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
NOTE: When setting the OPEN Limit Switch, be careful not to rotate the CLOSE Limit Cam; rotating it
will change the adjustments you previously made on the CLOSE Limit Switch.
1. Put the actuator into MANUAL operation by moving 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 to move the valve to the full OPEN position.
NOTE: Most applications require turning the Handwheel CCW to obtain the full OPEN position. The
Drive Sleeve and Limit Cams also rotate in CCW rotation to the OPEN position. If your application is
configured differently, keep in mind the descriptions in this manual will describe rotation directions
opposite of your application.
3. Loosen Setting Nut (piece #7-10) located at the top of the switch bracket. (See Figure 5.7.)
4. Rotate the OPEN Limit Cam CCW through the high side to the trip point until the Switch Plunger is
released. This causes the N.O. contact to open. 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 OPEN position.
Figure 5.9 – Setting OPEN Limit Cam
OPEN Tr ip Point
position (“click”)
COM
NO
NC
High Side
OPEN Limit Cam
Rotate CCW to reach
OPEN Tr ip Point
Switch Plunger
COM
NO
NC
OPEN microswitch
OPEN Limit Cam
position while valve
is traveling from CLOSED
toward the OPEN position
5. Retighten Setting Nut (piece #7-10).
Switch Plunger
OPEN microswitch
position while valve
has reached the OPEN
position and microswitch
has tripped
5.9.3 Setting the OPEN Mechanical Stop on the LY 1001
Piece numbers refer to Figure 5.10.
1. With the valve in the full OPEN position, set OPEN Mechanical Stop Set Screw (piece #58) by
removing the Set Screw (piece #59). (See Figure 5.9 for orientation.)
2. Using the Handwheel, turn the valve to the OPEN position. Verify the valve is fully open before
setting the Mechanical Stop Set Screw.
3. Rotate Mechanical Stop Set Screw (piece #58) in the CW direction until contact with the Torque Nut
(piece #32) occurs.
4. Back-off Mechanical Stop Set Screw (CCW direction) approximately 1½ turns.
5. Reinstall Set Screw (piece #59).
6. Manually operate the actuator through the open limit to assure setting is correct.
5.9.4 Setting the OPEN Mechanical Stop on the LY 2001/3001
Piece numbers refer to Figure 5.11.
1. With the valve in the full OPEN position, set OPEN Mechanical Stop Screws (piece #58) (Hex Head
Cap Screw) by loosening Locking Nut (piece #59) (Hex Head Nut). (See Figure 5.10 for orientation.)
2. Using the Handwheel, turn the valve to the OPEN position. Make sure the valve is fully open before
setting the Mechanical Stop.
3. Rotate Mechanical Stop Screw (piece #58) in the CW direction until contact with the Stop Pin (piece
#28) occurs.
4. Back-off Mechanical Stop Screw (CCW direction) approximately 1½ turns.
5. Retighten Locking Nut.
6. Manually operate the actuator through the open limit to assure setting is correct.
NOTE: The Mechanical Stops are intended to protect the equipment from overtravel if a Limit Switch
fails. The valve should not torque-out against the Mechanical Stop Screw during normal OPEN/
CLOSE cycles.
5.10 Setting the MDPI (Mechanical Dial Position
Indicator)
Piece numbers refer to Figure 5.12.
1. After setting the Limit Switch and Mechanical Stop Settings, manually position the valve in the fully
CLOSED position.
24
2. Loosen Screw (piece #147) on MDPI.
3. Make sure the MDPI Dial Plate (piece #146) is aligned properly with the Dial Window Retaining
Plate Arrow (piece #108), usually 0% (CLOSED) should align with the arrow. (See Figure 5.12.)
NOTE: If your application uses CW handwheel rotation to OPEN, flip the MDPI Plate over to properly
orient the OPEN and CLOSED position on the MDPI Plate.
4. Retighten the Screw (piece #147) on the MDPI Dial Plate (piece #146).
Figure 5.12 – Aligning MDPI with Dial Window Retaining Plate
#108 MDPI Retaining
Plate arrow
L i m i t o r q u e
50
100
0
PERCENT OPEN
Limitorque
#146 MDPI Dial Plate
5.10.1 Setting the Potentiometer
If the LY actuator includes a Feedback Potentiometer used for remote valve position indication, use an
ohmmeter to calibrate the position of the potentiometer.
c WARNING: HAZARDOUS VOLTAGE. Turn power off before calibrating the Feedback
Potentiometer.
