Page 1
Bettis XTE3000
Electric Actuator
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
June 2022
Page 2
Revision Details
June 2022
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Revision Detail
Rev. Date Description Prepared Checked Approved
2 June 2022 Document update
1 October 2019 Migration to new template
Revision Details
Page 3
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Table of Contents
Section 1: General Safety Instructions
1.1 Range of Applications ................................................................................... 1
1.2 Safety Instructions for Installation in Hazardous Areas...........................................2
1.2.1 Marking .............................................................................................. 3
1.3 Applicable Standards and Regulations ........................................................... 3
1.4 Terms and Conditions ................................................................................... 4
Section 2: Storage and Pre-Installation
2.1 Tests to be Carried Out When the Actuator is Received ................................. 5
2.2 Storage Procedure ........................................................................................ 5
2.2.1 General .............................................................................................. 5
2.2.2 Short-term Storage (One Year or Fewer) ............................................. 6
2.2.3 Long-term Storage (More Than One Year) .......................................... 6
2.3 Checks to be Performed Before Installation ................................................... 8
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June 2022
Section 3: Installation
3.1 Working Condition ........................................................................................ 9
3.1.1 Heater Options ................................................................................... 9
3.2 Coupling Block: Disassembly from the Actuator .......................................... 11
3.2.1 Type “A” Coupling Block ................................................................... 11
3.2.2 Types “B1” and “B2” Coupling Blocks ............................................... 13
3.2.3 Types “B3” and “B4” Coupling Blocks ............................................... 14
3.2.4 Attaching the Coupling Block to the Gear Reduction Unit ................. 15
3.3 Manual Operation ....................................................................................... 16
3.4 Mounting the Actuator onto the Valve ........................................................ 18
3.4.1 Coupling Type “A” ............................................................................ 18
3.4.2 Coupling Types “B1”, “B2”, ”B3” and “B4” ........................................ 18
3.4.3 Actuator Mounting ........................................................................... 19
3.5 Electrical Connections ................................................................................. 20
3.5.1 Plant Requirements .......................................................................... 20
3.6 Removing the Terminal Board Enclosure...................................................... 20
3.7 Removing the Terminal Board Enclosure...................................................... 21
3.8 Terminal Board ............................................................................................ 22
3.9 Instructions For Explosion proof Enclosures ................................................. 24
3.10 Installation in Environments with Explosive Dusts ........................................25
Section 4: Lubrication
4.1 Lubrication Inspection................................................................................. 26
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Table of Contents
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Section 5: Operating the XTE3000
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
5.1 Operation By Handwheel ............................................................................ 28
5.1.1 Operation By Handwheel in Absence of a Power Supply
and With the Lithium Battery ........................................................... 28
5.2 Electrical Operation ....................................................................................29
5.3 Local Control ............................................................................................... 29
5.4 Local Indication ........................................................................................... 30
5.5 Locking the 3-Position Selector ................................................................... 32
5.6 Remote Control ...........................................................................................32
5.6.1 Remote Commands.......................................................................... 32
5.6.2 Output Contacts .............................................................................. 34
5.6.3 ESD Operation .................................................................................. 34
5.6.4 Interlock Inputs ................................................................................ 35
5.7 Operating the XTE3000 for the First Time ................................................... 36
5.8 Optional Modules ........................................................................................ 36
5.8.1 Fieldbus Interface for Remote Control via FIELDBUS .......................... 36
5.8.2 Ain/Aout Card .................................................................................. 37
5.9 Base Card of the XTE3000 ........................................................................... 39
5.10 Absolute Encoder of the XTE3000 ............................................................... 41
Section 6: Local Controls
6.1 Description of the Local Operator Interface ................................................. 42
6.2 Conguration Options ................................................................................ 46
6.3 Entering the View Mode .............................................................................. 48
6.4 Entering the Set-Up Mode ........................................................................... 49
6.5 Exit from View and Set-Up Mode ................................................................. 49
Section 7: Set-Up Menu
Set-Up Menu ......................................................................................................... 51
Section 8: View Menu
View Menu ............................................................................................................ 53
Section 9: Set-Up Routines
9.1 Actuator Set-Up .......................................................................................... 55
9.1.1 Set Stroke Limits ...............................................................................55
9.1.2 Torque Set-up ................................................................................... 57
9.1.3 ESD (Emergency Shut Down) Control ............................................... 57
9.1.4 Remote Controls .............................................................................. 58
9.1.5 Local Controls................................................................................... 59
9.1.6 Output Relays ................................................................................... 60
9.1.7 Positioner ......................................................................................... 62
9.1.8 Fail-Safe ............................................................................................ 64
9.1.9 OUT 4 - 20 mA .................................................................................. 66
9.1.10 Interlock ........................................................................................... 67
9.1.11 2-Speed Timer ..................................................................................67
9.1.12 BUS (or FDI Control) ......................................................................... 68
9.1.13 Miscellaneous ................................................................................... 69
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9.2 Valve Data ................................................................................................... 72
9.2.1 Sample Conguration Procedure ...................................................... 72
9.3 Maintenance ............................................................................................... 72
9.3.1 Set Password .................................................................................... 73
9.3.2 Clear Alarm Log ................................................................................ 73
9.3.3 Set Torque Reference ........................................................................73
9.3.4 Set Curve Reference ......................................................................... 74
9.3.5 Clear Recent Data Log .......................................................................74
9.3.6 Conguration (Backup/Restore) ....................................................... 75
9.3.7 Set PST Reference ............................................................................. 76
9.3.8 PST Command.................................................................................. 76
9.3.9 Set Maintenance Date ......................................................................77
9.3.10 Set Data Logger ................................................................................ 78
9.4 Example of Set-Up Routine .......................................................................... 79
9.4.1 Torque Set-Up .................................................................................. 79
Section 10: View Routines
10.1 Actuator Set-Up .......................................................................................... 80
10.2 Nameplate .................................................................................................. 81
10.3 Valve Data ................................................................................................... 82
10.4 Maintenance ............................................................................................... 82
10.4.1 Alarm Log .........................................................................................82
10.4.2 Torque Prole ................................................................................... 83
10.4.3 Torque Curve .................................................................................... 84
10.4.4 Operation Log .................................................................................. 85
10.4.5 Maintenance Date ............................................................................ 88
10.4.6 Data Logger ...................................................................................... 88
10.5 Example of View Routine ............................................................................. 91
10.5.1 View Torque Set-up .......................................................................... 91
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June 2022
Section 11: Maintenance
11.1 Standard Maintenance ................................................................................ 92
11.2 Special Maintenance ................................................................................... 93
11.3 Lithium Battery Change .............................................................................. 94
Section 12: Troubleshooting
12.1 The Electronics Do Not Switch ON When Powered ...................................... 98
12.2 DC Output Voltage Not Available at the Terminals ........................................99
12.3 The Actuator Does Not Work from Remote Controls ....................................... 99
12.4 The Motor is Very Hot and Does Not Start ................................................. 100
12.5 The Motor Runs but the Actuator Does Not Move the Valve ......................100
12.6 The Manual Override Cannot Be Engaged ..................................................101
12.7 The Valve Does Not Seat Correctly ............................................................ 101
12.8 Valve Operation Requires Excessive Torque ............................................... 102
12.9 The Actuator Does Not Stop in the Fully Open or Fully Closed Position.......103
12.10 The Numeric Position Display Indicates “---” .............................................. 103
12.11 Diagnostic Messages ................................................................................. 103
Section 13: Parts List and Drawings
Parts List and Drawings ....................................................................................... 109
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Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Appendix A: XTE3000/XTE3000AD
A.1 Safety Instructions .................................................................................... 119
A.1.1 General .......................................................................................... 119
A.2 Instructions for Proper Installation ............................................................ 119
A.2.1 Marking .......................................................................................... 120
A.3 Applicable General Standards and Regulations .......................................... 121
A.4 Terms and Conditions ............................................................................... 121
A.5 Manufacturer’s Liability ............................................................................. 121
A.6 Storage and Pre-Installation ...................................................................... 122
A.6.1 Storage Procedure ..........................................................................122
A.6.2 Checks to be Performed Before Installation .................................... 122
A.7 Installation ................................................................................................ 122
A.7.1 Working Condition ......................................................................... 122
A.7.2 Identication of Entries ...................................................................123
A.7.3 Electrical Connections .................................................................... 124
A.7.4 Cable Connection ........................................................................... 124
A.7.5 Installation in Environments with Explosive Dusts ........................... 125
A.8 Maintenance ............................................................................................. 125
A.8.1 Periodic Inspection ......................................................................... 126
A.8.2 Disassembly and Reassembly..........................................................126
A.8.3 Repairs ........................................................................................... 127
Appendix B: XTE3000/XTE3000AD/XTE3000LP
B.1 Safety Instructions .................................................................................... 128
B.1.1 General .......................................................................................... 128
B.1.2 Identication of Main Parts ............................................................. 129
B.2 Instructions for Proper Installation ............................................................ 130
B.2.1 Marking .......................................................................................... 130
B.3 Applicable General Standards and Regulations .......................................... 131
B.4 Terms and Conditions ...............................................................................132
B.5 Manufacturer’s Liability ............................................................................. 132
B.6 Storage and Pre-Installation ...................................................................... 132
B.6.1 Storage Procedure ..........................................................................132
B.6.2 Checks to be Performed Before Installation .................................... 133
B.7 Installation ................................................................................................ 133
B.7.1 Working Condition ......................................................................... 133
B.7.2 Identication of Entries ................................................................... 134
B.7.3 Electrical Connections .................................................................... 136
B.7.4 Cable Connection ........................................................................... 137
B.7.5 Installation in Environments with Explosive Dusts ........................... 138
B.8 Maintenance ............................................................................................. 138
B.8.1 Periodic Inspection ......................................................................... 138
B.8.2 Disassembly and Reassembly..........................................................138
B.8.3 Repairs ........................................................................................... 139
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Appendix C: XTE3000/XTE3000AD
C.1 Safety Instructions .................................................................................... 140
C.1.1 General .......................................................................................... 140
C.2 Instructions for Proper Installation ............................................................ 140
C.2.1 Marking .......................................................................................... 141
C.3 Applicable General Standards and Regulations .......................................... 142
C.4 Terms and Conditions ............................................................................... 142
C.5 Manufacturer’s Liability ............................................................................. 142
C.6 Storage and Pre-Installation ...................................................................... 143
C.6.1 Storage Procedure .......................................................................... 143
C.6.2 Checks to be Performed Before Installation .................................... 143
C.7 Installation ................................................................................................ 143
C.7.1 Working Condition ......................................................................... 143
C.7.2 Identication of Entries ...................................................................144
C.7.3 Electrical Connections .................................................................... 145
C.7.4 Cable Connection ...........................................................................145
C.7.5 Installation in Environments with Explosive Dusts ........................... 146
C.8 Maintenance ............................................................................................. 146
C.8.1 Periodic Inspection ......................................................................... 146
C.8.2 Disassembly and Reassembly..........................................................147
C.8.3 Repairs ........................................................................................... 147
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June 2022
Appendix D: XTE3000
D.1 Safety Instructions .................................................................................... 148
D.1.1 General .......................................................................................... 148
D.1.2 Identication of Main Parts ............................................................. 149
D.2 Instructions for Proper Installation ............................................................ 150
D.2.1 Marking .......................................................................................... 150
D.3 Applicable Directives, General Standards, and Norms ............................... 151
D.4 Terms and Conditions ............................................................................... 152
D.5 Manufacturer’s Liability ............................................................................. 152
D.6 Storage and Pre-Installation ...................................................................... 152
D.6.1 Storage Procedure .......................................................................... 152
D.6.2 Checks to be Performed Before Installation .................................... 153
D.7 Installation ................................................................................................ 153
D.7.1 Working Condition ......................................................................... 153
D.7.2 Identication of Entries ................................................................... 153
D.7.3 Electrical Connections .................................................................... 155
D.7.4 Cable Connection ........................................................................... 156
D.7.5 Installation in Environments with Explosive Dusts ........................... 157
D.8 Maintenance ............................................................................................. 157
D.8.1 Periodic Inspection ......................................................................... 157
D.8.2 Disassembly and Reassembly.......................................................... 158
D.8.3 Repairs ........................................................................................... 159
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Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Appendix E: XTE3000
E.1 Safety Instructions .................................................................................... 160
E.1.1 General .......................................................................................... 160
E.1.2 Identication of Main Parts ............................................................. 161
E.2 Instructions for Proper Installation ............................................................ 162
E.2.1 Marking .......................................................................................... 162
E.3 Applicable General Standards and Regulations .......................................... 163
E.4 Terms and Conditions ............................................................................... 164
E.5 Manufacturer’s Liability ............................................................................. 164
E.6 Storage and Pre-Installation ...................................................................... 164
E.6.1 Storage Procedure .......................................................................... 164
E.6.2 Checks To be Performed Before Installation .................................... 165
E.7 Installation ................................................................................................ 165
E.7.1 Working Condition ......................................................................... 165
E.7.2 Identication of Entries ................................................................... 166
E.7.3 Electrical Connections .................................................................... 168
E.7.4 Cable Connection ........................................................................... 168
E.7.5 Installation in Environments with Explosive Dusts ........................... 169
E.8 Maintenance ............................................................................................. 169
E.8.1 Periodic Inspection ......................................................................... 169
E.8.2 Disassembly and Reassembly.......................................................... 170
E.8.3 Repairs ........................................................................................... 171
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Section 1: General Safety Instructions
Section 1: General Safety Instructions
1.1 Range of Applications
The Bettis XTE3000 and the XTE3000v2 electric actuator covered in this manual are
designed for the operation of any type of industrial valve used in heavy industrial, chemical,
and petrochemical facilities. Emerson will not be liable for potential damage resulting from
use in anything other than these designated applications. Such risk lies entirely with the
user. Where not explicitly highlighted with the generic indication XTE3000, it is intended
to refer to both XTE3000 and XTE3000v2 versions.
WARNING
!
Installation, conguration, commissioning, maintenance, and repairs must be performed
by approved and qualied personnel only.
June 2022
WARNING
!
The warning symbol labelled on the actuator means that it is mandatory to read the
manual before installing, operating and servicing the equipment.
Bettis electric actuators are designed in accordance with the applicable international rules
and specications; nonetheless, the following regulations must be observed in any case:
• The general installation and safety regulations
• The plant specic regulations and requirements
• The proper use of personal protective devices (glasses, clothing, gloves)
• The proper use of tools, lifting and transport equipment
General Safety Instructions
1
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1.2
Safety Instructions for Installation in
Hazardous Areas
WARNING
!
When installing in a hazardous area as dened by the applicable rules, verify that the
actuator nameplate conforms to site safety requirements.
WARNING
!
Installation, conguration, commissioning, maintenance, and repairs must be performed
by approved and qualied personnel only.
The XTE3000 is designed according to IEC/EN 60079-0, IEC/EN 60079-1, and
IEC/EN 50079-31 standards. Different types of protection are available, depending
on the marking printed on the actuator label:
• Ex d IIB Txx, Ex d IIC Txx with “Explosion proof” terminal board enclosure, or
• Ex d e IIB Txx, Ex d e IIB+H2 Txx, Ex d e IIC Txx with “Increased safety”
terminal board enclosure
These are suitable for use in hazardous areas classied as at risk of explosion caused by the
presence of gas and dust.
The XTE3000 has IP66/68 degree of protection according to EN 60529.
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1.2.1 Marking
Table 1.
IECEx INE XX.ZZZZ IECEx reference certicate (CoC)
XX ATEX ZZZZ ATEX reference certicate
0080 Notied body for ATEX quality assurance (INERIS)
II Group II (surface industries)
2 Category 2 apparatus
G Explosive atmospheres caused by gas, mists, or vapors
D Explosive atmospheres caused by gas and dusts
P66/68 Degree of protection
FM18US0279X FM reference certicate for USA
FM18CA0134X FM-c reference certicate for Canada
Table 2.
Hazardous Zones Zone Categories according to 2014/34/EU Directive
Gas, mists, or vapors 0 1G
Gas, mists, or vapors 1 2G or 1G
Gas, mists, or vapors 2 3G or 2G or 1G
Dust 20 1D
Dust 21 2D or 1D
Dust 22 3D or 2D or 1D
Section 1: General Safety Instructions
June 2022
Table 3. Equipment Protection Level (EPL) EN 60079-14
Explosive atmosphere Zone EPL
Gas, mists, or vapors 0 1G
Gas, mists, or vapors 1 2G or 1G
Gas, mists, or vapors 2 3G or 2G or 1G
Dust 20 1D
Dust 21 2D or 1D
Dust 22 3D or 2D or 1D
1.3 Applicable Standards and Regulations
Table 4.
EN ISO
12100Safety of machinery - General principle for design - Risk assessment and risk reduction
EN 60204-1 Safety of machinery - Electrical equipment of industrial machines
2006/42/EC Machinery directive
2014/35/EU Low voltage directive
2014/30/EU EMC directive
2014/34/EU ATEX directive
2014/53/EU RED directive
FM (for USA) FM3600, FM3810, ANSI/ISA 60079-0, ANSI/ISA 60079-1, ANSI/NEMA 250
FM-C
(for Canada)
CAN/CSA C22.2 No. 60079-0, CAN/CSA C22.2 No. 60079-1, CAN/CSA 61010-1,
CSA-C22.2 No. 94
General Safety Instructions
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Section 1: General Safety Instructions
June 2022
Low Voltage Requisition in accordance with IEC-61010-1
All MAINS circuits are to be considered in overvoltage CATEGORY II.
Applications at altitudes below 2,000 meters must comply with:
• All circuits connected to the actuator relays contacts (OUTPUT SIGNALS) must
refer to the same power supply system (both SELV or NON-SELV).
