Figure 1. Fisher 1077 Handwheel Actuator
Mounted on a V150 Valve
W8176-1
Introduction
Scope of Manual
This instruction manual includes installation, adjustment, operation, and maintenance information for the Fisher 1077
manual handwheel actuator. Instructions for the control valve is included in a separate manual.
Donotinstall,operate,ormaintaina1077 actuator without being fully trained and qualified in valve, actuator, and
accessory installation, operation, and maintenance. To avoid personal injury or property damage, it is important to
carefully read, understand, and follow all the contents of this manual, including all safety cautions and warnings. If you
have any questions about these instructions, contact your Emerson Process Management sales office before
proceeding.
Description
The 1077 manual-only handwheel actuator (figure 1) is used with rotary-shaft valves such as the Fisher 9500 butterfly
valve, 8532, 8560, and 8580 eccentric disc valves, V150, V200 and V300 Vee-Ball™ valves, V250 valves, and CV500
and V500 eccentric plug valves. In the 1077 actuator, torque is transmitted from the handwheel through the
handwheel input shaft to a worm and drive sleeve gear (sector) with splined bore. The worm and drive sleeve gear
multiply the torque and transmit it to a splined valve shaft or splined stub shaft. The size 10-KE:6 actuator additionally
has a spur gear reduction drive for increased torque capability.
Specifications
1077 actuator specifications are given in table 1. Some specifications for a given actuator as it comes from the factory
are stamped on a metal nameplate attached to the actuator mounting yoke (key 7, figure 6).
www.Fisher.com
Page 2
1077 Actuator
July 2012
Table 1. Specifications
Instruction Manual
D101296X012
Actuator Sizes
See table 2
Acceptable Valve Shaft Diameters
See table 2
Output Torque
See table 2
Wheel-Rim Force
See table 2
Handwheel Turns Required for Full Rotation
See table 2
Handwheel Rotation
Direct Acting Construction: Clockwise handwheel
rotation closes the valve (produces clockwise rotation
of valve shaft) as shown in figure 2
Reverse Acting Construction: Clockwise handwheel
rotation closes the valve (produces counterclockwise
rotation of valve shaft) as shown in figure 2
Maximum Output Rotation
0 to 90 degrees
Mounting Positions
J Right-hand (actuator on right side of valve body
when viewed from the body inlet) or
J Left-hand (actuator on left side of valve body when
viewed from the body inlet). Position 1 as shown in
figure 3 is standard; however, the actuator may be
mounted in any of the positions shown in figure 3.
Refertofigure2todeterminethecorrectactuator
construction
Approximate Weights
See table 3
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Page 3
Instruction Manual
D101296X012
1077 Actuator
July 2012
Installation
WARNING
Always wear protective gloves, clothing, and eyewear when performing any installation operations to avoid personal
injury.
If installing into an existing application, also refer to the WARNING at the beginning of the Maintenance section in this
instruction manual.
The 1077 actuator is normally shipped mounted on a control valve body. Follow the procedures in the control valve
body instruction manual for valve installation. Then proceed to the Operation section of this manual.
If the actuator has been shipped separately for installation on a valve body, or if the actuator was removed for
maintenance, mount the actuator by following the instructions presented in this section before installing the valve
body in the pipeline.
Individual part key numbers and part descriptions referenced in this procedure are shown in figure 6 and 7 except
where otherwise indicated.
CAUTION
Rotating the valve disc or ball in the wrong direction will damage seals and other internal parts in some valve bodies. If the
drive sleeve gear (key 1A) is not properly positioned, improper disc or ball rotation could result. If there is any doubt as to
whether or not the drive sleeve gear is properly positioned, remove the gearbox cover plate. Use the appropriate view in
figures 3, 4, and 5 to determine that the drive sleeve gear is at the proper end of its rotation.
1. Rotate the valve disc or ball to the closed position. Refer to the separate valve body instruction manual to
determine the closed position. Consult the appropriate valve instruction manual Installation section for valve shaft
orientation marks.
2. Rotate the handwheel (key 5) to move the drive sleeve gear to the position that is to correspond to the closed
position of the valve disc or ball as follows:
For direct acting turn the handwheel so the drive sleeve gear and travel indicator are rotated fully clockwise.