1. Using the Handwheel, position the actuator to mid-travel (valve at the 50% position).
2. Disconnect the Potentiometer Wiring Harness from where it is plugged in or connected to a
Terminal Strip.
#147 Screw
3. Using an ohmmeter, verify that the potentiometer is in mid-travel. The resistance from each End
Connection to the Center Connection should be half of the full resistance of the Potentiometer.
Example: 1000 ohm potentiometer should read approximately 500 ohms from one of the End
Connections to the Center Connection.
LY actuators are always available for motor operation when the motor is energized.
NOTE: Applied voltage rating = voltage rating of actuator ±10%
c WARNING: Do not manually operate the actuator with devices other than installed Handwheel
and Declutch Lever. Using force beyond the ratings of the unit 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
or valve.
a CAUTION: Do not motor-operate the valve without first setting or checking the limit switch
setting, motor direction, and mechanical stops. Do not force the Declutch Lever into the motor
operation position. The Declutch Lever returns to motor-operation position automatically when
the motor is energized.
6.2 Verify Correct Motor Rotation (Phasing) and
OPEN/CLOSE Pushbutton Operation
Correct motor rotation must be verified to prevent serious damage to valve or other equipment. If the
actuator motor rotates in the wrong direction, damage could occur by over-torquing equipment into a
seated position.
Prior to being shipped from the factory, each actuator is inspected to verify proper operation of the
Torque and Position Limit Switches and to ensure that they function correctly, i.e., closes when the
CLOSE pushbutton is depressed, opens with the OPEN pushbutton, etc. These inspections are made
with a properly phased power source connected as described in the actuator manual.
a CAUTION: To ensure proper operation and to prevent your actuator or other actuated equipment
from damage, verify that your unit is properly connected to its power source.
NOTE: Your application may vary from the standard wiring configuration for three-phase shown in
Figures 6.1 and 6.2. Refer to the specific actuator wiring diagram for wiring configuration.
1. Using the Handwheel, move the valve to a midtravel position. Midtravel position allows brief
electrical operation in the valve “safe” area and keeps the OPEN and CLOSED Limit Switches from
tripping while testing motor direction.
2. Test motor direction by momentarily pressing the OPEN pushbutton:
a. If the actuator moves toward CLOSED, immediately turn all power OFF and reverse the
motor leads T1 and T3 on terminal strip.
b. If the actuator moves toward OPEN, the motor is wired properly for the application.
NOTE: Your application may vary from the standard wiring configuration for the single-phase motor
shown in Figures 6.3 and 6.4. Refer to the specific actuator wiring diagram for wiring configuration.
1. Using the Handwheel, move the valve to a midtravel position. Midtravel position allows electrical
operation in the valve “safe” area and keeps the OPEN and CLOSED limit switches from tripping
while testing motor direction.
2. Momentarily press the OPEN pushbutton to test motor direction. If the actuator moves toward
CLOSED, immediately turn power OFF and proceed with the instructions that match your application. Permanent Split Capacitor single-phase motors can be connected for opposite rotation by
interchanging the leads T1 and T2 coming from the motor to the terminal strip.
NOTE: Your application may vary from the standard wiring configuration for the DC motor. Refer to the
specific actuator wiring diagram for wiring configuration.
1. Using the Handwheel, move the valve to a midtravel position. Midtravel position allows electrical
operation in the valve “safe” area and keeps the OPEN and CLOSED limit switches from tripping
while testing motor direction.
2. Test motor direction by momentarily pressing the OPEN pushbutton:
a. If the actuator moves toward CLOSED, immediately turn all power OFF and reverse the motor
leads A1 and A2 on the terminal strip.
b. If the actuator moves toward OPEN, the motor is wired properly for the application.
6.3 Electrical Startup
1. Confirm that the actuator has been correctly lubricated. This is particularly important if the actuator
has been in long-term storage.
2. Ensure that the Torque Switch and Limit Switch have been properly set per Section 5.5, Torque
Switch Settings and Section 5.8, Setting the Limit Switches respectively.
3. Engage MANUAL operation and hand-crank valve well away from the OPEN or CLOSED
end-of-travel.
4. Turn power ON and push the OPEN button to electrically operate the actuator.
Refer to Section 6.2, Verify Correct Motor Rotation (Phasing) and OPEN/CLOSE Pushbutton
Operation to correct the motor rotation, if necessary.