• All remote commands (INPUT SIGNALS) must refer to the same power
supply system.
Applications in altitude between 2,000 and 4,000 meters must have INPUT and OUTPUT
SIGNALS referred to the same power supply system (both SELV or NON-SELV).
Figure 1
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Internal gears
Handwheel
Terminal box
Electric motor
1.4 Terms and Conditions
Absolute Encoder
Engagement lever
Local interface
Emerson guarantees every product to be free from defects and to conform to industry
standards. The warranty period is one year from the date of installation by the rst user,
or eighteen months from the date of shipment to the rst user, whichever occurs rst.
No warranty is given for products or components manufactured by third-party companies,
or for goods which have been subject to misuse, improper installation, corrosion, or which
have been modied or repaired by unauthorized personnel. Repair work due to improper
use will be charged at standard rates.
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Section 2: Storage and Pre-Installation
Section 2: Storage and Pre-Installation
2.1 Tests to be Carried Out When the Actuator
is Received
If the actuator is received already mounted on the valve, all the below operations should
have already been performed during valve/actuator assembly.
• Check that the display is active.
• Turn the handwheel until the valve is in a completely open position.
• Check that the display reads 100%, which indicates that the valve is completely open.
• Rotate the handwheel clockwise and bring the valve to a completely closed position.
• Check that the display reads 0%, which indicates that the valve is completely
closed. If the test result is satisfactory, the actuator has already been adjusted
and one can proceed with the electrical connection. If the actuator is delivered
separately from the valve or the above procedure shows that the position is
incorrect, all operations described in this manual must be carried out.
• Check that no damage has occurred during transport. Pay particular attention
to the push-buttons, the display area glass, and the selector.
• Check the information on the nameplate. In particular, check the serial number
and performance data (nominal torque, operation speed, protection class, motor
supply voltage, etc.) and verify that this data matches the data on the display
(see Section 10, View Routines).
Make sure all accessories have been received with the shipment as described in the
delivery documentation.
June 2022
2.2 Storage Procedure
NOTICE
Not following the procedures according to this document will invalidate the product warranty.
2.2.1 General
The actuator leaves the factory in perfect condition, guaranteed by an individual test
certicate. In order to maintain these characteristics until the actuator is installed
on-site, proper procedures must be followed for preservation during the storage period.
XTE3000 actuators are weather proof to IP66/68; this condition can only be maintained if
the unit is correctly installed on-site and if the actuator was correctly stored. The standard
plastic plugs used to close the cable entries are not weather proof; their only function is to
prevent the entry of foreign objects during transport.
Storage and Pre-Installation
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Section 2: Storage and Pre-Installation
June 2022
Installation, Operation and Maintenance Manual
2.2.2 Short-term Storage (One Year or Fewer)
2.2.2.1 Indoor Storage
Make sure that the actuator is kept in a dry place, laid on a wooden pallet, and protected
from dust.
2.2.2.2 Outdoor Storage
• Make sure that the actuator is protected from the elements (e.g. protected from
rain by covering with a canvas tarp).
• Place the actuator on a wooden pallet or some other raised platform, such that it is
not in direct contact with the ground.
• If the actuator is supplied with standard plastic plugs, remove them from the
conduit entries and replace them with weather proof plugs.
2.2.3 Long-term Storage (More Than One Year)
MAN-02-04-97-0713-EN Rev. 2
2.2.3.1 Indoor Storage
In addition to the instructions in Section 2.2.2.1:
• If the actuator is supplied with standard plastic plugs, replace them with
weather proof plugs.
• If the actuator is provided with a lithium battery, remove it and store it in a clean
and dry location (see Section 11.3, Lithium Battery Change).
2.2.3.2 Outdoor Storage
In addition to the instructions in Section 2.2.2.2:
• Check the general condition of the actuator, paying particular attention to the
terminal board and local display glass.
• If the actuator is provided with a lithium battery, remove it and store it in a clean
and dry location (see Section 11.3, Lithium Battery Change).
Figure 2
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Figure 3
Figure 4
Section 2: Storage and Pre-Installation
June 2022
Figure 5
Storage and Pre-Installation
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Section 2: Storage and Pre-Installation
June 2022
Figure 6
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2.3 Checks to be Performed Before Installation
• Make sure that the valve to be motorized is appropriate for coupling
to the actuator.
• The electrical supply cables must be suitable for the power rating
(refer to the test certicate that comes with the actuator).
• Gather the right tools for assembly and for setting the actuator controls.
If the actuator has been stored for a long period of time prior to its installation, make sure to:
• Check the condition of the O-ring seals.
• Check the installation of the plugs or conduit glands on the conduit entries.
• Check if the enclosure covers or the actuator body are cracked or broken.
• Check the oil level in the actuator and top up if necessary.
• Put the batteries back into place (see Section 11.3, Lithium Battery Change).
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Storage and Pre-Installation
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Section 3: Installation
3.1 Working Condition
Standard actuators are suitable for the following environment temperatures:
-20 °C +85 °C (-4 °F to +185 °F)
Special versions are available for extreme environment temperatures:
-40 °C +85 °C (-40 °F to +185 °F)
-55 °C +65 °C (-67 °F to +149 °F)
Altitude up to 4,000 meters max.
NOTICE
The above conditions apply only to Ex d or Ex de versions. For other applications, refer to
the applicable addendum.
Section 3: Installation
June 2022
3.1.1 Heater Options
Actuators are suitable for ambient temperature range as per Product Data Sheet.
Heater options are available for specic application.
Table 5.
Model Ambient Temperature Range Control type
Heater
Typ e
1 PTC - A 24 V DC max 15 W Optional N/A
2 PTC -B 110-240 1 ph max 15 W Optional N/A
3 PTC - C* 24 V DC max 65 W N/A Mandatory
4 PTC - D* 110-240 1 ph max 45 W N/A Mandator y
(*) Default in case of Extreme Low Temperature Range.
NOTICE
PTC (C) Actuator Power Supply ON ( Start up or after Power shortage)
In the event of an ambient temperature below -40 °C (°F), the Actuator Main Power supply
must be kept ON or preceded by a preheating time. Actuator Main Power supply can be
switch ON after a warming up period. The minimum heating time must not be less than
60 minutes in case of ambient temperatures down to -60 °C.
Heater Power
Supply
Heater
Power
Low Temperature
up to -40 °C (-40 °F)
Extreme Low
Temperature
-41 °C (-41.8 °F) to
-60 °C (-76 °F)
Power ON and OFF
managed by thermostat
assembled on the kit;
Power ON: < 0 °C;
Power OFF: > 10 °C
Heater Externally
powered
✓
✓
✓
✓
Installation
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Section 3: Installation
June 2022
NOTICE
Installation in an environment where the ambient temperature range falls outside
the rated temperature will invalidate the warranty. Refer to the nameplate to verify the
rated ambient temperature.
Figure 7
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Installation
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Section 3: Installation
June 2022
3.2 Coupling Block: Disassembly from the Actuator
The bushing is delivered already assembled to the drive sleeve, even when it is
unmachined. In order to perform the necessary machining, remove the bushing from its
housing. Remove the xing screws from the coupling block. View the actuator from the
coupling side, with the block separated from the gearbox. Do not misplace the seal ring
between the coupling block and the gear reduction unit.
3.2.1 Type “A” Coupling Block
3.2.1.1 Preparing the Bushing
Using a spanner wrench, unscrew the lower ring nut.
Figure 8
Installation
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Section 3: Installation
June 2022
Extract the stem nut from the block housing.
Figure 9
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The internal thrust bearing will remain at the bottom of the block housing.
Figure 10
NOTICE
Before remounting the stem nut, make sure that coupling tolerances to the valve stem are
correct.
stem of the motorized valve by screwing the nut entirely along the valve stem without
excessive friction.
The threaded stem nut must be checked either with a thread gauge or with the
12
The bore can now be machined in the stem nut to suit coupling requirements. The same
procedure is also used if maintenance is required.
Installation
Page 21
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
3.2.1.2 Reassembling the Internal Parts
It is advisable to wash the dismantled parts with a suitable solvent and dry them with
compressed air. Make sure that no metal lings or foreign bodies remain; spread a lm of
grease on all parts (for grease type, see Section 4, Lubrication).
Proceed with the assembly of the internal parts by following the disassembly procedure
in reverse; tighten the lower ring nut with thread sealant LOCTITE 270 or equivalent,
and ensure that the stem nut still rotates freely. Attach the unit to the gear reducer as
described further on.
3.2.2 Types “B1” and “B2” Coupling Blocks
3.2.2.1 Preparing the Bushing
Using a spanner wrench, unscrew the lower ring nut.
Figure 11
Section 3: Installation
June 2022
Installation
13
Page 22
Section 3: Installation
June 2022
Extract the bushing from the block housing.
Figure 12
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
The internal thrust washer will remain at the bottom of the block housing.
The bore can now be machined in the bushing to suit coupling requirements.
The same procedure is also used if maintenance becomes necessary.
3.2.2.2 Reassembling the Internal Parts
It is advisable to wash the dismantled parts with a suitable solvent and dry them with
compressed air. Make sure that no metal lings or foreign bodies remain; spread a lm of
grease on all parts (for grease type, see Section 4, Lubrication). Proceed with assembly
of the internal parts by following the disassembly procedure in reverse order; tighten the
lower ring nut with thread sealant LOCTITE 270 or equivalent, and ensure that the bushing
still rotates freely. Attach the unit to the gear reducer as described further on.
3.2.3 Types “B3” and “B4” Coupling Blocks
3.2.3.1 Preparing the Bushing
Remove the mounting bolts of the coupling ange.
Figure 13
14
Installation
Page 23
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Figure 14
Extract the bushing and machine it according to the mating needs.
Figure 15
Section 3: Installation
June 2022
3.2.3.2 Reassembling the Internal Parts
It is advisable to wash the dismantled parts with a suitable solvent and dry them with
compressed air. Make sure that no metal lings or foreign bodies remain; spread a lm of
grease on all parts (for grease type see Section 4, Lubrication).
Proceed with the assembly of the internal parts by following the disassembly procedure in
reverse order. Attach the unit to the gear reducer as described further on.
3.2.4 Attaching the Coupling Block to the Gear Reduction Unit
Check the integrity of the O-ring seal and place it in its slot on the coupling block.
Ensure that the lugs of the drive sleeve t in the correct slots on the bushing.
Attach the screws previously removed.
Installation
15
Page 24
Section 3: Installation
June 2022
3.3 Manual Operation
To engage manual operation, depress (by 20° - 30°) the lever in the direction shown in
Figure 18 and then let the lever automatically return to its rest position. If no engagement
is obtained, slowly rotate the handwheel and repeat the operation.
Rotate the handwheel to achieve the desired operation (normally clockwise rotation
closes the valve).
A label is located on the handwheel with an arrow showing the closing direction
(clockwise by default). If the closing direction is counterclockwise, the label must be
removed and remounted upside-down.
! WARNING
Do not manually operate the actuator with devices other than the handwheel and the
declutch lever. Using cheater bars, wheel wrenches, pipe wrenches, or other such devices
on the actuator handwheel or declutch lever may cause serious personal injury and/or
damage to the actuator or valve.
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Figure 16
Engagement lever locked in motor operation position: manual operation cannot be
engaged, thus preventing unwarranted local operation.
Figure 17
16
Installation
Page 25
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Engagement lever locked in handwheel operation position: operation with the electric
motor is mechanically disengaged.
TO CLOSE
Figure 18
Section 3: Installation
June 2022
Figure 19
Figure 20
Installation
YES NO
17
Page 26
Section 3: Installation
June 2022
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
! WARNING
Never lift the valve/actuator assembly without securing slings to both the valve and
the actuator. Never use the handwheel to lift the actuator.
Table 6.
Model Max. weight, kg (lb)
010 32 (70.6)
020 38 (83.8)
030 46 (101.4)
040 56 (123.5)
050 73 (160.9)
3.4 Mounting the Actuator onto the Valve
Lubricate the valve stem.
Thoroughly clean the coupling surfaces of the valve and actuator anges, and degrease
them carefully since torque is transmitted by friction.
Lift the actuator with slings suitable for its weight.
The actuator will operate properly in any position. When mounted upside-down, a 5 mm
diameter hole should be drilled in the end of the stem cover to avoid build-up of service
uid or rainwater.
3.4.1 Coupling Type “A”
Place the actuator vertically on the stem, screw the threaded bushing of the coupling block
on the valve stem, and then rotate (normally counterclockwise) until the coupling block
and ange surfaces of the valve are securely in contact.
For safety purposes, rotate the handwheel in the opening direction for about two turns in
order to lift the valve gate from its seat to avoid imparting (during bolt xing) excessive
axial thrust on the internal parts of the valve and the actuator.
Depending on the conditions of assembly, it could be easier to separate the thrust block
from the actuator and mount it onto the valve yoke.
3.4.2 Coupling Types “B1”, “B2”, ”B3” and “B4”
Check the dimensions of the valve mounting details, and pay particular attention to the
protrusions of the valve stem in order to avoid any axial thrust on the internal parts of the
actuator or the valve when the screws are tightened.
18
Manually engage the actuator using the handwheel and place the actuator vertically on
the valve stem. Perform the coupling operations (with the aid of manual operation if
necessary); make sure no mating parts are forced.
Installation
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Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
3.4.3 Actuator Mounting
NOTICE
If the actuator is supplied without stud bolts and nuts, these must be provided by the
customer and conform to the material requirements in Table 7.
CAUTION
!
Failure to use proper torque values can result in damage to the actuator and/or valve.
Figure 21
Section 3: Installation
June 2022
Table 7.
Model Tightening Torque, Nm (lb.ft) Material
010 40 (29.5)
020 150 (110.6)
030 150 (110.6)
040 300 (221.3)
050 150 (110.6)
Studs/Bolts: ISO Class 8.8 or
ASTM A 320 Grade L7 or L7M
Nuts: ISO Class 8.8 or ASTM A 194
Grade 4
Installation
19
Page 28
Section 3: Installation
June 2022
Installation, Operation and Maintenance Manual
3.5 Electrical Connections
Before powering the actuator check that the supply voltage details on the nameplate
are correct for the receiving plant. Access to terminals for electrical connections and
commissioning is via the terminal cover, since all settings are non-intrusive. The removal of
any other covers without Emerson approval will invalidate the warranty; Emerson will not
accept responsibility for any damage or deterioration that may be caused.
NOTICE
All accessories (including cable glands) must comply with approved specications for the
site requirements and be certied according to the standard directive.
3.5.1 Plant Requirements
Protection devices (overcurrent breakers, magneto-thermal switches, or fuses) should be
provided at the plant by the administrating customer to protect the mains line in case of
motor overcurrent or loss of insulation between phases and earth.
MAN-02-04-97-0713-EN Rev. 2
For the proper sizing of protection devices, refers to certicate attached to the actuator
(Is current).
Protection devices must be easily reached and identiable by the operator.
3.6 Removing the Terminal Board Enclosure
Using an 8 mm Allen key, loosen the four screws and remove the cover.
! WARNING
Be careful to not damage the joint surfaces of the terminal cover or seal during removal.
CAUTION
!
Using a fastener other than the approved type may result in damage to the actuator or
valve. Refer to Table 8.
NOTICE
If the screws of the cover must be replaced, a SS AISI 316 must be used with minimum yield
strength of 450 N/mm2 (65,266 psi).
20
CAUTION
!
Failure to use proper torque values can result in damage to the actuator and/or valve.
Installation
Page 29
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Figure 22
Section 3: Installation
3.7 Removing the Terminal Board Enclosure
The sealing of cables and conduit entries should be carried out in accordance with the
relevant national standards or the regulatory authorities that certied the actuators. This is
especially true for units that are certied for use in hazardous areas, where the method of
sealing must be to an approved standard and cable glands, reducers, plugs, and adapters
must be approved and separately certied.
June 2022
Standard cable entries (housing)
1" NPT, Qty 2
1-1/2" NPT, Qty 1
Optional: 3/4" NPT, up to Qty 2
On request, certied conduit entry adapters may be added
(Metric, Pg, Rc, ASA, etc.)
Remove the conduit entry plugs.
NOTICE
All accessories (including cable glands) must comply with approved specications for the
site requirements and be certied according to the standard directive.
To guarantee a weather proof and explosion proof t, screw the cable glands tightly
(at least 5 turns) and coat them with a thread sealant. The use of a thread sealant is
necessary in explosion proof and weather proof applications.
Installation
21
Page 30
Section 3: Installation
June 2022
Figure 23
If some parts of the cable glands have been removed while working on the conduit entries,
put them back into place immediately to avoid misplacing the dismantled parts.
Unused entries:
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
• For explosion proof construction: unused entries must be plugged with metal
explosion proof plugs and coated with a thread sealant.
• For weather proof construction: replace the plastic standard protection plugs
(supplied with the actuator) with metal plugs.
3.8 Terminal Board
! WARNING
Installation, conguration, commissioning, maintenance, and repairs must be performed
by approved and qualied personnel only.
! WARNING
The actuator is non-intrusive. The control compartment is sealed in dry and clean conditions
and contains no site-serviceable components. Do not open the control compartment unless
absolutely necessary. Unauthorized access will invalidate the warranty.
NOTICE
Be careful to not damage the joint surfaces of the terminal cover or seal during removal.
22
NOTICE
When removing the cover assembly or terminal block cover on existing installations, follow
all safety and applicable site-specic rules.
Installation
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Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Terminate the ground connections to the stud marked “ground”.
One internal ground stud and one external ground stud are provided.
Before performing service or maintenance operations (unless otherwise indicated), ensure
that power is turned off to the unit to avoid injury or damage to equipment.
Check the wiring diagram (always included with the actuator) and the layout displayed on
the back of the terminal enclosure cover to ensure a correct electrical connection.
