This Installation and Maintenance Manual explains how to install and maintain LY actuators. Information
on installation, disassembly, lubrication, and parts is provided.
1.2 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 and be familiar with these instructions before
attempting installation, operation, or maintenance. Failure to observe these precautions could result in
serious bodily injury, damage to the equipment, warranty void, or operational difficulty.
Safety notices are presented in this manual in three forms:
c WARNING: Refers to personal safety. Alerts the user to potential danger. Failure to follow
warning notices could result in personal injury or death.
a CAUTION: Directs the user’s attention to general precautions that, if not followed, could result in
personal injury and/or equipment damage.
NOTE: Highlights information critical to the user’s understanding of the actuator’s installation and
operation.
The LY actuator controls the opening and closing travel of the valve and limits torque through the torque
switches provided. As a result, all valve-operating parts are protected from overload, improper seating,
and foreign obstructions.
LY actuators may be mounted on any size valve in almost any position or location.
Microprocessor-based control and monitoring devices are available for installation on your actuator.
Contact your local Limitorque distributor or Limitorque sales office for further information.
Figure 2.1 – LY Actuator (LY 1001 shown)
50
100
0
L i m i t o r q u e
Position Indication Window
Control Cover
Housing
Conduit Adapter
6
Handwheel typically
clockwise turn to CLOSE
and counterclockwise
turn to OPEN
c WARNING: Read this Installation and Maintenance Manual carefully and completely before
attempting to store the actuator. Be aware of electrical hazards within the actuator and highpressure hazards of the attached valve or other actuated device when installing or performing
maintenance on your LY actuator.
3.1 Product Identification
The actuator unit nameplate is located on the side of the unit opposite the conduit entry. The
nameplate contains the following information:
Upon receipt of the actuator, inspect the condition of the equipment and record nameplate information
as follows:
1. Carefully remove actuator from shipping carton or skid. Thoroughly examine the equipment for
any physical damage that may have occurred during shipment. If damaged, immediately report the
damage to the transport company.
2. Record the unit nameplate information for future reference, i.e., ordering parts, and obtaining
further information.
3.3 Storage Procedures
NOTE: The following are Flowserve’s recommended storage procedures to retain maximum product
integrity during short-term and long-term storage. Failure to comply with recommended procedures will
void the warranty.
3.3.1 Short-Term Storage (less than 1 year)
Actuators should be stored in a clean, dry, protected warehouse, free from excessive vibration and rapid
temperature changes.
Preparation
1. Connect internal heaters, if supplied.
2. Replace all plastic caps or plugs with metal pipe plugs.
3. Ensure all covers are tight.
Outdoor Storage
If actuators must be stored outdoors, they must be stored off the ground, high enough to prevent being
immersed in water or buried in snow.
LY Storage Orientation
• Store with the Control Compartment Cover (Limit Switch compartment) facing upward.
• Do not store units on their side.
3.3.2 Long-Term Storage (1 to 5 years)
Actuators should be stored in a clean, dry, protected warehouse, free from excessive vibration and rapid
temperature changes.
NOTE: During long-term storage, the maximum source of equipment deterioration anticipated is
from possible condensation within the actuator enclosure. This condensation may occur with rapid
temperature changes in the storage environment. If reliable means are not available to prevent rapid
temperature changes, a heat source should be added in the electrical enclosure during storage. Consult
the Limitorque Customer Service Department for further information.
c WARNING: Read this Installation and Maintenance Manual carefully and completely before
attempting to install, operate, or troubleshoot the Limitorque actuator.
c WARNING: Be aware of electrical hazards. Turn off incoming power before working on the
actuator and before opening the switch compartment.
c WARNING: Potential HIGH PRESSURE vessel — be aware of high-pressure hazards associated
with the attached valve or other actuated device when installing or performing maintenance
on the actuator. Do not remove the actuator mounting bolts from the valve or actuated device
unless the valve or device stem is secured or there is no pressure in the line.
c WARNING: For maintenance and/or disassembly of the actuator while installed on the valve,
ensure that the actuator is not under thrust or torque load. If the valve must be left in service,
the valve stem must be locked in such a way as to prevent any movement of the valve stem.
c WARNING: Do not manually operate the actuator with devices other than the installed hand-
wheel and declutch lever. Using force beyond the ratings of the actuator and/or using additive
force devices such as cheater bars, wheel wrenches, pipe wrenches, or other devices on the
actuator handwheel or declutch lever may cause serious personal injury and/or damage to the
actuator and valve.
c WARNING: Do not exceed any design limitations or make modifications to this equipment
without first consulting Limitorque.
c WARNING: Actuators equipped with electrical devices (motors, controls) requiring field wiring
must be wired and checked for proper operation by a qualified tradesman.
c WARNING: Use of the product must be suspended any time it fails to operate properly.