6. If the actuator configuration has a control package, see the specific control package Instruction and
Maintenance Manual for proper setup and calibration.
The actuator should operate correctly and will stop at the end-of-travel by the Torque and Limit
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.
Piece numbers refer to Figures 6.5, 6.6, and 6.7 for LY 1001 and Figure 6.8, 6.9, 6.10, and 6.11 for LY
2001/3001.
The LY actuator has a Handwheel for manual operation. The unit can be manually operated any time the
motor is not energized.
1. To manually operate the actuator, push the Declutch Lever (piece #45) clockwise approximately 20°
until it latches.
2. If the Declutch Lever will not turn 20° or it does not latch, DO NOT FORCE. Rotate the Handwheel
(piece #41) slightly (in either direction) while continuing to push the Declutch Lever in the clockwise
direction; the Declutch Lever will latch in place. When the Declutch Lever is latched in place, the
Clutch (piece #13) is moved until its lugs engage with the lugs on the Handwheel Clutch (piece
#16). This position is maintained indefinitely by the Declutch Fork Assembly (piece #46). When the
motor is energized, a flat on the Input Worm Gear (piece #18) releases the Declutch Fork Assembly,
pushing the Clutch into motor operation by the Declutch Return Spring (piece #47).
6.5 Motor Operation
a CAUTION: Do not force the Declutch Lever into motor operation. Lever will automatically return
to motor operation when the motor is energized.
Piece numbers refer to Figures 6.5, 6.6, and 6.7 for LY 1001, and Figures 6.8, 6.9, 6.10, and 6.11 for LY
2001/3001.
The Motor Pinion Gear (piece #54) turns the Worm Shaft Pinion Gear (piece #53), which is part of the
Input Worm Shaft (piece #31). The Input Worm Shaft drives the Input Worm Gear (piece #18) that is
lugged to the Clutch Sleeve (piece #13). The Input Worm Gear drives the Worm Shaft Assembly through
the lugs and splines on the Clutch Sleeve. The Output Worm (piece #15) on the Worm Shaft Assembly
turns the Drive Sleeve (piece #10). The Drive Sleeve accepts the Torque Nut (piece #32) that is bored
and keyed to fit and turn the particular valve stem.
No seal can remain absolutely tight at all times. Therefore, it is not unusual to find a very small amount
of weeping around shaft seals—especially during long periods of idleness such as storage. Using
grease minimizes this condition as much as possible. If a small amount is weeping at startup, remove it
with a clean cloth. Once the equipment is operating on a regular basis, the weeping should stop.
7.1.1 Lubrication Inspection
Inspect Limitorque LY series actuators for correct lubrication prior to operating—particularly following a
long storage period.
Each application has its own effect on the actuator and the frequency of these inspections should be
based on the application and the operating experience. The following lubrication inspection schedule is
recommended until operating experience indicates otherwise.
For Gear Case, inspect lubrication every 18 months or 500 cycles, whichever occurs first.
During an inspection, consider the following:
• Quantity – LY operators are built to operate on the immersion principle. Ensure there is enough
lubricant so that the Worm is totally immersed in grease regardless of the position.
• Quality – Inspect lubricant for dirt, water, or other foreign matter. If any one of these is found:
1. Flush the actuator with a commercial degreaser/cleaner such as Exxon Varsol #18. This
degreaser/cleaner is not corrosive and does not affect the seal materials.
2. Repack the actuator with fresh lubricant, allowing room for grease thermal expansion.
• Consistency – Ensure the lubricant is fluid approximating a standard NLGI-0 grade consistency or
less. Thinners such as Amoco WAYTAC #31 oil may be added provided the volume of thinner does
not exceed 20% of the total lubricant.
The LY actuator gear case is factory-lubricated with an NLGI Grade 0 lithium-base grease suitable for
temperatures from -20°F (-29°C) to 250°F (121°C). For temperatures above or below this range, consult
the factory.
7.2 Minimum Lubricant Qualities Required
The standard lubricants used by Flowserve have been proven to be extremely reliable over years of
service. Flowserve does not recommend a particular lubricant substitute for the standard lubricants;
however, Flowserve does require the following lubricant qualities as a minimum.
a CAUTION: Do not mix lubricants of a different base chemical. Mixing lubricant bases may cause
lubricant properties to be ineffective.
The lubricant must:
• have “EP” properties.
