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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
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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
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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
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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
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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
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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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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
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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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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
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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
VA001-507-32 Rev. 0
Section 2: Installation
2.5 Installing the EHO Actuator on the Valve
The actuator will be bolt-mounted directly to a bracket or adaptor that will be bolted securely to the mounting flange top works of the valve.
2.5.1 Check to see that the dimensions of the bracket or adaptor are suitable for use with the valve mounting flange and stem.
2.5.2 Check valve direction of rotation and the actuator direction of rotation to see they match (for example: CW = close, CCW = open).
2.5.3 Check to see the actuator and valve are in the same relative position (see 2.3.3).
2.5.4 Check all mounting surfaces, they must be clean and free of debris to permit proper fit up.
2.5.5 Prior to mounting, grease the coupling bore and the bore of the actuator.
NOTE:
Do not apply grease to the mounting flange surfaces on the valve or the adaptor.
May 2015
2.5.6 Install the stem key and grease it (keys may be held in place with tape).
2.5.7 Install the coupling onto the stem and stem key.
2.5.8 Install the coupling key and grease it.
2.5.9 Carefully align the coupling and key to the bore and keyway in the actuator and slide the actuator onto the coupling until the adapter (bracket) bottoms out on the valve bonnet.
NOTE:
Ensure the adapter seats out on the valve bonnet, without interference, before installing fasteners.
2.5.10 Use the required fasteners to firmly attach the adapter to the valve bonnet. Tighten the fasteners to their manufacturer’s recommended maximum torque (dry or lubricated).
2.6 Setting the Stroke Limit Stops
2.6.1 The Bettis G or E-Series Actuator is provided with bi-directional travel stops allowing 80° to 100° total travel (+/- 5° adjustment at each end of the 90° stroke).
2.6.2 Actuators are shipped from the factory with the travel stops adjusted for approximately 90° rotation. Generally, it is necessary to make slight travel stop adjustments once the actuator is installed on the valve. Refer to the valve manufacturer's recommendations for specific requirements.
2.6.3 When the valve has internal stops, the actuator stops must be set so that the load is applied to them, not the valve stops.
2.6.4 If adjustment is required, use the hand pump to move the actuator off the stop at the Fail-safe Position before attempting to turn the adjusting screw (refer to
4.4, Hand Pump Operation).
Installation
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May 2015
CAUTION
Do not adjust actuator’s stop at the Fail-safe Position, with the spring force against the stop. Always use the hand pump to move the actuator off the stop before attempting to turn the adjusting screw.
2.6.5 With the Fail-safe Position stop set, use the hand pump to move the actuator to the other end of the stroke and check the stop position. If adjustment is required, slowly open Manual Bypass Valve (Lockable) (19) just enough to allow the actuator to spring-return off the stop before adjusting.
2.7 Hydraulic Fluid
Bettis Electro-Hydraulic Operated actuators are shipped with the reservoir filled to operation level. Before commissioning and periodically afterwards, check to see the fluid level is correct. The oil fill cap is provided with a dipstick marked with a green and a red mark. When the optional accumulator is drained of fluid and the actuator is at Fail­safe Position, the oil should be at the green mark. The reservoir also has a sight gauge for the purpose of seeing fluid is present. Should fluid need to be added or replaced, use only factory approved hydraulic fluid.
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This specification covers hydraulic fluids which are approved by engineering for use in Bettis Electro-Hydraulic Operated actuator in a temperature range from -40°F to 140°F (-40°C to 60°C).
2.7.1 Approved Fluids
• Standard Fluid [use with -20°F to 140°F (-29°C to 60°C) applications]
— ConocoPhillips Megaflow™ AW HVI Hydraulic Oil 22
— Shell Tellus S2 V 22
— Mobil DTE 10 Excel™ 22
• Low Temperature Fluid [use with -40°F to 140°F (-40°C to 60°C) applications]
— Mobil Univis™ HVI 13
Although other brands of fluid matching the same specifications may be used, to maintain the warranty and ensure trouble free operation, always check with the factory before substituting any other fluid.
2.8 Accumulator (Optional)
2.8.1 Introduction
The Bettis EHO Actuator may be equipped with an accumulator to enable manual operation of the actuator if there is a loss of electrical power. Accumulators always have the nitrogen pressure drained for shipping (except for Thermal Compensating Accumulator see 2.3.4).
When using this procedure, refer to the Bettis EHO Actuator General Arrangement drawing and Hydraulic Schematic for the unit being worked on. (Schematic below is for illustration only.)
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Installation
VA001-507-32 Rev. 0
WARNING
This unit contains high-pressure hydraulic fluid and nitrogen gas. Exercise caution when performing any type of maintenance. Wear proper safety attire and required personal protective equipment, including safety glasses.
2.8.2 Accumulator Pre-charge a. Locate Isolation Valve (25) (Nitrogen Blow Down and Fill) for the
b. Close the Isolation Valve (25) and remove the pipe plug from the
NOTE:
The Adaptor is tapped with a 1/4-NPTF thread.
Section 2: Installation
May 2015
Customer Nitrogen Fill Connection, called out on the General Arrangement Drawing and Hydraulic Schematic (see illustration below).
adaptor.
c. Ensure 3-way Isolation Valve (22) is turned fully counterclockwise.
d. Slowly open Isolation Valve (Accumulator drain) (24) and drain all the
fluid back to the reservoir.
e. Connect a nitrogen supply to the Customer Nitrogen Fill Connection at
Isolation Valve (25).
f. Open the Isolation Valve (25) (Nitrogen Blow Down and Fill) and
charge the Accumulator, to the pre-charge pressure as specified by the Pressure versus Temperature Graph on the General Arrangement Drawing.
NOTE:
For temperatures, which do not appear on the graph, the formula to calculate the pre-charge pressure shown on the General Arrangement Picture Assembly should be used.
NOTE:
Recheck the pre-charge pressure after a time interval sufficient to insure the nitrogen pressure is equal to the ambient temperature (a minimum of 4 hours). Adjust the pre-charge pressure as required to conform to the Pressure versus Temperature graph.
g. After the nitrogen filling is complete, close the Isolation Valve (25)
(Nitrogen Blow Down and Fill).
h. Disconnect the nitrogen supply and remove the female pipe adaptor
from Isolation Valve (25).
i. Install the straight thread plug and O-ring, shipped as an accessory, into
Isolation Valve (25).