2. If Torque Nut has been bored and keywayed by Limitorque, verify dimensions and keyway location
for proper compatibility with the valve stem.
3. If Torque Nut has not been bored and keywayed by Limitorque, it is provided solid (blank) to allow
customer to custom key and bore up to the maximum permissible sizes as listed in Table 5.1.
Table 5.1 – Mounting Base Dimensions
Unit Type and Size
LY 10011-1/8, dia (28 dia)1/4 x 1/8, (6 x 3)
LY 2001/30012-3/8, dia (60 dia)5/8 x 1/16 (15 x 7.5)
NOTE: Before keywaying, match the Torque Nut with the Valve Stem to ensure proper keyway location. Use the
Keyway Index Mark (LY 1001 only) for locating appropriate keyway location.
a CAUTION: Be sure to complete each step of the installation overview before electrically
operating your actuator. If the actuator is already mounted to a valve from the manufacturer,
verify that the actuator is mounted according to the following overview. Failure to follow the
installation procedures could result in personal injury and/or improper operation and could
cause damage to the equipment.
1. Mount Torque Nut (piece #32) in the actuator as shown in Figure 5.3 with the following alignment:
A. For LY 1001 – Stop Lugs facing the Actuator Mounting Adapter with index lines positioned to
face the Mechanical Stop Screws.
B. For LY 2001/3001 – Torque Nut axially aligned on the Drive Sleeve so that the bottom of the nut
is positioned inside the Actuator Mounting Base.
2. Insert the Retaining Drive Ring (piece #165 for LY 1001, piece #109 for LY 2001/3001) on the
Torque Nut (piece #32) to hold the Torque Nut in place in the actuator.
3. Mount the LY actuator on the mounting flange of the valve or other actuated equipment. Highstrength (minimum SAE-Grade 5 120,000 psi tensile strength) hex head or socket head cap screws
with lockwashers are recommended. The actuator mounting tap quantities and thread sizes are
detailed in Table 5.2.
NOTE: Flowserve has supplied eight taps for the LY 1001, LY 2001, and LY 3001 in English/Metric
units to provide flexibility in mounting arrangements. A minimum of four securing bolts is required to
properly secure and retain torque reaction on these units.
c WARNING: HAZARDOUS VOLTAGE. No electrical power should be connected until all wiring
and limit switch adjustments have been completed. Once power is supplied to unit, exercise
caution if cover is not installed.
4. Remove the Control Cover (piece #3) and Conduit Pipe Plugs (piece #144).
Figure 5.4 – Removing Control Cover and Conduit Pipe Plugs
L i mi to r q u e
#3 Control Cover
16
#144 Conduit Pipe Plugs
Table 5.3 – Control Cover and Conduit Pipe Plug Hardware
5. Adjust the Limit Switches, Mechanical Stops, and Position Indication Dial following the procedures detailed
in Section 5.7, Limit Switch and Mechanical Stop Settings.
6. Connect the wiring to the terminal strips provided on the actuator. Refer to the wiring diagram supplied
with the actuator. “Fork-type” terminal connections are recommended.
7. Insert a Conduit Pipe Plug in the unused conduit entrance if the wiring that enters the actuator uses only
one conduit entrance.
NOTE:
a. Explosionproof actuators require approved “sealing fittings” installed in accordance with the
National Electric Code.
b. Submersible actuators require an approved “sealing fitting” in order to keep water from entering
the actuator.
8. Attach grounding wire to Grounding Lug (piece #141).
9. Verify motor rotation direction to ensure that the limit switch is wired properly for intended operation. (See
Section 6.2, Verify Correct Motor Rotation (Phasing) and OPEN/CLOSE Pushbutton Operation.)
Figure 5.5 – Grounding Lug Location
#141 Grounding Lug
To earth ground
10. Reinstall Control Cover (piece #3).
NOTE: Submersible actuators require tightening the Control Cover Bolts and Integral Control Cover Bolts to
a specified torque in order to maintain submersibility. (See Table 5.4 for specific torque settings.)
Table 5.4 – LY Control Cover and Integral Control Cover Bolt Sizes and Torques
Unit TypeControl CoverIntegral Compartment
LY 1001M8 - 10 to 15 ft-lbM10 - 15 to 20 ft-lb
LY 2001/3001M12 - 20 to 25 ft-lbM10 - 15 to 20 ft-lb
c WARNING: HAZARDOUS VOLTAGE. Turn power OFF before opening the Electrical Compartment
Cover or making any adjustments to the Torque Switch.
a CAUTION: Installing or adjusting the Torque Switch with the actuator in a loaded condition will
result in loss of torque protection. Before adjusting or installing the Torque Switch, place the
actuator in MANUAL mode and turn the Handwheel in the direction necessary to release the
torque load on the Wormshaft Assembly.