All terminations should be made with an insulated ring, or spade connectors using
the appropriate crimping tool. This operation will ensure an easily-made and correct
electrical connection.
Connect the motor supply cable previously sized in accordance with:
• The absorbed current corresponding to the actuator nominal torque with the
torque-limiting device set at 100% (see the test certicate attached to the
actuator, Is current).
• The applicable plant and safety norms.
• Power cable maximum operating temperature greater than 85 °C.
Assemble the power terminal protective barrier located in the terminal board
compartment, using the enclosed screws. The control circuit (controls and signals) must
be connected by means of a multicore cable to the corresponding numbered terminals
according to the wiring diagram.
Section 3: Installation
June 2022
The internal cables of the actuator are also numbered according to the wiring diagram.
Actuators are always delivered with the motors wound and connected in accordance with
customer requests. Voltage and frequency values are stated on the motor nameplate.
Figure 24
Ground
studs
Figure 25
Installation
23
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Section 3: Installation
June 2022
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Figure 26
3.9 Instructions For Explosion proof Enclosures
NOTICE
The Bettis XTE3000 electric actuator shall be installed and maintained according to the
applicable rules regarding electrical installations in hazardous area (other than mines) classied
as zone 1 (gas); for example: EN 60079-10 (hazardous area classication), EN 60079-14
(electrical installation), EN 60079-17 (maintenance), and/or other national standards.
During the dismantling and subsequent reassembling of the explosion proof enclosures
(covers, cable glands, joints), be careful to restore these enclosures back to their original
condition to maintain their integrity. In particular, ensure that the joint surfaces of all
enclosures are spread with a lm of recommended grease (see Section 4, Lubrication).
Table 8.
Model
010 M8x30 M10x30 M10x35
020 M8x30 M10x30 M10x35
030 M10x35 M10x30 M10x35
040 M10x35 M10x30 M10x35
050 M12x45 M10x30 M10x35
Motor
cover
Terminal
enclosure cover
Local
interface cover
Material
AISI 316/ASME B16.11 A182-F316
(yield strength ≥ 450 N/mm² (65,266 psi)
AISI 316/ASME B16.11 A182-F316
(yield strength ≥ 450 N/mm² (65,266 psi)
AISI 316/ASME B16.11 A182-F316
(yield strength ≥ 450 N/mm² (65,266 psi)
AISI 316/ASME B16.11 A182-F316
(yield strength ≥ 450 N/mm² (65,266 psi)
AISI 316/ASME B16.11 A182-F316
(yield strength ≥ 450 N/mm² (65,266 psi)
24
Installation
Page 33
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Important points to note:
• Do not damage the explosion proof mating surfaces on the housing and on the
electrical covers.
• Reinstall all the screws associated with the dismantled parts, and coat them with
a thread sealant after coating them with a lm of copper- or molybdenum-based
grease. This will prevent the screws from sticking and facilitate their removal when
maintenance is required.
• Check that the bolts and screws are of the same dimensions and at least equal
quality to those originally installed (as stated on the nameplate).
DANGER
!
Do not electrically operate the actuator when the electrical covers are removed. Do not
open the actuator covers when an explosive atmosphere may be present. Ignoring the
above precautions may result in personal injury or death.
• Replace any weather proof seals that may have been removed (O-ring for the
covers, O-ring for the explosion proof joint of the motor).
Section 3: Installation
June 2022
3.10 Installation in Environments with
Explosive Dusts
NOTICE
The Bettis XTE3000 electric actuator shall be installed and maintained according to the
applicable rules regarding electrical installation in hazardous areas (other than mines),
classied as zone 21 (dust); for example: EN 50281-1-2 (dust) and/or other national standards.
Ensure that:
• The joint surfaces are greased with silicone oil or equivalent before assembly.
• The cable glands have minimum protection degree IP6X (EN 60529).
Installation
25
Page 34
Section 4: Lubrication
June 2022
Installation, Operation and Maintenance Manual
Section 4: Lubrication
4.1 Lubrication Inspection
The actuator is lubricated for the duration of its service life; under normal working
conditions it is not necessary to replace or rell the oil. However, it is recommended to
check the oil level every 3-5 years using holes 1 or 2 (see Figures 27 and 28) depending on
what orientation the actuator was mounted.
The actuator is tted with oil plugs (parts 1 and 2), such that any assembly on the valve has
at least one oil plug on the upper part of the housing and one on the lower part.
A spherical head lubricator (part 3) is tted on the coupling block for the proper greasing of
the inside thrust or sliding bearings.
The actuator is supplied with oil and greased where necessary.
Should maintenance become necessary, the following OILS are recommended:
Ambient temperature from -20 °C to +85 °C
MAN-02-04-97-0713-EN Rev. 2
• SHELL - OMALA S4 WE 320 or equivalent
Ambient temperature from -40 °C to +85 °C
• SHELL - TELLUS S4 ME 46 or equivalent
Ambient temperature from -55 °C to +65 °C
• SHELL - TELLUS S4 VX 32 or equivalent
Table 9.
Model Oil quantity, liter (quart)
010 0.5 (0.53)
020 0.8 (0.85)
030 1.3 (1.37)
040 1.8 (1.90)
050 2.5 (2.64)
26
Lubrication
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Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Should maintenance become necessary, the following GREASES are recommended:
Ambient temperature from -20 °C to +85 °C
• AGIP GREASE MU EP 2 or equivalent
Ambient temperature from -40 °C to +85 °C
• AEROSHELL GREASE 7 or equivalent
Ambient temperature from -55 °C to +65 °C
• AEROSHELL GREASE 7 or equivalent
Figure 27
1
Section 4: Lubrication
June 2022
Figure 28
2
Lubrication
27
Page 36
Section 5: Operating the XTE3000
June 2022
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Section 5: Operating the XTE3000
5.1 Operation By Handwheel
To operate the actuator via the handwheel, press down the lever and at the same time
rotate the handwheel until the clutch is engaged. Release the lever and move the valve via
the handwheel. The actuator will return to electrical operation only by energizing the motor.
5.1.1 Operation By Handwheel in Absence of a Power Supply
and With the Lithium Battery
• The position is updated for strokes higher than a half turn of the wheel.
• The actuator position and battery status can be updated at any time by pressing
the STOP button for at least three seconds.
• The position is automatically checked and updated at least once a day.
At the end of each operation by handwheel, it is recommended to update the position by
pushing the STOP button.
Figure 29
3
! WARNING
Do not manually operate the actuator with devices other than the handwheel and the
declutch lever. Using cheater bars, wheel wrenches, pipe wrenches, or other such devices
on the actuator handwheel or declutch lever may cause serious personal injury and/or
damage to the actuator or valve.
28
Operating the XTE3000
Page 37
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
5.2 Electrical Operation
Before connecting power to the actuator check that the voltage is correct and corresponds
to the indications on the nameplate. An incorrect power supply could cause permanent
damage to the electrical components. Checking phase rotation is not necessary since
the actuator is provided with automatic phase rotation correction. Rotate the 3-position
selector switch to OFF and then switch on the power. Do not operate the actuator without
rst checking that the conguration is suitable for the required application (see Section 6.4).
Power supply limits
Voltage: +/- 10% (continuous) +10% -15% (intermittent)
Nominal duty: -5%/5% according to IEC 60034-1
Total Harmonic Distortion (THD): max 5% according to IEC 60034-1
Form and symmetry on voltages and currents: according to IEC 60034-1 (Section 7.2.1.1)
CAUTION
!
Working outside the above limitations could damage the actuator.
Be careful if an inverter or generator is used as a power supply.
Section 5: Operating the XTE3000
June 2022
5.3 Local Control
If no alarm is present after conguring the actuator, place the 3-position selector in LOCAL
and control the actuator with the OPEN, CLOSE, and STOP push-buttons.
If “push-to-run” was selected: the actuator can be driven to the desired position by
pressing and holding the OPEN/YES or CLOSE push-button. As the push-button is released,
the motor is de-energized.
If “latched” was selected: as the OPEN or CLOSE push-button is pressed the motor is
energized, and it will continue to run after the control is released. To stop the motor, press
the STOP push-button. To reverse the direction, press the STOP push-button and then
press the push-button relevant to the opposite direction.
In “latched with instant reverse” mode the local controls work as in the “latched” mode,
but to reverse the motor direction one need only press the push-button relevant to the
opposite direction.
Depending on the position of the local selector, the OPEN/YES and CLOSE/NO
push-buttons work as follows:
• OPEN/CLOSE commands if the selector is in the LOCAL position.
• YES/NO to answer prompts in the menu, if the selector is in the OFF or
REMOTE positions.
Operating the XTE3000
29
Page 38
Section 5: Operating the XTE3000
June 2022
5.4 Local Indication
By default, the upper display indicates the valve position as a percentage of opening
(open = 100%). The lower display in the upper part shows icons that indicate the actuator
status or the Menu, where the user is operating.
The lower display in the lower part is organized in two lines. The upper line indicates the
actuator status and the 3-position selector status. The lower line indicates the actuator
operation, or the position request % value, according to the conguration.
Two LEDs indicate the actuator position and operating direction (OPEN or CLOSE), while a
third and fourth LED indicate alarms and Bluetooth connectivity respectively.
Figure 30
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Figure 31
Figure 32
30
Operating the XTE3000
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Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Figure 33
OPEN/YES
STOP
CLOSE/NO
Figure 34
Section 5: Operating the XTE3000
June 2022
Status
Figure 35
Operation
or Position
request R%
Local selector
position
Operating the XTE3000
31
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Section 5: Operating the XTE3000
June 2022
Installation, Operation and Maintenance Manual
5.5 Locking the 3-Position Selector
The 3-position selector can be locked in any of its three positions by means of a padlock.
5.6 Remote Control
Place the 3-position selector in REMOTE to transfer the actuator control to a remote device.
Local OPEN or CLOSE operation will be inhibited. Only the local STOP control remains active.
Using the “VIEW and SET-UP” features, one can congure different control modes.
The remote controls are optically-isolated (opto-coupled). A non-regulated 24 V DC voltage
(variable from 23 to 27 V DC, max. 4 W) is available on the actuator terminal board to supply
the remote controls or external devices.
5.6.1 Remote Commands
Using the “VIEW and SET-UP” features, one may congure different control modes.
MAN-02-04-97-0713-EN Rev. 2
4 WIRES (see the remote connections diagram in Figure 36)
In “4 wires latched” (OPEN, CLOSE, STOP, COMMON) mode with the OPEN or CLOSE signal
switched to ON, the motor is energized and it will continue to run after the signal returns to
OFF. To stop the motor, press STOP. To reverse the direction, press STOP and then press the
button relevant to the opposite direction. The action of the STOP signal (stop with signal
ON or stop with signal OFF) may be reversed using the VIEW and SET-UP features; see
Section 9.1.4, Remote Controls.
3 WIRES (see the remote connections diagram in Figure 37)
With the “3 wires” option (OPEN, CLOSE, COMMON), the actuator can be driven in either
“push-to-run” or “latched with instant reverse” mode.
In “push-to-run” mode, the actuator can be driven to the desired position by switching
the OPEN or CLOSE signal to ON. As the signal returns to OFF, the motor is de-energized.
In “latched with instant reverse” mode when the OPEN or CLOSE signal switches to
ON, the motor is energized and it continues to run after the signal returns to OFF. If the
signal relevant to the opposite direction goes ON, the actuator reverses its direction and
maintains the new direction if the signal returns to OFF.
2 WIRES (see the remote connections diagram in Figure 38)
With the “2 wires” option, two different activities may be selected:
32
In “2 wires, signal ON to open”, the actuator opens if the signal switches to ON and closes
if the signal goes to OFF. In “2 wires, signal ON to close”, the actuator closes if the signal
switches to ON and opens if the signal switches to OFF. This option requires two wires
(signal and common).
The circuits associated to the inputs can be supplied by the internally-generated 24 V DC or
by an external 20-125 V DC or 20-120 V AC (50/60 Hz).
Operating the XTE3000
Page 41
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
The signal levels are the following:
• Minimum ON signal > 20 V DC or 20 V AC (50/60 Hz).
• Maximum ON signal < 125 V DC or 120 V AC (50/60 Hz).
• Maximum OFF signal < 3 V.
• Minimum signal duration > 500 ms.
• Total current drawn from remote controls < 25 mA.
Figure 36
Option A1)
Option B1)
Section 5: Operating the XTE3000
June 2022
Figure 37
Option A2)
Option B2)
Figure 38
Option A3)
Option B3)
Operating the XTE3000
33
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Section 5: Operating the XTE3000
June 2022
5.6.2 Output Contacts
Standard version
• Monitor relay: the voltage-free, change-over contacts of the monitor relay are
available on the terminal board. The monitor relay indicates if the actuator can
be remotely controlled or if there is a problem or condition that prevents remote
control of the valve. The conditions that cause the relay to switch over are listed in
Section 9.1.6, Output Relays.
• AS1, 2, 3, 4, 5, 6, 7 relays: the voltage-free contacts of 7 latching relays are available
on the terminal board. The status (make or break) and the conditions that cause
switching of a given relay can be viewed and congured by using the “VIEW and
SET-UP” features. The status of the latching relays is immediately updated if the
associated conditions for change occur, or are cyclically updated (every second).
• AS8 relay: a further voltage-free, change-over contact is available on the terminal
board. The conditions that cause the switching of the relay can be viewed and
congured by using the “VIEW and SET-UP” features.
• Contact rating:
Max. voltage 250 V AC/30 V DC: max. current 5 A.
Min. voltage 5 V DC: min. current 5 mA.
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
5.6.3 ESD Operation
An ESD (Emergency Shut Down) signal can be sent to the actuator to override any existing
command and to drive the valve to a predetermined position.
The control is not self-maintained; that is, the ESD action continues until the relevant signal
is present. The “VIEW and SET-UP” features can congure the polarity of the ESD signal,
the valve position after the ESD action, and the priority of the ESD function, as described in
Section 9.1.3, ESD Control.
The ESD command is optically-isolated (opto-coupled). The circuits associated with the
input can be supplied by the internally generated 24 V DC or by an external 20-125 V DC or
20-120 V AC (50/60 Hz).
The signal levels are the following:
• Minimum ON signal > 20 V DC or 20 V AC (50/60 Hz).
• Maximum ON signal < 125 V DC or 120 V AC (50/60 Hz).
• Maximum OFF signal < 3 V.
• Current drawn from ESD controls < 15 mA.
! WARNING
Any certication relating to actuator operation in hazardous areas will be invalidated if the
client desires that the motor thermostat be bypassed during ESD operation.
34
Operating the XTE3000
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Installation, Operation and Maintenance Manual
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5.6.4 Interlock Inputs
Two additional inputs are available to inhibit actuator movement in the open or closed
direction. The controls are momentary, and the inhibiting action continues until the
relevant signal is present. The interlock controls work when the local selector is in either
LOCAL or REMOTE positions. The ESD control overrides the interlock controls. The “VIEW
and SET-UP” features can congure the polarity of INTERLOCK signal as described in
Section 9.1.10, Interlock.
The interlock inputs are optically-isolated (opto-coupled) and can be supplied by the
internally generated 24 V DC or by an external 20 - 125 V DC or 20 - 120 V AC (50/60 Hz).
The signal levels are the following:
• Minimum ON signal > 20 V DC or 20 V AC (50/60 Hz).
• Maximum ON signal < 125 V DC or 120 V AC (50/60 Hz).
• Maximum OFF signal < 3 V.
• Total current drawn from remote controls < 20 mA.
Section 5: Operating the XTE3000
June 2022
Figure 39
Option D1)
Option D2)
Figure 40
Option E1)
Operating the XTE3000
Option E2)
35
Page 44
Section 5: Operating the XTE3000
June 2022
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
5.7 Operating the XTE3000 for the First Time
Before attempting to operate the XTE3000 for the rst time, check that the actuator is
correctly mounted on to the valve. Place the 3-position selector to OFF and switch the
power on. The alphanumeric display will show “XTE3000” for a few seconds.
If an alarm is active (i.e. the Alarm icon is shown on the display), take the necessary action
to resolve the alarm before proceeding (see Section 12.11).
If a Warning is active (i.e. the Warning icon is shown on the display) a Warning condition is
present. One can proceed since the XTE3000 will continue to function, but some data are
not according to the congured parameters (see Section 12.11).
If the lower lines of the display show “INT OFF”, then an interlock input is active. If the lower
lines of the display show “ESD ON OFF”, the ESD input is active.
Do not operate the actuator without rst checking that the conguration is according to
the required application by using the “VIEW and SET-UP” features (see Section 6/10).
Set torque limits, position limits and closing direction by means of the “stroke limits
routine” of the “actuator set-up” menu (see Section 9).
When the stroke limits and the congurations are correct, bring the 3-position selector to
LOCAL and drive the actuator to the open or closed position (see Section 5.3).
5.8 Optional Modules
CAUTION
!
The actuator contains parts and assemblies susceptible to damage via Electrostatic
Discharge (ESD). Prior to performing work, use ESD protection or discharge static
electricity by touching grounded metal.
Additional modules can be plugged in the base card of the XTE3000 to provide the
following functions:
5.8.1 Fieldbus Interface for Remote Control via FIELDBUS
This card allows the XTE3000 to connect to a FIELDBUS. The following bus interface cards
are available:
• Probus DPV0
• Probus DPV1 with or without redundancy
• Probus DPV2 with or without redundancy
• Foundation Fieldbus
• LonWorks
• Modbus RTU
36
A hardware alarm is generated if the XTE3000 is set to be equipped with a bus card but the
card is damaged or missing. A BUS REPORT is also present in the list of reports if the card is
present (Refer to Section 6). Refer to the specic manuals for instructions and setting of the
above modules.