• be suitable for the temperature range intended.
• be water and heat-resistant and non-separating.
• not create more than 8% swell in Buna N or Viton.
• not contain any grit, abrasive, or fillers.
• slump NLGI 0 or 00.
• not be corrosive to steel gears, ball, or roller bearings.
• have a dropping point above 316°F (158°C) for temperature ranges of -20°F (-9°C) to 250°F (121°C).
46
7.3 Disassembly and Reassembly
a CAUTION: Turn off all power services before attempting to perform service on the actuator.
POTENTIAL HIGH-PRESSURE VESSEL. Before removing or disassembling your actuator,
ensure that the valve or other actuated device is isolated and not under pressure.
7.3.1 LY 1001 Disassembly
Unless otherwise noted, piece numbers refer to the Illustrated Parts Breakdown of Figures 6.5, 6.6,
and 6.7.
c WARNING: HAZARDOUS VOLTAGE. Turn off all power before disassembling your LY actuator.
c WARNING: POTENTIAL HIGH-PRESSURE VESSEL. Before disassembling your actuator, ensure
that the valve or other actuated device is isolated and is not under pressure.
3. Disconnect all electrical leads from the Torque Switch (piece #8) and Limit Switch (piece #7). Make
sure all wire leads are properly marked for reassembly.
4. Remove all external wires to the Terminal Strips (pieces #9 and 110).
5. If unit has an Integral Assembly, remove all wires from the Integral Assembly to the Terminal Strip
(pieces #9 and 110).
6. Remove Screws/Lockwashers (pieces #77, 78, 79, and 80) that are holding the Limit Switch (piece
#7) and Heater Assembly (piece #120). Remove the Limit Switch and Heater Assembly.
7. Remove two Screws (piece #97) and two Lockwashers (piece #98) that are holding the Torque
Switch (piece #8). Remove the Torque Switch.
8. Remove two Screws (piece #65) and two Lockwashers (piece #66) to remove the Top Plate
(piece #2).
9. Lift Top Plate (piece #2) off the LY Housing (piece #1). The Motor (piece #6) can be left attached to
the Top Plate when the Top Plate is removed.
Remove Input Worm Motor Pinion Assembly
10. Remove Input Worm Motor Pinion Assembly (pieces #52, 156, 53, 124, and 31).
Remove Worm Shaft Assembly
11. Remove four Screws (piece #61) and four Lockwashers (piece #62) to remove Disc Spring Cap
(piece #5).
12. Remove Disc Spring Cap (piece #5) and O-Ring (piece #135).
13. Rotate Worm Shaft Assembly CCW. The Worm Shaft Assembly should travel out of the Housing.
Once it has reached the end-of-travel, pull the remaining Worm Shaft Assembly out; Clutch Sleeve
(piece #13) will slip off the Worm Shaft Assembly. In the event that the Worm is stripped, the Worm
Shaft Assembly will need to be completely replaced.
NOTE: If Light Spring Pack or Heavy Spring Pack replacement is necessary, contact your Limitorque
authorized dealer or the Limitorque Service Department for a complete Worm Shaft Assembly
replacement.
Remove Handwheel Assembly
14. Remove the Handwheel Clutch (piece #16), Compression Spring (piece #154), Clutch Sleeve
(piece #13), Thrust Washer (piece #26 [two pieces]), and Thrust Bearing (piece #27).
15. Remove two Screws (piece #63) and two Lockwashers (piece #64) from the Handwheel Cap
(piece #34).
16. Remove the Handwheel Assembly as one piece, (piece #41, 112, 34, 137, 134, 155 [two pieces],
154, 70, and 37).
Remove Drive Sleeve
17. Remove O-Ring (piece #129) and Bearing (piece #33) from the top of the Drive Sleeve (piece #10).
19. Remove Roll Pin (piece #121) and remove Declutch Lever (piece #45).
20. Push the Declutch Assembly (piece #46, 123, 44, and 55 [two pieces]) up through the Housing and
remove. Remove the Declutch Return Spring (piece #47).
21. Remove O-Ring (piece #138) from the Housing.
Remove Input Worm Gear
22. Remove the Retaining Drive Ring (piece #114).
23. Remove Input Worm Gear (piece #18) from the Ball Bearing (piece #24).
7.3.2 LY 1001 Reassembly
c WARNING: HAZARDOUS VOLTAGE. Turn off all power before reassembling your LY actuator.