For reverse acting turn the handwheel so the drive sleeve gear and travel indicator are rotated fully counterclockwise.
3. Remove the travel indicator pointer by removing the machine screws. For a size 0-KE actuator only, remove the
O-ringsealfromthehubofthedrivesleevegear.Locatethefourindexmarksonthedrivesleevegearhub.Also
locate the index mark on the end of the valve shaft or stub shaft (key 13, figure 7).
4. Proceed as appropriate:
a. For valves with splined shafts, refer to figures 3, 4, and 5 and locate the correct view for the valve body and
mounting position being used. When the actuator is installed, the valve shaft index mark must be aligned with
the proper gear hub index mark.
b. For valves with keyed shafts, compare the position of the stub shaft keyway with the position of the connector
(key 11, figure 7) keyway. Align the stub shaft index mark withtheappropriatedrivesleevegearhubindexmark
such that the connector keyway will be in line with the valve shaft keyway.
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1077 Actuator
July 2012
Instruction Manual
D101296X012
Table2.ActuatorSizeSelection
WHEEL-RIM FORCE
To Produce Torque Lower
Than Maximum Allowable
Shaft Torque
ACTUATOR SIZE
ACCEPTABLE
VALVE
SHAFT DIAMETER
MAXIMUM
ALLOWABLE
(1)
TORQUE
HANDWHEEL
DIAMETER
To Produce
Maximum
Allowable Torque
Metric Units
mmNSmmmNN
Torque Req'd
(NSm) ÷ 0.4572
Torque Req'd
(NSm) ÷ 0.6096
Torque Req'd
(NSm) ÷ 0.9652
Torque Req'd
(NSm) ÷ 1.4478
Torque Req'd
(NSm) ÷ 3.0480
Torque Req'd
(NSm) ÷ 5.1435
Torque Req'd
(NSm) ÷ 6.096
Torque Req'd
(NSm) ÷ 7.3152
Torque Req'd
(NSm) ÷ 15.476
Torque Req'd
(NSm) ÷ 21.848
Torque Req'd
(NSm) ÷ 21.848
0-KE
2-KE
6-KE
7-KE
9-KE
10-KE:6
12.7
15.9
19.1
22.2 & 25.4
271
58
138
240
152
152
(4)
(2)
203
203
445
129
307
396
22.2 & 25.4468203485
31.8
38.1
31.8
38.1
44.5
50.8
44.5
50.8
44.5
50.8
63.53390
678
678
1110
1360
1360
1360
2260
2260
2260
2260
(2)
(2)
(2)
(2)
(2)
(2)
(2)
305
305
610
610
610
610
762
762
762
762
467
467
445
445
440
440
914463
365
445
436
436
63.56305431431
76.26780
88.96780
(2)
(2)
610310
610310
(3)
(3)
(3)
(3)
(3)
(3)
(3)
(3)
(3)
(3)
U.S. Units
InchesInch-PoundsInchesPoundsPounds
Torque Req'd
(In.-Lb.) ÷ 18.00
Torque Req'd
(In.-Lb.) ÷ 24.00
Torque Req'd
(In.-Lb.) ÷ 38.00
Torque Req'd
(In.-Lb.) ÷ 57.00
Torque Req'd
(In.-Lb.) ÷ 120.00
Torque Req'd
(In.-Lb.) ÷ 202.50
Torque Req'd
(In.-Lb.) ÷ 240.00
Torque Req'd
(In.-Lb.) ÷ 288.00
Torque Req'd
(In.-Lb.) ÷ 612.00
Torque Req'd
(In.-Lb.) ÷ 864
Torque Req'd
(In.-Lb.) ÷ 864
0-KE
1/2
5/8
3/4
7/8 & 1
515
1225
2120
2400
6
6
(4)
(2)
8
8
100
29
69
89
(3)
7/8 & 141408109
2-KE
6-KE
7-KE
9-KE
1-1/4
1-1/2
1-1/4
1-1/2
1-3/4
2
1-3/4
2
1-3/4
2
2-1/230,000
6000
6000
9820
12,000
12,000
12,000
20,000
20,000
23,524
23,524
(2)
(2)
(2)
(2)
(2)
(2)
(2)
12
12
24
24
24
24
30
30
30
30
36104
105
105
100
100
99
99
82
100
98
98
(3)
(3)
(3)
(3)
(3)
(3)
(3)
2-1/255,7621697
10-KE:6
360,000
3-1/260,000
1. Values shown are themaximum allowable torque of a splined valve shaftexcept where indicated. Withoutregard to the shaft,maximum allowable torqueoutput is 271 NSm (2400inchpounds) for the size 0-KE actuator, 678 N