Operating the XTE3000
Page 45
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
5.8.2 Ain/Aout Card
With the above card, the XTE3000 is provided with a 4 - 20 analog input and a 4 - 20 mA
analog output. This card should be plugged on the base card, replacing the “TERMINAL
BOARD ADAPTOR” card supplied as standard. A hardware alarm is generated if the XTE3000
was set to be equipped with an Ain/Aout card and the card is damaged or missing.
An Ain/Aout REPORT is also present in the list of reports if the card is present (see Section 6).
Figure 41
Section 5: Operating the XTE3000
June 2022
XTE3000
Status OK
Warning
• 4 - 20 mA analog output
The 4 - 20 mA output can be congured to provide a signal proportional to either
“position” or “torque”. The polarity option allows the relationship between position
(or torque) and the 4 - 20 mA output signal to be reversed and the 4 - 20 mA output
signal. See “VIEW and SET-UP” features (Section 9.1.9, OUT 4 - 20 mA).
The 4 - 20 mA output is optically-isolated (opto-coupled). It should be powered by
a 20-30 V DC voltage (externally or internally generated) and the maximum load
(including cable resistance) should be less than 300 ohm.
Figure 42 shows the wiring diagram.
Figure 42
Actuator terminals
B6
4 - 20 mA
B7
GROUND
Alarm
Active loop
Cable
Shield
External power supply
LOAD: max 300 ohm
0 V
V+
20-30
V DC
Operating the XTE3000
B7
C10
GROUND
4 - 20 mA
0 V
Internal power supply
Cable
Shield
Passive loop
LOAD: max 300 ohm
37
Page 46
Section 5: Operating the XTE3000
June 2022
If mains voltage is lost, behavior will be different if the power supply of the
4 - 20 mA output stage is internally- or externally-generated:
— Internal power supply (or passive loop):
— External power supply (or active loop):
• 4 - 20 mA analog input
The 4 - 20 mA analog input is the position request R% signal and is used by the
XTE3000 to position the valve in positioning (inching) and modulating actuators.
The “POSITIONER” routine processes the input signal, compares the present
actuator position % with the position request R%, and if the difference is greater
than the dead band - the actuator is driven to reach the requested position. 4 mA
corresponds to request R% = 0% = valve closed and 20 mA corresponds to request
R% = 100% = valve open. The relationship between position and request signals
can be reversed by the “Polarity” function. The 4 - 20 mA input is optically-isolated
(opto-coupled). The input impedance is less than 500 ohm. The loss of the
4 - 20 mA input signal is indicated as follows:
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
If mains voltage is lost the output 4 - 20 mA drops to 0. The correct output
will be restored when mains voltage returns.
If the actuator is provided with a lithium battery (or supplied by the
auxiliary 24 V DC) and if mains voltage fails, the output 4 - 20 mA
maintains the last value. If the actuator is moved via the handwheel, the
output 4 - 20 mA will be updated. If the actuator is not provided with
a lithium battery (or not supplied by the auxiliary 24 V DC) and mains
voltage fails, the output 4 - 20 mA maintains the last value.
If the actuator is moved by handwheel, the output 4 - 20 mA will not
be updated.
— Change-over of the monitor relay
— Alarm LED on
— List of ALARMS (see Section 12.11, Diagnostic Messages)
— Alarm log
Figure 43 shows the wiring diagram.
Figure 43
Actuator terminals
4 - 20 mA
B9
B8
GROUND
0 V DC
Cable
Shield
4 - 20 mA
generator
0 V
The “VIEW and SET-UP” features can congure different options, which are described in
Section 9.1.7, Positioner.
If the POSITIONER function is active, the alpha-numeric display indicates the value of the
position request in % (R%: xxx.x).
38
Operating the XTE3000
Page 47
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Figure 44
XTE3000
5.9 Base Card of the XTE3000
Section 5: Operating the XTE3000
June 2022
Figure 45 Bottom View of Base Card
Terminal Board Adaptor card (TBA) only for
XTE3000. It is not necessary for XTE3000v2.
Operating the XTE3000
39
Page 48
Section 5: Operating the XTE3000
June 2022
Figure 46 Top View of Base Card
Top View of Base Card
Base card equipped with eldbus interface card and Terminal Board Adapter (TBA) card.
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Figure 47 Fieldbus interface card
Fieldbus interface card
The type of card depends on the eldbus present in the plant.
Figure 48 Ain/Aout card
40
Ain/Aout card
This optional card is used in place of the Terminal Board Adapter (TBA) card when an analog
4 - 20 mA input and output signal is requested.
Operating the XTE3000
Page 49
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Figure 49 Potentiometer card
Potentiometer card
This card can be used for some special FW versions of the XTE3000.
Figure 50
Section 5: Operating the XTE3000
June 2022
5.10 Absolute Encoder of the XTE3000
The XTE3000 absolute encoder can measure up to 8,000 output turns. The absolute encoder
maintains the actuator/valve position without electrical power and battery back-up.
Figure 51 Potentiometer card
Operating the XTE3000
41
Page 50
Section 6: Local Controls
June 2022
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Section 6: Local Controls
6.1 Description of the Local Operator Interface
The following functions are available via the XTE3000 local operator interface:
• Actuator Control
• Actuator Conguration
• Actuator Status Visualization
The gures on the following pages describe the function of each component of the local
operator interface.
Figure 52 Local Operator Interface Components
42
1. OLED Graphic display: during normal operation the alphanumeric display shows the
present status (NORMAL, ESD ON, ALARMS, WARNINGS, INTERLOCK, INT.EFS, SLEEP,
EFS OFF, PST ON), the 3-position selector status (LOCAL, OFF, REMOTE), and the
actuator action (OPEN, OPENING, CLOSED, CLOSING, STOP, or R% : xxx.x). If the local
selector is in OFF or REMOTE, pressing the YES push-button allows the user to scroll
through the list of variables, alarms, and reports:
Local Controls
Page 51
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Table 10. List
output torque mot temp
motor speed term temp
main voltage log status
current wireless report
temperature node report *
time FDI report *
date base report
alarm term report
Warning Ain/Aout report *
Ktemp
The data with * are only present if the relevant modules are present.
2. 3-position selector to set the following operation modes:
• LOCAL: for local control only
• OFF: no control is active but the actuator is still connected to the mains
• REMOTE: for remote control only
Section 6: Local Controls
June 2022
3. The XTE3000 can be provided with a radio-frequency wireless connection
based on a qualied Bluetooth class 1 module. This allows exchange of data with
a PDA or PC with built-in Bluetooth™ technology. The following tasks can be
wirelessly performed:
• View and change conguration
• Set maintenance function
• Read maintenance data
• Download new rmware to the XTE3000
• The blue LED indicates that communication with a host device is established
4. Numeric display to indicate the present valve position as a % of open position.
Display resolution is a function of the number of complete turns of the actuator
output shaft:
• From 2 to 4 turns = 0.2%
• From 4 to 8,000 turns = 0.1%
5. Three LEDs to indicate the actuator status according to the following logic:
• green ON/red OFF: the actuator is stopped in the open position
• green OFF/red ON: the actuator is stopped in the closed position
• green OFF/red ashing: the actuator is running in the closing direction
• green ashing/red OFF: the actuator is running in the opening direction
• green ON/red ON: the actuator is stopped in an intermediate position
• yellow ON: alarm
• yellow ashing: Warning
The above color combination is supplied as standard, but it may be changed
(red to green, green to red, and yellow to red), during actuator setup operations.
Local Controls
43
Page 52
Section 6: Local Controls
June 2022
6. Local Controls: OPEN/YES, CLOSE/NO, and STOP push-buttons.
The STOP push-button resets any existing command and is active both in local and remote.
If the 3-position selector is in LOCAL, the OPEN/YES, and CLOSE/NO push-buttons work as
OPEN and CLOSE commands.
If the 3-position selector is in REMOTE or in OFF, the OPEN/YES and CLOSE/NO
push-buttons work as YES and NO to answer prompts (next? OK? view?, change? exit?)
shown on the alphanumeric display.
In OFF, the OPEN/YES and CLOSE/NO push-buttons allow the user to scroll through the
menu, to view and change the actuator conguration, or to scroll through the list of
variables, status, and alarms.
In REMOTE, the OPEN/YES and CLOSE/NO push-buttons allow the list of variables, status,
alarms and reports to be scrolled through but the actuator conguration cannot be viewed
or changed.
Table 11. Description of Variables and Reports
Variable Report
torque output torque in % of the nominal torque stated in the NAMEPLATE menu
motor speed RPM of electrical motor
main voltage voltage (V) and frequency (Hz) of mains
current current (A) absorbed by the motor
temperature temperature (°C), inside the electronic compartment
time present time
date present date
alarm list of present alarms (see Section12.11, Diagnostic Messages)
Warning list of present Warnings (see Section 12.11, Diagnostic Messages)
Ktemp temperature factor
mot temp temperature (°C) of the electrical motor
term temp temperature (°C) inside the terminal board compartment
log status
wireless report Bluetooth interface status (ready, not ready)
node report
FDI report
base report
term report
Ain/Aout report
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
data logger status (off, ready, in progress: E: event number - number of
memory cycle or R: sample number - number of memory cycle)
report of bus interface card (only present if the bus card is present;
refer to the relevant instruction manual)
report of FDI function (only present if the LonWorks bus card is present;
refer to the relevant instruction manual)
base card report
- card code
- manufacturing week and year
- electrical diagram, etc.
terminal board card report
- card code
- manufacturing week and year
- electrical diagram, etc.
Ain/Aout card report (only present if the card is present)
- card code
- manufacturing week and year
- electrical diagram, etc.
44
The Warning condition occurs when a variable reaches a critical value and/or a maintenance
action is required, but the actuator control functions are still available. The alarm condition
occurs when a variable moves out of its acceptable range and thus causes the actuator control
functions to become unavailable.
Local Controls
Page 53
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
The alarm and warning lists only contain the present alarms and Warnings. When the fault
condition disappears, the corresponding alarm or Warning disappears from the list. A reset
routine is provided to clear the type of alarm/Warning that is memorized (over-torque,
jammed valve, etc.).
The following drawing shows the use of the OPEN/YES, CLOSE/NO and STOP push-buttons
as a function of the local selector position.
Figure 53
Local Off Remote
Section 6: Local Controls
3-position selector
= OPEN/YES push-button
= CLOSE/NO push-button
= STOP push-button
June 2022
XTE3000 XTE3000 XTE3000
XXXXXX LOCAL
XXXXXX ?
Only OPEN,
CLOSE and STOP
controls available
View/Set-up mode
View mode
To view
menus
View and Setup menus
Language
selection
selection
XXXXXX OFF
STOP NEXT?
Press YES and STOP
simultaneously to
enter VIEW and
SET-UP menus
Password
Set-up mode
To set-up
menus
Press YES or NO to answer the prompt
If the prompt is “next?” press YES to
view the next variable; press NO to
If the prompt is “view?” press YES to
enter the sub-menu of the variable;
press NO to skip to the next variable.
Place the 3-position
selector in LOCAL
or REMOTE or press
YES and NO
simultaneously to
exit from VIEW and
SET-UP MENUS
XXXXXX REMOTE
XXXXXX NEXT?
= OPEN/YES push-button
(view? next?).
return to the beginning.
Graphic display
TORQUE % next?
MOTOR SPEED RPM next?
VOLTAGE V,Hz next?
CURRENT A next?
TEMPERATURE °C next?
TIME next?
DATE next?
NO ALARMS/ALARMS next/view?
NO Warning/WarningS next/view?
K TEMP or POWER TEMP
(XTE LP) next?
MOTOR TEMP °C next?
TERM TEMP next?
LOG STATUS next?
WIRELESS REPORT view?
WIRELESS CONNECT view?
NODE REPORT view?
FDI REPORT view?
BASE REPORT view?
NO
TERM REPORT view?
A in /A out REPORT view?
ALARM # 1 next?
..................
NO
..................
ALARM # n next?
RESET ALARMS OK?
YES
Warning # 1 next?
..................
NO
..................
Warning # n next?
RESET Warning OK?
YES
Variable alarm
and report list
YES
NO
YES
YES
YES
Local Controls
msg # 1 next?
..................
..................
YES
msg # n next?
YES
45
Page 54
Section 6: Local Controls
June 2022
Installation, Operation and Maintenance Manual
6.2 CongurationOptions
The XTE3000 actuator can be completely congured via the local interface by means
of a series of menus that can be selected from the alphanumeric display. The operator
can navigate through the different displays by answering YES or NO to the appropriate
prompt (change? OK?, view?, next?, etc.) in the right corner of the lower row of the
alphanumeric display.
To access the menus: set the local selector in OFF and then simultaneously press
OPEN/YES and STOP. The alphanumeric display will now show the present language.
Press YES if the language is correct; if not, press NO to scroll through the list of available
languages and then press YES to when the menu reaches the desired language.
After choosing the language, the next step is the selection between view and set-up mode.
Use “View” mode to see the actuator conguration, and use “Set-up” mode to change
the present conguration. Unauthorized access to the set-up mode is prevented by a
4-character alphanumeric password. The actuator is supplied by Emerson with the default
password “0 0 0 0”.
Once the correct password has been entered, the actuator parameters can be congured.
The current password can also be modied by the “set password” routine in the
Maintenance menu. After entering the new password the old one becomes invalid, so it is
important to record the new password in a secure location for future retrieval.
MAN-02-04-97-0713-EN Rev. 2
The conguration functions (view and set-up mode) are grouped in 4 main menus:
Actuator Set-up, Nameplate, Valve Data, and Maintenance.
Actuator Set-up
This menu includes the routines that allow the actuator to be congured according to the
requested control mode and to the valve it is mounted on.
• Stroke limits
• Torque set-up
• ESD set-up
• PST set-up
• Remote controls
• Local controls
• Output relays
• Positioner *
• Fail-safe *
• Out 4 - 20 mA *
• Interlock
• 2-speed timer
• Bus *
• Miscellaneous
46
The routines with * are only available if the relevant modules are present. If the bus
interface is LonWorks, the “BUS” routine changes to “FDI control”.
Local Controls
Page 55
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Nameplate
This menu includes a series of data identifying the actuator characteristics, service, and
utilization mode. The data are entered by the manufacturer and can only be viewed
(not edited; as such, this menu is only available in View mode).
List of routines:
• serial number
• actuator type
• torque/thrust
• actuator speed
• power supply
• motor data
• test date
• wiring diagram
• enclosure
• certicate
• lubricant
• revision
• torque sensor
Section 6: Local Controls
June 2022
Valve Data
This menu includes a series of data relevant to the valve. The valve manufacturer and end
user should enter the data.
List of routines:
• tag name (max 28 characters)
• serial number (max 28 characters)
• manufacturer (max 28 characters)
• break OP torque (max 28 characters)
• max stem thrust (max 28 characters)
• ange type (max 28 characters)
Local Controls
47
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Section 6: Local Controls
June 2022
Maintenance
This menu includes all diagnostic and historic data which can assist the operator if failures
occur or during maintenance operations. The Maintenance menu also includes the
“Set password” routine.
List of routines:
• Set-up Mode
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
— new password
— clear alarm log
— torque prole reference
— torque curve reference
— clear recent data log
— conguration (backup/restore) (only for XTE3000v2)
— maintenance date
— data logger
— PST reference (only if INTERLOCK = ADVANCED)
— PST cmd (only if INTERLOCK = ADVANCED)
• View Mode
— alarm log
— torque prole
— torque curve
— operation log
— maintenance date
— data logger
The parameters appear on the alphanumeric display in the same order in both view and
set-up mode. At the end of each routine, the program will automatically return to the
beginning of the routine and the operator can choose to either re-enter (by pressing YES)
or move on to a next routine (by pressing NO).
6.3 Entering the View Mode
The existing actuator conguration should be checked before commissioning.
The parameters are congured at the factory according to standard settings, or to
customer requirements. No password is required to access view mode, but no change of
parameters can be made.
• Ensure that mains power is supplied.
• Move the 3-position selector to OFF and then simultaneously press OPEN/YES
and STOP.
• The display shows the present language. Press YES to conrm or NO to scroll
through the list of available languages. Press YES to select a new language
Press YES to conrm.
• Press NO to scroll through the list of available menus (actuator set-up, nameplate,
valve data, maintenance) and then press YES to select the desired menu.
• Press NO to scroll through the list of available routines and press YES to select the
routine where the parameter to be changed is located.
• Press NO to scroll through the list of parameters and press YES to view the value.
48
Local Controls
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Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
6.4 Entering the Set-Up Mode
To change the existing settings or to set stroke limits it is necessary to enter the
correct password.
Ensure that mains power (or the external auxiliary supply) is supplied.
Section 6: Local Controls
June 2022
•
• The display shows the present language. Press YES to conrm or NO to scroll
• Press NO when the message is “VIEW MODE OK?”. Press YES to answer the prompt
• Enter the password. Enter one digit at a time. Press YES if a digit is correct;
• Press NO to scroll through the list of available menus (actuator set-up, valve data,
• Press NO to scroll through the list of available routines and press YES to select the
•
• If the password is wrong, the message “PASSWORD WRONG” appears and set-up
All settings are automatically saved to a non-volatile memory and are retained if electrical
power is removed from the actuator.
Move the 3-position selector to OFF and then simultaneously press OPEN/YES
and STOP.
through the list of available languages. Press YES to select. Press YES to conrm
the chosen language.
“ENTER PASSWORD OK?”.
otherwise, press NO to scroll through the list of available characters and then press
YES when the character is correct. Enter 4 digits. After entering the last digit, the
microprocessor checks the password. If it is correct the messages “PASSWORD
CORRECT” and then “SET-UP MODE OK?” appear. Press YES.
maintenance) and press YES to select the desired menu.
routine where the parameter to be changed is located.