All piece numbers refer to Figures 6.5, 6.6, and 6.7.
Install Input Worm Gear
1. Install Input Worm Gear (piece #18).
2. Install External Retaining Drive Ring (piece #114) on Input Worm Gear.
Install Declutch Assembly
3. Install Declutch Return Spring (piece #47), making sure one end of Spring is secured behind the
Rib of the actuator housing and the other end is secured behind the bottom Declutch Fork of the
Declutch Fork Assembly.
Figure 7.1 – LY 1001 Declutch Return Spring Installation Position
4. Install Declutch Assembly (piece #46, 123, 44, and 55).
5. Install O-Ring (piece #138) over Declutch Shaft (piece #44).
6. Install Declutch Lever (piece #45) and Roll Pin (piece #121).
Install Drive Sleeve
7. Install Drive Sleeve (piece #10).
8. Install Ball Bearing (piece #33) and O-Ring (piece #129) on the Drive Sleeve.
Install Worm Shaft Assembly
9. Install Worm Shaft Assembly.
NOTE: Push the Worm Shaft Assembly through to about ½" past the Input Worm Gear for installing
the Clutch Sleeve (piece #13).
Install Handwheel Assembly
10. Install the Clutch Sleeve (piece #13), ensuring the Declutch Fork Assembly (piece #46) is between
the Input Worm Gear (piece #18) and the Clutch Sleeve (piece #13).
11. Install Thrust Washer (piece #26), Thrust Bearing (piece #27), and second Thrust Washer (piece
#26) into the Handwheel Clutch (piece #16).
12. Put a light coat of grease on the Thrust Bearing. Install Spring (piece #154) into the Handwheel
Clutch.
13. Install Handwheel Clutch Assembly (pieces #16, 154, 26 [two pieces], and 27) into the Housing.
Push remaining Worm Shaft Assembly into the Handwheel Clutch of the Handwheel Clutch
Assembly.
14. Install O-Ring (piece #135) over the Worm Shaft Assembly Bearing.
15. Install Disc Spring Cap (piece #5) and Hardware (pieces #61 and 62).
16. Install Handwheel Cap Gasket (piece #137) and Handwheel Assembly (pieces #41, 112, 34, 137,
134, 155 [two pieces], 154, 70, and 37).
17. Install Hex Head Cap Screw and Lockwasher (pieces #63 and 64).
Install Input Worm Motor Pinion Assembly
18. Install Input Worm Motor Pinion Assembly (pieces #52, 156, 53, 124, and 31) into the Housing.
19. Install Housing Seal (O-Ring) (pieces #131).
Grease Unit
20. Grease unit with the properly recommended grease. (See Section 7.1, Lubrication.)
21. Install Top Plate (piece #2) and Hardware (pieces #65 and 66).
NOTE: If Top Plate will not fit properly, check Ball Bearing (piece #33) and Declutch Shaft (piece
#44) for proper alignment into Top Plate molding.
Install Torque Switch Assembly, Motor Assembly, and Limit Assembly
22. Install Torque Switch Assembly (piece #8) with Gasket and Hardware (piece #98 and 97).
23. Install Limit Switch Assembly (piece #7) and Heater Assembly (piece #120) with Hardware (piece
#77, 78, 79, and 80).
24. Reconnect Limit Switch, Torque Switch, and Terminal Strip. (See the wiring diagram included with
the actuator for proper wiring configuration.)
Install Control Cover
NOTE: Before installing the Control Cover, reset the Limit Switches and Mechanical Stops. Recheck
motor for proper rotation.
25. Install Cover Seal O-Ring (piece #130).
26. Install Control Cover (piece #3) with Hardware (piece #67 and 68).
7.3.3 LY 2001/3001 Disassembly
c WARNING: HAZARDOUS VOLTAGE. Turn off all power before disassembling your LY actuator.
c WARNING: POTENTIAL HIGH-PRESSURE VESSEL. Before disassembling your actuator, ensure
that the valve or other actuated device is isolated and is not under pressure.
Piece numbers refer to Figures 6.8, 6.9, 6.10, and 6.11.
Remove Cover and Top Plate
1. Shut off all power to the actuator.
2. Remove the Control Cover (piece #3).
3. Disconnect all electrical leads from the Torque Switch (piece #8) and Limit Switch (piece #7). Make
sure all wire leads are properly marked for reassembly.