Installation
13
Section 2: Installation
May 2015
NOTE:
The straight thread plug must be installed, after filling is complete, to prevent accidental leakage of nitrogen from Isolation Valve (25).
Figure 7 Typical EHO Optional Accumulator System
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j. Close Isolation Valve (24).
Part Number Part Name
4. Reservoir
20. Accumulator
21. Nitrogen Relief Valve
22. 3-way Isolation Valve
24. Isolation Valve (Accumulator Drain)
25. Isolation Valve (Nitrogen Blow Down and Fill)
29. Nitrogen Pressure Gauge
30. Nitrogen Gauge Isolation Valve
31. Speed Control
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Installation
VA001-507-32 Rev. 0
2.8.3 Pre-charge Verification
Check the nitrogen pre-charge in the accumulator periodically to ensure the accumula­tor is at full potential. Follow the steps below and record final readings for reference.
a. Shut off the hydraulic power supply to the accumulator.
b. Ensure 3-way Isolation Valve (22) is turned fully counterclockwise.
c. Slowly open Isolation Valve (Accumulator drain) (24) and drain all the
d. Read the pressure at the nitrogen pressure gauge and compare it to the
e. If the pre-charge is low, add nitrogen to increase the pressure to
f. Record Information below.
g. With bypass valve closed, reconnect the hydraulic power supply and
h. Check the entire nitrogen circuit for leaks using a liquid leak detector
2.8.4 Check Thermal Compensating Accumulator
The nitrogen pre-charge should be checked in the Thermal Compensating Accumulator annually. To accomplish this, use a commercially available charging kit and follow the instructions supplied with the kit.
Section 2: Installation
May 2015
fluid back to the reservoir.
Oil/Temperature Chart shown on the General Assembly Drawing for the job being checked.
the requirements listed on the GA Oil/Temperature Chart. See 2.8.2, Accumulator Pre-charge, if the pre-charge is high relieve pressure to equal the GA Oil/Temperature Chart.
bring the accumulator back up to full pressure.
such as Snoop (manufactured by Swagelok). As the unit is self-contained, only a zero leak rate is acceptable. Corrective action must be taken for any leaks found.
Installation
WARNING
This unit contains high-pressure hydraulic fluid and nitrogen gas. Exercise caution when performing any type of maintenance. Wear proper safety attire and required personal protective equipment, including safety glasses. Ensure the accumulator has been drained of all hydraulic and nitrogen pressure before attempting any repair.
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May 2015
2.8.5 Nitrogen Pre-charge Maintenance Record
Serial Number: _____________________________
Tag Number: _______________________________
Date
Initial Pre-charge
GA Chart Requirement
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Final Pre-charge
Nitrogen Leak Test
Signed
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Installation
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Section 3: Electrical Connections
Section 3: Electrical Connections
3.1 Remove Separate Terminal Chamber (STC) Cover
WARNING
Always verify electrical power is disconnected before removing the STC cover.
3.1.1 Remove cover with a strap wrench, drift, or pinch bar by rotating the
cover counterclockwise.
Figure 8 Remove STC Cover Turning Counterclockwise
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Electrical Connections
Figure 9 Lay Cover Aside
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Section 3: Electrical Connections
May 2015
3.2 Sealing Cable/Conduit Entries
Seal the cable and conduit entries in accordance with the National Electric Code or your country standard and applicable local codes. All conduit entries should be sealed against the site environment. All unused conduit entries must be sealed with threaded metal plugs.
3.3 Recommended Terminal Connections
The Bettis Electro-Hydraulic actuator terminal block connectors are wire binding screw connectors with rising captive plates. Connections can be made one of three ways:
• Strip and connect bare wire
• Strip and install wire ferrule
• Strip and install crimp-on insulated or non-insulated ring or fork-tongue connec-
tors for either M3 control signal terminal block screws or M4 power terminal screws.
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3.3.1 Loosen terminal block connectors L1, L2, L3 and GND screws with a common or
Phillips head screwdriver.
3.3.2 If bare wire is being used, strip insulation a maximum of 1/2 inch (12mm).
3.3.3 Insert wire or wire lug under terminal block connector screw clamps and
tighten.
Figure 10 Power Terminal Connection Length of Bare Wire Strip
Figure 11 Control Terminal Connection Length of Bare Wire Strip
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Electrical Connections
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Section 3: Electrical Connections
May 2015
3.4 Separate Terminal Chamber (STC) Connections
3.4.1 Connect the main power supply cables, including an Earth/Ground
(refer to the job specific Wiring Diagram).
3.4.2 Use the barrier strip clamp screws to connect the control wiring
(refer to the job specific Wiring Diagram).
3.4.3 Ensure all connections are hand tight, including any unused terminals.
NOTE:
The main power supply and ground wire connections are screw size M4. The control connection screw size is M3.
3.5 Replace Terminal Chamber Cover
3.5.1 Clean electrical enclosure threads thoroughly and lightly grease with dielectric
grease before closing.
3.5.2 Replace the cover by reversing the order of the steps to remove the cover.
3.6 External Earth/Ground Connections
External connection points are provided on the operator for attaching earth/ground in accordance with local electric codes for installation cables.
Connect the external earth/ground connection as follows.
3.6.1 Using a slotted tip screwdriver, back out the 5/16-inch set screw.
3.6.2 Connect 14 AWG or larger earth/ground wire, tighten setscrew.
Figure 12 External Earth/Ground Connection
Electrical Connections
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Section 3: Electrical Connections
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3.7 Discrete Controlled Inputs Connection
The actuator can be controlled by discrete inputs: two-wire control, three-wire control, four-wire valve control. Connect the power for these discrete inputs as detailed in Figures 13 and 14. See Section 3.3, Electrical Connections, for general electrical connection requirements.
Figure 13 Control Input Wiring – Internal Power Supply
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Figure 14 Control Input Wiring – External Power Supply 24 VDC
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Electrical Connections
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Section 4: Set-up/Start-up Procedure
Section 4: Set-up/Start-up Procedure
In addition to this set-up/start-up procedure, the following documentation will be necessary to fulfill all set-up and start-up requirements.
1. General Arrangement drawing
2. Bill of Material
3. Schematic drawing
4. Wiring Diagram drawing
When using these instructions, refer to the schematic diagram, wiring diagram, general arrangement drawings for the Bettis EHO and the certified bills of material.
Numbers in [ ] correspond to components labeled on the wiring diagram. Numbers in ( ) correspond to components labeled on the schematic diagram. Information in (( )) is descriptive.
