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
2
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
4
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.
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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
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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
3
Actuator Weights
The approximate weights of the SMB actuators and SB and SBD options are provided below:
Table 3.1 – Actuator Weights
Actuator
SMB-00013562N/AN/AN/AN/A
SMB-0020090653010046
SMB-03501591808321097
SMB-146020920092325150
SMB-2580263220101345159
SMB-31200553500230825380
SMB-420209167953661285591
SMB-5&5T 33751531N/AN/AN/AN/A
SMB-5XT58752665N/AN/AN/AN/A
Note 1: With the largest motor, no integral controls, and standard compartment cover.
1
1
Weight
lb.kglb.kglb.kg
Adder for SBAdder for SBD
10
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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.
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
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
A
C
B
Table 4.3– Terminal Connections
AWGScrew HoleInsulation
22-16#10Vinyl18RA-10.97.31.27
18-14#10Vinyl14RB-10.97.31.27
12-10#10Vinyl14RC-101.06.31.27
Note: Limit switch and torque switch contacts are rated 300 volts per NEMA ICS-2
Thomas &
Betts P/N
ABC
14
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
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
25
46
43
53 41
54
48
61
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
18
26
21
35
22 23
34
26
24
28
27
30
31
32
29
5552445845
42
57 47 5049
68
69
71
01-472-0007-3
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
PieceDescription
21Cartridge
22Oilite Bushing
23Drive Shaft
24Drive Pinion (Internal)
25Helical Pinion
26Groove Pin
27Drive Sleeve and Gear
28Declutch Spring
29Drive Pinion Spur
30Pin
31Cartridge Gasket
32Cartridge Mounting Plate
33Long Socket Head Cap Screw and Lockwasher
34O-Ring
35O-Ring
36Fillet Head Cap Screw and Lockwasher
41Gear Frame
42Intermittent Gear Shaft
43Intermittent Pinion Shaft
44Geared Limit Frame Cover
45Intermittent Gear
46Intermittent Pinion
47Stem Spur Pinion
48Set Rod
49Rotor
50Groove Pin
51Cover Gasket
52Long Fillet Head Machine Screw
53O-Ring
54Setting Rod Bushing
55Gear Frame Gasket
56Insert (Rotor)
57O-Ring
58Groove Pin
61Finger Base
62Right Hand Finger Assembly
63Left Hand Finger Assembly
64Long Hex Head Cap Screw
65Lockwasher
66Hex Nut
67Washer
68Long Fillet Head Cap Screw
69Internal Tooth Lockwasher
71Flat 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.
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
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
PieceDescription
1Terminal Block
2Contact Block
3Contact Screw
4Finger Holder
5Finger
6Shunt
7Shunt Washer
8Rivet
9Finger Spring Stud
10Compression Spring
11Spring Cup Washer
12Cotter Pin
13Hex Head Machine Screw
14Ring Tongue Connector
15Shakeproof Lockwasher, Internal Teeth
16Torque Switch Mounting Bracket
17O-Ring
18O-Ring
19Socket Head Cap Screw
20Cam
21Torsion Spring
22Spring Mandrel
23Dial
24Shaft
25Striker
26Torque Limiting Plate
27Striker Hub
28Roll Pin
29Swage Nut
30Pan Head Screw
31Shakeproof Lockwasher, External Teeth
32Flatwasher
33Arm
34Roller
35Roller Pin
36Groove Pin
37Arc Barrier
38Pan Head Screw
39Lockwasher, External Tooth
42Spring Pin
43Cam Insert
44Bushing (For piece #16)
45Washer
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
43
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.
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
PieceDescription
1Terminal Block
2Contact Block
3Hex Nut - Remove and discard
4Contact Arm
5Dial
6Actuating Link
7Pointer
8Tripper Arm
9Shaft
10Contact Support
11Torque Limiter Plate
12Bushing (SMB-00 only)
13Roller
14Roller Pin
15Contact Finger
16Terminal Stud
17Compression Spring
18Torsion Spring
20Bearing
21O-Ring
22O-Ring
23Groove Pin
25Thrust Washer
27Lockwasher
28Groove Pin
29Hex Nut
30Hex Nut
31Cotter Pin
33Pan Head Machine Screw
34Hex Socket Set Screw
35Round Head Machine Screw
36Round Head Machine Screw
37Insulating Material
39Flatwasher
41Round Head Machine Screw
42Lockwasher, Internal Teeth
43Socket Head Cap Screw
44Lockwasher
45Mounting Bracket
46Dial Plate (SMB-00 only)
47Socket Head Cap Screw
48Lockwasher (SMB-000 only)
49Insulator (SMB-000 only) - Not Shown
50Lockwasher (SMB-000 only)
51Lockwasher (SMB-000 only)
52Lockwasher (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.
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 4.6 – SMB-0 through SMB-5 Double Torque Switch
8
23
12
5
4
3
3
2
1
3
2
1
13
25
1
2
43
44
17
33
25
37
30
34
25
4
45
35
39
5
7
11
31
42
47
3
20
27
39
27
2916
36
6
41
27
18
9
01-473-0057-3
2122101528
25
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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
PieceDescription
1Terminal Block
2Contact Block
3Hex Nut - Remove and Discard
4Contact Arm
5Dial
6Actuating Link
7Pointer
8Pinion
9Shaft
10Contact Support
11Torque Limiter Plate
12Bushing
13Spacer
15Contact Finger
16Terminal Stud
17Compression Spring
18Torsion Spring
20Bearing
21O-Ring
22O-Ring
23Pin
25Thrust Washer
27Lockwasher
28Pin
29Hex Nut
30Hex Nut
31Cotter Pin
33Pan Head Self-Tapping Screw
34Hex Socket Set Screw
35Round Head Machine Screw
36Round Head Machine Screw
37Insulating Material
39Flatwasher
41Round Head Machine Screw
42Lockwasher, Internal Teeth
43Socket Head Cap Screw
44Lockwasher
45Mounting Bracket
47Socket Head Cap Screw
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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.
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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)
P1
Potentiometer slider rotates
toward counter clockwise (CCW)
Figure 4.9 – Typical Connection for R/I Signal Converter (Older Version)
4-20 mA
Output Signal
P2
P3
(CW)
To
91
(–)90(+)CL2CL1
1000 ohm
P1
POT
P2
P3
9190 CL2 CL1 P1 P2P3
(–) (+)
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
BLU
18V
115V
Black
Brown
Orange
Green
1
2
3
4
5
6
(CCW)
(+)m A
(–)m A
+V
COM
Signal Converter
1 BLK
3 RED
2 BRN
CCW SC W
1
2
3
LK2
1
AC
2
DC
3
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.
30
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.
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
L1
M1
o
4.7.3 Control Station
The control station consists of
• a five-position Local-Stop-Off-Stop-Remote selector switch, padlockable in each position
• a spring return Open-Close selector switch
• green and red LED lights for position indication.
Typical wiring of the control station in conjunction with the motor control circuit is shown below in
Figure 4.11.
Figure 4.11 – Typical Wiring Diagram – Built-in Reversing Starter and Control Station for a
Three-Phase Power Supply
T1
L2
L3
o
o
C
M2
M3
OL
OL
OL
T2
Motor
T3
CL1
CL1
CL1
CL1
CL1
PB2
STOP
Black
LOCAL
Red
Green
4
8
53
C
C
18
43
17
To customer’s
equipment
45
5
55
1
Remote
indication
if required
HTR1
HTR2
C
o
White
47
57
CL2
CL2
CL2
2
OL
CL2
(H1)(H3) (H2)(H4)
CPT
(X1) (X2)
FUSE
SS
OFF
REMOTE
3
11
3
30
7
5
5
Purple
9
31
Gray
7
3
OPEN
5
5
Brown
Orange
Pink
70
60
PB1
41
Yellow
PB3
CLOSE
51
o
C
CLOSE (51)
COMMON (11)
STOP (9)
REMOTE (31)
REMOTE (30)
Blue
OPEN (41)
NOTE: Current design. Earlier control wiring varies slightly.
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Operation
c WARNING: See Section 4.1 and 4.2 on Safety Precautions and Safety Practices prior to
operation.
5.1 Motor Operation
Actuator motors are high-starting torque, totally enclosed motors. The motors are furnished in
weatherproof, explosionproof, or submersible enclosures. The motors are furnished with ball bearings and provided with grease seals. All three-phase AC motors are squirrel-cage design and all DC
motors are compound wound.
Piece numbers refer to Figure 7.9 through 7.11. However, this description is applicable to all models.
The piece numbers will differ for each model.
The electric motor has a Motor Pinion (piece #40) mounted on its shaft extension. This pinion drives
the Worm Shaft Clutch Gear (piece #41), which is engaged with the Worm Shaft Clutch (piece #50).
The Worm Shaft Clutch is splined to the Worm Shaft (piece #43). The Worm (piece #53) is splined to
the Worm Shaft (piece #43), and when it is rotated, it turns the Worm Gear (piece #16).
The Worm Gear has two lugs cast onto the top portion that engage the two lugs on the Drive Sleeve
(piece #11). These lugs are spaced so that when the Worm Gear begins to turn during motor operation there is a certain amount of lost motion before the lugs engage, causing the hammer blow effect
within the actuator.
32
As soon as the Worm Gear Lugs engage, the Drive Sleeve, splined internally with the Stem Nut (piece
#20), causes the stem nut to rotate and open or close the valve. The Stem Nut is threaded to fit the
thread of any rising stem valve. In the case of non-rising stem valves, the electric actuator may be
mounted in tandem with an additional gear drive, and the Stem Nut (piece #20) is bored and keyed to
fit the shaft.
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
The thrust developed by the actuator is absorbed by the heavy-duty Bearings (piece #75, 76, 77,
78) on the top and bottom of the main Drive Sleeve. As the actuator develops greater torque, when
seating the valve, the Worm (piece #53) slides axially along the splines of the Worm Shaft (piece #43)
and compresses the Belleville Springs (piece #56) in the torque spring pack.
The Belleville Springs are calibrated springs. For every increment of compression from a given size
unit, a certain pre-determined amount of torque is developed. The Worm mechanically actuates
the Torque Switch. When the Worm moves back a preset distance and develops the torque output
required, the Torque Switch opens and a pair of electrical contacts that are wired into the motor
control circuit interrupt the circuit and stop the motor.
The Geared Limit Switch (piece #105) is directly geared to the Worm Shaft and is in step at all times
with the movement of the actuator. The switch cannot slip because no belts or other friction devices
are used in its operation. Once the Geared Limit Switch (piece #105) is set to trip at its proper position of valve travel, it will trip at the same point every time.
The Torque Switch (piece #104) is wired into the motor control circuit to stop the actuator in the full
closed position for any rising stem operation. The Geared Limit Switch (piece #105) is wired into
the motor control circuit to stop the operator at the full open position. For most 90° turn valves and
sluice gates, the Geared Limit Switch is wired into the motor control circuit to stop the actuator at
both the full open and full close position of the valve or gate. The Torque Switch is wired in series
with the Geared Limit Switch in both directions so that in the event of a mechanical overload, the
Torque Switch will open and cause the motor to stop.
Check the applicable wiring diagram to determine the correct wiring connections made for the torque
switch and geared limit switch.
5.2 Manual Operation
In the event of a power failure, the actuator can be operated by hand using the handwheel. The
actuator has an automatic handwheel declutching arrangement. For manual operation, the declutch
lever is pulled downward. This mechanically disconnects the electric motor from the handwheel
through the clutch assembly.
5.2.1 SMB-000 and SMB-00
The operation of the SMB-000 and SMB-00 are functionally the same. Due to a difference in piece
numbers between these actuators, the following description refers to the SMB-000 (Figures 7.1 to
7.3).
For the SMB-000 and the SMB-00, the Clutch Ring (piece #33) and the Clutch Keys (piece #23) are
moved upward until the Clutch Keys engage with the lugs on the bottom of the Handwheel (piece #5).
For the side-mounted Handwheel on the SMB-00, the Clutch Keys engage the lugs on the bottom of
the Bevel Gear (piece #100).
Trippers (piece #28, 29) hold the Clutch Keys in this position. The actuator will remain in hand operation indefinitely until the electric motor is energized and the Tripper Cams (piece #27) mounted on the
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Worm Shaft (piece #21) cause the trippers to release the Clutch Ring (piece #33) and the Clutch Keys
(piece #23) from their hand position. This is an automatic feature of the actuator.
5.2.2 SMB-0 through SMB-4
Piece numbers refer to Figures 7.9 to 7.11.
The declutching action is similar to that of the smaller SMB actuators. When the Declutch Lever
(piece #10) is depressed, the Declutch Shaft (piece #24) causes the Declutch Fork (piece #12) to
push the Worm Shaft Clutch (piece #50) out of engagement with the worm shaft clutch gear (piece
#41) and into engagement with the Handwheel Clutch Pinion (piece #42). The Clutch Trippers
(piece #32) lock the worm shaft clutch in this position. When the Handwheel (piece #5) is rotated,
the Handwheel Gear (piece #7) turns the Handwheel Clutch Pinion (piece #42) and the Worm Shaft
(piece #43), placing the actuator into manual operation.
