Table 5-1 Relay Outputs #1 through #5 Conguration ...................................................... 53
Table 5-2 Relay Output Function List ................................................................................ 54
Installation and Operation Manual
E2K-405-0218 Rev. 3
Table 5-3 Relay Outputs #9 through #12 Conguration .................................................... 56
VI
Table of Contents
Installation and Operation Manual
E2K-405-0218 Rev. 3
Section 1: Important Notes
1.1 User Safety
Safety notices in this manual detail precautions the user must take to reduce the risk of
personal injury and damage to the equipment. The user must read these instructions in
their entirety. Failure to observe these safety notices could result in serious bodily injury,
damage to the equipment, void of the warranty, or operational difculty.
Safety notices are presented as follows:
WARNING:
Alerts user of potential danger; failure to follow the warning notice could result in serious
personal injury or death.
Section 1: Important Notes
September 2018
CAUTION:
Identies precautions the user must take to avoid personal injury or equipment damage.
NOTE:
Highlights information critical to the user’s understanding of the TEC2 valve actuator
installation or operation.
1.2 Purpose
This installation and operation manual explains how to install, operate, and maintain the
TEC2 valve actuator.
TEC2 actuators are intended for automating part-turn and multi-turn valves within the
specied torque ranges for given model.
WARNING:
Read this manual in its entirety before installing, operating, or performing
maintenance on the TEC2 valve actuator.
Use caution when working on, with, or around valves and actuators.
High pressures, forces, voltages, and flammable media can be present.
Failure to follow instructions for proper electrical wiring, storage, setup, and
maintenance may cause serious injury, damage equipment, or void warranty.
Installation, Operation and Maintenance should only be performed by
qualified personnel.
Important Notes
1
Section 1: Important Notes
September 2018
1.3 Storage Procedures
If your actuator cannot be immediately installed, the following procedures are to be
followed. This will ensure optimum performance from your TEC2 actuator. Failure to
comply with recommended procedures could lead to actuator malfunction and will void
the warranty. For storage procedures exceeding one year, contact your local Emerson
Representative for recommendations.
The TEC2 actuator is a double-sealed and inherently weatherproof unit when shipped
from the factory, providing that all compartment covers and cable entry plugs remain
intact. The actuator should be immediately stored in a clean, dry warehouse, free from
vibration and rapid temperature changes, until it can be installed and energized.
If the actuator must be stored outside, it should be stored off of the ground at an
elevation sufcient to prevent it from being immersed in water or buried in snow,
and covered to prevent damage from site debris.
If not attached to a valve, the preferred orientation is with the motor and electrical
compartment horizontal.
If the actuator is mounted on a valve and the valve stem protrudes from the unit,
a suitable stem protector must be installed to prevent drive-sleeve corrosion.
Installation and Operation Manual
E2K-405-0218 Rev. 3
2
Important Notes
Installation and Operation Manual
E2K-405-0218 Rev. 3
Section 2: Quick Start
The Quick Start Section provides step-by-step instructions for initializing the TEC2
actuator. When these instructions are complete, the position limits will be set and the
actuator will be ready for normal operation.
NOTE:
The actuator has been congured as specied by the customer and no further changes
should be required. If full valve data was not provided, actuator will be shipped with
default conguration per Table 4.4, Default Configuration Settings, unless specic
conguration was requested.
WARNING:
Use caution when working on, with, or around valves and actuators.
High pressures, forces, voltages, and flammable media can be present.
Section 2: Quick Start
September 2018
WARNING:
Verify voltage rating on nameplate before connecting power.
2.1 Set Position Limits
1) Power actuator. The alarm message “SET LIMITS BEFORE OPERATING” will be
displayed. The alarm icon and the yellow LED will be ashing. Valve position will be
displayed as “EE%”.
2) The instruction is based on valve being in closed position. If valve is at "Open"
end of travel, you must move the valve in "Close" direction and set a dummy
close limit. Then move back to "Open" and set the open limit. Save the limits.
Proceed as follows to set the limits. See Section 5.5.3, Set Valve Travel Limits
for additional details.
A) Enter the “SETUP” mode.
1) Place the selector knob in the STOP position.
