Samson 3371 Series Mounting And Operating Instructions

Type3371 Pneumatic Actuator
Translation of original instructions
Type3371 with 120cm² actuator area Type3371 with 350cm² actuator area
Mounting and Operating Instructions
EB 8317 EN
Edition November 2016
Note on these mounting and operating instructions
These mounting and operating instructions assist you in mounting and operating the device safely. The instructions are binding for handling SAMSON devices.
Î For the safe and proper use of these instructions, read them carefully and keep them for
later reference.
Î If you have any questions about these instructions, contact SAMSON‘s After-sales Service
Department (aftersalesservice@samson.de).
The mounting and operating instructions for the devices are included in the scope of delivery. The latest documentation is available on our website (www.samson.de) > Product documentation. You can enter the document number or type number in the [Find:] eld to look for a document.
Denition of signal words
!
DANGER
Hazardous situations which, if not avoided, will result in death or serious injury
!
WARNING
Hazardous situations which, if not avoided, could result in death or serious injury
2 EB 8317 EN
!
NOTICE
Property damage message or malfunction
Note
Additional information
Tip
Recommended action
Contents
1 Safety instructions and measures ...................................................................5
1.1 Notes on possible severe personal injury .........................................................7
1.2 Notes on possible personal injury ...................................................................7
1.3 Notes on possible property damage ................................................................8
2 Markings on the device ...............................................................................10
2.1 Actuator nameplate ......................................................................................10
3 Design and principle of operation ................................................................12
3.1 Direction of action ........................................................................................12
3.2 Signal pressure routing .................................................................................12
3.3 Fail-safe action ............................................................................................15
3.3.1 Version with direction of action "actuator stem extends" (FA) ...........................15
3.3.2 Version with direction of action "actuator stem retracts" (FE) ............................15
3.4 Mounting types ............................................................................................15
3.5 Versions ......................................................................................................17
3.6 Technical data .............................................................................................17
4 Measures for preparation ............................................................................19
4.1 Unpacking ..................................................................................................19
4.2 Transporting and lifting ................................................................................19
4.2.1 Transporting ................................................................................................19
4.2.2 Lifting ..........................................................................................................19
4.3 Storage .......................................................................................................19
4.4 Preparation for installation ............................................................................21
5 Mounting and start-up .................................................................................22
5.1 Mounting the actuator onto the valve .............................................................22
5.1.1 120cm² version ..........................................................................................24
5.1.2 350cm² version ..........................................................................................26
5.2 Changing the mounting type .........................................................................27
5.2.1 Changing the mounting type to mounting using rods (FormB to FormC) ..........27
5.2.2 Changing the mounting type to mounting using a crossbeam
(FormC to FormB) .......................................................................................28
5.3 Preloading the springs ..................................................................................28
EB 8317 EN 3
Contents
5.3.1 Increasing the actuator thrust ........................................................................29
5.3.2 Adapting the travel range .............................................................................29
5.4 Additional ttings .........................................................................................30
6 Operation ...................................................................................................31
6.1 On/off service .............................................................................................31
6.2 Reversal of the direction of action ..................................................................31
6.2.1 120cm² version ..........................................................................................32
6.2.2 350cm² version ..........................................................................................34
6.3 Version with travel stop .................................................................................36
6.3.1 Bottom travel stop (minimum travel) ...............................................................36
6.3.2 Top travel stop (maximum travel) ...................................................................37
6.4 Version with handwheel ................................................................................37
6.4.1 Operating the handwheel of version with "stem extends" direction of action .....37
6.4.2 Operating the handwheel of version with "stem retracts" direction of action ......37
7 Servicing.....................................................................................................38
7.1 Replacing the diaphragm .............................................................................39
7.1.1 120cm² version ..........................................................................................39
7.1.2 350cm² version ..........................................................................................41
7.2 Preparation for return shipment .....................................................................44
7.3 Ordering spare parts and operating supplies .................................................44
8 Malfunctions ...............................................................................................45
9 Decommissioning and disassembly ..............................................................46
9.1 Decommissioning .........................................................................................46
9.2 Removing the actuator from the valve ............................................................46
9.2.1 120cm² version ..........................................................................................46
9.2.2 350cm² version ..........................................................................................47
9.3 Relieving the spring compression in the actuator .............................................47
9.4 Disposal ......................................................................................................47
10 Annex.........................................................................................................48
10.1 After-sales service ........................................................................................48
10.2 Spare parts .................................................................................................49
4 EB 8317 EN
Safety instructions and measures