Press YES and NO to answer the prompt on the display and change the parameter.
mode will not available.
All XTE3000 actuators are congured before shipping with a standard default setting
unless alternatives were requested on order. If complications arise during commissioning,
the default setting can be reinstated via the appropriate function in the “miscellaneous”
routine in the actuator set-up menu. The actuator will return to its original conguration
and commissioning can resume.
6.5 Exit from View and Set-Up Mode
The following actions cause the actuator to exit from view and set-up mode:
• Moving the 3-position selector to LOCAL or REMOTE.
• Answering YES when the display asks “EXIT OK?”.
• Pressing YES and NO simultaneously.
• Automatic exit after 90 minutes without any parameter change or view.
• Removal of electrical power from the unit.
Local Controls
49
Page 58
Section 6: Local Controls
June 2022
Figure 54 shows the procedure to enter view and set-up mode.
Figure 54 Enter View and Set-Up Mode
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
TO SETUP
MENU
YES
XTE3000
PASSWORD WRONG
TO VIEW MENU
FROM EXIT?
XTE3000
XTE3000
XTE 3000
PASSWORD CORRECT
SETUP MODE
FROM EXIT?
OK?
YES
XTE3000
0 0 0 “0”
DIGIT 4 OK?
YES
NO
XTE3000
Z K 9 “R”
DIGIT 4 OK?
YES
0 0 “0” 0
DIGIT 3 OK?
YES
NO
XTE3000
Z K “9” 0
DIGIT 3 OK?
NO
XTE3000
OK?
YES
XTE3000
ENTER PASSWORD
OK?
VIEW MODE
NO
YES
XTE3000 XTE3000
OK?
LANGUAGE ENGLISH
XTE3000
OK?
LANGUAGE FRANCAIS
YES
YESNO
XTE3000
0 “0” 0 0
DIGIT 2 OK?
XTE3000
Z “K” 0 0
DIGIT 2 OK?
NO YES
NO
Press
desired
until the
YES
and
then
press
appears
language
STOP
YES
YES
YES
XTE3000
“0” 0 0 0
DIGIT 1 OK?
XTE3000
“Z” 0 0 0
Press NO until the desired character appears and then press YES
DIGIT 1 OK?
NO
Display
XTE3000
XXXXXX OFF
OFF
STOP NEXT?
3-position selector
LOCAL REMOTE
50
Local Controls
Page 59
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Section 7: Set-Up Menu
Figure 55
YES
Section 7: Set-Up Menu
June 2022
XTE3000
XTE3000
XTE3000
XTE3000
EXIT?
CHANGE?
MAINTENANCE
CHANGE?
VALVE DATA
CHANGE?
ACTUATOR SETUP
OK?
OK?
NO
YESYES
Routines:
- Set password change?
- Clear alarm log OK?
- Set torque prole reference O K?
- Set torque curve reference OK?
- Clear recent data log OK?
- Maintenance date change?
- Data logger change?
NO
Routines:
- Tag name change?
- Serial number change?
- Manufacturer change?
- Break OP torque change?
- Break CL torque change?
- Max stem thrust change?
- Flange type change?
NO
YES
Routines:
- stroke limits change?
- torque set-up change?
- ESD set-up change?
- Remote controls change?
- Local controls change?
- Output relays change?
- Positioner * change?
- Fail-safe * change?
- Out 4 - 20 mA * change?
- Interlock change?
- 2-speed timer change?
- Bus * change?
- Miscellaneous change?
Press YES or NO to answer the appropriate prompts (change? OK?, etc.)
NO
NO
NO
NO
YES
3-position selector
Set-Up Menu
XTE3000
OFF
LOCAL REMOTE
XTE3000
XXXXXX OFF
Display
STOP NEXT?
STOP
YES
SETUP MODE
SELECT
NO
TO VIEW MENU
LANGUAGE
ENTER
PASSWORD
LOCAL or REMOTE
YES and NO simultaneously or
To exit from SETUP menu press
move the 3-position selector to
modules are present
1. Routines with * are only available if the relevant
2. Nameplate menu not available in Set-up mode
51
Page 60
Section 7: Set-Up Menu
June 2022
Figure 56 shows the procedure to navigate through the set-up routines.
Figure 56
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
TO
NO
XTE3000
NO
XTE3000
SET
ROUTINE
EXIT?
YES
CHANGE?
MAINTENANCE
MAINTENANCE
YES
PASSWORD
YES
CHANGE?
MAINTENANCE
SET PASSWORD
YES
NO
ROUTINE
................
................
MAINTENANCE
XTE3000
YES
CHANGE?
XXXXXX XXXXXX
NO
DAT E
ROUTINE
MAINTENANCE
XTE3000
MAINTENANCE
YES
CHANGE?
MAINTENANCE DATE
NO
YES
TAG
NAME
ROUTINE
XTE3000 X TE3000
YES
CHANGE?
VALVE DATA
TAG NAME
NO
YES
CHANGE?
VALVE DATA
YES
SERIAL
NUMBER
ROUTINE
XTE3000
YES
CHANGE?
VALVE DATA
SERIAL NUMBER
NO
YES
52
NO
XTE3000
YES
XTE3000
ACTUATOR SETUP
LIMITS
STROKE
ROUTINE
XTE3000
ACTUATOR SETUP
YES
CHANGE?
STROKE LIMITS
YES
CHANGE?
YES
OK?
ROUTINE
SETUP MODE
FROM ENTER
PASSWORD
YES
NO
ROUTINE
................
................
XTE3000
ACTUATOR SETUP
YES
CHANGE?
XXXXXX XXXXXX
YES
NO
ROUTINE
MISCELLANEOUS
ACTUATOR SETUP
XTE3000
YES
CHANGE?
MISCELLANEOUS
NO
Set-Up Menu
Page 61
XTE3000
XTE3000
XTE3000
XTE3000
XTE3000
XTE3000
XTE3000
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Section 8: View Menu
Figure 57 View Menu
YES
Section 8: View Menu
June 2022
NO
OK?
EXIT?
YES
YES
VIEW?
MAINTENANCE
VIEW?
VALVE DATA
Routines:
- Alarm log view?
- Torque prole view?
- Torque curve view?
- Operation log view?
- Maintenance date view?
- Data logger view?
YESYESYES
Routines:
- Tag name view?
- Serial number view?
- Manufacturer view?
- Break OP torque view?
- Break CL torque view?
- Max stem thrust view?
- Flange type view?
NO NO
NO NO
VIEW?
NAME PLATE
Routines:
- Serial number view?
- Actuator type view?
- Torque / Thrust view?
- Actuator speed view?
- Power supply view?
- Motor data view?
- Test date view?
- Wiring diagram view?
- Enclosure view?
- Certicate view?
- Lubricant view?
- Revision view?
- Torque sensor view?
Press YES or NO to answer the appropriate prompts (OK?, view?, next?, etc.)
View Menu
OFF
VIEW?
ACTUATOR SETUP
Routines:
- Stroke limits view?
- Torque set-up view?
- ESD set-up view?
- Remote controls view?
- Local controls view?
- Output relays view?
- Positioner * view?
- Fail-Safe * view?
- Out 4 - 20 mA * view?
- Interlock view?
- 2-speed timer view?
- Bus * view?
- Miscellaneous view?
NO NO
YES NO
OK?
3-position selector
VIEW MODE
NO
TO SETUP
MENU
LOCAL REMOTE
Display
XXXXXX OFF
STOP NEXT?
SELECT
LANGUAGE
STOP
LOCAL or REMOTE
YES and NO simultaneously
To exit from VIEW menu press
or move the 3-position selector to
relevant modules are present.
Routines with * are only available if the
YES
53
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Section 8: View Menu
June 2022
Figure 58 shows the procedure to navigate through the view routines.
Figure 58 Procedure to Move in the View Routines
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
TO
NO
XTE3000
NO
XTE3000
LOG
ALARM
XTE3000
TAG
NAME
XTE3000
ROUTINE
ROUTINE
MAINTENANCE
VALVE DATA
YES
VIEW?
ALARM LOG
YES
TAGE NAME
NO
YES
NO
VIEW?
EXIT?
YES
VIEW?
MAINTENANCE
YES
YES
VIEW?
VALVE DATA
YES
ROUTINE
................
................
XTE3000
SERIAL
NUMBER
YES
MAINTENANCE
XXXXXX XXXXXX
VIEW?
ROUTINE
NO
YES
YES
VALVE DATA
XTE3000
SERIAL NUMBER
NO
VIEW?
DATE
ROUTINE
MAINTENANCE
XTE3000
MAINTENANCE
YES
VIEW?
MAINTENANCE DATE
NO
YES
NO
XTE3000
NO
XTE3000
YES
XTE3000
XTE 3000
NO
NO
SW
VERSION
ROUTINE
YES
YES
XTE3000
ROUTINE
MISCELLANEOUS
XTE3000
YES
VIEW?
NAME PLATE
SW VERSION
NO
YES
VIEW?
ACTUATOR
SETUP
MISCELLANEOUS
NO
SERIAL
NUMBER
ROUTINE
XTE3000
LIMITS
STROKE
XTE3000
YES
VIEW?
NAME PLATE
SERIAL NUMBER
ROUTINE
YES
ACTUATOR
SETUP
STROKE LIMITS
VIEW?
YES
VIEW?
NAME PLATE
YES
YES
VIEW?
ACTUATOR
SETUP
VIEW MODE
YES
FROM
SELECTION
OK?
LANGUAGE
YES
NO
YES
NO
ROUTINE
................
................
XTE3000
ROUTINE
................
................
XTE3000
ACTUATOR
YES
NAME PLATE
XXXXXX XXXXXX
VIEW?
YES
VIEW?
SETUP
XXXXXX XXXXXX
54
View Menu
Page 63
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Section 9: Set-Up Routines
9.1 Actuator Set-Up
9.1.1 Set Stroke Limits
This routine allows the actuator to be congured according to the type of valve it is
mounted on.
The following parameters will be set:
• Opening and closing torque limits: from 40% to 100% of the nominal torque.
The nominal torque corresponding to 100% is set in-house and is stated in the
nameplate menu for reference.
• Close direction: clockwise (CW) or counterclockwise (CCW). Most valves require
clockwise rotation of the stem when viewed from the handwheel. Engage the
manual override and check if the valve closes with clockwise or counterclockwise
rotation of the handwheel.
• Close and open limits type: by position or by torque. Use Table 12 to choose.
Section 9: Set-Up Routines
June 2022
Set-up Procedure
• Engage the manual override and move the valve to the mid-travel position.
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and then enter the password according to the instructions
(refer to “Entering the set-up mode”). When the message displayed is “SET-UP
MODE OK?” press YES. Press YES to select the “Actuator Setup” menu, and then
press YES again to start with the stroke limits routine.
• Press YES if the closing torque limit is correct or press NO to scroll through the list
of available values. When the value is correct, press YES.
• Press YES if the opening torque limit is correct or press NO to scroll through the list
of available values. When the value is correct press YES.
• Press YES if the rotation to close is correct (CW or CCW), or press NO to change.
When the value is correct press YES.
• Press YES to set the close limit, or press NO and then YES to set the open limit.
Close limit type
Press YES if the close limit type is correct (torque or position); otherwise, press NO to
change it. Press YES when the limit type is correct.
Close limit by position
• Move the local selector to LOCAL. The local controls can be used.
• Move the valve to the closed position (via the CLOSE command or via the handwheel).
• Move the local selector to OFF.
• Press YES to conrm.
• Press YES to continue with the open limit setting, or press NO and again NO to
repeat the close limit setting procedure. Press NO and then YES to exit from the
stroke limits routine.
Set-Up Routines
55
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Section 9: Set-Up Routines
June 2022
Close limit by torque
• Move the local selector to LOCAL. The local controls can be used.
• Press the CLOSE control. The actuator will move in the closing direction and when
• Move the local selector to OFF.
• Press YES to conrm.
• Press YES to continue with the close limit setting, or press NO and again NO to
Open limit type
• Press YES if the open limit type is correct (torque or position); otherwise,
• Press YES to conrm.
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
the congured torque value is reached, the motor will stop and the new position
limit is memorized.
repeat the close limit setting procedure. Press NO and then YES to exit from the
stroke limits routine.
press NO to change it.
Open limit by position
• Move the local selector to LOCAL. The local controls become active.
•
Move the valve to the open position (via the OPEN command or via the handwheel).
• Move the local selector to OFF.
• Press YES to conrm.
•
Press YES to exit, or press NO and then YES to repeat the close limit setting procedure.
Open limit by torque
• Move the local selector to LOCAL. The local controls become active.
• Press the OPEN control. The actuator will move in the opening direction and when
the congured torque value is reached, the motor will stop and the new position
limit is memorized.
• Move the local selector to OFF.
• Press YES to conrm.
• Press YES to exit or press NO and then YES to repeat the close limit setting procedure.
If the parameter “direction to close” is changed, both limits (open and close) must be set.
Table 12.
Valve type Close Limit Open Limit
Gate (solid, exible and split wedge), globe,
metal-seated buttery valves
Ball, gate (parallel slide), plug valves, rubber-seated
buttery valves
Linear valves with back-seating on stem Torque or Position Torque
Torque Position
Position Position
56
Before leaving the stroke limits routine the microprocessor calculates the new value of
the position resolution. If the stroke turns are fewer than 2.7, the message “error re-try”
appears and the stroke limits procedure must be repeated.
Set-Up Routines
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Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
9.1.2 Torque Set-up
The output torque limits to close or to open may be congured between 40% and 100% of
the nominal torque stated on the actuator nameplate.
Set-up Procedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and then enter the password according to the instructions
(refer to “Entering the set-up mode”). When the message displayed is “SET-UP
MODE OK?” press YES. Press YES to select the “Actuator Setup” menu, press NO,
and then press YES to select the “Torque Setup” routine.
• Press YES if the opening torque limit is correct; otherwise, press NO to scroll
through the list of available values. Press YES when the value is correct.
• Press YES if the closing torque limit is correct; otherwise, press NO to scroll
through the list of available values. Press YES when the value is correct.
Section 9: Set-Up Routines
June 2022
9.1.3 ESD (Emergency Shut Down) Control
An ESD signal can be connected to the actuator to override any existing command and
drive the valve to a predetermined position. The ESD control is not self-maintained: the
ESD action is only performed if the relevant input is active. The ESD control is active when
the 3-position selector is in REMOTE and no alarm is present.
Function “ESD priority” allows the ESD command to override the following additional
situations: (*) motor thermostat alarm, (*) torque limit tripped, (*) local stop pressed,
3-position selector in LOCAL, 2-speed timer, (*) 3-position selector in OFF.
! WARNING
The user may select ESD to override the situations indicated by (*). If these situations
occur and if “ESD > ...” is congured, the actuator may be damaged. Therefore, selecting
“ESD > ...” will invalidate the warranty.
Congurationprocedure
•
• Press YES if the ESD action is correct, or press NO to scroll through the list of
Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and then enter the password according to the instructions
(refer to “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press YES to select the “Actuator Setup” menu, press NO to scroll
through the list of available routines, and then press YES to select “ESD Setup”.
available options (off, open, close, stay-put, go to position xx %). Press YES to
select the desired option.
Set-Up Routines
• Press either YES or NO to select the signal type (present, absent).
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Section 9: Set-Up Routines
June 2022
• Press YES to change ESD priority with reference to the following signals or status:
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
— (*) Motor thermostat alarm. By choosing ESD > THERMOSTAT, the
ESD action will be carried out even in the event of motor over-heating.
Conversely, if ESD < THERMOSTAT was chosen, the ESD action will not be
performed in the event of motor over-heating.
— (*) Torque limit tripped. By choosing ESD > TORQUE LIMIT, the ESD
action will be carried out even if a torque alarm is present. Conversely,
if ESD < TORQUE LIMIT was chosen, the ESD action will not be performed
while a torque alarm is present.
— (*) Local stop pressed. By choosing ESD > LOCAL STOP, the ESD action
will override the local STOP signal. Conversely, if ESD < LOCAL STOP
was chosen, the ESD action will not be performed if the local STOP
push-button is pressed.
— Local selector in LOCAL. By choosing ESD > LOCAL CONTROLS, the
ESD action will be carried out also when the local selector is in LOCAL.
Conversely, if ESD < LOCAL CONTROLS was chosen, the ESD action will
not be performed if the 3-position selector is in LOCAL.
—
2-speed timer. By choosing ESD > 2-speed timer, the 2-speed timer function
will be inhibited during the ESD action. Conversely, if ESD < 2-speed timer was
chosen, the 2-speed timer function will remain enabled during ESD action.
— (*) Local selector in OFF. By choosing ESD > OFF, the ESD action will
be carried out also when the local selector is in OFF. Conversely, if
ESD < OFF was chosen, the ESD action will not be performed if the
3-position selector is in OFF.
The factory conguration is the following:
action: CLOSE, signal type: PRESENT, priorities: ESD > LOCAL CONTROLS, ESD > 2-SPEED
TIMER, ESD < all other cases.
9.1.4 Remote Controls
The actuator may be remotely controlled by 4, or 3, or 2 wires depending on the
connection made on the terminal board of the actuator.
The following options are available:
•
• 3 wires latched instant reverse: requires 2 momentary signals
• 3 wires momentary: requires 2 push-to-run type signals
• 2 wires open if signal On: requires signal On to open and no signal to close.
• 2 wires open if signal Off: requires signal Off to open and signal On to close.
By selecting the option “Off”, the remote controls are disabled.
4 wires latched: requires 2 momentary signals (since the control is self-maintained)
to open or close and one signal to stop in mid-travel. The action of the stop signal
can be reversed (stop when signal is On [MAKE] or stop when signal is Off [BREAK]).