When the Bettis EHO is delivered to the job site, it has been both pressure and function tested. The oil reservoir was filled to operation level when it shipped from factory.
May 2015
4.1 Preparation
4.1.1 Safety First
Hydraulic Pressure
WARNING
Ensure that test personnel and witnesses are properly informed of the hazards involved with high pressures and the proper safety barriers are employed.
Never check for leakage using your fingers or hands. Fluid under high pressure can inject into the skin and cause severe damage or death. Always use an implement such as a piece of paper.
Safety Equipment
WARNING
All personnel in the testing area must always wear safety glasses.
Set-up/Start-up Procedure
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Section 4: Set-up/Start-up Procedure
May 2015
4.1.2 Material and Equipment for Start-up and Set-up To complete this procedure, you will also need the following materials and equipment:
Table 3. Required Material and Equipment
Required Material and Equipment
Miscellaneous fittings, adapters and Hand Tools: complete complement of open end ((SAE and metric)) wrenches, screw drivers Philips and flat blade and a set of hex wrenches
Primary Power Source for the EHO ((check the EHO System Electrical Diagram for requirements))
Supplemental quantity of hydraulic fluid, if needed ((See 2.6, Hydraulic Fluid, and EHO specification for required fluid type))
Nitrogen Source ((if an Accumulator is supplied with the EHO))
4.2 Initial Check of the Unit
4.2.1 Check to ensure all hydraulic tube fittings are tight. Vibration during shipment
may have loosened connections.
4.2.2 Visually inspect the unit to make sure tubing, hand valves, gauges and other
equipment have not been damaged.
4.2.3 Using the Schematic drawing, verify that the Flow Control Valves (7) are fully
opened ((turn stem completely counterclockwise)).
4.2.4 Ensure Manual Bypass Valve (Lockable) (19) is closed.
4.2.5 Ensure Isolation Valve (Accumulator drain) (24) is closed ((if applicable)).
4.2.6 Ensure Isolation Valve (Nitrogen Blow Down and Fill) (25) is closed ((if
applicable)).
VA001-507-32 Rev. 0
4.3 Initial Connections
Electrical connections should have been made to the STC (Separate Terminal Chamber). If power is not connected, follow the instructions under Section 3, Electrical Connections, before continuing. If an ((optional)) Circuit Breaker Module is provided, ensure it is turned to OFF.
CAUTION
Before the actuator is stroked, check to see it has been filled with fluid to the proper level. ((See 2.7, Hydraulic Fluid.))
22
Set-up/Start-up Procedure
VA001-507-32 Rev. 0
4.4 Hand Pump
4.4.1 Check the Reservoir (4) to see the hydraulic fluid is at the proper level.
4.4.2 Close Hand Pump Isolation Valve (8).
NOTE:
Hand Pump Isolation Valve (8)
Remove the Protective Cap. Loosen the stem retaining nut by turning counterclockwise. Using a 5/32” ((4mm)) hex wrench, turn the stem counterclockwise for open or clockwise for close.
4.4.3 Use the handle supplied with the pump to raise the pump clevis. This will draw
hydraulic fluid from the reservoir (4) into the hand pump.
4.4.4 Pull the pump handle down to discharge the hydraulic fluid into the cylinder of
the Actuator (1). Repeat until you see the hand pump is working correctly.
4.4.5 Repeat operating the handle until the actuator has completed its power stroke.
4.4.6 Push Hand Pump Bypass Valve (16) located on the bottom of the hand pump
and pull the pump handle down, retracting the pump ram back into the pump body.
4.4.7 Slowly open Manual Bypass Valve (Lockable) (19) to allow the actuator to
spring-return to its Fail-safe Position.
4.4.8 After the actuator has returned to its Fail-safe Position and pressure has been
released, close Manual Bypass Valve (Lockable) (19).
4.4.9 Open the Hand Pump Isolation Valves (8) to return to automatic operation.
4.4.10 Check Reservoir (4) to see the hydraulic fluid is at the proper level.
Section 4: Set-up/Start-up Procedure
May 2015
NOTE:
Manual Bypass Valve (Lockable) (19) must be closed to enable any mode of operation. Hand Pump Isolation Valve (8) must be open for normal operation.
4.5 Hydraulic Test
The system has been hydrostatic and function tested at the factory before shipping. This test is to discover if any leaks have developed in the hydraulic fittings during ship­ment.
4.5.1 Open Hand Pump Isolation Valve (8) and ensure Manual Bypass Valve (Lockable)
(19) is closed.
4.5.2 Using the supplied handle, stroke Hand Pump (13) four or five times and stop.
Allow the unit to remain under pressure for a few minutes and check all fittings for leakage.
4.5.3 If any leakage is found, release the pressure by slowly opening Manual Bypass
Valve (Lockable) (19). Repair any leakage and repeat the pressure test from step
4.4.1.
4.5.4 Push Hand Pump Bypass Valve (16), located on the bottom of the hand pump,
and pull the pump handle, retracting the pump ram back into the pump body.
Set-up/Start-up Procedure
23
Section 4: Set-up/Start-up Procedure
May 2015
4.5.5 Open the Hand Pump Isolation valves (8). ((See NOTE: IMPORTANT above.))
4.5.6 Check Reservoir (4) to see the hydraulic fluid is at the proper level.
4.6 Check Rotation
4.6.1 Turn on the electrical supply to the unit. If an ((optional)) Circuit Breaker Module
is supplied, turn the Circuit Breaker to ON.
4.6.2 Turn the LOCAL-OFF-REMOTE selector switch to LOCAL.
NOTE:
On Spring-Return units, Fail-safe Close units OPEN with the Power Cylinder and Spring­Return CLOSE. Fail-safe Open units CLOSE with the Power Cylinder and Spring-Return OPEN.
4.6.3 Ensure Flow Control Valves (7) are adjusted fully counterclockwise for maximum
flow.
4.6.4 Open inspection port on side of unit to observe the rotation of the motor/pump
shaft.
VA001-507-32 Rev. 0
Figure 15 Inspection Port for Motor Rotation
4.6.5 While observing the inspection port, for motor rotation, push and release the
OPEN/CLOSE PUSHBUTTON to Power Stroke the actuator and immediately push the STOP Pushbutton. Motor rotation should be counterclockwise when looking at the back of the motor.