When the electric motor is energized, the Tripper Pins (piece #51), which are part of the Worm Shaft
Clutch Gear (piece #41), cause the Trippers to be released, allowing the Worm Shaft Clutch (piece
#50) to be released from hand operation and engage in motor operation.
For all actuator sizes, when the handwheel is turned, the motor does not rotate; and when the motor
is in operation, the handwheel does not rotate in manual operation.
5.2.3 SMB-5 through SMB-5T
Piece numbers refer to Figures 7.13 to 7.16.
The declutching action is similar to that of the smaller SMB-0 through 4 actuators. When the
Declutch Lever (piece #9) is depressed, the rotation of the Declutch Shaft (piece #30) causes the
Declutch Fork (piece #14) to push the Sliding Gear Clutch (piece #51) out of engagement with the
Flexible Jaw Clutch Housing (piece #50) and into engagement with the Handwheel Gear (piece #6).
The Clutch Trippers (piece # 33, 34) lock the Drive Shaft Clutch in this position. When the Handwheel
(piece #10) is rotated, the Handwheel Shaft and Pinion (piece #40) turns the Handwheel Gear (piece
#6) and the Hollow Drive Shaft (piece #55), placing the actuator into manual operation.
When the electric motor is energized, the Motor Clutch Gear Cam Pins (piece #52), which are part
of the Flexible Jaw Clutch Housing (piece #50), causes the Clutch Trippers (piece #33, 34) to be
released, allowing the Sliding Gear Clutch to be released from hand operation and engage in motor
operation.
For all actuator sizes, when the handwheel is turned, the motor does not rotate; and when the motor
is in operation, the handwheel does not rotate.
34
6
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Maintenance
6.1 Routine Maintenance
c WARNING: See Section 4.1 and 4.2 for Safety Precautions and Safety Practices before
performing maintenance.
NOTE: A routine maintenance check should be performed every 18 months as a minimum. The
frequency can increase based upon the frequency of operation and the ambient environmental
conditions.
The routine maintenance check consists of the following:
1. Remove the limit switch compartment and/or control cabinet cover. Inspect for moisture. If
moisture is present, dry the compartment and the components.
2. Inspect all electrical controls and contacts in the limit switch compartment and/or control
cabinet. Wipe clean all electrical contacts with electrical-type solvent cleaner similar to CRC
Lectra Clean and remove foreign residue.
3. Check armature brushes for proper contact and wear when DC motors are employed.
4. Verify all terminal connections are tight.
5. Clean gasketed surfaces on limit switch compartment and/or control cabinet cover. Inspect
gaskets and seals for damage. Replace all damaged gaskets or seals for weatherproof and
submersible units. Wipe a coating (approximately two mils) of lightweight bearing grease on
surfaces of explosionproof cover flanges for protection.
6. Inspect lubricant in accordance with Section 6.3.1, Lubrication Inspection. Visually check shaft
penetrations for indications of seal leakage. If abnormal leakage is found, replace the seal.
NOTE: Slight oil weepage is not a cause for seal replacement. See Section 6.2, Major Maintenance.
7. Megger test the motor—1 megaohm or higher is considered normal.
8. Clean and lubricate the valve stem for rising stem applications in accordance with the valve
manufacturer’s lubricant recommendation.
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
6.2 Major Maintenance
NOTE: Major maintenance is required when an operational deficiency is evident. The deficiency
should be thoroughly evaluated to determine the extent to which major maintenance should proceed.
Major maintenance consists of the following:
1. Perform all routine maintenance checks. See Section 6.1, Routine Maintenance.
2. Disassemble deficient portion of equipment.
3. Replace damaged or excessively worn components with new factory parts.
NOTE: Replace the Worm and Worm Gear as a set to ensure the greatest benefit from replacement.
Replace the entire limit switch gear box rather than attempt repairs in the field.
4. Replace all torn gaskets and seals.
5. Inspect stem and stem nut threads carefully for wear and/or damage.
6. Verify all electrical control components are operating before reinstallation.
6.3 Lubrication
Proper lubrication is essential to achieve the actuator design life. The actuator has been designed to
minimize maintenance and relubrication requirements. However, periodic inspection is a necessity.
The SMB and SB actuators have a totally sealed gear case, factory-lubricated with grease. The
gear case can be mounted in any position. However, those mounting positions that would result in
the actuator motor being saturated with lubricant if the seal failed should be avoided and are not
recommended.
No seal can remain absolutely tight at all times. Therefore, it is not unusual to find a small amount
of weeping around shaft seals—especially during long periods of idleness such as storage. Grease
lubrication minimizes this condition as much as possible. If a small amount is weeping at start-up,
remove it with a clean cloth. Once the equipment is operating on a regular basis, the weeping
should stop. Lubricant weeping is normal when there is infrequent operation and does not affect
the functionality of the actuator. Weeping is not covered by the standard warranty.
6.3.1 Lubrication Inspection
Inspect Limitorque SMB and SB 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.
36
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
ApplicationLubrication Recommendations
Main Gear Case
Inspect lubrication every 18 months or 500 cycles
– whichever occurs first.
Geared Limit Switch
Drive Sleeve Top Bearing
Inspect lubrication every 36 months or 1000 cycles
– whichever occurs first.
Lubricate every 6 months through housing cover
pressure fitting.
During an inspection, consider the following:
• Quantity—SMB and SB actuators are built to operate on the immersion principle.
a CAUTION: Ensure there is enough lubricant so that the Worm and the Worm Gear are totally
immersed in grease regardless of the position. Use the “fill” and “drain” plugs provided on the
actuator housing to verify this.
• Quality—Inspect lubricant for dirt, water, or foreign matter. If any of these are found, it is
recommended that the lubricant be replaced. This will require partial or complete mechanical
disassembly of the actuator. Repack the actuator with fresh lubricant, allowing room for thermal
expansion of the lubricant. See Section 10 for ordering replacement parts.
• Consistency—Ensure the lubricant is fluid, approximating a standard NLGI-0 grade consistency.
6.3.2 Standard Lubricant
• The SMB/SB actuator gear case is factory lubricated with an NLGI Grade 0 calcium sulfonate base
grease suitable for continuous ambient temperatures from -20°F (-29°C) to 150°F (66°C). Other
lubricants approved by Flowserve Limitorque may be used based on customer requirements. The
actuator nameplate states the original lubricant type supplied.
NOTE 1: For nuclear containment actuators, Exxon Nebula EP-0 and EP-1, or Crompton MOV-Long
Life, Grade 0 are the only approved lubricants for SMB/SB-000 through 5.
• Geared Limit Switch: Mobil 28.
• Motor Bearings: Motors furnished for Limitorque actuators are lubricated for life.
• Temperature rating is -20°F to 150°F (-29°C to 66°C).
NOTE 2: SMB/SB/SBD-000,00 standard lubricant was Sun Oil Co. (XC-421-39) for serial numbers up
to 295809. Sun 50EP (XC-421-39) should not be mixed with calcium base greases.
Table 6.1 – Approximate Volume and Weights of Lubricants
Actuator Size
SMB/SB-000.321.22.71.2
SMB/SB/SBD-001.03.88.53.8
SMB/SB/SBD-01.24.510.04.5
SMB/SB/SBD-11.45.312.05.4
SMB/SB/SBD-22.710.222.310.1
SMB/SB/SBD-35.520.846.020.9
SMB/SB/SBD-49.435.675.034.0
SMB-5T10.037.880.036.4
SMB-511.242.490.040.9
Approximate VolumeApproximate Weight
gallons literslb.kg
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
6.3.3 Minimum Lubricant Qualities Required
a CAUTION: Do not mix lubricants of a different chemical base. Mixing lubricant bases may cause
lubricant properties to be ineffective.
a CAUTION: Do not add a different lubricant to an actuator unless it consists of the same soap base
as the existing lubricant unless you have received lubricant manufacturer approval.
The standard lubricants used by Limitorque have been proven to be extremely reliable over the
years of service. Other lubricants may be used in place of the standard. Limitorque does require the
following lubricant qualities as a minimum.
The lubricant must:
• contain an “EP”additive.
• 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.
• comply with Slump-prefer NLGI grades 00 to 1.
• not be corrosive to steel gears, ball or roller bearings, or yellow metals (bronze, brass,
or copper alloys).
• have a dropping point above 316°F (158°C) for temperature ranges of -20°F (-29°C)
to 150°F (66°C).
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
SMB Disassembly
7
and Reassembly
NOTE: For explosion proof applications, brush-apply a thin coating of Mobil Infinitec 152 or
equivalent grease to the flanged surfaces of the gear housing and mating limit switch compartment
cover. Remove excess grease after bolting the cover in place. Mobil Infinitec 152 is a synthetic
automotive wheel bearing grease that is resistant to high temperatures and water wash-out.
7.1 SMB-000
c WARNING: See Section 4.1 and 4.2 on Safety Precautions and Safety Practices before
proceeding with disassembly.
7.1.1 To Replace the Stem Nut Only
c WARNING: Do not remove the Locknut (piece #30) with actuator under load or with the valve
under pressure.
a CAUTION: If valve must be left in service while the stem nut is replaced, the valve stem must be
locked in such a way as to prevent any movement of the valve stem.
1. Remove Locknut (piece #30). The locknut is staked in two places; locate the stakes and spot with
a drill.
2. Clean all metal particles.
3. Lift Stem Nut (piece #11) out of the top of the actuator.
If the actuator is mounted on a valve having a threaded stem and stem nut removal is required,
proceed as follows:
1. Remove the Locknut (piece #30).
2. Declutch actuator for manual operation.
3. Rotate the Handwheel (piece #5) to close the valve.
4. When the stem nut splines are free from the Drive Sleeve (piece #8), the Stem Nut may be
rotated by hand for the remainder of the length of the valve stem and replaced, if necessary.
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
To reinstall the Stem Nut onto the Keyed Shaft:
1. Lower the Stem Nut into the Drive Sleeve, aligning the splines, until the Stem Nut is seated.
2. Install the Key.
3. Install the Locknut.
4. Stake in two (2) places, 180° apart.
To reinstall the Stem Nut onto a Threaded Shaft:
1. Rotate the Stem Nut on the shaft until the Stem Nut splines engage the Drive Sleeve splines.
2. Rotate the Handwheel to open the valve until the Stem Nut is seated.
3. Install the Locknut.
4. Stake the top threads in two (2) places, 180° apart.
7.1.2 SMB-000 Disassembly
Piece numbers refer to Figures 7.1-7.2.
1. Verify power to actuator is OFF.
2. Remove or swing open the Limit Switch Compartment Cover (piece #3).
3. Disconnect the leads from the Geared Limit Switch (piece #95) and the Torque Switch (piece
#93). Verify the leads are marked for reconnecting to the terminals.
4. Remove the two screws each on the Geared Limit Switch and the Torque Switch. Remove the
Geared Limit Switch and the Torque Switch.
5. Remove the motor leads from the Motor Terminal (piece #91) inside the limit switch compartment. Remove the Motor Assembly (piece #92) and guide the motor leads through the conduit
opening.
NOTE: The Motor Pinion (piece #20) is keyed to the motor shaft and held there with a set screw to
retain the Motor Pinion in its proper position.
6. Verify actuator is in motor operation in order to unload tripper level (piece #15) assembly.
7. Remove Declutch Lever.
8. Remove Spring Cartridge Cap Cover (piece #43).
9. Remove Spring Cartridge Cap (piece #2).
10. Pull the Worm (piece #24) and Torque Spring Assembly directly out.
11. Remove Tripper Lever (piece #15) assembly.
NOTE: A hex head cap screw (piece #120) locates and secures the Tripper Lever (piece #15) on the
Declutch Shaft (piece #40) (end of shaft should be flush with tripper lever).
40
12. Remove Housing Cap (piece #6) and Handwheel Assembly (piece #5).
13. Remove Drive Sleeve Assembly completely including pieces #8, 10, 11, 17, 23, 30, 33, 34,
50, 67, and 69. Press off the lower drive sleeve Roller Bearing Cone (piece #67). Slide off all
remaining pieces.
16. Remove Worm Shaft (piece #21), Bearing (piece #70) and Worm Shaft Bearing Cap (piece #4).
17. Remove internal Retaining Ring (piece #74). Remove Worm (piece #24) from worm assembly.
18. Remove the Retaining Ring (piece #75) from declutch shaft. Pull the Declutch Shaft (piece #40)
and the Declutch Fork (piece #9) out of the actuator from the motor side of the actuator.
7.1.3 SMB-000 Reassembly
a CAUTION: Read gasket instructions 7.1.4 before replacing gaskets.
To reassemble, follow the disassembly procedure in the reverse order noting the following:
• Step 18 of Disassembly procedure—orient the Declutch Fork (piece #9) on the Declutch Shaft
(piece #40) as shown in Figures 7.1 and 7.2.
• Step 6 of Disassembly procedure - manually declutch unit and rotate Worm Shaft Gear (piece #22)
to verify proper tripper operation.
