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Installation and Operation Manual
E2K-405-0218 Rev. 2
February 2018
TEC2 Electric Actuator with Model 500
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Installation and Operation Manual
E2K-405-0218 Rev. 2
Table of Contents
February 2018
Table of Contents
Table of Contents
Section 1: Important Notes
1.1 User Safety .................................................................................................... 1
1.2 Purpose ......................................................................................................... 1
1.3 Storage Procedures ....................................................................................... 2
Section 2: Quick Start
2.1 Set Position Limits ......................................................................................... 3
2.2 Network Setup .............................................................................................. 8
2.3 Check Settings .............................................................................................. 8
Section 3: Installation
3.1 Preparing the Stem Nut ................................................................................. 9
3.2 Mechanical Installation onto the Valve ........................................................ 10
3.3 Electrical Connections ................................................................................. 11
3.3.1 Remove Separate Terminal Chamber (STC) Cover ............................. 11
3.3.2 Sealing Cable/Conduit Entries .......................................................... 12
3.3.3 Recommended Terminal Connections .............................................. 12
3.3.4 Cable Connections ........................................................................... 13
3.3.5 Replace Terminal Compartment Cover ............................................. 13
3.3.6 External Earth/Ground Connections ................................................. 13
3.4 Display Backup Module (DBM) – Optional ...................................................14
3.5 Discrete Controlled Inputs...........................................................................15
3.6 Auxiliary Control Module (ACM) – Optional ................................................. 17
3.6.1 Wiring the ACM ................................................................................ 17
3.6.2 Analog Controlled – Power Supply Connections ............................... 19
3.6.3 Network Controlled .......................................................................... 22
3.7 Auxiliary Relay Module (ARM) Wiring .......................................................... 23
3.8 Remote Display Module (RDM) Connection to the Actuator – Optional ....... 25
3.8.1 24 Vdc Power Source ........................................................................ 26
3.8.2 115/230 Vac Power Source ............................................................... 27
3.8.3 Two RDMs (One 24 Vdc and One 115/208/220/230
Vac Power Source) ............................................................................ 27
3.8.4 RDM Connections and Dip Switch Settings ....................................... 27
Section 4: Operation
4.1 Local Display Module Display Module with Bluetooth® -
Model 87340. ............................................................................................. 29
4.1.1 Graphics Display and Message Center ...............................................30
4.1.2 Control Knob and Selector Knob ....................................................... 30
4.1.3 LEDs ................................................................................................. 30
4.1.4 Normal Display Function .................................................................. 31
4.2 Remote Display Module (RDM) Display Module with Bluetooth® -
Model 87340............................................................................................... 32
4.2.1 RDM Operation with LDM ................................................................. 32
4.3 Initializing the Actuator ............................................................................... 33
4.3.1 Setting Position Limits ...................................................................... 33
4.3.2 View Existing Settings ...................................................................... 33
4.4 Local Control Operation .............................................................................. 37
4.5 Remote/Auto Control Operation ................................................................. 38
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Table of Contents
Section 5: Customizing Actuator Settings
5.1 Entering Setup Mode ..................................................................................40
5.2 Setting Limits .............................................................................................. 42
5.3 Changing Display ........................................................................................42
5.4 Displaying Unit Parameters ......................................................................... 43
5.5 Change Settings .......................................................................................... 45
5.5.1 Passcode Entry ................................................................................. 47
5.5.2 Valve Control Setup .......................................................................... 48
5.5.3 Set Valve Travel Limits ......................................................................50
5.5.4 Discrete Input Setup ......................................................................... 52
5.5.5 Discrete Output Setup ...................................................................... 53
5.5.6 Inhibit and ESD Setup ....................................................................... 56
5.5.7 Two-Speed Timer Setup ................................................................... 58
5.5.8 Analog Setup (ACM Required) .......................................................... 59
5.5.9 Network Setup (CAM and Controlinc ACM Required) ........................ 65
5.5.10 Tag Name Setup ............................................................................... 68
5.5.11 Passcode Setup ................................................................................ 69
5.5.12 Reload Factory Settings .................................................................... 71
Section 6: Troubleshooting
6.1 Troubleshooting Problems/Corrective Action for Actuator Operation ......... 72
6.2 Display Diagnostics ..................................................................................... 73
6.2.1 Display Alarm Log ............................................................................. 74
6.2.2 Display Torque Prole ....................................................................... 75
6.2.3 Display Torque Archive ..................................................................... 76
6.2.4 Display Operation Log ...................................................................... 76
6.2.5 Display Operation Archive ................................................................ 77
6.2.6 Display Hardware ............................................................................. 77
Section 7: Maintenance
7.1 Maintenance Schedule ................................................................................ 79
7.2 Lubrication .................................................................................................. 79
7.3 Pressure Relief ............................................................................................. 79
7.4 Fuse Replacement ....................................................................................... 79
7.5 Lifting ......................................................................................................... 80
7.6 Battery Disposal ......................................................................................... 80
7.7 Cleaning of LDM .......................................................................................... 80
7.8 Improper Use .............................................................................................. 80
7.9 Battery Replacement – “Clicker” .................................................................. 80
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Table of Contents
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Table of Contents
Section 8: Regulatory Information
Appendix A:
A.1 Exploded View (Model-500 Torque Unit Only) ............................................. 82
A.2 M-500 with Thrust Base Installation Drawing .............................................. 83
A.3 Module Identication and Location ............................................................. 85
A.4 Infrared Controller (IRC) – “Clicker” ............................................................. 86
A.5 IrDa Port ..................................................................................................... 87
A.6 Disconnect - Circuit Breaker ........................................................................ 87
A.7 Common Bolt Tightening Torques ............................................................... 89
A.8 Bluetooth Specications..............................................................................91
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Table of Contents
List of Figures
Figure 2-1 Declutch Lever and Handwheel ......................................................................... 5
Figure 2-2 Setting Limits – Electrical Operation .................................................................. 6
Figure 2-3 Setting Limits – Manual Operation .................................................................... 7
Figure 3-1 Preparing the Stem Nut .................................................................................... 9
Figure 3-2 Removal of STC Cover ..................................................................................... 11
Figure 3-3 Control Terminal Connections ........................................................................ 13
Figure 3-4 Power Terminal Connections .......................................................................... 13
Figure 3-5 Earth/Ground Connection .............................................................................. 14
Figure 3-6 Control Input Wiring ....................................................................................... 15
Figure 3-7 Inhibit and ESD Wiring..................................................................................... 16
Figure 3-8 TEC2 PST Wiring Diagram ................................................................................ 16
Figure 3-9 ACM Wiring Connections - ACM (Analog Control Module) ............................... 17
Figure 3-10 ACM Installation Connections - ACM (Network Control Module) ................... 18
Figure 3-11 ACM Wiring Connections .............................................................................. 18
Figure 3-12 ACM – Analog Output with External Power Supply......................................... 19
Figure 3-13 ACM – Analog Output with Internal Power Supply ......................................... 19
Figure 3-14 ACM – Analog Input with External Power Supply ............................................ 20
Figure 3-15 ACM – Analog Input with Internal Power Supply ............................................ 20
Figure 3-16 Futronic – 3 Wire Analog Control with External Power Supply ........................ 21
Figure 3-17 Futronic – 3 Wire Analog Control with Internal Power Supply ........................ 21
Figure 3-18 ARM Wiring Diagram ..................................................................................... 23
Figure 3-19 ARM Wiring Connections .............................................................................. 24
Figure 3-20 Connecting RDM Cables to the STC .............................................................. 25
Figure 3-21 RDM Interface Module (Support Both 24V DC and AC) ................................. 26
Figure 3-22 TEC2 Wiring Diagram .................................................................................... 28
Figure 4-1 TEC2 Controller .............................................................................................. 29
Figure 4-2 Local Display Module (LDM) ............................................................................ 29
Figure 4-3 Normal Display ................................................................................................ 31
Figure 4-4 Display Settings ............................................................................................... 36
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Table of Contents
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List of Figures
(continuation)
Figure 5-1 Setup .............................................................................................................. 41
Figure 5-2 Change Display ............................................................................................... 43
Figure 5-3 Displaying Unit Parameters ............................................................................. 44
Figure 5-4 Change Settings .............................................................................................. 46
Figure 5-5 Passcode Entry ............................................................................................... 48
Figure 5-6 Valve Control Setup ........................................................................................ 49
Figure 5-7 Set Valve Travel Limits (Normal Operation Mode -
Set Limits with Electrical Operation) ................................................................................ 50
Figure 5-8 Set Valve Travel Limits (Normal Operation Mode -
Set Limits with Handwheel Operation) ............................................................................ 51
Figure 5-9 Discrete Input Setup ........................................................................................ 52
Figure 5-10 Discrete Output Setup................................................................................... 55
Figure 5-11 Inhibit and ESD Setup .................................................................................... 57
Figure 5-12 Two-Speed Timer Setup ................................................................................ 58
Figure 5-13 Analog Setup ................................................................................................ 60
Figure 5-13-1 Analog Input 1 Calibration Setup ................................................................ 61
Figure 5-13-2 Analog Input 2 Calibration Setup ................................................................ 62
Figure 5-13-3 Analog Output 1 Calibration Setup ............................................................. 63
Figure 5-13-4 Analog Output 2 Calibration Setup ............................................................. 64
Figure 5-14 Network Setup .............................................................................................. 66
Figure 5-14-1 Network Setup Display Menu ..................................................................... 67
Figure 5-15 Tag Name Setup Menu .................................................................................. 68
Figure 5-16 Passcode Setup Menu .................................................................................... 69
Figure 5-17 Battery Enable Menu ..................................................................................... 70
Figure 5-18 Set Time and Date Menu ............................................................................... 70
Figure 5-19 Bluetooth ...................................................................................................... 71
Figure 6-1 Display Diagnostic ........................................................................................... 73
Figure 6-2 Display Alarm Log Example .............................................................................. 74
Figure 6-3 Display Torque Prole ..................................................................................... 75
Figure 6-4 Display Operation Log .................................................................................... 76
Figure 6-5 Display Operation Archive .............................................................................. 77
Figure 6-6 Display Hardware ............................................................................................ 78
Figure 7-1 Fuses in the STC ............................................................................................... 80
Figure A-1 Clicker ............................................................................................................ 86
Figure A-2 Circuit Breaker Module (CBM) ......................................................................... 88
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List of Tables
Table 3-1 Connecting Actuator A to Actuator B ................................................................ 22
Table 3-2 ARM Wiring Connections .................................................................................. 23
Table 3-3 RDM Connections with Internal Power Source (24VDC) .................................... 27
Table 3-4 RDM Connections with External Power Source (External AC) ............................ 27
Table 3-5 Dip Switch (SW5 and SW6) Settings .................................................................. 27
Table 4-1 LDM Rotating Knobs ......................................................................................... 30
Table 4-2 Normal Display Functions ................................................................................. 31
Table 4-3 RDM and LDM Operation Priority ...................................................................... 32
Table 4-4 Default Conguration Settings .......................................................................... 34
Table 5-1 Relay Outputs #1 through #5 Conguration ...................................................... 53
Table 5-2 Relay Output Function List ................................................................................ 54
Table 5-3 Relay Outputs #9 through #12 Conguration .................................................... 56
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Section 1: Important Notes
Important Notes
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.
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.
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Installation and Operation Manual
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Section 1: Important Notes
Important Notes
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.
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Section 2: Quick Start
Quick Start
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.
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.
B) Set close valve travel limit.
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Section 2: Quick Start
Quick Start
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.
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Section 2: Quick Start
Quick Start
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
TEC2000/TEC2 Enclosure
TEC2000/TEC2 Enclosure
Model 500 Enclosure
Hand Crank
Handwheel
Declutch Lever
Declutch Lever
Declutch Lever
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Section 2: Quick Start
Quick Start
Figure 2-2 Setting Limits - Electrical Operation
YES
NO
YES
YES
YES
NEXT
To Normal Display
LOCAL (BACK)
STOP
NO
LOCAL (BACK)
NO
NO
Are Limits Set?
Figure 2-2 Setting Limits
Electrical Operation
Set Local and
Close Valve
Close Valve
Then Select
STOP
Use Control Knob
to Move Valve to
“Close” direction.
When done, select
“STOP”.
Accept
Valve
Close
Limit?
Set Local
And
Open Valve
Accept
Valve
OPEN
Limit?
Save
Limits?
Rotate Selector
Knob “NEXT” to
Toggle Through
The Displays.
EXIT?
Open Valve
Then Select
STOP
Use Control Knob
to Move Valve to
“Open” direction.
When done, select
“STOP”.
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Section 2: Quick Start
Quick Start
YES
NO
YES
YES
YES
NEXT
To Normal Display
LOCAL (BACK)
STOP
STOP
NO
LOCAL (BACK)
NO
NO
Are Limits Set?
Figure 2-3 Setting Limits
Manual Operation
Set Local and
Close Valve
Close Valve
Then Select
STOP
Accept
Valve
Close
Limit?
Set Local
And
Open Valve
Open Valve
Then
Select “STOP”
Accept
Valve
OPEN
Limit?
Save
Limits?
Rotate Selector
Knob “NEXT” to
Toggle Through
The Displays.
EXIT?
Declutch actuator.
Rotate handwheel to
“Close” position limit.
When done, select
“STOP”.
Declutch actuator.
Rotate handwheel to
“OPEN” position limit.
When done, select
“STOP”.
Figure 2-3 Setting Limits - Manual Operation
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Section 2: Quick Start
Quick Start
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.
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.
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Section 3: Installation
Installation
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.
Figure 3-1 Preparing the Stem Nut
TEC2000/TEC2 Enclosure
Model 500 Enclosure
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Section 3: Installation
Installation
1. Unscrew Locknut (piece #55) while holding Bronze Stem Nut (piece #54) or Steel
Bore and Key Bushing. Remove the Stem Nut and Key (piece #52).
2. Lubricate Stem. Run Stem Nut (piece #54) down Stem to verify Acme thread t.
Remove Stem Nut (piece #54) and set aside.
3. Model 3000-8000 may include thrust base assemblies. See Appendix for instructions.
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.
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.
CAUTION:
Locknut must be screwed very tightly against stem nut.
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Section 3: Installation
Installation
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.
Figure 3-2 Removal of STC Cover
TEC2000/TEC2 Enclosure
Model 500 Enclosure
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Section 3: Installation
Installation
3.3.2 Sealing Cable/Conduit Entries
Seal the cable and conduit entries in accordance with the National Electric Code
or your country standard and applicable local codes. All conduit entries should be
sealed against the site environment. All unused conduit entries must be sealed
with threaded metal plugs.
3.3.3 Recommended Terminal Connections
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.
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Section 3: Installation
Installation
Figure 3-3 Control Terminal Connections
Figure 3-4 Power Terminal Connections
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.
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.
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Section 3: Installation
Installation
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.
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Section 3: Installation
Installation
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.
Figure 3-6 Control Input Wiring
A. External Power Supply
B. Internal Power Supply
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Section 3: Installation
Installation
Figure 3-7 Inhibit and ESD Wiring
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
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
3
4
14
15
16
10
9
PST Start
Green Light
(PASS)
Red Light
(FAIL)
Stop/PST
Common
24 VDC
0 VDC
RO #4
Common
RO #3
TEC2 STC Connections PST Box
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Section 3: Installation
Installation
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)
Emergency Stop (N.C.)
Remote Display Model Communication Port (+)
Emergency Stop (N.C.)