size 7-KE actuator, 3390 N
2. Limited to this value by the maximumallowable output torqueof the actuator.
3. Wheel-rim force required toproduce maximum actuator output torque.
4. Handwheel is 152 mm (6-inc h) diameter for keyed-shaft constructions.
Sm (30,000 inch-pounds) for the size 9-KE actuator, and 6780 NSm (60,000 inch-pounds) for the size 10-KE:6 actuator.
Sm (6000 inch-pounds) for the size 2-KE actuator, 1360 NSm (12,000 inch-pounds) for the size 6-KE actuator, 2260 NSm (20,000inch-pounds) for the
(2)
(2)
2469
2469
(3)
(3)
HANDWHEEL TURNS REQUIRED
FOR FULL VALVE DISC OR BALL
ROTATION
60-Degree
Rotation
90-Degree
Rotation
46
46
6-1/29-1/2
6-1/29-1/2
6-1/210
913-1/2
10-1/216
10-1/216
4872
4872
4872
46
46
6-1/29-1/2
6-1/29-1/2
6-1/210
913-1/2
10-1/216
10-1/216
4872
4872
4872
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Instruction Manual
D101296X012
VALVE SERIES OR DESIGNVALVE SERIES OR DESIGN
MOUNTING
Right-Hand
Left-Hand
Left-Hand
(Optional)
1. A left hand ball will be required for the NPS 3 through 12 Series B and the NPS 14 to20, with or without attenuator.
2. Counterclockwise
3. Clockwise
(1)
Figure 2. Direct and Reverse Acting Actuator Constructions
Ball/Plug
Rotation To
Close
(2)
CCW
CCW
CCW
CCW
(3)
CW
CW
V250V150, V200 & V300
CV500
V500
REVERSEREVERSEREVERSE
NA
NA
NA
NA
REVERSEREVERSE
DIRECT
NA
NA
Disc/Ball
Rotation To
Close
CW
CW
CW
CW
NA
NA
1077 Actuator
July 2012
V250
NA
NA
DIRECTDIRECT
NA
NA
8532, 8560
8580, & 9500
DIRECT
NA
NA
40B1561-A
DIRECT ACTING CONSTRUCTIONREVERSE ACTING CONSTRUCTION
5
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1077 Actuator
July 2012
Instruction Manual
D101296X012
Figure 3. Available Mounting Positions
POSITION 1
FLOW
DIRECTION FOR
RIGHT-HAND
MOUNTING
POSITION 4
FLOW
DIRECTION FOR
RIGHT-HAND
MOUNTING
POSITION 4
VALVE BODY
FLOW DIRECTION
FOR LEFT-HAND
MOUNTING
POSITION 1
VALVE BODY
FLOW DIRECTION
FOR
LEFT-HAND
MOUNTING
POSITION 3
DIRECT ACTING ACTUATOR CONSTRUCTION
30B0668-A
B2002-3
POSITION 3
REVERSE ACTING ACTUATOR CONSTRUCTION
5. Making certain that index mark alignment is correct, slide the actuator onto the valve shaft in the desired mounting
position (figure 4 or 5). Check to be sure the valve shaft index mark is still aligned with the proper gear hub index
mark.
6. Check the alignment of the mounting holes in the mounting yoke (key 2) with those in the valve body. If the holes
are not aligned, rotate the handwheel to allow repositioning of the yoke. It may be necessary to loosen the hex nuts
and back out the travel stop set screws (key 10) to allow this repositioning.
7. When hole alignment is correct, secure the mounting yoke to the valve body with washers (key 4) and the valve
body cap screws (key 9).
8. If removed for inspection, install the gearbox cover plate. For a size 0-KE actuator only, also install the O-ring onto
thehubofthedrivesleevegear.