4.6.6 If needed, correct motor rotation.
NOTE:
If the EHO Actuator is supplied with optional ESD, before operating a motor-powered stroke, a customer supplied ESD signal must be present and Solenoid Valve (17) energized.
24
Set-up/Start-up Procedure
VA001-507-32 Rev. 0
4.6.7 Push and release the OPEN/CLOSE PUSHBUTTON to Power Stroke the actuator.
The Electric Motor (2) will start to run driving Hydraulic Pump (3). The Hydraulic Pump (3) draws fluid from Reservoir (4) and pushes it into the Bettis G or E-Series hydraulic cylinder (1). As the actuator strokes, the spring will compress in the Spring-Return Module.
4.6.8 At the end of the Power Stroke, push the STOP PUSHBUTTON. Slowly open
Manual Bypass Valve (Lockable) (19) and allow the actuator to Spring-Return back to the start position.
4.6.9 Shut off the electrical power going to the unit, if an (optional) Circuit Breaker
Module is supplied, turn the Circuit Breaker to OFF.
4.7 Limit Switch Adjustment
4.7.1 To complete limit switch adjustment, the actuator will need to be stroked from
a fully closed position to a fully open position etc. several times. In the following instructions, the electric motor is used to Power Stroke the actuator. If it is not safe or possible to use the electric motor at this time, use the Hand pump to Power Stroke the actuator.
4.7.2 The limit switch adjustments are found in a covered compartment in line with
the valve stem and on the opposite side of the control box. Remove the limit switch compartment cover by loosening the four corner bolts retaining it. All covers have tapped holes for jackscrews to aid in removing the cover. Use the retaining screws in these holes to lift the cover evenly at each corner. Use caution to not allow the cover to bind during removal.
Section 4: Set-up/Start-up Procedure
May 2015
Figure 16 Remove Cover for Limit Switch Chamber
WARNING
If the actuator is being installed in a hazardous area, use extreme care. This procedure requires the limit switch cover to be open while electrical power is connected to the unit. Follow these steps only when the atmosphere is free of explosive gases.
Set-up/Start-up Procedure
25
Section 4: Set-up/Start-up Procedure
May 2015
4.7.3 Fail-safe Close Limit Switch Adjustment
4.7.3.1 The Open and Close Limit Switches, shown in Figure 17, are operated by targets mounted in a plastic disk that rotates with the actuator stroke. To adjust a Target, push down on it and slide it in a clockwise or counterclockwise direction.
Figure 17 View of Limit Switch Targets
Limit Switch #1 Target
VA001-507-32 Rev. 0
26
NOTE:
The Switch Targets will be labeled to identify the switch they operate.
4.7.3.2 With the actuator in the Fail-safe Close Position, rotated fully clockwise, the Target for CLOSE LS-2 will need to be adjusted.
4.7.3.3 Reconnect electrical power to the unit.
4.7.3.4 Push down on the Target for CLOSE LS-2 and move clockwise until it is off of the switch in the clockwise direction. Both the OPEN and the CLOSE lights on the PBM ((Pushbutton Module)) should be illuminated at this point.
4.7.3.5 Now, push down and slide the Target for CLOSE LS-2 counterclockwise until the OPEN light just goes out. It is important to always adjust a Target in the opposing direction of the valve travel to get an accurate setting.
Set-up/Start-up Procedure
VA001-507-32 Rev. 0
4.7.3.6 With the LOCAL – OFF – REMOTE Switch set to LOCAL, push the OPEN
4.7.3.7 Push down and slide Target for OPEN LS-1 counterclockwise until it is
4.7.3.8 Now, push down and slide the Target for OPEN LS-1 clockwise until the
4.7.3.9 Push the CLOSE PUSHBUTTON and allow the actuator to rotate
4.7.4 Fail-safe Open Limit Switch Adjustment
4.7.4.1 With the actuator in the Fail-safe Open Position, rotated fully
4.7.4.2 Reconnect electrical power to the unit.
4.7.4.3 Push down on the Target for OPEN LS-1 and move counterclockwise
4.7.4.4 Now, push down and slide the Target for OPEN LS-1 clockwise until the
4.7.4.5 With the LOCAL – OFF – REMOTE Switch set to LOCAL, push the CLOSE
4.7.4.6 Push down and slide Target for CLOSE LS-2 counterclockwise until it is
4.7.4.7 Now, push down and slide the Target for CLOSE LS-1 clockwise until the
4.7.4.8 Push the OPEN PUSHBUTTON and allow the actuator to rotate
4.7.5 Four Limit Switch Models
Section 4: Set-up/Start-up Procedure
May 2015
PUSHBUTTON and allow the Actuator to travel to the Open position, rotated fully counterclockwise.
off the switch in the counterclockwise direction.
CLOSE light just goes out.
clockwise to the fully closed position and check to see CLOSE LS-2 is operated; the OPEN light should go out. Cycle the actuator open and closed a few times checking the setting of CLOSE LS-1 and OPEN LS-2.
counterclockwise, the Target for OPEN LS-1 will need to be adjusted.
until it is off of the switch in the counterclockwise direction. Both the OPEN and the CLOSE lights on the PBM (Pushbutton Module) should be illuminated at this point.
CLOSE light just goes out. It is important to always adjust a Target in the opposing direction of the valve travel to get an accurate setting.
PUSHBUTTON and allow the Actuator to travel to the Close position, rotated fully clockwise.
off the switch in the clockwise direction.
OPEN light just goes out.
counterclockwise to the fully open position and check to see OPEN LS-2 is operated; the CLOSE light should go out. Cycle the actuator open and closed a few times, checking the setting of CLOSE LS-1 and OPEN LS-2.
Set-up/Start-up Procedure
4.7.5.1 If your unit utilizes four switches LS-3 OPEN and LS-4 CLOSE, adjust in the same manner except you will need to use a continuity tester on the terminal strip to detect switch operation. LS-3 is connected to terminals A31, A32 and A33. LS-4 is connected to A35, A36 and A37. Look at these switches on the wiring diagram for exact configuration.
27
Section 4: Set-up/Start-up Procedure
May 2015
4.8 Function Test
NOTE:
If the EHO Actuator is supplied with optional ESD before operating a motor powered stroke, a customer supplied ESD signal must be present and Solenoid Valve (17) energized.