Remote Display Model Communication Port (-)
Earth Ground
1 3 5 7 9 11 13 15 17 19 21 23
2 4 6 8 10 12 14 16 18 20 22 24
26 28 30 32 34 36 38 40 42 44
25 27 29 31 33 35 37 39 41 43
}
}
}
}
}
}
}
(+)
(-)
Open
Close
Stop
Open Inhibit
Close Inhibit
ESD
Digital Input #1
Digital Input #2
Digital Input #3
Digital Input #4
Digital Input #5
Digital Input #6
Common (0V) for Control Inputs (1-3)
Common (0V) for Inhibit/ESD Inputs (4-6)
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)
Relay Output #5 Monitor Relay N.O.
Monitor Relay N.C.
AIN1+
AIN1AIN2+
AIN2Shield
Shield
AO1+
AO1AO2+
AO2-
Spare (n/c)
DCMlink (+)
Spare (n/c)
DCMlink (-)
Alternate
Function
Default
Function
Signal
ACM Option
All Analog I/O are Isolated,
Loop Powered
with Channel to Channel Isolation
(+)
(-)
(+)
(-)
Shield
Shield
The ARM can be installed with the Futronic ACM by stacking it on top of the
Futronic ACM and connecting to the STC. See Section 3.7, Auxiliary Relay
Module (ARM) Wiring.
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Section 3: Installation
Installation
Figure 3-10 ACM Installation Connections - ACM
(Network Control Module)
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
Emergency Stop (N.C.)
Remote Display Model Communication Port (+)
Emergency Stop (N.C.)
Remote Display Model Communication Port (-)
Earth Ground
1 3 5 7 9 11 13 15 17 19 21 23
2 4 6 8 10 12 14 16 18 20 22 24
26 28 30 32 34 36 38 40 42 44
25 27 29 31 33 35 37 39 41 43
}
}
}
}
}
}
}
(+)
(-)
Open
Close
Stop
Open Inhibit
Close Inhibit
ESD
Digital Input #1
Digital Input #2
Digital Input #3
Digital Input #4
Digital Input #5
Digital Input #6
Common (0V) for Control Inputs (1-3)
Common (0V) for Inhibit/ESD Inputs (4-6)
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)
Relay Output #5 Monitor Relay N.O.
Monitor Relay N.C.
AIN1+
AIN1AIN2+
AIN2Shield
Shield
AO1+
AO1AO2+
AO2-
Spare (n/c)
DCMlink (+)
Spare (n/c)
DCMlink (-)
Alternate
Function
Default
Function
Signal
ACM Option
All Analog I/O are Isolated,
Loop Powered
with Channel to Channel Isolation
ACM_CAM Op
tion
}
(+)
(-)
(+)
(-)
Shield
Shield
Network Port A
Network Port B
CAM Option
}
ACM Wiring
Terminals
25 to 44
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19
Section 3: Installation
Installation
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
Figure 3-13 ACM - Analog Output with Internal Power Supply
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Section 3: Installation
Installation
Figure 3-14 ACM – Analog Input with External Power Supply
Figure 3-15 ACM– Analog Input with Internal Power Supply
25
26
27
28
29
AIN#1
AIN#2
+
+
+
+
+
-
-
-
-
-
Earth
24 VDC
10
9
25
26
27
28
AIN#1
AIN#2
+
+
+
+
+
-
--
-
-
Earth
24 VDC
29
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Section 3: Installation
Installation
Open
Open
Internal Power Supply
Close
3-Wire
Common 0v
Close
Toggle
1
2
3
4
Internal
Power
Supply
AIN#1
4-20mA Position
Set Point
Earth Ground
24VDC
(-)
(-)
(-)
9
10
(+)
(+)
(+)
25
26
29
Open
Open
18-150VDC
or
20-250VAC
External Power Supply
Close
3-Wire
Common 0v
Close
Toggle
1
2
3
4
External
Power
Supply
AIN#1
4-20mA Position
Set Point
Earth Ground
External 24VDC Input
Z
(+)
(-)
(-)
(-)
(-)
(+)
(+)
(+)
25
26
29
Figure 3-16 Futronic – 3 Wire Analog Control with External Power Supply
Figure 3-17 Futronic – 3 Wire Analog Control with Internal Power Supply
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Section 3: Installation
Installation
3.6.3 Network Controlled
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 Block Function
39 Data Port A (+)
41 Data Port A (-)
40 Shield
43 Data Port B (+)
44 Data Port B (-)
42 Shield
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Section 3: Installation
Installation
3.7 Auxiliary Relay Module (ARM) Wiring
The ARM can be used with the Futronic ACM or standalone. Only factory-trained
technicians may install the ARM.
Connect the ARM within the controller in accordance with Table 3-2. See Section 3.3,
Electrical Connections for general electrical connection requirements.
Table 3-2. ARM Wiring Connections
Terminal Block Function Relay Type
39 Relay Output #9 Latching NO or NC
40 Common
41 Relay Output #10 Latching NO or NC
42 Relay Output #11 Latching NO or NC
43 Common
44 Relay Output #12 Latching NO or NC
Figure 3-18 ARM Wiring Diagram
Emergency Stop (N.C.)
Remote Display Model Communication Port (+)
Emergency Stop (N.C.)
Remote Display Model Communication Port (-)
Earth Ground
1 3 5 7 9 11 13 15 17 19 21 23
2 4 6 8 10 12 14 16 18 20 22 24
26 28 30 32 34 36 38 40 42 44
25 27 29 31 33 35 37 39 41 43
}
}
}
}
}
}
}
(+)
(-)
Open
Close
Stop
Open Inhibit
Close Inhibit
ESD
Digital Input #1
Digital Input #2
Digital Input #3
Digital Input #4
Digital Input #5
Digital Input #6
Common (0V) for Control Inputs (1-3)
Common (0V) for Inhibit/ESD Inputs (4-6)
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)
Relay Output #5 Monitor Relay N.O.
Monitor Relay N.C.
AIN1+
AIN1AIN2+
AIN2Shield
Shield
AO1+
AO1AO2+
AO2-
Spare (n/c)
DCMlink (+)
Spare (n/c)
DCMlink (-)
ARM Option
Alternate
Function
Default
Function
Signal
Relay Output #9
Common Relays 9 & 10
Relay Output #10
Relay Output #11
Common Relays 11 & 12
Relay Output #12
ACM Option
All Analog I/O are Isolated,
Loop Powered
with Channel to Channel Isolation
ACM_ARM Option
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Section 3: Installation
Installation
Figure 3-19 ARM Wiring Connections
ARM Wiring
Terminals
39 to 44
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25
Section 3: Installation
Installation
3.8 Remote Display Module (RDM) Connection to
the Actuator – Optional
Connect the RDM to the actuator as shown in Figure 3-20 and in accordance with Section
3.8.1, 24 Vdc Power Source, or Section 3.8.2, 115/230 Vac Power Source, depending on
the power source. Each RDM can be powered from the actuator, or it can be powered from
an external source. If more than one RDM is used, one can receive power from the actuator
and the other can receive power from an external source. See Section 3.3, Electrical
Connections for general electrical connection requirements.
NOTE:
If RDM 1 or 2 is enabled and not connected, the actuator will be in stop mode and cannot
be operated until RDM is connected or disabled.
Figure 3-20 Connecting RDM Cables to the STC
RDM
Wiring
Terminals
21, 23, and 24
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Section 3: Installation
Installation
3.8.1 24 Vdc Power Source
If the RDM is to receive power from the actuator, connect cable type Belden 8723
or equivalent as detailed in Table 3-3. The cable distance is limited to 1,200 feet
(366 meters).
NOTE:
By using two cables, Belden 8719, or equivalent for power and Belden 9841 or
equivalent for RS-485 communication, the distance limitation is increased to
4,000 feet (1,200 meters).
Figure 3-21 RDM Interface Module (Support Both 24V DC and AC)
P2
SW1 1-6
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Section 3: Installation
Installation
Table 3-3. RDM Connections with Internal Power Source (24VDC)
RDM Interface Module
Connector P2
Function TEC2 STC Terminals
P2-10 (24V +) 24 Vdc(+) 9
P2-9 (24V -) 0V Common 10
P2-3 (CHA -) RS-485 (-) 23
P2-5 (CHA +) RS-485 (+) 21
P2-4 (CHA N) Shield 24
3.8.2 115/230 Vac Power Source
If the RDM is receiving power from an external source, connect cable type Belden
9841 or equivalent as detailed in Table 3-4.
Table 3-4. Connections with External Power Source (External AC)
RDM Interface Module
Connector P2
Function TEC2 STC Terminals
P2-1 (AC +) 115/230 Vac 50/60 Hz (+) P2-2 (AC -) 0V Common P2-3 (CHA +) RS-485 (+) 21
P2-5 (CHA N) RS-485 (-) 23
P2-4 (CHA -) Shield 24
3.8.3 Two RDMs (One 24 Vdc and One 115/208/220/230 Vac Power Source)
To use two RDMs, one can receive 24V DC power from the actuator and the other
has to get power from an external AC source, 115/208/220/230 Vac.
3.8.4 RDM Connections and Dip Switch Settings
Table 3-5. Dip Switch (SW5 and SW6) Settings
RDM1 RDM2 LDM
SW1-5 On Off Off
SW1-6 Off On Off
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Section 3: Installation
Installation
Figure 3-22 TEC2 Wiring Diagram
NOTE:
The Local Display Module (LDM) is a part of the actuator and is powered internally by a low voltage DC.
The Remote Display Module (RDM) is powered by two options, either 24VDC or 90-250VAC 50/60Hz.
Z
Z
Z
Z
Central Control Module
Note: Maximum Power Rating: 15.12 Watts
Maximum Source Current: 0.63 Amps
Two-Wire Control
Maintain Contact to Open
Open
+24 VDC
+24 VDC
+24 VDC
+24 VDC
Internal
Power
Supply
Open
Open
Open
Common 0V
Common 0V
Common 0V Common 0V
Open
Open Open Inhibit
Open Inhibit
Close Inhibit
Close Inhibit
Output Switch Contact Development
Valve Position
Contact
Function
Close
DWN BY JTD ORIGINAL DATE 4-21-03
LSO
LSC
LSA
LSB
WIRING
DIAGRAM
TEC-001
MID
Open
Open Limit
Close Limit
Close Limit
Open Limit
Close
Stop
0V
0V
0V
0V
Stop
ESD
ESD
Close
Close
Close
External
Power
Supply
18-150 VDC
or
20-250 VAC
Three-Wire Control
Maintained Contacts
Local Display Module Remote Display Module
(1 or 2 May be fitted)
Four-Wire Contol
Momentary Contacts
Inhibit/Interlock
and ESD
24 VDC
Power
Supply
3 - Phase
Power
L3
L2
L1
1
2
3
4
5
6
7
8
11
12
13
14
15
16
17
18
19
11
1
5
6
7
8
10
2
3
4
9
9
10
2
4
9
10
4
10
9
1
11
2
3
4
5
6
7
8
2
4
4
20
21
22
23
24
36
38
9
10
GND
Supply
Open
Close
Stop
Common 0V
Common 0V
ESD
+24 VDC
LSOR0#1
R0#2
R0#3
R0#4
R0#5
LSC
LSB
LSA
Common
Common
Common
Monitor
Relay
N.O. Contact
N.C. Contact
RS485 (+)
RS485 (-)
Separate
Terminal
Chamber
Shield
DCMlink
TM
Emergency
Stop
Emergency
Stop
0 VDC
Open Inhibit
Close Inihbit
Motor
Motor
Control
Module
Contact Outputs
Digital Inputs
Thermal
Protector
NOTES: 1) All digital inputs have an input votage range or 18-150 VDC or 20-250 VAC.
2) All digital relay outputs are rated for 5A @ 30 VDC or 5A @ 250 VAC Resistive, 2A inductive load.
3) Jumpers shown connected between terminals are permissible but not required.
4) Emergency stop requires jumper or normally closed cont act (actuator stops when contact open)
5) Remote display communication port is RS-485.
6) If bare wires (without terminals) are connected, remove a maximum of .25 inch insulation
.
7) User replaceable primary fuses (F1 and F2) are located in the Te rminal Chamber Enclosure.
All transformer secondary fuses are automatic resetting.
8) Contac ts Outputs and Output Switch Contact Development Chart shown for default configuration only.
User may redefine all Outputs (See TEC200O Installation & Operation Manual E2K-405-0902).
+
+
-
+
-
+
-
-
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29
Section 4: Operation
Operation
Section 4: Operation
Figure 4-1 TEC2 Controller
4.1 Local Display Module
Display Module with Bluetooth® - Model 87340.
See Appendix for Specifications.
The Local Display module consists of the following as shown in Figure 4-2:
• Graphics Display
• Message Center
• Control Knob and Selector Knob
• Three LEDs
Figure 4-2 Local Display Module (LDM)
LEDs
Graphics Display
Message Center
Control Knob
Selector Knob
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Section 4: Operation
Operation
4.1.1 Graphics Display and Message Center
The graphics display shows the mode of operation, valve status, position, torque,
and alarm symbols. The message center displays actuator setup selections, data
entry feedback, and alarm messages. When no alarms are active and the valve is
not moving or is not at either limit, the message center will be blank.
4.1.2 Control Knob and Selector Knob
The control knob performs normal Open/Stop/Close function in the local control
mode and YES/NO function in the “MONITOR/SETUP” mode as detailed in Table 4-1.
The NO selection increments the displayed value but does not decrement.
To decrement continuously hold the NO position until the highest value is reached.
The display value will then start at the lowest value and increment from there. If the
control knob is held in the NO position for more than 2 seconds the incrementing
rate will increase from 0.5 seconds per new value to 0.1 seconds per value.
The selector knob performs normal selector switch Local/Stop/Remote function
and alternate Next/Back display function in the “MONITOR/SETUP” mode as
detailed in Table 4-1.
The NEXT and BACK selections are used strictly for cycling through the SETUP
displays to locate the desired display or to exit the “SETUP” mode.
Table 4-1. LDM Rotating Knobs
Knob Rotation Direction Function Result
Control
Spring return to
center
Neutral
Position
Completes YES or NO entry cycle.
Exception: when knob is held for
continuous data entry updates.
Clockwise
(CLOSE)
YES
Accepts the displayed question or
data entry. Advances to the next
display.
Exception: when knob is held for
continuous data entry updates.
Counterclockwise
(OPEN)
NO
Rejects displayed question or data.
Increments to the next data value or
display. Exception: when knob is
held for continuous data entry
updates.
Selector STOP
Neutral
Position
Sets up entry, completes NEXT or
BACK entry cycle. See Note below
Clockwise
(REMOTE)
NEXT Advances to the next display
Counterclockwise
(LOCAL)
BACK Returns to the previous display
NOTE:
If the selector knob remains in either NEXT or BACK position, the display will scroll.
4.1.3 LEDs
There are three LEDs on the LDM:
• Red
• Green
• Yellow
The default function of these LEDs is detailed in Table 4-2.
See Section 5.5.2, Valve Control Setup to reverse Red to indicate closed/closing
and Green to indicate opened/opening.
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Section 4: Operation
Operation
4.1.4 Normal Display Function
Figure 4-3 details the display during normal function. The bar graphs, position
digits, icons, and LEDs indicate normal activity, i.e., the valve opening, closing, or
stopping in mid-travel. The message center remains blank until alarms are active
or the valve is opening, closing, full open, or full close.
Table 4-2 details various normal activities and how each is displayed.
Figure 4-3 Normal Display
The valve has stopped and is 75% opened. The yellow LED is ON and the message
center is clear.