4. Remove all external wires to the Terminal Strips (piece #9, 110, and 111).
5. If unit has an Integral Assembly, remove all wires from the Integral Assembly to the Terminal Strip
(piece #9, 110, and 111).
50
6. Remove Screws/Lockwashers (piece #79 and 80) that are holding the Limit Switch (piece #7).
Remove the Limit Switch.
7. Remove two Screws (piece #97) and two Lockwashers (piece #98) that are holding the Torque
Switch (piece #8). Remove the Torque Switch.
8. Remove two Screws (piece #88) and two Lockwashers (piece #89) to remove the Top Plate
(piece #2).
9. Lift Top Plate (piece #2) off the LY Housing (piece #1). The Motor (piece #6) can be left attached to
the Top Plate when the Top Plate is removed.
Remove Input Worm Motor Pinion Assembly
10. Remove Input Worm Motor Pinion Assembly (piece #52, 53, 124, and 31).
Remove Worm Shaft Assembly
11. Remove four Screws (piece #61) and four Lockwashers (piece #62) to remove Bearing Cap
(piece #5).
12. Remove Bearing Cap (piece #5) and O-Ring (piece #135).
13. Rotate Worm Shaft Assembly counterclockwise. The Worm Shaft Assembly should travel out of
the Housing. Once it has reached the end-of-travel, pull the remaining Worm Shaft Assembly out;
Clutch Sleeve (piece #13) will slip off the Worm Shaft Assembly. In the event that the Worm is
stripped, the Worm Shaft Assembly will need to be completely replaced.
NOTE: If Light Spring Pack or Heavy Spring Pack replacement is necessary, contact your Limitorque
authorized dealer or the Limitorque Service Department for a complete Worm Shaft Assembly
replacement.
Remove Handwheel Assembly (LY 2001)
14. Remove the Handwheel Clutch (piece #16), Compression Spring (piece #17), Clutch Sleeve (piece
#13), Thrust Washer (piece #26 [two pieces]), and Thrust Bearing (piece #27).
15. Remove four Screws (piece #70) and four Lockwashers (piece #71) from the Handwheel Cap Plate
(piece #69).
16. Remove the Handwheel Assembly as one piece (pieces #146, 41, 112, 69, 192, 134, and 37).
17. Go to Step 19.
Remove Handwheel Assembly (LY 3001)
14. Remove the Handwheel Clutch (piece #16), Compression Spring (piece #17), Clutch Sleeve (piece
#13) and Thrust Washer (piece #26 [two pieces]), and Thrust Bearing (piece #27).
15. Remove Screws (pieces #63 and 65) and Lockwashers (piece #64 and 66) from the Spur Gear
Cover (piece #34) of the Handwheel Assembly.
16. Remove the Handwheel Assembly as one piece (pieces #146, 41, 112, 136, 39 [two pieces], 34,
137, 116, 115, 38, and 36).
17. Remove the Handwheel Pinion and Idler (piece #43) and Idler Shaft (piece #42).
18. Remove the Handwheel Gear Assembly (pieces #119, 35, and 37).
Remove Drive Sleeve
19. Remove the Roll Pins (piece #174) located in the end of the Mechanical Stop Screws (piece #58).
20. Remove the Mechanical Stop Screws (piece #58), Locking Nut (piece #59), Thread-Seal (piece
#60), and Retaining Washer (piece #184).
21. Remove O-Ring (piece #129) and Bearing (piece #33) from the top of the Drive Sleeve (piece #10).
22. Remove the Drive Sleeve (piece #10).
Remove Declutch Assembly
23. Remove Roll Pin (piece #121) and remove Declutch Lever (piece #45).
24. Push the Declutch Assembly (pieces #46, 48, 123, 122, and 44) up through the Housing and
remove. Then remove Declutch Return Spring (piece #47).
25. Remove O-Ring (piece #138) from the Housing.
Remove Input Worm Gear
26. Remove the Retaining Drive Ring (piece #113).
27. Remove Input Worm Gear (piece #18) and Lug Adapter (piece #25) as an assembly from the Ball
Bearing (piece #24).
7.3.4 LY 2001/3001 Reassembly
c WARNING: HAZARDOUS VOLTAGE. Turn off all power before assembling the LY actuator.
Piece numbers refer to Figures 6.8, 6.9, 6.10, and 6.11.
