•Where to find detailed information relating safety.
•Storage guidelines.
Installation, adjustment, putting into service, use, assembly, disassembly and maintenance
of the pneumatic actuator must be performed by qualified personnel.
NOTICE
Failure to follow the above guidelines will void warranty.
WARNING
Section 1: Before You Start
September 2015
Actuator must be isolated both pneumatically and electrically before any (dis)assembly
starts. Before mounting or (dis)assembly, the actuator consult the relevant sections of this
manual.
1.1 Installation, Operation and Maintenance
Reference Documents
Before you start, read the following documents:
•All chapters in this manual.
•Safety Guide (Document No. DOC.SG.EF.EN).
NOTICE
Failure to read the Safety Guide will void the warranty.
Not following the instructions of the Safety Guide can lead to failure of the product and
harm to personnel or equipment.
1.2 Warehouse Storage
Before You Start
•All actuators should be stored in a clean, dry warehouse, free from excessive
vibration and rapid temperature changes.
•All actuators should not be stored directly to the floor surface - it must be placed in
racks/shelves or use a pallet.
1
Section 1: Before You Start
September 2015
1.3 On-Site Storage
•All actuators should be stored in a clean, dry warehouse, free from excessive
vibration and rapid temperature changes.
•Prevent moisture or dirt from entering the actuator. Plug or seal both air
connection ports.
NOTICE
Failure to follow the above guidelines (Warehouse and On Site Storages) will void warranty.
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
2
Before You Start
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Section 2: Introduction
This section explains:
•How to identify the received product,
•The intended use of the product
•Construction details
•Actuator specifications
2.1 Identification
The EL-O-Matic F Rack and Pinion actuators are available as double-acting or spring-return
versions. 13 models are available, ranging from 12 Nm to 4000 Nm (106 to 35000 lbf.in)
nominal torque output.
The EL-O-Matic F-Series uses standardized interfaces for solenoid, switchbox or positioner
mounting (VDI/VDE3845; NAMUR). The valve interface is equipped with an insert in the
pinion bottom that allows both ISO5211 or DIN3337 mounting.
Section 2: Introduction
September 2015
The springs in the spring-return version allow a fail action in case of loss of air supply
pressure (Fail-to-Close or Fail-to-Open).
As from size FD150 double-acting versions have flat end caps to reduce actuator length
and internal air volume.
Figure 1 Identification
1
2
3
4
5
6
7
Introduction
1. Top auxilliaries interface (VDI/VDE 3845; NAMUR)
2. Solenoid interface (VDI/VDE 3845; NAMUR)
3. Valve interface with ISO5211, DIN 3337 patterns and insert drive
4. Spring-return actuators: - with springs
5. Double-acting actuators: - no springs
6. High end caps for double-acting and spring-return models up to size 100
7. Low end caps for double-acting models as from size 150 and larger
3
Section 2: Introduction
September 2015
2.2 Intended Use
The EL-O-Matic F Rack and Pinion actuators are intended for the automation and operation
of quarter-turn valves like Butterfly, Ball and Plug valves.
Rack and Pinion actuators can also be used to operate dampers or any other quarter-turn
applications.
2.3 Specifications
Table 1. Pressure Range
Actuator TypePressure
Double-Acting0.2 to 8.3 barg (2.9 to 120 psig)
Spring-Return
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
6 to 8.3 barg (87 to 120 psig), with maximum spring set
3 to 8.3 barg (43.5 to 120 psig), reduced spring quantity
Table 2. Operating Media
Actuator TypeOperating Media
Air, dry or lubricated and inert gases
Dew point at least 10K below ambient temperature
Double-Acting and Single-Acting
For sub-zero applications, take appropriate measures
Mentioned pressure levels are "gauge pressures".
Gauge pressure is equal to absolute pressure minus
atmospheric pressure.
Table 3. Temperature Range
Actuator TypeTemperature
Standard-20°C to +80°C (-4°F to +176°F)
Option: Low Temperature-40°C to +80°C (-40°F to +176°F)
Option: High Temperature-20°C to +120°C (-4°F to +248°F)
00Double-Acting (No Springs)
10Spring Set 10
20Spring Set 20
30Spring Set 30
40Spring Set 40
50Spring Set 50
60Spring Set 60
Cycle Speed Option
Internal Code 1
Color/Finish
Visual Indicator
Temperature
Valve Stem Connection
Valve Interface
Pinion Material
Rotation Direction
Spring Set
Threads
Rotation Angle
Size
Type
See Insert Supplement for Additional Insert Options.
Temperature Ranges
SStandard: -20°C to +80°C (-4°F to +176°F)
HHigh: -20°C to +120°C (-4°F to +248°F)
LLow: -40°C to +80°C (-40°F to +176°F)
Visual Indicator Code
KStandard (Knob)
NNo Visual Indicator
Finish
AStandard Coating
•
Internal Code 1
00 Standard
Diagonal
Drive
0000No Insert
Square
17 mm / 0.669"
19 mm / 0.748"
22 mm / 0.866"
27 mm / 1.063"
0100 & 0150
0350
Actuator
Size(s)
Rotation Direction
CWSpring to Close/Clockwise
CCSpring to Open/Counterclockwise
Pinion Material
ALHigh-Grade Aluminium, Hard Anodized
Valve Interface
TStandard ISO 5211 Interface
SSmall Interface with Center Plate (DIN3337)
LLarge Interface with Center Plate (DIN3337)
•
6
Cycle Speed Options
XX Standard
H1 1/2" High Flow plate
Notes
These options are all options available. Not all options apply to
all configurations.