Table 4-2. Normal Display Functions
Valve
Activity
Message
Center
Top Line
Display Functions (LEDs)
Position
Bar Graph
Percent
Open
"XX%"
Yellow Red Green
Fully
closed
FULL
CLOSE
OFF OFF ON 0%
Opening OPENING OFF Blinking OFF
Flashing in
the Open
direction
Increments
Stopped Cleared ON OFF OFF
STOP Icon is Displayed
Shows
relative
position
% open
Fully
opened
FULL
OPEN
OFF ON OFF 100%
Closing CLOSING OFF OFF Blinking
Flashing in
the Close
direction
Decrements
Alarm
Alarm Type
Displayed
-Bottom
Line
Blinking OFF OFF
Alarm Icon
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Section 4: Operation
Operation
4.2 Remote Display Module (RDM)
Display Module with Bluetooth® - Model 87340
See Appendix for Specifications.
The RDM performs the same functions as the LDM.
NOTE:
If the RDM does not receive communication messages from the Central Control Module
(CCM) within 5 seconds after power is applied, the RDM will display the ashing message
“CCM LINK FAILED” and all three LEDs will blink. This will also occur if communication is
lost for 5 seconds or more.
If RDM 1 or 2 is enabled and not connected, the actuator will be in stop mode and cannot
be operated until RDM is connected or disabled.
4.2.1 RDM Operation with LDM
Two RDMs and an LDM can be connected to one actuator. The operation priority is
detailed in Table 4-3.
Table 4-3. RDM and LDM Operation Priority
Mode of Operation LDM, RDM #1, RDM #2 and Selector Switch Position
STOP
At least one module must have the selector switch in the STOP
position.
LOCAL
At least one module must have the selector switch in the LOCAL
position and none have the selector switch in the STOP position.
REMOTE
All modules must have the selector switch in the REMOTE
position.
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Section 4: Operation
Operation
4.3 Initializing the Actuator
NOTE:
The TEC2 has automatic phase correction.
4.3.1 Setting Position Limits
Limits must be set before operating. The actuator will not operate until limits are set.
NOTE:
A passcode is not needed for the initial position limit settings. However, any limit
setting changes required after initialization requires a passcode and are changed
via the “CHANGE SETTINGS” mode. See Section 5.5.3, Set Valve Travel Limits.
CAUTION:
It is recommended that the final valve position be set using the handwheel
while setting the limits to prevent valve damage.
There are two different routines for setting limits. Initial limit settings can be set as
described in Section 2, Quick Start. Limit settings can be changed as described in
Section 5.5.3, Set Valve Travel Limits.
Once the limits have been set, check the settings as follows.
For Electrical Operation:
1. Run actuator electrically to verify correct operation.
For Manual Operation:
1. Move the valve in the close direction. The Red LED should go off and the
Green LED should blink within one handwheel turn.
2. Move the valve in the open direction. The Green LED should go off and the
Red LED should be blinking within one handwheel turn.
The actuator will operate in the normal LOCAL and REMOTE modes.
Exit “SETUP” mode.
1. Rotate the selector knob to NEXT to cycle through the displays until
“EXIT?” is displayed.
2. Rotate the control knob to YES.
4.3.2 View Existing Settings
Unless otherwise specied at the time the order is placed, the TEC2 actuator is
shipped with the following default conguration settings.
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Section 4: Operation
Operation
Table 4-4. Default Configuration Settings
Basic Actuator Functions
Valve
Control
Discrete
Inputs
Discrete Outputs
Inhibit and ESD
(Relays
1 thru 5)
(ARM Relays
9 thru 12)
Mode = 3 Wire
DI#1= Active on
CLOSED contact
RO#1= LSO
RO#9 = Lost Power
Alarm
Open Inhibit = OFF
Close Direction
= (Gearing
Dependent)
DI#2= Active on
CLOSED contact
RO#1= N.O. RO#9 = N.O. Close Inhibit = OFF
Seat = Position
DI#3= Active on
OPEN contact
RO#1= Continuous RO#9 = Flash Local ESD = OFF
Close Torque = 50%
DI#4= Active on
CLOSED contact
RO#2= LSC
RO#10 = Motor
Overload Alarm
Remote ESD = OFF
Open Torque = 50%
DI#5= Active on
CLOSED contact
RO#2= N.O. RO#10 = N.O.
Lost Com ESD =
OFF
Local Control =
Maintain
DI#6= Active on
OPEN contact
RO#2= Continuous RO#10 = Flash
Stayput on ESD =
ON
Remote Control =
Maintain
RO#3= LSO
RO#11 = Lost
Phase Alarm
*ESD Override on
Thermal = OFF
Torque Retry = OFF RO#3= N.O. RO#11 = N.O.
ESD Override on
Local = OFF
Remote Display 1
= OFF
RO#3= Continuous RO#11 = Flash
ESD Override on
Stop = OFF
Remote Display 2
= OFF
RO#4= LSC
RO#12 = Over
Torque Alarm
ESD Override on
Inhibit = OFF
Close LED = Green
Open LED = Red
RO#4= N.O. RO#12 = N.O.
ESD Override on
Torque = OFF
Low Battery Alarm
= OFF
RO#4= Continuous RO#12 = Flash
ESD Delay 0.0
Seconds
Valve Stall Delay
Time = 8 Sec
RO#5= MONITOR
Go to _% Open on
ESD = 0
Retain Setpoint =
OFF
RO#5= Continuous
LSA Position = 25%
LSB Position = 75%
* Overriding the thermal motor protection will invalidate the hazardous area certication.
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Section 4: Operation
Operation
Two-Speed Timer Default Conguration
Close Open Anti-Water Hammer
Mode = OFF Mode = OFF Mode = OFF
Start Position = 30% Start Position = 70% Start Position = 10%
Stop Position = 1% Stop Position = 99%
Pulse ON time = 3.5 Sec Pulse ON time = 3.5 Sec Pulse ON time = 3.5 Sec
Pulse OFF time = 5.0 Sec Pulse OFF time = 5.0 Sec Pulse OFF time = 5.0 Sec
Auxiliary Control Module (ACM) Default Conguration
Analog Control - Futronic Network Control - Controlinc
Control Bandwidth = 2.0% Network Node Address = 001
Speed Bandwidth = 5.0% Response Delay Time = 8ms
Delay Time = 1 Second Parity = NONE
Input Polarity CLOSE = 4mA Analog I/0 Scale 0 - 4095
Output Polarity CLOSE = 4mA Write Protect = NO
STAYPUT on lost signal
1. Enter “SETUP” mode as detailed in Step No 2 of Section 2, Quick Start.
2. Place the selector knob in the NEXT position to advance through each
display until “DISPLAY SETTINGS?” is displayed.
3. Rotate the control knob to YES.
4. Scan through each display selecting NO or YES and BACK or NEXT as
needed to review the current settings. See Figure 4-4.
NOTE:
The “DISPLAY SETTINGS?” mode can be accessed without entering a passcode;
however no changes can be made to the settings in this mode. To make any
changes see Section 5, Customizing Actuator Settings.
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Section 4: Operation
Operation
Figure 4-4 Display Settings
YES YES YES
YES YES YES
YES YES YES
OR
NEXT
YES
YES
YES
YES
VALVE CONTROL
SETUP?
Go to
Figure 5-1
Go to
Figure 5-9
Control Mode
<control mode>
Two-wire; Three-wire; Four-wire
IrDA port; Three-wire Analog
Analog - ignored if ACM not installed
Network - ignored if ACM not installed
Drive Sleeve
Close: <cw or ccw>
<pos or trq>
Position Seat
Torque
Backseat <on/o>
Open Torque
<xx>%
Local Control
<LocalCtrlSetting>
Remote Control
<RemoteCtrlSetting>
Remote Display 2
<on/o>
Close LED<color>
Open LED<color>
Low Battery
Alarm<on/o>
Torque Retry
<on/o>
Remote Display 1
<on/o>
Close Torque
<xx>%
BACK
YES
BACK NEXT
Figure 4-5 Display Settings
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Section 4: Operation
Operation
4.4 Local Control Operation
To locally control the actuator via the LDM or the RDM:
1. Exit “SETUP” mode if applicable.
2. Place the selector knob in the LOCAL position.
NOTE:
The actuator is shipped congured for inching mode unless specied at the time order is
placed; i.e. the actuator is shipped in the “Maintained” mode.
Local Maintained – Inching Mode
3. Place the control knob in either the OPEN or CLOSE position and continue to hold.
After 0.5 seconds the actuator will move in the open or close direction.
4. Release the knob to stop the actuator movement. The knob will return to the
neutral position.
Local Momentary Mode – Seal-ins Active
3. Place the control knob in either the OPEN or CLOSE position. Momentarily hold for
0.5 seconds and release. The actuator will move in the open or close direction to
the end of travel.
4. To stop the actuator movement:
• Place the selector knob in the STOP position.
OR
• Place the control knob in the opposite direction of the current movement
for less than 1.0 second.
NOTE:
If the control knob is held in the opposite direction for more than 1.0 second, the actuator
will reverse direction after stopping for approximately 0.5 seconds to allow instant
reversing without valve plugging or causing high stresses and damage to the actuator.
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Section 4: Operation
Operation
4.5 Remote/Auto Control Operation
The actuator is shipped congured for “four-wire control” unless otherwise specied at
order placement. There are additional remote control modes that can be selected via the
“SETUP” mode.
NOTE:
See Table 4.4 for defaults.
• Two-wire control
• Three-wire control
• IrDA port
• Three-wire analog
• Analog
• Network
For installation details, see Section 3.5, Discrete Controlled Inputs.
To control the actuator via discrete inputs:
1. Enter “SETUP” mode. See Section 5.1, Entering Setup Mode.
2. Use the selector knob (NEXT/BACK) to select “CONTROL MODE” under “VALVE
CONTROL SETUP?”
3. Use the control knob (NO) to select the desired control mode. See Section 5.5.2,
Valve Control Setup.
4. Exit “SETUP” mode and place selector knob in the REMOTE position.
Remote Maintained – Inching Mode
5. Apply the control signal and maintain. After 0.5 seconds the actuator will move in
the open or close direction.
6. Eliminate the control signal to stop the actuator.
Remote Momentary – Seal-ins Active
5. Momentarily pulse either OPEN or CLOSE control signal for 0.5 seconds minimum.
The actuator will move in the open or close direction to the end of travel.
6. Momentarily pulse the remote stop signal to stop the actuator movement.
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Section 4: Operation
Operation
Two-Wire Control
The two-wire control mode uses only one contact to control the valve. When the contact
is closed, the valve opens, and when the contact is open, the valve closes. The contact
open and close status can be reversed in the “SETUP” mode. See Section 5.5.4, Discrete
Input Setup.
Three-Wire Control
The three-wire control mode uses two maintained contacts to open or close the valve.
This is an “inching” type mode. Remote seal-ins, “Momentary” mode, may be activated in
the “SETUP” mode. If the three-wire control is used with the seal-ins activated, the valve
cannot be stopped while being remotely controlled; the valve can only be stopped via the
inhibit or emergency stop inputs.
Four-Wire Control
The four-wire control mode uses three maintained contacts to open, close, or stop the
valve. The default conguration sets the stop input to be active on open contact.
The default conguration can be modied in the “SETUP” mode. See Section 5.5.4,
Discrete Input Setup.
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
Section 5: Customizing Actuator Settings
5.1 Entering Setup Mode
The “SETUP” mode must be entered to modify any conguration settings.
1. Place the selector knob in the STOP position. Setup may be performed at any one
location; i.e. at the LDM or any RDM that is connected.
NOTE:
STOP button on the Clicker only stops a moving valve.
2. Rotate the control knob to YES, then NO, then YES, then NO in rapid succession
and then release. “SETUP” icon will be displayed on the display module and
“SETUP?” will be displayed on the message center.
NOTE:
Do not hold the knob in any one position longer than 0.5 seconds.
3. Rotate the control knob to YES. A series of questions will be displayed as detailed
in Figure 5-1.
NOTE:
If the control knob is placed in the NO position or if NEXT or BACK is selected in
lieu of YES, the display will return to the normal display mode.
4. Use the control knob to answer “YES” or “NO” to the displayed questions.
Use the selector knob, NEXT and BACK, to advance through the setup selections.
5. When conguring is complete, advance to “EXIT SETUP?” Answer “YES.”
The display will return to normal display model.
NOTE:
If a knob entry is not made within 120 seconds, the actuator will exit the “SETUP” mode
and revert to the normal display.
NOTE:
No Passcode is required for viewing any of the settings.
Passcode will be needed for changing any of the parameters.
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
Figure 5-1 Setup
Figure 5-1 Setup
SETUP?
Go to
Figure 5-7
YES
YES
Display Unit
Parameters?
Change
Settings?
Display
Settings?
Display
Diagnostics?
NO from EXIT when right
knob is in STOP position
YES only - NEXT will not
exit setup
EXIT?
NO
NO
NO
Go to
Figure 5-3
YES
Go to
Figure 5-4
YES
YES
Go to
Figure 4-5
YES
YES
Go to
Figure 6-1
Exit Setup and revert
to normal display
NO
NO
NO
NO
BACK
NEXT
Are Limits Set?
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
5.2 Setting Limits
After entering “SETUP” mode, the alarm message “SET LIMITS BEFORE OPERATING” will
appear if limits have not been set. See Section 4.3.1, Setting Position Limits, to set the
limits for the rst time. If limits have been set, this display will be bypassed and “CHANGE
DISPLAY?” will appear.
To modify previously set limits see Section 5.5, Change Settings and Section 5.5.3, Set
Valve Travel Limits.
5.3 Changing Display
The language or the contrast can be changed as follows. A passcode is not required. See
Figure 5-2.
1. At the “CHANGE DISPLAY?” prompt, answer “YES.” “CHANGE LANGUAGE?”
will appear.
2. If English is the desired language, answer “NO.” “ADJUST CONTRAST?” will
appear. Go to Step No. 4.
3. If English is not desired, answer “YES” to “CHANGE LANGUAGE?” and “DISPLAY
OTHER?” will appear. The user may change any of the words being displayed on
the message center by selecting an alternate language. “ADJUST CONTRAST?”
will appear.
4. If contrast adjustment is needed, answer “YES.” Then select NO and hold until the
desired contrast is reached. Select YES. “CHANGE DISPLAY?” appears.
5. Select NO to exit.
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
Figure 5-2 Change Display
5.4 Displaying Unit Parameters
The user may view information on the actuator parameters as follows:
1. At the “DISPLAY UNIT PARAMETERS?” prompt answer YES.
2. Use the selector knob (BACK/NEXT) to view parameters as shown in Figure 5-3.
The tag name, method of control, and network address may be entered or changed via the
“Change Settings” mode. See Section 5.5, Change Settings.
All other parameters viewed are factory setup and cannot be changed by the user.
NO
Figure 5-2 Change Display
Go to
Figure 5-15
Go to
Figure 5-16
YES YES
Change
Language?
Language?
<xxxxxxxx>
English, Spanish,Portuguese,
Russian, French,Mandarin,
Italian, German
YES YES
Adjust
Contrast?
YES
No to Adjust
Yes to Accept
Increment 1 to 64
In Step Size of 1
NO
NO
NO
NO
or
Next
BACK NEXT
BACK
CHANGE
DISPLAY?
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
Figure 5-3 Displaying Unit Parameters
Figure 5-3 Displaying Unit Parameters
DISPLAY UNIT
PARAMETERS?