9. Making certain that the travel indicator pointer is aligned as it was prior to disassembly, install the travel indicator.
10. Before installing the valve body and actuator in the pipeline, perform the procedures presented in the Adjustment
section of this manual.
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Instruction Manual
D101296X012
Table 3. Approximate Weights
METRIC UNITSU.S. UNITS
ACTUATOR SIZE
0-KE
2-KE
6-KE61020.22443
7-KE76228.23060
9-KE91440.93687
10-KE:6
Figure 4. Direct Acting Mounting Positions (Shown in the Closed Position)
Handwheel Diameter,
mm
1523.768
2034.7810
20310.3822
30511.31224
43262.616133
61062.624133
Weight of Actuator
Assembly, Kg
DRIVE SLEEVE
GEAR INDEX
MARKS (4)
Handwheel Diameter,
Inches
1077 Actuator
July 2012
Weight of Actuator
Assembly, Pounds
E0718
MOUNTING
POSITION 1
PLATE AND TRAVEL POINTER REMOVED
GEARBOX WITH COVER
MOUNTING
POSITION 3
MOUNTING
POSITION 4
7
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1077 Actuator
July 2012
Figure 5. Reverse Acting Mounting Positions (shown in the closed position)
DRIVE SLEEVE
GEAR INDEX
MARKS (4)
Instruction Manual
D101296X012
GEARBOX WITH COVER
MOUNTING
POSITION 3
MOUNTING
POSITION 4
E0719
PLATE AND TRAVEL POINTER REMOVED
MOUNTING
POSITION 1
Adjustment
Perform the following steps to adjust the travel stops and the travel indicator pointer. Individual part key numbers and
part descriptions referenced in this procedure are shown in figure 6 except where otherwise indicated.
Travel stops (key 10) consist of two set screws and two hex nuts. For 90-degree valve disc or ball rotation, both set
screws are of equal length. For 60-degree disc or ball rotation, one set screw is longer than the other. To change from
90-degree to 60-degree disc or ball rotation, one set screw must be replaced with a longer one as explained below.
Note
Sizes 2-KE, 7-KE, 9-KE & 10-KE:6 use the same actuator for both 0-60 degrees and 0-90 degrees, with the replacement of the
appropriate set screw. Sizes 0-KE & 6-KE require a different actuator when changing from 90-degree to 60-degree disc or ball
rotation.
For Direct acting (except for 0-KE & 6-KE), replace the set screw that limits counterclockwise drive sleeve gear and
travel indicator rotation.
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Instruction Manual
D101296X012
1077 Actuator
July 2012
For Reverse acting (except for 0-KE & 6-KE), replace the set screw that limits clockwise drive sleeve gear and travel
indicator rotation.
Note
A 60-degree set screw used as an opening stop can limit valve ball or disc opening to any angle between 60 and 90 degrees.
Alternately, it may be used as a closing stop to limit valve closing to any angle between 0 and 30 degrees. One or two 60-degree
set screws may be used to extend the range of the valve opening stop, the valve closing stop, or both
1. If the valve body is in the line, remove it by following the instructions in the separate valve body instruction manual.
2. Loosen the hex nuts and back out both set screws.
3. Rotate the handwheel (key 5) to move the valve disc or ball to the fully closed position. Refer to the separate valve
body instruction manual for instructions to determine the fully closed position of the disc or ball.
4. With the valve disc or ball closed, rotate the set screw that is to limit valve closing until this set screw just hits the
drive sleeve gear. Lock the set screw with the hex nut.
5. Rotate the handwheel until the disc is at the desired maximum rotation as indicated by the pointer tip on the travel
indicator dial. Rotate the remaining travel stop set screw until it just hits the drive sleeve gear. Lock the set screw
with the hex nut.
6. Installthevalvebodyandactuatorinthepipelinebyfollowingtheinstructionsintheseparatevalvebody
instruction manual; then proceed to the Operation section.
Operation
Individual part key numbers and part descriptions referenced in this procedure are shown in figure 6 except where
otherwise indicated.
After the travel stops (key 10) and travel indicator pointer have been adjusted and the control valve assembly installed,
the actuator is ready for operation. The handwheel rotation direction required to open the valve is indicated on the
face of the handwheel (key 5).
