Fisher 1077 User Manual

Instruction Manual

Form 5605
March 2007

1077 Actuator

Type 1077 Manual Handwheel Actuator

Introduction 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Scope of Manual 1. . . . . . . . . . . . . . . . . . . . . . . . .

Description 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Specifications 1. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Installation

Adjustment 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Operation 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Maintenance

Lubrication 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Disassembly 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Assembly 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Parts Ordering

Parts Reference 10. . . . . . . . . . . . . . . . . . . . . . . . . . .

2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

W8176-1 / IL

10. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Figure 1. Type 1077 Handwheel Actuator Mounted on a

Design V150 Valve

Introduction

Scope of Manual

This instruction manual includes installation,
adjustment, operation, and maintenance information
for the Type 1077 manual handwheel actuator.
Instructions for the control valve is included in a
separate manual.

Do not install, operate or maintain a Type 1077
actuator without first D being fully trained and
qualified in valve, actuator and accessory
installation, operation and maintenance, and D
carefully reading and understanding the contents of
this manual. If you have any questions concerning
these instructions, contact your Emerson Process
Managementt sales office before proceeding.

Note

Neither Emerson, Emerson Process
Management, nor any of their affiliated
entities assumes responsibility for the
selection, use and maintenance of any
product. Responsibility for the
selection, use, and maintenance of any
product remains with the purchaser
and end-user.

Description

The Type 1077 manual-only handwheel actuator
(figure 1) is used with rotary-shaft valves such as the
9500 butterfly valve, Type 8532 and 8560 eccentric
disc valves, Design V150, V200 and V300 Vee-Ball
valves, Design V250 valves, and Design CV500 and
V500 eccentric plug valves. In the Type 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

Type 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).

R

www.Fisher.com

D101296X012

1077 Actuator

Instruction Manual

Form 5605

March 2007

Table 1. Specifications

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.

Installation

The Type 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.

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. Refer to figure 2 to determine
the correct actuator construction.

Approximate Weights

See table 3

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 that the
drive sleeve gear and travel indicator are rotated
fully clockwise.

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

2

For reverse acting turn the handwheel so that 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-ring seal from the hub of the drive
sleeve gear. Locate the four index marks on the
drive sleeve gear hub. Also locate the index mark on
the end of the valve shaft or stub shaft (key 13,
figure 7).

Instruction Manual

ACCEPTABLE

(1)

ACTUATOR

SHAFT

(1)

Than Maximum Allowable

60-Degree

90-Degree

Rotation

Rotation

1-1/2

12,000

24

100

Torque Req d

Form 5605
March 2007

Table 2. Actuator Size Selection

ACTUATOR

SIZE

ACCEPTABLE

VALVE
SHAFT

DIAMETER

MAXIMUM

ALLOWABLE

TORQUE

HAND-

WHEEL

DIAMETER

To Produce

Allowable Torque

Metric Units

0-KE

mm

12.7

15.9

19.1

22.2 & 25.4

NSm

271

58

138

240

(2)

mm N N

152
152

(4)

203

203

22.2 & 25.4 468 203 485

2-KE

6-KE

7-KE

9-KE

31.8

38.1

31.8

38.1

44.5

50.8

44.5

50.8

44.5

50.8

63.5 3390

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

914 463

63.5 6305 431 431

10-KE:6

76.2 6780

88.9 6780

(2)

(2)

610 310

610 310

U.S. Units

Inches Inch-Pounds Inches Pounds Pounds

0-KE

1/2
5/8

3/4

7/8 & 1

515

1225

2120
2400

6
6

(4)

(2)

8

8

7/8 & 1 4140 8 109

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

2-1/2 30,000

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

36 104

2-1/2 55,762 16 97

10-KE:6

3 60,000

3-1/2 60,000

1. Values shown are the maximum allowable torque of a splined valve shaft except where indicated. Without regard to the shaft, maximum allowable torque output is 271 NSm (2400
inch-pounds) for the size 0-KE actuator, 678 N
inch-pounds) for the size 7-KE actuator, 3390 N

2. Limited to this value by the maximum allowable output torque of the actuator.

3. Wheel-rim force required to produce maximum actuator output torque.

4. Handwheel is 152 mm (6-inch) diameter for keyed-shaft constructions.

(2)

(2)

Sm (6000 inch-pounds) for the size 2-KE actuator, 1360 NSm (12,000 inch-pounds) for the size 6-KE actuator, 2260 NSm (20,000

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.

24 69

24 69

Maximum

129
307

396

(3)

445

(3)

467

(3)

467

365
445

(3)

445

(3)

445

(3)

440

(3)

440

436
436

(3)

(3)

(3)

29
69

89

(3)

100

(3)

105

(3)

105

82

100

(3)

100

(3)

100

(3)

99

(3)

99

98
98

(3)

(3)

(3)

WHEEL-RIM FORCE

To Produce Torque Lower
Than Maximum Allowable

Torque

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

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

Shaft

1077 Actuator

HANDWHEEL TURNS

REQUIRED FOR FULL VALVE

DISC OR BALL ROTATION

-D

r

Rotation

4 6

4 6

6-1/2 9-1/2

6-1/2 9-1/2

6-1/2 10

9 13-1/2

10-1/2 16

10-1/2 16

48 72

48 72

48 72

4 6

4 6

6-1/2 9-1/2

6-1/2 9-1/2

6-1/2 10

9 13-1/2

10-1/2 16

10-1/2 16

48 72

48 72

48 72

Rotation

-D

r

3

1077 Actuator

MOUNTING

CV500

8532, 8560

VALVE SERIES OR DESIGN VALVE 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 to 20, with or without attenuator.

2. Counterclockwise

3. Clockwise

(1)

Ball/Plug

Rotation To

Close

(2)

CCW

CCW

CCW
CCW

(3)

CW

CW

V250 V150, V200 & V300

REVERSE REVERSE REVERSE

NA

NA

NA

NA

REVERSE REVERSE

DIRECT

CV500

V500

NA
NA

Disc/Ball

Rotation To

Close

CW
CW

CW
CW

NA
NA

Instruction Manual

Form 5605

March 2007

V250

NA
NA

DIRECT DIRECT

NA
NA

8532, 8560

& 9500

DIRECT

NA
NA

40B1561–A / DOC

DIRECT ACTING CONSTRUCTION REVERSE ACTING CONSTRUCTION

Figure 2. Direct and Reverse Acting Actuator Constructions

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 with the appropriate
drive sleeve gear hub index mark such that the
connector keyway will be in line with the valve
shaft keyway.

4

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).