Go to
Figure 5-2
Go to Next Display
Figure 5-4
YES YES
Tag Name:
<16 character max>
Control Mode:
<ctrl mode>
YES YESYES
NONONO NO
NO
or
Next
BACK NEXT
BACK
Network Adapter:
<net adapter>
Network Node
Address:
<addr>
YES
Model:<model>
<turn & speed>
S/N:<serial #>
MFG Date<mdate>
YES YESYES
Voltage:
<volt ph freq>
MTR: <mtr model>
<hp>: HP
<rpm>: RPM
NONONO NO
YES
Run:<run amp>
Stall:<stl amp>
Torque Spring:
<torq spring>
YES YESYES
Max Torque:
<max torq> %
Batery Enable?
<Yes/No>
<current date>
<current time>
NONONO NO
YES
LDM Bluetooth
<enable/disable
RDM1 Bluetooth
<enable/disable
YES YES
RDM2 Bluetooth
<enable/disable
BT Discovery
<enable/disable
Not
Implemented
Yet
NONONO NO
YES
YES
CCM Rev<x.x.x>
Date<dd-mon-yy>
LDM Rev<x.x.x>
Date<dd-mon-yy>
YES YES
RDM1 Rev<x.x.x>
Date<dd-mon-yy>
RDM2 Rev<x.x.x>
Date<dd-mon-yy>
NONONO NO
YES
YES
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
5.5 Change Settings
1. Enter “SETUP” mode and use the selector knob (NEXT) to scroll to “CHANGE
SETTINGS?”. Answer “YES.” See Section 5.1, Entering Setup Mode.
2. Enter passcode.
NOTE:
A passcode must be entered to change settings.
3. Use the selector knob (NEXT/BACK) to scan the display for the desired setting to
change the following:
• Valve control setup
• Valve travel limits
• Discrete input
• Discrete output
• Inhibit and ESD
• Two-speed timer
• Analog
• Network
• Tag name
• Passcode
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
Figure 5-4 Change Settings
Figure 5-4 Change Settings
YES
YES
CHANGE
SETTINGS?
SAVE CHANGE
SETTINGS?
ANALOG
SETUP?
Is ACM Installed?
Is Controlinc ACM
Installed?
YES
Valve Control
Setup?
Set
Trave l
Limits?
Discrete
Input
Setup?
Discrete
Output
Setup?
Inhibit
and ESD
Setup?
NO
NO
Go to
Figure 5-6
YES
Go to
Figure 5-7
YES
Go to
Figure 5-9
YES
Go to
Figure 5-10
YES
Go to
Figure 5-11
YES
Go to
Figure 5-12
NO
NO
NO
Two-Speed
Timer
Setup?
NO
BACK
NEXT
YES
Change
Display?
YES
Go to
Figure 5-2
NO
YES
Network
Setup?
Change
Display?
Tag
Name
Setup?
Passcode
Setup?
Battery
Enable?
NONO
Displayed only if ACM Installed
and ANALOG control is enabled.
See Figure 5-13
Displayed only if ACM Installed
and ANALOG control is enabled.
See Figure 5-14
YES
Go to
Figure 5-2
YES
Go to
Figure 5-15
YES
Go to
Figure 5-16
YES
Go to
Figure 5-17
YES
Go to
Figure 5-18
NO
NO
NO
Set Time
And
Date
NO
Bluetooth?
Save
Change
Settings?
Go to
Figure 5-19
YES
NO
NO
NO
BACK
NEXT
BACK
YES
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
5.5.1 Passcode Entry
The actuator is shipped with “000” as a passcode. To change the passcode see
Section 5.5.11, Passcode Setup.
To enter the passcode:
1. At the “CHANGE SETTINGS?” prompt answer “YES.” “ACCEPT PASSCODE
CHARACTER 1? X” will appear. “X” will be ashing. “X” is the rst “left
most” character in the passcode.
2. If this character is correct, select YES. If not select NO. Use NO to
increment from 0-9 and then A-Z until the correct character is displayed.
Select YES. The second character will ash.
NOTE:
When “Z” is displayed the data will rollover to “0” and
continue incrementing.
3. Repeat Step No. 2 for the second and third characters.
NOTE:
If the passcode is not the correct passcode, the display will return to
“CHANGE SETTINGS?” display. See Figure 5-5.
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
Figure 5-5 Passcode Entry
5.5.2 Valve Control Setup
1. At the “VALVE CONTROL SETUP?” prompt answer “YES.”
2. Use the selector knob (NEXT/BACK) to scan the settings until the desired
setting is reached. Place the control knob in the NO position to increment
through each setting’s associated choices. Answer “YES” to accept the
desired choice. See Figure 5-6.
See Section 4.5, Remote/Auto Control Operation, for a description of each
control mode.
NO
Figure 5-5 Passcode Entry
Go to
Figure 5-3
Go to Next Display
See Figure 5-4
Go to Next Display
See Figure 5-4
YES
YES
YES
Accept
Passcode
Character 1:0
Increment Character
0-9, A-Z
Passcode Reset To
‘000’
YES
Increment Character
0-9, A-Z
NO
NO
NO
NO
NO
NO
BACK NEXT
BACK
CHANGE
SETTINGS?
RESET
PASSCODE?
Is Passcode
‘000’?
Is Passcode
‘RPC’?
YES
YES
YES
Is Passcode
Correct?
Accept
Passcode
Character 2:00
NO
YES
Increment Character
0-9, A-Z
Accept
Passcode
Character 3:000
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
Figure 5-6 Valve Control Setup
Associated choices are listed below each setting.
NO NO NO NO NO NO
Figure 5-6 Valve Control Setup
Go to Next Display
See Figure 5-4
YES YES
YES
Control Mode
<control mode>
YES
Position Bandwidth
=<x.x>%
YES
Speed Bandwidth
=<x.x>%
YES YES
YESYES
Modulation Delay
=<xx xx>Sec
Drive Sleeve
Close:
<cw or ccw>
<pos or trq>
Seat
Increment thru control mode
choices: 2 WIRE, 3 WIRE, 4 WIRE
IRDA, 3 WIRE Analog, Analog,
or Network
NO
or
NEXT
NO
NO
BACK
NEXT
BACK
SAVE CHANGE
SETTINGS?
VALVE CONTROL
SETUP?
Increment from 0.1 to 5.0%
in 0.1% Steps
Increment from 0.1 to 5.0%
in 0.1% Steps
Increment from 0.00 to
60.00 sec in 0.25 sec steps
Increment direction choice:
cw or ccw
NO NO NO NO NO
YES
Torque Backseat
<on/off>
YES
Close Torque
<xx>%
YES
Open Torque
<xx>%
Local Control
<LocalCtrlSetting>
Remote Control
<RemoteCtrlSetting>
Increment torque
backseat choice:
On or OFF
Increment close torque
percent: 15 to 100% in 1% steps
(limited by factory MAX
torque setting)
Increment local control
setting:
momentary or maintained
Increment remote control
setting:
momentary or maintained
Increment seat choice:
Position or Torque
Increment open torque
percent: 15 to 100% in 1% steps
(limited by factory MAX
torque setting)
NO NO NO NO
YES
Torque Retry
<on/off>
YES
Remote Display 1
<on/off>
YES YES
Remote Display 2
<on/off>
Close LED <color>
Open LED <color>
Increment torque
retry choice:
On or OFF
Increment remote
display 1 choice:
On or O
Change LED color choice:
close GREEN/open RED
close Red/open Green
Increment remote
display 2 choice:
On or O
NO NO
NO
NO NO NO
Valve Stall
Delay Time
<xx>
YES
YES YES YES
Retain Setpoint
<on/off>
Clear Alarm
Log?
Reset
Operation Log
Archive Torque
Profile
Increment from 1 to 60
in step size of 1
Between
On and O
Reset the
operations log
Archinve the
torque prole
Clear
the alarm
logs
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
5.5.3 Set Valve Travel Limits
1. If the close limit is acceptable, answer “YES.” If not rotate the selector
knob to LOCAL. Close valve to desired limit, rotate selector knob to STOP,
and answer YES.
2. If the open limit is acceptable, answer “YES.” If not rotate the selector
knob to LOCAL. Open valve to desired limit, rotate selector knob to STOP,
and answer YES.
See Figures 5-7 and 5-8.
Figure 5-7 Set Valve Travel Limits
Normal Operation Mode - Set Limits with Electrical Operation
Figure 5-7 Normal Operation Mode - Set Limits With Electrical Operation
Go to
Figure 5-6
Go to
Figure 5-4
YES YES YES
YES
Accept Valve
Close Limit?
Accept Valve
Open Limit?
Use control knob to move
valve in “CLOSE” direction.
When done, select “STOP”.
Use control knob to move
valve in “OPEN” direction.
When done, select “STOP”.
NO
NO
NO
BACK NEXT
NO
Select Local
and
Close Valve
Select Local
and
Open Valve
LOCAL LOCAL
Close Valve
Then
Select Stop
Open Valve
Then
Select Stop
BACK
SET VALVE
TRAVEL LIMITS?
SAVE LIMITS?
STOPSTOP
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
Figure 5-8 Set Valve Travel Limits
Normal Operation Mode - Set Limits with Handwheel Operation
Figure 5-7 Normal Operation Mode - Set Limits With Electrical Operation
Go to
Figure 5-6
Go to
Figure 5-4
YES YES YES
YES
Accept Valve
Close Limit?
Accept Valve
Open Limit?
Declutch actuator.
Rotate handwheel to
“CLOSE” direction.
When done, select “STOP”.
Save the Valve
Travel Limits
NO
NO
NO
BACK NEXT
NO
Select Local
and
Close Valve
Select Local
and
Open Valve
LOCAL LOCAL
Close Valve
Then
Select Stop
Open Valve
Then
Select Stop
BACK
SET VALVE
TRAVEL LIMITS?
SAVE LIMITS?
STOPSTOP
Declutch actuator.
Rotate handwheel to
“OPEN” direction.
When done, select “STOP”.
NO
or
NEXT
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
5.5.4 Discrete Input Setup
1. At the “DISCRETE INPUT SETUP” prompt answer “YES.”
2. Use the selector knob (NEXT/BACK) to review the setting for each
discrete input.
3. For Input DI #1, use the control knob (NO) to select either “ACTIVE ON
CLOSED CONTACT” or “ACTIVE ON OPEN CONTACT.” After selection is
made, answer “YES.”
4. Repeat Step No. 3 for the remaining 5 inputs.
Discrete inputs are used primarily for remote control operation. Refer to
Section 4.5, Remote/Auto Control Operation, for valve control setup using
the discrete inputs.
For connecting a discrete input see Section 3.5, Discrete Controlled Inputs.
See Figure 5-9.
Figure 5-9 Discrete Input Setup
Configuration of discrete inputs are shown below.
Increase DI #1 Active
Contact Choice:
OPEN or CLOSE
Figure 5-9 Discreet Input Setup
YES
Go to
Figure 5-4
DI #1 Active on
<open/close>
CONTACT
NO
Increase DI #2 Active
Contact Choice:
OPEN or CLOSE
YES
DI #2 Active on
<open/close>
CONTACT
NO
Increase DI #3 Active
Contact Choice:
OPEN or CLOSE
YES
DI #3 Active on
<open/close>
CONTACT
NO
Increase DI #4 Active
Contact Choice:
OPEN or CLOSE
YES
DI #4 Active on
<open/close>
CONTACT
NO
Increase DI #5 Active
Contact Choice:
OPEN or CLOSE
YES
DI #5 Active on
<open/close>
CONTACT
NO
Increase DI #6 Active
Contact Choice:
OPEN or CLOSE
YES
DI #6 Active on
<open/close>
CONTACT
NO
BACK
YES
TAG NAME
SETUP?
BACK
NEXT
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Section 5: Customizing Actuator Settings
Customizing Actuator Settings
5.5.5 Discrete Output Setup
Relay outputs are used primarily for hard wired status feedback. Each relay
may be congured (assigned) to various status, alarm, or control functions.
Relay outputs can be congured to be active on the listed alarms/conditions.
Relay outputs #1 through #5 are standard and may be congured as shown in
Table 5-1. Congurable functions are listed in Table 5-2.
To congure the relays:
1. At the “DISCRETE OUTPUT SETUP?” prompt answer “YES.”
2. Use the selector knob (NEXT/BACK) to review the settings for Discrete
Outputs.
3. Use the control knob (NO) to select desired conguration for each relay.
See Figure 5-10.
Table 5-1. Relay Outputs #1 through #5 Configuration
Relay
Default
Function
Configurable
Function
Configure
N.O./N.C.
Default
Setting
Configure
Flashing
RO#1
LSO
Valve full
OPEN
See Table 5-2
Relay Output
Function List
Yes N.O. Yes
RO#2
LSC
Valve full
CLOSE
See Table 5-2
Relay Output
Function List
Yes N.O. Yes
RO#3
LSO
Valve Full
Open
See Table 5-2
Relay Output
Function List
Yes N.O. Yes
RO#4
LSC
Valve Full
Close
See Table 5-2
Relay Output
Function List
Yes N.O. Yes
RO#5
Monitor
Valve not
available
Host Control –
see NOTE
No
1 N.O. and
1 N.C.
Yes
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Section 5: Customizing Actuator Settings
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NOTE:
Host Control means the control of this relay has been given to the network if a
Controlinc card has been installed. The relay will not function if the Controlinc card
is not installed. Flashing means the output will cycle ON and OFF in one-second
intervals while the function is active.
Table 5-2. Relay Output Function List
• LSO (Open limit) • LOW BATTERY • VALVE STALL • LOCAL ESD
• LSC (Close limit) • LOCAL
• VALVE DRIFT
(MOVED BY
HANDWHEEL)
• ESD ACTIVE
• LSA (Intermediate limit A) • STOP (SS OFF) • LOST POWER • LOST ANALOG
• LSB (Intermediate limit B) • REMOTE
• MOTOR
OVERLOAD
• ACTUATOR FAIL
• OPENING • OPEN TORQUE • LOST PHASE
• HOST CONTROL
(Controlled by
Network)
• CLOSING • CLOSE TORQUE • OPEN INHIBIT
• LOST COM
A/B
• MOVING
• OVER TORQUE
(Open or Close)
• CLOSE INHIBIT • UNIT ALARM
• Partial Stroke
Test (PST)*
*Only available for Relays 3 and 4.
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Section 5: Customizing Actuator Settings
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Figure 5-10 Discrete Output Setup
NOTE:
*Only available for Relays 3 and 4.
NO NO NO NO NO NO
Figure 5-10 Discrete Output Setup
Go to
Figure 5-4
YES YES
Relay #1
<trigger>
YES
Relay #1
<N.O. / N.C.>
YES YES
Relay #1
<cont / ash>
YES YES
Relay #2
<trigger>
Relay #2
<N.O. / N.C.>
Relay #1
<cont / ash>
Increment thru list
of relay triggers
(see list below)
NO
BACK
NEXT
BACK
DISCRETE
OUTPUT SETUP?
Increment Relay
Normally Open / Close Choice:
N.O. or N.C.
Increment Relay Continuous
or Flashing Choice:
Continuous or Flashing
Increment thru list
of relay triggers
(see list below)
Increment Relay
Normally Open / Close Choice:
N.O. or N.C.
Increment Relay Continuous
or Flashing Choice:
Continuous or Flashing
NO NO NO NO NO NO
YES
Relay #3
<trigger>
YES
Relay #3
<N.O. / N.C.>
YES YES
Relay #3
<cont / ash>
YES YES
Relay #4
<trigger>
Relay #4
<N.O. / N.C.>
Relay #4
<cont / ash>
Increment thru list
of relay triggers
(see list below)
Increment Relay
Normally Open / Close Choice:
N.O. or N.C.
Increment Relay Continuous
or Flashing Choice:
Continuous or Flashing
Increment thru list
of relay triggers
(see list below)
Increment Relay
Normally Open / Close Choice:
N.O. or N.C.