4.8.1 Ensure the Hand Pump Isolation Valve (8) is open and check to see Manual Bypass Valve (Lockable) (19) is closed.
4.8.2 Push and release the OPEN/CLOSE PUSHBUTTON to Power Stroke the actuator. The Electric Motor (2) will start to run driving Hydraulic Pump (3). The Hydraulic Pump (3) draws fluid from Reservoir (4) and pushes it into the Bettis G or E-Series hydraulic cylinder (1). As the actuator strokes, the spring will compress in the Spring-Return Module.
4.8.3 At the end of the Power Stroke, pressure will increase filling the ((optional)) Accumulator. Pressure will increase, with or without the ((optional)) Accumulator, till it reaches the setting on Pressure Switch (23); Pressure Switch (23) will operate and stop the motor.
4.8.4 Push and release the OPEN/CLOSE PUSHBUTTON. 2-way N.C. Solenoid Valve energizes, venting the fluid in the Power Cylinder to the Reservoir. At the Fail­safe Position, the OPEN/Close limit switch will operate de-energizing Solenoid (6).
4.8.5 Spring-Return Module will stroke the actuator to the Fail-safe Position.
4.8.6 Check all hydraulic lines and fittings for leakage, repair as needed.
4.8.7 Press and release the OPEN/CLOSE PUSHBUTTON to Power Stroke the actuator. The Motor (2) will start and pump fluid into Bettis G or E-Series hydraulic cylinder to stroke the actuator. The actuator travels to the fully Power Stroked position and the pressure switch or limit switch operates stopping the motor.
4.8.8 Push and release the opposing OPEN/CLOSE PUSHBUTTON to Spring-Return the actuator to the Fail-safe Position.
4.8.9 Cycle the actuator open and closed a few times to ensure operation.
4.8.10 With the actuator at Fail-safe Position, press and release the OPEN/CLOSE PUSHBUTTON to Power Stroke the actuator. The Motor (2) will start to pump fluid into Bettis G or E-Series hydraulic cylinder to stroke the actuator.
4.8.11 While the motor is running, push the STOP PUSHBUTTON. The motor and actuator will stop.
4.8.12 Press and release the OPEN/CLOSE PUSHBUTTON to fully Power Stroke the actuator.
4.8.13 Return the actuator to its original position.
4.8.14 Turn the LOCAL-OFF-REMOTE Selector Switch to REMOTE.
4.8.15 Press the CLOSE PUSHBUTTON and then press the OPEN PUSHBUTTON. The Actuator must remain at rest.
4.8.16 Turn the LOCAL-REMOTE Selector Switch to LOCAL. Try the CLOSE PUSHBUTTON and OPEN PUSHBUTTON to ensure control returned to the LOCAL Control Mode.
VA001-507-32 Rev. 0
28
Set-up/Start-up Procedure
VA001-507-32 Rev. 0
4.9 Other Options
Other options such as Partial Stroke Test may have been supplied with this order. Refer to supplemental start-up procedures supplied with these options for start-up and test.
The functional test of the Electro-Hydraulic Actuator is now complete. The Bettis EHO Actuator is now operational and ready for service.
Section 4: Set-up/Start-up Procedure
May 2015
Set-up/Start-up Procedure
29
Section 5: Operation
May 2015
Section 5: Operation
After initial start-up and commissioning procedures have been accomplished, the Bettis EHO Actuator provides a simple self-contained means of operation for a quarter-turn valve. In case of a power failure, the actuator can be operated by the use of the supplied hand pump.
5.1 Hydraulic Power System
The Hydraulic System, powered by an electric motor, contains manifold based valves and controls with minimal piping. The system will drive the actuator to the OPEN/CLOSE position as selected by operation personnel.
5.2 Fluid Reservoir
VA001-507-32 Rev. 0
The Bettis Self-contained, Electro-Hydraulic Actuator includes a fluid reservoir sized to contain the hydraulic fluid required to operate the actuator cylinder and controls. The standard unit has a sight gage to ensure presence of fluid and a dipstick measure attached to the fill/breather cap to more accurately gauge the quantity of fluid contained.
5.3 Main Components and Options
NOTE:
Item numbers correspond to the Hydraulic Schematic Drawing.
— (1) Bettis G or E-Series hydraulic spring-return actuator
— (2) Electric motor
— (3) Hydraulic pump
— (4) Fluid Reservoir
— (5) Open Item
— (6) 2-way Normally Close Solenoid Valve: Energized by the controller
when an operator pushes the local CLOSE button or when receiving a remote discrete CLOSE signal.
— (7) Flow control valves: There are two flow control valves. One is used
to adjust the speed of normal closing stroke, when solenoid valve (6) is energized. The other is used to adjust the stroke speed of ESD shutdown when solenoid (17) de-energizes due to loss of electrical power.
— (8) Hand pump isolation valve: The hand pump isolation valve is used
to isolate the solenoid valves when using hand pump to OPEN/CLOSE the actuator.
30
Operation
VA001-507-32 Rev. 0
— (9) Check valve
— (10) Relief valve: A pressure relief valve is provided to protect the
— (11) Hydraulic Pressure gauge: A pressure gauge to indicate the
— (12) Pressure Transmitter: Provides an analog signal for customer
— (13) Hand pump: The hydraulic hand pump is used to open the actuator
— (17) ESD 2-way N.O. solenoid valve: The ESD solenoid valve is constantly
— (19) Manual bypass valve (lockable): A bypass valve that provides a
— (20) Hydraulic accumulator (optional): An accumulator will provide
— (21) Nitrogen relief valve (optional): A relief valve to protect the
— (22) 3-way isolation valve (optional)
— (23) Pressure switch: Used for a positive end-of-stroke signal during the
— (24) Isolation valve (Accumulator drain): An isolation valve that can be
— (25) Isolation valve (Nitrogen blow down and fill)
— (28) 2-way N.C. solenoid valve for accumulator: Can be used to power
— (29) Nitrogen Pressure Gauge: A pressure gauge to indicate the
— (31) Accumulator Speed Control: Use to control the actuator speed
Section 5: Operation
May 2015
actuator and control system from over-pressurization caused by the pump or thermal expansion of the hydraulic fluid.
hydraulic system pressure.
remote readout.
during power loss.
energized closed during the normal operation. Upon loss of electric power to solenoid (17), the valve will de-energize allowing the actuator to Spring-Return to Fail-safe Position.
means to manually stoke the actuator to its Fail-safe Position.
hydraulic power to operate the actuator manually in case of power loss.
accumulator and system from over pressurization due to thermal expansion.
power stroke.
used to drain off the hydraulic fluid under pressure in the accumulator.
stroke the actuator with a remote customer signal.
nitrogen system pressure.
while power stroking utilizing Solenoid (28).
