Bettis Discontinued Product: Installation, Operation, and Maintenance Manual: FieldQ Actuator Release 1 (Pre-2019) Manuals & Guides

APPROVED
FieldQ Valve Actuator
Installation, Operation & Maintenance Manual
DOC.IOM.Q.E Rev. C
April 2017
FieldQ
Installation, Operation and Maintenance Manual
Contents
Table of Contents
April 2017
A Before you start ������������������������������ 1
A1 Orientation (see fig. A1) ............................ 1
A2 Installation, operation and maintenance
reference documents ................................ 1
A3 Operating medium ................................... 1
A4 Product integrity ....................................... 1
A5 Hazardous areas ........................................ 2
A6 Warning ; Moving parts ............................ 2
A7 Prevent moisture entering the actuator .... 2
A8 Warehouse storage ................................... 2
A9 On site storage .......................................... 2
A10 Lifting instructions .................................... 2
1 Introduction ������������������������������������ 3
1.1 Orientation (see fig. 1.1) ........................... 3
2 Installation �������������������������������������� 4
2.1 Before you start......................................... 4
2.2 Failure modes ............................................ 4
2.3 Operating principle ................................... 5
2.4 Actuator assembly codes ......................... 9
2.5 Valve Installation ..................................... 11
2.6 Recommended tubing sizes .................... 12
2.7 Air consumption per stroke at
atmospheric pressure .............................12
3 Mechanical stroke adjustment ������� 13
3.1 Adjusting the “Open” position ................ 13
3.2 Adjusting the “Closed” position .............. 13
3.3 Adjusting the end position with no
electrical wiring connected ..................... 14
4 Removing and mounting of the
FieldQ Series Modules �������������������� 15
4.1 Removing the FieldQ Series modules ...... 15
4.2 Mechanical alignment and mounting
of the control module .............................15
4.3 Tightning moments ................................ 15
4.4 Connecting air supply ............................. 15
5 Speed control option ��������������������� 16
5.1 Mounting Speed Control throttle(s): ...... 16
5.2 Adjusting Speed Control throttle(s): ....... 16
6 Manual Control option ������������������� 17
6.1 Mounting Manual Control ....................... 17
6.2 Manual Control operation ....................... 17
7 Trouble shooting FieldQ Series ������� 18
7.1 Mechanical problems .............................. 18
7.2 Pneumatic problems ............................... 18
7.3 Electrical problems .................................19
8 Maintenance ���������������������������������� 20
8.1 General....................................................20
8.2 Single acting / Spring Return actuators ...20
8.3 FieldQ Series recommended spare parts ...20
8.4 Position tracking device kits .................... 20
8.5 Conversion kits........................................ 20
8.6 High Temp and Low Temp Conversion kits .. 20
9 Disassembly ����������������������������������� 21
9.1 Before starting ....................................... 21
9.2 Removing end caps all types QD and
QS 40 to QS 350 ...................................... 22
9.3 Removing end caps type QS 600
to 1600 ...................................................23
9.4 Removing limit stop bolts, pistons and
pinion assembly ...................................... 24
10 Reassembly ������������������������������������ 26
10.1 Reassembly guide band and pinion
assembly ................................................. 26
10.2 Reassemble the pistons........................... 28
10.3 Reassembly end caps, all types QD and /
QS 40 to QS 350 ...................................... 29
10.4 Reassembly end caps single acting
actuators QS 600 to QS 1600 .................. 30
10.5 Mounting and setting of limit stops ........ 31
10.6 Final assembly and airtightness test .......32
11 FieldQ Series Parts ������������������������� 33
11.1 Exploded view FieldQ Series
(base actuator) ........................................33
11.2 Bill Of Material ......................................... 34
11.3 Exploded view FieldQ Series
(Control Module) ....................................35
ITable of Contents
April 2017

A Before you start

Installation, Operation and Maintenance Manual
• FieldQ Series actuators must be isolated both pneumatically and electrically before (dis) assembly.
• It is not permitted to connect a pressure vessel with unreduced media to the FieldQ Series pneumatic actuator.
• FieldQ Series actuators must not be connected to an air supply greater than 8 bar g or 120 psig
• This manual does not provide instructions for installations in hazardous areas.
• Installation, adjustment, putting into service, use, assembly, disassembly and maintenance of the pneumatic actuator must be done by qualified personnel.
A1 Orientation (see fig� A1)
The FieldQ Series actuator is an integrated concept for the automation of quarter turn valves, dampers or other quarter turn applications. It can consists of three basic parts:
1. Pneumatic actuator
2. Pneumatic Module or NAMUR Plate
3. Control Module
1
A2 Installation, operation and
maintenance reference documents
Before mounting, installing, commissioning or (dis)assembling the actuator consult the following documents:
- All chapters of this manual and
- Installation Guide of the supplied Control Module.
- For installation in hazardous area’s: The applicable section of the Installation Guide, as shipped with the Control Module.
- For Control Modules with bus communication there may be an additional Reference Manual with more detailed information.
(available from www.emerson.com/fieldq).