Valve Interface: Option "S"; Small Interface with Center Plate
(DIN3337) is not available for size 0025.
Product Code
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Section 4: Installation
This section explains:
•The actuator rotation direction.
•In which position the actuator will end after a failure.
•Principles of operation:
—Solenoid operation
—Double acting and Spring return operation
•Assembly codes.
•Actuator to valve assembly.
4.1 Before You Start
Section 4: Installation
September 2015
SAFETY FIRST
In case of an air or electrical failure, it is important to know the behavior of the actuator.
Before mounting the actuator on a valve, consult the following sections below.
4.2 Actuator Rotation Direction
4.2.1 Valve Rotation
For the following paragraphs we assume that valves rotate as indicated in figure 3.
Figure 3 Normal valve rotation
Installation
The valve is closed after
a clockwise rotation.
The valve is open after
a counterclockwise rotation.
7
A
BA
Section 4: Installation
September 2015
4.2.2 Position After Failure
The position of the actuator after a failure depends on the:
All actuators can be either piped with solid or flexible tubing with the solenoid valve
mounted remotely from the actuator or by mounting a VDI/VDE 3845 (NAMUR) designed
solenoid valve DIRECTLY onto the NAMUR mounting pad on the side of the actuator
Figure 4 Typical solenoid operation
Spring-Return Operation Double-Acting Operation
8
Installation
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
The table below represents the cycle time (operating time) per different Actuator sizes:
Table 6. Operating Speed
Cycle time in seconds
Actuator
size
F 120.40.40.40.4
F 250.50.40.50.4
F 400.60.50.60.5
F 650.70.50.60.6
F 1000.80.60.80.7
F 1501.00.80.90.8
F 2001.30.91.01.0
F 3501.91.31.41.5
F 6003.21.92.22.2
F 9504.63.23.93.6
F 16006.94.85.94.8
F 2500
F 400015.410.813.313.0
Operating time is average with actuator under load and solenoid valve fitted.
pressurized
Spring-ReturnDouble-Acting
A-port
9.06.37.87.9
Spring
stroke
A-port
pressurized
Section 4: Installation
September 2015
B-port
pressurized
Test conditions:
1. Solenoid with flow capacity: 0.6 m3/hr
2. Pipe diameter: 6mm
3. Medium: clean air
4. Supply pressure: 5.5 bar (80psi)
5. Load: with average load
6. Stroke: 90°
7. Temperature: Room temperature
4.3.2 Ingress Protection (IP) rating
EL-O-Matic F actuators are IP66/IP67 rated. In case of IP66 or IP67 requirements, take
precautions that comply with the IP66/IP67 requirements to prevent moisture or dust from
entering the actuator through the open air exhaust port(s), either directly on the actuator
or at the exhaust ports of the connected solenoid valve.
We recommend to connect tubing to the exhaust(s) and lead this into a dry and dust free
area, or to use check valves in the exhaust.
Installation
9
A
BA
A
B
B
Section 4: Installation
September 2015
4.3.3 Double-Acting Actuators
The operating principle, as explained here, is applicable for actuators with assembly code
CW (direct acting).
•Applying supply pressure to port A will move the pistons outward to the "Open"
position of the valve.
•Applying supply pressure to port B will move the pistons inward to the "Close"
position of the valve.
•For assembly codes CC, the operating principle is reversed (reverse acting).
Figure 5 Double-Acting Operation
Outward Stroke
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
10
Inward Stroke
Installation
A
A
B
B
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
4.3.4 Spring-Return Actuators
The operating principle, as explained here, is applicable for actuators with assembly code
CW (direct acting).
•Applying supply pressure to port A will move the pistons outwards to the "Open"
position of the valve.
•Venting the supply pressure from port A will cause the springs to move the pistons
inwards to the "Close" position of the valve.
•For assembly codes CC, the operating principle is reversed (reverse acting).
Actuator must be isolated pneumatically and electrically before any (dis)assembly starts.
Stay away from moving parts to prevent serious injuries. When test cycling the actuator
and valve assembly by applying pressure to the A or B port, be aware that there are moving
parts like pinion top, actuator to valve coupling and the valve- blade, ball, plug, etc.
NOTICE
The actuator is designed to be installed, commissioned and maintained using generic tools
like wrenches, Allen keys and screwdrivers. For the removal of inserts, a special extractor
tool can be supplied on request.
During assembly to the valve, do not hit with hammer on pinion top. This can damage the
pinion top washer and cause premature failure.
Section 4: Installation
September 2015
Before mounting the actuator on the valve or valve bracket, be sure that both the
actuator and the valve are in the same closed or open position.
Refer to appendix B, Tool and Torque tables, for using the right size tool
Table 7. Tool Table
SymbolToolSymbolTool
Wrench – All types and sizes.