Adjust Clutch Trippers
1. Loosen lock screw (piece #113) on Tripper Adjustment Arm (piece #26).
2. Hold down Declutch Lever (piece #7). Lift Tripper Adjustment Arm up to touch Trippers (pieces
#28, 29). Tighten lock screw on Tripper Adjustment Arm.
3. Rotate Worm Shaft Gear (piece #22) to ensure actuator shifts into motor operation automatically.
4. Declutch actuator again and repeat Step 3.
7.1.4 Gasket Instructions
All gaskets except the housing cover gasket are 1⁄32" thick ASTM F104 synthetic fiber.
The housing gaskets vary in thickness. To determine the correct size, proceed as follows:
1. Clean the Housing Cap (piece #6) and main Housing (piece #1) gasket surface.
2. Install the actuator Drive Sleeve Assembly, including the Bearings.
3. Install the Housing Cap and measure the gap between the Housing Cap and the main Housing.
4. Take measurement and add 10%. Use the closest nominal gasket thickness or combination
available.
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Figure 7.1 – SMB-000 Parts Diagram – Side View
102
103
127
128
79
134
1337540
5
4
3
2
1
SMB
1
-
2
000
3
4
5
150
82 87 132 7
111
CLOSEOPEN
93
116
114
117
15
115
120
51
42
129
01-403-0034-3
01-403-0034-3
28
29
26
88
113
98
39156459
129
106
76
A
5
90
86 30
6
73
69
60
68
23
A
50
8
33
11
10
17
34
67
53
8532195
66
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
108
Figure 7.2 – SMB-000 Parts Diagram – Top View
123
92
253926465820122105
2471
250
44
62
2
41
35
77
22
27
37
31
4
70
21
81
112
118
42
43
19
78
16
63
88
49
74
59
111
CLUTCH FORK ASS'Y
A-A
110
01-403-0033-4
01-403-0033-4
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Slidewire
transmitter
Figure 7.3 – SMB-000 Exploded View
Local dial
indicator
44
Motor operation
position
Handwheel operation
position
08-403-0001-4
08-403-0001-4
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 7.1 – SMB-000 Parts List
PieceQuantityDescription
11Housing
21Spring Cartridge Cap
31Limit Switch Compartment Cover
41Worm Shaft Bearing Cap
51Handwheel
61Housing Cap
71Declutch Lever
81Drive Sleeve
91Declutch Fork
101Worm Gear
111Stem Nut
141 Spacer (Deleted in 1975. Use piece #150)
151Tripper Lever
161Locknut
171Drive Sleeve Bevel Gear
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 7.1 – SMB-000 Parts List (continued)
PieceQuantityDescription
691Roller Bearing Cone
701Ball Bearing
711Ball Bearing
731Retaining Ring
741Retaining Ring
751Retaining Ring
761Grease Fitting
771Flexloc Nut
781Flexloc Nut
791Roll Pin
811Bushing
821Bushing
851Quad Ring
861Quad Ring
871Quad Ring
883Pipe Plug
901O-Ring
911Terminal Strip
921Motor Assembly
931Torque Switch
951Geared Limit Switch
981Socket Head Set Screw
1024Hex Head Cap Screw
1034Lockwasher
1051Key
1062Socket Head Cap Screw
1081Guide Sleeve
1101Key
1111Key
1121Key
1131Socket Head Cap Screw
1144 Socket Head Cap Screw
1154Lockwasher
1164Round Head Machine Screw
1174Lockwasher
1181Socket Head Set Screw
1201Hex Head Cap Screw
1224Hex Head Cap Screw
1234Lockwasher
1274Socket Head Cap Screw
1284Lockwasher
1292Pipe Plug
1321Socket Head Set Screw
1332Socket Head Cap Screw
1342Lockwasher
1501Declutch Shaft Spacer
2501Shim
46
7.2 SMB-00
c WARNING: See Section 4.1 and 4.2 on Safety Precautions and Safety Practices before
proceeding with disassembly.
7.2.1 To Replace the Stem Nut Only
c WARNING: Do not remove the locknut (piece #30) with the actuator under load or with valve
under pressure.
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
a CAUTION: If valve must be left in service while the stem nut is replaced, the valve stem nut must
be locked in such a way as to prevent any movement of the valve stem.
1. Remove the Locknut (piece #30). The locknut is staked in two places; locate the stakes and spot
with a drill.
2. Clean all metal particles.
3. Lift the Stem Nut (piece #8) out of the top of the actuator.
If the actuator is mounted on a valve having a threaded stem, and stem nut removal is required,
proceed as follows:
1. Remove the Locknut (piece #30).
2. Declutch actuator for manual operation
3. Rotate the Handwheel (piece #89/99) to close the valve.
4. When the stem nut splines are free from the Drive Sleeve (piece #4), the Stem Nut may be
rotated by hand for the remainder of the length of the valve stem and replaced, if necessary.
To re-install the Stem Nut onto the Keyed Shaft:
1. Lower the Stem Nut into the Drive Sleeve, aligning the splines, until the Stem Nut is seated.
2. Install the Key.
3. Install the Locknut.
4. Stake in two (2) places, 180° apart.
To reinstall the Stem Nut onto a Threaded Shaft:
1. Rotate the Stem Nut on the shaft until the Stem Nut splines engage the Drive Sleeve splines.
2. Rotate the Handwheel to open the valve until the Stem Nut is seated.
3. Install the Locknut .
4. Stake the top threads in two (2) places, 180° apart.
7.2.2 SMB-00 Disassembly
Piece numbers refer to Figure 7.4 to 7.7.
1. Verify power to the actuator is OFF.
2. Remove or swing open the Limit Switch Compartment Cover (piece #2).
3. Disconnect the leads of the Geared Limit Switch (piece #85) leads and the Torque Switch (piece
#83). Verify the leads are marked for reconnecting to the terminals.
4. Remove the two screws each on the Geared Limit Switch and the Torque Switch. Remove the
Geared Limit Switch and the Torque Switch.
5. Remove the motor leads from the Motor Terminal (piece #77) inside the limit switch compartment. Remove the Motor Assembly (piece #84) and guide the motor leads through the conduit
opening.
NOTE: The Motor Pinion (piece #20) is keyed to the motor shaft and held there with a set screw to
retain the pinion in its proper position.
6. Verify actuator is in motor operation in order to unload tripper level (piece #10) assembly.
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
7. Remove Declutch Lever.
8. Remove Spring Cartridge Cap Cover (piece #25).
9. Remove Spring Cartridge Cap (piece #3).
10. Pull the Worm (piece #19) and Belleville Spring assembly (piece #46) directly out.
11. Remove Tripper Lever (piece #10) assembly.
NOTE: A hex head cap screw (piece #173) locates and secures the Tripper Lever on the Declutch
Shaft (piece #34) (end of shaft should be flush with tripper lever).
12. For the top-mounted handwheel, remove the Housing Cover (piece #88) and the Handwheel
(piece #89) assembly.
13. For the side-mounted handwheel, remove the Bevel Gear Housing (piece #96) and the entire
handwheel assembly—including the Bevel Gear Cartridge (piece #98).
14. Remove the Drive Sleeve Assembly completely, including pieces #4, 7, 8, 12, 14, 28, 29, 30, 43,
64, and 66. Press off the Lower Roller Bearing Cone (piece #66). Slide off all remaining pieces
except Geared Limit Drive Hypoid Gear (piece #12) and Roller Bearing Cone (piece #64).
15. Remove the Locknut (piece #73) and remove the Worm Shaft Gear (piece #18).
16. Remove the Tripper Cams (piece #24), Bearing Spacer (piece #31), and Cam Spacers (piece
#36).
17. Remove the Worm Shaft (piece #17), Bearing (piece #67) and Worm Shaft Bearing Cap (piece
#35).
18. Remove the internal Retaining Ring (piece #71). Remove Worm (piece #19) from worm
assembly.
19. Remove the Retaining Ring (piece #70) on declutch shaft. Pull the Declutch Shaft (piece #34)
and the Declutch Fork (piece #6) out of the actuator from the motor side of the actuator.
20. Press off the Upper Roller Bearing Cone (piece #64). Slide the Geared Limit Drive Hypoid Gear
(piece #12) off the Drive Sleeve (piece #4).
7.2.3 SMB-00 Reassembly
a CAUTION: Read gasket instructions 7.2.4 before replacing gaskets.
To reassemble, follow the disassembly procedure in the reverse order, noting the following:
• Step No. 19 of Disassembly procedure—orient the Declutch Fork (piece #6) on the Declutch Shaft
(piece #34) as shown in Figure 7.8 (exploded view).
• Step No. 6 of Disassembly procedure—manually declutch unit and rotate Worm Shaft Gear (piece
#18) to verify proper tripper operation.
48
Adjust Clutch Trippers
1. Loosen the lock screw (piece #166) on the Tripper Adjustment Arm (piece #21).
2. Hold down the Declutch Lever (piece #5).
3. Lift the Tripper Adjustment Arm up to touch the Trippers (pieces #26, 27). Tighten the lock screw
on the Tripper Adjustment Arm.
4. Rotate the Worm Shaft Gear (piece #18) to ensure actuator shifts into motor operation
automatically.
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
5. Declutch the actuator again and repeat Step 3.
7.2.4 Gasket Instructions
All gaskets except the housing cover gasket are 1⁄32" thick ASTM F104 synthetic fiber. The housing
gaskets vary in thickness. To determine the correct size, proceed as follows:
1. Clean the Housing Cover (piece #88) and the main Housing (piece #1) gasket surface.
2. Install the unit Drive Sleeve Assembly, including the Bearings.
3. Install the Housing Cover and measure the gap between the Housing Cover and the main
Housing.
4. Take measurement and add 10%. Use the closest nominal gasket thickness or combination
available.
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Figure 7.4 – SMB-00 Parts Diagram – Motor End View
50
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Figure 7.5 – SMB-00 Parts Diagram – Top View
01-403-0090-4
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
AA
99
104
105112
85
9093
88
89959430
107
63
64
12
42
43
28
7
29
66
65
51
78
48
22
14
1
572
92
148
141
Figure 7.6 – SMB-00 Parts Diagram – Side View
52
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Figure 7.7 – SMB-00 Parts Diagram – Side Mounted Handwheel Detail
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Figure 7.8 – SMB-00 Exploded View
Slidewire
transmitter
Top-mounted handwheel
Local dial
indicator
Side-mounted handwheel
54
Motor operation
position
Handwheel operation
position
08-403-0002-4
08-403-0002-4
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 7.2 – SMB-00 Parts List
PieceQuantityDescription
11Housing
21Limit Switch Compartment Cover
31Spring Cartridge Cap
41Drive Sleeve
51Declutch Lever
61Declutch Fork
71Worm Gear
81Stem Nut
101Tripper Lever
111Locknut
121Geared Limit Drive Hypoid Gear
131 Tripper Adjustment Arm Pin
142Clutch Key
152Clutch Fork Roller
162Clutch Roller Pin
171Worm Shaft
181Worm Shaft Gear
191 Worm
201Motor Pinion
211Tripper Adjustment Arm
221 Seal Retainer Plate
231Terminal Bracket
242Tripper Cam
251Spring Cartridge Cap Cover
261Tripper #1
271Tripper #2
281Clutch Ring
291Worm Gear Spacer
301Locknut
311 Bearing Spacer
321Torque Limit Sleeve
341Declutch Shaft
351Worm Shaft Bearing Cap
361Cam Spacer
371Bearing Cartridge
381Thrust Washer
391Thrust Washer
411Tripper Lever Spacer
421Dowel Pin
431Clutch Compression Spring
442Tripper Spring
46variousBelleville Springs
482Pipe Plug - (Only 1 shown)
511Bearing Shims
561Spring Cartridge Cap Gasket
Continued on page 56
55
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 7.2 – SMB-00 Parts List (continued)
PieceQuantityDescription
571Limit Switch Compartment Cover Gasket
591Motor Adapter Gasket
631Roller Bearing Cup
641Upper Roller Bearing Cone
651Roller Bearing Cup
661Lower Roller Bearing Cone
671Ball Bearing
681Ball Bearing
701Retaining Ring
711Retaining Ring
731Locknut
742Locknut
751Roll Pin
761Bushing
771Motor Terminal Block
781Quad Ring
791Quad Ring
801O-Ring
831Torque Switch
841Motor Assembly
851Geared Limit Switch
881Housing Cover
891Handwheel - Top Mounted
901Housing Cover Gasket
921Retaining Ring
931Grease Fitting
941Quad Ring
951O-Ring
961 Bevel Gear Housing
971Bevel Pinion Cap
981Bevel Gear Cartridge
991Handwheel - Side Mounted
1001Bevel Gear
1011Handwheel Bevel Pinion
1021Bearing Spacer
1031O-Ring Spacer
1041Handle
1051Handle Rod
1061Bevel Pinion Cap Gasket
1072Housing Cover Gasket
1091Ball Bearing
1101Ball Bearing
1111Retaining Ring
1121Retaining Ring
1132Grease Fitting
1141Quad Ring
1151O-Ring
Continued on page 57
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 7.2 – SMB-00 Parts List (continued)
PieceQuantityDescription
1414Flat Head Machine Screw
1433Pipe Plug (Only 1 shown)
1444Pipe Plug (Only 3 shown)
1481Drive Sleeve Bevel Gear
1542Socket Head Cap Screw
1561Key
1576Socket Head Cap Screw
1586Lockwasher
1594Lockwasher
1604Round Head Machine Screw
1624Flat Head Socket Cap Screw
1641Key
1652Socket Head Set Screw
1661Socket Head Cap Screw
1671Lockwasher
1682Key
1691Key
1701Socket Head Set Screw
1731Hex Head Cap Screw
1744Stud
1754Hex Nut
1764Lockwasher
1771Socket Head Set Screw
1781Key
7.3 SMB-0, 1, 2, 3 and 4
c WARNING: See Section 4.1 and 4.2 on Safety Precautions and Safety Practices before
proceeding with disassembly.