1 Safety instructions and measures

Intended use
The SAMSON Type3371 Actuator is designed for operating a mounted globe valve. In com­bination with the valve, the actuator is used to shut off the ow of liquids, gases or vapors in the pipeline. The actuator is suitable for on/off service. The actuator can be used in process­ing and industrial plants.
The actuator is designed to operate under exactly dened conditions (e.g. thrust, travel). Therefore, operators must ensure that the actuator is only used in applications that meet the specications used for sizing the actuator at the ordering stage. In case operators intend to use the actuator in other applications or conditions than specied, contact SAMSON.
SAMSON does not assume any liability for damage resulting from the failure to use the de­vice for its intended purpose or for damage caused by external forces or any other external factors.
Î Refer to the technical data and nameplate for limits and elds of application as well as
possible uses.
Reasonably foreseeable misuse
The actuator is not suitable for the following applications:
Use outside the limits dened during sizing and in the technical data
Use outside the limits dened by the accessories mounted on the actuator
Furthermore, the following activities do not comply with the intended use:
Use of non-original spare parts
Performing service and repair work not described in these instructions
Qualications of operating personnel
The actuator must be mounted, started up, serviced, and repaired by fully trained and quali­ed personnel only; the accepted industry codes and practices are to be observed. Accord­ing to these mounting and operating instructions, trained personnel refers to individuals who are able to judge the work they are assigned to and recognize possible hazards due to their specialized training, their knowledge and experience as well as their knowledge of the appli­cable standards.
EB 8317 EN 5
Safety instructions and measures
Personal protective equipment
We recommend wearing the following personal protective equipment when handling the Type3371 Pneumatic Actuator:
Protective gloves when mounting or removing the actuator Î Check with the plant operator for details on further protective equipment.
Revisions and other modications
Revisions, conversions or other modications to the product are not authorized by SAMSON. They are performed at the user's own risk and may lead to safety hazards, for example. Fur­thermore, the product may no longer meet the requirements for its intended use.
Safety devices
The Type3371 Actuator does not have any special safety equipment.
Warning against residual hazards
To avoid personal injury or property damage, plant operators and operating personnel must prevent hazards that could be caused in the actuator by the process medium, the operating pressure, the signal pressure or by moving parts by taking appropriate precautions. They must observe all hazard statements, warning and caution notes in these mounting and oper­ating instructions, especially for installation, start-up, and service work.
Responsibilities of the operator
The operator is responsible for proper operation and compliance with the safety regulations. Operators are obliged to provide these mounting and operating instructions as well as the referenced documents to the operating personnel and to instruct them in proper operation. Furthermore, the operator must ensure that operating personnel or third persons are not ex­posed to any danger.
Responsibilities of operating personnel
Operating personnel must read and understand these mounting and operating instructions as well as the referenced documents and observe the hazard statements, warning and caution notes specied in them. Furthermore, the operating personnel must be familiar with the ap­plicable health, safety and accident prevention regulations and comply with them.
6 EB 8317 EN
Safety instructions and measures
Referenced standards and regulations
According to the ignition risk assessment performed in accordance with EN13463-1:2009, section 5.2, the non-electrical actuators do not have their own potential ignition source even in the rare incident of an operating fault. As a result, they do not fall within the scope of Di­rective 2014/34/EU.
Î For connection to the equipotential bonding system, observe the requirements specied in
section 6.4 of EN60079-14 (VDE0165 Part 1).
Referenced documentation
The following documents apply in addition to these mounting and operating instructions:
− Mounting and operating instructions for the mounted valve e.g. uEB8111 for SAMSON Type3321 Valve
− Mounting and operating instructions for mounted valve accessories (positioner, solenoid valve etc.)
uAB0100 for tools, tightening torques, and lubricant