Metric and Imperial
Circlip Pliers
1. Remove handle nut, handle, lock washer, and etc. from the valve if required.
2. Visually check to make sure the valve is CLOSED.
Figure 9 Valve handle removal
Allen key
Installation
13
Section 4: Installation
September 2015
3. When required, check if the insert drive (23) is mounted. If not, use a plastic mallet
Figure 10 Insert drive Installation
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
and tap slightly until the reducer square is in the required position.
Be sure that the insert is mounted at 90° or 45°. It is possible to mount the insert
turned 22.5°. This way the valve will not open or close the right way.
90°
90°
23
Parallel
square
45°
Diagonal
square
Flat head
90°
Round with
key way
4. Install the bracket to the valve flange. Tighten all bolts and nuts and apply the
correct torque.
Figure 11 Bracket Installation
14
Installation
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
5. Install the actuator to the bracket. Tighten all bolts and apply the correct torque
(refer to Table 8).
6. When required, mount or adjust the visual indicator (22).
Figure 12 Indicator mounting
"In Line mounting" "Across Line mounting"
22
22
4.6 Mounting of control and feedback accessories
Solenoid valve and or switch boxes can now be mounted to the actuator. Check
the instructions as shipped with these components for installation, operating and
maintenance instructions.
We recommend to test-cycle the complete assembly to check correct operation.
Installation
15
Section 4: Installation
September 2015
Installation, Operation and Maintenance Manual
4.7 Recommended Tubing Sizes
In case the solenoid valve is mounted remotely (i.e. in a central solenoid cabinet) and in
order to supply sufficient flow of air supply to the actuator, the following tubing sizes are
recommended.
Table 9. Tubing Sizes
DOC.IOM.EF.EN Rev. 6
Actuator size
Runs up toRuns over to
1.2 meters4 feet1.2 meters4 feet
25, 40, 656 mm1/4 inch6 mm1/4 inch
100, 150, 200,
350, 600
950, 1600, 2500,
4000
6 mm1/4 inch8 mm5/16 inch
6 mm1/4 inch10 mm3/8 inch
16
Installation
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Section 4: Installation
September 2015
Section 5: Mechanical Stroke Adjustment
This section explains:
•What mechanical stroke adjustment is.
•What the factory settings are.
•How to adjust the travel stops.
EL-O-Matic F actuator sizes 25 to 4000 have two stroke adjustment stops for adjusting
accurately the stroke of the actuator/valve assembly in open and closed position.
The smallest actuator, size F12, does not have limit stops.
The factory setting of the stroke is 90°. Most quarter-turn valve applications will not require
readjustment of these settings.
If required the stroke can be adjusted by means of two-stroke adjustment bolts.
Figure 13 Factory Setting
Size 25 - 600Size 950 - 4000
10°-5°
80°
95°
80°
93°
Limit Stop 2
-3°10°
90°90°
Limit Stop 1
Installation
17
Stop 1
Stop 2
Stop 1
Stop 2
Section 5: Mechanical Stroke
September 2015
Installation, Operation and Maintenance Manual
5.1 Travel Stop Adjustment
CAUTION - PRESSURIZED ACTUATOR
Do not turn out the travel stops completely when the actuator is pressurized.
When adjusting the travel stops and the actuator is still pressurized, the travel stops can be
“shot” away when completely turned out.
5.1.1 Double-Acting Actuators
1. Operate valve/actuator assembly to the required "Closed" position.
2. Remove air supply.
3. Slacken locknut on the “closed” stop (2).
Figure 14
DOC.IOM.EF.EN Rev. 6
4. Turn the “closed” stop clockwise to reduce or counterclockwise to increase the
travel. Consult chapter 5.1.3 (angular displacement of the pinion), to define how
far the limit stop must be turned in or out.
5. Tighten the lock nut.
6. Connect air and cycle the actuator to check that the position is correct. If not
repeat from 2.
7. Remove air supply.
8. For adjusting the open position repeat steps 1 to 7, but now for the open position
and “open” stop (1).
5.1.2 Spring-Return Actuators
1. Connect air supply to the A port. Actuator will move to the open position.
2. Slacken locknut (24) on the “closed” stop (2).
Figure 15
18
Mechanical Stroke
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
3. Turn the “closed” stop clockwise to reduce or counterclockwise to increase the
travel. Consult chapter 5.1.3 (angular displacement of the pinion), to define how
far the limit stop must be turned in or out.
4. Remove air supply. Actuator will move to the closed position.
5. Check whether the actuator valve assembly is in the required position. If not
repeat steps 1 to 5.
6. Remove air supply.
7. For adjusting the open position repeat steps 1 to 6, but now for the open position
and "open" stop (1).
2. Dimensions in brackets according ISO4017 standard.
3. Actuator size 12 is not available with limit stops.
Section 5: Mechanical Stroke
September 2015
Bolt Wrench Nut wrench
size (mm)size (mm)
5.1.3 Angular Displacement
Below table identifies, per actuator size, what the angular displacement of the pinions is,
when using the limit stop screws.
