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Bettis EHO (Electro-Hydraulic Operated) Spring-Return Actuator Installation and Operation Manual
Manuals & Guides
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Bettis Bettis EHO (Electro-Hydraulic Operated) Spring-Return Actuator Installation and Operation Manual Manuals & Guides

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Installation and Operation Manual
VA001-507-32 Rev. 0
May 2015
Bettis™ EHO (Electro-Hydraulic Operated) Spring-Return Actuator
VA001-507-32 Rev. 0
Table of Contents
Section 1: Introduction
1.1 Scope .......................................................................................................... 1
1.2 General Information ................................................................................... 1
1.3 Safety Information ...................................................................................... 2
1.4 Abbreviation Definitions ............................................................................. 3
Section 2: Installation
2.1 Preparation ................................................................................................. 4
2.2 Valve Preparation ........................................................................................5
2.3 Actuator Preparation .................................................................................. 5
2.4 Lifting the EHO Actuator ............................................................................. 6
2.5 Installing the EHO Actuator on the Valve ...................................................11
2.6 Setting the Stroke Limit Stops ....................................................................11
2.7 Hydraulic Fluid .......................................................................................... 12
2.8 Accumulator (Optional) ............................................................................ 12
Table of Contents
May 2015
Section 3: Electrical Connections
3.1 Remove Separate Terminal Chamber (STC) Cover ..................................... 17
3.2 Sealing Cable/Conduit Entries ................................................................... 18
3.3 Recommended Terminal Connections ...................................................... 18
3.4 Separate Terminal Chamber (STC) Connections ........................................ 19
3.5 Replace Terminal Chamber Cover ............................................................. 19
3.6 External Earth/Ground Connections .......................................................... 19
3.7 Discrete Controlled Inputs Connection ..................................................... 20
Section 4: Set-up/Start-up Procedure
4.1 Preparation ............................................................................................... 21
4.2 Initial Check of the Unit ............................................................................ 22
4.3 Initial Connections .................................................................................... 22
4.4 Hand Pump ............................................................................................... 23
4.5 Hydraulic Test ........................................................................................... 23
4.6 Check Rotation ......................................................................................... 24
4.7 Limit Switch Adjustment ........................................................................... 25
4.8 Function Test ............................................................................................ 28
4.9 Other Options ........................................................................................... 29
Section 5: Operation
5.1 Hydraulic Power System ........................................................................... 30
5.2 Fluid Reservoir .......................................................................................... 30
5.3 Main Components and Options ................................................................ 30
5.4 Functional Description .............................................................................. 32
Table of Contents
I
Table of Contents
May 2015
VA001-507-32 Rev. 0
Section 6: Pushbutton Module (PBM)
6.1 Selector Knob and Control Pushbuttons ...................................................35
Section 7: Troubleshooting
Section 8: Hazardous Area Classification and SIL Certification
Section 9: Weights and Dimensions
9.1 EHO Standard Spring-Return ..................................................................... 38
II
Table of Contents
VA001-507-32 Rev. 0
Section 1: Introduction
1.1 Scope
This manual is offered as a guide to be used along with locally approved and safe practices to install, operate, service and maintain the Bettis EHO Actuator. Carefully follow the instructions in this manual and make sure you install the actuator correctly and according to your requirements.
1.2 General Information
1.2.1 Overview
The Bettis EHO is a self-contained, quarter-turn, valve actuator that combines proven technologies from Emerson’s Actuation Technologies. The actuator has been designed for critical shutdown applications where reliability is crucial. The EHO utilizes a dependable spring-return actuator for the Fail-safe stroke combined with an integral hydraulic power pack and electronic control module.
Section 1: Introduction
May 2015
The EHO accepts a wide range of single-phase, three-phase or DC power sources, also solar panels are available for areas without electrical power. A hydraulic hand pump can be used to stroke the actuator during commissioning or in the event of an emergency power loss.
Electronic modules are contained within an explosion proof, IP68 enclosure and all electronic components are isolated from the customer connection terminals.