Increment Relay Continuous
or Flashing Choice:
Continuous or Flashing
NO NO NO NO
YES
Relay #5
<generic / monitor>
YES
YES
Relay #5
<cont / ash>
YES YES
LSA Position
><xx>%
LSB Position
<<xx>%
Increment Relay #5
Choice as:
Generic or Monitor
Increment Relay Continuous
or Flashing Choice:
Continuous or Flashing
Relays #9 to #12 are
configured the Same
as #1 to #4
Increment Position
1-99% in
Steps of 1%
Increment Position
1-99% in
Steps of 1%
ARM Installed?
LSO
LSC
LSA
LSB
Opening
Closing
Open Torque
Close Torque
LOCAL
Stop
Remote
Valve Drift
Lost Power
Lost Phase
Motor Overload
Open Inhibit
Close Inhibit
Local ESD
Any ESD
Lost AIN#1
Lost AIN#2
Generic
Moving
Over Torque
Valve Stalled
Low Battery
Monitor
PST*
Actuator Fail
List of Relay Triggers:
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Section 5: Customizing Actuator Settings
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Relays #9 through #12 are the auxiliary relays when the Auxiliary Relay Module
(ARM) is installed. To congure these relay outputs, follow Step No.1 through
No. 3 listed above. See Table 5-3.
NOTE:
The ARM cannot be added when the Controlinc ACM is installed.
Table 5-3. Relay Outputs #9 through #12 Configuration
Relay
Default
Function
Configurable
Function
Configure
N.O./N.C.
Default
Setting
RO#9 Lost Power
See Table 5-2 Relay
Output Function List
Yes N.O.
RO#10 Motor Overload
See Table 5-2 Relay
Output Function List
Yes N.O.
RO#11 Lost Phase
See Table 5-2 Relay
Output Function List
Yes N.O.
RO#12 Over Torque
See Table 5-2 Relay
Output Function List
Yes N.O.
5.5.6 Inhibit and ESD Setup
1. At the “INHIBIT AND ESD SETUP?” prompt answer “YES.”
2. Use the selector knob (NEXT/BACK) to review the settings for Control
Inhibits and Emergency Shut Down.
3. Use the control knob (NO) to select either ON or OFF for each setting;
then answer “YES.”
Figure 5-11 details each setting.
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Figure 5-11 Inhibit and ESD Setup
YES
0-60mSec
in 0.25
increments
NO
YES
Figure 5-11 Inhibit & ESD Setup
YES
Go to
Next Figure 5-12
Go to
Next Figure 5-4
Open Inhibit
<Yes=On;
No=Off>
YES
YES
NO
YES
YES
YES
ESD Override
On Local:
<Yes=Off;
No=On>
YES
YES
YES
YES
YES
INHIBIT & ESD
SETUP?
BACK
NEXT
Close Inhibit
<Yes=On;
No=Off>
ESD Override
On Stop:
<Yes=Off;
No=On>
Hard Wired ESD
<Yes=On;
No=Off>
ESD Override
On Inhibit:
<Yes=Off;
No=On>
Remote ESD
<Yes=On;
No=Off>
ESD Override
On Torque:
<Yes=Off;
No=On>
Lost Com ESD
<Yes=On;
No=Off>
ESD Override On
Thermal
<Yes=Off; No=On>
ESD
Delay
<ValvePos=
Stayput,
Open, Close> On ESD
<Yes=Off; No=On>
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5.5.7 Two-Speed Timer Setup
The two-speed timers can be congured for the actuator to be controlled with
different opening and closing times. All congured timers are active in the LOCAL
and REMOTE modes.
NOTE:
All three timers, close, open, and anti-water hammer, can operate at the same time.
If two timer ranges overlap, the anti-water hammer timer overrides all timers.
1. At the “TWO-SPEED TIMER SETUP?” prompt answer “YES.”
2. Use the selector knob (NEXT/BACK) to review the settings for each timer.
3. Use the control knob (NO) to select either ON or OFF, increment the
position percentage, and pulse time.
4. Answer “YES” after each selection. See Figure 5-12.
Figure 5-12 Two-Speed Timer Setup
NO
NO
NO NO NO
Figure 5-12 Two-Spead Timer Setup
Go to
Figure 5-4
YES YES
YES
YES
YES
Close Timer
<On / O>
YES
Open Timer
<On / O>
YES
YES
Anti-Water
Hammer
<On / O>
YES
Timer Start
Position:
<xx>%
YES YES
Timer Stop
Position:
<xx>%
YES
Pulse On Time:
<xx.x> Sec
Pulse Off Time:
<xx.x> Sec
TWO-SPEED
TIMER SETUP?
CLOSE
TIMER SETUP?
OPEN
TIMER SETUP?
ANTI-WATER
HAMMER SETUP?
Increment Position
1-99% in Steps of 1%
Increment Position
1-99% in Steps of 1%
1-10 sec in
0.5 sec Increments
1-100 sec in
1 sec Increments
NO NO NO NO
YES
Timer Start
Position:
<xx>%
YES YES
Timer Stop
Position:
<xx>%
YES
Pulse On Time:
<xx.x> Sec
Pulse Off Time:
<xx.x> Sec
Increment Position
1-99% in Steps of 1%
Increment Position
1-99% in Steps of 1%
1-10 sec in
0.5 sec Increments
1-100 sec in
1 sec Increments
NO
YES
Timer Start
Position:
<xx>%
YES
Pulse Off Time:
<xx.x> Sec
Increment Position
1-30% in Steps of 1%
NO
NO
NO
NO
YES
Pulse On Time:
<xx.x> Sec
1-10 sec in
0.5 sec Increments
1-100 sec in
1 sec Increments
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5.5.8 Analog Setup (ACM Required)
NOTE:
Only displayed/applicable if the ACM is installed and analog control is enabled in
the valve control setup. See Section 5.5.2, Valve Control Setup.
All analog I/O are loop powered.
1. At the “ANALOG SETUP?” prompt, answer “YES.”
2. Use the selector knob (NEXT/BACK) to review the settings for
analog control.
3. Use the control knob (NO) to increment the bandwidths and delay
time, to select polarity and lost signal parameters, and to calibrate
analog in/out.
4. Answer “YES” after each selection. See Figure 5-13.
To calibrate analog input, connect a calibrated precision 4-20mA current source to
Terminal 25(+) and 26(-) for AIN#1.
To calibrate analog input AIN#2, connect a calibrated precision 4-20mA current
source to Terminal 27(+) and 28(-).
To calibrate analog outputs, the user must connect a calibrated precision
4-20mA current meter to Terminals 31(+) and 32(-) for AO#1 or Terminals 29(+)
and 30(-) for AO#2.
To calibrate analog output AO#2, the user must connect a calibrated precision
4-20mA current meter to terminals to 33(+) and 34(-).
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Figure 5-13 Analog Setup
NOTE: The actuator senses that the Futronic ACM is installed and adjusts the display sequence to display
only one input.
Analog
Control
<ain1/ain2>
Stayput or
Go To Position
YES
Figure 5-13 Analog Setup
Go to Figure 5-13
Go to Figure 5-13-1
Go to next display
See Figure 5-4
BACK
ANALOG
SETUP?
BACK
NEXT
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
Analog
Input #2
Alarm
<on/off>
YES
AO #1 Source
<position, setpoint,
torque, network>
YES
AO #2 Source
<position, setpoint,
torque, network>
YES
Position
Bandwidth =
<x.x>%
<0.1-5.0% in 0.1%
increments>
Analog Input #1
Alarm
<on/off>
NO
NO
NO
NO
NO
Delay Time =
<xx.xx> SEC
<0-60 sec in 1 sec
increments>
Input
Polarity Close =
<4/20>mA
NO
NO
YES
Output
Polarity Close =
<4/20>mA
NO
YES
<LostSigAction>
On Lost
Signal?
NO
Go to <xx%>
on Lost
Signal?
<0-100% in 1%
increments>
Speed
Bandwidth =
<x.x>%
<0.5-9.0% in 0.5%
increments>
NO
Control Mode Analog?
ACM Installed?
Analog Control AIN 1?
ACM Installed?
Control Mode Analog?
Go to Position on
Lost Signal?
NO
OR
NEXT
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Figure 5-13-1 Analog Input 1 Calibration Setup
Calibrate
4MA?
4MA Reference
Applied?
NO
Figure 5-13-1 Analog Input 1
Calibration Setup
YES
YES
YES
YES
Accept
4MA Setting?
YES
Return to Analog Setup?
In Figure 5-13
BACK
NO
NO
Calibrate
AIN #1
4-20MA?
NO
Calibrate
20MA?
20MA Reference
Applied?
NO
YES
Accept
20MA Setting?
YES
NO
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Figure 5-13-2 Analog Input 2 Calibration Setup
Calibrate
4MA?
4MA Reference
Applied?
NO
Figure 5-13-2 Analog Input 2
Calibration Setup
YES
YES
YES
YES
Accept
4MA Setting?
YES
Return to Analog Setup?
In Figure 5-13
BACK
NO
NO
Calibrate
AIN #2
4-20MA?
NO
Calibrate
20MA?
20MA Reference
Applied?
NO
YES
Accept
20MA Setting?
YES
NO
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Figure 5-13-3 Analog Output 1 Calibration Setup
Increase Value
0.01 mA
Calibrate
4MA?
Is External Meter
Connected?
NO
NO
Figure 5-13-3 Analog Output 1
Calibration Setup
YES
YES
Decrease Value
0.01 mA
YES
YES
Accept 4MA
Setting?
YES
Go to
Figure 5-13-2
NO
NO
Calibrate
20MA?
Is External Meter
Connected?
NO
YES
YES
YES
Accept 20MA
Setting?
YES
NO
Increase Setting
0.01MA?
NO
Decrease Setting
0.01MA?
Calibrate
AO#1
4-20MA?
NO
OR
NEXT
NEXT
Increase Value
0.01 mA
YES
Decrease Value
0.01 mA
YES
Increase Setting
0.01MA?
NO
Decrease Setting
0.01MA?
NO
OR
NEXT
NEXT
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Figure 5-13-4 Analog Output 2 Calibration Setup
Increase Value
0.01 mA
Calibrate
4MA?
Is External Meter
Connected?
NO
NO
Figure 5-13-5 Analog Output 2
Calibration Setup
YES
YES
Decrease Value
0.01 mA
YES
YES
Accept 4MA
Setting?
YES
Return to Analog Setup?
In Figure 5-13
NO
NO
Calibrate
20MA?
Is External Meter
Connected?
NO
YES
YES
YES
Accept 20MA
Setting?
YES
NO
Increase Setting
0.01MA?
NO
Decrease Setting
0.01MA?
Calibrate
AO#2
4-20MA?
NO
OR
NEXT
NEXT
Increase Value
0.01 mA
YES
Decrease Value
0.01 mA
YES
Increase Setting
0.01MA?
NO
Decrease Setting
0.01MA?
NO
OR
NEXT
NEXT
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5.5.9 Network Setup (CAM and Controlinc ACM Required)
NOTE:
Only displayed/applicable if the Communication Adapter Module (CAM) and
the ControIinc ACM are installed, and the network control is enabled.
See Section 5.5.2, Valve Control Setup.
1. At the “NETWORK SETUP?” prompt, answer “YES.”
2. Use the selector knob (NEXT/BACK) to review the settings for
network control.
3. Use the control knob (NO) to increment the node address, response delay,
and analog I/O scale, and to select the parity, and analog scale.
4. Answer “YES” after each selection.
See Figure 5-14.
Protocol is set at the factory by the selected CAM based on purchase order
information. Protocol may not be changed by the user in the eld. Only factory
technicians may change the CAM or protocol in the eld.
Baud rate is automatically dened by the Controlinc ACM and no setup is required.
To calibrate analog inputs, the user must connect a calibrated precision 4-20mA
current source to Terminals 25(+) and 26(-) for AIN#1 or Terminals 27(+) and 28 (-)
for AIN#2. To calibrate analog output, the user must connect a calibrated precision
4-20mA current meter to Terminals 29(+) and 30(-) for AO#1.
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Figure 5-14 Network Setup
NOTE: The actuator senses that the Controlinc ACM is installed and adjusts the display sequence to
display only one output.
NO
Figure 5-14
Network Setup
NETWORK
SETUP?
Go to
Figure 5-4
Go to
Figure 5-2
YES
BACK
NEXT
Increment from
001 to 254
NO
Increment from
001 to 255
NO
Increment from
001 to 255
NO
Increment alarm
choice:
<YES or NO>
NO
BACK
NO
OR
NEXT
YES
Network
Node Address
<xxx>
YES
Response
Delay
<xxx>MS
YES YES
YES
YES
YES
Chan A Parity?
<parity>
Lost Comm
Delay
<xxx>MS
Enable New A
Alarm?
<alarm>
Increment parity
choice: NONE, ODD
or EVEN
NO
Write Protect?
<YES/NO>
Increment choice:
<YES or NO>
NO
Select Baud
Rate Choice
NO
Increment stop bit
choice: 1, 1.5 or 2
NO
Increment word
length choice:
5, 6, 7, 8 bits
NO
YES
Chan A
Baudrate?
<baud>
YES
YES
Enable Net B
Alarm?
Chan A
Stop Bit?
<stopbit>
Chan A
Word Length?
<wlength>
NONONONOYES
YES
Chan B
Parity?
<parity>
YES
YES
Chan B
Word Length?
<wlength>
Chan B
Baudrate?
<baud>
Chan B
Stop Bit?
<stopbit>
Increment parity
choice: NONE, ODD
or EVEN
FUTURE
RELEASE
Factory
Network
Adapter is Controlinc OR
DeviceNet OR FF BlockMode OR
FF Mod. Mode OR
Probus
Increment alarm
choice:
<YES or NO>
Select Baud
Rate Choice
Increment stop bit
choice: 1, 1.5 or 2
Increment word
length choice:
5, 6, 7, 8 bits
4800, 9600, 1440,
19200, 38400,
57600, 115200 &
128000
BAUD RATE:
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Figure 5-14-1 Network Setup Display Menu
BACK
Figure 5-14 Setup
Display Menu
YES
Network Node
Address <xxx>
<001-245>
YES
BACK
NEXT
NETWORK
SETUP?
Go to next display
See Figure 5-4
Go to
Figure 5-13
NO
OR
NEXT
YES
Response Delay
<xxx>MS
NO
YES
Enable Net A
Alarm?
<alarm>
NO
YES
Chan A Parity?
<parity>
NO
YES
Chan A
Baudrate?
<baud>
NO
Chan A
Stop Bit?
<stopbit>
YES
Chan A Word
Length?
<wlength>
NO
YES
Enable Net B
Alarm?
<alarm>
NO
YES
Chan B Parity?
<parity>
NO
YES
Chan B
Baudrate?
<baud>
NO
Chan B
Stop Bit?
<stopbit>
YES
NO
YES
Chan B
Word Length?
<wlength>
NO
YES
NO
Write
Protect?
<YES/NO>
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5.5.10 Tag Name Setup
1. At the “TAG NAME SETUP?” prompt, answer, “YES.”
2. Use the control knob (NO) to increment the data entry selection for
each character.
NOTE:
The tag name consists of a maximum of sixteen characters. Spaces and dashes are
included in the sequence of “space,” “-,“ “0-9,” “A-Z.”
3. At the “ACCEPT?” prompt, answer, “YES” for each character.
4. Use the selector knob (BACK) to make changes to the previous characters
in the tag name while entering the data.
See Figure 5-15.
Figure 5-15 Tag Name Setup Menu
BACK
Menu Setup
YES
BACK
TAG NAME
SETUP?