—Turn the limit stop clockwise reduces the stroke
—Turn the limit stop counterclockwise to increase the stroke
Table 11. Angular Displacement
Actuator size
F 12Actuator size 12 is not available with limit stops
F 250.77.1°
F 400.86.3°
F 650.68.3°
F 1000.77.1°
F 1501.24.2°
F 2001.05.0°
F 3500.86.3°
F 6000.86.3°
F 950
F 1600
F 2500
F 4000
Turns for 5° adjustment of
the pinion:
360° revolution of limit
stop screw will adjust
Mechanical Stroke
NOTICE
In case of air leakage over the limit stop bolts, turn the lock nut of the limit stop bolts
tighter, until leakage stops.
19
Section 6: Maintenance
September 2015
Section 6: Maintenance
This section explains:
•When and how to do maintenance.
—Normal maintenance
—Extraordinary maintenance
•What to do when replacing springs.
•What the availability is of spare parts, action conversion kits and temperature
conversion kits.
WARNING
Actuator must be isolated pneumatically and electrically before any (dis)assembly starts.
Before mounting or (dis)assembling the actuator, consult the relevant sections of this manual.
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
6.1 Normal Maintenance
EL-O-Matic F actuators are designed to operate without maintenance for their normal
working life. Normal working life is 500,000 cycles.*
We recommend regular inspections to make certain that the actuator / valve assembly
operates smoothly and to check that there are no visible or audible defects. We advise to
perform the following checks upon each proof test interval complying with the rules and
regulations of the country of final installation:
•Visually check the entire actuator as well as the control system (where foreseen).
•Ensure there are no leaks on the actuator parts under pressure.
•Check pneumatic connections for leaks. Tighten tube fittings as required.
•Check if manual override (where foreseen) is regular.
•Check if pneumatic filter cartridge (where foreseen) is sound and filter bowl
(where foreseen) has been cleaned properly.
•Check the setting of the relief valves (where foreseen).
•Verify that the power fluid supply pressure value is within the required range.
•Remove built-up dust and dirt from all actuator surfaces.
20
•Inspect actuator paint work for damages to ensure continued corrosion protection.
Touch-up as required in accordance with the applicable paint specification.
•Operate the Actuator/Valve assembly for 2 complete open/close cycles with
complete closing of the valve.
•Verify the correct performing of open – close operations (e.g. check locally,
or automatically via Logic solver, the correct movement of the actuator).
Maintenance
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
All actuators are supplied with sufficient lubrication for their normal working life.
If required, see Section 9.1 (Grease instructions) for the recommended grease.
For mounting the parts of the repair kit follow the instruction of the Decommission,
Disassembly and Reassembly chapters of this manual.
Note:
*Cycles = one open stroke and one close stroke.
6.2 Inspection and Repair
Replacement of internal seals and bearings allows to you extend the normal working
life. Service kits, containing all necessary spare parts (like seals, bearings, grease and
instructions) can be obtained through authorized Emerson Process Management –
Valve Automation distributors.
Section 6: Maintenance
September 2015
6.2.1 Service Kits
All soft seals, bearings, and nonreusable parts are included in the recommended service
kit. The service kit is identical for both the double-acting and the spring-return models.
6.2.2 Spring-Return Actuator
For the spring-return models, we recommend a set of spare springs for each different
model in addition to the recommended spare parts kit.
On spring-return actuators, the spring cartridges can be replaced. SPRING CARTRIDGES SHOULD ALWAYS BE REPLACED IN COMPLETE SETS. Spring kits are available through
authorized Emerson Process Management – Valve Automation distributors.
Maintenance
21
Section 7: Decommission (Out of Service)
September 2015
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Section 7: Decommission (Out of Service)
This section explains:
•How to decommission an actuator in a safe way.
7.1 Before You Start
WARNING - MOVING PARTS
Actuator must be isolated pneumatically and electrically before any (dis)assembly starts.
Before mounting or (dis)assembling the actuator consult the relevant sections of this manual.
Actuator can move when removing supply pressure and/or electrical control signal of
actuators. If not already there, a spring-return actuator will cycle to its fail position.
When removing any ball valve or plug valve assemblies from a pipe system, isolate the
piping system on which the Actuator is installed and relieve any media pressure that may
be trapped in the valve cavities before removing the actuator for maintenance.
A spring-return actuator mounted on a valve, which is stuck in mid stroke, contains a
high spring load which will cause a sudden rotation of the actuator versus the valve or
valve bracket during disassembly. This can cause serious injury to personnel or damage
to property.
Refer to Appendix A for instructions to safely remove the spring load before disassembling
the spring-return actuator from valve or bracket.
Important
Refer to the Safety Guide for Lifting Instructions.
22
Decommission
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Section 7: Decommission (Out of Service)
7.2 Removing the actuator from the valve
1. Disconnect all air supply hoses (Ports A and B or solenoid).
2. Disconnect all electrical wirings of the switch box.
3. Disconnect the electrical wiring of the solenoid valve.
4. Remove the bolts and nuts from the valve flange.
5. Remove the bracket from the actuator.
6. Remove the switch box and solenoid valve. Refer to the documentation of the
switch box and solenoid valve for safe disassembly.
Figure 16 Removing actuator from valve
1
3
September 2015
2
4
Decommission
23
Section 8: Disassembly
September 2015
Section 8: Disassembly
This section explains:
•How to disassemble an actuator safely.
Tip
The instructions of this section can be used for maintenance or reconfiguration like spring
set change or maintenance.
Reference numbers for components refer to the exploded view in section 11.
