Flowserve SMB User Manual

USER INSTRUCTIONS

Limitorque

FCD LMENIM1401-04-AQ – 1/15

SMB Series/SB Series

Installation

Operation

Maintenance

Experience In Motion

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Contents

1 Introduction 6 2 Product Capabilities and Features 7 3 Actuator Weights 10 4 Installation Instructions 11

4.1 Safety Precautions 11

4.2 Safety Practices 12

4.3 Actuator Preparation 12

4.3.1 Mounting Base 13

4.3.2 Stem Acceptance 13

4.3.3 Terminal Connections 14

4.4 Setting The Limit Switch 14

4.4.1 Two-Train Geared Limit Switch 15

4.4.2 Four-Train Geared Limit Switch 18

4.5 Setting Torque Switch 20

4.5.1 SMB-000 “Cam Style” Double Torque Switch 20

4.5.2 SMB-000 and SMB-00 “C Style” Double Torque Switch 23

4.5.3 SMB-0 through SMB-5 Double Torque Switch 25

4.6 Position Indication 27

4.6.1 Local Position Indicator 27

4.6.2 Remote Position Indicator (50 ohm or 1000 ohm Potentiometer) 27

4.6.3 Remote Position Indicator (Resistance-to-Current Signal Converter) 28

4.7 Additional Electrical Components 30

4.7.1 Reversing Starter 30

4.7.2 Overload Relays 30

4.7.3 Control Station 31

5 Operation 32

5.1 Motor Operation 32

5.2 Manual Operation 33

5.2.1 SMB-000 and SMB-00 33

5.2.2 SMB-0 through SMB-4 34

5.2.3 SMB-5 through SMB-5T 34

6 Maintenance 35

6.1 Routine Maintenance 35

6.2 Major Maintenance 36

6.3 Lubrication 36

6.3.1 Lubrication Inspection 36

6.3.2 Standard Lubricant 37

6.3.3 Minimum Lubricant Qualities Required 38

7 SMB Disassembly and Reassembly 39

7.1 SMB-000 39

7.1.1 To Replace the Stem Nut Only 39

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

7.1.2 SMB-000 Disassembly 40

7.1.3 SMB-000 Reassembly 41

7.1.4 Gasket Instructions 41

7.2 SMB-00 46

7.2.1 To Replace the Stem Nut Only 46

7.2.2 SMB-00 Disassembly 47

7.2.3 SMB-00 Reassembly 48

7.2.4 Gasket Instructions 49

7.3 SMB-0, 1, 2, 3 and 4 57

7.3.1 To Replace the Stem Nut Only 57

7.3.2 SMB-0, 1, 2, 3 and 4 Disassembly 58

7.3.3 Worm and Torque Spring Disassembly 59

7.3.4 SMB-0, 1, 2, 3 and 4 Reassembly 60

7.3.5 Gasket Instructions 60

7.4 SMB-5 (Thrust and Torque) and SMB-5T (Torque Only) 67

7.4.1 SMB-5 and SMB-5T Disassembly 67

7.4.2 SMB-5 and SMB-5T Reassembly 70

8 SB Disassembly and Reassembly 80

8.1 SB-00 80

8.1.1 SB-00 Disassembly/Stem Nut Removal 80

8.1.2 SB-00 Reassembly/Stem Nut Installation 81

8.2 SB-0 84

8.2.1 SB-0 Disassembly/Stem Nut Removal 84

8.2.2 SB-0 Reassembly/Stem Nut Installation 85

8.3 SB-1 88

8.3.1 SB-1 Disassembly/Stem Nut Removal 88

8.3.2 SB-1 Reassembly/Stem Nut Installation 88

8.4 SB-2 91

8.4.1 SB-2 Disassembly/Stem Nut Removal 91

8.4.2 SB-2 Reassembly/Stem Nut Installation 92

8.5 SB-3 95

8.5.1 SB-3 Disassembly/Stem Nut Removal 95

8.5.2 SB-3 Reassembly/Stem Nut Installation 96

8.6 SB-4 99

8.6.1 SB-4 Disassembly/Stem Nut Removal 99

8.6.2 SB-4 Reassembly/Stem Nut Installation 99 9 Troubleshooting 103 10 How to Order Parts 104 11 EC Declaration of Conformity 105