7.3.1 To Replace the Stem Nut Only
c WARNING: Do not remove the Locking Nut (piece #30) with the actuator under load or with valve
under pressure.
a CAUTION: If valve must be left in service while the stem nut is replaced, the valve stem must be
locked in such a way as to prevent any movement of the valve stem.
1. Remove Locking Nut (piece #30). The locking nut is staked in two places; locate the stakes and
spot with a drill.
2. Clean all metal particles.
3. Lift Stem Nut (piece #20) out of the top of the actuator.
If the actuator is mounted on a valve having a threaded stem, and stem nut removal is required,
proceed as follows:
1. Remove Locking Nut (piece #30).
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
2. Rotate the Handwheel (piece #5) to close the valve.
3. When the stem nut splines are free from the Drive Sleeve (piece #11), the Stem Nut may be
rotated by hand for the remainder of the length of the valve stem and replaced, if necessary.
4. On new stem nut, stake the top threads in two places. Install stem nut.
To reinstall the Stem Nut onto the Keyed Shaft:
1. Lower the Stem Nut into the Drive Sleeve, aligning the splines, until the Stem Nut is seated.
2. Install the Key.
3. Install the Locknut.
4. Stake in two (2) places, 180° apart.
To reinstall the Stem Nut onto a Threaded Shaft:
1. Rotate the Stem Nut on the shaft until the Stem Nut splines engage the Drive Sleeve splines.
2. Rotate the Handwheel to open the valve until the Stem Nut is seated.
3. Install the Locknut.
4. Stake the top threads in two (2) places, 180° apart.
See Gasket Instructions on next page.
7.3.2 SMB-0, 1, 2, 3 and 4 Disassembly
Piece numbers refer to Figures 7.9 to 7.11.
1. Verify power to the actuator is OFF.
2. Remove or swing open the Limit Switch Compartment Cover (piece #6).
3. Disconnect the Geared Limit Switch (piece #105) leads and the Torque Switch (piece #104)
leads. Verify the leads are marked for reconnecting to the terminals.
4. Remove the two screws each on the geared limit switch and the torque switch. Remove the
Geared Limit Switch and the Torque Switch.
5. Disconnect the motor leads inside the limit switch compartment. Remove the Motor (piece #103)
and guide the motor leads through the conduit opening.
NOTE: The Motor Pinion (piece #40) is keyed to the motor shaft and held there with a set screw and
lockwire to retain the pinion in its proper position. The motor pinion should be shouldered on the
motor shaft.
6. Depress Declutch Lever (piece #10) to put the actuator in manual operation.
58
7. Loosen set screw and pull Handwheel (piece #5) and Spacer (piece #201) from Handwheel Shaft
(piece #25).
8. Loosen set screw and slide Declutch Lever (piece #10) from Declutch Shaft (piece #24).
9. Remove Spring Cartridge Cap (piece #4).
a CAUTION: The Declutch lever shaft must be held in position and not allowed to be pulled out
when removing the spring cartridge cap. A loud snap will be heard on removal of this end
cap—this is the sound of the Torsion Spring (piece #54) being released. Do not be alarmed. Later
models have declutch lever shaft held in place by a snap ring located behind the Declutch Link
(piece #9).
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
10. Temporarily replace the Handwheel (piece #5) and rotate in the close direction to cause the Worm
(piece #53) to screw out of engagement with Worm Gear (piece #16) and to cause Torque Spring
assembly (piece #29, 44, 45, 48, 56) to emerge from the Housing (piece #2). Remove Worm and
Torque Spring assembly completely.
NOTE: The cartridge may be further disassembled. See separate disassembly instructions below.
11. Remove Housing Cover (piece #3).
12. Remove Drive Sleeve Assembly completely from the actuator Housing (piece #2). The drive
sleeve assembly consists of Locking Nut (piece #30), Stem Nut (piece #20), Drive Sleeve (piece
#11), Upper Thrust Bearings (piece #77 , 78), Worm Gear (piece #16), Worm Gear Spacer (piece
#28), and Lower Roller Bearing Cone (piece #75). Press off the Lower Roller Bearing Cone (piece
#75) to further dismantle the drive sleeve assembly.
13. Remove Retaining Ring (piece #89), Split Ring Retainer (piece #27), and Split Ring (piece #47).
Pull the Worm Shaft Clutch Gear (piece #41) from the Worm Shaft (piece #43).
14. Remove Clutch Gear Spacer (piece #46)—only on SMB-0 and SMB-1.
15. Spread Clutch Trippers (piece #32) with a tool to shift the actuator into motor operation.
a CAUTION: Do not use hands. Spring forces could cause personal injury.
16. Remove bolts holding Clutch Housing (piece #1) to Housing (piece #2). Withdraw Clutch
Housing together with the Trippers (piece #32), and Declutch Fork (piece #12). Worm Shaft
Clutch (piece #50) will slide off Worm Shaft (piece #43).
17. Slide Fork Return Spring (piece #58) off of Worm Shaft toward motor end. Slide Declutch Link
(piece #9) off splined Declutch Shaft (piece #24). Remove Retaining Ring (piece #73).
18. Remove Elastic Stop Nut (piece #84) and remove Handwheel Gear (piece #7), which is keyed to
the Handwheel Shaft
(piece #25).
19. Remove bolts holding Worm Shaft Bearing Cap Assembly (piece #8) and slide cap off the
Worm Shaft. Retaining Ring (piece #92), Handwheel Pinion Spring (piece #57), Spring Ring
(piece #17), and Handwheel Clutch Pinion (piece #42) are part of the Worm Shaft Bearing Cup
Assembly.
20. Remove the Bearing (piece #81) and Worm Shaft (piece #43) assembly from the Housing (piece
#2).
21. Tap on the motor end of the handwheel shaft, which will free Bearing (piece #80) from Housing
to remove handwheel shaft. Handwheel Shaft (piece #25) will break free from Bearing (piece
#79). Remove Handwheel Shaft (piece #25) from Housing.
7.3.3 Worm and Torque Spring Disassembly
1. Withdraw Declutch Shaft (piece #24) from handwheel end of Housing.
2. Remove Elastic Stop Nut (piece #85), noting the number of turns to remove it.
#48), and Spacers in the exact order as they were removed.
• Step #23 of Disassembly procedure—reinstall Elastic Stop Nut (piece #85) with the same number
of turns as was used to remove.
• Step #17 of Disassembly procedure—align Declutch Link (piece #9) with Declutch Lever (piece
#10) to assure correct lever positioning.
• Step #16 of Disassembly procedure—install the Worm Shaft Clutch (piece #50) with smaller set of
lugs first to engage with lugs on Handwheel Clutch Pinion (piece #42).
• Step #10 of Disassembly procedure—rotate Worm Shaft Clutch (piece #50) to engage splines on
Worm Shaft (piece #43) to replace Worm (piece #53). Replace Declutch Lever (piece #10) and
Handwheel (piece #5) temporarily. Rotate handwheel in opposite direction used to remove Worm
to place actuator in manual operation and to thread the Worm into engagement with the Worm
Gear (piece #16).
• Step #9 of Disassembly procedure—before replacing Spring Cartridge Cap (piece #4), align
Torsion Spring (piece #54), which holds the Declutch Lever in its normal position. Remove
Declutch Lever (piece #10) and replace Spring Cartridge Cap (piece #4), and Spring Cartridge Plate
with Gasket (piece #71, 72). Do not bolt tightly. Depress Declutch Lever into manual operation
and, while holding down Declutch Lever, secure Spring Cartridge Cap (piece #4).
• Step #5 of Disassembly procedure—ensure the Motor Pinion (piece #40) is a tight fit on the motor
shaft (preferably a light press fit).
NOTE: The SMB-0 Motor Pinion (piece #40) is installed with the set screw lockwire between the
gear teeth and the motor flange. On the SMB-1 through 4, the gear teeth are between the set screw/
lockwire and flange.
60
7.3.5 Gasket Instructions
All gaskets except the housing cover gasket are 1⁄32" thick ASTM F104 synthetic fiber. The housing
gaskets vary in thickness. To determine the correct size, proceed as follows:
1. Clean Housing Cover (piece #3) and main Housing (piece #2) gasket surface.
2. Install unit Drive Sleeve assembly, including the Bearings (piece #11, 20, 30, 16, 28, 74, 75-78).
3. Install Housing Cover and measure the gap between the Housing Cover and the main Housing.
4. Take measurement and add 10%. Use the closest nominal gasket thickness or combination
available.
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Figure 7.9 – SMB-0 through SMB-4 Parts Diagram – Top View
01-408-0073-4
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Figure 7.10 – SMB-0 through SMB-4 Parts Diagram – Worm Shaft Side View
01-408-0074-4
01-408-0074-4
62
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Figure 7.11 – SMB-0 through SMB-4 Parts Diagram – Drive Sleeve Side View
01-408-0013-4
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
To declutch
Position
indicator
gearing
Handwheel operation
position
Motor operation
position
Position
indicator
gearing
Local dial
indicator
Slidewire Transmitter
Set
screw
Lockwir e
SMB-0 pinion
08-408-0001-4
Figure 7.12 – SMB-0 through SMB-4 Exploded View
64
08-408-0001-4
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 7.3 – SMB-0 through SMB-4 Parts List
PieceQuantityDescription
11Clutch Housing
21Housing
31Housing Cover
41Spring Cartridge Cap
51Handwheel
61Limit Switch Compartment Cover
71Handwheel Gear
81Worm Shaft Bearing Cap
91Declutch Link
101Declutch Lever
111Drive Sleeve
121Declutch Fork
161Worm Gear
171Spring Ring
181Motor Clutch Gear Bushing
191Worm Bushing
201Stem Nut
241Declutch Shaft
251Handwheel Shaft
261Seal Retainer Plate
271Split Ring Retainer
281Worm Gear Spacer
291Torque Limit Sleeve
301 Locking Nut
311Motor Conduit Nipple
322Clutch Tripper #1 & #2
341Fork Pivot Pin
351Handle
361Handle Rod
371Drum
381Upper Hinge
391Lower Hinge
401Motor Pinion
411Worm Shaft Clutch Gear
421Handwheel Clutch Pinion
431Worm Shaft
441Bearing Cartridge Cap
451Bearing Cartridge Stem
461Clutch Gear Spacer (SMB-0 and 1) (Ref. Figure 7.9)
461Flat Washer, H.W. Shaft, (SMB-0 through 4) (Ref. Figure 7.10)
471Split Ring
482Thrust Washer
492Clutch Roller
501Worm Shaft Clutch
511Cam Tripper Pin
Continued on page 66
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Table 7.3 – SMB-0 through SMB-4 Parts List (continued)
PieceQuantityDescription
522Clutch Roller Pin
531Worm
541Torsion Spring
551O-Ring Spacer (SMB-1, 2)
56variousBelleville Springs
571Handwheel Pinion Spring
581Fork Return Spring
591Tripper Spring (SMB-0, 1, 2)
601Nameplate
631Tripper Spring (SMB-3 and 4)
661Housing Cover Gasket
671Clutch Housing and Motor Gasket
681Spring Cartridge Cap Gasket
691Limit Switch Compartment Cover Gasket
701Locknut
711Spring Cartridge Cap Plate (SMB-0, 1, 2 only)
721Spring Cartridge Cap Plate Gasket (SMB-0, 1, 2 only)
731Retaining Ring
741Bearing Shims
751Declutch Arm (SMB-4) (Ref. piece #9, Figure 7.10)
751Lower Roller Bearing Cone
761Lower Roller Bearing Cup
771Upper Roller Bearing Cone
781Upper Roller Bearing Cup
791Ball Bearing
801Bearing (SMB-0, 1, 2)
801Bushing, Handwheel Shaft (SMB-3 and 4)
811Ball Bearing
821Ball Bearing
831Bearing Locknut
841Elastic Stop Nut
851Elastic Stop Nut
861Retaining Ring (SMB-0, 1, 2, 3)
862Fork Spacer (SMB-4) (Not shown)
871Retaining Ring (SMB-1, 2, 3 only)
881Retaining Ring
891Retaining Ring
901Retaining Ring
912Retaining Ring
921Retaining Ring
931Quad Ring
941Quad Ring
951O-Ring
961O-Ring (SMB-1, 2 only)
961 Oil Seal (SMB-3 and 4)
Continued on page 67
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 7.3 – SMB-0 through SMB-4 Parts List (continued)
7.4 SMB-5 (Thrust and Torque) and SMB-5T
(Torque Only)
c WARNING: See Section 4.1 and 4.2 on Safety Precautions and Safety Practices before
proceeding with disassembly.