2) Rotate the control knob to YES, then NO, then YES, then NO in
rapid succession and then release. The Setup icon will be displayed
on the display module and “SETUP?” will be displayed on the
message center.
3) Rotate the control knob to YES. “SET LIMITS BEFORE OPERATING” will be displayed on the message center.
4) Rotate the control knob to the LOCAL position. The message
“CLOSE VALVE THEN SELECT STOP” will be displayed.
Quick Start
B) Set close valve travel limit.
3
Section 2: Quick Start
September 2018
Installation and Operation Manual
E2K-405-0218 Rev. 3
CAUTION:
It is recommended the valve be positioned using the handwheel while setting
the limits to prevent valve damage.
1) Valve Operation
A) For Electrical Operation use the control knob to move
the valve in the close direction. Proceed to Step No. 2.
B) For Manual Operation depress the declutch lever while
rotating the handwheel until the clutch is fully engaged.
Release the lever. The clutch will be retained in the
handwheel mode by spring-loaded latches. Verify the
valve is fully closed. Move the valve in the open direction
for one handwheel turn to allow for coasting of the motor.
2) When the desired close position is reached, place the selector
knob in the STOP position. “ACCEPT CLOSE LIMIT?” will
be displayed.
3) Rotate the control knob to YES. “SELECT LOCAL AND OPEN VALVE” will be displayed. The close limit is set.
C) Set open valve travel limit.
1) Valve Operation
(1) For Electrical Operation use the control knob to move
the valve in the open direction. Proceed to Step No. 2.
(2) For Manual Operation depress the declutch lever
while rotating the handwheel until the clutch is fully
engaged. Release the lever. The clutch will be retained
in the handwheel mode by spring-loaded latches. Verify
the valve is fully opened. Move the valve in the close
direction for one handwheel turn to allow for coasting of
the motor.
2) When the desired open position is reached, place the selector
knob in the STOP position. “ACCEPT OPEN LIMIT?” will
be displayed.
3) Rotate the control knob to YES. “SAVE LIMITS?” will be displayed.
4) Rotate the control knob to YES.
4
Quick Start
Installation and Operation Manual
Model 500 Enclosure
E2K-405-0218 Rev. 3
The position limits are now set. The actuator will operate in the normal LOCAL and
REMOTE modes.
NOTE:
The user is not required to exit setup after setting limits for the rst time. At the completion
of setting the limits, the actuator should be in the “STOP” mode and the valve should be at
its open limit. The LDM should display “100%,” and the red LED should be ON. The graphics
display of the valve should represent full open.
Figure 2-1 Declutch Lever and Handwheel
Declutch Lever
Section 2: Quick Start
September 2018
Hand Crank
Handwheel
TEC2000/TEC2 Enclosure
Declutch Lever
TEC2000/TEC2 Enclosure
Declutch Lever
Quick Start
Discontinued
5
Figure 2-2 Setting Limits
Electrical Operation
Section 2: Quick Start
September 2018
Figure 2-2 Setting Limits - Electrical Operation
Installation and Operation Manual
E2K-405-0218 Rev. 3
Are Limits Set?
NO
Set Local and
Close Valve
LOCAL (BACK)
Close Valve
Then Select
Use Control Knob
to Move Valve to
“Close” direction.
When done, select
“STOP”.
STOP
STOP
Accept
Valve
Close
Limit?
NO
Open Valve
Then Select
STOP
Accept
Valve
OPEN
Limit?
YES
Save
Limits?
NO
Open Valve
Use Control Knob
to Move Valve to
“Open” direction.
When done, select
“STOP”.
LOCAL (BACK)
YES
Set Local
And
YES
Rotate Selector
Knob “NEXT” to
Toggle Through
The Displays.
NEXT
EXIT?
YES
To Normal Display
NO
6
Quick Start
Installation and Operation Manual
Figure 2-3 Setting Limits
Manual Operation
E2K-405-0218 Rev. 3
Figure 2-3 Setting Limits - Manual Operation
Section 2: Quick Start
September 2018
Are Limits Set?
NO
Set Local and
Close Valve
LOCAL (BACK)
Then Select
Declutch actuator.
Rotate handwheel to
“Close” position limit.
When done, select
“STOP”.
STOP
Close Valve
STOP
Accept
Valve
Close
Limit?