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Figures

Figure 2.1 – Typical SMB (0 through 4) 8 Figure 4.1 – Wiring Connections 14 Figure 4.2 – Two-Train Geared Limit Switch – Rotor-Type 16 Figure 4.3 – Four-Train Geared Limit Switch – Rotor Type 18 Figure 4.4 – SMB-000 “Cam Style” Double Torque Switch 21 Figure 4.5 – SMB-000 and SMB-00 “C Style” Double Torque Switch 23 Figure 4.6 – SMB-0 through SMB-5 Double Torque Switch 25 Figure 4.7 – Typical Connection for a 50-ohm Potentiometer 29 Figure 4.8 – Typical Connection for a 1000-ohm Potentiometer 29 Figure 4.9 – Typical Connection for R/I Signal Converter (Older Version) 29 Figure 4.10 – Typical Connection for PT20SD R/I Converter 30 Figure 4.11 – Typical Wiring Diagram – Built-in Reversing Starter and Control Station for a

Three-Phase Power Supply 31 Figure 7.1 – SMB-000 Parts Diagram – Side View 42 Figure 7.2 – SMB-000 Parts Diagram – Top View 43 Figure 7.3 – SMB-000 Exploded View 44 Figure 7.4 – SMB-00 Parts Diagram – Motor End View 50 Figure 7.5 – SMB-00 Parts Diagram – Top View 51 Figure 7.6 – SMB-00 Parts Diagram – Side View 52 Figure 7.7 – SMB-00 Parts Diagram – Side Mounted Handwheel Detail 53 Figure 7.8 – SMB-00 Exploded View 54 Figure 7.9 – SMB-0 through SMB-4 Parts Diagram – Top View 61 Figure 7.10 – SMB-0 through SMB-4 Parts Diagram – Worm Shaft Side View 62 Figure 7.11 – SMB-0 through SMB-4 Parts Diagram – Drive Sleeve Side View 63 Figure 7.12 – SMB-0 through SMB-4 Exploded View 64 Figure 7.13 – SMB-5 and 5T Parts Diagram 73 Figure 7.14 – SMB-5 and 5T Parts Diagram– Top View 74 Figure 7.15 – SMB-5 and 5T Parts Diagram – Declutch Housing Detail 75 Figure 7.16 – SMB-5 and 5T Exploded View 76 Figure 8.1 – SB-00 Parts Diagram 82 Figure 8.2 – SB-0 Parts Diagram 86 Figure 8.3 – SB-1 Parts Diagram 89 Figure 8.4 – SB-2 Parts Diagram 93 Figure 8.5 – SB-3 Parts Diagram 97 Figure 8.6 – SB-4 Parts Diagram 101

Tables

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Table 3.1 – Actuator Weights Table 4.1 – Mounting Base Dimensions 13 Table 4.2 – Maximum Stem Acceptance 13 Table 4.3– Terminal Connections 14 Table 4.4 – Two-Train Geared Limit Switch Parts List 17 Table 4.5 – Four-Train Geared Limit Switch Parts List 19 Table 4.6 – SMB-000 “Cam Style” Double Torque Switch Parts List 22 Table 4.7 – SMB-000 and SMB-00 “C Style” Torque Switch Parts list 24 Table 4.8 – SMB-0 through SMB-5 Double Torque Switch Parts List 26 Table 6.1 – Approximate Volume and Weights of Lubricants 37 Table 7.1 – SMB-000 Parts List 45-46 Table 7.2 – SMB-00 Parts List 55-57 Table 7.3 – SMB-0 through SMB-4 Parts List 65-67 Table 7.4 – SMB-5 and 5T Parts List 77-79 Table 8.1 – SB-00 Parts List 83-84 Table 8.2 – SB-0 Parts List 87 Table 8.3 – SB-1 Parts List 90 Table 8.4 – SB-2 Parts List 94 Table 8.5 – SB-3 Parts List 98 Table 8.6 – SB-4 Parts List 102 Table 10.1 – Space Heater Size per Voltage Rating 104

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Introduction

1.1 Purpose

This Installation and Maintenance Manual explains how to install and maintain SMB and SB actuators. Information on installation, operation, disassembly, lubrication, and spare 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, void of the warranty, 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 actuator installation and operation.

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Product Capabilities and Features

SMB and SB Series actuators easily operate all types of valves: gate, globe, plug, ball, and butterﬂy valves, and specialized valves and mechanisms.

The actuators meet rigid safety requirements. The housing is durable cast-iron or ductile iron, acceptable for use in the nuclear power industry as well as other industries.

The actuators are available with optional integral controls and other features.

The actuators have a removable stem nut that allows transferring of the actuator from one valve to another without major disassembly.

2.1 Initial Inspection and Storage Instructions

c WARNING: Read this Installation and Maintenance Manual carefully and completely before

attempting to install, operate, disassemble, or troubleshoot the actuator. Be aware of the electrical hazards.

