rotork SPI Series, SPI 1, SPI 2, SPI 3, SPI 4 Installation, Operating & Maintenance Instruction Manual

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SPI

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PUB132-002-00_0219

INSTALLATION, OPERATING &

MAINTENANCE INSTRUCTION MANUAL

SPI

SMART POSITION INDICATOR

⚠ This manual contains important safety information. Please ensure it is thoroughly

read and understood before installing the equipment.

Rotork Gears

9 Brown Lane West

Leeds

LS12 6BH

United Kingdom

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SPI

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PUB132-002-00_0219

Contents

1 Health and Safety ............................................................................................................... 3

2 Specific Conditions of Use for Hazardous Area Approved Units ........................................ 4

3 Specifications and Intended Use ........................................................................................ 4

4 Storage ................................................................................................................................ 5

5 Unpacking & Handling ........................................................................................................ 6

6 Installation .......................................................................................................................... 6

7 Commissioning ................................................................................................................... 8

8 Operation .......................................................................................................................... 11

9 Maintenance ..................................................................................................................... 11

10 Special Tools ..................................................................................................................... 11

11 Spare Parts ........................................................................................................................ 12

12 Torque Tightening Figures ................................................................................................ 12

13 SPI Approvals .................................................................................................................... 12

List of Figures

Figure 1 – SPI Thrust Taking Output Sleeve Assembly ..................................................................... 7

Figure 2 – SPI Thrust Bearing Arrangement ..................................................................................... 7

Figure 3 – SPI Output Sleeve Machining / Sealing Faces .................................................................. 7

Figure 4 – Sealant Location Face ...................................................................................................... 8

Figure 5 – SPI Commissioning: Access .............................................................................................. 9

Figure 6 – SPI Commissioning: Adjustable Parts for Ex i Variants .................................................. 10

Figure 7 – SPI Commissioning: Adjustable Parts for Ex e d and Non-Hazardous Area Variants……10

List of Tables

Table 1 – Torque Tightening Figures .............................................................................................. 12

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SPI

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1 Health and Safety

This manual is produced to enable a competent user to install, operate, adjust and inspect the Rotork SPI
Smart Position Indicator. Only persons competent by virtue of their training or experience should install,
maintain and repair Rotork equipment.

Under no circumstances should replacement parts be used in this product, other than those supplied or
specified by Rotork.

Work undertaken must be carried out in accordance with the instructions in this and any other relevant
manuals.

If the product is used in a manner not specified in this manual and any other Rotork manual, the protection
provided by this product may be impaired.

The user and those persons working on this equipment should be familiar with their responsibilities under
any statutory provisions relating to the health and safety of their workplace. Due consideration of additional
hazards should be taken when using this product with other equipment. Should further information and
guidance relating to the safe use of Rotork products be required, it will be provided on request.

The electrical installation of this product should be carried out in accordance with the national legislation
and statutory provisions relating to the safe use of this equipment, applicable to site of installation.

For the UK: Electricity at Work Regulations 1989 and the guidance given in the applicable editions of the ‘IEE

Wiring Regulations’ should be applied. Also the user should be fully aware of their duties under the Health

and Safety Act 1974.

The mechanical installation should be carried out as outlined in this manual and also in accordance with
relevant standards such as British Standard Codes of Practice and EN/IEC 60079-14.

If the product has nameplates indicating that it is suitable for installation in hazardous areas then it may be
installed in Zone 1 and Zone 2 classified hazardous area locations only. It should not be installed in
hazardous area locations with an ignition temperature less than 135°C, unless suitability for lower ignition
temperatures has been indicated on the device nameplate.

The product should only be installed in hazardous areas location compatible with the gas groups stated on
the nameplate.

The electrical installation, maintenance and the use of the product should be carried out in accordance with
the code of practice relevant for that particular hazardous area certification.

No inspection or repair should be undertaken unless it conforms to the specific hazardous area certification
requirements. Under no circumstances should any modification or alteration be carried out on the product
as this could invalidate its hazardous area approval certification. Access to live electrical conductors is
forbidden in the hazardous area unless this is done under a special permit to work, otherwise all power
should be isolated and the product moved to a non-hazardous area for repair or attention.

⚠ WARNINGS ⚠

⚠ Operation: The SPI must only be used as intended. Equipment not used in the manner described may

lead to excessive risk and the possibility of serious injury or death.

⚠ Electrical Rating: Do not exceed electrical ratings stated on the equipment. Failure to adhere to this may

lead to the possibility of fire, serious injury or death.

⚠ Protective Earthing: The equipment must be earthed. Failure to adhere to this may lead to the possibility

of fire, serious injury or death.

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SPI

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⚠ Isolation: The equipment must be isolated / de-energised prior to removal of covers / servicing. Failure

to adhere to this may lead to possibility of fire, serious injury or death.

⚠ Wiring: Do not replace any wiring with wiring rated to a lesser rating. Ensure that wiring terminals are

correctly integrated into additional wiring circuits with respect to local wiring regulation. The risk associated
with connection of terminals is placed solely on the installer. Failure to adhere to this may lead to fire,
serious injury or death.

⚠ Service Altitude: The product installation altitude must be restricted to less than 2000 m as defined by

IEC61010-1.

⚠ Enclosure Materials:

Housing, Cover & Body: Aluminium (anodised)

Optional Thrust Base Body: Steel

Input & Output Shafts: Steel

Fasteners: Stainless Steel

Input Lip Seal: Nitrile

Shaft Bush: Steel/Bronze + PTFE

The user must ensure that the operating environment and any materials surrounding the SPI cannot lead to
a reduction in the safe use of, or the protection afforded by, the product. Where appropriate the user must
ensure the product is suitably protected against its operating environment.

⚠ Operating Speed: The SPI unit is not designed to be operated by anything other than a hand wheel, as

such it must not be operated by any high speed device such as a drill, etc.

2 Specific Conditions of Use for Hazardous Area Approved Units

1. This equipment incorporates an anodized outer surface. To avoid the possibility of electrostatic
charges, cleaning must only be carried out with a damp cloth.

2. The SPI product is only for use in manual applications.

3. In cases where two intrinsically safe proximity sensors are installed the associated circuits are to be
considered as separate intrinsically safe circuits, the stated input parameters being applied to each
circuit separately.

3 Specifications and Intended Use

3.1 Scope of Use

Rotork SPI units are valve position indicators. They are designed to be mounted to an actuating gearbox, or
directly mounted to smaller valves for either non-thrust taking, or with the addition of a thrust base
assembly, thrust taking applications.

The unit is designed to mechanically indicate valve position locally, and electrically signal open / close
position of the valve to a remote location, as well as transmit the required operating torque to the valve
actuating gearbox or valve via an input shaft mounted handwheel.

Rotork products should not be modified in any way nor should any parts be removed without first consulting
Rotork. For applications outside of this scope, please contact Rotork. The user alone is responsible for the
appropriate use of the SPI in consideration of the basic conditions existing at the plant.

When using this document, also refer to the contract specific general arrangement drawing.