Open Valve
Then
Select “STOP”
STOP
Accept
Valve
OPEN
Limit?
NO
YES
NO
Save
Limits?
Open Valve
Declutch actuator.
Rotate handwheel to
“OPEN” position limit.
When done, select
“STOP”.
LOCAL (BACK)
Set Local
And
YES
YES
Rotate Selector
Knob “NEXT” to
Toggle Through
The Displays.
NEXT
EXIT?
YES
To Normal Display
NO
Quick Start
7
Section 2: Quick Start
September 2018
2.2 Network Setup
This is only applicable if the Controlinc Auxiliary Control Module (ACM) and the
Communication Adapter Module (CAM) are installed and enabled. These instructions
assume all parameters have been set with the exception of the network node address.
1. Remain in the “SETUP” mode.
2. Select NEXT to advance through the displays until “NETWORK SETUP?” appears.
3. Rotate the control knob to YES. “NETWORK NODE ADDRESS XXX” appears.
4. Rotate the control knob to NO to increment the address numbers. Hold in the NO
position until the desired address is reached.
NOTE:
If the desired address is a lower number than what is displayed, continue to
increment the numbers until the highest numbered address is reached.
The address numbers will then start with the lowest numbered address
and continue to increment.
Installation and Operation Manual
E2K-405-0218 Rev. 3
5. When the correct address is displayed, rotate the control knob to YES.
2.3 Check Settings
1. Operate the valve to the fully close position.
2. Verify the green LED is ON (default setting) and 0% is displayed.
3. Operate the valve to the fully open position.
4. Verify the red LED is ON (default setting) and 100% is displayed.
8
Quick Start
Installation and Operation Manual
Model 500 Enclosure
E2K-405-0218 Rev. 3
Section 3: Installation
WARNING:
Failure to follow instructions for proper electrical wiring, storage, setup, and
maintenance may cause serious injury, damage equipment, or void warranty.
WARNING:
Use caution when working on, with, or around valves and actuators.
High pressures, forces, voltages, and flammable media can be present.
3.1 Preparing the Stem Nut
NOTE:
The actuator can be direct mounted to the valve shaft or stem, or can be close coupled to
the auxiliary gear drives. See Appendix for the appropriate drawings.
Section 3: Installation
September 2018
Figure 3-1 Preparing the Stem Nut
TEC2000/TEC2 Enclosure
Installation
Discontinued
9
Section 3: Installation
September 2018
1. Unscrew Locknut (piece #55) while holding Bronze Stem Nut (piece #54) or Steel
2. Lubricate Stem. Run Stem Nut (piece #54) down Stem to verify Acme thread t.
3. Model 3000-8000 may include thrust base assemblies. See Appendix for instructions.
Bore and Key Bushing. Remove the Stem Nut and Key (piece #52).
Remove Stem Nut (piece #54) and set aside.
Installation and Operation Manual
3.2 Mechanical Installation onto the Valve
1. Lower actuator over Stem onto valve ange.
2. Insert the screws through the valve ange into the actuator and engage at least
one full screw diameter deep into the bottom base.
3. Tighten to a preload.
See Appendix for common bolt tightening torques.
NOTE:
Mounting screws are provided only if Emerson supplied the adapter. Verify screws are
through the adapter; engage a minimum of one screw diameter deep into the actuator
base.
E2K-405-0218 Rev. 3
4. Screw the Stem Nut (piece #54) onto the Stem until it enters the Drive Sleeve.
5. Place Key (piece #52) in line with the Drive Sleeve Keyway. Insert Key (piece #52).
6. Turn the handwheel in the Open direction to pull the Stem Nut (piece #54) into
the Drive Sleeve until it bottoms out.
NOTE:
Valve will begin to open.
7. Place the Locknut (piece #55) over the Valve Stem. Screw the Locknut (piece #55) rmly into place against the top of the Stem Nut (piece #54)
using a drift to tighten.
8. Use a number 30 (0.1285) drill bit: drill a hole 3/4 inch (19mm) deep into the
Drive Sleeve assembly threads for the Locknut Lockpin (piece #56).
Use the groove in the Stem Nut Locknut threads as a guide.