Install Input Worm Gear
1. Install Input Worm Gear (piece #18).
2. Install External Retaining Drive Ring (piece #113) on Input Worm Gear.
Install Declutch Assembly
3. Install Declutch Return Spring (piece #47), making sure one end of Spring is secured in the Spring
Seat Hole of the actuator housing and the other end is secured around the Roll Pin (piece #122) on
the Declutch Fork Assembly.
Figure 7.2 – LY 2001/3001 Declutch Return Spring Installation Position
5. Install O-Ring (piece #138) over Declutch Shaft (piece #44).
6. Install Declutch Lever (piece #45) and Roll Pin (piece #121).
Install Drive Sleeve
7. Install Drive Sleeve (piece #10).
8. Install Bearing (piece #33) and O-Ring (piece #129) on the Drive Sleeve.
9. Install the Mechanical Stop Screws (piece #58), Locking Nut (piece #59), Thread-Seal (piece #60),
and Retaining Washer (piece #184).
10. Install the Roll Pins (piece #174) located in the end of the Mechanical Stop Screws (piece #58).
Install Worm Shaft Assembly
11. Install Worm Shaft Assembly. Push the Worm Shaft Assembly through to about ½” past the Input
Worm Gear. This allows installation of the Clutch Sleeve (piece #13).
Install Handwheel Assembly
12. Install the Clutch Sleeve (piece #13), ensuring the Declutch Fork Assembly (piece #46) is between
the Input Worm Gear (piece #18) and the Clutch Sleeve (piece #13).
13. Install Thrust Washer (piece #26), Thrust Bearing (piece #27) and second Thrust Washer (piece
#26) into the Handwheel Clutch (piece #16).
14. Put a light coat of grease on the Thrust Bearing. Install Spring (piece #17) into the Handwheel
Clutch.
15. Install Handwheel Clutch Assembly (pieces #16, 17, 26 [two pieces], and 27) into the Housing.
Push remaining Worm Shaft Assembly into the Handwheel Clutch of the Handwheel Clutch
Assembly.
16. Install O-Ring (piece #135) over the Worm Shaft Assembly Bearing.
17. Install Bearing Cap (piece #5) and Hardware (pieces #61 and 62).
c WARNING: Be aware of electrical hazards within the actuator and high-pressure hazards of the
attached valve or other actuated device when installing or performing maintenance on the LY
actuator.
SymptomPossible CauseCorrective Action
Unit will not operate electicallyNo power to unita. Verify power supply is
electrically correct and present
at actuator.
b. Verify power leads are
connected in accordance with
the applicable wiring diagram.
c. Inspect for blown fuse, tripped
circuit breaker or overload or
open disconnect switch.
Loose or incorrect wiringCheck wiring for proper wiring
connection in accordance with the
applicable wiring diagram. Check
also for tight connections.
Motor runs, but no output from
unit
Motor runs, but no output from
unit
Limit Switches not set or
incorrectly set
Foreign material on switch
contacts preventing good
electrical contact
Actuator not coupled properly to
output
Worm gear worn outRemove Worm Shaft Assembly
Torque Nut disengaged from Drive
Sleeve
Damaged gearingDisassemble actuator in
Check Limit Switch development
incorrectly set for agreement with
the applicable wiring diagram.
If not set properly, follow
instructions in Section 5.7, Limit
Switch and Mechanical Stop
Settings.
Check continuity of microswitch
with an ohmmeter.
Inspect Torque Nut and Valve
Shaft to verify key is in place and
properly staked.
in accordance with Section 7.3.1,
Disassemble Unit LY 1001 or
Section 7.3.3, Disassemble Unit
LY 2001/3001 as applicable.
Inspect worm gear for unusual
wear. If excessive wear has
occurred, replace the Worm Shaft
Assembly.
Verify Torque Nut properly
installed in accordance with
Section 5.4, Installation
(continued) Overview Step No. 1.
accordance with Section 7.3.1,
Disassemble Unit LY 1001 or
Section 7.3.3, Disassemble Unit
LY 2001/3001 as applicable.
Inspect gearing for rough or
damaged spots. Replace as
required. Most often, damaged
spots are seen in motor gear set.
Valve needs lubricationCheck valve lubrication using
Torque Switch fails to stop
actuator
Reversing Starter failureStarter undersizedVerify starter is sized correctly
Excessive current drawValve running loads higher that
Output rotation not in agreement
with unit wiring
Inadequate voltage going to unitCheck incoming voltage supply.