(since the control is self-maintained) to open or close. A reverse momentary signal
reverses the direction.
(since the control is not self-maintained) to open or close.
58
Conguration should be performed during actuator set-up.
Set-Up Routines
Page 67
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and then enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press YES to select the “Actuator Setup” menu, press NO to
scroll through the list of available routines, and then press YES to select
“Remote Controls”.
• Press YES if the control mode is correct or NO to scroll through the list of available
options: 4 wires, 3 wires, 2 wires, off. Press YES to select the desired option. If 4
wires was chosen, use YES and NO to select the STOP signal; set MAKE to stop
when the signal is on and set BREAK to stop when the signal is off. If “3 wires” was
chosen, use YES or NO to answer the prompt on the display and choose among
“push-to-run” or “latched instant reverse” control modes. If “2 wires” was chosen,
use YES and NO to choose among “open if signal ON” or “open if signal OFF”
control modes.
9.1.5 Local Controls
Section 9: Set-Up Routines
June 2022
This routine allows for:
• Conguration of the control mode by means of the local controls when the
3-position selector is in LOCAL. The available options are “push-to-run AS5-AS6”,
“latched”, “latched with instant reverse”.
• Changing the colors of the LEDs. The following options are available:
— open LED: green or red
— close LED: green or red
— alarm LED: yellow or red
Congurationprocedure
•
Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and then enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press YES to select the “Actuator Setup” menu, press NO to scroll
through the list of available routines, and then press YES to select “Remote Controls”.
• Press YES if the control mode is correct or NO to scroll through the list of available
options: 4 wires, 3 wires, 2 wires, off. Press YES to select the desired option.
If 4 wires was chosen, use YES and NO to select the STOP signal; set MAKE to stop
when the signal is on and set BREAK to stop when the signal is off. If “3 wires” was
chosen, use YES or NO to answer the prompt on the display and choose among
“push-to-run” or “latched instant reverse” control modes. If “2 wires” was chosen,
use YES and NO to choose among “open if signal ON” or “open if signal OFF”
control modes.
Control Mode
Set-Up Routines
• Press YES if the display shows the correct control mode or press NO to scroll through
the list of available options (push-to-run, latched). Press YES to conrm. Option
“push-to-run rel. AS5-6” is used when remote enabling of local commands is required.
With the local selector in LOCAL, pressing the OPEN or CLOSE local push-buttons
causes relays AS5 or AS6 to switch, but no command is sent to the motor. The control
PLC should read the status of the above-mentioned relays and send an open or close
command to the remote inputs (refer to Section 5.6, push-to-run mode; see relevant
electrical diagram when the option is used).
59
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Section 9: Set-Up Routines
June 2022
LED colors
• Press YES if the color of the open LED is correct. Press NO to change it,
and then press YES to conrm.
• Press YES if the color of the close LED is correct. Press NO to change it,
and then press YES to conrm.
• Press YES if the color of the alarm LED is correct. Press NO to change it,
and then press YES to conrm.
9.1.6 Output Relays
Monitor relay
The voltage-free, change-over contacts of the monitor relay indicate that the actuator
is either available for remote control or that a problem or a condition preventing remote
control of the valve exists.
The monitor relay is normally energized and will be de-energized on:
• mains voltage failure
• lost phase
• internal temperature alarm
• K1 contactor failure
• K2 contactor failure
• position sensor failure
• speed sensor failure
• conguration error
• hardware error
• mid-travel alarm
• request signal (available if positioner enabled and request from 4 - 20 mA)
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
60
The following situations can be congured individually to not de-energize the monitor relay
when they occur:
• motor over-temperature
• over-torque
• jammed valve
• LOCAL/OFF selected
• manual operation
• ESD signal on (ESD-EFS)
• low lithium battery (if present)
• LOCAL/STOP pressed
Set-Up Routines
Page 69
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Auxiliary output relays
For status indication or diagnostic purposes, 8 voltage-free contacts of 8 relays are available
to be congured individually to switch upon occurrence of the following conditions:
Status
• open limit
• closed limit
• position >= xx %
• position <= xx %
• closing
• opening
• motor running
• blinker
• mid-travel position
• local selected
• remote selected
• local stop active
• ESD/PST-efs
• manual operation
• interlock PST-icon
• heater (only AS8)
• EFS in Manual (*)
• EFS coil OFF (*)
Section 9: Set-Up Routines
June 2022
Alarm
• motor over-temperature
• over-torque
• over-torque in OP
• over-torque in CL
• valve jammed
• valve jammed in OP
• valve jammed in CL
• low lithium battery (if present)
• mid travel alarm in CL/OP
• mains (only AS8)
• EFS mid travel alarm (*)
Warning
• Warnings
• PST failed (i.e. Partial Stroke Test failure)
The contacts may be congured to make or break on condition. The options with (*) also
appear in the menu, but they are not available on the XTE3000 and XTE3000v2.
Set-Up Routines
61
Page 70
Section 9: Set-Up Routines
June 2022
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Congureoutputrelays
• Press YES to change the monitor relay or NO to change auxiliary relays
Monitor relay
• Press YES or NO to enable or disable the following situations from the
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Select the language and enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press YES to select the “Actuator Setup” menu, press NO to scroll
though the list of available routines, and then press YES to select “Output Relays”.
AS1, 2, 3, 4, 5, 6, 7, 8.
conditions that normally de-energize the monitor relay: motor over-temperature,
over-torque, jammed valve, manual override, ESD signal on, low lithium battery (if
present), local STOP pressed, LOCAL/OFF selected.
Auxiliary relays AS1, 2, 3, 4, 5, 6, 7 and 8
• Press NO to answer prompt “MONITOR RELAY change?”.
• Press YES to change AS1; otherwise, press NO to select the other relays.
• Press YES if the condition associated to AS1 relay is correct; otherwise,
press NO to scrolls through the list of conditions and press YES to set.
• Press YES or NO to either conrm or change the type of contact when
the condition occurs (break, make). Since relay AS8 is a change-over relay
(i.e. not a latching relay like AS1-AS7), this option is not available.
• Press NO to proceed to AS2 and then repeat the procedure for the other relays.
• Press NO to exit.
9.1.7 Positioner
The positioning function is only available in positioning (inching) or modulating XTE3000
actuators and allows for positioning of the valve according to a “position request R%”
command signal.
The positioning function compares the present actuator position % with the position
request R%, and if the difference is greater than the dead band the actuator is driven to
reach the new requested position.
The “position request R%” signal may either be received from the bus or the 4 - 20 mA analog
input. If the XTE3000 is set to receive the position request R% from the bus, the relevant
eldbus interface card must be present; otherwise, a hardware alarm will be generated.
If the XTE3000 is set to receive the position request R% from the 4 - 20 mA generator,
the Ain/Aout card must be present; otherwise, a hardware alarm will be generated.
62
Set-Up Routines
Page 71
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
The following options can be congured via the local operator interface:
Section 9: Set-Up Routines
June 2022
•
Dead band: congurable from “position resolution%” to 25.5% of the maximum
position error. The congured value should be great enough to avoid a “hunting” effect.
• Polarity of the 4 - 20 mA position request signal (see Figure 59): this allows reversal
of the relationship between the 4 - 20 mA input signal and the “position request
R%”, according to the following diagrams. This option is not available when the
XTE3000 is set to receive the “position request R%” from the bus.
• Motion inhibit time: this allows adjustment of the length of the delay time
between two cycles of the motor. It can be congured from 1 to 255 seconds and
allows the user to set the maximum number of starts/hour of the motor.
• % MIN and % MAX, 4 - 20 mA input signal range: this allows a change in the
relationship between the input signal and the position request R%. This function is
useful when a single 4 - 20 mA signal is used to control the position of 2 valves
(e.g. split range applications). This option is not available when the XTE3000 is set
to receive the “position request R%” from the bus.
Figure 59
Input 4 - 20 mA
Polarity: 4 mA = CL
Input request
Input 4 - 20 mA
Polarity: 4 mA = OP
Input request
20 mA
4 mA
0%
Position %
100%
20 mA
4 mA
0%
Position %
100%
The curves in Figure 61 may better clarify the above option:
Example A
With input signal = 4 mA, the position request is 0% and the actuator is driven to close.
With input signal = 20 mA, the position request is 100% and the actuator is driven to open.
With input signal = 12 mA, the position request is 50% and the actuator is driven to reach
position 50%.
Example B
With input signal < 8 mA, the position request is 0% and the actuator is driven to close.
With input signal = 16 mA, the position request is 100% and the actuator is driven to open.
With input signal = 12 mA, the position request is 50% and the actuator is driven to reach
position 50%.
Example C
With input signal = 4 mA , the position request is 100% and the actuator is driven to open.
With input signal = 20 mA, the position request is 0% and the actuator is driven to close.
With input signal = 12 mA, the position request is 50% and the actuator is driven to reach
position 50%.
Set-Up Routines
63
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Section 9: Set-Up Routines
June 2022
Example D
With input signal < 8 mA, the position request is 100% and the actuator is driven to open.
With input signal = 16 mA , the position request is 0% and the actuator is driven to close.
With input signal = 12 mA, the position request is 50% and the actuator is driven to reach
position 50%.
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
• Press YES if the congured value of the Dead Band is correct (from “position
• Press YES if the congured value of the Polarity is correct (4 mA=CL or 4 mA=OP).
• Press YES if the congured value of the Motion Inhibit Time is correct (from 1 to
• Press YES if the congured value of the % MIN is correct (from 0 to 75%). If not,
• Press YES if the congured value of the % MAX is correct (from 25 to 100%). If not,
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Select the language and then enter the password according to the instructions
(refer to Entering the set-up mode). When the message displayed is “SET-UP MODE
OK?” press YES. Press YES to select the “Actuator Setup” menu, press NO to scroll
through the list of available routines, and then press YES to select “POSITIONER”.
resolution %” to 25.5%). If not, press NO to change it and then press YES.
If not, press NO to change it and then press YES.
255 seconds). If not, press NO to change it and then press YES.
press NO to change it and then press YES. The standard value is 0.
press NO to change it and then press YES. The difference between % MAX and %
MIN should be greater than 25%. The standard value is 100.
9.1.8 Fail-Safe
This function congures the actuator action if loss of the 4 - 20 mA input or bus signals
occurs. This action only takes place if the local selector is in REMOTE and if the positioning
function or the bus interface are active. When the 4 - 20 mA or bus signal is restored,
the XTE3000 resumes normal functionality. The Interlock and ESD controls override the
Fail-Safe action according to Figure 60:
Figure 60 Diagram
OP/CL controls
Lowest priority Highest priority
Fail-Safe action Interlocks ESD
64
Set-Up Routines
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Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Figure 61
Section 9: Set-Up Routines
June 2022
Example A
Position request %
100%
0%
Example C
Position request %
100%
0%
Example B
Position request %
Congured values:
% min = 0%
% max = 100%
Polarity : 4 mA = CL
Input signal
100%
0%
Congured values:
% min = 25%
% max = 75%
Polarity : 4 mA = CL
Input signal
4 20 mA 4 8 16 20 mA
Example D
Position request %
Congured values:
% min = 0%
% max = 100%
Polarity : 4 mA = OP
Input signal
100%
0%
Congured values:
% min = 25%
% max = 75%
Polarity : 4 mA = OP
Input signal
4 20 mA 4 8 16 20 mA
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and then enter the password according to the instructions
(see entering the set-up mode). When the message displayed is “SET-UP MODE
OK?” press YES. Press YES to select the “Actuator Setup” menu, press NO to scroll
through the list of available routines, and then press YES to select “FAIL-SAFE”.
• Press YES if the congured ACTION is correct (open, close, stay-put, go to position
xxx%, off). If not, press NO to change it and then press YES.
• Press YES if the congured value of the DELAY is correct (from 0 to 255 seconds).
If not, press NO to change it and then press YES.
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9.1.9 OUT 4 - 20 mA
This routine is only available if the Ain/Aout card is present. With this card, the XTE3000 is
provided with a 4 - 20 mA analog input and a 4 - 20 mA analog output.
The 4 - 20 mA output can be congured to provide a current proportional to either “position”
or “torque”. The polarity option allows reversal of the relationship between the present
position or torque and the 4 - 20 mA output signal, according to the following diagrams:
Figure 62 Diagram
Output: position
Polarity: 4 mA = CL
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Output: position
Polarity: 4 mA = OP
Output mA
20 mA
4 mA
0% 100% 0% 100%
Output: torque
Polarity: 4 mA = CL
Output mA
20 mA
12 mA
4 mA
100% CL 0% 100% OP
Congurationprocedure
Output mA
20 mA
Position %
Torque % Torque %
4 mA
Output: torque
Polarity: 4 mA = OP
Output mA
20 mA
12 mA
4 mA
100% CL 0% 100% OP
Position %
66
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and then enter the password according to the instructions
(see “entering the set-up mode”). When the message of the display is “SET-UP
MODE OK?” press YES. Press YES to select the “Actuator Setup” menu, press
NO to scroll through the list of available routines, and then press YES to select
“Out 4 - 20 mA”.
• Press YES if the output is correct (POSITION or TORQUE). If not, press NO to
change it and then press YES.
• Press YES if the polarity is correct. If not, press NO to change it and then press YES.
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9.1.10 Interlock
The interlock inputs can be used to inhibit the actuator movement in the open or closed
direction. The controls are momentary; the inhibiting action continues while the relevant
signal is present. The interlock controls work when the local selector is in LOCAL or in
REMOTE. The ESD control overrides the interlock controls.
The following options can be congured:
— Interlock OP: active when signal is PRESENT, active when signal is ABSENT,
no action (OFF).
— Interlock CL: active when signal is PRESENT, active when signal is ABSENT,
no action (OFF).
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and then enter the password according to the instructions
(see entering the set-up mode). When the message displayed is “SET-UP MODE
OK?” press YES. Press YES to select the “Actuator Setup” menu, press NO to scroll
through the list of available routines, and then press YES to select “INTERLOCK”.
• Press YES if the congured value of the Open Interlock is correct
(PRESENT, ABSENT, OFF). If not, press NO to change it and then press YES.
• Press YES if the congured value of the Close Interlock is correct
(PRESENT, ABSENT, OFF). If not, press NO to change it and then press YES.
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9.1.11 2-Speed Timer
The “2-speed timer” routine is used to extend the actuator travelling time in the opening
and/or closing direction, by driving the motor via pulses that results in duration (ON and OFF
time) becoming congurable. Pulsing control can be applied to full travel or only a part of it.
Start position and stop position may be adjusted from 0% - 100% separately in opening and
closing direction.
ON time may be adjusted from 2 - 200 seconds and OFF time may be adjusted from
1 - 200 seconds separately in both the opening and closing direction.
Figure 63
Motor
On
time
Start
position %
Off
time
On
time
Off
time
On
time
Off
time
Stop
position %
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Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
• Press YES to change the close direction parameters, press NO, and then press YES
Closing direction
• Press YES if the status is OK, or NO to change. Press YES to conrm
• Press YES if the position value where pulsing control starts is correct; if not, press NO
• Press YES if the position value where pulsing control stops is correct; if not, press NO
• Press YES if the value of the ON time of pulsing control is correct; if not, press NO
• Press YES if the value of the OFF time of pulsing control is correct; if not, press NO
Opening direction
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Select the language and then enter the password according to the instructions (see
“Entering the set-up mode”). When the message displayed is “SET-UP MODE OK?”
press YES. Press YES to select the “Actuator Setup” menu, press NO to scroll through
the list of available routines, and then press YES to select “2-Speed Timer”.
to change only the open direction parameters.
(status = On, enables 2-speed timer operation in closing direction; status = Off,
disables timer operation in closing direction).
to scroll through the list of available values. Press YES when the value is correct.
to scroll through the list of available values. Press YES when the value is correct.
to scroll through the list of available values. Press YES when the value is correct.
to scroll through the list of available values. Press YES when the value is correct.
• Press YES if the status is OK, or NO to change. Press YES to conrm
(status = On enables 2-speed timer operation in opening direction; status = Off,
disables timer operation in opening direction).
• Press YES if the position value where pulsing control starts is correct; if not, press NO
to scroll through the list of available values. Press YES when the value is correct.
• Press YES if the position value where pulsing control stops is correct; if not, press NO
to scroll through the list of available values. Press YES when the value is correct.
• Press YES if the value of the ON time of pulsing control is correct; if not, press NO
to scroll through the list of available values. Press YES when the value is correct.
• Press YES if the value of the OFF time of pulsing control is correct; if not, press NO
to scroll through the list of available values. Press YES when the value is correct.
9.1.12 BUS (or FDI Control)
This routine is only available if a eldbus interface card is present. The routine allows setting
of the most important parameters (node address, termination, etc.) necessary to connect
the actuator to a eldbus. If the XTE3000 was set to work with a eldbus but the relevant
eldbus card is not present, a hardware alarm will be generated. Different interfaces are
available to connect the XTE3000 to different types of eldbus. If the bus interface is
LonWorks, the routine “BUS” changes to “FDI control”. Refer to the specic manuals for
instructions and setting of the above modules.
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9.1.13 Miscellaneous
This includes different types of routines such as “time and date”, “lithium battery”, and
“torque prole”, used only for special applications or in particular conditions.
9.1.13.1 Time and Date
Time and date are used in maintenance functions to associate time information to the
memorized event (torque prole, alarm log, maintenance request, etc.). Time and date
are entered at the time of manufacture, but they can be adjusted during commissioning or
maintenance operations.
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP. Select
the language and enter the password according to the instructions (see “Entering
the set-up mode”). When the message displayed is “SET-UP MODE OK?” press YES.
Press YES to select the “Actuator Setup” menu, press NO to scroll through the list of
available routines, and then press YES to select “Miscellaneous”.
• Press YES to enter the time and date routine.