Operation
31
Section 5: Operation
May 2015
5.4 Functional Description
The following is a functional description of the Bettis Electro-Hydraulic Actuator and a brief explanation of the main components. Throughout this explanation, numbers which appear in [ ] correspond to components labeled on the wiring diagram. Numbers in ( ) correspond to components labeled on the schematic diagram. Information in (( )) is descriptive.
NOTE:
Refer to the Hydraulic Schematic specified for the actuator being worked on to determine what options were supplied.
5.4.1 Power Stroke ((OPEN/CLOSE))
During a normal power cycle, the motor (2) drives the hydraulic pump (3). Hydraulic fluid from the pump is forced into the Actuator’s (1) Hydraulic Power Cylinder and moves the actuator to the OPEN/CLOSE position which compresses the spring in the Spring-Return Module.
VA001-507-32 Rev. 0
5.4.2 Spring-Return Stroke
In an on/off application, the normally close solenoid valve (6) is energized open by the controller. The hydraulic fluid flows back to reservoir (4) from actuator cylinder forced by the spring in the Spring-Return Module. The spring forces the actuator to the Fail-safe Position.
5.4.3 ESD Operation ((Optional))
In an ESD application, the ESD 2-way normally open solenoid valve (17) is constantly held energized, as long as a customer supplied electrical ESD signal is present. In case of electrical ESD signal loss, ESD Solenoid Valve (17) will de-energize. Hydraulic fluid will flow from the actuator’s hydraulic cylinder, forced by the Spring-Return Module, through speed control (7), through normally open ESD 2-way valve (17) and return to the reservoir (4).
5.4.4 Electric Fail-safe ((Optional))
The EHO Control can be configured to stroke the actuator to Fail-safe Position upon loss of electrical power.
5.4.5 Accumulator Opening Manual Override ((Optional))
1. Close isolation valve (8) to isolate the Solenoid Valves if Valve (17) is in Failed open mode.
2. Turn the handle of isolation valve (22) 180° to the right, the Accumulator will power stroke the actuator to OPEN/CLOSE position.
3. Close isolation valve (22) by turning 180° to the left. The actuator Spring-Return moves to full OPEN/CLOSE position. Open isolation valve (8).
32
Operation
VA001-507-32 Rev. 0
5.4.6 Manual Hand Pump Power Stroke
1. Close hand pump isolation valve (8).
2. Stroke hand pump (13) until the OPEN/CLOSE stroke is complete.
3. Open isolation valve (8) when the Hand Pumping is complete.
NOTE:
If equipped with ESD, Do Not open Isolation Valve (8) before the customer supplied ESD Signal is present.
4. To stroke the actuator to the Fail-safe Position, if required, slowly open Manual Bypass Valve (Lockable) (19).
NOTE:
Manual Bypass Valve (Lockable) (19) must be closed to enable any mode of operation. Hand Pump Isolation Valve (8) must be open for normal operation.
Section 5: Operation
May 2015
Operation
33
Section 6: Pushbutton Module (PBM)
May 2015
Section 6: Pushbutton Module (PBM)
The Pushbutton Module consists of the following as shown in Figure 18:
• Two Pilot Lights: OPEN and CLOSE
• Three Pushbuttons: OPEN, CLOSE AND STOP
• Local – OFF – Remote Selector Knob
Figure 18 Pushbutton Module (PBM)
VA001-507-32 Rev. 0
34
The Pushbutton Module is the interface used to setup and operate the actuator and display valve position.
To use the Local Control and Selector Knob, refer to the following tables.
Pushbutton Module (PBM)
VA001-507-32 Rev. 0
Section 6: Pushbutton Module (PBM)
6.1 Selector Knob and Control Pushbuttons
The selector knob provides the choice of Local/Off/Remote operation.
The control pushbuttons perform normal Open/Stop/Close function in the local control mode.
Table 4. Selector Knob
Selector Knob Rotate Local Control Mode Function
OFF (Stop) Return position Stop movement: Prevents motor operation
REMOTE (Auto) Clockwise
LOCAL (Hand) Counterclockwise
Table 5. Pushbuttons
Remote control: Allows control from remote location
Local operation: Allows control from the local control knob
May 2015
Pushbutton Local Control Mode Function
STOP Stop movement: Prevents motor operation CLOSE Actuator moves to close position OPEN Actuator moves to open position
Table 6. Pilot Lights
Pilot Lights Valve Position
Valve Closed Valve Mid-Stroke Valve Open CLOSE Illuminated Illuminated Off OPEN Off Illuminated Illuminated
Pushbutton Module (PBM)
35
Section 7: Troubleshooting
May 2015
Section 7: Troubleshooting
WARNING
To prevent personal injury, the actuator must be in spring-return, Fail-safe Position and all hydraulic pressure drained, including an optional accumulator, before opening any tube lines or attempting replacement operations below.
Of all the system components, the actuator itself is least likely to malfunction and require the most time and effort to service.
Table 7. Troubleshooting
Symptoms Possible Reason
1. Ensure voltage is adequate to the unit.
EHO does not turn on.
EHO is on, but motor does not run.
EHO motor runs, but fails to develop sufficient pressure to open the valve.
EHO will not return to the Fail-safe Position.
2. Check to see that the electrical power is connected to the correct terminals.
3. Branch circuit fuse blown out.
1. Ensure the Local/Off/Auto switch is in the proper posi­tion.
2. Ensure the field power wiring is an adequate size.
3. Power supply is insufficient.
4. Check to see if thermal overload is tripped.
1. Low fluid level in reservoir.
2. Wrong motor shaft rotation.
3. Manual bypass valve (19) is open.
4. Hand pump isolation valve (8) is closed (if optional accumulator is provided).
5. ESD solenoid is not energized because signal power is insufficient.
6. The Relief valve is cracking open. Check to ensure setting set to factory setting.
1. Ensure the Local/Off/Auto switch is in the proper posi­tion when initiating the open/close command.
2. Hand pump isolation valve (8) is closed; preventing ability to stroke to the Fail-safe Position.
VA001-507-32 Rev. 0
36
Should any issue be experienced besides the symptoms noted above, please consult fac­tory.