7.4.1 SMB-5 and SMB-5T Disassembly
Piece numbers refer to Figures 7.13, 7.14, and 7.15.
1. Remove Drive Sleeve Locknut (piece #130).
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
a CAUTION: The SMB-5 drive sleeve locknut has left-hand threads and must be rotated clockwise
to remove.
2. Rotate the Handwheel (piece #10) to close valve, causing the Stem Nut (piece #127) to rise up
the threaded valve stem until the stem nut splines are free of the Drive Sleeve (piece #126).
3. Rotate the Stem Nut (piece #127) by hand for the remaining length of the valve stem and
remove.
4. Remove the Limit Switch Compartment Cover (piece #12) and disconnect all external electrical
leads to the actuator.
NOTE: Ensure all motor and control leads are labeled for reassembly.
5. Remove the actuator from the valve if required to facilitate disassembly.
6. Disconnect motor leads and leads between the Torque Switch (piece #116) and Geared Limit
Switch (piece #117).
8. Remove Handwheel Washer (piece #60) and remove the Handwheel (piece #10) and the
Handwheel Clutch (piece #13) from the Handwheel Shaft and Pinion (piece #40).
SMB-5 Thrust Housing Only
1. Remove Thrust Adapter Housing (piece #125) assembly from the Housing (piece #1).
NOTE: If disassembly of the thrust adapter assembly is not required, continue to Step 2.
a. Remove the Seal Retainer Plate (piece #129) and the Oil Seal (piece #132).
b. Loosen the set screw and remove the Thrust Bearing Cartridge (piece #128) from the Thrust
Adapter Housing (piece #125).
c. Remove the Upper Bearing Roller Assembly (piece #131).
d. Lift the Thrust Drive Sleeve (piece #126) out of the Thrust Adapter Housing (piece #125).
e. Remove the Lower Bearing Roller Assembly (piece #131).
SMB-5T Torque Housing
1. Using lifting eye bolts, remove Housing Cover (piece #3).
2. Remove the Torque Drive Sleeve (piece #11) and the Worm Gear (piece #17) in this order.
3. Remove Motor (piece #115) and Motor Adapter (piece #5).
NOTE: Record the thickness of gaskets for reassembly.
4. Remove the Intermediate Pinion and Shaft (piece #15) and Motor Drive Intermediate Gear (piece
#41) as an integral assembly.
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NOTE: Record the location and the thickness of gearing shims in the housing.
5. Remove the Output Worm Shaft Gear (piece #42) and the Bearing Spacer (piece #64).
6. Punchmark Worm Shaft End Cap (piece #7) before removing the cap.
7. Remove the Worm Shaft End Cap (piece #7).
NOTE: Record the gasket thickness for Declutch Housing Cover (piece #4) for reassembly.
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
8. Remove declutch assembly as follows:
a. Clean grease from assembly as much as possible.
b. Scribe an alignment mark on all parts and shaft for use during reassembly.
c. Remove the Declutch Lever Stop (piece #28), Tripper Spring (piece #67), Clutch Tripper #1 and
#2 (piece #33 and #34), and Roll Pin (piece #110).
d. Loosen set screws on Declutch Lever (piece #9) and Collar (piece #103).
e. Remove the Declutch Lever (piece #9), Declutch Cap (piece #59), and slide the Declutch Shaft
(piece #30) out through the bottom of the Declutch Housing (piece #2), while removing the
Declutch Fork (piece #14) and other Declutch Shaft Mounted Components (piece #66, 70, 69,
and #103) from the Declutch Shaft (piece #30).
9. Remove the Handwheel Shaft and Pinion (piece #40), noting how many and which spacers go on
either side of the Declutch Fork (piece #14).
10. Remove the Solid Drive Shaft (piece #43) and the Flexible Jaw Clutch assembly (pieces 50, 73,
74, 75, 76, 97, and 98) as an integral assembly, Gear Clutch Spacer (piece #47), Sliding Clutch
Gear (piece #51), and Clutch Compression Spring (piece #68).
11. Remove Splined Insert (piece #54) using jack screws, Spirolox Ring (piece #107), and
Handwheel Gear (piece #6).
12. Remove Gear Mounting Bracket (piece #8) using jackscrews, Bearing (piece #93), and Bearing
Adapter (piece #65).
13. Pull Hollow Drive Shaft (piece #55) toward declutch end and remove Spirolox Ring (piece #106).
c WARNING: Declutch Housing is under torque spring load.
14. Remove Declutch Housing (piece #2) by loosening the two cap screws evenly and in turn to
allow gradual release of the torque spring preload.
15. Push Hollow Drive Shaft (piece #55) toward the Motor (piece #115) end, loosen set screw, and
remove Bearing Locknut (piece #99).
NOTE: Hold hollow drive shaft using adjustable spanner on splines.
a. Remove Bearing (piece #95) by pushing Hollow Drive Shaft (piece #55) toward declutch end.
b. Remove Geared Limit Threaded Collar (piece #32) and key.
c. Remove Hollow Drive Shaft (piece #55) from declutch end of the Housing (piece #1).
16. Loosen set screw in Cartridge Stem Locking Nut (piece #48) and temporarily replace Declutch
Housing (piece #2) with two screws to compress the torque spring.
18. Remove Declutch Housing (piece #2) by loosening the two cap screws evenly and in turn to
allow gradual release of the torque spring preload.
19. Pull Bearing Cartridge Stem (piece #45) out partially and remove the Thrust Washers (piece #46),
Torque Limit Sleeve (piece #62), and Belleville Springs (piece #58).
20. Remove bearing cartridge/worm assembly from the Housing (piece #1).
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a. Loosen two set screws on Bearing Cartridge Cap (piece #44) and unscrew Bearing Cartridge
Stem (piece #45).
21. Slide Bearing Cartridge Cap (piece #44) off toward Worm (piece #56) threads.
22. Loosen set screw and remove Bearing Locknut (piece #100).
23. Press off two Bearing Cone and Cups (pieces #90 and #91).
NOTE: Cups and cones are sets. They must remain together, in sets.
7.4.2 SMB-5 and SMB-5T Reassembly
Piece numbers refer to Figures 7.13, 7.14, and 7.15.
NOTE: Clean the housing and all parts before reassembly. During reassembly ensure that same
thickness gaskets and shims are installed as were removed during disassembly.
SMB-5T (Torque Housing)
1. Press two Bearing Cone and Cups (piece #90 and 91) onto Worm (piece #56), ensuring that
bearing races are matched. Ensure the Bearing Spacer (piece #92) is installed.
2. Install Bearing Locknut (piece #100) and tighten set screw.
3. Apply heat to the Bearing Cartridge Cap (piece #44) and install onto the Bearing Cone and Cup
(piece #90, #91) from the Worm (piece #56) end. Ensure that the Bearing Cartridge Cap seats on
the Bearing .
4. Thread the Bearing Cartridge Stem (piece #45) tightly into the Bearing Cartridge Cap and tighten
two set screws.
5. Install Bearing Cartridge/Worm Assembly in Housing (piece #1).
6. Replace the Belleville Spring Assembly components in the following order: Thrust Washer (piece
#46), the six Belleville Springs (piece #58) (stacked as shown), Torque Limit Sleeve (piece #62),
and the second Thrust Washer (piece #46).
NOTE: Ensure that the non-beveled flat side of thrust washer is against the springs. Springs stack this
way: ( )( )( ).
7. Thread Cartridge Stem Locking Nut (piece #48) onto the Bearing Cartridge Stem (piece #45) by
hand.
8. Install Hollow Drive Shaft (piece #55).
a. Install Geared Limit Threaded Collar (piece #32) and key on motor end of Hollow Drive Shaft
c. Thread Bearing Locknut (piece #99) onto the Hollow Drive Shaft. Align the set screw hole with
the drilled “spot” on the shaft. Install and tighten set screw. (Hold drive shaft using adjustable
spanner on splines.)
9. Push Hollow Drive Shaft (piece #55) to declutch end and install Bearing Spacer (piece #64).
10. Install the Output Worm Shaft Gear (piece #42) and Intermediate Pinion and Shaft (piece #15).
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
11. Install motor gearing shims in Motor Adapter (piece #5) bearing bores and install the Motor
Adapter Gasket (piece #84) and Motor Adapter (piece #5). Tap the Motor Adapter to ensure that
the bearings seat.
12. Check Intermediate Pinion and Shaft (piece #15) for proper shims. Shaft should rotate freely
with no axial movement. Use original shims or provide new shims that are the same thickness as
measured at disassembly.
13. Install Motor (piece #115).
14. Install Spirolox Ring (piece #106) on the Hollow Drive Shaft (piece #55).
15. Install Declutch Housing (piece #2) using two screws only to compress the Belleville Springs
(piece #58). DO NOT install gasket.
16. Using two screws, thread Cartridge Stem Locking Nut (piece #48) on the Bearing Cartridge Stem
(piece #45) until the Locking Nut is snug against the Thrust Washer (piece #46).
17. Remove the Declutch Housing (piece #2) and make sure the set screw hole is aligned with the
spot mark on the Bearing Cartridge Stem threads. Tighten Cartridge Stem Locking Nut set screw.
18. Reinstall Declutch Housing with Gasket (piece #80).
23. Install Solid Drive Shaft (piece #43), ensuring that the Clutch Gear Spacer (piece #47) is in place.
Align splines on the Solid Drive Shaft and Output Worm Shaft Gear and push the Drive Shaft into
the Housing (piece #1) from the declutch end.
24. Mount Handwheel Shaft Bearings (pieces #94 and #97) on the Handwheel Shaft and Pinion
(piece #40) and install assembly into the Housing.
25. Install the Declutch Shaft (piece #30) and Torsion Spring (piece #57) into the Declutch Cap (piece
#59).
26. Install Declutch Shaft Assembly through the bottom of the Declutch Housing (piece #2).
a. The Declutch Shaft Assembly consists of Declutch Shaft (piece #30), Torsion Spring (piece
#57), Declutch Cap (piece #59), Drum (piece #27), Declutch Arm (piece #66), Declutch Shaft
Washers (piece #70, three pieces), Declutch Fork (piece #14), Declutch Shaft Spacer (piece
#69), Collar (piece #103), and Gasket (piece #81).
27. Align scribe marks.
NOTE: Declutch shaft must be installed with keyseat facing right side of declutch housing when
viewed from the declutch end of the actuator.
28. Fasten Declutch Cap (piece #59). Observe punch marks.
29. Insert Roll Pin (piece #110) through the Declutch Arm (piece #66) and Declutch Shaft (piece
#30).
30. Ensuring that the declutch shaft bottoms against the declutch cap, push the Collar (piece #103)
against the top of the housing and tighten the collar set screw.
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NOTE: Ensure that the Oil Seal (piece #105) is properly installed.
31. Install the Declutch Lever (piece #9) and tighten the set screw.
32. Rotate the Declutch Lever clockwise, hold in position, and install the Declutch Lever Stop (piece
#28).
33. Install Clutch Trippers (piece #33 and 34) and the Tripper Spring (piece #67).
34. Install the Declutch Housing Cover (piece #4) and Gasket (piece #82).
NOTE: Ensure that Handwheel Oil Seal (piece #108) is in place.
35. Install Worm Shaft End Cap (piece #7) and Gasket (piece #83).
a CAUTION: Ensure that the same number of gaskets are installed as were removed during disas-
sembly. Thickness of gaskets must be sufficient to prevent the end cap from bearing on the drive
shaft.
36. Install the Worm Gear (piece #17).
37. Install Torque Drive Sleeve (piece #11) and Drive Sleeve Thrust Bearing (pieces #139 and 140).
38. Apply fresh, clean lubricant in the actuator Housing to 1½” from top.
39. Install the Housing Cover Gasket (piece #79) and the Housing Cover (piece #3).
SMB-5 (Thrust Housing)
NOTE: If the thrust Adapter Housing (piece #125) assembly was not disassembled, continue to Step
6.
NOTE: Thrust bearing races should be pressed on the Thrust Drive Sleeve (piece #126), in the Thrust
Adapter Housing (piece #125), and the Thrust Bearing Cartridge (piece #128) prior to beginning
reassembly procedure.
1. Install the Lower Thrust Bearing (piece #131) in the Thrust Adapter Housing (piece #125).
2. Install the short end of the Thrust Drive Sleeve (piece #126) into the Thrust Adapter Housing
(piece #125).
3. Install the Upper Thrust Bearing (piece #131) on the Thrust Drive Sleeve (piece #126).
4. Install the Thrust Bearing Cartridge (piece #128), thread in tight or until drag is felt on Thrust
Drive Sleeve, and tighten
set screw.