2.2 Product Identiﬁcation

The actuator unit nameplate is located on the back of the unit opposite the limit switch compartment. The nameplate contains the following information:

• Point of Manufacture

• Unit Size

• Order Number

• Serial Number

• Customer Tagging

• CE Stamp

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

The motor nameplate is located on the motor. The nameplate contains the following information:

• ID Number

• Run Torque

• RPM

• Full Load Amps

• Insulation Class

• Horsepower

• Service Factor

• Hertz

• Ambient Temperature

• Start Torque

• Enclosure Type

• Volts

• Locked Rotor Amps

• Duty

• Phase

• Motor Code

• Connection Diagram

Figure 2.1 – Typical SMB (0 through 4)

Housing

Motor

Handwheel

Declutch lever

Switch compartment

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

2.3 Inspection and Recording

Upon receipt of the actuator:

1. Carefully remove the actuator from the 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. A nameplate is attached to each actuator. Record this information for future reference, i.e. ordering parts or obtaining further information.

2.4 Storage Procedure

NOTE: The following is our recommended storage procedure to retain maximum product integrity during storage. Failure to comply with recommended procedures will void the warranty. For longerterm storage, contact Limitorque for procedures and recommendations.

Storage (less than 1 year)

Actuators are not weatherproof until properly installed on the valve or prepared for storage.

Store actuators in a clean, dry, protected warehouse, away from excessive vibration and rapid temperature changes. If the actuators must be stored outside, they must be stored off the ground, high enough to prevent them from being immersed in water or buried by snow.

1. Position the actuator in storage with motor and switch compartment horizontal.

2. Connect the internal heaters (if supplied) or place desiccant in the switch compartment.

3. Replace all plastic caps or plugs with metal pipe plugs and ensure that all cover bolts are tight.

4. If the actuator is mounted on a valve and the stem protrudes from the actuator, a suitable stem cover must be provided.

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Actuator Weights

The approximate weights of the SMB actuators and SB and SBD options are provided below:

Table 3.1 – Actuator Weights

Actuator

SMB-000 135 62 N/A N/A N/A N/A

SMB-00 200 90 65 30 100 46

SMB-0 350 159 180 83 210 97

SMB-1 460 209 200 92 325 150

SMB-2 580 263 220 101 345 159

SMB-3 1200 553 500 230 825 380

SMB-4 2020 916 795 366 1285 591

SMB-5&5T 3375 1531 N/A N/A N/A N/A

SMB-5XT 5875 2665 N/A N/A N/A N/A

Note 1: With the largest motor, no integral controls, and standard compartment cover.

Weight

lb. kg lb. kg lb. kg

Adder for SB Adder for SBD

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Installation Instructions

4.1 Safety Precautions

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 attempt to remove the spring cartridge cap, housing cover, or stem nut

locknut from the actuator while the valve or actuated device is under load.

c WARNING: Do not manually operate the actuator with devices other than the installed handwheel

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.

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

a CAUTION: Do not use oversized motor overload heaters. Instead, look for the cause of the

overload.

a CAUTION: Do not operate the valve under motor operation without ﬁrst setting or checking the

limit switch setting and motor direction.

a CAUTION: Do not force the declutch lever into the motor operation position. The lever returns to

this position automatically when the motor is energized.

a CAUTION: Do not depress the declutch lever during motor operation to stop valve travel.

a CAUTION: Do not use replacement parts that are not genuine Flowserve Limitorque parts, as

serious personal injury and/or damage to the actuator and valve may result.

a CAUTION: Do not lift actuator/gearbox or actuator/valve combinations with only the eye bolts in

the SMB actuator. These eye bolts are designed for lifting the SMB actuator only.

a CAUTION: Do not lift the actuator by the handwheel

4.2 Safety Practices

The following check points should be performed to maintain safe operation of the SMB or SB actuator:

• Eye bolts in SMB and SB actuators are designed for lifting only the actuator and not associated gearboxes or valves.

• Mount the actuator with the motor in a horizontal plane, if possible.

• Keep the switch compartment clean and dry.

• Keep the valve stem clean and lubricated.

• Set up a periodic operating schedule for infrequently used valves.

• Verify all actuator wiring is in accordance with the applicable wiring diagram.

• Carefully check for correct motor rotation direction. If the valve closes when open button is pushed, the motor leads may have to be reversed.

• Verify the stem nut is secured tightly by the locknut and that the top thread of the locknut is crimped or staked in two places.

• Use a protective stem cover. Check valve stem travel and clearance before mounting covers on rising stem valves.

4.3 Actuator Preparation

Replace all molded plastic conduit and top protectors (installed for shipping purposes only) with metal pipe plugs when installation wiring is complete.