1.1 Notes on possible severe personal injury

!
DANGER
Risk of bursting in the actuator.
Actuators are pressurized. Improper opening can lead to actuator components burst­ing.
Î Before starting any work on the actuator, depressurize all plant sections con-
cerned and the actuator.
EB 8317 EN 7
Safety instructions and measures
1.2 Notes on possible personal injury
!
WARNING
Crush hazard arising from moving parts.
The actuator contains moving parts (actuator stem), which can injure hands or ngers if inserted into the actuator.
Î Do not insert hands or ngers into the yoke while the valve is in operation. Î While working on the actuator, disconnect and lock the pneumatic air supply as well
as the control signal.
Risk of personal injury due to preloaded springs.
Actuators with preloaded springs are under tension. They can be identied by the long bolts protruding from the bottom of the actuator.
Î Before starting any work on the actuator, relieve the compression from the preload-
ed springs (see section9.3).
Risk of personal injury when the actuator vents.
While the valve is operating, the actuator may vent when the valve opens or closes.
Î Install the control valve in such a way that the actuator does not vent at eye level. Î Use suitable silencers and vent plugs. Î Wear eye protection when working in close proximity to the control valve.
Damage to health relating to the REACH regulation.
If a SAMSON device contains a substance which is listed as being a substance of very high concern on the candidate list of the REACH regulation, this circumstance is indicat­ed on the SAMSON delivery note.
Î Information on safe use of the part affected, see
uhttp://www.samson.de/reach-en.html.
8 EB 8317 EN
Safety instructions and measures
1.3 Notes on possible property damage
!
NOTICE
Risk of actuator damage due to excessively high or low tightening torques.
Observe the specied torques on tightening actuator components. Excessively tightened torques lead to parts wearing out quicker. Parts that are not tightened far enough may loosen.
Î Observe the specied tightening torques (uAB0100).
Risk of actuator damage due to the use of unsuitable tools.
Certain tools are required to work on the actuator.
Î Only use tools approved by SAMSON (uAB0100).
Risk of actuator damage due to the use of unsuitable lubricants.
The lubricants to be used depend on the actuator material. Unsuitable lubricants may corrode and damage the valve surface.
Î Only use lubricants approved by SAMSON (uAB0100).
EB 8317 EN 9
Markings on the device
SAMSON 3371

2 Markings on the device

2.1 Actuator nameplate

The nameplate is stuck on the diaphragm casing (see Fig.1). The nameplate of the Type3371 with 120cm² actuator area is lo­cated on the bottom diaphragm case. The nameplate of the Type3371 with 350cm² actuator area is located on the top dia­phragm case.
Nameplate
It includes all details required to identify the device (see Fig.2):
1 Type designation 2 Conguration ID 3 Serial number 4 Permissible supply pressure p
max
in
bar/psi 5 Bench range in bar 6 Bench range in psi 7 Operating travel in mm 8 Symbol indicating fail-safe action
Actuator stem extends (FA)
Actuator stem retracts (FE)
9 Date of manufacture (month and year)
Fig.1: Location of nameplate
5 6
!
See technical data for ambient temperature
Model Var.-ID Serial no. Air supply max.
SAMSON AG D-60314 Frankfurt Made in Germany
Fig.2: Example for nameplate
Pneumatic Actuator 120 cm²
1 2 3
4
8
7
9
10 EB 8317 EN
EB 8317 EN 11

Design and principle of operation

3 Design and principle of oper-
ation
The Type3371 Pneumatic Actuators have an actuator area of either 120 or 350cm². They are mainly used for attachment to Se­ries V2001 Valves:
Type 3321 Globe Valve
Type3323 Three-way Valve
Type3531 Globe Valve for Heat Transfer
Oil
− Type3535 Three-way Valve for Heat Transfer Oil
Table1 provides an overview of the possible combinations and how the actuator is mounted on the valve.
The pneumatic actuators mainly consist of two diaphragm cases, a diaphragm, and in­ternal springs. The actuator is connected to the valve bonnet using a rod-type yoke. The stem connector clamps connect the actuator stem with the plug stem of the valve.
The signal pressure p
p
· A at the diaphragm surface A, which is
st
opposed by the springs in the actuator. The bench range is determined by the number of springs used and their compression, taking into account the rated travel. The travel is proportional to the signal pressure p
creates the force F =
st
.
st
tion on the top diaphragm case. With direc­tion of action "actuator stem extends", the compressed air is applied to the signal pres­sure connection on the bottom diaphragm case.
The actuator's direction of action can be re­versed (see section6.2).

3.2 Signal pressure routing

120cm² version (see Fig.3)
In the "actuator stem extends" version, the signal pressure is routed through the bottom signal pressure connection (A35) to the bot­tom diaphragm chamber and moves the ac­tuator stem (A3) upward opposing the spring force.
In the "actuator stem retracts" version, the signal pressure is routed through the top sig­nal pressure connection to the top dia­phragm chamber and moves the actuator stem (A3) downward opposing the spring force.

