Flowserve SMB User Manual

	USER INSTRUCTIONS
Limitorque ® SMB Series/SB Series	Installation
FCD LMENIM1401-04-AQ – 1/15	Operation
	Maintenance

Experience In Motion

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

Contents

1		Introduction		6
	2 Product Capabilities and Features			7
	3	Actuator Weights		10
	4	Installation Instructions		11
		4.1	Safety Precautions	11
		4.2	Safety Practices	12
		4.3	Actuator Preparation	12
			4.3.1 Mounting Base	13
			4.3.2 Stem Acceptance	13
			4.3.3 Terminal Connections	14
		4.4	Setting The Limit Switch	14
			4.4.1 Two-Train Geared Limit Switch	15
			4.4.2 Four-Train Geared Limit Switch	18
		4.5	Setting Torque Switch	20
			4.5.1 SMB-000 “Cam Style” Double Torque Switch	20
			4.5.2 SMB-000 and SMB-00 “C Style” Double Torque Switch	23
			4.5.3 SMB-0 through SMB-5 Double Torque Switch	25
		4.6	Position Indication	27
			4.6.1 Local Position Indicator	27
			4.6.2 Remote Position Indicator (50 ohm or 1000 ohm Potentiometer)	27
			4.6.3 Remote Position Indicator (Resistance-to-Current Signal Converter)	28
		4.7	Additional Electrical Components	30
			4.7.1 Reversing Starter	30
			4.7.2 Overload Relays	30
			4.7.3 Control Station	31
	5	Operation		32
		5.1	Motor Operation	32
		5.2	Manual Operation	33
			5.2.1 SMB-000 and SMB-00	33
			5.2.2 SMB-0 through SMB-4	34
			5.2.3 SMB-5 through SMB-5T	34
	6	Maintenance		35
		6.1	Routine Maintenance	35
		6.2	Major Maintenance	36
		6.3	Lubrication	36
			6.3.1 Lubrication Inspection	36
			6.3.2 Standard Lubricant	37
			6.3.3 Minimum Lubricant Qualities Required	38
	7 SMB Disassembly and Reassembly			39
		7.1 SMB-000		39
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

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

Tables

Table 3.1 – Actuator Weights	10
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

1

6

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:

cc WARNING: Refers to personal safety. Alerts the user to potential danger. Failure to follow warning notices could result in personal injury or death.

aa CAUTION: Directs the user’s attention to general precautions that, if not followed, could result in personal injury and/or equipment damage.

NOTE: Highlights information critical to the user’s understanding of actuator installation and operation.

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

2 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

cc 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 compart-
ment. The nameplate contains the following information:
•	Point of Manufacture
•	Unit Size
• Order Number
• Serial Number		7

•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

Handwheel

Motor

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 Weights1

Actuator		Weight1			Adder for SB				Adder for SBD
	lb.		kg		lb.		kg		lb.		kg
SMB-000			62		N/A		N/A		N/A		N/A
	135
SMB-00	200		90		65		30		100		46
SMB-0	350		159		180		83		210		97
SMB-1	460		209		200		92		325		150
SMB-2	580		263		220		101		345		159
SMB-3	1200		553		500		230		825		380
SMB-4	2020		916		795		366		1285		591
SMB-5&5T	3375		1531		N/A		N/A		N/A		N/A
SMB-5XT	5875		2665		N/A		N/A		N/A		N/A

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

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

4 Installation Instructions

4.1 Safety Precautions

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

attempting to install, operate, or troubleshoot the Limitorque actuator.
cc WARNING: Be aware of electrical hazards. Turn off incoming power before working on the
actuator and before opening the switch compartment.
cc 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.
cc 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.
cc 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.
cc 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.
cc WARNING: Do not exceed any design limitations or make modifications to this equipment
without first consulting Limitorque.
cc WARNING: Actuators equipped with electrical devices (motors, controls) requiring field wiring	11
must be wired and checked for proper operation by a qualified tradesman.

cc 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

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

aa CAUTION: Do not operate the valve under motor operation without first setting or checking the limit switch setting and motor direction.

aa CAUTION: Do not force the declutch lever into the motor operation position. The lever returns to this position automatically when the motor is energized.