5. Install Oil Seal (piece #132) and Seal Retainer Plate (piece #129).
6. Lift the actuator or turn upside down and install Thrust Adapter Housing (piece #125).
NOTE: Ensure that the Thrust Drive Sleeve O-Ring (piece #134) is in place.
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7. Install Stem Nut (piece #127).
8. Install Drive Sleeve Locknut (piece #130) and crimp or stake the top threads in two places.
a CAUTION: The SMB-5 drive sleeve locknut has left-hand threads and must be rotated counter-
clockwise to install.
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
2. Connect motor leads and the leads to the Torque Switch and Geared Limit Switch.
3. Install Handwheel Clutch (piece #13), Handwheel (piece #10), and Handwheel Washer (piece
#60) on the Handwheel Shaft and Pinion (piece #40).
4. Install valve operator on valve.
a CAUTION: The geared limit switch must be reset before energizing electrical power to the valve
operator and attempting motor operation.
5. Connect all external electrical leads to the actuator.
6. Follow geared limit switch setting procedure to reset the Geared Limit Switch (piece #117).
7. Install the Limit Switch Compartment Cover (piece #12).
8. Re-energize all electrical power to the actuator.
Figure 7.13 – SMB-5 and 5T Parts Diagram
01-413-0037-4
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
NOTE: Serial numbers through 277159 use Part #18. Serial numbers 277160 and higher use Part
#139 and #140.
Figure 7.14 – SMB-5 and 5T Parts Diagram– Top View
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01-413-0036-4
NOTE: PC# 90, 91, 92 are sold as an assembly only.
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Figure 7.15 – SMB-5 and 5T Parts Diagram – Declutch Housing Detail
01-413-0037-4
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Figure 7.16 – SMB-5 and 5T Exploded View
08-408-0002-4
08-408-0002-04
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Table 7.4 – SMB-5 and 5T Parts List
PieceQuantityDescription
1 1 Housing
21Declutch Housing
31Housing Cover
41Declutch Housing Cover
51Motor Adapter
61Handwheel Gear
71Worm Shaft End Cap
81Gear Mounting Bracket
91Declutch Lever
101Handwheel
111Torque Drive Sleeve
121Limit Switch Compartment Cover
131Handwheel Clutch
141Declutch Fork
151Intermediate Pinion and Shaft
171Worm Gear
181Drive Sleeve Bushing
191Drive Sleeve Thrust Bearing
201Worm Bushing
211Handwheel Gear Bushing
221Retaining Ring
231Gear Insert
242Split Ring
251Spirolox Ring
271Declutch Shaft Drum
281Declutch Lever Stop
301Declutch Shaft
312Tripper Bolt
321Geared Limit Threaded Collar
331Clutch Tripper #1
341Clutch Tripper #2
351Handle Rod
361Handle
371Upper Hinge
381Lower Hinge
391Motor Pinion
401Handwheel Shaft and Pinion
411Motor Drive Intermediate Gear
421Output Worm Shaft Gear
431Solid Drive Shaft
441Bearing Cartridge Cap
451Bearing Cartridge Stem
461Thrust Washer
471Clutch Gear Spacer
481Cartridge Stem Locking Nut
Continued on page 78
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 7.4 – SMB-5 and 5T Parts List (continued)
PieceQuantityDescription
492Fork Roller
501Flexible Jaw Clutch Housing
51 1Sliding Clutch Gear
521Motor Clutch Gear Cam Pin
532Fork Roller Pin
541Splined Insert
551Hollow Drive Shaft
561Worm
571Torsion Spring
58variousBelleville Springs
591Declutch Cap
601Handwheel Washer
611Spring Washer
621Torque Limit Sleeve
631Handwheel Gear Spacer
641Bearing Spacer
651Bearing Adapter
661Declutch Arm
671Tripper Spring
681Clutch Compression Spring
691Declutch Shaft Spacer
703Declutch Shaft Washer
711Declutch Lever Name Plate
721Stop Stud
731Flexible Jaw Clutch Sleeve
741Flexible Jaw Clutch Collar
751Nylon Insert
766Clutch Sleeve Insert
791Housing Cover Gasket
801Declutch Housing Gasket
811Declutch Cap Gasket
821Declutch Cover Gasket
831Worm Shaft End Cap Gasket
841Motor Adapter Gasket
851Motor Gasket
861Limit Switch Cover Gasket
901Bearing Cone
911Bearing Cup
921Bearing Spacer
931Bearing
941Handwheel Shaft Bearing
952Bearing
962Bearing
971Bearing
981Bearing Locknut
Continued on page 79
Continued on page 78
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 7.4 – SMB-5 and 5T Parts List (continued)
PieceQuantityDescription
991Bearing Locknut
1001Bearing Locknut w/Cup Point
1011Roll Pin
1021Retaining Ring
1031Collar
1041Quad Ring
1051Oil Seal
1061Spirolox Ring
1071Spirolox Ring
1081Oil Seal
1091Groove Pin
1101Roll Pin
1111Grease Fitting
1121Welsh Plug
1151Motor
1161Torque Switch
1171Geared Limit Switch
1251Thrust Adapter Housing
1261Thrust Drive Sleeve
1271Stem Nut
1281Thrust Bearing Cartridge
1291Seal Retainer Plate
1301Drive Sleeve Locknut
1312Bearing Roller Assembly
1321Oil Seal
1331Grease Fitting
1341O-Ring
1351Gasket
1361Gasket
1371Threaded Flange
1381Sealing Washer
1391Bearing Cup
1401Bearing Cone
141As requiredBearing Shim
1421Bearing Spacer
2151Seal Retainer Sleeve
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
SB Disassembly and Reassembly
c WARNING: See Section 4.1 and 4.2 on Safety Precautions and Safety Practices before
proceeding with disassembly.
c WARNING: Extreme caution should be used in the disassembly and reassembly of the spring
compensator assembly. The compensator springs may be compressed (under load) even though
the line pressure has been removed from the valve and power is disconnected. Be sure that the
spring compensator indicator in the Spring Housing points to zero before beginning disassembly.
Remove the Spring Housing bolts by turning each bolt in order around the housing no more than
¼ turn at a time.
8.1 SB-00
The SB-00 actuator is a basic SMB-00 actuator with the housing cover, drive sleeve and locknut
modified to provide spring compression to the stem nut. The disassembly/reassembly procedure
for the SMB-00 is applicable (Sections 7.2.2, SMB-00 Disassembly and Section 7.2.3, SMB-00
Reassembly, with the following procedures replacing Step No. 13 and the stem nut removal
procedure.
8.1.1 SB-00 Disassembly/Stem Nut Removal
Piece numbers refer to Figure 8.1.
80
1. Remove Spring Housing Cover (piece #121).
2. Remove Locking Nut (piece #125). Note that the Set Screw (piece #126) must be loosened
before the Locknut can be removed.
3. Lift the Spring Cartridge (piece #123). Try to keep cartridge straight to aid in its removal. The
Belleville Springs (piece #108), Thrust Washer (piece #124), and Thrust Limiter Sleeve (piece
#119) (where applicable) will come out with the Spring Cartridge.
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
NOTE: Note the arrangement of the Belleville Springs.
4. If the actuator is mounted on the valve, place the actuator in manual operation. Rotate the
Handwheel (piece #99) in the direction to effect a downward movement of the stem (usually the
closed direction) until the compensator Ball Bearing (piece #81) stops rising.
5. Lift out the Thrust Adapter Sleeve (piece #120), and Bearing (piece #81).
6. If the actuator is not on a valve, the Stem Nut (piece #8) will lift out.
7. Remove Bevel Gear Housing (piece #96) as an assembly complete with side-mounted handwheel
assembly.
8. To remove Drive Sleeve Assembly, proceed as in Section 7.2.2, SMB-00 Disassembly.
8.1.2 SB-00 Reassembly/Stem Nut Installation
Piece numbers refer to Figure 8.1.
1. If actuator is not on the valve, drop the Stem Nut (piece #8) in place and ensure that splines
engage properly.
2. If actuator is on the valve, thread the Stem Nut onto the stem until the splines hit.
3. Replace the Bevel Gear Housing (piece #96) assembly as removed in Step 7 of Section 8.1.1,
SB-00 Disassembly/Stem Nut Removal.
4. Place the actuator in manual operation and rotate the Handwheel (piece #99) in the direction to
effect an upward movement of the stem (usually the opening direction). Continue rotating until
the stem begins to move upward.
5. Remove Bevel Gear Housing (piece #96).
6. Install Thrust Adapter Sleeve (piece #120) and Bearing (piece #81). Ensure O-Ring (piece #116)
is properly installed.
7. Clean the bottom surface of the mounting flange for the Bevel Gear Housing (piece #96) and
Housing (piece #1).
8. Place Bevel Gear Housing in position without any gasket between it and the Housing (piece #1).
9. Measure the gap between the Bevel Gear Housing and the Housing.
10. Install Bevel Gear Housing Gasket (piece #107) of the same thickness as the gap measured in
Step 9 and install Bevel Gear Housing (piece #96)
NOTE: Allow for the compressibility of the gasket material. If the exact thickness gasket is not
available, use the next larger thickness.
11. Install Spring Cartridge (piece #123), complete with Thrust Washer (piece #124), Belleville
Springs (piece #108), O-Ring (piece #117), and Quad-Ring (piece #118).
NOTE: The springs should be stacked in the same fashion as was noted in Step 3 in Section 8.1.1,
SB-00 Disassembly/Stem Nut Removal. The standard arrangement has the Belleville Washers stacked
in pairs. See note after step 12 for optional configuration.
12. Install Locking Nut (piece #125) and tighten until it is snug against the Belleville Springs. See
NOTE below. Secure by tightening Set Screw (piece #126).
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
NOTE: The SB-00 has available an optional, very light, Belleville Spring set consisting of eleven
washers arranged as shown in Figure 8.1. Ensure washers are reinstalled correctly. The light spring
set also has a Thrust Sleeve (piece #119) that is installed at this point. When the light spring set is
used, the locknut installed in the next step must be pulled up snug against the spring set and then
tightened an additional 1¾ turns to preload the springs.
13. Install Spring Housing Cover (piece #121) and gasket (piece #122).
Figure 8.1 – SB-00 Parts Diagram
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01-403-0076-4
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 8.1 – SB-00 Parts List
PieceQuantityDescription
1 1 Housing
21LS Compartment Cover
41Drive Sleeve
71Worm Gear
81Stem Nut
121GL Drive Hypoid Gear
142Clutch Key
221Seal Retainer Plate
282Clutch Ring
291Worm Gear Spacer
421Dowel Pin
431Clutch Compression Spring
511Bearing Shim
571GLS Compartment Cover Gasket
631Bearing Cup
641Bearing Cone
651Bearing Cup
661Bearing Cone
781Quad Ring
811Ball Bearing
831Torque Switch
871Geared Limit Switch
961Bevel Gear Housing
971Bevel Pinion Cap
981Bevel Gear Cartridge
991Handwheel
1001Bevel Gear
1011Handwheel Bevel Pinion
1021Bearing Spacer
1031O-Ring Spacer
1061Bevel Pinion Cap Gasket
1072Bevel Gear Housing Gasket
108variousBelleville Spring
1091Ball Bearing
1101Ball Bearing
1111Retaining Ring
1131Grease Fitting
1151O-Ring
1161O-Ring
1171O-Ring
1181Quad-Ring
1191Thrust Limiter Sleeve
1201Thrust Adapter Sleeve
1211Spring Housing Cover
Continued on page 84
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 8.1 – SB-00 Parts List
PieceQuantityDescription
1221Housing Cover Gasket
1231Spring Cartridge
1241Thrust Washer
1251Locking Nut
1261Socket Head Set Screw
1306Socket Head Cap Screw
1316Lockwasher
1534Hex Head Cap Screw (not shown)
1542Socket Head Cap Screw
1554Lockwasher (not shown)
1561Handwheel Key
1584Hex Head Cap Screw
1596Lockwasher
1601Shim Set
1791Socket Head Set Screw
1852Lifting Eye Bolt
1862Hex Nuts
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8.2 SB-0
c WARNING: See Section 4.1 and 4.2 on Safety Precautions and Safety Practices before
proceeding with disassembly.
c WARNING: Extreme caution should be used in the disassembly and reassembly of the spring
compensator assembly. The compensator springs may be compressed (under load) even though
the line pressure has been removed from the valve and power is disconnected. Be sure that the
spring compensator indicator in the Spring Housing points to zero before beginning disassembly.
Remove the Spring Housing bolts by turning each bolt in order around the housing no more than
¼ turn at a time.
The SB-0 actuator is a basic SMB-0 actuator with the housing cover, drive sleeve, and locknut
modified to provide spring compression to the stem nut. The disassembly/reassembly procedure for
the SMB-0 is applicable (Section 7.3.1, SMB-0, 1, 2, 3 and 4 Disassembly and Section 7.3.3, SMB-0,
1, 2, 3 and 4 Reassembly), with the following procedures replacing Step 11 and stem nut removal
procedure.