NOTE: Removal or modification of the Torque Switch Limiter Plate will void the actuator warranty.
Do not exceed the torque setting indicated by the Torque Switch Limiter Plate without contacting the
Limitorque Service Department.
The LY unit is equipped with a do W to MEDIUM or HIGH by adjusting the Torque Switch Adjustment
Screw unless it is limited by the Limiter Plate. (See Figure 5.6 for Torque Switch Adjustment Screw
location.)
5.6 Rewiring the Torque Switch for Non-Standard
Drive Sleeve Rotation
a CAUTION: Double-check the wiring diagram to verify that the Torque Switch is wired appro-
priately for the application. The Torque Switch will not protect the valve from over-torque if the
Torque Switch is not wired properly for the application.
LY series actuators are typically supplied with a CCW Drive Sleeve rotation to open a valve. The Torque
Switch is marked OPEN (CCW) and CLOSE (CW) based upon CW Drive Sleeve rotation to close the
valve. The Mechanical Dial Position Indicator (MDPI) is typically mounted for CW rotation to indicate
the CLOSED position. If opposite Drive Sleeve rotation is required (CCW to close a valve), the following
Torque Switch modifications are required.
1. Turn all power to the actuator OFF.
2. Reverse the ID Limiter Plate.
3. Interchange OPEN Torque Switch wires 18 and 18C with CLOSED wires 17 and 17C. (Refer to the
wiring diagram for other Torque Switch wiring configurations.)
4. Remove the MDPI Plate and flip over for indication of CCW rotation to the valve’s closed position.
(See Figure 5.12 for MDPI Dial Plate.)
5.7 Limit Switch and Mechanical Stop Settings
The Limit Switch and Mechanical Stops are not preset at the factory, but must be set after mounting
on the associated equipment. If the actuator has been shipped already installed on a valve, the actuator
should have the Limit Switch and Mechanical Stops set for your application. If the actuator is not
already installed on a valve or needs resetting, use the following instructions to make the appropriate
settings.
The following instructions for setting the Limit Switches and Mechanical Stops are based on the typical
orientation for most actuator applications. Consult the applicable wiring diagram located in the Control
Compartment for the specific Limit Switch development.
NOTE: While making Limit Switch settings, remember that the Limit Cams rotate in the same direction
as the valve stem.
5.8 Setting the Limit Switches
c WARNING: Do not manually operate actuator with devices other than installed Handwheel and
Declutch Lever. Using additive force devices (cheater bars, wheel wrenches, pipe wrenches or
other devices of this nature) on the actuator Handwheel or Declutch Lever may cause serious
personal injury and/or damage to the actuator or valve.
c WARNING: HAZARDOUS VOLTAGE. Make sure all power is disconnected before making the
following settings.
5.8.1 Setting the CLOSED Limit Switch
1. Put the actuator in MANUAL operation: move the Declutch Lever in the direction of the arrow on the
lever until the Declutch Lever locks in place. If Declutch Lever is difficult to move, see Section 6.4,
Manual Operation for instructions to release the Declutch Lever.
2. Turn the Handwheel CW to move the valve to the full CLOSE position.
NOTE: Most applications require turning the Handwheel CW to obtain the full CLOSE position and
CCW to obtain full OPEN position. The Drive Sleeves and Limit Cams also rotate in CW rotation to
the CLOSE position and CCW to the OPEN position. If the application is configured differently, the
descriptions in this manual will describe rotation directions opposite your application.
3. Loosen Setting Nut (piece #7-10) located at the top of the switch bracket approximately ¾ turn.
NOTE: When setting the Limit Cams by rotating to the trip point as described in Step 4, be careful
not to move more than one cam at a time. Limit Cams that have already been set are not secure
until Setting Nut (piece #7-10) is retightened.
4. Rotate the CLOSE Limit Cam CW through the high side to the trip point until the Switch Plunger is
released. This causes the N.O. (normally open) contact to open.
NOTE: There will be no electrical continuity at the trip point when measuring with an ohmmeter
between the common lead and the N.O. lead. You may also hear a faint “click” at the trip point.
NOTE: During actuator operation, when the Switch Plunger trips, the N.O. contact is released,
causing the Limit Switch to stop the actuator in the CLOSED position.
Figure 5.8 – Setting CLOSE Limit Cam
Tr ip Point
position
(“click”)
CLOSE
Limit Cam
Switch Plunger
COM
NO
NC
CLOSE microswitch
position when valve
has reached the CLOSED
position and microswitch
has tripped
CLOSE
Limit Cam
High Side
Rotate CW to
reach CLOSE
Tr ip Point
COM
NO
NC
CLOSE microswitch
position while valve
is traveling from OPEN
toward the CLOSED
position
Switch
Plunger
High Side
20
5. Retighten Setting Nut (piece #7-10).
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