housing.

Figure 6 Base Plate Removal

July 2016

BASE

PLATE

COVER

BOLT

Disassembly and Reassembly

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Section 7: Disassembly and Reassembly

July 2016

Installation, Operation and Maintenance Manual

7.2 Dismantling of Pinion Assembly

• Remove the hand wheel and open close label and key by loosening the hand wheel

bolt with a spanner.

• Remove the Flange cap/actuator mounting ange by loosening the mounting

bolts with a spanner.

• Pull the bevel pinion out of the main housing. This will disassemble the entire

bevel pinion line assembly. Now remove all other small parts like spacers, bearings,

O-rings, circlips etc. from this assembly.

Figure 7 Removal of Pinion (Manual Operation)

FLANGE

CAP

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OPEN CLOSE LABLE

& BO LT

HANDWHEEL

Figure 8 Removal of Pinion ( Electrical Actuation)

ACTUATOR

FLANGE

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Disassembly and Reassembly

Installation, Operation and Maintenance Manual

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Section 7: Disassembly and Reassembly

7.3 Removal of Adaptor Assembly

• Remove the stem protector pipe by loosening the grub screw which is tted with

housing and stem protector pipe.

• Remove slotted lock nut with the help of spanners.

• Remove adaptor which is inserted in adaptor sleeve.

Figure 9 Removing the Adaptor

July 2016

STEM

PROTECTOR

PIPE

GRUB

SCREW

SLOTTED

LOCK NUT

Disassembly and Reassembly

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Section 7: Disassembly and Reassembly

July 2016

Installation, Operation and Maintenance Manual

7.4 Removal of Bevel Gear

• Remove the base plate (step 1).

• Remove adaptor (step 3).

• Remove bearing and adaptor sleeve.

• Remove bevel gear by lifting it from the gearbox housing.

• Replace the O-rings and lubricate the gear in the housing before reassembling the

bevel gear.

Figure 10 Removing the Bevel Gear

BEVEL

GEAR

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ADAPTER

SLEEVE

BEARING

7.5 Reassembly of ATB Series Gearbox

• In reassembly of the ATB Series gearbox, follow all above steps in reverse order.

• Be sure to lubricate all mating/rotating parts with grease.

• Ensure to provide a liquid sealant on both covers and housing.

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Disassembly and Reassembly

Installation, Operation and Maintenance Manual

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Section 8: Document Revision

Table 2. Revision Overview

ECN DATE REVISION STATU S BY * DATE

XXXXXX 7/15/2016 1 Completed Charles Rico 7/15/2016

* Signatures on le Bettis, Houston, Texas

Section 8: Document Revision

July 2016

Document Revision

14

Appendix

July 2016

Installation, Operation and Maintenance Manual

Appendix A: List of Figures

Figure 1 ATB Series General View ........................................................................................ 2

Figure 2 ATB Series Exploded View ...................................................................................... 3

Figure 3 ATB Series Bottom View ........................................................................................ 4

Figure 4 Hand Wheel Rotation ............................................................................................ 7

Figure 5 Another View of the Hand Wheel Rotation ............................................................ 8

Figure 6 Base Plate Removal .............................................................................................. 10

Figure 7 Removal of Pinion ( Manual Operation) ................................................................ 11

Figure 8 Removal of Pinion ( Electric Actuation) ................................................................ 11

Figure 9 Removing the Adaptor ........................................................................................ 12

Figure 10 Removing the Bevel Gear ..................................................................................... 13

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Appendix

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Choose the WACC or sales offi ce nearest you:

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#01-02 Singapore 629361
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No. 1 Lai Yuan Road

1616 Modderfontein Extension 5

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Tianjin 301700
P. R. China
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