Important check points for automatic operation of the EHO:
1. Ensure oil level is at the proper level.
2. Ensure bypass valve (19) is closed.
3. Ensure hand pump isolation valve (8) is open.
4. Check to see that the ESD (optional) signal power is on.
Troubleshooting
VA001-507-32 Rev. 0
Section 8: Hazardous Area Classification and SIL Certification
May 2015
Section 8: Hazardous Area Classification and
SIL Certification
— CSA, Canadian Standard Association Certification Class I, Division I,
Groups, C and D Group B configuration upon request
— FM, Factory Mutual Certification Class I, II, and III, Groups C, D, E, F, G,
Division I, T4 Group B configuration upon request
— ATEX Directive EExd IIB T4
— RoHS Directive
This product is only intended for use in large-scale fixed installation excluded from the scope of Directive 2011/65/EU on the restriction of the use of certain hazardous substances in electrical and electronic equipment (RoHS 2).
— IECEx Certificate of Conformity Ex d IIB T4
— SIL II Certification
Hazardous Area Classification and SIL Certification
37
C
D
E
F
G
H
1
2
3
7
8
4
5
6
10
9
12
11
A
B
CYLINDER CL
CYLINDER CL
E
VALVE CL
SPRING MODULE
POWER MODULE
PRESSURE GAUGE
INCH MM IN CH MM INCH MM I NCH MM INCH MM Lbs KG G01002.0-SR2- CW 54.0 1371.6 22.6 574.0 28.1 713.7 72.7 1846.6 2.4 61.0 669 303 G01002.0-SR4- CW 54.0 1371.6 22.6 574.0 28.1 713.7 72.7 1846.6 2.4 61.0 655 297
G2002.2-SR2- CW 57. 8 1468.1 22.6 574.0 28. 7 729.0 76.9 1953.3 2.9 73.7 774 351 G2002.2-SR4- CW 57. 8 1468.1 22.6 574.0 28. 7 729.0 76.9 1953.3 2.9 73.7 759 344 G3002.5-SR4- CW 65. 5 1663.7 22.6 574.0 32. 1 815.3 80.1 2034.5 3.5 88.9 916 415 G3003.0-SR2- CW 65. 5 1663.7 22.6 574.0 32. 1 815.3 80.1 2034.5 3.5 88.9 945 429 G4003.0-SR4- CW 76. 2 1935.5 27.7 703.6 31. 7 805.2 85.9 2181.9 4.3 109. 2 1229 557 G4003.5-SR2- CW 76. 2 1935.5 27.7 703.6 31. 7 805.2 85.9 2181.9 4.3 109. 2 1313 596 G5004.5-SR4- CW 89. 0 2260.6 31.1 789.9 35. 9 911.9 93.9 2385.1 5.5 139. 7 1970 894 G5005.0-SR2- CW 89. 0 2260.6 31.1 789.9 35. 9 911.9 93.9 2385.1 5.5 139. 7 2099 952 G7005.0-SR3- CW 105.6 2682.2 35.7 906.8 42.4 1077. 0 103.0 2616. 2 6.8 172.7 3238 1469 G7005.0-SR4- CW 105.6 2682.2 35.7 906.8 42.4 1077. 0 103.0 2616. 2 6.8 172.7 3325 1508 G7006.0-SR4- CW 105.6 2682.2 35.7 906.8 42.4 1077. 0 103.0 2616. 2 6.8 172.7 3312 1502 G8007.0-SR2- CW 139.7 3548.4 36.9 937.3 43.1 1094. 7 131.0 3327. 4 8.0 203.2 5447 2471 G8007.0-SR3- CW 139.7 3548.4 36.9 937.3 43.1 1094. 7 131.0 3327. 4 8.0 203.2 5427 2462
G10009.0-SR4- CW 168. 6 4282.4 39.4 1000.8 45.3 1150.6 148.0 3759. 2 10.5 2 66.7 7497
3401
OUTLINE DIMENSION AND DETAILS
Actuator
A B C DE
Approximate
Weight
C
D
E
F
G
H
1
2
3
3401
Approximate
Weight
F
G
H
1
2
3
7
8
4
5
6
10
9
11
INCH MM IN CH MM INCH MM I NCH MM INCH MM Lbs KG G01002.0-SR2- CW 54.0 1371.6 22.6 574.0 28.1 713.7 72.7 1846.6 2.4 61.0 669 303 G01002.0-SR4- CW 54.0 1371.6 22.6 574.0 28.1 713.7 72.7 1846.6 2.4 61.0 655 297
G2002.2-SR2- CW 57. 8 1468.1 22.6 574.0 28. 7 729.0 76.9 1953.3 2.9 73.7 774 351 G2002.2-SR4- CW 57. 8 1468.1 22.6 574.0 28. 7 729.0 76.9 1953.3 2.9 73.7 759 344 G3002.5-SR4- CW 65. 5 1663.7 22.6 574.0 32. 1 815.3 80.1 2034.5 3.5 88.9 916 415 G3003.0-SR2- CW 65. 5 1663.7 22.6 574.0 32. 1 815.3 80.1 2034.5 3.5 88.9 945 429 G4003.0-SR4- CW 76. 2 1935.5 27.7 703.6 31. 7 805.2 85.9 2181.9 4.3 109. 2 1229 557 G4003.5-SR2- CW 76. 2 1935.5 27.7 703.6 31. 7 805.2 85.9 2181.9 4.3 109. 2 1313 596 G5004.5-SR4- CW 89. 0 2260.6 31.1 789.9 35. 9 911.9 93.9 2385.1 5.5 139. 7 1970 894 G5005.0-SR2- CW 89. 0 2260.6 31.1 789.9 35. 9 911.9 93.9 2385.1 5.5 139. 7 2099 952 G7005.0-SR3- CW 105.6 2682.2 35.7 906.8 42.4 1077. 0 103.0 2616. 2 6.8 172.7 3238 1469 G7005.0-SR4- CW 105.6 2682.2 35.7 906.8 42.4 1077. 0 103.0 2616. 2 6.8 172.7 3325 1508 G7006.0-SR4- CW 105.6 2682.2 35.7 906.8 42.4 1077. 0 103.0 2616. 2 6.8 172.7 3312 1502 G8007.0-SR2- CW 139.7 3548.4 36.9 937.3 43.1 1094. 7 131.0 3327. 4 8.0 203.2 5447 2471 G8007.0-SR3- CW 139.7 3548.4 36.9 937.3 43.1 1094. 7 131.0 3327. 4 8.0 203.2 5427 2462