CAUTION
To avoid damage t o the actuator, the valve shaft splines, and internal valve parts, do not exceed the maximum allowable
torques listed in table 2 or any other torque limitation of internal valve parts. Also, do not use wrenches or other devices on
the handwheel or handwheel shaft to increase operating force.
If the force required to rotate the handwheel will exceed the wheel-rim force listed in table 2, check for the following
conditions:
D Insufficient lubrication,
D Seized actuator parts,
D Excessive pressure drop across the valve body, or
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1077 Actuator
July 2012
Instruction Manual
D101296X012
D Obstruction to the valve body disc or ball rotation.
Instructions are given in the Maintenance section for lubrication of actuator parts. Refer to the separate valve body
instruction manual if valve body maintenance is required.
If the actuator does not seem to control the process fluid, worm or drive sleeve gear teeth may be broken, the pin
(key 6) may be sheared, or internal valve body parts may be broken. Refer to the separate valve body instruction
manual if valve body maintenance is required.
Maintenance
WARNING
Avoid personalinjury or property damage from sudden release of process pressure or bursting of parts. Before performing
any maintenance operations:
D Do not remove the actuator from the valve while the valve is still pressurized.
D Always wear protective gloves, clothing, and eyewear when performing any maintenance operations to avoid personal
injury.
D Be sure the actuator cannot suddenly open or close the valve.
D Use bypass valves or completely shut off the process to isolate the valve from process pressure. Relieve process pressure
from both sides of the valve. Drain the process media from both sides of the valve.
D Vent the pneumatic actuator loading pressure and relieve any actuator spring precompression.
D Use lockout procedures to be sure that the above measures stay in effect while you work on the equipment.
D The valve packing box may contain process fluids that are pressurized, even when the valve has been removed from the
pipeline. Process fluids may spray out under pressure when removing the packing hardware or packing rings, or when
loosening the packing box pipe plug.
D Check with your process or safety engineer for any additional measures that must be taken to protect against process
media.
Individual part key numbers and part descriptions referencedinthefollowingproceduresareshowninfigure6except
where otherwise indicated.
Lubrication
The interior parts of a 1077 actuator should be lubricated on a regular schedule with a quality gear lubricant. The
interior parts should also be lubricated whenever difficulty in handwheel rotation indicates a need for l ubrication.
To lubricate the 1077 actuator, perform the following steps:
1. Note the location of the travel indicator pointer in relation to the indicator dial. When reassembling the actuator,
the travel indicator pointer must be returned to its original position. Remove the machine screws and the travel
indicator pointer.
2. For a size 0-KE actuator only, remove the O-ring grease seal from the hub of the drive sleeve gear.
4. Coat the worm, the drive sleeve gear teeth, and the bearing surfaces of the gearbox housing and worm with a
quality gear lubricant.
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Instruction Manual
D101296X012
5. Install the cover on the gearbox (key 1) and secure it with the cap screws.
6. For a size O-KE only, install the the O-ring grease seal onto the hub of the drive sleeve gear.
7. Attach the travel indicator pointer so that it indicates the same point of rotation as was noted before the pointer
was removed. Secure the pointer with t he machine screws.
1077 Actuator
July 2012
Disassembly
Parts are subject to normal wear and must be inspected periodically. The following procedure describes actuator
disassembly for general inspection and replacement of the drive sleeve gear.
Note
In order to remove the drive sleeve gear, it is necessary to first remove the actuator input shaft and worm.
1. Remove the pin (key 6) and the handwheel (key 5).
2. For a size 10-KE:6 actuator only, remove the cap screws which secure the reduction drive (item not shown) and slide
thereductiondriveofftheinputshaft.
3. Perform steps 1, 2, and 3 of the lubrication procedure above.
4. Remove the pin which secures the worm to t he input shaft by following the appropriate procedure for the actuator
size:
For a size 0-KE or 2-KE actuator, drive the pin into the shaft (the pin length is less than the shaft diameter).
Remove the input shaft from the actuator housing and drive the pin out of the shaft.
For a size 6-KE actuator, rotate the input shaft so that the pin may be driven through the soft plug (item not
shown)onthebacksideofthegearboxhousing.