• Press YES if the time is correct; otherwise, press NO to change it.
• Enter hours, minutes and seconds. Press NO to scroll the list of available values,
and press YES to select.
• Press YES when the time is correct.
• Press YES if the date is correct; otherwise, press NO to change.
•
• Press YES if the date is correct.
Enter day, month, and year. Press NO to scroll the list of available values, and YES
to select.
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9.1.13.2 Torque Limits
Torque limits are used as a reference for the torque alarm and end of travel. With the option
“standard”, the torque limits are constant along the full stroke. The limits can be congured in
the “stroke limits” or “torque set-up” routines and can determine the torque alarm or end of
travel situations. In the same application it is useful to congure 3 different torque thresholds for
each traveling direction, to limit separately the unseating, running, and ending torque. To select
this option, pick “3-point limits” and then follow the torque set-up and stroke limits routines
(see Figure 64).
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP. Select
the language and enter the password according to the instructions (see “Entering
the set-up mode”). When the message displayed is “SET-UP MODE OK?” press YES.
Press YES to select the “Actuator Setup” menu, press NO to scroll through the list of
available routines, and then press YES to select “Miscellaneous”.
• Press NO and then NO to select “torque mode”. Press YES if setting is correct;
otherwise, press NO to change. Press YES when the value is correct.
• Repeat the stroke limits setting routine.
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Figure 64 Actuator Direction: Closing
Closing torque % of nominal
Breakout limit
100% Cl brk% Cl end % 0%
Figure 65 Actuator Direction: Opening
Opening torque % of nominal
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Ending limit
Running limit
Position %
Breakout limit
Running limit
0% Op brk% Op end % 100%
9.1.13.3 Lithium Battery
In the standard version, the actuator is provided with a lithium battery to keep visible the
local position display, to back-up the RTC (real-time-clock) for diagnostic functions, to test
the battery charge, and to update the remote outputs (output relays status when set as
“open limit” or “close limit” and 4 - 20 mA when externally supplied) in case of electrical
power failure and manual override operations.
The program runs the functions relevant to the battery only if the appropriate ag “lithium
battery” is congured with “present”. If the battery is absent or if the above functions are not
requested, the ag “lithium battery” should be congured with “absent”.
Congurationprocedure
Ending limit
Position %
70
•
Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press YES to select the “Actuator Setup” menu, press NO to scroll
through the list of available routines, and then press YES to select “Miscellaneous”.
• Press NO to scroll the list of routines and press YES to select “Lithium Battery”.
Press YES if the setting is correct; otherwise, press NO to change. Press YES when the
value is correct.
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9.1.13.4 Torque Bypass (%)
Since a momentary high torque may be required to unseat certain valves, the torque
bypass routine disables the torque alarm when an open or close command is received and
the actuator is fully open or closed. The torque bypass is expressed as a % of position and is
congurable from 0% to 20%. For example: if a 10% bypass value is set, we may have:
• bypass active in Opening: from 0% to 10%
• bypass active in Closing: from 100% to 90%
To disable torque bypass, congure 0%.
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press YES to select the “Actuator Setup” menu, press NO to scroll
through the list of available routines, and then press YES to select “Miscellaneous”.
• Press NO to scroll the list of routines and press YES to select “Torque Bypass”.
Press YES if the setting is correct; otherwise, press NO to change. Press YES when the
value is correct.
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9.1.13.5 Valve Jammed (Time)
The valve jammed time is used to monitor the following situations:
1. The time passed after receiving an open or close control is greater than the “valve
jammed time,” but the variation in valve position is smaller than 0.5%. The motor is
stopped, the command is cleared and a “valve jammed” alarm indication is generated.
2. The valve is moving, but during valve travel the variation in valve position is smaller
than 0.5% of the time equal to “valve jammed time”. The motor is stopped,
the command is cleared and a “mid-travel alarm” indication is generated.
The valve jammed time is expressed in seconds and can be congured from 0 to 100 seconds.
Congure “0” to disable the routine.
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions
(see “Entering the set-up mode”.) When the message displayed is “SET-UP MODE
OK?” press YES. Press YES to select the “Actuator Setup” menu, press NO to scroll
through the list of available routines, and then press YES to select “Miscellaneous”.
• Press NO to scroll the list of routines and press YES to select “Valve Jammed”.
Press YES if the setting is correct; otherwise, press NO to change. Press YES when the
value is correct.
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Installation, Operation and Maintenance Manual
9.2 Valve Data
The valve data allow identication of the valve and its function in the process. The valve
manufacturer and the end user can enter the data. The following data can be entered:
• Tag name (max. 28 characters)
• Serial number (max. 28 characters)
• Manufacturer (max. 28 characters)
• Break OP torque (max. 28 characters)
• Max stem thrust (max. 28 characters)
• Flange type (max. 28 characters)
9.2.1 Sample Conguration Procedure
Tag name
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions (see
“Entering the set-up mode”). When the message displayed is “SET-UP MODE OK?”
press YES. Press NO to scroll through the list of available menus and then press YES
to select the “Valve Data” menu.
•
• Press YES if the 1st character of the string is correct. Press NO to scroll through the
• Enter up to 28 characters. Enter a blank character, followed by “←” (character left
The conguration of all other valve data items is performed in the same way, by selecting
the relevant item from the list of available routines.
Press NO to scroll the list of available routines and then press YES to select “Tag Name”.
list of available characters. Press YES to select the desired character.
arrow) to mark the end of the string.
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9.3 Maintenance
A large amount of data is stored in the actuator memory and is available for future analysis
or to assist the operator in a maintenance program. The maintenance menu also includes
the set password routine and the potential to modify or start the maintenance functions.
The following data are available:
• new password
• clear alarm log
• torque prole reference
• torque curve reference
• clear recent data log
• conguration (backup/restore) (only for XTE3000v2)
• maintenance date
• data logger
• PST reference (only if INTERLOCK = ADVANCED)
• PST cmd (only if INTERLOCK = ADVANCED)
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9.3.1 Set Password
The actuator is supplied by Emerson with the default password (“0 0 0 0”).
The Set Password routine allows the user to enter a different password consisting of 4
alphanumeric characters. After entering the new password, the old one becomes invalid.
Therefore, it is mandatory to NOT FORGET THE PASSWORD (or store the password in a
secure location) after the default one has been modied. Losing the new password makes it
impossible to enter the set-up menu and to congure the actuator.
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press NO to scroll through the list of available menus and then
press YES to select the “Maintenance” menu.
• Press NO to scroll the list of available routines and then press YES to select
“Set Password”. Press YES again to select “Enter New Password”.
• Enter the new password one digit at a time. Press YES if the digit is correct;
otherwise, press NO to scroll through the list of available characters and
then press YES to select. Enter 4 digits. When the display shows the message
“Password Changed”, the old password is no longer valid.
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9.3.2 Clear Alarm Log
Clear procedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press NO to scroll the list of available menus and then press YES to
select the “Maintenance” menu.
• Press NO to scroll through the list of available routines and then press YES to select
“Clear Alarm Log”.
• Press YES to clear the alarm log.
9.3.3 Set Torque Reference
The set torque prole reference routine allows transfer of the last torque prole to the
reference prole registers. The old reference data are lost and the new data are used as a
new reference torque prole.
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press NO to scroll through the list of available menus and then
press YES to select the “Maintenance” menu.
• Press NO to scroll through the list of available routines and then press YES to select
“Set Torque Reference”.
• Press YES to update the torque reference data.
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9.3.4 Set Curve Reference
The “set curve reference” routine allows selection of 1 of 100 opening and closing torque
curves in the memory of the XTE3000 and to transfer them to the torque curve reference
registers. The old reference data are lost and the new data will become the new torque
curves’ reference (see VIEW mode, Maintenance, Torque Curve, Section 10.4.3).
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and then enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press NO to scroll through the list of available menus and then
press YES to select the “Maintenance” menu.
• Press NO to scroll the list of available routines and then press YES to select
“Set Curve Reference”.
• Press NO to scroll the list and then press YES to select the desired curves
(in opening and closing).
• Press YES to update the torque curve reference.
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9.3.5 Clear Recent Data Log
The clear recent data log routine allows the user to clear the counters of the recent
operation log. This command does not affect the content of the “general operation log”.
The date of the “clear recent data log” is memorized and can be viewed in the maintenance
date routine of the “View” menu.
Clearing procedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press NO to scroll through the list of available menus and press
YES to select the “Maintenance” menu.
• Press NO to scroll through the list of available routines and then press YES to select
“Clear Recent Data Log”.
• Press YES.
• Press YES to clear or press NO to exit.
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9.3.6 Conguration (Backup/Restore)
Only available on XTE3000v2
This routine allows the user to save or restore a copy of the current actuator conguration.
After completing the conguration operations and verifying that they are working
properly, the Backup sub-routine creates a copy of the conguration in the actuator’s
permanent memory. The copy thus created can be used by means of the Restore
sub-routine in the future to return to a known condition to cancel any subsequent changes.
Backup procedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions (see
“Entering the set-up mode”). When the message displayed is “SET-UP MODE OK?”
press YES. Press NO to scroll through the list of available menus and press YES to
select the “Conguration (Backup/Restore)” menu.
• Press NO to scroll through the list of available routines and then press YES to
select “Backup”.
• Press YES to conrm the operation or press NO to exit.
• At the end of the operation the display shows the message “BACKUP DONE” for a
few seconds.
Restore procedure
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June 2022
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions (see
“Entering the set-up mode”). When the message displayed is “SET-UP MODE OK?”
press YES. Press NO to scroll through the list of available menus and press YES to
select the “Conguration (Backup/Restore)” menu.
• Press NO to scroll through the list of available routines and then press YES to
select “Restore”.
• Press YES to conrm the operation or press NO to exit.
• At the end of the operation, the display shows the message “RESTORE DONE” for a
few seconds.
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9.3.7 Set PST Reference
This routine allows the user to select as reference a PST curve among the curves
already stored.
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions (see
“Entering the set-up mode”). When the message displayed is “SET-UP MODE OK?”
press YES. Press NO to scroll through the list of available menus and press YES to
select the “PST reference” menu.
• Press NO to scroll through the list of available routines and then press YES to select
“Sel. curve”.
• Press NO to scroll through the list of the available curves from 1 to 16 considering
that 16 is the index of the last curve, press YES to select the selected curve.
• At the end of the operation the display shows the message “REFERENCE OK” for a
few seconds.
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9.3.8 PST Command
This routine allows the user to execute on the actuator a PST command.
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions (see
“Entering the set-up mode”). When the message displayed is “SET-UP MODE OK?”
press YES. Press NO to scroll through the list of available menus and press YES to
select the “PST cmd” menu.
• In the menu “New base line” select if the PST that is going to be executed is a
reference curve: press NO to scroll through the list of available options “Enabled”
or “Disabled” and press YES to conrm the selection.
• Press YES to conrm the PST execution and follow the instructions on the
local display.
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9.3.9 Set Maintenance Date
The maintenance date routine allows the following operations:
• to set the last maintenance date
• to set the next maintenance date
• to set the start-up date
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press NO to scroll through the list of available menus and then YES
to select the “Maintenance” menu.
• Press NO to scroll through the list of available routines and press YES to select
“Maintenance Date”.
• Press YES to set the last maintenance date. Press NO to skip to “next maintenance date”.
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Last maintenance date
• Press YES if the date is correct; otherwise, press NO to change it.
• Enter day, month, and year. Press NO to scroll through the list of available values;
press YES to select.
• Press YES if the date is correct.
Next maintenance date
• Press YES if the date is correct; otherwise, press NO to change it.
• Enter day, month, and year. Press NO to scroll through the list of available values;
press YES to select.
• Press YES if the date is correct.
Start-up date
• Press YES if the date is correct; otherwise, press NO to change it.
• Enter day, month, and year. Press NO to scroll through the list of available values;
press YES to select.
• Press YES if the date is correct.
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9.3.7 Set Data Logger
The “data logger” routine allows setting of the data logger parameters (see VIEW mode,
Maintenance, Data logger, Section 10.4.6).
To start the data logger the following data should be set:
Table 13.
Logger mode recorder, event, off
Sampling time from 1 to 3600 seconds (the sampling time is only used in recorder mode)
Memory mode
Start date date when the logger starts
Start time time when the logger starts
Congurationprocedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language and then enter the password according to the instructions
(see “Entering the set-up mode”). When the message displayed is “SET-UP MODE
OK?” press YES. Press NO to scroll through the list of available menus and then
press YES to select the “Maintenance” menu.
• Press NO to scroll through the list of available routines and then press YES to select
“data logger”.
• Press YES if the mode is correct; otherwise, press NO to scroll through the list of
modes and press YES to select the desired value .
• Press YES if the sampling time is correct; otherwise, press NO to scroll through the
list of times and press YES to select the desired value.
• Press YES if the memory mode is correct (stop when full or continuous); otherwise,
press NO to change and press YES to select.
• Press YES if the start time is correct; otherwise, press NO to scroll through the list
and press YES to select the desired sampling times (hour, min, seconds).
• Press YES if the start date is correct; otherwise, press NO to scroll through the list
and press YES to select the desired sampling times (day, month, year).
stop when memory is full, continuous (stop after overwriting the memory
5000 times (event) and 10000 times (recorder/T-recorder)
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9.4 Example of Set-Up Routine
9.4.1 Torque Set-Up
Figure 66
OFF
LOCAL
REMOTE
YES
YES
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NO
NO
XTE3000
XXXXXX OFF
STOP NEXT?
STOPYES
SELECT
LANGUAGE
ENTER
PASSWORD
3-position
selector
Display
YES
XTE3000
SETUP MODE
TO VIEW MENU
OK?
NO
XTE3000
ACTUATOR SETUP
CHANGE?
Press
NO
until the
desired
value
appears
and then
press
YES
OPENING TORQUE
60% OK?
NO
OPENING TORQUE
65% OK?
ACTUATOR SETUP
STROKE LIMIT
XTE3000
ACTUATOR SETUP
XTE3000
ACTUATOR SETUP
XTE3000
CHANGE?
YES
YES
YES
XTE3000
ACTUATOR SETUP
TORQUE SETUP
CHANGE?
XTE3000
ACTUATOR SETUP
CLOSING TORQUE
55% OK?
NO
XTE3000
ACTUATOR SETUP
CLOSING TORQUE
70% OK?
YES
YES
TO NEXT
Set-Up Routines
To exit from the SETUP menu, press YES and NO simultaneously or move the 3-position
selector to LOCAL or REMOTE.
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Installation, Operation and Maintenance Manual
Section 10: View Routines
10.1 Actuator Set-Up
The above menu allows the operator to view the present actuator conguration.
No changes may be made to the present data. The following data can be viewed
(see Table 14):
Table 14.
Routine Parameters
Stroke limits
Torque set-up Closing torque limit %, opening torque limit %
ESD control ESD action, signal type, ESD priority
PST set-up PST conguration. Available if INTERLOCK= ADVANCED
Remote controls Control type
Local controls Control type, color of LEDs
Output relays Monitor relay conditions, ASi conditions, contact action
Positioner *
Fail-safe * Action, delay
Out 4 - 20 mA * Output signal (position or torque), polarity
Interlock Signal type in OP, signal type in CL
2-speed timer
Bus * Node address, terminations, etc. depending on eldbus type
Miscellaneous
The routines with * can only be viewed if the relevant electronic cards are present. If the bus interface is
LonWorks, the “BUS” routine changes to “FDI control”. Detailed descriptions of the above routines and their
parameters can be found in Section 9.
Close direction (CW, CCW), close limit type (torque or position),
open limit type (torque or position)
Dead band, motion inhibit time, polarity, %min, %max (%min and %max
are present only if “position request R%” is from 4 - 20 mA input)
Close direction: status, start, stop, on time, off time
Open direction: status, start, stop, on time, off time
Time and date, torque mode, lithium battery, torque bypass %,
valve jammed time
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View Procedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language according to the instructions (see “Entering the view mode”).
When the message displayed is “VIEW MODE OK?” press YES. Press YES to select
the “Actuator Setup” menu.
• Press NO to scroll through the list of available routines and press YES to select.
• Press YES to answer the prompt “view” or “next” and to see the data.
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10.2 Nameplate
Use this menu to view the data identifying the actuator. The data are entered in-house and
can only be changed by the manufacturer. The following data may be viewed:
• Serial number: max. 28 characters, unique identier of the actuator with reference
to the Emerson order acknowledgment.
• Actuator type: max. 28 characters, describes the type of actuator with reference to
the Emerson catalog.
• Torque/Thrust: nominal torque or thrust of actuator.
• Actuator speed: nominal speed of actuator.
• Speed Loop: parameters to set the speed loop (for XTE3000LP (Low Power) only)
• Power supply: nominal voltage and frequency of actuator.
• Motor data: includes the following data relevant to the electrical motor:
— Power type (3ph, 1ph, dc) - Power rating, max. 99.9 kW
— In, max. 99.9 A
— Is, max. 99.9 A/KT (for XTE LP)
— Icc, max 99.9 A/TMax (for XTE LP)
— Duty (S2/15 min, etc.)
— Poles (2, 4, etc.)
— Bettis name, max. 28 characters
— Gear ratio, max. 1000/M.R. Ratio (for XTE LP)
• Test date: date of the in-house functional test of actuator.
• Wiring diagram (WD): wiring diagram number, max 28 characters.
• Enclosure: type of enclosure (Ex d, etc.), max. 28 characters.
• Certicate: number of certicate, max. 28 characters.
• Lubricant: type of lubricant, max. 28 characters.
• Revision: hardware revision of base card, software revision of CPU microprocessor,
software revision of PIC microprocessor, hardware revision of the encoder,
software revision of the encoder.
• Torque sensor: data relevant to the relationship between motor torque and speed.