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

4.3.1 Mounting Base

Table 4.1 – Mounting Base Dimensions

Mounting Holes Tap Dimensions

Actuator Quantity Standard Optional

SMB-000 4

SMB-00 4

SMB-0 4 ¾-10 UNC x 1.00" deep M20-2.5 x 26 mm deep

SMB-1 8

SMB-2 8 ¾-10 UNC x 1.13" deep M20-2.5 x 29 mm deep

SMB-3 8

SMB-4 8 1¼-7 UNC x 2.00" deep M36-4 x 64 mm deep

SMB-5 12 1½-6 UNC x 3.00" deep N/A

SMB-5T 16 1-8 UNC x 2.00" deep N/A

SMB-5XT 16 Consult Factory N/A

⁄16-18 UNC x .63" deep N/A

⁄8-11 UNC x 1.13" deep M16-2 x 29 mm deep

⁄8-11 UNC x 1.00" deep M16-2 x 26 mm deep

⁄8-9 UNC x 1.75" deep M30-3.5 x 45 mm deep

4.3.2 Stem Acceptance

Table 4.2 – Maximum Stem Acceptance

Two-piece nut design (drive sleeve & stem nut) Max threaded Max bore & keyway

Actuator inch mm inch mm

SMB-000 1.375 35 1.125 w/ ¼ x

SMB-00 1.75 44 1.500 w/

SMB-0 2.375 60 1.875 w/ ½ x

SMB-1 2.875 73 2.438 w/

SMB-2 3.5 89 2.875 w/ ¾ x ¼ 73.0 w/ 20x6

SMB-3 5 127 4.250 w/ 1.0 x

SMB-4 5 127 4.500 w/ 1.0 x ½ 114.0 w/ 32x9

SMB-5 6.25 159 5.250 w/ 1¼ x

SMB-5T N/A N/A 6.000 w/1 ½ x ½ 152.0 w/ 40x11

SMB-5XT N/A N/A 10.000 w/ 1¼ x

SB-00 1.25 32

SB-0 2.375 60

SB-1 2.625 66

SB-2 3.50 89

SB-3 4.00 102

SB-4 5.00 127

⁄32 26.0 w/ 8x3.5

⁄8 x 1⁄8 37.0 w/ 10x4

⁄16 48.0 w/ 14x4.5

⁄8 x 7⁄32 62.0 w/ 18x5.5

⁄8 108.0 w/ 28x8

⁄16 133.0 w/ 36x10

/8 N/A

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

4.3.3 Terminal Connections

Wiring connections to the SMB geared limit switch, torque switch, and Marathon terminal strips are to be made using ring-tongue terminals* as shown below:

Figure 4.1 – Wiring Connections

Table 4.3– Terminal Connections

AWG Screw Hole Insulation

22-16 #10 Vinyl 18RA-10 .97 .31 .27

18-14 #10 Vinyl 14RB-10 .97 .31 .27

12-10 #10 Vinyl 14RC-10 1.06 .31 .27

Note: Limit switch and torque switch contacts are rated 300 volts per NEMA ICS-2

Thomas &

Betts P/N

A B C

Terminals are to be crimped using Thomas & Betts crimping tool WT112M or ERG4001.

Manufacturer: *Thomas and Betts or equal

4.4 Setting The Limit Switch

c WARNING: Disconnect all incoming power before opening or replacing the limit switch compart-

ment cover.

a CAUTION: When wiring control circuits, distinguish between “normally open” and “normally

closed” terminals on the geared limit switch.

a CAUTION: Do NOT attempt to repair the limit switch gear box. Replace entire limit switch gear

box.

a CAUTION: Do NOT use abrasive cloth to clean the silver contacts on the limit switch. Contacts

should be burnished using appropriate burnishing tool.

a CAUTION: Before motor operation, reset the geared limit switch if the actuator has been

dismantled or removed from the valve.

NOTE: Clean the limit switch cover thoroughly and apply a thin coat of grease on machined ﬂange surfaces before mounting on an explosion proof actuator.

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

4.4.1 Two-Train Geared Limit Switch

The rotor-type, two-train geared limit switch employs two rotors. Each rotors contains four contacts. When the rotor is properly set to trip at the desired position, two of these contacts open electric circuits and two of the contacts close electric circuits. One rotor is normally set to trip at the full open position of the valve, and the other rotor is normally set to trip at the full close position of the valve.

Each rotor may be adjusted independently of the other:

• First rotor—one circuit is used to open the “open” holding coil circuit of the motor controller, one circuit is used to control the “open” indicating light.