G10009.0-SR4- CW 168. 6 4282.4 39.4 1000.8 45.3 1150.6 148.0 3759. 2 10.5 2 66.7 7497
3401
OUTLINE DIMENSION AND DETAILS
Actuator
A B C DE
Approximate
Weight
C
D
E
F
G
H
1
2
3
4
5
6
INCH MM IN CH MM INCH MM I NCH MM INCH MM Lbs KG G01002.0-SR2- CW 54.0 1371.6 22.6 574.0 28.1 713.7 72.7 1846.6 2.4 61.0 669 303 G01002.0-SR4- CW 54.0 1371.6 22.6 574.0 28.1 713.7 72.7 1846.6 2.4 61.0 655 297
G2002.2-SR2- CW 57. 8 1468.1 22.6 574.0 28. 7 729.0 76.9 1953.3 2.9 73.7 774 351 G2002.2-SR4- CW 57. 8 1468.1 22.6 574.0 28. 7 729.0 76.9 1953.3 2.9 73.7 759 344 G3002.5-SR4- CW 65. 5 1663.7 22.6 574.0 32. 1 815.3 80.1 2034.5 3.5 88.9 916 415 G3003.0-SR2- CW 65. 5 1663.7 22.6 574.0 32. 1 815.3 80.1 2034.5 3.5 88.9 945 429 G4003.0-SR4- CW 76. 2 1935.5 27.7 703.6 31. 7 805.2 85.9 2181.9 4.3 109. 2 1229 557 G4003.5-SR2- CW 76. 2 1935.5 27.7 703.6 31. 7 805.2 85.9 2181.9 4.3 109. 2 1313 596 G5004.5-SR4- CW 89. 0 2260.6 31.1 789.9 35. 9 911.9 93.9 2385.1 5.5 139. 7 1970 894 G5005.0-SR2- CW 89. 0 2260.6 31.1 789.9 35. 9 911.9 93.9 2385.1 5.5 139. 7 2099 952 G7005.0-SR3- CW 105.6 2682.2 35.7 906.8 42.4 1077. 0 103.0 2616. 2 6.8 172.7 3238 1469 G7005.0-SR4- CW 105.6 2682.2 35.7 906.8 42.4 1077. 0 103.0 2616. 2 6.8 172.7 3325 1508 G7006.0-SR4- CW 105.6 2682.2 35.7 906.8 42.4 1077. 0 103.0 2616. 2 6.8 172.7 3312 1502 G8007.0-SR2- CW 139.7 3548.4 36.9 937.3 43.1 1094. 7 131.0 3327. 4 8.0 203.2 5447 2471 G8007.0-SR3- CW 139.7 3548.4 36.9 937.3 43.1 1094. 7 131.0 3327. 4 8.0 203.2 5427 2462
G10009.0-SR4- CW 168. 6 4282.4 39.4 1000.8 45.3 1150.6 148.0 3759. 2 10.5 2 66.7 7497
3401
OUTLINE DIMENSION AND DETAILS
Actuator
A B C DE
Approximate
Weight
Section 9: Weights and Dimensions
May 2015
Section 9: Weights and Dimensions
9.1 EHO Standard Spring-Return
B
POWER MODULE
VA001-507-32 Rev. 0
A
CYLINDER CL
SPRING MODULE
MANUAL OVERRIDE
C
VALVE MOUNTING SURFACE
Actuator
inch mm inch mm inch mm inch mm inch mm lbs kg
G01002.0-SR2-CW 54.0 1371.6 22.6 574.0 28.1 713.7 72.7 1846.6 2.4 61.0 669 303 G01002.0-SR4-CW 54.0 1371.6 22.6 574.0 28.1 713.7 72.7 1846.6 2.4 61.0 655 297
G2002.2-SR2-CW 57.8 1468.1 22.6 574.0 28.1 729.0 76.9 1953.3 2.9 73.7 774 351 G2002.2-SR4-CW 57.8 1468.1 22.6 574.0 28.1 729.0 76.9 1953.3 2.9 73.7 759 344 G3002.5-SR4-CW 65.5 1663.7 22.6 574.0 32.1 815.3 80.1 2034.5 3.5 88.9 916 415 G3003.0-SR2-CW 65.5 1663.7 22.6 574.0 32.1 815.3 80.1 2034.5 3.5 88.9 945 429 G4003.0-SR4-CW 76.2 1935.5 27.7 703.6 31.7 805.2 85.9 2181.9 4.3 109.2 1229 557 G4003.5-SR2-CW 76.2 1935.5 27.7 703.6 31.7 805.2 85.9 2181.9 4.3 109.2 1313 596 G5004.5-SR4-CW 89.0 2260.6 31.1 789.9 35.9 911.9 93.9 2385.1 5.5 139.7 1970 894 G5005.0-SR2-CW 89.0 2260.6 31.1 789.9 35.9 911.9 93.9 2385.1 5.5 139.7 2099 952 G7005.0-SR3-CW 105.6 2682.2 35.7 906.8 42.4 1077.0 103.0 2616.2 6.8 172.7 3238 1469 G7005.0-SR4-CW 105.6 2682.2 35.7 906.8 42.4 1077.0 103.0 2616.2 6.8 172.7 3325 1508 G7006.0-SR4-CW 105.6 2682.2 35.7 906.8 42.4 1077.0 103.0 2616.2 6.8 172.7 3312 1502 G8007.0-SR2-CW 139.7 3548.4 36.9 937.3 43.1 1094.7 131.0 3327.4 8.0 203.2 5447 2471 G8007.0-SR3-CW 139.7 3548.4 36.9 937.3 43.1 1094.7 131.0 3327.4 8.0 203.2 5427 2462
G10009.0-SR4-CW 168.6 4282.4 39.4 1000.8 45.3 1150.6 148.0 3759.2 61.0 266.7 7497 3401
NOTE:
Weights and dimensions shown are nominal values, for accurate weights and dimensions always refer to the General Arrangement Drawing for the unit being worked on.
38
HYDRAULIC MANIFOLD ASSEMBLY
LOCAL DISPLAY MODULE (Local/Remote Operation)
CIRCUIT BREAKER MODULE
CYLINDER CL
2X STOP ADJUSTMENT
VALVE CL
D
SCREW
OUTLINE DIMENSION AND DETAILS
A B C D E
Weights and Dimensions
VALVE CL
PRESSURE GAUGE
CYLINDER CL
E
Approximate
Weight
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