This set of data also includes the factory torque limit setting, “Torque set CL” and
“Torque set OP”.
Section 10: View Routines
June 2022
View Routines
View Procedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language according to the instructions (see “Entering the view mode”).
When the message displayed is “VIEW MODE OK?” press YES. Press NO to scroll
through the list of available menus and press YES to select the “Nameplate” menu.
• Press YES to answer the prompt “view” or “next” and see the data in the above list.
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10.3 Valve Data
To identify the valve and its function in the process the following data can be viewed:
• Tag name (max. 28 characters)
• Serial number (max. 28 characters)
• Manufacturer (max. 28 characters)
• Break OP torque (max. 28 characters)
• Max stem thrust (max. 28 characters)
• Flange type (max. 28 characters)
The data should be entered by the valve manufacturer or by the end user during
set-up operations.
View Procedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language according to the instructions (see “Entering the view mode”).
When the message displayed is “VIEW MODE OK?” press YES. Press NO to scroll
through the list of available menus and press YES to select the “Valve Data” menu.
• Press YES to answer prompts “view” or “next” and see the data in the above list.
Installation, Operation and Maintenance Manual
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10.4 Maintenance
10.4.1 Alarm Log
View Procedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language according to the instructions (see “Entering the view mode”).
When the message displayed is “VIEW MODE OK?” press YES. Press NO to scroll
through the list of available menus and press YES to select the “Maintenance” menu.
• Press YES to answer the prompt “Alarm log view?”.
• Press YES to scroll through the list of alarms (“Alarms view?”).
• Press NO to move on to “Warnings view?” and then YES to scroll through the
list of Warnings.
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10.4.2 Torque Prole
The torque prole routine gives important information on the actuator working conditions
in comparison with a previously memorized reference prole. The torque prole can
indicate a change in process conditions.
Reference details are retained and the latest torque is expressed as a % of the nominal torque.
At the end of a full stroke in opening or closing, the XTE3000 stores the 3 maximum torque
values in position intervals 0% - 10%, 10% - 90%, 90% - 100% in opening, and the 3 maximum
torque values in position intervals 100% - 90%, 90% - 10%, 10% - 0% in closing. Time and date
of valve strokes are also saved. The above data are updated at the end of every full valve stroke
and the previous data are overwritten. The “set torque reference” function in the SET-UP
MENU, Maintenance, (Section 7), allows saving of the “torque prole” data in the “torque
prole reference” with a date and time. The “torque prole reference” will not be updated
until a new “set torque reference” command is entered. The user can compare the last torque
prole relevant to the last valve stroke with the torque prole reference saved before.
The following denitions will be used:
Section 10: View Routines
June 2022
• Breakout: maximum torque % in position interval 0 - 10% in opening or 100% - 90%
in closing = max. % of torque to unseat the valve.
• Peak running: maximum torque % in position interval 10 - 90% in opening or
90% - 10% in closing = max. % of torque when the valve runs from Breakout to
Ending (maximum mid-travel).
• Ending: maximum torque % in position interval 90 - 100% in opening or 10% - 0%
in closing = max. % of torque to seat the valve.
The following data may be viewed:
Closing torque
• Breakout %
• Breakout reference %
• Peak run %
• Peak run reference %
• Ending %
• Ending reference %
• Date of the last stroke
• Date of reference (same of opening)
Opening torque
• Breakout %
• Breakout reference %
• Peak run %
• Peak run reference %
• Ending %
• Ending reference %
• Date of the last stroke
• Date of reference (same of closing)
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Section 10: View Routines
June 2022
View Procedure
• Move the local selector to OFF and then simultaneously press OPEN and STOP. Select
the language according to the instructions (see “Entering the view mode”). When
the message displayed is “VIEW MODE OK?” press YES. Press NO to scroll through
the list of available menus and press YES to select the “Maintenance” menu.
•
Press NO to scroll through the list of routines and press YES to select “Torque Prole”.
• Press YES to scroll through the list of values.
10.4.3 Torque Curve
The torque curve routine gives important information on the actuator working conditions
in comparison with a previously memorized reference torque curve. It can be used to
perform a detailed analysis of a change in the process conditions.
During a full valve stroke in opening or closing, the XTE3000 measures the torque values
relevant to every 1% of position variation. At the end of the stroke the collected 101 values
(one torque value every 1% of position change) are saved in the XTE3000 memory together
with the time and date of strokes, main voltage, motor temperature, temperature inside the
electronics compartment, and temperature inside the terminal board compartment. Up to
100 curves in opening and 100 curves in closing can be saved. When a new curve becomes
available, the oldest one is canceled and the new one is memorized. The above data are
updated at the end of every full valve stroke. Data relevant to a partial stroke are disregarded.
The function “set curve reference”, in the SET-UP MENU, Maintenance, Section 7, allows
the user to save the full set of data relevant to 1 of 100 “torque curves” in the “torque
curve reference”. The “torque curve reference” will not be updated until a new “set curve
reference” command is entered.
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The user can compare the last 100 torque curves in opening and closing in relation to the
last 200 valve strokes with the torque curve reference saved before.
Table 15 shows the list of saved data for each opening or closing curve:
Table 15.
Date Date of the valve stroke
Time Time of the valve stroke
Temperature
Term temp
Motor temp Temperature of the electrical motor (°C) during the valve stroke
Main voltage Main voltage supply (V) during the valve stroke
Closing/Opening time
Torque 0
Torque 100
Temperature (°C) inside the electronics compartment during the valve stroke
Temperature (°C) inside the terminal board compartment during the valve stroke
Torque value in % of the nominal torque/thrust stated in the Name Plate menu.
In opening “Torque 0” corresponds to position 0% and in closing “Torque 0”
corresponds to position 100%
Torque value in % of the nominal torque/thrust stated in the Name Plate menu.
In opening “Torque 100” corresponds to position 100% and in closing “Torque 100”
corresponds to position 0%
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The amount of data to be viewed is large and the local display can only display one datum
at a time. To use this function, it is recommended to utilize the features of DCMlink via a
PDA or PC. Figure 67 below shows an example of a graph available on the PDA or PC screen,
showing the reference opening torque curve and the latest opening torque curve.
View Procedure
Section 10: View Routines
June 2022
• M
ove the local selector to OFF and then simultaneously press OPEN and STOP. Select
the language according to the instructions (see “Entering the view mode”). When
the message displayed is “VIEW MODE OK?” press YES. Press NO to scroll through
the list of available menus and press YES to select the “Maintenance” menu.
• Press NO to scroll through the list of routines and press YES to select torque curve.
• Press NO to scroll through the list of available curves (from 100 to 1 and reference).
Curve 100 is the latest and curve 1 is the oldest. Press YES to select.
• Press YES to select the opening or closing curve. Press NO to exit.
• Press YES to scroll through the list of values. Press NO to exit.
10.4.4 Operation Log
The operation log consists of different counters and routines that provide information to
assist in the maintenance program. The data are grouped into 2 families: general and recent
data. The general data log collects data from “test date” to “present date”. The test date is
set in-house and can be viewed in the “Nameplate” menu, but cannot be changed.
The recent data log collects data from the last “clear recent data log” date to “present date”.
Command “clear recent data log” is available in the SET-UP MENU, maintenance, Section 7.
This command clears the content of the recent data log and resets the counters to 0.
The old data are lost.
The main differences between “general” and “recent” data log are the following:
• The general data log gives information relevant to the full life of the actuator,
starting from the manufacturing date.
• In the recent data log the same data are collected starting from a date set by the
user. The date may be viewed in the Maintenance Date section.
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June 2022
Figure 67
Table 16 shows the list of data collected by the general and recent data log:
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
Table 16.
General Data Recent Data Log
Opening time Closing time Contactor cycles Contactor cycles
Motor run time Motor run time
No power time No power time
Utilization rate Utilization rate
Temperature min Temperature min
Temperature max Temperature max
Term temp min Term temp min
Term temp max Term temp max
Motor temp max Motor temp max
Thermostat alarms Thermostat alarms
Torque alarms Torque alarms
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View Procedure
Section 10: View Routines
June 2022
•
Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language according to the instructions (see “Entering the view mode”).
When the message displayed is “VIEW MODE OK?” press YES. Press NO to scroll
through the list of available menus and press YES to select the “Maintenance” menu.
• Press NO to scroll through the list of available routines and press YES to select
“
Operation Log”.
• Press YES to select general data or press NO to skip to recent data.
• Press YES to scroll through the list of values.
• Press YES to view the recent data log or press NO to exit.
• Press YES to scroll through the list of values.
Table 17.
General Data
This datum is only available in the general data log. It is updated at the end of
Opening time
Closing time
Contactor cycles
Motor run time This number counts the hours with the motor energized.
No power time This number counts the hours without electrical power.
Utilization rate
Temp. min
Temp. max
Term temp. min
Term temp. max
Motor temp. max This is the highest temperature value (in °C) measured in the electrical motor.
Thermostat alarms
Torque alarms This counts the number of alarms due to high torque in opening and closing.
every full valve stroke of the valve in opening direction. The data of the previous
stroke are lost. It gives the time necessary to the valve to move from the closed
position to the open position, expressed in hours, minutes and seconds.
This datum is only available in the general data log. It is updated at the end of
every full valve stroke of the valve in closing direction. The data of the previous
stroke are lost. It gives the time necessary to the valve to move from the open
position to the closed position, expressed in hours, minutes and seconds.
This number counts the cycles of contactors K1 and K2. The value indicated in
the general data log is also used to generate the “max. contactor cycles” Warning
when the maximum allowable number of cycles of the contactor is reached
(see Section 12.11, Diagnostic Messages). If the main power is DC or single phase
and the actuator supports modulating duty, the counters (general and recent)
are held to 0.
This number % is incremented every 200 full strokes of the actuator.
It reaches 100% after 20,000 full strokes.
This is the lowest temperature value (in °C) measured inside the
electronics compartment.
This is the highest temperature value (in °C) measured inside the
electronics compartment.
This is the lowest temperature value (in °C) measured inside the terminal
board enclosure.
This is the highest temperature value (in °C) measured inside the terminal
board enclosure.
This counts the number of alarms due to high temperature of the electrical motor
and resultant tripping of the motor thermostat.
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Section 10: View Routines
June 2022
10.4.5 Maintenance Date
The routine allows the following dates to be viewed:
• Last date
• Next date
• Start-up date
• Recent log date
(see Table 18 below)
Table 18.
Last date
Next date
Start-up date
Recent log date
This is the date of the previous maintenance operation. This date should be
updated by the user after all maintenance operations (see Section 9.3).
This is the date of the next scheduled actuator maintenance. When the date is
reached, the XTE3000 generates a maintenance request Warning. The date should
be updated by the user after all maintenance operations (see Section 9.3).
This is the date of actuator start-up. During commissioning, the user should
enter the start-up date (see Section 9.3).
This is updated after entering command “Clear recent data log”
(see Section 9.3). This command clears the “recent data log” counters.
The content of “recent log” is updated starting from “recent log date”.
Installation, Operation and Maintenance Manual
MAN-02-04-97-0713-EN Rev. 2
View procedure
•
Move the local selector to OFF and then simultaneously press OPEN and STOP.
Select the language according to the instructions (see “Entering the view mode”).
When the message displayed is “VIEW MODE OK?” press YES. Press NO to scroll
through the list of available menus and press YES to select the “Maintenance” menu.
• Press NO to scroll through the list of available routines and press YES to select the
“Maintenance Date” date routine.
• Press YES to scroll the list of dates.
10.4.6 Data Logger
The “data logger” routine allows collection of different types of data useful for
maintenance or for diagnostic programs. Since the amount of collected data is very large,
the data logger can only be viewed via a PDA or PC. The data can be uploaded from the
XTE3000 to a PDA or PC via a Bluetooth wireless connection.
The local display only allows viewing of congured parameter values
(see also SET-UP menu, Maintenance, Set Data Logger, Section 9.3.7).
The following data can be viewed on the local display:
• Logger mode
• Sampling time
• Memory mode
• Date
• Time
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Data logger modes:
• OFF: the data logger is not active.
• RECORDER mode: the XTE3000 measures and memorizes the following 3 data:
— Main voltage supply (V)
— Motor temperature (°C)
— Temperature inside the electronics compartment (°C)
• T-RECORDER mode: the XTE3000 measures and memorizes the following 3 data:
— Torque in OP/CL
— Motor temperature (°C)
— Voltage
In RECORDER and T-RECORDER mode, the SAMPLING TIME xes the time interval among
two sets of measures. Up to 256 sets of measures (equivalent to 256x4 samples) can be
memorized. The sampling time can be congured from 1 to 3600 seconds. As the memory
becomes full, the recorder stops recording or overwrites the previous data according to the
selected MEMORY MODE (“stop when full” or “continuous”). If “continuous” was selected, as
a new set of measures is achieved the oldest one is canceled and the new one becomes the
latest. Up to 10,000 cycles of full memory overwriting are performed, and then the recorder
stops. In T-RECORDER mode, the recording operation is also stopped if a torque alarm is
raised in opening or in closing. This additional feature allows the user to maintain memory
of the last 256 samples and see the trend of torque, motor temperature, and main voltage
prior to the alarm. A new start of T-RECORDER clears the data stored in the memory. By using
a PDA or PC, the recorded data can be viewed by a graph where time is on the X axis and the
measured data on the Y axis.
Section 10: View Routines
June 2022
Figure 68 below shows a graph with a sampling time of 2 seconds in RECORDER mode
(electronics temperature and motor temperature).
Figure 68 Recorder Mode
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June 2022
Figure 69 shows the data logger in “T-Recorder” mode.
Figure 69 T-Recorder Mode
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T-logger stops recording if a torque alarm is triggered. The last 256 samples remain in the
actuator memory until a new start of the logger is initiated.
• EVENT mode: the XTE3000 detects the type of received command (OPEN or
CLOSE), the source of the command (local controls, remote controls, bus, etc.),
and the date and time of the command. Up to 128 EVENTS can be memorized.
As the memory becomes full, the logger stops memorizing events or overwrites
the previous data according to the selected MEMORY MODE (“stop when full” or
“continuous”). If “continuous” was selected, old events are canceled in place of new
events and the newest event becomes the latest. Up to 50 cycles of full memory
overwriting are possible before the logger stops. The START DATE and START TIME
x date and time to start a recording operation. By using a PDA or PC, the collected
data can be viewed via a graph or event table. The parameter “sampling time” is not
used. Figure 70 shows an example of a report in EVENT mode.
View procedure
•
Move the local selector to OFF and then simultaneously press OPEN and STOP. Select
the language according to the instructions (see “Entering the view mode”). When
the message displayed is “VIEW MODE OK?” press YES. Press NO to scroll through
the list of available menus and press YES to select the “Maintenance” menu.
• Press NO to scroll through the list of routines and press YES to select “Data logger”.
• Press YES to view the MODE, the SAMPLING time, the MEMORY mode, the start
DATE, and the start TIME.
• Press YES to return to the data logger. Press NO to exit.
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Figure 70 Event Mode
10.5 Example of View Routine
Section 10: View Routines
June 2022
10.5.1 View Torque Set-up
Figure 71
LOCAL
OFF
XTE3000
XXXXXX OFF
STOP NEXT?
STOPYES
SELECT
LANGUAGE
REMOTE
3-position
selector
Display
XTE3000
VIEW MODE
TO SETUP MENU
YES
YES YES
OK?
NO
XTE3000
ACTUATOR SETUP
VIEW?
NO
XTE3000
ACTUATOR SETUP ACTUATO R SETUP
STROKE LIMIT
VIEW?
NO
YES
XTE3000
TORQUE SETUP
YES
XTE3000
ACTUATOR SETUP
CLOSING TORQUE
55% NEXT?
YES
XTE3000
ACTUATOR SETUP
NO
VIEW?
View Routines
TO NEXT ROUTINE
To exit from VIEW menu, press YES and NO simultaneously or move the 3-position selector
to LOCAL or REMOTE.
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Section 11: Maintenance
June 2022
Installation, Operation and Maintenance Manual
Section 11: Maintenance
11.1 Standard Maintenance
Approx. every 2 years:
Under normal operating conditions, the XTE3000 requires no formal maintenance;
however, visual inspection for oil leakage or external visible damage is recommended
every two years. When conditions are severe (frequent operation or high temperatures),
inspect the oil level and oil quality more frequently. Replace all seals that permit oil leakage
or water ingress.
! WARNING
Installation, conguration, commissioning, maintenance, and repairs must be performed
by approved and qualied personnel only.
MAN-02-04-97-0713-EN Rev. 2
! WARNING
Before performing service or maintenance operations (unless otherwise indicated), ensure
that power is turned off to the unit to avoid injury and/or damage to equipment.
! WARNING
The actuator is non-intrusive. The control compartment is sealed in dry and clean conditions
and contains no site serviceable components. Do not open it unless absolutely necessary.
Unauthorized access will invalidate the warranty.
CAUTION
!
Using a fastener other than the approved type may result in damage to the actuator or valve.
The following checks will assure optimum performance and can be considered as good
practice in preventive and/or predictive maintenance:
• External visual inspection and general health check.
•
• Electrical enclosures: perform an internal check of the cable glands and tightness
•
• Lubricate the internal components of the coupling block (if present) via the
Electrical enclosures: Check the external parts for possible damage and replace them
immediately if necessary. If the window glass is broken, the complete cover must be
replaced (see Section 13, Parts List and Drawings for individual item numbers).
of cable terminals, and replace the cover O-ring.
Make sure that there are no oil leaks from the actuator housing. Check the oil level;
should be approximately 20 mm from the ll plug. Top-up the oil volume if needed
(see Section 4, Lubrication).
spherical head lubricator using suggested greases (see Section 4, Lubrication).
it
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