The EHO provides a compact design with actuator and control components that have been field proven for decades in critical service applications.
1.2.2 Product Attribute
• Easy installation – Bettis™ EHO actuator is a totally self-contained system and
designed for compactness and adaptable to new or existing valves.
• Bettis™ G-Series hydraulic double-acting or spring-return fail-safe actuator
• Shafer™ hydraulic control technology
• EIM™ electronics and communication technology
• Multiple input power options with either AC or DC
• Local lockable Remote/Local/Offline switch
• Local open/close/stop switch
• Partial stroke test
• Fast speed of operation to Fail-safe position if required
• Emergency shutdown – independent safety circuits and solenoid valve
• Dual sealed Separate Terminal Chamber, allows installation wiring to be
performed or fuses to be replaced without exposing control components to hostile environmental conditions.
Introduction
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Section 1: Introduction
May 2015
• Control enclosure is made of low-copper aluminum alloy, powder-coated, salt
resistant also rated for IP68 ingress protection.
• Hydraulic hand pump manual override
• Accumulators (optional)
• Solar power (optional)
• Operating pressures up to 3000 psi with standard components
• Easy control over actuator stroking speeds – The stroking speed is controlled
through adjustable hydraulic flow control valves. This enables field personnel to easily adjust actuator stroking speed to comply with field requirements.
1.3 Safety Information
Safety notices in this manual detail precautions the user must take to reduce the risk of personal injury and damage to the equipment. The user must read these instructions in their entirety. Failure to observe these safety notices could result in serious bodily injury, damage to the equipment, void of the warranty. Take special notice of all tags, warning labels and instructions presented on the actuator. These may provide more specific and significant information regarding the actuator than this general manual.
VA001-507-32 Rev. 0
It is the responsibility of the user to ensure proper safety practices are utilized. Always take necessary precautions and use proper protective equipment when dealing with compressed gasses, compressed hydraulic fluid, pinch points and electricity.
Safety notices are presented in this manual in three forms (Warning, Caution and Note) as follows:
WARNING
Alerts user of potential danger; failure to follow the warning notice could result in serious personal injury or death.
CAUTION
Identifies precautions the user must take to avoid personal injury or equipment damage.
NOTE:
Highlights information critical to the user’s understanding of the Bettis EHO valve actuator installation or operation.
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Introduction
VA001-507-32 Rev. 0
1.4 Abbreviation Definitions
Abbreviations used in this manual and their definitions are listed in the table below:
Table 1. Abbreviation Definitions
Abbreviation Definition
IOM Installation Operation Manual SCH Self-Contained Hydraulic ESD Emergency Shutdown FS Fail-safe SR Spring-Return DA Double-Acting MAWP Maximum Allowable Working Pressure MOP Maximum Operating Pressure STC Separate Terminal Chamber PBM Pushbutton Module LDM Local Display Module RDM Remote Display Module CBM Circuit Breaker Module PCB Printed Circuit Board LS Limit Switch PS Pressure Switch NC Normally Closed NO Normally Open CCW Counterclockwise CW Clockwise OL Overload PPE Personal Protective Equipment GA General Arrangement Drawing
Section 1: Introduction
May 2015
Introduction
3
Section 2: Installation
May 2015
Section 2: Installation
2.1 Preparation
2.1.1 Delayed Usage
If for any reason the actuator is not to be installed immediately, Bettis recommends the following procedures. Failure to comply, with recommended procedures, could lead to actuator malfunction and possibly void the warranty. For storage procedures exceeding one year, consult Bettis for further recommendations.
As shipped from the factory, the Bettis EHO actuator is an inherently weatherproof unit, providing that all compartment covers and cable entry plugs remain intact. The actuator should be immediately stored in a clean, dry warehouse, free from vibration and rapid temperature changes, until it can be installed and energized.
If the actuator must be stored outside, store it off of the ground at an elevation sufficient to prevent it from being immersed in water or buried in snow. Check for any unpainted or exposed metal surfaces and make sure they are protected with a coating of grease to prevent any corrosion. Cover the actuator to prevent damage from site debris.