• Second rotor—one circuit is used to open the “close” holding coil circuit of the motor controller, one circuit is used to control the “closed” indicating light.

For the geared limit switches to trip at any desired position, follow the setting procedure below.

Piece numbers refer to Figure 4.2 and Table 4.4.

1. Verify all power is OFF.

2. Using the handwheel, manually open the valve to the full open position. See Section 5.2 Manual

Operation. Note the direction of rotation of the Intermittent Gear Shaft (piece #42), located over the Rotor (piece #49) to be set.

3. Using a screwdriver, turn the Set Rod (piece #48) clockwise until it reaches a stop position.

4. If the Rotor (piece #49) you are setting has not turned 90° to open the contacts that should trip

open at this position, insert screwdriver on the Intermittent Gear Shaft (piece #42). Turn in the direction noted in Step No. 4 until the Rotor (piece #49) turns and opens the contacts to be set.

5. If the Rotor (piece #49) has turned so that the contacts are already open, turn the Intermittent

Gear Shaft (piece #42) in the opposite direction as previously noted in Step No. 4 until the contacts close. Turn the Intermittent Gear Shaft (piece #42) slightly in the direction noted in Step No. 4 until the contacts open. The Rotor (piece #49) is set at the correct position for contact opening.

Note: In the contact “Close” position, ensure a gap exists between the contact ﬁnger and the L-bracket as seen in ﬁgure 4.2

6. Back off the Set Rod (piece #48) until it stops. Place the screwdriver on the Intermittent Gear

Shaft (piece #42) to ensure that the shaft is tight and will not rotate. Do not force.

7. Close the valve completely. Repeat Step No. 1 through 6 to set the tripping position for the other

Rotor (piece #49).

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

64 66 67

42 49

50 41 51 47 43 46 44 52 1

Figure 4.2 – Two-Train Geared Limit Switch – Rotor-Type

Contact Finger

GAP

5 10 3

L-Bracket

68 69 71

11 6 8 7 55 4 58 45 48 53

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Table 4.4 – Two-Train Geared Limit Switch Parts List

Piece Description

1 Cartridge

2 Drive Sleeve and Shaft

3 Drive Pinion

4 Drive Pinion (Secondary)

5 Declutch Spring

6 Bushing

7 O-Ring

8 Pin

9 Groove Pin

10 Washer

11 Oil Seal

41 Gear Frame

42 Intermittent Gear Shaft

43 Intermittent Pinion Shaft

44 Geared Limit Frame Cover

45 Intermittent Gear

46 Intermittent Pinion

47 Stem Spur Pinion

48 Set Rod

49 Rotor

50 Groove Pin

51 Cover Gasket

52 Long Fillet Head Machine Screw

53 O-Ring

54 Setting Rod Bushing

55 Gear Frame Gasket

56 Insert (Rotor)

57 O-Ring (For Intermittent Gear Shaft piece #42) (Not shown)

58 Groove Pin

61 Finger Base

62 Right Hand Finger Assembly

63 Left Hand Finger Assembly

64 Long Hex Head Machine Screw

65 Lockwasher

66 Hex Nut

67 Washer

68 Long Fillet Head Cap Screw

69 Internal Tooth Lockwasher

71 Flat Washer

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

53 41

4.4.2 Four-Train Geared Limit Switch

The rotor-type, four-train geared limit switch employs four rotary drum switches. Each rotary drum switch contains four contacts. When the rotor is properly set to trip at the desired position, two of these contacts open electric circuits and two of the contacts close electric circuits. One rotor is set to trip at the full open position of the valve, and one rotor is set to trip at the full close position of the valve. The other two rotors are set at some intermediate position depending on the application.

For the geared limit switches to trip at any desired position, follow the steps in Section 4.4.1, Two-Train Geared Limit Switch, with the exception that the piece numbers refer to Figure 4.3 and Table 4.5.

NOTE: The upper Set Rod (piece #48) allows adjustment of the two adjacent upper rotors, and the lower Set Rod (piece #48) allows adjustment of the two adjacent lower rotors.