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

aa 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.

aa 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.

aa 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

4.3.1 Mounting Base

Table 4.1 – Mounting Base Dimensions

Mounting Holes			Tap Dimensions
Actuator		Quantity	Standard	Optional
SMB-000		4	5⁄16-18 UNC x .63" deep	N/A
SMB-00		4	5⁄8-11 UNC x 1.13" deep	M16-2 x 29 mm deep
SMB-0		4	3/4-10 UNC x 1.00" deep	M20-2.5 x 26 mm deep
SMB-1		8	5⁄8-11 UNC x 1.00" deep	M16-2 x 26 mm deep
SMB-2		8	3/4-10 UNC x 1.13" deep	M20-2.5 x 29 mm deep
SMB-3		8	7⁄8-9 UNC x 1.75" deep	M30-3.5 x 45 mm deep
SMB-4		8	11/4-7 UNC x 2.00" deep	M36-4 x 64 mm deep
SMB-5		12	11/2-6 UNC x 3.00" deep	N/A
SMB-5T		16	1-8 UNC x 2.00" deep	N/A
SMB-5XT		16	Consult Factory	N/A

4.3.2 Stem Acceptance

Table 4.2 – Maximum Stem Acceptance

Two-piece nut design (drive sleeve & stem nut) Max threaded				Max bore & keyway
Actuator	inch	mm		inch		mm
SMB-000		35		1.125 w/ 1/4 x 3⁄32		26.0 w/ 8x3.5
	1.375
SMB-00	1.75	44		1.500 w/ 3⁄8 x 1⁄8		37.0 w/ 10x4
SMB-0	2.375	60		1.875 w/ 1/2 x 3⁄16		48.0 w/ 14x4.5
SMB-1	2.875	73		2.438 w/ 5⁄8 x 7⁄32		62.0 w/ 18x5.5
SMB-2	3.5	89		2.875 w/ 3/4 x 1/4		73.0 w/ 20x6
SMB-3	5	127		4.250 w/ 1.0 x 3⁄8		108.0 w/ 28x8
SMB-4	5	127		4.500 w/ 1.0 x 1/2		114.0 w/ 32x9
SMB-5	6.25	159		5.250 w/ 11/4 x 7⁄16		133.0 w/ 36x10
SMB-5T	N/A	N/A		6.000 w/1 1/2 x 1/2		152.0 w/ 40x11
SMB-5XT	N/A	N/A		10.000 w/ 11/4 x 5/8		N/A
SB-00	1.25	32
SB-0	2.375	60
SB-1	2.625	66
SB-2	3.50	89
SB-3	4.00	102
SB-4	5.00	127

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

4.3.3 Terminal Connections

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

Figure 4.1 – Wiring Connections

A

C

B

Table 4.3– Terminal Connections

AWG	Screw Hole	Insulation		Thomas &		A		B		C
				Betts P/N
22-16		Vinyl		18RA-10		.97		.31		.27
	#10
18-14	#10	Vinyl		14RB-10		.97		.31		.27
12-10	#10	Vinyl		14RC-10		1.06		.31		.27

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

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

cc WARNING: Disconnect all incoming power before opening or replacing the limit switch compartment cover.

aa CAUTION: When wiring control circuits, distinguish between “normally open” and “normally closed” terminals on the geared limit switch.

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

aa CAUTION: Do NOT use abrasive cloth to clean the silver contacts on the limit switch. Contacts should be burnished using appropriate burnishing tool.

aa 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.