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2.1.2 Tools and Materials Required
To complete these procedures, you will need the following documentation for the Bettis EHO Actuator and items indicated in the table below:
• General Arrangement Drawing
• Bill of Material
• Hydraulic System Schematic
• System Wiring Diagram
Table 2. Tools and Material Requirements
Tools and Material Requirements
Primary Power Source for the EHO (check the EHO System Electrical Diagram for requirements)
Supplemental quantity of hydraulic fluid, if needed (See 2.7, Hydraulic Fluid and EHO specification, for required fluid type)
Nitrogen Source (if an Accumulator is supplied with the EHO) Hand Tools: complete complement of open end (SAE and metric) wrenches, screw driv-
ers Philips and flat blade and a set of hex wrenches Chains and lifting straps that are inspected and certified for the weight of the EHO
Actuator (check shipping weights) Sealant for all cable and conduit entries (approvable by the National Electric Code or
your country standard and applicable local codes)
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Installation
VA001-507-32 Rev. 0
2.2 Valve Preparation
2.2.1 Remove Valve Gearing if so equipped.
2.2.2 If valve is equipped with stops, remove valve stem extension housing. Examine the valve stops to ensure no foreign material is present that would restrict normal travel of the valve. Some valves are equipped with inspection ports in the valve housing for ease in examining the stops.
2.2.3 Check alignment of stem key slot to the position of the valve. Normally with the valve in the open position, the key slot is in line with the run of the pipeline. With the valve in the closed position, the key slot should be 90° to the run of the valve.
2.2.4 The EHO Actuator may be mounted to the valve at any time regardless of whether or not the valve is under pressure.
2.3 Actuator Preparation
Section 2: Installation
May 2015
2.3.1 Once the EHO Actuator is uncrated and cleaned for installation, check to ensure there will be no interference with piping or other structure when the actuator is properly mounted to the valve.
NOTE:
At this point, check to see that when the actuator is mounted to the valve and in its final orientation, the outboard end of the power cylinder positioned below the Hydraulic Reservoir Breather. If this is not possible, contact Bettis for further instructions on piping to elevate the breather. See Vertical Mounted Actuator 2.4.4.
2.3.2 Check that all mounting materials such as fasteners, adapters, brackets etc. are on hand and ready for use.
2.3.3 Check the actuator and valve to see that they are in the same relative position, that is either open or closed. If the actuator has to be moved, use the hand pump provided. For hand pump operation, remove the plug in the reservoir and install the breather (refer to 4.4 Hand Pump Operation).
2.3.4 All spring-return EHO Actuators are supplied with a small accumulator for protection from thermal-expansion of the hydraulic fluid. This accumulator is pre charged at the factory and will not need service during installation or start­up of the actuator.
CAUTION
Installation
Be aware, while preparing to and lifting the actuator, the Thermal Compensating Accumulator contains high-pressure nitrogen. Use care not to damage the accumulator or its attachments.
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Section 2: Installation
May 2015
2.4 Lifting the EHO Actuator
NOTE:
All Bettis EHO G-Series or E-Series Considerations
When handling any EHO G-Series or E-Series actuator, be aware of tubing, accessories, hand pump, accumulators, Pushbutton module and control enclosures. Straps and chains can become entangled and cause damage to these components. Never use chains on the spring cartridge as it may warp and cause the actuator not to function correctly or may cause personal injury.
NOTE:
Do not use hydraulic tubing and electrical cable for lifting.
CAUTION
VA001-507-32 Rev. 0
Be sure to use appropriately rated crane/hoist and straps/chains to raise and lower the actuator.