A3 Operating medium

• Air or inert gasses:
- Filtered to 50 micron (5 micron for QC54).
- Check the Installation Guide as shipped with the
module for the applicable air quality.
• Maximum pressure, 8 bar g / 120 psig
• Dew point 10 K below operating temperature.
• For subzero applications take appropriate measures.
Fig A1 Orientation
3
50µm
2
(QC54 = 5µm)
OK
Fig A2 When needed, use Filter/Regulators with correct filter
specification.

A4 Product integrity

• Assembly or disassembly is only allowed for replacing seals and guide bands (soft parts).
1
Installation, Operation and Maintenance Manual
April 2017

A5 Hazardous areas

Improper installation in a hazardous area can cause an explosion.
• Assembly, disassembly and maintenance must be done in safe area’s without a potential explosion hazard.
• For information about installation in a hazardous area, refer to the appropriate sections of the Installation Guide, as shipped with the control module.

A6 Warning ; Moving parts

Applying pressure to the actuator or Applying a control signal to the Control Module, may cause the actuator/valve assembly to operate.
A7 Prevent moisture entering the
actuator
Condensation or moisture that enters the actuator or the Control Module can damage these components and can result in failures. Therefore:
• Try not to mount the actuator with the conduit openings or the air entries, pointing upward.
• Ensure integrity of gaskets and o-rings.
• Install drip loops in conduit or cable. When needed use Filter/Regulators with correct filter specification.
• Seal all conduit openings whether used or not.
50µm
(QC54 = 5µm)

A8 Warehouse storage

• FieldQ Series Actuators and Control Modules should be stored in a clean, dry warehouse, free from excessive vibration and rapid temperature changes.
• Actuators should not be stored on any floor surface.

A9 On site storage

• FieldQ Series Actuators and Control Modules should be stored in a clean, dry warehouse, free from excessive vibration and rapid temperature changes.
• Ensure all actuator covers are in place and securely fastened.
• Replace plastic conduit plugs with appropriate pipe plugs.
Failure to follow proper storage guidelines will void warranty.

A10 Lifting instructions

• Use lifting equipement as required by national or local legislation.
Table A1 Weight of Actuators with
control modules
ACTUATOR
TYPE
Q40 3.9 4.5 8.6 9.9
Q65 4.5 5.7 9.9 12.6
Q100 5.2 6.7 11.5 14.8
Q150 6.9 9 15.2 19.8
Q200 7.9 11.2 17.4 24.7
Q350 12.5 19 27.6 41.9
Q600 21.5 29.7 47.4 65.5
Q950 28.5 40.7 62.8 89.7
Q1600 44.8 67.9 98.8 149.7
Double
acting
Spring
Return
in kg� in Ib
Double
acting
Spring
Return
OK
Fig A3 Install drip loops and use Filter/Regulators with correct filter
specification.
• It is strongly recommended to use lifting straps to lift the actuator/valve assembly.
• If an actuator/valve assembly should be lifted, it is strongly recommended to connect the lifting straps in such way that the actuator and valve is supported.
2
April 2017
Installation, Operation and Maintenance Manual

1 Introduction

1�1 Orientation (see fig� 1�1)
The FieldQ Series actuator is an integrated concept for the automation of quarter turn valves, dampers or other quarter turn applications.
Factory setting: Rotation 90°
±0.5°
1
2
3
7
Insert according
ISO 5211 or DIN 3337
4
Fig 1.1 Introduction
1. Pneumatic actuator
2. Visual Position Indication
3. Stroke adjustment bolts
4. Control Module
3
5
8
6
5. Entries for optional manual control
6. Exhausts
7. Supply air entry
8. Entries for optional speed control
Optional insert shapes
Installation, Operation and Maintenance Manual

2 Installation

2�1 Before you start

In case of an air or electrical failure, it is important to know the behavior of the actuator. Before mounting the actuator on a valve consult the following paragraph’s.