TAG NAME SETUP MENU
Figure 5-15
Go to
Figure 5-13
NO
OR
NEXT
BACK
NEXT
NO
Increment
characters: sp, -,
0-9, A-Z,
NO NO
YES
ACCEPT?
x
YES YES
YES
Continue this process
for 16 characters
ACCEPT?
xx
ACCEPT?
xx
Increment
characters: sp, -,
0-9, A-Z,
Increment
characters: sp, -,
0-9, A-Z,
PASSCODE SETUP MENU
Figure 5-16
BACK
NEXT
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5.5.11 Passcode Setup
The passcode may be changed via the passcode setup sequence.
1. At the “PASSCODE SETUP?” prompt, answer “YES.”
2. Use the control knob (NO) to increment the data entry selections of 0-9
and A-Z for each character. The passcode consists of 3 characters.
3. Use the selector knob (BACK) to make changes to the previous characters
in the passcode while entering the data.
4. Answer “YES” to the “ACCEPT PASSCODE CHARACTER X?” prompt.
5. Repeat Step No. 2 and 3 until all three characters have been entered.
NOTE:
This new passcode must be entered the next time changes are made.
Figure 5-16 Passcode Setup Menu
BACK
Menu Setup
YES
BACK
TAG NAME
SETUP?
TAG NAME SETUP MENU
Figure 5-15
Go to
Figure 5-13
NO
OR
NEXT
BACK
NEXT
NO
Increment
characters: sp, -,
0-9, A-Z,
NO NO
YES
ACCEPT?
x
YES YES
YES
Continue this process
for 16 characters
ACCEPT?
xx
ACCEPT?
xx
Increment
characters: sp, -,
0-9, A-Z,
Increment
characters: sp, -,
0-9, A-Z,
YES
PASSCODE SETUP MENU
Figure 5-16
BATTERY ENABLE MENU
Figure 5-17
BACK
NEXT
NO
Increment
character: 0-9, A-Z,
NO NO
YES
ACCEPT
Passcode
Character 1:0
YES YES
PASSCODE
SETUP?
NEXT
OR
BACK
ACCEPT
Passcode
Character 2:00
ACCEPT
Passcode
Character 3:000
Increment
character: 0-9, A-Z,
Increment
character: 0-9, A-Z,
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Figure 5-17 Battery Enable Menu
Figure 5-18 Set Time and Date Menu
NEXT
OR
BACK
NO NO
YES YES YES
Increment hour:
0 to 23
HOUR?
<xx>
Increment minute:
0 to 59
MINUTE?
<xx>
Save
Change
Settings?
YES
YES
SET TIME
& DATE?
BACK
Menu Setup
YES
BACK
NEXT
TAG NAME
SETUP?
TAG NAME SETUP MENU
Figure 5-15
Go to
Figure 5-13
Go to
Figure 5-4
NO
OR
NEXT
BACK
NEXT
NO
Increment
characters: sp, -,
0-9, A-Z,
NO NO
YES
ACCEPT?
x
YES
NO
Increment
choice:
<YES/NO>
Battery
Enable?
YES YES
YES
Continue this process
for 16 characters
ACCEPT?
xx
ACCEPT?
xx
Increment
characters: sp, -,
0-9, A-Z,
Increment
characters: sp, -,
0-9, A-Z,
YES
PASSCODE SETUP MENU
Figure 5-16
BATTERY ENABLE MENU
Figure 5-17
BACK
NEXT
NO
Increment
character: 0-9, A-Z,
NO NO
YES
ACCEPT
Passcode
Character 1:0
YES YES
PASSCODE
SETUP?
NEXT
OR
BACK
NEXT
OR
BACK
BATTERY
ENABLE?
ACCEPT
Passcode
Character 2:00
ACCEPT
Passcode
Character 3:000
Increment
character: 0-9, A-Z,
Increment
character: 0-9, A-Z,
SET TIME & DATE MENU
Figure 5-18
BACK
NEXT
NO
Increment year:
00 to 99
NO NO
YES
YEAR?
<xx>
YES
Increment month:
JAN to DEC
MONTH?
<xx>
Increment day:
1 to 31
DAY?
<xx>
YES YES YES
NO
Increment
choice:
<YES/NO>
Battery
Enable?
NO
Increment
choice:
<YES/NO>
Low Battery
Alam: OFF/ON
NEXT
OR
BACK
BATTERY
ENABLE?
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71
Section 5: Customizing Actuator Settings
Customizing Actuator Settings
5.5.12 Reload Factory Settings
Factory default settings are detailed in Table 4-4. Factory settings do not overwrite
valve travel limits or analog calibration.
CAUTION:
CLEAR LOGS only clears the alarm log, torque profile, and resets the operation
log.
Figure 5-19 Bluetooth
NOTE:
Only 1 Bluetooth module can be enabled.
YES
YES
Save
Change
Settings?
NO
Figure 5-19 Bluetooth
BLUETOOTH
Go to Figure 5-4
Set Time & Date
Go to Figure 5-4
Save Change Settings
YES
BACK
NEXT
Increment choice:
<ENABLE or DISABLE>
NO NO NO NO NO
BACK
Go to Figure 5-4
Restore Factory Settings
NO
OR
NEXT
YES
LDM
Bluetooth
<Enable Disable>
YES YES YES
Increment choice:
<ENABLE or DISABLE>
RDM1
Bluetooth
<Enable Disable>
Increment choice:
<ENABLE or DISABLE>
RDM2
Bluetooth
<Enable Disable>
Increment choice:
<ENABLE or DISABLE>
BTDiscovery
<Enable Disable>
Increment choice:
<TAG or SERIAL>
Modied Variables
are saved to EEPROM
and Update Registry
Bluetooth
Name
<Tag Serial>
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72
Section 6: Troubleshooting
Troubleshooting
Section 6: Troubleshooting
CAUTION:
This actuator is non-intrusive. Do not open the control compartment on the actuator
unless absolutely necessary. It was sealed in dry-clean conditions in the factory and
entry into this compartment should not be necessary. Unauthorized entry could void
the warranty.
6.1 Troubleshooting Problems/Corrective Action
for Actuator Operation
Symptom Probable Cause Corrective Action
Motor will not Run
Blown Control Fuse Check Fuse and Replace as necessary
Open in Control Circuit
Refer to appropriate wiring diagram and check
for continuity
Insulation Resistance Breakdown in
Motor
Perform Megger Test
No Power available to Actuator Tripped Circuit Breaker Reset Circuit Breaker
Handwheel Hard to Turn
Valve Stem improperly Lubricated Lubricate with Grease
Actuator Lubrication has broken
down
Clean out old grease and replace with
recommended lubricant
Valve packing gland too tight Loosen packing gland nuts as necessary
Drive Sleeve Bearing Failure Replace Bearing
Jammed Valve Refer to Valve Maintenance
Valve only opens or closes
partially with motor
Torque Switch Setting too low Check Setting and Reset if necessary
Limit Switch Improperly Set
Check Switch Actuation and re-calibrate if
necessary
Torque switch is properly set,
but actuator Torque’s out in
mid-travel, open or closed
direction
Damaged or bent valve stem Refer to Valve Maintenance
Valve packing too tight Refer to Valve Maintenance
Jammed Valve (obstruction in line) Refer to Valve Maintenance
Handwheel will not operate
valve
Handwheel shaft bearing assembly
malfunction
Repair or replace as necessary
Sheared gear key or Stripped Gearing Replace as necessary
PS Shifter Position or Malfunction Replace Gear(s)
Broken Handwheel Shaft Repair or replace as necessary
Broken Valve Stem or Stripped Stem
Nut
Repair or replace as necessary
Motor runs but will not operate
the valve
Motor Bearing Assembly Malfunction Repair or replace as necessary
Sheared gear key (fastener pin) Replace
Stripped Gearing Replace
Broken Valve Stem or Stripped Stem
Nut
Repair or replace as necessary
If the LDM does not receive communication messages from the CCM within 5 seconds after power is applied
or loses communication for 5 seconds or more, it will display a ashing message "CCM LINK FAILED" and
blink all three LEDs.
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Section 6: Troubleshooting
Troubleshooting
6.2 Display Diagnostics
Displaying diagnostics retrieves historical data that is stored in the actuator’s memory.
This aids in troubleshooting.
1. At the “DISPLAY DIAGNOSTICS?” prompt, answer “YES.”
2. Use the selector knob (NEXT/BACK) to review the settings. See Figure 6-1.
NOTE:
When the “SET LIMITS BEFORE OPERATING” alarm is displayed, no other alarms will be
displayed until the limits are set.
Figure 6-1 Display Diagnostics
YES
BACK
Figure 6-1Display
Diagnostic
Display
Alarm
Log?
YES
BACK
NEXT
DISPLAY
HARDWARE
DIANOSTICS?
EXIT?
Go to
Figure 6-2
Go to next display.
See Figure 5-1
NO
OR
NEXT
NO
NO
NO
NO
NO
NO
YES
Display
Torque
Profile?
Go to
Figure 6-3
YES
Display
Torque
Archive?
Go to
Figure 6.2.3
YES
Display
Operate
Log?
Go to
Figure 6-4
YES
Display
Operate
Archive?
Go to
Figure 6-5
YES
Display
Hardware
State?
Go to
Flowchart 6-6
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Section 6: Troubleshooting
Troubleshooting
6.2.1 Display Alarm Log
At the time the alarm occurs, the alarm is displayed on the bottom line of the
message center. This display lists the last nine alarms that have occurred. The rst
alarm listed is the most recent to occur. The alarm list progresses from the most
recent to the oldest. The following alarms may be displayed.
EFM MONITOR OPEN INHIBIT
OPEN TORQUE_% CLOSE INHIBIT
CLOSE TORQUE_% LOCAL ESD
VALVE STALLED REMOTE ESD
VALVE DRIFT LOST AIN1 SIGNAL
POWER FAIL ACTUATOR FAIL
LOST PHASE SETUP ERROR
MOTOR OVERLOAD SET LIMITS BEFORE OPERATING
NOTE:
When the “SET LIMITS BEFORE OPERATING” alarm is displayed, no other alarms
will be displayed until the limits are set.
1. At the “DISPLAY ALARM LOG?” prompt, answer “YES.”
2. Use the selector knob (NEXT/BACK) to review the alarms. See Figure 6-2.
NOTE:
The control knob (YES/NO) can be used to view the alarms however do
not cycle the control knob between NO and YES because the unit could
display the “SETUP” mode.
3. Use the control knob (NO) to exit the display.
Figure 6-2 Display Alarm Log Example
BACK
YES
DISPLAY
ALARM LOG?
DISPLAY ALARM LOG
Figure 6-2
Go to
Figure 6-1
NO
OR
NEXT
BACK
NEXT
NO NO
YES
1 <alarm 1>
2 <alarm 2>
YES
3 <alarm 3>
4 <alarm 4>
NO
YES
5 <alarm 5>
6 <alarm 6>
NO
YES
7 <alarm 7>
8 <alarm 8>
NO
YES
9 <alarm 9>
10 <alarm 10>
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Section 6: Troubleshooting
Troubleshooting
6.2.2 Display Torque Profile
Torque prole is data on the last stroke. Torque data is recorded at 10% intervals of
valve travel and is displayed for both open and close directions. Pullout torque is
peak torque recorded in the open direction from 0 to 90% while unseating the valve.
1. At the “DISPLAY TORQUE PROFILE?” prompt, answer “YES.”
2. Use the control knob (YES) to review the torque proles. See Figure 6-3.
NOTE:
Two positions of torque data are shown for each “YES” that is selected.
Figure 6-3 Display Torque Profile
BACK
YES
DISPLAY
ALARM LOG?
DISPLAY ALARM LOG
Figure 6-2
Go to
Figure 6-1
DISPLAY TORQUE PROFILE
Figure 6-3
NO
OR
NEXT
NO
OR
NEXT
BACK
NEXT
NO NO
YES
1 <alarm 1>
2 <alarm 2>
YES YES
DISPLAY
TORQUE PROFILE
Pull-out
Torque
<xx>%
YES
3 <alarm 3>
4 <alarm 4>
NO
YES
5 <alarm 5>
6 <alarm 6>
NO
YES
7 <alarm 7>
8 <alarm 8>
NO
YES
9 <alarm 9>
10 <alarm 10>
YES
BACK
NEXT
NO
NO
NO
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Open
Torque
Profile?
YES
NO
YES
NO
YES YES
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
YES
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Close
Torque
Profile?
YES
NO
YES
NO
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
NO
OR
NEXT
YES
Pull-out
Torque
<xx>%
YES
BACK
NEXT
NO
NO
NO
NO
NO
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Open
Torque
Archive?
YES
NO
YES
NO
YES YES
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
YES
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Close
Torque
Archive?
YES
NO
YES
NO
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
DISPLAY
TORQUE ARCHIVE
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Section 6: Troubleshooting
Troubleshooting
6.2.3 Display Torque Archive
Torque archive is displayed like Torque Prole. Torque archive is the data stored at
the time commanded by the user in the “CHANGE SETTINGS” mode. See Section
5.5.2, Valve Control Setup and Figure 5-6.
1. At the “DISPLAY TORQUE ARCHIVE?” prompt, answer “YES.”
2. See Section 6.2.2, Display Torque Profile, and Figure 6-3.
6.2.4 Display Operation Log
Operation log aids in troubleshooting because it contains the operation data
accumulated since the operation log was reset. See Figure 6-4.
1. At the “DISPLAY OPERATE LOG?” prompt, answer “YES.”
2. Use the control knob (YES) to review the operate log.
Motor starts value is the number of times the motor has been started. The strokes
value displayed is the number of full strokes from limit to limit. Stroke time can be
measured as follows:
1. Reset operation log.
2. Stroke the valve. Stroke time is equal to the motor run time.
Motor run time is the total motor operational time.
To reset operation log:
1. Enter “Change Settings” mode.
2. Select “VALVE CONTROL SETUP?”
See Section 5.5.2, Valve Control Setup
Figure 6-4 Display Operation Log
DISPLAY TORQUE PROFILE
Figure 6-3
NO
OR
NEXT
YES YES
DISPLAY
TORQUE PROFILE
Pull-out
Torque
<xx>%
YES
DISPLAY
OPERATE LOG?
DISPLAY OPERATION LOG
Figure 6-4
NO
OR
NEXT
BACK
NEXT
NO NO
YES
Motor
Starts
<xxx,xxx,xxx>
YES
NO
YES
YES
BACK
NEXT
NO
NO
NO
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Open
Torque
Profile?
YES
NO
YES
NO
YES YES
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
YES
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Close
Torque
Profile?
YES
NO
YES
NO
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
NO
OR
NEXT
YES
Pull-out
Torque
<xx>%
YES
BACK
NEXT
NO
NO
NO
NO
NO
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Open
Torque
Archive?
YES
NO
YES
NO
YES YES
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
YES
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Close
Torque
Archive?
YES
NO
YES
NO
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
DISPLAY
TORQUE ARCHIVE
Strokes
<xxx,xxx,xxx>
Motor
Run Time
<hr:min:sec>
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Section 6: Troubleshooting
Troubleshooting
6.2.5 Display Operation Archive
Operation archive displays operation data from the initial commissioning.
See Figure 6-5. The operation archive cannot be reset in the “CHANGE SETTINGS”
mode. The operation archive can be reset in the “FACTORY SETUP” mode;
however the actuator must be decommissioned and travel limits must be reset
before operating as detailed in Section 4.3.1, Setting Position Limits.