2.4.1 G01X – G2 and All E-Series Actuators
2.4.1.1
Figure 1 G01 – G2 and all E-Series Actuators with Horizontal Pipeline and Vertical Stem
Horizontal Pipeline Vertical Stem
The small G-Series and all E-Series actuators mounting on a horizontal pipeline with a vertical valve stem should be supported under the “C” bracket and a two-point attachment for balance. A strap may be attached to the stabilization tab on the spring module to balance the unit while lifting. The weight of the actuator must be supported at the “C” bracket, not the stabilization tab. See Figure 1.
CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by attaching lifting equipment to the valve only.
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Installation
VA001-507-32 Rev. 0
Section 2: Installation
May 2015
2.4.1.2
Horizontal Pipeline Horizontal Stem
The small G-Series and all E-Series actuators mounting on a horizontal pipeline with a horizontal valve stem should be supported on the ends of the drive module. A strap may be attached to the stabilization tab on the spring module to balance the unit while lifting. The weight of the actuator must be supported at the drive module, not the stabilization tab. See Figure 2.
Figure 2 G01 – G3 and all E-Series Actuators with Horizontal Pipeline and Horizontal Stem
2.4.2 G3-Series Actuators
2.4.2.1
Horizontal Pipeline Vertical Stem
The G3-Series actuator mounting on a horizontal pipeline with a vertical valve stem should be supported at the ends of the drive module. A strap may be attached to the stabilization tab on the spring module to balance the unit while lifting. The weight of the actuator must be supported at the drive module, not the stabilization tab. See Figure 3.
Installation
Figure 3 G3 with a Horizontal Pipeline and Vertical Stem
CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by attaching lifting equipment to the valve only.
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Section 2: Installation
May 2015
VA001-507-32 Rev. 0
2.4.2.2
Horizontal Pipeline Vertical Stem
The G3-Series actuator mounting on a horizontal pipeline with a horizontal valve stem should be supported on the ends of the drive module. A strap may be attached to the stabilization tab on the spring module to balance the unit while lifting. The weight of the actuator must be supported at the drive module, not the stabilization tab. Be sure to use appropriately rated crane/hoist and straps/chains to raise and lower the actuator. See Figure 2 above.
2.4.3 G4 – G7 Series Actuators
2.4.3.1
Horizontal Pipeline Vertical Stem
The G4 – G7 Series actuators mounting on a horizontal pipeline with a vertical valve stem should be supported using the lift lugs attached to the drive module. A strap may be attached to the stabilization tab on spring module to balance the unit while lifting. The weight of the actuator must be supported by the lugs at drive module, not the stabilization tab. See Figure 4.
Figure 4 G4 – G7 with a Horizontal Pipeline and Vertical Stem
CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by attaching lifting equipment to the valve only.
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Installation
VA001-507-32 Rev. 0
Section 2: Installation
May 2015
2.4.3.2
Horizontal Pipeline Horizontal Stem
The G4 – G7 Series actuators mounting on a horizontal pipeline with a vertical valve stem should be supported using the lift lugs attached to the drive module. A strap may be attached to the stabilization tab on spring module to balance the unit while lifting. The weight of the actuator must be supported by the lugs at drive module, not the stabilization tab. See Figure 5.
Figure 5 G4 – G7 with a Horizontal Pipeline and Horizontal Stem
Installation
CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by attaching lifting equipment to the valve only.
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Section 2: Installation
May 2015
2.4.4 Mounting the Actuator in a Vertical Orientation on a Horizontal Stem
When mounting an Bettis EHO Actuator in a vertical orientation, the Spring Module must be positioned up. The actuator may be supported by using two straps in the configuration shown in Figure 6. A third strap or small chain may be attached to the stabilization tab on spring module to balance the unit while lifting. The weight of the actuator must be supported by the straps running over the spring module and under the drive module flange.
Figure 6 Vertical Actuator Lift
VA001-507-32 Rev. 0
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CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by attaching lifting equipment to the valve only.
NOTE:
When a vertical EHO Actuator is mounted to the valve, and in its final orientation, the spring module must be up and outboard end of the power cylinder positioned below the Hydraulic Reservoir Breather. If not possible, contact Bettis for further instructions on piping to elevate the breather.
Installation
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