Flowserve Field Mounting Kits User Manual

AXAIM010-01 (Auto-49) 02/03 Page: 1 of 1
© 2003, Flowserve Corporation, Printed in USA

Automax Valve Automation Systems

Installation, Operation and Maintenance Instructions

Flowserve Corporation 1350 N. Mountain Springs Parkway 1978 Foreman Dr.
Flow Control Division Springville, Utah 84663 Cookville, TN 38501
www.flowserve.com Phone: [phone] Phone: [phone]

Field Mounting Kits

Introduction:

Flowserve custom designs our Field Mounting Kits (FMKs) to
each actuator and valve application. This assures proper fit
and function. Special consideration is given to valve
maintainability and proper actuator-valve alignment.

Our FMKs feature rugged steel construction with baked on
epoxy powder coating for corrosion resistance. Each kit
includes the necessary hardware (bolts, nuts, lockwashers,
etc.) to make the valve automation task easier.

Required Tools:

To simplify the job of automating valves, the following tools
are recommended;

• Combination wrenches for each bolt or nut size included in
the kit (two of the appropriate size may be required for
bracket-to-valve bolting)

• Pneumatic connection with air supply set within operating
range of actuator

• Combination wrench for travel stop bolt lock nuts

• Allen wrench for travel stop bolt adjustment

Precautions:

Pay close attention to the following precautions when
mounting an actuator to a valve:

• Wear safety glasses. Compressed air can damage eyes or
blow particles into eyes.

• Use extreme caution when cycling your valve with the
actuator. Severe injury may result if fingers, hands or limbs
are inside the valve’s waterway.

• Use caution when stroking actuator. Bleeding air or
inadvertent movement can cause injury.

• Read this entire procedure before installing FMK.

Installation Procedure:

1. Begin by carefully reading all installation and

maintenance instructions included with the valve and
actuator. Pay particular attention to requirements for
packing adjustment, closure member adjustment (i.e.,
plug valves), or stem grounding (i.e., lined or sleeved
valves). Failure to utilize proper valve stem grounding
can cause static electricity buildup and discharge
within valve waterway.

Installation Procedure (Continued):

2. Remove any closure member travel stop mechanism
from valve. Automax actuators feature both clockwise
and counter-clockwise travel stops (SNA250/300 have
one outward travel direction only), which are preferred
when pneumatically operating valve. Use of valve­mounted travel stops can result in premature actuator
wear or may loosen packing adjustment mechanisms.
For butterfly valves with waterway stops, adjust the
“open” actuator travel stop bolt so the disk is slightly
off the waterway stop.

3. Assure actuator fail mode and stroke direction
matches desired valve fail mode and stroke direction.
Make necessary adjustments to actuator fail mode and
stroke direction (refer to actuator instructions for
procedures). Common practice is for actuator body to
be installed parallel to the valve waterway.

4. Attach bracket to valve using fasteners included with
the FMK. Tighten bolts finger-tight only at this time.

5. Place coupling over valve stem assuring it is centered.
NOTE: Depending on FMK design, it may be necessary
to perform this step before step 4 or in conjunction
with step 4.

6. Place actuator on bracket, aligning actuator shaft with
coupling and making sure the coupling is centered
within actuator shaft. Attach actuator to bracket using
fasteners included with the FMK. Tighten bolts finger­tight only at this time.

7. Carefully stroke actuator and valve several times using
blowgun or other pneumatic connection. This step
causes actuator shaft, coupling and valve stem to self­align and minimizes binding in the assembly.

8. Tighten all fasteners.

9. Slowly stroke actuator and valve and check for signs
of binding (vibrating or grinding sounds). If binding is
detected, loosen fasteners and repeat steps 7 and 8.

10. Loosen actuator travel stop lock nuts and check end­of-travel valve positions, making sure valve fully closes
and opens (refer to actuator instructions for
procedures on adjusting travel stops).

11. Tighten actuator travel stop lock nuts.

12. Install any penumatic accessories following

manufacturer’s recommended procedures.