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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

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

63

Contact Finger	56
	62

42

GAP

GAP

65	67	66
64		L-Bracket

2		3				10			5		1									52						44							46																43											47																		51														41						50											49

61

													68
	16	9	11	6	8	7	55	4	58	45	48	53	69	54
													71

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

Table 4.4 – Two-Train Geared Limit Switch Parts List

Piece Description

1Cartridge

2Drive Sleeve and Shaft

3Drive Pinion

4Drive Pinion (Secondary)

5Declutch Spring

6Bushing

7O-Ring

8Pin

9Groove Pin

10Washer

11Oil Seal

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 (For Intermittent Gear Shaft piece #42) (Not shown)

58Groove Pin

61Finger Base

62Right Hand Finger Assembly

63Left Hand Finger Assembly

64Long Hex Head Machine Screw

65Lockwasher

66Hex Nut

67Washer

68Long Fillet Head Cap Screw

69Internal Tooth Lockwasher

71	Flat Washer

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

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

46 43 53 41 54 48 61

25	26			21			35				34	28				27					30							29

18

22	23	26	24	31	55	44	58	45	42 68	57 47 50	49
				32		52			69
									71

01-472--00077-3-3

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

Table 4.5 – Four-Train Geared Limit Switch Parts List

Piece Description

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

69	Internal Tooth Lockwasher	19
71	Flat Washer

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

4.5 Setting Torque Switch

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

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

cc WARNING: Do not attempt to remove either the spring cartridge cap or the housing cover from the actuator while the valve is torque-seated.

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

aa 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.

20

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

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

9	12	11	10	5	6	4	8	14	37
					7

5

4

3 2

1

5

4

3

2

1

38								2
39									45	13	15
									SECTION A-A
27	25	23	21	3	2	19	37	36
				A			44
								B

42

42

VIEW B-B

A

B

30	32	31	25	22	20		17	1	16	18	33	34	35
	27	24	25	26	25	23	22	21	43		20

28 29

0101-474-474-0056-0056-4 -4

21

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

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

	Piece	Description
	1	Terminal Block
	2	Contact Block
	3	Contact Screw
	4	Finger Holder
	5	Finger
	6	Shunt
	7	Shunt Washer
	8	Rivet
	9	Finger Spring Stud
	10	Compression Spring
	11	Spring Cup Washer
	12	Cotter Pin
	13	Hex Head Machine Screw
	14	Ring Tongue Connector
	15	Shakeproof Lockwasher, Internal Teeth
	16	Torque Switch Mounting Bracket
	17	O-Ring
	18	O-Ring
	19	Socket Head Cap Screw
	20	Cam
	21	Torsion Spring
	22	Spring Mandrel
	23	Dial
	24	Shaft
	25	Striker
	26	Torque Limiting Plate
	27	Striker Hub
	28	Roll Pin
	29	Swage Nut
	30	Pan Head Screw
	31	Shakeproof Lockwasher, External Teeth
	32	Flatwasher
	33	Arm
	34	Roller
	35	Roller Pin
	36	Groove Pin
	37	Arc Barrier
	38	Pan Head Screw
	39	Lockwasher, External Tooth
	42	Spring Pin
	43	Cam Insert
	44	Bushing (For piece #16)
22	45	Washer

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

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

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

NOTE: See Section 4.3.3 for wiring connection requirements.

Piece numbers correspond to Figure 4.5 and Table 4.7.

To set the torque switch:

1.Verify all electric power is OFF.

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

3.Tighten Machine Screw (piece #35).

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

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

5 4 3

2

1

	23	8		14		1		43
								44
				13
									17
					2				33
									51
	25								37
	5			30	27
				34				4
46	11		31	25				3
				39			42	45
				27	29	16	47
				27					20
				36					25
				48
									12
				6
	3
	2
	1
				9
35	7				28	15	10	22	21
39/52	41
				18
	27/50				0101-473-473-0056-0056-3-3				23