2�2 Failure modes

April 2017
2�2�1 Valve rotation
Valves are normally manufactured so that:
- the valve is closed after a clock wise rotation (viewed from above).
closed
Fig. 2.2.1
- the valve is open after a counter clock wise rotation (viewed from above).
open
2�2�2 Position after a failure
The position of the actuator after a failure depends on the:
- Operating principles (see §2.3)
- Assembly code (see §2.4)
- Kind of failure
Table 2�1 Position after a failure
Principle of
operation
Double
acting
actuator
Single
acting
actuator
(Spring
Return)
Assembly
code :
CW
CC
CW
CC
Kind of
failure :
Pressure not defined
Signal Closed
Supply voltage Closed
Pressure not defined
Signal Open
Supply voltage Open
Pressure Closed
Signal Closed
Supply voltage Closed
Pressure Open
Signal Open
Supply voltage Open
Position :
Fig. 2.2.2
Table 2�2 Position after a failure with a Double
acting module with Fail-In-Last­Position function
Principle of
operation
Double
acting
actuator
Assembly
code :
CW
CC
Kind of
failure :
Pressure not defined
Signal not defined
Supply voltage Closed
Pressure not defined
Signal not defined
Supply voltage Open
Position :
4
April 2017

2�3 Operating principle

Installation, Operation and Maintenance Manual
2�3�1 Double acting actuators
IMPORTANT
The operating principle, as explained here, is applicable for actuators with assembly code CW (direct acting).
- The outward stroke will move the valve to the “Open” position.
- The inward stroke will move the valve to the “Closed” position.
For assembly codes CC the operating principle is reversed (reverse acting):
A-port
Option: Throttle 1
5/2 Spool valve
Option: LMC
Ps
Pilot valve 1
B-port
Option: Throttle 2
Rb
Ra
See paragraph 2.4 for more information about actuator assembly codes
* Electric control signals can be connected in the
Control Module (QC; see documentation supplied with the Control Module). The Control Module is equipped with a pilot valve which controls a 5/2 spool valve.
* Connect air supply to air inlet (Ps).
Outward stroke
1 Send control signal “Open” to the Control
Module.
2 Pilot valve 1 will be activated and the 5/2 spool
valve will pressurize the central air chamber.
3 The piston will move outwards to the “Open”
position.
4 The Control Module indicates the “Open” position
and activates feedback signal “Open”.
Fig. 2.3.1
Ps
Fig. 2.3.2
5
5/2 Spool valve
Option: LMC
Pilot valve 1
A-port
Option: Throttle 1
B-port
Option: Throttle 2
Inward stroke
1 Send control signal “Close” to the Control
Module.
2 Pilot valve 1 will be deactivated and the 5/2 spool
valve will pressurize the end cap air chambers.
3 The piston will move inwards to the “Closed”
position.
4 The Control Module indicates the “Closed”
Rb
Ra
position and activates feedback signal “Closed”.
Optional controls:
LMC Local Manual Control SC Speed Control throttles
IMPORTANT:
In case of an electric control signal failure, the actuator will move to its “Closed” position.
Installation, Operation and Maintenance Manual
April 2017
2�3�2 Double acting actuators with Fail In
Last Position function
IMPORTANT
The operating principle, as explained here, is applicable for actuators with assembly code CW (direct acting).
- The outward stroke will move the valve to the “Open” position.
- The inward stroke will move the valve to the “Closed” position.
For assembly codes CC the operating principle is reversed (reverse acting):
B-port
Option: Throttle 2
Option: LMC 2
5/2 Spool valve
Option: LMC 1
A-port
Option: Throttle 1
See paragraph 2.4 for more information about actuator assembly codes
* Electric control signals can be connected in the
Control Module (QC; see documentation supplied with the Control Module). The Control Module is equipped with a pilot valve which controls a 5/2 spool valve.
* Connect air supply to air inlet (Ps).
Outward stroke
1 Send control signal “Open” to the Control Module to
activate Pilot valve 1 and de-activate Pilot valve 2.
2 The 5/2 spool valve will pressurize the central air
chamber.
3 The piston will move outwards to the “Open”
position.
4 The Control Module indicates the “Open” position
and activates feedback signal “Open”.
Ps
Pilot valve 1
Fig. 2.3.3
Ps
Pilot valve 1
Pilot valve 2
A-port
Option: Throttle 1
5/2 Spool valve