Figure 4.3 – Four-Train Geared Limit Switch – Rotor Type

22 23

5552445845

57 47 50 49

68 69 71

01-472-0007-3

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Table 4.5 – Four-Train Geared Limit Switch Parts List

Piece Description

21 Cartridge

22 Oilite Bushing

23 Drive Shaft

24 Drive Pinion (Internal)

25 Helical Pinion

26 Groove Pin

27 Drive Sleeve and Gear

28 Declutch Spring

29 Drive Pinion Spur

30 Pin

31 Cartridge Gasket

32 Cartridge Mounting Plate

33 Long Socket Head Cap Screw and Lockwasher

34 O-Ring

35 O-Ring

36 Fillet Head Cap Screw and Lockwasher

41 Gear Frame

42 Intermittent Gear Shaft

43 Intermittent Pinion Shaft

44 Geared Limit Frame Cover

45 Intermittent Gear

46 Intermittent Pinion

47 Stem Spur Pinion

48 Set Rod

49 Rotor

50 Groove Pin

51 Cover Gasket

52 Long Fillet Head Machine Screw

53 O-Ring

54 Setting Rod Bushing

55 Gear Frame Gasket

56 Insert (Rotor)

57 O-Ring

58 Groove Pin

61 Finger Base

62 Right Hand Finger Assembly

63 Left Hand Finger Assembly

64 Long Hex Head Cap Screw

65 Lockwasher

66 Hex Nut

67 Washer

68 Long Fillet Head Cap Screw

69 Internal Tooth Lockwasher

71 Flat Washer

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

4.5 Setting Torque Switch

The torque switch is designed to protect the actuator in open and close directions.

c WARNING: Disconnect all incoming power before working on the torque switch.

c WARNING: Do not attempt to remove either the spring cartridge cap or the housing cover from

the actuator while the valve is torque-seated.

a CAUTION: Do not use abrasive cloth to clean the contacts on the torque switch.

a CAUTION: A maximum stop setting plate is furnished on all actuators. Do not exceed this

maximum setting without consulting Limitorque.

NOTE: See Section 4.3.3 for wiring connection requirements.

4.5.1 SMB-000 “Cam Style” Double Torque Switch

NOTE: Torque settings must be made with the switch mounted in the actuator.

Piece numbers correspond to Figure 4.4 and Table 4.6.

To set the torque switch:

1. Verify all electric power is OFF.

2. Loosen Pan Head Screws (piece #30).

3. For open or close operation, set Striker (piece #25) to the required torque setting. Match the edge of the Striker with the desired number. The higher the number, the higher the torque output of the actuator.

4. Tighten Pan Head Screws (piece #30).

5. For torque seated valves, operate the valve electrically to seat the valve. Ensure tight shut-off by tripping the torque switch contacts.

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

91211105 6481437

Figure 4.4 – SMB-000 “Cam Style” Double Torque Switch

38 39

23 21 321937 36

30 32 312522

27 24 25 26 25 23 22

17 11618333435

21 43 20

SECTION A-A

VIEW B-B

01-474-0056-4

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Table 4.6 – SMB-000 “Cam Style” Double Torque Switch Parts List

Piece Description

1 Terminal Block

2 Contact Block

3 Contact Screw

4 Finger Holder

5 Finger

6 Shunt

7 Shunt Washer

8 Rivet

9 Finger Spring Stud

10 Compression Spring

11 Spring Cup Washer

12 Cotter Pin

13 Hex Head Machine Screw

14 Ring Tongue Connector

15 Shakeproof Lockwasher, Internal Teeth

16 Torque Switch Mounting Bracket

17 O-Ring

18 O-Ring

19 Socket Head Cap Screw

20 Cam

21 Torsion Spring

22 Spring Mandrel

23 Dial

24 Shaft

25 Striker

26 Torque Limiting Plate

27 Striker Hub

28 Roll Pin

29 Swage Nut

30 Pan Head Screw

31 Shakeproof Lockwasher, External Teeth

32 Flatwasher

33 Arm

34 Roller

35 Roller Pin

36 Groove Pin

37 Arc Barrier

38 Pan Head Screw

39 Lockwasher, External Tooth

42 Spring Pin

43 Cam Insert

44 Bushing (For piece #16)

45 Washer

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

4.5.2 SMB-000 and SMB-00 “C Style” Double Torque Switch

NOTE: Torque settings must be made with the switch mounted in the actuator.

NOTE: See Section 4.3.3 for wiring connection requirements.

Piece numbers correspond to Figure 4.5 and Table 4.7.

To set the torque switch:

1. Verify all electric power is OFF.

2. For the open or close direction torque switch, loosen Machine Screw (piece #35) and set Pointer (piece #7) at the desired torque setting. The higher the number, the higher the torque output of the actuator.

3. Tighten Machine Screw (piece #35).

4. For torque seated valves, operate the valve electrically to seat the valve. Ensure tight shut-off by tripping the torque switch contacts.