9. Install Locknut Lockpin (piece #56) into drilled hole to prevent the
Stem Nut Locknut (piece #55) from working loose and turning.
NOTE:
When installing, the Locknut Lockpin (piece #56) should extend 1/4 inch (6mm) inch
above the Drive Sleeve assembly to allow for easy removal.
10
CAUTION:
Locknut must be screwed very tightly against stem nut.
Installation
Installation and Operation Manual
Model 500 Enclosure
E2K-405-0218 Rev. 3
3.3 Electrical Connections
3.3.1 Remove Separate Terminal Chamber (STC) Cover
WARNING: BEWARE OF MULTIPLE POWER SOURCES
Verify power is disconnected before removing STC Cover.
Multiple power sources may exist under the cover.
NOTE:
Valve actuator requires a circuit breaker within the line of sight, sized for the
motor currently specied on the nameplate.
See Appendix Section A.7, for the circuit breaker options.
Remove cover with a strap wrench, drift, or pinch bar by rotating the
cover counterclockwise.
Section 3: Installation
September 2018
Figure 3-2 Removal of STC Cover
TEC2000/TEC2 Enclosure
Discontinued
Installation
11
Section 3: Installation
September 2018
3.3.2 Sealing Cable/Conduit Entries
3.3.3 Recommended Terminal Connections
Installation and Operation Manual
E2K-405-0218 Rev. 3
Seal the cable and conduit entries in accordance with the National Electric Code
or your country standard and applicable local codes. All conduit entries should be
sealed against the site environment. All unused conduit entries must be sealed
with threaded metal plugs.
The TEC2 terminal block connectors are wire binding screw connectors with rising
captive plates. Connections can be made one of three ways:
• Strip and connect bare wire.
• Strip and install wire ferrule.
• Strip and install crimp-on insulated or non-insulated ring or fork-tongue
connectors for either M3 control signal terminal block screws or M4 power
terminal screws.
1. Loosen terminal block connectors L1, L2, L3 and GND screws with a
common or Phillips head screwdriver.
2. If bare wire is being used, strip insulation a maximum of 0.4 inch (10 mm).
3. Insert wire or wire lug under terminal block connector screw clamps
and tighten.
Figure 3-3 details power terminal size and length of bare wire strip. Figure 3-4
details control terminal size and length of bare wire strip.
12
Installation
Installation and Operation Manual
E2K-405-0218 Rev. 3
Figure 3-3 Control Terminal Connections
Figure 3-4 Power Terminal Connections
Section 3: Installation
September 2018
3.3.4 Cable Connections
1. Connect the main power supply cables, including the earth/ground wire
using #1 Phillips or 3/16 inch (5mm) slotted tip screwdriver.
2. Attach earth/ground wire to internal ground lug using 1/4 inch #11
slotted screwdriver.
3. Use the barrier strip clamp screws to connect the control wires.
4. Ensure all connections are hand tight, including any unused
terminal connections.
The main power supply and ground wire connections are screw size M4.
The control connection screw size is M3.
3.3.5 Replace Terminal Compartment Cover
To replace the cover, follow the steps detailed in Section 3.3.1, Remove Separate
Terminal Chamber (STC) Cover in reverse order.
NOTE:
Clean electrical enclosure threads thoroughly and lightly grease with a dielectric
grease before closing.
3.3.6 External Earth/Ground Connections
External connection points are provided on the actuator motor and main gear
housing for attaching earth/ground in accordance with local electric codes for
installation cables.
Installation
Connect the external earth/ground connection as follows:
1. Using a 1/4 inch (6mm) slotted tip screwdriver back out the 5/16 inch
(8mm) set screw.
2. Connect 14 AWG or larger earth/ground wire; tighten setscrew.
13
Section 3: Installation
September 2018
Installation and Operation Manual
E2K-405-0218 Rev. 3
Figure 3-5 Earth/Ground Connection
3.4 Display Backup Module (DBM) – Optional
The DBM is a battery pack containing two 9V Lithium battery clips. This battery pack
provides power to the electronics, but does not power the motor control circuits or the 24
Vdc power supply. When using this option, all latching-type relays on the standard unit and
the Auxiliary Relay Module (ARM) will continue to operate. This option permits testing or
setting up the actuator without applying main power.