For a size 7-KE, 9-KE, or 10-KE:6 actuator, there is sufficient clearance in thegearboxhousingtodrivethepin
through the shaft. Rotate the input shaft so that the pin will emerge on the drive sleeve gear side of the shaft and
carefully drive the pin out of the shaft.
7. Remove the worm gear along with any shims or thrust bearings where used.
8. Inspect all parts for excessive wear.
Assembly
Note
Before or during assembly, coat the following surfaces with a quality gear lubricant:
D The teeth of the worm and the drive sleeve gear, and
D The bearing surfaces of the gearbox housing, worm and input shaft.
1. Install the worm and any shims and thrust bearings into the gearbox casing. Keep the worm at the maximum
possible distance from the installed position of the drive sleeve gear.
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1077 Actuator
July 2012
Instruction Manual
D101296X012
2. Install the drive sleeve gear onto the splined valve shaft. Be sure that the index marks are aligned as they were prior
to disassembly.
3. Noting the position of the pin holes and the original position of all shims and thrust bearings, install the actuator
input shaft into the bore of the worm.
4. Make sure that the pin holes are aligned and install the worm pin. Be certain that the pin does not protrude from
either side of the worm and interfere w ith the teeth on the drive sleeve gear.
For a size 6-KE actuator only, install the soft plug on the back side of the gearbox (key 1) housing.
5. Install the gearbox cover plate.
6. For a size 0-KE actuator only, install the O-ring grease seal onto the hub of the drive sleeve gear.
7. Install the travel indicator making certain that the pointer indicates the same degree of rotation as was noted prior
to disassembly.
8. For a 10-KE:6 actuator only, install the reduction drive onto the input shaft and secure with capscrews.
9. Install the handwheel (key 5) and pin (key 6).
10. If necessary, adjust the actuator by following the instructions given in the Adjustment procedure.
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Instruction Manual
D101296X012
1077 Actuator
July 2012
Parts Ordering
A serial number is assigned to each actuator and stamped on the nameplate (key 7, figure 6). Always refer to the
actuator serial number when corresponding with your Emerson Process Management sales office. When ordering
replacement parts, also specify the part name and desired material. If parts other than those listed in the parts list
require replacement, contact your Emerson Process Management sales office for assistance.
WARNING
Use only genuine Fisher replacement parts. Components that are not supplied by Emerson Process Management should
not, under any circumstances, be used in any Fisher valve, because they may void your warranty, might adversely affect the
performance of the valve, and could cause personal injury and property damage.
Parts List
Note
For part numbers not shown, contact your Emerson Process
Management sales office.
Figure 6. Fisher 1077 Actuator Assembly for Splined Shaft
TRAVEL
INDICATOR
POINTER
Instruction Manual
D101296X012
O-RING
WORM
39A8956-B
B2001
WORM
PIN
COVER PLATE
14
Page 15
Instruction Manual
D101296X012
Figure 7. Fisher 1077 Actuator Assembly for Coupled or Keyed Shafts
1077 Actuator
July 2012
30B1671-A
15
Page 16
1077 Actuator
July 2012
Instruction Manual
D101296X012
Neither Emerson, Emerson Process Management, nor any of their affiliated entities assumes responsibility for the selection, use or maintenance
of any product. Responsibility for proper selection, use, and maintenance of any product remains solely with the purchaser and end user.
Fisher and Vee-Ball are marks owned by one of the companies in the Emerson Process Management business unit ofEmerson Electric Co. Emerson Process
Management, Emerson, and the Emerson logo are trademarks and service marks of Emerson Electric Co. All other marks are the property of their respective
owners.
The contents of this publication are presented for informational purposes only, and while every effort has been made to ensure their accuracy, they arenot
to be construed as warranties or guarantees, express or implied, regarding the products or services described herein or their use or applicability. All sales are
governed by our termsand conditions,which are available upon request. We reserve the right to modifyor improve the designs or specifications of such
products at any time without notice.
Emerson Process Management
Marshalltown, Iowa 50158 USA
Sorocaba, 18087 Brazil
Chatham, Kent ME4 4QZ UK
Dubai, United Arab Emirates
Singapore 128461 Singapore
www.Fisher.com
16
E 1986, 2012 Fisher Controls International L LC. All rights reserved.
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