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

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

	Piece	Description
	1	Terminal Block
	2	Contact Block
	3	Hex Nut - Remove and discard
	4	Contact Arm
	5	Dial
	6	Actuating Link
	7	Pointer
	8	Tripper Arm
	9	Shaft
	10	Contact Support
	11	Torque Limiter Plate
	12	Bushing (SMB-00 only)
	13	Roller
	14	Roller Pin
	15	Contact Finger
	16	Terminal Stud
	17	Compression Spring
	18	Torsion Spring
	20	Bearing
	21	O-Ring
	22	O-Ring
	23	Groove Pin
	25	Thrust Washer
	27	Lockwasher
	28	Groove Pin
	29	Hex Nut
	30	Hex Nut
	31	Cotter Pin
	33	Pan Head Machine Screw
	34	Hex Socket Set Screw
	35	Round Head Machine Screw
	36	Round Head Machine Screw
	37	Insulating Material
	39	Flatwasher
	41	Round Head Machine Screw
	42	Lockwasher, Internal Teeth
	43	Socket Head Cap Screw
	44	Lockwasher
	45	Mounting Bracket
	46	Dial Plate (SMB-00 only)
	47	Socket Head Cap Screw
	48	Lockwasher (SMB-000 only)
24	49	Insulator (SMB-000 only) - Not Shown
	50	Lockwasher (SMB-000 only)
	51	Lockwasher (SMB-000 only)
	52	Lockwasher (SMB-000 only)

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

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

		5
	4	3
3		3
2		2
1		1

		25
35	7	5
39		11

31

	41	18
	27

	8
	23			43
	12
		1		44
	13
	25
				17
	2			33
	30			37
	34			4
	25			45
39	29	16	42
27			47	3

27	20
36
6

9

28	15	10	22	21	25

01-473-00057-3

01-473- -3

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

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

Piece Description

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

25	Thrust 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

39 Flatwasher

41Round Head Machine Screw

42Lockwasher, Internal Teeth

43Socket Head Cap Screw

44Lockwasher

45Mounting Bracket

47	Socket Head Cap Screw

26

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 (SMB00), 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.

4.6.2Remote 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 potenti-
	ometer, 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.	27

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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.

4.6.3Remote 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.

28

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

Figure 4.7 – Typical Connection for a 50-ohm Potentiometer

Remote position indicator

0-10 volts full scale deflection

Voltmeter

type

25 Watt, 50 OHM Potentiometer type variable resistor mounted in SMB/SB housing

P1

P2

P3

RES

175 Watt, 2500 ohm Adjustable resistor

to be located adjacent to remote position indicator for voltage adjustment

Figure 4.8 – Typical Connection for a 1000-ohm Potentiometer

Potentiometer 1000 ohm 2 Watt in limit switch housing

Control voltage range 110 volts to 480 volts

(CCW) (CW)

P1 P2 P3

To customer’s equipment

Potentiometer slider rotates toward counter clockwise (CCW) terminal as valve opens

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

POT

1000

ohm

P2

4-20 mA

Output Signal

90

C

C

P1

P3

91

(–)

(+)

L2 L1

91

90

CL2

CL1

P1

P2

P3

(–)

(+)

PC Board

29

Connection

R to I Signal Converter

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

Figure 4.10 – Typical Connection for PT20SD R/I Converter

(+)

4-20 mA

Output (–) Signal

(+)

24 VDC or

18 VAC

See comments (–) under Section

4.6.3,

BLU

BLU

				POT
			1000		ohm
				(S)
			(CCW)		(CW)
			BLK	BRN	RED
Black	1	(+)mA	1	2 3
Brown	2	(–)mA	CCW		S CW
	3
Orange	4	+V			1
					2
	5
					3
Green	6			LK2
				AC	1
					2
18V		COM		DC

3

LK3

Signal Converter

115V

4.7 Additional Electrical Components

4.7.1 Reversing Starter

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

Each contactor consists of the following:

•three normally open power contacts

•one normally open circuit holding contact

•one normally closed interlock

•one magnetic holding coil.

The starter can be provided two ways:

•Mounted within the actuator limit switch compartment

•Supplied in a separate enclosure

4.7.2 Overload Relays

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

•Reset automatically if mounted as detailed in Figure 4.11.

•Reset manually if the reversing starter is furnished separately.

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

30