The DBM can be provided as an option with the TEC2 or it can be purchased later.
If purchased separate, install as follows. If provided with the TEC2, proceed with
Step No. 2 to activate.
1. Mount the DBM under the Auxiliary Control Module (ACM) on the cover plate
and connect to the Central Control Module (CCM) via a 3-wire cable.
2. Enable battery backup in the setup menu, refer to Section 5,Customized Actuator Settings.
14
Installation
Installation and Operation Manual
E2K-405-0218 Rev. 3
NOTE:
The battery should not be enabled until the unit is eld commissioned and ready for
power to be applied.
The battery can only be replaced with an Ultralife U9VL 9V battery. To prevent losing the
clock settings, install one new battery before removing one old one. Two batteries can be
installed for extended life.
3.5 Discrete Controlled Inputs
The actuator can be controlled by discrete inputs: two-wire control, three-wire control,
four-wire valve control. Connect the power for these discrete inputs as detailed in
Figure 3-6, Control Input Wiring for external and internal power source.
Figure 3-7 details connections for Inhibit and ESD wiring. See Section 3.3,
Electrical Connections for general electrical connection requirements.
Section 3: Installation
September 2018
Figure 3-6 Control Input Wiring
A. External Power Supply
B. Internal Power Supply
Installation
15
A. External Power Supply
B. Internal Power Supply
5
6
7
8
Z
Open Inhibit
Close Inhibit
ESD
Open Inhibit
Close Inhibit
ESD
0V common
External
Power
Supply
18-150 VDC
or
20-250 VAC
+
-
0V common
5
6
7
8
+24 VDC
10
9
Internal
Power
Supply
Section 3: Installation
September 2018
Figure 3-7 Inhibit and ESD Wiring
Installation and Operation Manual
E2K-405-0218 Rev. 3
NOTE:
See Section 3.6.2, Analog Controlled - Power Supply Connections for 3 wire analog.
Figure 3-8 TEC2 Partial Stroke Test (PST) Wiring Diagram
TEC2 STC Connections PST Box
Stop/PST
Common
3
4
RO #3
Common
RO #4
0 VDC
24 VDC
14
15
16
10
9
Green Light
(PASS)
Red Light
(FAIL)
PST Start
16
Installation
Installation and Operation Manual
E2K-405-0218 Rev. 3
Section 3: Installation
September 2018
3.6 Auxiliary Control Module (ACM) – Optional
The ACM is an optional module used to expand the functionality of the TEC2 actuator.
There are several versions of the ACM available: Futronic, Controlinc, and Auxiliary Relay
Module (ARM). The Futronic ACM may be used alone or with the ARM stacked on top.
The Controlinc ACM is used with a Communication Adapter Module (CAM). The ARM may
also be installed alone. Each ACM can be supplied with the TEC2 actuator or provided later
as an upgrade.
The ACM has two 4-20mA analog input and two 4-20mA analog outputs. Only one of
the analog input could control at any time. Both of these inputs are congurable. Analog
Output #1 is position feedback and Analog Output # 2 is torque. By default, the two analog
outputs are used for valve position and torque feedback.
The Controlinc ACM has two analog inputs and two analog outputs. The analog inputs and
output may be used for generic data acquisition and control by the network host or for the
closed loop control. The ACM is normally congured to allow the host to control the analog
output; the host can write a 12-bit value between 0-4095 via the network to generate a
4-20mA output.
3.6.1 Wiring the ACM
ACM modules may be installed only by factory-trained technicians. Only one
Futronic or Controlinc ACM can be installed at a time inside the round cover
nearest the display end. The Futronic or Controlinc ACM connects to the Central
Control Module (CCM) for logic control functions and to the Separate Terminal
Chamber (STC) for user wiring connections.
To wire the ACM, connect the wires in accordance with Figure 3-9 and Figure 3-10 as applicable. See Section 3.3, Electrical Connections for general electrical
connection requirements.