Figure 4.5 – SMB-000 and SMB-00 “C Style” Double Torque Switch

30 34

39 27

29 16

42 47

39/52

27/50

01-473-0056-3

2122101528

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Table 4.7 – SMB-000 and SMB-00 “C Style” Double Torque Switch Parts List

Piece Description

1 Terminal Block

2 Contact Block

3 Hex Nut - Remove and discard

4 Contact Arm

5 Dial

6 Actuating Link

7 Pointer

8 Tripper Arm

9 Shaft

10 Contact Support

11 Torque Limiter Plate

12 Bushing (SMB-00 only)

13 Roller

14 Roller Pin

15 Contact Finger

16 Terminal Stud

17 Compression Spring

18 Torsion Spring

20 Bearing

21 O-Ring

22 O-Ring

23 Groove Pin

25 Thrust Washer

27 Lockwasher

28 Groove Pin

29 Hex Nut

30 Hex Nut

31 Cotter Pin

33 Pan Head Machine Screw

34 Hex Socket Set Screw

35 Round Head Machine Screw

36 Round Head Machine Screw

37 Insulating Material

39 Flatwasher

41 Round Head Machine Screw

42 Lockwasher, Internal Teeth

43 Socket Head Cap Screw

44 Lockwasher

45 Mounting Bracket

46 Dial Plate (SMB-00 only)

47 Socket Head Cap Screw

48 Lockwasher (SMB-000 only)

49 Insulator (SMB-000 only) - Not Shown

50 Lockwasher (SMB-000 only)

51 Lockwasher (SMB-000 only)

52 Lockwasher (SMB-000 only)

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

01-473-0057-3

4.5.3 SMB-0 through SMB-5 Double Torque Switch

NOTE: Torque settings must be made with the switch mounted in the actuator.

NOTE: See Section 4.3.3 for wiring connection requirements.

Piece numbers correspond to Figure 4.6 and Table 4.8.

To set the torque switch:

1. Verify all electric power is OFF.

3. Tighten Machine Screw (piece #35).

4. For torque seated valves, operate the valve electrically to seat the valve. Ensure tight shut-off by tripping the torque switch contacts.

Figure 4.6 – SMB-0 through SMB-5 Double Torque Switch

43 44

30 34

42 47

39 27

29 16

41 27

01-473-0057-3

2122101528

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Table 4.8 – SMB-0 through SMB-5 Double Torque Switch Parts List

Piece Description

1 Terminal Block

2 Contact Block

3 Hex Nut - Remove and Discard

4 Contact Arm

5 Dial

6 Actuating Link

7 Pointer

8 Pinion

9 Shaft

10 Contact Support

11 Torque Limiter Plate

12 Bushing

13 Spacer

15 Contact Finger

16 Terminal Stud

17 Compression Spring

18 Torsion Spring

20 Bearing

21 O-Ring

22 O-Ring

23 Pin

25 Thrust Washer

27 Lockwasher

28 Pin

29 Hex Nut

30 Hex Nut

31 Cotter Pin

33 Pan Head Self-Tapping Screw

34 Hex Socket Set Screw

35 Round Head Machine Screw

36 Round Head Machine Screw

37 Insulating Material

39 Flatwasher

41 Round Head Machine Screw

42 Lockwasher, Internal Teeth

43 Socket Head Cap Screw

44 Lockwasher

45 Mounting Bracket

47 Socket Head Cap Screw

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

4.6 Position Indication

4.6.1 Local Position Indicator

NOTE: The local dial position indicator displays valve position. The position indicator can only be adjusted when the actuator is mounted on the valve. See Figures 7.1-7.3 (SMB-000), 7.4-7.8 (SMB-

00), 7.9-7.12 (SMB-0 through 4), 7.13-7.16 (SMB-5).

To set the position indicator:

1. Disconnect all incoming power and open or remove the Limit Switch Compartment Cover.

2. Place the valve in the fully “close” position.

3. Loosen the round head machine screw that holds the pointer in place, move the pointer to the “C” position, and retighten the screw.

The indicator is now set.

4.6.2 Remote Position Indicator

(50 ohm or 1000 ohm Potentiometer)

The SMB or SB actuator with a potentiometer installed, transmits a 0-10 VDC output signal to a remote position indicator (meter). The potentiometer is powered by 120 VAC.

To set the potentiometer: NOTE: The pinion has been disengaged to prevent damaging the potentiometer prior to setting the

valve.

1. Set the potentiometer by turning the pinion until the desired reading is obtained.

2. Loosen the hex nut on the back of the potentiometer and slide the potentiometer in the direction of the idler pinion until the pinions are engaged.

3. Do not force the engagement of the pinions.

4. Retighten the hex nut on the back of the potentiometer.

5. Do not engage the pinion until the actuator and valve positions have been set.

To calibrate the potentiometer:

1. Position the valve at 50% of full travel.

2. Read the resistance from the wiper to either end of the potentiometer.

3. To set the potentiometer to the proper value, loosen the set screw on the potentiometer shaft pinion and rotate the potentiometer shaft to a reading of ~500 ohms for the 1000-ohm potentiometer, or ~25 ohms for the 50-ohm potentiometer.