In case of maintenance, discard all the used soft parts like O-ring seals, guide bands,
wear strips and circlip.
WARNING
Actuator must be isolated pneumatically and electrically before any (dis)assembly starts.
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Before mounting or (dis)assembling the actuator consult the relevant sections of this manual.
CAUTION - SPRING FORCE
Spring-return actuators contain springs in a compressed state. Follow these instructions to
release the spring force safely.
Normally the end caps of spring-return actuators should be free of the spring load after
10 full turns (crosswise relaxing) of the end cap screws. If there is still spring load on the
end cap, this might indicate a broken spring cartridge. Stop this disassembly procedure
immediately. Continuing might cause the end cap to be “shot” away causing serious injury.
Refer to Appendix A for instructions to safely remove the spring load before disassembling
the end cap of a spring-return actuator with a broken spring cartridge.
NOTICE
The actuator is designed to be installed, commissioned and maintained using generic tools
like wrenches, Allen keys and screwdrivers.
Refer to the tables in this section or refer to appendix B Tool and Torque tables.
24
Disassembly
2
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
8.1 Removing End Caps
1. For Double-acting actuators, do the following:
a. Loosen the screws (10) of the end caps (2).
b. Remove the o-ring (14) and "B" port seal (16). Discard these parts.
Figure 17 Double-Acting End Caps Removal
2
10
Section 8: Disassembly
September 2015
2
10
14
14
16
The above end caps (2) are for Actuator sizes 25, 40, 65 and 100.
End caps (2) for Actuator sizes 150 and larger will have flat end caps (see below).
2
Disassembly
25
5
5
Section 8: Disassembly
September 2015
2. For Spring-return actuators, do the following:
Figure 18 Spring-Return End Caps Removal
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
a. Tip: For actuators with assembly code CW, turn back the right hand limit
stop screw (17) 2 full turns.
For actuators with assembly code CC, turn back the left hand limit stop
screw (17) 2 full turns.
This will lower the spring force on the end cap and reduces the screw out
length of the end cap screws.
b. Important: Apply a strong, sudden rotational and downward force to
loosen all the end cap screws (10) for maximum 1/4 turn.
c. Uniformly loosen the screws (10) of the end caps (2) 1/4-1/2 turns at a
time, in sequence, as per figure 18, to relieve the pre-load of the springs.
d. Remove the o-rings (14) and "B" port seals (16). Discard these parts.
17
2
10
2
3
2
14
1
4
14
16
8.2 Removing Spring Cartridges (Spring-Return)
1. Remove the spring cartridges (5).
Figure 19
26
Disassembly
15
17
18
19
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
8.3 Removing of Limit Stop
1. Remove the limit stop screws (17), limit stop nuts (18), limit stop washers (19) and
limit stop o-rings (15). Discard the o-rings.
Figure 20 Limit Stop Removal
Section 8: Disassembly
September 2015
8.4 Removing Pistons
1. Use a wrench and turn the pinion counterclockwise (180°) until the pistons (3)
comes out of the body.
2. Remove the piston bearings (7), piston rack bearing strips (6) and piston o-ring
seals (13). Discard these parts.
Figure 21 Piston Removal
6
13
3
7
6
Disassembly
7
13
3
27
12
12
4
8
11
9
8
Section 8: Disassembly
September 2015
8.5 Removing pinion
1. Remove the circlip (11) and thrust washer (9) on top of the pinion assembly.
Discard if necessary the circlip (11) and thrust washer (9).
2. Remove the pinion (4) by pushing it downwards.
3. Remove the pinion o-ring seals (12) and the pinion bearings (8). Discard all of
these parts.
Figure 22 Pinion Removal
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Table 12. Recommended circlip pliers according DIN 5254 (or equal)
for shaft circlips.
Actuator sizePinion top diameterPliers according DIN 5254
In case of maintenance, use a clean dry cloth and thoroughly wipe clean and remove old
grease from:
•The inside and outside of the body including thread holes and crevices/grooves
•The pinion gears
•The pistons
28
Disassembly
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Section 9: Reassembly
This section explains:
•Which parts and how to grease them.
•How to reassemble a complete actuator.
•How to set the stroke adjustment bolts after reassembly.
•How to do a basic function and air leak test.
Tip
The instructions of this section can be used for maintenance or reconfiguration like spring
set change or maintenance.
Reference numbers for components refer to the exploded view in section 11.
In case of maintenance, discard all used soft parts like O-ring seals, guide bands and wear
strips and circlip and replace them with the parts as supplied in the repair kit.
In case of reconfiguration replace the parts as supplied in the conversion kit (see also
chapter 6).
Section 9: Reassembly
September 2015
Refer to the Safety Guide for Lifting Instructions.
NOTICE
The actuator is designed to be installed, commissioned and maintained using generic tools
like wrenches, Allen keys and screwdrivers.
Refer to the tables in this section or refer to appendix B Tool and Torque tables.
Reassembly
29
Section 9: Reassembly
September 2015
9.1 Grease Instructions
Check the product coding on the product labels and chapter 3 of this manual, to define
which type of grease to use.
- For standard actuators (-20°C to +80°C / -4°F to +176°F):
Castrol High Temperature grease (or equivalent).