1. At the “DISPLAY OPERATE ARCHIVE” prompt, answer “YES.“
2. Use the control knob (YES) to review the operation archive.
Figure 6-5 Display Operation Archive
6.2.6 Display Hardware
This display reports the status of the modules and can identify which module is at
fault if a problem exists with the actuator. Typical status report can include:
• Normal
• Not Congured
• Lost Link
• Failed
1. At the “DISPLAY HARDWARE?” prompt, answer “YES.”
2. Use the control knob (YES) to review the hardware status.
See Figure 6-6.
YES
DISPLAY
OPERATE LOG?
DISPLAY OPERATION LOG
Figure 6-4
NO
OR
NEXT
BACK
NEXT
NO NO
YES
Motor
Starts
<xxx,xxx,xxx>
YES
NO
YES
NO
NO
NO
NO
<xx>%
NO
NO
YES
NO
<xx>%
<xx>%
<xx>%
YES
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Close
Torque
Profile?
YES
NO
YES
NO
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
NO
OR
NEXT
YES
Pull-out
Torque
<xx>%
YES
BACK
NEXT
NO
NO
NO
NO
NO
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Open
Torque
Archive?
YES
NO
YES
NO
YES YES
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
YES
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Close
Torque
Archive?
YES
NO
YES
NO
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
DISPLAY
TORQUE ARCHIVE
Strokes
<xxx,xxx,xxx>
Motor
Run Time
<hr:min:sec>
YES
DISPLAY
OPERATE ARCHIVE?
DISPLAY OPERATION ARCHIVE
Figure 6-5
NO
OR
NEXT
BACK
NEXT
NO NO
YES
Motor
Starts
<xxx,xxx,xxx>
YES
NO
YES
Strokes
<xxx,xxx,xxx>
Motor
Run Time
<hours>
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Section 6: Troubleshooting
Troubleshooting
Figure 6-6 Display Hardware
NO
YESYES
NO
YES YES
NO
Analog
<analog_state>
<state: NORMAL/
NOT CONFIGURED/
UNDER RANGE/
OVER RANGE>
Network
<network_state>
<state: NORMAL/
NOT CONFIGURED/
SPI LINK LOST/ACM
FAILED/HOST LOST
EFM
<efm_state>
<state: NORMAL/
SHUTDOWN/
FAILED>
Refresh every
30 seconds
YES
DISPLAY
OPERATE LOG?
DISPLAY OPERATION LOG
Figure 6-4
DISPLAY HARDWARE
Figure 6-6
NO
OR
NEXT
BACK
NEXT
NO NO
YES
Motor
Starts
<xxx,xxx,xxx>
YES
NO
YES
NO
OR
NEXT
YES
Pull-out
Torque
<xx>%
YES
BACK
NEXT
NO
NO
NO
NO
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Open
Torque
Archive?
YES
NO
YES
NO
YES YES
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
YES
NO
YES
@10 Torque =
<xx>%
@20 Torque =
<xx>%
Display Close
Torque
Archive?
YES
NO
YES
NO
YES
NO
@30 Torque =
<xx>%
@40 Torque =
<xx>%
@50 Torque =
<xx>%
@60 Torque =
<xx>%
@70 Torque =
<xx>%
@80 Torque =
<xx>%
@90 Torque =
<xx>%
DISPLAY
TORQUE ARCHIVE
NO
OR
NEXT
YES
REMOTE
DISPLAY#2
<rem_disp#2_state>
<state: NORMAL/
NOT CONFIGURED/
LOST LINK/FAILED>
YES
BACK
NEXT
NO
NO
NO
NONO
YES
APD Module
<apd_state>
<state: NORMAL/
FAILED>
Inside
Temperature=
<xx>C
YES
NO
YES YES
NO
DISPLAY
HARDWARE?
EXIT?
Strokes
<xxx,xxx,xxx>
Motor
Run Time
<hr:min:sec>
YES
DISPLAY
OPERATE ARCHIVE?
DISPLAY OPERATION ARCHIVE
Figure 6-5
NO
OR
NEXT
BACK
NEXT
NO NO
YES
Motor
Starts
<xxx,xxx,xxx>
YES
NO
YES
Strokes
<xxx,xxx,xxx>
Motor
Run Time
<hours>
Central Control
<cen_ctrl_state>
<state: NORMAL/
LOST LINK /FAILED>
Local Display
<lcl_disp_state>
<state: NORMAL/
LOST LINK /FAILED>
REMOTE
DISPLAY#1
<rem_disp#1_state>
<state: NORMAL/
NOT CONFIGURED/
LOST LINK / FAILED>
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Section 7: Maintenance
Maintenance
Section 7: Maintenance
7.1 Maintenance Schedule
TEC2 Series has been designed and manufactured to provide years of trouble free service.
Minimal maintenance is required.
It is not unusual to experience some minor grease weeping around seals during periods
of long storage or inactivity. This is simply a separation of the oil in the compound and
is not detrimental to the actuator operation. Once operation has begun, this situation
should disappear.
7.2 Lubrication
Normal operation may not require lubricant during the life of the actuator. The basic
lubricants used are multi-purpose extreme pressure specially formulated having a
molybdenum disulde additive. For specic information, request Bettis Technical Sheet
Bettis–025.
7.3 Pressure Relief
During actuator operation, a small pressure builds up as a result of the gear temperature
increase combining with the varied outdoor temperature.
1. After actuator has been located in the field and valve position has been
determined, remove 1/2 NPT plug from the highest 1/2 NPT vent location on
the gearbox.
2. Replace with Relief Vent Fitting Part No. 83385. See the Bettis outline drawing
supplied with the order submittal package for possible vent locations.
NOTE:
Model 500 will not have a pressure relief tting.
7.4 Fuse Replacement
Two transformer primary fuses are located in the Separate Terminal Compartment
(STC). To check or replace fuses, remove fuse cover by loosening the two Torx screws
and slip cover out from underneath screws. Replace fuse only with 600V, 2A fuse,
Bussmann TDC 600V 2A, BETTIS P/N 7019900425. Replace fuse cover and lightly
tighten screws. Do not over-tighten.
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Section 7: Maintenance
Maintenance
7.5 Lifting
Lifting eye should never be used for lifting and moving any TEC2 actuator.
TEC2 actuators should be moved using straps.
7.6 Battery Disposal
Proper local battery disposal protocol should be followed.
7.7 Cleaning of LDM
Actuator external surfaces can be cleaned with water and/or mild detergent.
7.8 Improper Use
If actuator is not used in a manner specified in this manual, the protection provided by
the equipment may be impaired.
7.9 Battery Replacement – “Clicker”
1. Insert a coin in the slot on the right hand corner of the key ring end and twist.
2. Slide battery to remove.
3. Replace battery with Panasonic Part No. CR2031 or equal.
Figure 7-1 Fuses in the STC
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Section 8: Regulatory Information
Regulatory Information
Section 8: Regulatory Information
Note:
*For Model 500 - Certification pending agency approval
TEC 2000 & RDM
FM
Class I, II, III Division 1 Groups B,C,D,E,F,G
T4 @ Ta 60ºC, Type 4X, 6P (50 ft for 7 days)
T4 @ Ta 60ºC, Type 4X, 6P (50 ft for 7 days)
CSA
Class I, Groups B C & D, Class II Groups E,F,G,. Class III
T4 or T4A, Type 6P
Class I, Groups D; T3C
RDM
Class I, Groups B, C, D; Class II, Groups E,F,G; Class III; T6: Type 6P/4X
CBM
Class I, Groups C and D; Class II, Groups E,F,G; Class III; T6; Type 6p/4X
ATEx
SIRA 03ATEX1510X
II 2 GD
Ex d IIB T4 Gb
Ex d IIB + H
2
T135ºC Db IP68
Ex tb IIIC T135ºC Db IP68
Ta -20ºC to +60ºC
The M8 fasteners used to secure each cover to the electronics enclosure and the RDM cover
to the RDM enclosure are of property class (or ‘grade’) 8.8. The fasteners used to secure the
motor enclosure to the electronics enclosure, the electronics enclosure to the gear box and
the end caps to the motor frame are of property class (or ‘grade’) 5. Replacement fasteners
shall meet these minimum values.
RDM
II 2 GD
Ex d IIB +H
2
T6 Gb
Ex tb IIIC T85ºC Db 1P68
Ta -20ºC to +60ºC
IECEx
IECEx SIR 12.0035X
Ex d IIB T4 Gb
Ex d IIB + H
2
T135ºC Db IP68
Ex tb IIIC T135ºC Db IP68
Ta -20ºC to +60ºC
RDM
II 2 GD
Ex d IIB +H
2
T6 Gb
Ex tb IIIC T85ºC Db 1P68
GOST
№РОСС US.ГБ08.B00188 dtd 28.01.2013
InMetro
CEPEL 08.1640X
Ex d IIB T4 Gb
IP68; Ta 60ºC
-20ºC ≤ Tamb ≤ +60ºC
Page 90
February 2018
Installation and Operation Manual
E2K-405-0218 Rev. 2
82
Appendix
Appendix
Appendix A:
A.1 Exploded View (Model-500 Torque Unit Only)
Bushing Underside
Bushing Upside
Page 91
Installation and Operation Manual
E2K-405-0218 Rev. 2
February 2018
83
Appendix
Appendix
A.2 M-500 with Thrust Base Installation Drawing
REVISIONS
REV
DATE
ECN
THIRD ANGLE PROJECTION
DRAWING NO.
REV.
DRWN BY
APPROXIMATE WEIGHT
DATE
1 of 1
SHEET
A2
SCALE:
CHECKED BY
DWG. SIZE
INTERPRET DIMENSIONS AND TOLERANCE PER
ASME Y14.5
Approved BY:
87216-10
1/8/2015
Hoang, Ryan
00
Erick Nateras
Doyle Blume
Model 500 Thrust base
ISO F10 Assembly
.0 lbm
00
Released
12/31/2014
1:2
1
2
3
7
8
Copyright © 2014 Emer son Process Management Valve Actuation LLC
A
08-VAED-A
CONFIDENTIAL: This drawing, including the information it bears, is the prope
rty of Emerson Proc ess Management Valve Actuation LLC and must
be held in strict confidence and properly safeguarded by
the recipient at all times. It may not be copied or reproduced, or pr ovided or revealed to
any other party except with the prior written authorization o
f Emerson Process Management Valve Actuation LLC and any authorized copy or
reproduction must include thi s legend. The recipient may use
the same only for the purpose for which Emerson Process Management Valve
Actuation LLC has provided it to recipient, and it must be returned to E m
erson Process Management Valve Actuation LLC, along with all copies and
reproductions, upon reque st. By accepting this drawing, the r
ecipient agrees to the foregoing.
4
5
6
10
9
12
11
B
C
D
E
F
G
H
A
B
C
D
E
F
G
H
1
2
3
7
8
4
5
6
10
9
12
11
TITLE:
Item
Number
Document
Number
Title Quantity
1 38242M Model 500 Thrust Base
Housing
1
2 38244- Model 500 Stem Nut (B ronze) 1
3 38242-1M Model 500 (TB) LockNut 1
4 4000100124 TH/BRG-51110 (70x50x14mm)
- Peer
1
5 4045222617 O-Ring 568-226-70D 1
6 4060001200 Ret-Ring - 5100-2.00 1
7 4045222417 O-Ring 568-224-70D 1
8 4042205631 SHSS 1/4-20 UNC 1
9 4045214817 O-Ring 568-148-70D 1
10 4300090030 Greas e fitting, 1/8-27 NPT SS 1
NOTES:
To insure locknut is secured: Drill .200 dia x .250 dp
hole, and tap 1/4-20 UNC after locknut threads have
been completely fastened to positions. Lock in place
with SHSS p/n 4042205631.
* Variable part: Refer to JOB SPEC SHEET for specific
parts for each actuator serial number.
1
1
A
A
SECTION A-A
1
2
3
4
5
6
7
8
9
10
*
Page 92
February 2018
Installation and Operation Manual
E2K-405-0218 Rev. 2
84
Appendix
Appendix
REVISIONS
REV
DATE
ECN
THIRD ANGLE PROJECTION
DRAWING NO.
REV.
DRWN BY
APPROXIMATE WEIGHT
DATE
1 of 1
SHEET
A2
SCALE:
CHECKED BY
DWG. SIZE
INTERPRET DIMENSIONS AND TOLERANCE PER
ASME Y14.5
Approved BY:
87216-10
1/8/2015
Hoang, Ryan
00
Erick Nateras
Doyle Blume
Model 500 Thrust base
ISO F10 Assembly
.0 lbm
00
Released
12/31/2014
1:2
1
2
3
7
8
Copyright © 2014 Emer son Process Management Valve Actuation LLC
A
08-VAED-A
CONFIDENTIAL: This drawing, including the information it bears, is the prope
rty of Emerson Proc ess Management Valve Actuation LLC and must
be held in strict confidence and properly safeguarded by
the recipient at all times. It may not be copied or reproduced, or pr ovided or revealed to
any other party except with the prior written authorization o
f Emerson Process Management Valve Actuation LLC and any authorized copy or
reproduction must include thi s legend. The recipient may use
the same only for the purpose for which Emerson Process Management Valve
Actuation LLC has provided it to recipient, and it must be returned to E m
erson Process Management Valve Actuation LLC, along with all copies and
reproductions, upon reque st. By accepting this drawing, the r
ecipient agrees to the foregoing.
4
5
6
10
9
12
11
B
C
D
E
F
G
H
A
B
C
D
E
F
G
H
1
2
3
7
8
4
5
6
10
9
12
11
TITLE:
Item
Number
Document
Number
Title Quantity
1 38242M Model 500 Thrust Base
Housing
1
2 38244- Model 500 Stem Nut (B ronze) 1
3 38242-1M Model 500 (TB) LockNut 1
4 4000100124 TH/BRG-51110 (70x50x14mm)
- Peer
1
5 4045222617 O-Ring 568-226-70D 1
6 4060001200 Ret-Ring - 5100-2.00 1
7 4045222417 O-Ring 568-224-70D 1
8 4042205631 SHSS 1/4-20 UNC 1
9 4045214817 O-Ring 568-148-70D 1
10 4300090030 Greas e fitting, 1/8-27 NPT SS 1
NOTES:
To insure locknut is secured: Drill .200 dia x .250 dp
hole, and tap 1/4-20 UNC after locknut threads have
been completely fastened to positions. Lock in place
with SHSS p/n 4042205631.
* Variable part: Refer to JOB SPEC SHEET for specific
parts for each actuator serial number.
1
1
A
A
SECTION A-A
1
2
3
4
5
6
7
8
9
10
*
Page 93
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February 2018
85
Appendix
Appendix
A.3 Module Identification and Location
(IOM Card)
H1
H2
P6
(MCM)
(TSM)
(PSM)
P12
P3
P2
P2
P2
(APD)
(STC)
T1
T2
T3
L3
L2
L1
P5
P6
(MOTOR)
(HOUSING)
P9
GRD
(APD)
J11
P11
(CCM)
(LDM)
P8
J8
(ACM)
(CCM)
(LDM)
P13
(IOM Card)
(STC)
GND
P5P7
P12
P3
P9
14
P13
P8
J8
J11
P11
02
03
04
05
2 of 2
1 of 2
14
01
08
12
15
(DBM)
OPTIONAL
BATTERY
09
P15
P15
07
(CAM)
OPTIONAL
P17
J17
8 ckts
3 ckts
14 ckts
12 ckts
6 ckts
16 ckts
06
4 ckts
2 ckts
6 ckts
10
11
3 each
13
3 each
(CCM)
GRD
GRD
T1 T 2
T3
L2L1 L 3
CLASS CODE
TITLE
X.XXX
Model 500 Wiring w/ MCM Ext
+
.001
of 1
_____
FINISH 125 RMS
SIZE
10
DWG NO.