8.2.1 SB-0 Disassembly/Stem Nut Removal
Piece numbers refer to Figure 8.2.
1. Remove Spring Housing (piece #3).
2. Remove Thrust Sleeve Bearing Cartridge (piece #106). The Belleville Spring (piece #109) and
Belleville Spring Shim (piece #108) will come off with the Thrust Sleeve Bearing Cartridge (piece
#106).
3. Remove Thrust Sleeve (piece #107), being careful not to loosen or damage O-Ring (piece #94).
The Bearing Cup (piece #116) will come out with the Thrust Sleeve (piece #107).
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
4. Remove the Drive Sleeve (piece #11) in accordance with Step 12 of Section 7.3.1, SMB-0, 1, 2, 3
and 4 Disassembly. If only the Stem Nut (piece #20) is to be removed, see Step 5.
5. If the actuator is not on the valve, the Stem Nut (piece #20) is accessible. If the actuator is on the
valve, bolt a support bar across the top of the actuator housing to hold the Thrust Bearing (piece
#77 and #78) in place.
a. Place the actuator in hand operation.
b. Rotate the Handwheel in the direction to effect a downward movement of the stem—usually
the close direction. The Stem Nut will climb up the stem until it clears its splines.
c. Rotate the Stem Nut off the stem.
8.2.2 SB-0 Reassembly/Stem Nut Installation
Piece numbers refer to Figure 8.2.
1. Replace the Stem Nut (piece #20).
a. If the actuator is not on the valve, the stem nut will drop in the Drive Sleeve (piece #11) until it
bottoms out on the shoulder in the bottom of the Drive Sleeve. Ensure splines are engaged.
b. If the actuator is mounted on the valve, thread the Stem Nut (piece #20) down the stem until
the spines hit. Put the actuator in manual operation. Rotate the Handwheel in the direction to
move the stem upward—usually the open direction. The Stem Nut will lower as the Handwheel
turns, until it bottoms out on the shoulder in the Drive Sleeve bottom and the stem starts to
move up.
2. Replace the Thrust Sleeve (piece #107) and the Bearing (piece #116). Ensure O-Rings (pieces
#117 and 94) are properly installed.
NOTE: Ensure Thrust Sleeve engages the splines on the top of the Stem Nut (piece #20)—Thrust
Sleeve will not rotate if not engaged properly.
3. Clean Housing (piece #2), flange, and mounting flange of the Spring Housing (piece #3).
4. Install Spring Housing (piece #3) without any gasket. Measure the gap between the Spring
Housing (piece #3) and the Housing (piece #2).
5. Remove Spring Housing (piece #3). Install a Gasket (piece #66) between Housing and Spring
Housing.
NOTE: The Gasket thickness should be the same as the gap measured in Step 4, plus an allowance
for the compressibility of the gasket material used. If an exact gasket thickness can not be obtained,
use the next higher thickness gasket available.
6. Replace the Thrust Sleeve Bearing Cartridge (piece #106) along with the Belleville Springs (piece
#109—four washers), and the Belleville Spring Shim (piece #108).
7. Inspect to ensure O-Ring (piece #118) is properly installed in the Spring Housing (piece #3).
Install Spring Housing.
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Figure 8.2 – SB-0 Parts Diagram
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 8.2 – SB-0 Parts List
PieceQuantityDescription
21Housing
31Spring Housing
61Geared Limit Switch Compartment Cover
111Drive Sleeve
161Worm Gear
201Stem Nut
261Seal Retainer Plate
281Spacer
661Spring Housing Gasket
691Limit Switch Compartment Cover Gasket
741Bearing Shim Set
751Bearing Cone
761Bearing Cup
771Bearing Cone
781Bearing Cup
931Quad Ring
941O-Ring
981Grease Fitting
1041Torque Switch
1061Thrust Sleeve Bearing Cartridge
1071Thrust Sleeve
1081Belleville Spring Shim
1095Belleville Springs
1101Indicator Dial Plate
1111Indicator Shaft
1121Indicator Lever
1131Indicator Spring
1141Indicator Pointer
1161Bearing Cup
1171Quad Ring
1181O-Ring
1191O-Ring
1631Plug
1682Roll Pin
1698Socket Head Cap Screw
1711Socket Head Set Screw
1721O-Ring
1804Drive Screw
2038Lockwasher
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
8.3 SB-1
c WARNING: See Section 4.1 and 4.2 on Safety Precautions and Safety Practices before
proceeding with disassembly.
c WARNING: Extreme caution should be used in the disassembly and reassembly of the spring
compensator assembly. The compensator springs may be compressed (under load) even though
the line pressure has been removed from the valve and power is disconnected. Be sure that the
spring compensator indicator in the Spring Housing points to zero before beginning disassembly.
Remove the Spring Housing bolts by turning each bolt in order around the housing no more than
¼ turn at a time.
The SB-1 actuator is a basic SMB-1 actuator with the housing cover, drive sleeve, and locknut
modified to provide spring compression to the stem nut. The disassembly/assembly procedure for
the SMB-0 is applicable (Section 7.3.1, SMB-0, 1, 2, 3 and 4 Disassembly and Section 7.3.3, SMB-0,
1, 2, 3 and 4 Reassembly), with the following procedures replacing Step 11 and stem nut removal
procedure.
8.3.1 SB-1 Disassembly/Stem Nut Removal
Piece numbers refer to Figure 8.3.
1. Remove the Spring Housing (piece #159).
2. Remove the Spring Housing Adapter (piece #156).
3. Remove the Thrust Spring Bearing Cartridge (piece #151). The Belleville Springs (piece #153),
Seal Bushings (piece #160) and Belleville Spring Shim (piece #154) will come off with the Thrust
Spring Bearing Cartridge.
4. Remove the Thrust Sleeve (piece #147). Be careful not to loosen or damage the Quad Ring (piece
#150). The Bearing (piece #146) will come out with the Thrust Sleeve (piece #147).
5. Remove the Bearing Retainer (piece #155). Remove the Drive Sleeve (piece #11) in accordance
with Step 12 of Section 7.3.1, SMB-0, 1, 2, 3 and 4 Disassembly. If only the Stem Nut (piece
#20) is to be removed, see Step 6.
6. If the actuator is not on the valve, the Stem Nut (piece #20) is accessible. If the actuator is on the
valve, bolt the Bearing Retainer (piece #155) to the housing using two
bolts.
a. Place the actuator in hand operation.
b. Rotate the Handwheel in the direction to effect a downward movement of the stem—usually
the close direction. The Stem Nut will climb up the stem until it clears its splines.
c. Rotate the Stem Nut off the stem.
5
⁄8" x 11 UNC x1¼" long
88
8.3.2 SB-1 Reassembly/Stem Nut Installation
Piece numbers refer to Figure 8.3.
1. Replace the Stem Nut (piece #20).
a. If the actuator is not on the valve, the Stem Nut will drop in the Drive Sleeve (piece #11) until it
bottoms out on the shoulder in the bottom of the Drive Sleeve. Ensure splines are engaged.
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
b. If the actuator is mounted on the valve, thread the Stem Nut (piece #20) down the stem until
the splines hit. Put the actuator in manual operation. Rotate the Handwheel in the direction to
move the stem upward—usually the open direction. The Stem Nut will lower as the Handwheel
turns, until it bottoms out on the shoulder in the Drive Sleeve bottom and the stem starts to
move up.
2. Replace the Thrust Sleeve (piece #147) and the Bearing (piece #146). Ensure O-Ring (piece
#148) and Quad Ring (piece #150) are properly installed. Ensure the Thrust Sleeve engages the
splines on the top of the Stem Nut. The Thrust Sleeve will not rotate if engaged improperly.
3. Replace the Thrust Spring Bearing Cartridge (piece #151) along with the Belleville Springs (piece
#153) and Belleville Spring Shim (piece #154). Ensure the Belleville Springs are stacked as
indicated in Figure 8.3. Ensure the O-Ring (piece #162) is installed in the Thrust Sleeve.
4. Install the Spring Housing Adapter (piece #156) using a
1
⁄32" gasket.
5. Ensure the Seal Bushing (piece #160) and the O-Ring (piece #161) are properly installed in the
Spring Housing (piece #159).
6. Install the Spring Housing (piece #159) using a
1
⁄32" gasket.
Figure 8.3 – SB-1 Parts Diagram
01-416-0028-4
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 8.3 – SB-1 Parts List
PieceQuantityDescription
21Housing
111Drive Sleeve
161Worm Gear
201Stem Nut
261Seal Retainer Plate
281Spacer
691Limit Switch Compartment Cover Gasket
741Bearing Shim
751Bearing Cone
761Bearing Cup
771Bearing Cone
781Bearing Cup
931Quad Ring
1041Torque Switch
1461Bearing Cup
1471Thrust Sleeve
1481O-Ring
1501Quad Ring
1511Thrust Spring Bearing Cartridge
15314Belleville Spring
1541Belleville Spring Shim
1551Bearing Retainer
1561Spring Housing Adapter
1571Housing Cover Gasket
1581Adapter Gasket
1591Spring Housing
1601Seal Bushing
1611O-Ring
1621O-Ring
1631Plug for Indicator Shaft
1641Indicator Shaft
1651O-Ring
1661Indicator Lever
1671Indicator Pointer
1682Roll Pin
1691Indicator Spring
1701Indicator Dial Plate
1721O-Ring
1798Socket Head Cap Screw
1804Drive Screw
1812Flat Washers
2251Socket Head Set Screw
2408Lockwasher
2411Bearing Cone
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
8.4 SB-2
c WARNING: See Section 4.1 and 4.2 on Safety Precautions and Safety Practices before
proceeding with disassembly.
c WARNING: Extreme caution should be used in the disassembly and reassembly of the spring
compensator assembly. The compensator springs may be compressed (under load) even though
the line pressure has been removed from the valve and power is disconnected. Be sure that the
spring compensator indicator in the Spring Housing points to zero before beginning disassembly.
Remove the Spring Housing bolts by turning each bolt in order around the housing no more than
¼ turn at a time.
The SB-2 actuator is a basic SMB-2 actuator with the housing cover, drive sleeve, and locknut modified to provide spring compression to the stem nut. The disassembly/assembly procedure for the
SMB-2 is applicable (Sections 7.3.1, SMB-0, 1, 2, 3 and 4 Disassembly and Section 7.3.3, SMB-0,
1, 2, 3 and 4 Reassembly), with the following procedures replacing Step 11 and stem nut removal
procedure.
8.4.1 SB-2 Disassembly/Stem Nut Removal
Piece numbers refer to Figure 8.4.
1. Remove Spring Housing Cover (piece #161).
2. Remove Spring Cartridge (piece #173), complete with Belleville Springs (piece #179), Thrust
Washers (piece #178), Thrust Limit Sleeve (piece #199), and Spring Retainer Cap (piece #180).
NOTE: The spring assembly should not be disassembled unless absolutely necessary.
To disassemble the compensator spring cartridge:
a. Remove the Spring Retainer Cap (piece #180). Be careful to remove the set screws securing
the Spring Retainer Cap to the Spring Cartridge before trying to remove locknut.
b. Lift off the Thrust Washer (piece #178), the Belleville Springs (piece #179), and the Thrust
Limit Sleeve (piece #199).
To reassemble the Spring Cartridge:
a. Position the Belleville Springs (piece #179) between the two Thrust Washers (piece #178) as
shown in Figure 8.4.
b. Thread Spring Retainer Cap (piece #180) onto the Spring Cartridge (piece #173) until it hits
the shoulder on the cartridge.
c. Reinstall set screws or drill and tap for new set screw locations.
3. Remove the Thrust Sleeve (piece #168), complete with the Bearing Cup (piece #169) and the
Bearing Cone (piece #170).
4. Read Step 6. Remove the Spring Housing (piece #163).
5. Remove the Drive Sleeve in accordance with Step 12 of Section 7.3.1, SMB-0, 1, 2, 3 and 4
Disassembly. If only the Stem Nut (piece #20) is to be removed, see Step 6.
6. If the actuator is not on the valve, lift the Stem Nut (piece #20) directly from the actuator. If the
actuator is on the valve, bolt a support bar across the top of the actuator Housing to hold the
Bearing Cone (piece #77) and the Bearing Cup (piece #78) in place.
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
a. Place the actuator in hand operation.
b. Rotate the Handwheel in the direction to effect a downward movement of the stem—usually
the close direction. The Stem Nut will climb up the stem until it clears its splines.
c. Rotate the Stem Nut off the stem.
8.4.2 SB-2 Reassembly/Stem Nut Installation
Piece numbers refer to Figure 8.4.
1. Replace the Stem Nut (piece #20).
a. If the actuator is not on the valve, the Stem Nut will drop in the Drive Sleeve (piece #11) until it
bottoms out on the shoulder of the Drive Sleeve. Ensure splines are engaged.
b. If the actuator is mounted on the valve, thread the Stem Nut (piece #20) down the stem until
the splines hit. Put the actuator in manual operation. Rotate the Handwheel in the direction to
move the stem upward—usually the open direction. The Stem Nut will lower as the Handwheel
turns, until it bottoms out on the shoulder in the Drive Sleeve and the stem starts to move up.