Figure 3-9 ACM Wiring Connections - ACM (Analog Control Module)
Alternate
Function
User Power Supply 24VDC Power Supply
Relay Output #1 Limit Switch Open (LSO)
Relay Output #2 Limit Switch Close (LSC)
Relay Output #3 Intermediate Limit A (LSA)
Relay Output #4 Intermediate Limit B (LSB)
All Analog I/O are Isolated,
Loop Powered
with Channel to Channel Isolation
Network Port A
CAM Option
Network Port B
ACM_CAM Op
Notes:
1. All digital inputs have an input voltage range of 18-150 Vdc or 20-250 Vac.
2. All digital relay outputs are rated for 5 A @ 30 Vdc or 5 A @ 250 Vac
Resistive, 2 A Inductive load.
3. Jumpers can be added between Terminals 8 and 10, Terminals 32 and 34,
Terminals 36 and 38, and Terminals 40 and 42 but are not required.
4. Emergency Stop requires jumper (between Terminals 20 and 22) or
normally closed contacts (actuator stops when contacts open).
5. Remote display communication port is RS-485.
6. If bare wires (without terminals) are connected, remove a maximum of
1/4 inch (6 mm) insulation.
Figure 3-11 ACM Wiring Connections
ACM Wiring
Terminals
25 to 44
18
Installation
Installation and Operation Manual
E2K-405-0218 Rev. 3
3.6.2 Analog Controlled – Power Supply Connections
The power sources for analog controlled inputs/outputs are either internal
or external. Connect the power supplies as shown in Figure 3-12 through
Figure 3-17.
Figure 3-12 ACM – Analog Output with External Power Supply
Section 3: Installation
September 2018
Figure 3-13 ACM - Analog Output with Internal Power Supply
Installation
19
--
Earth
Section 3: Installation
September 2018
Installation and Operation Manual
E2K-405-0218 Rev. 3
Figure 3-14 ACM – Analog Input with External Power Supply
+
+
+
-
24 VDC
-
25
+
-
-
AIN#1
26
27
28
+
-
AIN#2
29
Earth
Figure 3-15 ACM– Analog Input with Internal Power Supply
9
10
25
26
27
28
29
+
24 VDC
-
+
-
+
-
+
AIN#1
AIN#2
+
20
Installation
Installation and Operation Manual
Internal Power Supply
Common 0v
External Power Supply
Common 0v
Earth Ground
29
E2K-405-0218 Rev. 3
Figure 3-16 Futronic – 3 Wire Analog Control with External Power Supply
3-Wire
Open
Close
25
26
Open
1
Close
2
3
Toggle
4
4-20mA Position
Set Point
(+)
(+)
(-)
(-)
AIN#1
External
Power
Supply
(+)
18-150VDC
Z
or
20-250VAC
(-)
(+)
External 24VDC Input
(-)
Section 3: Installation
September 2018
Figure 3-17 Futronic – 3 Wire Analog Control with Internal Power Supply
Open
Close
3-Wire
1
2
3
4
9
Open
Close
Toggle
(+)
(-)
24VDC
Internal
Power
Supply
4-20mA Position
Set Point
(+)
10
(+)
(-)
25
(-)
AIN#1
26
29
Earth Ground
Installation
21
Section 3: Installation
September 2018
3.6.3 Network Controlled
Installation and Operation Manual
E2K-405-0218 Rev. 3
For the actuator to be network controlled, a Controlinc ACM and a Communication
Adapter Module (CAM) must be installed. Each CAM is required for a specic
protocol and network topology, and enables the network capability. To install the
Controlinc ACM see Section 3.6.1, Wiring the ACM.
NOTE:
Factory personnel must install the ACM and CAM. These modules (CAMs) may be
installed in the eld only by factory-trained technicians using a special passcode to
enter the “FACTORY SETUP” mode.
Connect the actuators as shown in Table 3-1 for RS-485 redundant bus or E>Net
networks. If another protocol is selected then refer to the wiring diagram supplied
with the actuator for connections.
NOTE:
If E>Net network topology is specied, insert a jumper between Terminals 40 and
42 to connect the network cable shield throughout the network and connect a
single point earth/ground elsewhere.
See Section 3.3, Electrical Connections for general electrical
connection requirements.
Table 3-1. Connecting Actuator A to Actuator B
Terminal BlockFunction
39 Data Port A (+)
41Data Port A (-)
40Shield
43Data Port B (+)
44Data Port B (-)
42Shield
22
Installation
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