C
X.XX
.005
+
TM
.020
+
REV
A
Copyright 2014, Emerson Process Management Valve Actuation LLC, All Rights Reserved.
APPRVD
CHKD
IN INCHES
EAN
DWN
DIMENSIONS
-
SCALE A SCALE C
X.XXXX
MATERIALS
DATE
DATE
06/17/14
ANGLES
DATE
+
0.5°
NT
NT 1
SHEET
DESCRIPTION
A
REV ECO DATE
06/17/14EAN
REVISIONS
DWN
APP'D
ORIGINAL RELEASE
(EXTENSION)
Description
87086-120 AWG (Red)
87087-1
87087-3
87207-1
P/N
37222-2
37222-11
37222-12
37222-10
37222-9
18 AWG (Red)
14 AWG (Green)
14 AWG (Green)
14 AWG (Red)
14 AWG (Black) (3ea.)
20 AWG (Red)
20 AWG (Red)
22 AWG (Red)
20 AWG (Red)
87207-2
87207-3
20 AWG (Red)
Length
Item #
01020304050607081011121314
15a
14/12/10 AWG, Class F
14/12/10 AWG, Class H
12"
20"
20"
12"
9.5"
4"
8"
14"
20"
6"
20"
20 AWG (Blue)
6" 87207-4
24" - 27"
24" - 27"
87087-420"
20 AWG (Red)
Qty.
8 ckts
14 ckts
12 ckts
6 ckts
16 ckts
4 ckts
2 ckts
6 ckts
2 each
3 each
2 each
1 each
2 each
3each
3each
N/A (OEM)
N/A (OEM)
87207-5
15b
3 ckts
09
26 AWG (Red, Black) 12"
DR
RG
06/17/14
06/17/14
Page 94
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86
Appendix
Appendix
A.4 Infrared Controller (IRC) – “Clicker”
(Not available in England or Japan)
The infrared controller, otherwise known as the “Clicker,” is a small key-size, handheld unit
with four buttons as shown in the Figure below. The buttons are labeled as follows:
• YES
• NO - Stop
• NEXT - Open
• BACK - Close
These button functions correspond to the YES, NO, NEXT, and BACK functions of the
control knobs on the LDM. The “Clicker” transmits operation commands only and the
feedback information is displayed in the LDM LCD or the RDM LCD.
For the “Clicker” to control the actuator:
1. Enter “SETUP” mode using the control knobs as dened in Section 5.1, Entering
Setup Mode.
2. Select “LOCAL IrDA PORT” for control mode under Valve Control Setup.
See Section 5.5.2, Valve Control Setup.
3. Place the selector knob in the REMOTE position. Press the applicable “Clicker”
button (Open, Close, Stop) for the desired function while “pointing” the back of
the “Clicker” at the LDM or the RDM.
Figure A-1 Clicker
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87
Appendix
Appendix
A.5 IrDa Port
IrDA Port
The local IrDA port control mode allows the actuator to be controlled via the IrDA port.
The “Clicker” with an IrDA port may be used.
The “Clicker” will transmit STOP, OPEN, and CLOSE only.
NOTE:
The setup mode cannot be entered via the IrDA port if this mode is selected in the
“SETUP” mode. “SETUP” mode must be entered via the local control knobs and the
control mode must be changed to a control mode other than IrDA port before the
IrDA port can be used for setup.
A.6 Disconnect - Circuit Breaker
Bettis has recognized the need for disconnect as required by National Electric Code (NEC).
The NEC is clear in the specication of:
1. Disconnect shall be located insight from motor controller.
NEC 1996 430-102, Pg 70-446
2. Disconnect shall open all ungrounded supply conductors.
NEC 1996 430-103, Pg 70-446
3. Disconnect shall be permitted in enclosure with controller.
NEC 1996 430-103, Pg 70-446
4. The disconnecting means shall be motor-circuit switch rated in horsepower
or a circuit breaker.
NEC 1996 430-109, Pg 70-447
Page 96
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88
Appendix
Appendix
Figure A-2 Circuit Breaker Module (CBM)
BETTIS CIRCUIT BREAKERS - CBM MOUNT
Rated Current Bettis Part Number Description
0.2 36525-0.2 CKT BKR-K0.2
0.5 36525-0.5 CKT BKR-K0.5
1 36525-1 CKT BKR-K1
1.6 36525-1.6 CKT BKR-K1.6
2 36525-2 CKT BKR-K2
3 36525-3 CKT BKR-K3
4 36525-4 CKTBKR-K4
6 36525-6 CKT BKR-K6
8 36525-8 CKT BKR-K8
10 36525-10 CKT BKR-K10
16 36525-16 CKT BKR-K16
20 36525-20 CKT BKR-K20
25 36525-25 CKTBKR-K25
32 36525-32 CKT BKR-K32
40 36525-40 CKTBKR-K40
50 36525-50 CKT BKR-K50
63 36525-63 CKT BKR-K63
CBM Suitable to Remote Wall or Pipe Mount. Also Available as Close-Coupled to Actuator.
Circuit Breaker Module (CBM) – Aluminum Circuit Breaker Module (CBM) – Stainless Steel
Page 97
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89
Appendix
Appendix
A.7 Common Bolt Tightening Torques
Grade 1 Grade 2 Grades 5, 5.2 & 5.1 Grades 8, 8.1 & 8.2
Thread Size &
Pitch
Clamp Load (lb)
Tightening
Torque (ft-lb)
Clamp Load (lb)
Tightening
Torque (ft-lb)
Clamp Load (lb)
Tightening
Torque (ft-lb)
Clamp Load (lb)
Tightening
Torque (ft-lb)
6 - 32 225 0.52 375 0.86 579 1.33 818 1.88
8 - 32 347 0.95 578 1.58 893 2.44 1260 3.44
10 - 24 433 1.37 722 2.29 1116 3.53 1575 4.99
12 - 24 599 2.16 998 3.59 1543 5.55 2178 7.84
1/4 - 20 787 3.28 1312 5.47 2027 8.45 2862 11.9
5/16 -18 1297 6.75 2162 11.3 3341 17.4 4716 24.6
3/8 - 16 1918 12.0 3197 20.0 4941 30.9 6975 43.6
7/16 - 14 2631 19.2 4385 32.0 6777 49.4 9567 69.8
1/2 - 1 3 3512 29.3 5853 48.8 9046 75.4 12771 106
9/16 - 12 4505 42.2 7508 70.4 11603 109 16380 154
5/8 - 11 5594 58.3 9323 97.1 14408 150 20340 212
3/4 - 10 8267 103 8267 103 21293 266 30060 376
7/8 - 9 11435 167 11435 167 29453 430 41580 606
1- 8 14999 250 14999 250 33633 561 54540 909
1-1/8 - 7 18884 354 18884 354 42347 794 68670 1288
1-1/4 - 7 23983 500 23983 500 53780 1120 87210 1817
1-3/8 - 6 28586 655 28586 655 64103 1469 103950 2382
1-1/2 - 6 34774 869 34774 869 77978 1949 126450 3161
English Units: (Coarse Thread Series)
Tightening Torque = K * D * P
K = 0.2 (dry, unlubricated)
Clamp Load (P) = 75% of the Proof Load
D = Nominal Thread Size
The values presented in these tables are representative and have been compiled for the user’s benet. Results can be inuenced by
any number of variables including 1) excessive lubrication, 2) excessive design clamp load, 3) nicked or binding threads, 4) non-parallel
mating surfaces, and 5) inadequate torque control, to name a few. Therefore, Load expressly disclaims liability of any kind associated with
the application of the data shown herein.
Class 4.6 Class 5.8 Class 9.8 Class 10.9
Thread Size &
Pitch
Clamp Load (KN)
Tightening
Torque (N*m)
Clamp Load (KN)
Tightening
Torque (N*m)
Clamp Load (KN)
Tightening
Torque (N*m)
Clamp Load (KN)
Tightening
Torque (N*m)
M6 X 1 3.41 4.09 5.73 6.87 9.80 11.76 12.5 15
M7 X 1 4.90 6.86 8.24 11.5 14.1 19.72 18.0 25
M8 X 1.25 6.20 9.93 10.4 16.7 17.8 28.55 22.8 36
M10 X 1.5 9.8 19.7 16.5 33.1 28.3 56.55 36.1 72
M12 X 1.75 14.3 34.3 24.0 57.7 41.1 98.63 52.5 126
M14 X 2 19.5 54.6 32.8 91.8 56.1 157 71.6 200
M16 X 2 26.6 85.2 44.7 143 76.5 245 97.7 313
M18 X 2.5 32.5 117 54.7 197 93.6 337 120 430
M20 X 2.5 41.5 166 69.8 279 119 478 153 610
M22 X 2.5 51.4 226 86.4 380 148 650 189 830
M24 X 3 59.8 287 101 483 172 826 220 1055
M27 X 3 77.8 420 131 706 224 1208 286 1543
M30 X 3.5 95.1 571 160 959 273 1641 349 2095
M33 X 3.5 118 776 198 1305 338 2233 432 2851
M36 X 4 138 997 233 1676 398 2868 509 3662
M39 X 4 165 1290 278 2170 476 3711 608 4739
Metric Units: (Coarse Thread Series)
Tightening Torque = K * D * P
K = 0.2 (dry, unlubricated)
Clamp Load (P) = 75% of the Proof Load
D = Nominal Thread Size
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Appendix
Appendix
Grade 1 Grade 2 Grades 5, 5.2 & 5.1 Grades 8, 8.1 & 8.2
Thread Size &
Pitch
Clamp Load (lb)
Tightening
Torque (ft-lb)
Clamp Load (lb)
Tightening
Torque (ft-lb)
Clamp Load (lb)
Tightening
Torque (ft-lb)
Clamp Load (lb)
Tightening
Torque (ft-lb)
6 - 40 251 0.58 419 0.96 647 1.49 914 2.10
8 - 36 365 1.00 608 1.66 940 2.57 1327 3.63
10 - 32 495 1.57 825 2.61 1275 4.04 1800 5.70
12 - 28 639 2.30 1064 3.83 1645 5.92 2322 8.36
1/4 - 28 901 3.75 1502 6.26 2321 9.7 3276 13.7
5/16 - 24 1436 7.48 2393 12.5 3698 19.3 5220 27.2
3/8 - 24 2173 13.6 3622 22.6 5597 35.0 7902 49.4
7/16 - 20 2938 21.4 4896 35.7 7567 55.2 10683 77.9
1/2 - 20 3958 33.0 6596 55.0 10194 84.9 14391 120
9/16 - 18 5024 47.1 8374 78.5 12941 121 18270 171
5/8 - 18 6336 66.0 10560 110 16320 170 23040 240
3/4 - 16 9232 115 9232 115 23779 297 33570 420
7/8 - 14 12598 184 12598 184 32449 473 45810 668
1 - 12 16409 273 16409 273 36797 613 59670 995
1-1/8 - 12 21186 397 21186 397 47508 891 77040 1445
1-1/4 - 12 26557 553 26557 553 59552 1241 96570 2012
1-3/8 - 12 32546 746 32546 746 72983 1673 118350 2712
1-1/2 - 12 39130 978 39130 978 87746 2194 142290 3557
English Units: (Fine Thread Series)
Tightening Torque = K * D * P
K = 0.2 (dry, unlubricated)
Clamp Load (P) = 75% of the Proof Load
D = Nominal Thread Size
The values presented in these tables are representative and have been compiled for the user’s benet. Results can be inuenced by
any number of variables including 1) excessive lubrication, 2) excessive design clamp load, 3) nicked or binding threads, 4) non-parallel
mating surfaces, and 5) inadequate torque control, to name a few. Therefore, Load expressly disclaims liability of any kind associated with
the application of the data shown herein.
Class 4.6 Class 5.8 Class 9.8 Class 10.9
Thread Size &
Pitch
Clamp Load (KN)
Tightening
Torque (N*m)
Clamp Load (KN)
Tightening
Torque (N*m)
Clamp Load (KN)
Tightening
Torque (N*m)
Clamp Load (KN)
Tightening
Torque (N*m)
M8 X1 6.64 10.6 11.2 17.9 19.1 30.6 24.4 39.0
M10 X 1.25 10.4 20.7 17.4 34.9 29.8 59.7 38.1 76.2
M12 X 1.25 15.6 37.5 26.2 63.0 44.9 108 57.3 138
M14 X 1.5 21.2 59.3 35.6 100 60.9 171 77.8 218
M16 X 1.5 28.3 90.6 47.6 152 81.4 261 104 333
M18 X 1.5 36.6 132 61.6 222 105 379 134 484
M20 X 1.5 46.1 184 77.5 310 133 530 169 677
M22 X 1.5 56.4 248 94.9 418 162 714 207 912
M24 X 2 65.1 312 109 525 187 899 239 1147
M27 X 2 84.1 454 141 763 242 1306 309 1667
M30 X 2 105 632 177 1062 303 1816 387 2319
M33 X 2 129 851 217 1431 371 2449 474 3127
M36 X 3 147 1056 247 1775 422 3036 538 3877
M39 X 3 175 1362 294 2290 502 3917 641 5001
Metric Units: (Fine Thread Series)
Tightening Torque = K * D * P
K = 0.2 (dry, unlubricated)
Clamp Load (P) = 75% of the Proof Load
D = Nominal Thread Size
Page 99
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91
Appendix
Appendix
A.8 Bluetooth Specifications
Wireless: Class 2 Bluetooth radio
Modulation Method(s): FHSS: GFSK
Max Output Power Spectral Density: 0.205mW/MHz
Max RF Transmit Power: 4dBm
Antenna Gain for Bluetooth: PCB antenna, max gain of 0 dBi
at 2.4 GHz
Max RF Transmit Power + Antenna Gain =
Max (EIRP) Output Power: 4dBm + 0dBi = 4dB
Electrical Characteristics
Parameter Minimum Type Maximum Units
Supply voltage (DC) 3.0 3.3 3.6 V
Average Power Consumption
Radio ON (discovery or inquiry window time) 40 mA
Connected Idle (no sniffs) 25 mA
Connected Idle (sniff 100 ms) 12 mA
Connected with data transfer 40 45 50 mA
Deep slide idle mode 26 mA
Radio Characteristics
Parameter
Freq.
(GHz)
Min. Typ. Max.
Bluetooth
Specification
Units
Sensitivity at 0.1% BER
2.402 - -80 -86
≤ -70
dBm
2.441 - -80 -86 dBm
2.480 - -80 -86 dBm
RF Transmit Power
2.402 0 2 4
≤ 4
dBm
2.441 0 2 4 dBm
2.480 0 2 4 dBm
Initial Carrier Frequency Tolerance
2.402 - 5 75
75
kHz
2.441 - 5 75 kHz
2.480 - 5 75 kHz
20dB bandwidth for modulated carrier - 900 1,000 ≤ 1,000 kHz
Drift (Five slots packet) - 15 - 40 kHz
Drift Rate - 13 - 20 kHz
Δf1
avg
Max Modulation
2.402 140 165 175
> 140
kHz
2.441 140 165 175 kHz
2.480 140 165 175 kHz
Δf2
avg
Min Modulation
2.402 140 190 -
115
kHz
2.441 140 190 - kHz
2.480 140 190 - kHz
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Appendix
Appendix
Range Characteristics
Range Distance
After One Wall 55 feet
After Two Walls 60 feet
After Three Walls 36 feet
The range values are approximate and may vary depending on RF environment.
Bluetooth hops in a pseudo-random fashion over the 79 frequencies in the ISM band
to adapt to the interference, hence range depends on RF interference environment.
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