Option: LMC 1 Option: LMC 2
B-port
Option: Throttle 2
Pilot valve 2
Rb
Ra
Inward stroke
1 Send control signal “Close” to the Control Module
to activate Pilot valve 2 and de-activate Pilot valve 1.
2 The 5/2 spool valve will pressurize the end cap air
chambers.
3 The piston will move inwards to the “Closed”
position.
4 The Control Module indicates the “Closed”
position and activates feedback signal “Closed”.
Rb
Optional controls:
LMC Local Manual Control SC Speed Control throttles
Ra
Fig. 2.3.4
6
April 2017
Installation, Operation and Maintenance Manual
2�3�2 Single acting (spring return) actuators
IMPORTANT
The operating principle, as explained here, is applicable for actuators with assembly code CW (direct acting).
- The outward stroke will move the valve to the “Open” position.
- The inward stroke will move the valve to the “Closed” position.
For assembly code CC the operating principle is reversed (reverse acting):
A-port
Option: Throttle 1
3/2 Spool valve
Option: LMC
Ps
Pilot valve 1
B-port
Ra
See paragraph 2.4 for more information about actuator assembly codes
* Electric control signals can be connected in the
Control Module (QC; see documentation supplied with the Control Module). The Control Module is equipped with a pilot valve controls a 3/2 spool valve.
* Connect air supply to air inlet (Ps).
Outward stroke
1 Send control signal “Open” to the Control Module. 2 Pilot valve 1 will be activated and the 3/2 spool
valve will pressurize the central air chamber.
3 The piston will move outwards to the “Open”
position
4 The Control Module indicates the “Open” position
and activates feedback signal “Open”.
Inward stroke
Fig. 2.3.5
Ps
Fig. 2.3.6
Option: Throttle 1
3/2 Spool valve
Option: LMC
Pilot valve 1
A-port
B-port
1 Send control signal “Close” to the Control Module. 2 Pilot valve 1 will be deactivated and the 3/2 spool
valve will vent the central air chamber
3 The springs will move the pistons inwards to the
“Closed” position
4 The Control Module indicates the “Closed”
position and activates feedback signal “Closed”.
Optional controls:
Ra
LMC Local Manual Control SC Speed Control throttles
7
Installation, Operation and Maintenance Manual
3
1
2
4
April 2017
2�3�3 Position feedback
FieldQ Series patented, position sensing system
The FieldQ Series actuator (1) has a patented, contactless position sensing system. This system consists of a position probe (2) which is rides on a special curve (4) in the pinion bottom.
The curve is shaped in such a way that the position probe moves linearly and proportionally to the rotation of the actuator pinion.
The linear movement of the position probe is used, inside the control module (3) to operated the limit switches.
WARNING:
Do not put the Control module in direct contact
with magnetic material. This can cause damage or malfunction of the position feedback.
Installation of the FieldQ Series modules
For installation instructions of the modules see chapter 4.
Installation Guides - Control modules
Each Control Module is shipped with an Installation Guide, which contains more information on the
Fig. 2.3.5
pneumatic and electrical installation and operation of the Module. Additionally, these Installation Guides can be downloaded from.emerson.com/fieldq
8
2
1
2
2
1
2
B
A
A
B
2
1
2
A
B
2
1
2
2
1
2
1
2
2
1
2
2
B
A
A
B
B
A
A
B
2
1
2
1
2
2
A
B
A
B
April 2017

2�4 Actuator assembly codes

2�4�1 Double acting assembly codes
Installation, Operation and Maintenance Manual
Standard assembly code:
(= Clock Wise Rotation)
Visual indicator mounted:
(= for In line position indication
Pistons
Optional assembly code: (= Clock Wise Rotation)
Visual indicator mounted:
(= for Cross line position indication)
Pinion
Position indicator
CW
I
CW
C
Optional assembly code: (= Counter Clock Wise Rotation)
Visual indicator mounted: (= for In line position indication
Optional assembly code: (= Counter Clock Wise Rotation)
Visual indicator mounted: (= for Cross line position indication)
CC
I
CC
C
A = Pilot valve operated in Control Module - Central air chamber (1) pressurized B = Pilot valve not operated in Control Module - End cap air chambers (2) pressurized
All views are from above. Pistons are shown in inner position
9
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