4. Tighten the set screw.

5. Run the actuator to the fully CLOSED position.

6. Adjust the CLOSED position setting to a value at or above 0 ohms.

7. Run the actuator to the fully OPEN position.

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

8. Adjust the OPEN position setting to a value at or below 1000 ohms for the 1000-ohm potentiometer; at or below 50 ohms for the 50-ohm potentiometer.

9. Repeat steps 5 through 8 and ﬁne-tune as necessary.

4.6.3 Remote Position Indicator

(Resistance-to-Current Signal Converter)

The SMB or SB actuator with a signal converter installed transmits a 4-20 mA output signal to a remote position indicator (meter). The signal converter responds to the input of a 1000-ohm potentiometer and can be powered by 24 VDC or 120 VAC for the older version R/I converter; or 18 VDC, 24 VDC, or 120 VDC for the PT20SD style R/I converter.

To set the R/I signal converter: NOTE: The pinion has been disengaged to prevent damaging the potentiometer prior to setting the

valve.

1. Set the potentiometer by turning the pinion until the desired reading is obtained.

2. Loosen the hex nut on the back of the potentiometer and slide the potentiometer in the direction of the idler pinion until the pinions are engaged.

3. Do not force the engagement of the pinions.

4. Retighten the hex nut on the back of the potentiometer.

5. Do not engage the pinion until the actuator and valve positions have been set.

To calibrate the R/I signal converter:

1. Position the valve at 50% of full travel.

2. Read the ohms from the wiper to either end of the potentiometer.

3. To set the potentiometer to the proper value, loosen the set screw on the potentiometer shaft pinion and rotate the potentiometer shaft to a reading of 500 ohms.

4. Tighten the set screw.

5. Run the actuator to the fully CLOSED position.

6. Adjust the ZERO control to an output of 4 mA.

7. Run the actuator to the fully OPEN position.

8. Adjust the SPAN control to an output of 20 mA.

9. Repeat steps 5 through 8 to ﬁne-tune as necessary.

SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

Remote position indicator

0-10 volts full scale deﬂection

Control voltage range

110 volts to 480 volts

Potentiometer 1000 ohm 2 Watt

customer’s equipment

terminal as valve opens

Figure 4.7 – Typical Connection for a 50-ohm Potentiometer

25 Watt, 50 OHM Potentiometer type

variable resistor mounted in SMB/SB housing

Voltmeter

type

P3P2P1

RES

175 Watt, 2500 ohm Adjustable resistor

to be located adjacent to remote position indicator

Figure 4.8 – Typical Connection for a 1000-ohm Potentiometer

for voltage adjustment

in limit switch housing

(CCW)

Potentiometer slider rotates

toward counter clockwise (CCW)

Figure 4.9 – Typical Connection for R/I Signal Converter (Older Version)

4-20 mA

Output Signal

(CW)

(–)90(+)CL2CL1

1000 ohm

POT

91 90 CL2 CL1 P1 P2 P3

(–) (+)

R to I

Signal Converter

PC Board

Connection

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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15

POT

24 VDC or 18 VAC See comments under Section

4.6.3,

Figure 4.10 – Typical Connection for PT20SD R/I Converter

1000 ohm

(S)

4-20 mA

Output Signal

(+)

(–)

(+)

(–)

BLU

18V

115V

Black

Brown

Orange

Green

2 3

4 5

(CCW)

(+)m A

(–)m A

COM

Signal Converter

1 BLK

3 RED

2 BRN

CCW SC W

LK2

LK3

(CW )

4.7 Additional Electrical Components

4.7.1 Reversing Starter

The reversing starter electrically changes the operation of the electric motor from one direction of rotation to the other. The starter consists of two contactors mounted on a common base and mechanically interlocked.

Each contactor consists of the following:

• three normally open power contacts

• one normally open circuit holding contact

• one normally closed interlock

• one magnetic holding coil.

The starter can be provided two ways:

• Mounted within the actuator limit switch compartment

• Supplied in a separate enclosure

4.7.2 Overload Relays

Overload relays de-energize the holding coils of the reversing starter, which open the power contacts to de-energize the electric motor. The relays function at a predetermined current value and can reset either automatically or manually as follows:

• Reset automatically if mounted as detailed in Figure 4.11.

• Reset manually if the reversing starter is furnished separately.

The relays are sized in accordance with full load (running) motor current.

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