- For low temperature operation (-40°C to +80°C / -40°F to +176°F):
Castrol Optitemp TT1 or LG2 grease (or equivalent).
- For high temperature operation (-20°C to +120°C / -4°F to +248°F):
Castrol High Temperature grease (or equivalent).
We recommend using a suitable sized paint brush to apply the required amount of grease
on the parts as per Table 12 and Figure 23.
Table 13. Grease Instructions
PartSection of partAmount of grease
O-rings:ACompletelyLight film
BPiston boreLight film
Housing Parts:
Piston Parts:
Piston Parts:
CTop pinion boreLight film
DBottom pinion boreLight film
EO-ring & bearing grooveLight film
FRack teethHalf the teeth depth full with grease
GPiston bearingLight film on outside
HPiston rack bearing stripLight film
JPinion bottom & O-ring grooveLight film
KPinion top & O-ring grooveLight film
LGear teethHalf the teeth depth
MPinion top bearingLight film (inside and out)
NPinion bottom bearingLight film (inside and out)
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Figure 23 Grease Instructions
M
L
N
A
B
A
K
J
E
C
F
A
A
D
A
G
A
H
30
Reassembly
12
12
4
8
11
9
8
12
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
9.2 Reassembly of the pinion
1. Grease the pinion parts according to chapter 9.1.
2. Install the pinion bearings (8) and the O-ring seals (12) on the pinion (4).
3. Insert the pinion (4) on the housing.
4. Install the thrust washer (9) and mount the circlip (11) on the pinion top using
circlip pliers.
—Install the new circlip onto its mating groove on the top shaft extension
and with the non-sharp edge (2) towards the housing and the sharp edge
(1) towards the top of the shaft.
Figure 24 Reassemble the pinion
Section 9: Reassembly
September 2015
Table 14. Recommended circlip pliers according DIN 5254 (or equal)
for shaft circlips.
Actuator sizePinion top diameterPliers according DIN 5254
Figure 26 Position of the slot and the cam on the pinion top
Section 9: Reassembly
September 2015
A = Position of cam
B = Position of slot and in dot in pinion
C = Final position of pinion dot
Note:
When the pistons are completely moved inwards, the pinion top will show a 5° over travel.
Reassembly
33
15
17
18
19
Section 9: Reassembly
September 2015
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
9.4 Reassembly and settings of the limit stops
1. Install the limit stop screws (17), limit stop nuts (18), limit stop washers (19) and
limit stop o-rings (15).
Figure 27 Install Limit Stop Bolts
2. Move the pistons inward until the slot in the top of the pinion is perpendicular to
centerline of the housing.
3. Double check if the position of the slot and the cam on the pinion top is in the
correct position (see figure 26). Screw in the right hand travel stop until it comes
into contact with the pinion stop face.
4. Move the pistons outward until the slot in the top of the pinion is in line with the
centerline of the housing.
5. Screw in the left hand travel stop until it comes into contact with the pinion stop
face.
—For accurate travel stop adjustment of the actuator on the valve, see
section 5.
9.5 Reassembly of the end caps
9.5.1 Double-Acting actuators
1. Grease the O-ring seals (14) and B port seals (16) according to step 9.1.
2. Ensure that O-ring seals (14) and B port seals (16) are kept in place during
assembly.
3. Install the end caps (2) and tighten the end cap screws (10). Refer to Table 14 for
the correct torque.
34
Reassembly
2
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Figure 28 Double-acting end cap assembly
2
10
The above end caps (2) are for Actuator sizes 25, 40, 65 and 100.
Section 9: Reassembly
September 2015
2
10
14
14
16
End caps (2) for Actuator sizes 150 and larger will have flat end caps (see below).
2
Table 15. End cap Screw Torque
Actuator
size
12M4
25M5
40M5
65M5
100M5
150M6
200M6
350M8
600M10
950
1600
2500
4000
ThreadToolSize
SW 31.10.81.30.80.61.0
SW 4
SW 4
SW 4
Allen key
SW 4
SW 5
SW 5
SW 6
SW 8
Torque (Nm)Torque (lbf.ft)
TargetMin.Max. Target Min.Max.
2.01.63.01.51.22.2
2.01.63.01.51.22.2
2.01.63.01.51.22.2
2.01.63.01.51.22.2
3.32.65.12.41.93.8
3.32.65.12.41.93.8
8.46.712.26.24.99.0
15.312.224.811.39.018.3
Reassembly
35
1
23
4
56
A
B
1
23
4
56
1
23
4
56
1
23
4
56
1
23
4
56
1
23
4
56
Section 9: Reassembly
September 2015
9.5.2 Spring-Return actuators
Important
When replacing spring cartridges in a spring-return actuator, ensure that the cartridges are
replaced in their identical position from where they were removed.
Check below figure to see where to place the spring cartridges in case of spring set
conversion.
Before assembling the spring cartridges and end caps, make sure that the pistons are
completely inwards.
Figure 29 Spring cartridge placement
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
N=10N=20N=30
N=40N=50N=60
A = Piston top view
B = Position of gear rack
36
Reassembly
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
1. Grease the O-ring seals (14) and B port seals (16) according to step 9.1.
2. Ensure that O-ring seals (14) and B port seals are kept in place during assembly.
3. Place the spring cartridges in actuator as per required spring set (see Figure 29).
4. Tighten each end cap screw in small equal turns and in the sequence as per Figure
28. Refer to Table 13 for the correct torque. We recommend to use some grease on
the screws for easier fastening.