Excessive cycling (too frequent
operation)
expected
Inspect quality and quantity of
lubrication in accordance with
Section 7.1, Lubrication.
pattern and replace gearing as
needed. Most wear is seen in the
motor gear set.
worn bearings, seals, and
lubricant.
to ensure Control Cover is not
pinching or making contact with
wiring when installed.
surges.
as Switch trip required, up to but
not exceeding maximum setting
established by the Torque Switch
Limiter Plate.
excessive tightness. Repair valve
by replacing packing as required.
Refer to your valve manufacturer
for specific instructions.
Take bolts off between the unit and
the valve. Check for proper unit
alignment.
grease fitting on bottom of valve.
Consult Flowserve to verify
design rotation. If actual rotation
is opposite to design rotation,
the Torque Switch needs to have
contact wiring reversed.
for application. Consult factory to
evaluate.
Review application to determine
number of starts per hour and
review with factory if more than
100 per hour.
Inspect valve for possible
causes of high running load. In
particular, check for excessive
tightness of valve packing and
for proper lubrication of valve.
Consult Flowserve for review of
application.
Motor overload trippingExcessive current drawInspect valve for possible
causes of high running load. In
particular, check for excessive
tightness of valve packing and
for proper lubrication of valve.
Consult Flowserve for review of
application.
Excessive gear wearExcessive loadsVerify actual loads are in
accordance with both start and
run capabilities of your actuator.
Inadequate lubricationInspect quality and quantity of
lubrication in accordance with
Section 7.1, Lubrication.
Improper alignmentInspect worn gears for evidence of
uneven wear pattern.
Excessive torque required to turn
handwheel
Valve running loads higher than
expected
Unit is not properly aligned with
valve
Inspect valve for possible cause of
high running loads. In particular,
check for excessive tightness of
valve packing, proper lubrication
of valve stem, bent or damaged
valve, tight Stem/Torque Nut fit,
worm, or damaged Stem Nut.
Take bolts off between the unit and
the valve and check for proper unit
alignment.
Oil leaking from unitInfrequent operation of actuator
resulting in grease separation
Damaged or worn sealsReplace seals.
Valve is closed, but flow is not
cut off
c CAUTION: Most quarter-turn valves are position-seated, not
torque-seated. Applying additional torque to the hand-wheel
and/or repeated electrical bumping at the full closed position
may damage the valve and/or the actuator.
Valve mechanical stops not set
correctly
Institute periodic operation of
unit into a maintenance program
to keep grease mixed. If not
possible, schedule more frequent
lubrication to ensure adequate
lubrication of gearbox.
a. Do not set Torque Switch flow
is not cut off not set correctly
higher than maximum setting
defined by Torque Limiter Plate.
Inspect valve seat and repair as
required.
Flowserve Limitorque
Euro House
Abex Road
Newbury
Berkshire, RG14 5EY
United Kingdom
Phone: 44-1-635-46999
Facsimile: 44-1-635-36034
Japan
Limitorque – Nippon Gear Co., Ltd.
NOF Bldg. 9th Floor
1-11-11, K i t a - S aiwai, N ishi-K u
Yokohama (220-0004)
Japan
Phone: 81-45-326-2065
Facsimile: 81-45-320-5962
Flowserve Corporation has established industry leadership in the design and manufacture of its products. When properly selected, this Flowserve product is designed to perform its intended
function safely during its useful life. However, the purchaser or user of Flowserve products should be aware that Flowserve products might be used in numerous applications under a
wide variety of industrial service conditions. Although Flowserve can (and often does) provide general guidelines, it cannot provide specific data and warnings for all possible applications.
The purchaser/user must therefore assume the ultimate responsibility for the proper sizing and selection, installation, operation, and maintenance of Flowserve products. The purchaser/
user should read and understand the Installation Operation Maintenance (IOM) instructions included with the product, and train its employees and contractors in the safe use of Flowserve
products in connection with the specific application.
While the information and specifications contained in this literature are believed to be accurate, they are supplied for informative purposes only and should not be considered certified or as
a guarantee of satisfactory results by reliance thereon. Nothing contained herein is to be construed as a warranty or guarantee, express or implied, regarding any matter with respect to this
product. Because Flowserve is continually improving and upgrading its product design, the specifications, dimensions and information contained herein are subject to change without notice.
Should any question arise concerning these provisions, the purchaser/user should contact Flowserve Corporation at any one of its worldwide operations or offices.