2. Replace the Thrust Sleeve (piece #168) and the Bearing Cup and Cone (piece #169, 170). Ensure
the Quad Ring (piece #194) and the O-Ring (piece #176) are properly installed. Ensure the Thrust
Sleeve engages the splines on the top of the Stem Nut—the Thrust Sleeve will not rotate if
engaged improperly.
3. Clean the Housing (piece #2), flange, and mounting flange of the Spring Housing (piece #163).
4. Install the Spring Housing without any gasket. Measure the gap between the Spring Housing
(piece #163) and the Housing (piece #2).
5. Remove the Spring Housing (piece #163). Install a gasket between the Housing and the Spring
Housing. The gasket thickness should be the same as the gap measured in Step 4, plus an
allowance for the compressibility of the gasket material used. If an exact gasket thickness can not
be obtained, use the next higher thickness gasket available.
6. Install Spring Housing (piece #163).
7. Replace Spring Cartridge (piece #173) as an assembly. Install O-Ring (piece #197) in Spring
Cartridge Cap.
8. Install Spring Housing Cover (piece #161) using a gasket of sufficient thickness, including
allowance for compressibility, to fill any gap between the Spring Housing Cover and the Spring
Housing.
92
Figure 8.4 – SB-2 Parts Diagram
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
01-416-0030-4
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 8.4 – SB-2 Parts List
PieceQuantityDescription
21Housing
111Drive Sleeve
161Worm Gear
201Stem Nut
261Seal Retainer Plate
281Spacer
661Spring Housing Gasket
691Limit Switch Compartment Cover Gasket
741Bearing Shim
751Bearing Cone
761Bearing Cup
771Bearing Cone
781Bearing Cup
931Quad Ring
981Grease Fitting
1041Torque Switch
1611Spring Housing Cover
1631Spring Housing
1681Thrust Sleeve
1691Bearing Cup
1701Bearing Cone
1731Spring Cartridge
1761O-Ring
1782Thrust Washer
1795Belleville Spring
1801Spring Retainer Cap
1812Socket Head Set Screw
1831Indicator Shaft
1841Roll Pin
1871O-Ring
1901Indicator Dial
1921Indicator Pointer
1941Quad Ring
1951Indicator Spring
1961Indicator Lever
1971O-Ring
1981Spring Cover Gasket
1991Thrust Limit Sleeve
2001Indicator Shaft Bushing
2012Socket Head Set Screw
20211Socket Head Cap Screw
20312Lockwasher
20412Lockwasher
20512Socket Head Cap Screw
2062Drive Screw
2071Socket Head Cap Screw
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
8.5 SB-3
c WARNING: See Section 4.1 and 4.2 on Safety Precautions and Safety Practices before
proceeding with disassembly.
c WARNING: Extreme caution should be used in the disassembly and reassembly of the spring
compensator assembly. The compensator springs may be compressed (under load) even though
the line pressure has been removed from the valve and power is disconnected. Be sure that the
spring compensator indicator in the Spring Housing points to zero before beginning disassembly.
Remove the Spring Housing bolts by turning each bolt in order around the housing no more than
¼ turn at a time.
The SB-3 actuator is a basic SMB-3 actuator with the housing cover, drive sleeve, and locknut modified to provide spring compression to the stem nut. The disassembly/assembly procedure for the
SMB-3 is applicable (Sections 7.3.1, SMB-0, 1, 2, 3 and 4 Disassembly and Section 7.3.3, SMB-0,
1, 2, 3 and 4 Reassembly), with the following procedures replacing Step 11 and stem nut removal
procedure.
8.5.1 SB-3 Disassembly/Stem Nut Removal
Piece numbers refer to Figure 8.5.
1. Remove the Spring Housing (piece #140).
2. Remove the Spring Cartridge (piece #149), complete with Belleville Springs (piece #152), Thrust
Washers (pieces #150, 153), Deflection Limit Sleeve (piece #161), and Spring Retainer Cap
(piece #166).
NOTE: The spring assembly should not be disassembled unless absolutely necessary.
To disassemble the Spring Cartridge:
a. Remove the Spring Retainer Cap (piece #166). Be careful to remove the set screws securing
the Spring Retainer Cap to the Spring Cartridge before trying to remove Spring Retainer Cap .
b. Lift off Thrust Washer (piece #150), Belleville Springs (piece #152), Deflection Limit Sleeve
(piece #161) and Thrust Washer (piece #153).
To reassemble the Spring Cartridge:
a. Position Belleville Springs (piece #152) between the two Thrust Washers (pieces #153 and
#150) as shown in Figure 8.5.
b. Thread the Spring Retainer Cap (piece #166) onto the Spring Cartridge (piece #149) until the
Spring Retainer Cap touches the Thrust Washer. Add ¾ turn.
c. Reinstall set screws or drill and tap for new set screw locations.
d. Install Deflection Limit Sleeve (piece #161).
3. Remove the Bearing Cartridge (piece #154), complete with Bearing Cup and Cone (pieces #147
and #148).
4. Remove Centering Ring (piece #167) and the Drive Sleeve Bearing Cartridge (piece #3).
5. Remove Drive Sleeve (piece #11) in accordance with Step 12 of Section 7.3.1, SMB-0, 1, 2, 3 and
4 Disassembly. If only the Stem Nut (piece #20) is to be removed, see Step 6.
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6. If the actuator is not on the valve, the Stem Nut (piece #20) is accessible. If the actuator is on the
valve, bolt the Drive Sleeve Bearing Cartridge (piece #3) to the Housing (piece #2) using two
UNC x 9 UNC x 1½" long bolts to hold the Bearing Cone and Cup (pieces #77 and 78) in place.
a. Place the actuator in hand operation.
b. Rotate the Handwheel in the direction to effect a downward movement of the stem—usually
the close direction. The Stem Nut will climb up the stem until it clears its splines.
c. Rotate the Stem Nut off the stem.
7
⁄8"
8.5.2 SB-3 Reassembly/Stem Nut Installation
Piece numbers refer to Figure 8.5.
1. Replace the Stem Nut (piece #20).
a. If the actuator is not on the valve, the Stem Nut will drop in the Drive Sleeve (piece #11) until it
bottoms out on the shoulder of the Drive Sleeve. Ensure splines are engaged.
b. If the actuator is mounted on the valve, thread the Stem Nut (piece #20) down the stem until
the splines hit. Put the actuator in manual operation. Rotate the Handwheel in the direction to
move the stem upward—usually the open direction. The Stem Nut will lower as the Handwheel
turns, until it bottoms out on the shoulder in the Drive Sleeve and the stem starts to move up.
2. Replace the Bearing Cartridge (piece #154) and the Bearing Cup and Cone (pieces #147, 148).
Ensure Quad Ring (piece #168) and O-Ring (piece #163) are properly installed. Ensure the
Bearing Cartridge engages the splines on the top of the Stem Nut—the Bearing Cartridge will not
rotate if engaged properly.
3. Replace the Centering Ring (piece #167).
4. Replace the Spring Cartridge (piece #149) as an assembly along with the Belleville Springs (piece
#152), Thrust Washers (pieces #150, 153), and Spring Retainer Cap (piece #166).
5. Replace the Deflection Limit Sleeve (piece #161).
6. Verify that the O-Ring (piece #160) is properly installed in the Spring Retainer Cap (piece #166).
Install the Spring Housing (piece #140), adding a gasket for sufficient thickness to fill in the gap
“a,” making an allowance for the gasket material compressibility.
96
Figure 8.5 – SB-3 Parts Diagram
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
01-416-0029-4
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SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
Table 8.5 – SB-3 Parts List
PieceQuantityDescription
21Housing
31Drive Sleeve Bearing Cartridge
61Limit Switch Compartment Cover
111Drive Sleeve
161Worm Gear
201Stem Nut
261Seal Retainer Plate
281Worm Gear Spacer
651Spring Housing Gasket
661Housing Cover Gasket
691Limit Switch Compartment Cover Gasket
741Bearing Shim
751Bearing Cone
761Bearing Cup
771Bearing Cone
781Bearing Cup
931Quad Ring
981Grease Fitting
1041Torque Switch
1401Spring Housing
1471Bearing Cup
1481Bearing Cone
1491Spring Cartridge
1501Thrust Washer
15210Belleville Spring
1531Thrust Washer
1541Bearing Cartridge
1551Indicator Dial
1561Indicator Shaft
1571Indicator Lever
1581Indicator Pointer
1591Indicator Spring
1601O-Ring
1611Deflection Limit Sleeve
1621O-Ring
1631O-Ring
1642Roll Pin
1651Socket Head Set Screw
1661Spring Retainer Cap
1671Centering Ring
1681Quad Ring
1694Drive Screw
1745Flat Washer
1761Socket Head Set Screw
17912Socket Head Cap Screw
18012Lockwasher
SMB Series/SB Series Installation and Maintenance FCD LMENIM1401-04-AQ – 01/15
8.6 SB-4
c WARNING: See Section 4.1 and 4.2 on Safety Precautions and Safety Practices before
proceeding with disassembly.
c WARNING: Extreme caution should be used in the disassembly and reassembly of the spring
compensator assembly. The compensator springs may be compressed (under load) even though
the line pressure has been removed from the valve and power is disconnected. Be sure that the
spring compensator indicator in the Spring Housing points to zero before beginning disassembly.
Remove the Spring Housing bolts by turning each bolt in order around the housing no more than
¼ turn at a time.
The SB-4 actuator is a basic SMB-4 actuator with the housing cover, drive sleeve, and locknut modified to provide spring compression to the stem nut. The disassembly/assembly procedure for the
SMB-4 is applicable (Sections 7.3.1, SMB-0, 1, 2, 3 and 4 Disassembly and Section 7.3.3, SMB-0,
1, 2, 3 and 4 Reassembly), with the following procedures replacing Step 11 and stem nut removal
procedure.
8.6.1 SB-4 Disassembly/Stem Nut Removal
Piece numbers refer to Figure 8.6.
1. Remove the Spring Housing (piece #163).
2. Remove the Thrust Washer (piece #178).
3. Remove the Spring Cartridge Assembly including the Spring Cartridge (piece #173), Belleville
Spring (piece #179), and Spring Cartridge Cover (piece #180).
4. Remove the Bearing Cartridge (piece #168). Bearing Cone (piece #169) and Bearing Cup (piece
#170) will come out with the Bearing Cartridge.
5. Remove the Housing Cover Cartridge (piece #155).
6. Remove the Drive Sleeve (piece #11) in accordance with Step 12 of Section 7.3.1, SMB-0, 1, 2, 3
and 4 Disassembly. If only the Stem Nut (piece #20) is to be removed, see Step 7.
7. If the actuator is not on the valve, the Stem Nut (piece #20) is accessible. If the actuator is on the
valve, bolt the Housing Cover Cartridge (piece #155) to the Housing (piece #2) using two 1"-8
UNC x 2.5" long bolts.
a. Place the actuator in hand operation.
b. Rotate the Handwheel in the direction to effect a downward movement of the stem—usually
the close direction. The Stem Nut will climb up the stem until it clears its splines.
c. Rotate the Stem Nut off the stem.
8.6.2 SB-4 Reassembly/Stem Nut Installation
Piece numbers refer to Figure 8.6.
1. Replace the Stem Nut (piece #20).
a. If the actuator is not on the valve, the Stem Nut will drop in the Drive Sleeve (piece #11) until it
bottoms out on the shoulder of the Drive Sleeve. Ensure splines are engaged.
b. If the actuator is mounted on the valve, thread the Stem Nut (piece #20) down the stem until
the splines hit. Put the actuator in manual operation. Rotate the Handwheel in the direction to
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move the stem upward—usually the open direction. The Stem Nut will lower as the Handwheel
turns, until it bottoms out on the shoulder in the Drive Sleeve and the stem starts to move up.
2. Replace the Bearing Cartridge (piece #168), the Bearing Cone (piece #169), and the Bearing
Cup (piece #170). Ensure the O-Ring (piece #175) and the Quad Ring (piece #176) are properly
installed. Ensure the Bearing Cartridge engages the splines on the top of the Stem Nut—the
Bearing Cartridge will not rotate if engaged improperly.
3. Replace the Spring Cartridge (piece #173) as an assembly with Thrust Washer (piece #178)
installed in the bottom and the Belleville Spring (piece #179) arranged as shown in Figure 8.6.
Also include the Spring Cartridge Cover (piece #180) and the O-Ring (piece #181).
4. Replace the Thrust Washer (piece #178) on the top of the Spring Cartridge.
5. Replace the Spring Housing (piece #163) with a
1
⁄32" gasket.
6. Remove the Cover Plate (piece #188). Realign deflection indicator.
7. Pull the Pointer and the Pointer Shaft outward and move to “O” deflection.
8. Push the Pointer and the Pointer Shaft back in and replace the Cover Plate (piece #188).
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