Figure 30 Spring-return end cap assembly
2
10
3
2
Section 9: Reassembly
September 2015
2
10
14
1
4
14
16
Reassembly
37
A
Section 9: Reassembly
September 2015
Installation, Operation and Maintenance Manual
9.6 Basic function and Air Leak Test
CAUTION - MOVING PARTS
Applying pressure to the actuator will cause the actuator/valve assembly to operate.
1. Apply pressure (max. 8 bar/116 psi) to ports A and B. Use some soap suds at the
indicated points: around pinion top (1), pinion bottom (2), the end caps (3) and
limit stops (4).
2. In case of leakage around:
a. The limit stop bolts (and/or the spring-package bolt at spring-return
models). Turn the lock nut of the bolts tighter; until the leakage stops.
b. The end caps: Disassemble the end caps, replace o-rings and reassemble.
c. The pinion top or bottom and A- or B- port: Disassemble the complete
actuator, replace o-rings and reassemble.
DOC.IOM.EF.EN Rev. 6
Figure 31 Basic function and air leak test
1
4
B
3
A
B
2
3
38
Reassembly
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Section 10: Troubleshooting
10.1 Mechanical Problems
ProblemPossible errorSolutionWhere to find
Feedback position and
actual position are not
the same.
Valve is in “Closed”
position, actuator is in
“Open” position and will
not move anymore.
Actuator and valve are
mounted 90° rotated in
relation to each other.
Limit stop screws are not
set correctly.
Remove actuator from
valve. Check assembly code
of actuator. Put both valve
and actuator in “Closed”
position. Mount actuator on
valve.
Readjust the limit stop
screws.
Section 10: Troubleshooting
September 2015
Section 4
Section 5
Valve does not reach the
completely “Closed” or
“Open” position.
Actuator rotates, valve
does not.
Actuator does not
rotate or does not rotate
smoothly.
Limit stop screws cannot
be turned out anymore.
Insert is not mounted
properly.
Pressure to low.Apply pressure as per sizing.
Sizing is wrong.
Pinion is mounted in the
wrong position.
No coupling between
actuator shaft and valve
spindle.
Broken gearing on
pistons or pinion.
Spring or Spring
cartridge is broken.
Limit stop screws is
bend.
Mount the insert in the right
position. Remark: Rotate
insert to one cam = 22.5°.
Check valve torque data
with actuator torque data.
Re assemble actuator.Section 9
Install a coupling between
actuator shaft and valve
spindle.
Contact nearest EL-O-Matic
representative to replace
actuator.
Contact nearest EL-O-Matic
representative to replace
actuator.
Contact nearest EL-O-Matic
representative to replace
actuator.
Section 4.5
Section 4.5
Appendix A.
Troubleshooting
39
Section 10: Troubleshooting
September 2015
10.2 Pneumatic Problems
ProblemPossible errorSolutionWhere to find
Actuator does not react
to electrical control
signal.
Actuator does not
react good to electrical
control signal.
Air leakage between
actuator and solenoid
valve.
There is no supply
pressure at the
actuator.
There is sufficient
supply air pressure but
insufficient supply air
capacity.
Supply pressure too
low, causing pilot
operated solenoid valve
to fail.
Solenoid valve is not
mounted properly.
Speed control throttle
(if present) blocks air
flow.
Manual override
(if present) on the
Solenoid Valve is
locked.
Sealing between
solenoid valve and
actuator is not
mounted air tight.
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Section 2.3
Supply the right
pressure to the
actuator.
Take care the supply
air tubing has the right
dimensions.
Check that supply
pressure at the
actuator and solenoid
is sufficient to operate
the actuator.
Check the solenoid
valve mounting.
Turn the speed control
more open.
Unlock manual override
on the solenoid valve.
Reassemble solenoid
valve taking care, that
all seals are in place.
Check that the actual
supply pressure is
higher than the sizing
pressure.
Section 4.6
Section 2.3
Check that the actual
supply pressure is
higher than the sizing
pressure.
Instructions shipped
with the solenoid valve.
Instructions shipped
with the speed control
valve.
Instructions shipped
with the manual
override.
Instructions shipped
with the solenoid valve.
Double-acting actuator
will only move to
“open” position.
Leakage notice on the
actuator.
Actuator has wrong
solenoid valve
configuration.
Seals on the limit stops
screws are not air tight.
Seals on the end caps
are not air tight.
Seals on the pinion top
and bottom are not air
tight.
Mount a solenoid valve
suitable for doubleacting actuators
(4/2 or 5/2 function).
Check that conversion
plate on solenoids, that
have both 3/2 and 5/2
functions, is in the right
position.
Turn the lock nut of the
bolts tighter; until the
leakage stops.
Disassemble the end
caps, replace O-rings
and reassemble.
Consider to replace
all O-ring seals and
bearings.
Disassemble the
complete actuator,
replace O-rings and
reassemble. Consider
to replace all O-ring
seals and bearings.
Instructions shipped
with the solenoid valve.