3.1 Direction of action

The direction of action is determined by how the springs and diaphragm plate are ar­ranged in the actuator. With direction of ac­tion "actuator stem retracts", the compressed air is applied to the signal pressure connec-
12 EB 8317 EN
Design and principle of operation
A31
A26 A10
A18
A13
A14
A11
A35
Mounting with crossbeam Mounting without crossbeam
A16
A2
• A1
A3
A1 Vent plug A2 Bottom diaphragm case A3 Actuator stem A10 Spring A11 Rod A12 Bushing A13 Diaphragm plate A14 Diaphragm plate
Fig.3: Functional diagram of Type3371 Actuator with 120cm² actuator area
A30
A17
A16 Top diaphragm case A17 Crossbeam A18 Diaphragm A26 Collar nut A30/
Stem connector clamps
A31 A35 Pneumatic connection A72 Rod nut
A12
A72
EB 8317 EN 13
Design and principle of operation
A61
A10
A1
S
A15
A51
A50
A25
A20
A21
A27
A1
A5 A4
A2
A33
A1 Top diaphragm case A2 Bottom diaphragm case A4 Diaphragm A5 Diaphragm plate A7 Actuator stem A10 Spring A15 Collar nut A20 Hexagon bolt
A40
A42
A41
A7
A21 Hexagon nut A25 Washer A27 Compressor A33 Rod A40 Radial shaft seal A41 Wiper ring A42 Dry bearing A50 Screw for rod (A51)
A60
A54
A51 Rod A54 Rod nut A60 Plate A61 Pneumatic connection S Signal pressure
connection (stem retracts)
Fig.4: Functional diagram of Type3371 Actuator with 350cm² actuator area
14 EB 8317 EN
Design and principle of operation
350cm² version (see Fig.4)
In the "actuator stem extends" version, the signal pressure is routed through the bottom signal pressure connection (S) to the bottom diaphragm chamber and moves the actuator stem (A7) upward opposing the spring force.
In the "actuator stem retracts" version, the signal pressure is routed through the top sig­nal pressure connection (S) to the top dia­phragm chamber and moves the actuator stem (A7) downward opposing the spring force.

3.3 Fail-safe action

When the signal pressure is reduced or the control signal fails, the fail-safe position of the control valve depends on whether the springs are installed in the top or bottom di­aphragm chamber.
3.3.1 Version with direction of action "actuator stem
extends" (FA)
When the signal pressure is reduced or the control signal fails, the springs move the ac­tuator stem downward and close the globe valve. The valve opens when the signal pres­sure is increased enough to overcome the spring force.
3.3.2 Version with direction of action "actuator stem
retracts" (FE)
When the signal pressure is reduced or the control signal fails, the springs move the ac­tuator stem upward and open a mounted globe valve. The valve closes when the signal pressure is increased enough to overcome the spring force.

3.4 Mounting types

There are two types of mounting depending on the valve/actuator combination: mount­ing using a crossbeam or rods (see Table1).
When the actuator is mounted to the valve using a crossbeam (Form B, Fig.5), the actu­ator is fastened to the valve bonnet using a central nut. When the actuator is mounted using rods (Form C, Fig.6), the actuator is connected to the valve bonnet using rods. In this case, a crossbeam is not required for mounting the actuator. A plate keeps the correct distance between rods.
Both mounting types are described in sec­tion5.1.
EB 8317 EN 15
Design and principle of operation
Table1: Mounting types (see Fig.5 and Fig.6)
Actuator area 120cm² 350cm²
Travel 15mm 15mm 30mm
Type ... Valve Nominal size DN
3321 15 to 50 FormB – 3321 65 to 100 FormC FormC
3321 100 FormC
3323 15 to 50 FormB
3323 65 to 80 FormC
3323 100 FormC
3531 15 to 80 FormB
3535 15 to 80 FormB
Fig.5: FormB: mounting using crossbeam Fig.6: FormC: mounting using rods
16 EB 8317 EN
Design and principle of operation
Ø168
Ø280

3.5 Versions

− Standard version of Type3371
(120cm²)
The housings of Type 3371 Pneumatic Actuators have an actuator area of 120cm² and are made of die-cast alu­minum.
− Standard version of Type3371
(350cm²)
The housings of Type3371 Pneumatic Actuators have an actuator area of 350cm² and are made of sheet steel.
Version with travel stop
The Type3371 Actuators with 120cm² actuator area can be tted with a me­chanically adjustable travel stop. The travel is reduced by up to 50% in both directions of action (stem extends or re­tracts). The travel stop is not available for Type3371 (350cm²).
Version with handwheel
The Type3371 Actuators (120cm²) can be tted with an additional handwheel. The handwheel is mounted on the top di­aphragm case (A1) and is used to adjust the travel manually. The handwheel is not available for Type3371 (350cm²).

3.6 Technical data

The nameplate provides information on the actuator version (see section2.1).
Note
More information is available in Data Sheet
uT8317.
182
Fig.7: Dimensional drawing of 120cm² version Fig.8: Dimensional drawing of 350cm² version
EB 8317 EN 17
231
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