Instructions shipped
with the solenoid valve.
Section 9.6
Section 9.6 or Section 6
Section 9.6 or Section 6
40
Troubleshooting
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
10.3 Electrical Problems
ProblemPossible errorSolutionWhere to find
Control wiring. Power
supply wiring or
feedback wiring are not
Actuator does not react
to control signals.
There are problems
with position feedback
after sending the
actuator to either the
“Open” or “Closed”
position.
right connected.
The power supply
voltage is not is not the
same as the voltage of
the applicable solenoid
valve.
The wiring of the
feedback signals may
be switched.
91* Thrust washerPOM, black UV stabilized
108End cap screwStainless Steel
111* CirclipSpring steel
122* O-ring seal pinionNitrile rubber
132* O-ring seal pistonNitrile rubber
142* O-ring seal end capNitrile rubber
152* O-ring seal limit stopNitrile rubber
162* B-port sealSilicon rubber
172Limit stop screwStainless steel
182Limit stop nutStainless steel
192Limit stop washerPA66
202Warning stickerPolyester
211Indicator assemblyABS + stainless steel screw
221Center plate (option)Nylon PA6, Black
231Insert driveAluminium
* = Included in Service Kit.
2
10
20
42
Parts List and Spare Parts
Installation, Operation and Maintenance Manual
DOC.IOM.EF.EN Rev. 6
Appendix A: Spring load removal
This section explains:
•How to remove the spring load safely of spring-return actuators in case:
—The valve gets “stuck” in mid position.
—One of the spring cartridges is broken.
WARNING - MOVING PARTS
A spring-return actuator mounted on a valve, which is stuck in mid stroke, contains a high
spring load which will cause a sudden rotation of the actuator versus the valve during
disassembly. This can cause serious injury to personnel or damage to material.
On spring-return actuators with a broken spring cartridge, the end cap can be “shot” away
during disassembly of the actuator. This can cause serious injury to personnel or damage to
material.
Appendix
September 2015
A.1 Spring load relief
CAUTION - ROTATING ACTUATOR
In case of an actuator/valve assembly “stuck” in mid position, leave the actuator on the
valve and/or mounting bracket during this procedure.
Figure A-1 Spring load removal
WARNING
Crush / Amputaion Hazard
Failure to follow instructions
for removal of spring loaded
actuator may result in
surious personal injury
Appendix
1. Depressurize the actuator completely.
2. Based on the actuator size, choose the correct threaded rod kit from Table A-1.
3. Replace one by one each end cap screw for the threaded rod kit and turn down the
adjusting nut until it touches the end cap.
4. Once all for end cap screws have been replaced, gradually turn the adjustment nuts
on threaded rod in CCW direction by turning the nuts half turn at a time. Make sure
the rod itself does not turn. Continue this until the load of springs are relieved.
5. Repeat the same procedure for the end cap screws on the other size of the
actuator as shown in figure A-1.
6. In case of an actuator/valve assembly “stuck” in mid position: The actuator now
can be disassembled from Valve, by removing the mounting studs/bolts.
Default dimension according DIN933 standard
Dimensions in brackets according ISO4017 standard
Actuator size 12 is not available with limit stops
Bolt Wrench Nut wrench
size (mm)size (mm)
1
1
1
1
17 (16)
17 (16)
17 (16)
19 (18)
1
1
1
1
Table B-5. Recommended circlip pliers according DIN 5254 (or equal)
for shaft circlips
Actuator sizePinion top diameterPliers according DIN 5254
F1216 mm0.630"A1
F25 - F10022 mm0.866"A2
F150 - F35036 mm1.417"A3
F60055 mm2.165"A3
46
Appendix
ELMatic
TM
ELMatic
TM
World Area Configuration Centers (WACC) offer sales support,
service, inventory and commissioning to our global customers.
Choose the WACC or sales office nearest you:
NORTH & SOUTH AMERICA
19200 Northwest Freeway
Houston, TX 77065
T +1 281 477 4100
F +1 281 477 2809
Av. Hollingsworth,
325, Iporanga Sorocaba,
SP 18087-105
Brazil
T +55 15 3238 3788
F +55 15 3228 3300
ASIA PACIFIC
No. 9 Gul Road
#01-02 Singapore 629361
T +65 6501 4600
F +65 6268 0028
No.1 Lai Yuan Road
Wuqing Development Area
Tianjin 301700
P.R.China
T +86 22 8212 3300
F +86 22 8212 3308
For complete list of sales and manufacturing sites, please visit
www.emersonprocess.com/valveautomationlocations
Or contact us at info.valveautomation@emerson.com
MIDDLE EAST & AFRICA
P. O. Box 17033
Dubai
United Arab Emirates
T +971 4 811 8100
F +971 4 886 5465
P. O. Box 10305
Jubail 31961
Saudi Arabia
T +966 3 340 8650
F +966 3 340 8790
24 Angus Crescent
Longmeadow Business Estate
East P.O. Box 6908; Greenstone;
1616 Modderfontein, Extension 5
South Africa
T +27 11 451 3700
F +27 11 451 3800
EUROPE
Asveldweg 11
7556 BR Hengelo (O)
The Netherlands
T +31 74 256 1010
F +31 74 291 0938