Samson TROVIS 5724-3, TROVIS 5725-3 Mounting And Operating Instructions

Mounting and
Operating Instructions

EB 5724 EN

Firmware version 2.20

Edition August 2016

Translation of original instructions

Electric Actuators with Process Controllers

TROVIS5724-3 (without fail-safe action)
TROVIS5725-3 (with fail-safe action)

for domestic hot water heating

2 EB 5724 EN

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 ([e-mail]).

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

Hazardous situations which, if not avoided,
will result in death or serious injury

Hazardous situations which, if not avoided,
could result in death or serious injury

Property damage message or malfunction

Additional information

Recommended action

DANGER

!

WARNING

!

NOTICE

!

Note

Tip

Contents

EB 5724 EN 3

1 Safety instructions and measures ...................................................................5

1.1 Notes on possible severe personal injury .........................................................8

1.2 Notes on possible personal injury ...................................................................9

1.3 Notes on possible property damage ................................................................9

2 Markings on the device ...............................................................................10

2.1 Actuator nameplate ......................................................................................10

2.2 Valve nameplate ..........................................................................................10

3 Design and principle of operation ................................................................11

3.1 Fail-safe positions ........................................................................................12

3.2 Operating controls .......................................................................................12

3.3 Accessories .....................................................................................................

3.4 Technical data .............................................................................................15

3.5 Dimensions in mm ........................................................................................17

4 Measures for preparation ............................................................................20

4.1 Unpacking ..................................................................................................20

4.2 Transporting and lifting ................................................................................20

4.2.1 Transporting ................................................................................................20

4.2.2 Lifting ..........................................................................................................20

4.3 Storage .......................................................................................................20

4.4 Aligning the travel indication scale ................................................................21

5 Mounting and start-up ................................................................................. 21

5.1 Mounting the actuator onto the valve .............................................................21

5.1.1 Force-locking attachment ..............................................................................21

5.1.2 Form-t attachment ......................................................................................22

5.2 Installing the control valve into the pipeline ....................................................22

5.3 Electrical connections ...................................................................................22

5.4 Conguring the electric actuator ....................................................................24

5.5 Quick check ................................................................................................24

6 Operation ...................................................................................................27

6.1 Manually changing the stem position .............................................................27

4 EB 5724 EN

Contents

7 Servicing.....................................................................................................29

7.1 Preparation for return shipment .....................................................................29

8 Malfunctions ...............................................................................................30

8.1 Emergency action ........................................................................................30

9 Decommissioning and disassembly ..............................................................30

9.1 Decommissioning .........................................................................................30

9.2 Removing the actuator from the valve ............................................................31

9.2.1 Force-locking attachment ..............................................................................31

9.2.2 Form-t attachment ......................................................................................31

9.3 Disposal ......................................................................................................31

10 Appendix ....................................................................................................31

10.1 After-sales service ........................................................................................31

10.2 Conguration and parameter list ...................................................................32

10.3 Parameter list ...............................................................................................33

10.4 Customer setting ..........................................................................................34

10.5 EU declaration of conformity .........................................................................35

Firmware revisions

2.11

(old)

2.13 (new)

Additional setting option 'Circulation pump (heating) reversed' in Function of switching

output (F16). See section10.2 and uKH 5724.

2.13

(old)

2.20 (new)
New pump protection function (F17). See section10.2 and uKH 5724.

EB 5724 EN 5

Safety instructions and measures

1 Safety instructions and measures

The TROVIS5724-3 and TROVIS5725-3 Electric Actuators with Process Controllers are a

combination of an electric actuator and an integrated digital controller. They are designed
for operating a mounted globe valve. In combination with the valve, the actuator is used to

control the ow of liquids in the pipeline. The electric actuators with process controllers are
suitable for DHW heating applications.

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, SAMSON must be con-

tacted.
SAMSON does not assume any liability for damage resulting from the failure to use the de-

vice for its intended purpose or for damage caused by external forces or any other external
factors.

Î Refer to the technical data for limits and elds of application as well as possible uses. See

section3.4.

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

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 appli-

cable standards.

6 EB 5724 EN

Safety instructions and measures

Personal protective equipment

No personal protective equipment is required for the direct handling of the electric actuator

with process controller. Work on the valve on which the electric actuator is mounted may be

necessary when mounting or removing the actuator from the valve.

Î Observe the requirements for personal protective equipment specied in the valve docu-

mentation.

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. Fur-

thermore, the product may no longer meet the requirements for its intended use.

Safety features

The following safety features exist:

− Upon power supply failure, the TROVIS5725-3 Electric Actuator causes the valve to

move to a certain fail-safe position. The fail-safe action of SAMSON actuators is speci-

ed on the actuator nameplate.

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 control valve 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 maintenance.

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 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 specied hazard statements, warning and caution notes. Furthermore, the operat­ing personnel must be familiar with the applicable health, safety and accident prevention
regulations and comply with them.

EB 5724 EN 7

Safety instructions and measures

Referenced standards and regulations

The electric actuators with process controllers comply with the requirements of the Directives
2014/30/EU and 2014/35/EU. The declaration of conformity includes information about
the applied conformity assessment procedure. This declaration of conformity is included in
the Appendix of these instructions.

The electric actuators are designed for use in low-voltage installations.

Î For wiring, maintenance, and repair, observe the relevant safety regulations.

Referenced documentation

The following documents apply in addition to these mounting and operating instructions:

− Conguration Manual for TROVIS5724-3 and TROVIS5725-3 Electric Actuators with
Process Controllers uKH5724

− Mounting and operating instructions of the valve on which the electric actuator is mount-
ed, e.g. for SAMSON valves:

uEB5861 for Type3260 Three-way Valve
uEB5863 for Type3226 Three-way Valve
uEB5866 for Type3222 Globe Valve
uEB5867 for Type3222N Globe Valve
uEB5868 for Type3213 and Type3214 Globe Valves
uEB8111 for Type3321 Globe Valve
uEB8113 for Type3323 Three-way Valve
uEB8131 for Type3531 Globe Valve for Heat Transfer Oil
uEB8135 for Type3535 Three-way Valve for Heat Transfer Oil
uEB3018 for Type42-36E Pressure-independent Control Valve (PICV) with electric ac-

tuator

8 EB 5724 EN

Safety instructions and measures

1.1 Notes on possible severe personal injury

DANGER

!

Risk of electric shock.

Î Before connecting wiring, performing any work on the device or opening the de-

vice, disconnect the power supply and protect it against unintentional reconnection.

Î Only use power interruption devices that are protected against unintentional recon-

nection of the power supply.
Î Do not remove any covers to perform adjustment work on live parts.
Î Do not open the back housing cover.

The electric actuators with process controllers are protected against spray water

(IP54).

Î Avoid jets of water.

The switching output L' might be live after the supply voltage has been connected.

Î Do not touch the switching output L'.
Î When the switching output is not used, deactivate it in function F16 ('Passive' set-

ting).

Risk of bursting in pressure equipment.

Control valves and pipelines are pressure equipment. Improper opening can lead to
valve components bursting.

Î Before starting any work on the control valve, depressurize all plant sections con-

cerned as well as the valve.
Î Drain the process medium from all the plant sections concerned and from the valve.
Î Wear recommended personal protective equipment. See associated valve docu-

mentation.

EB 5724 EN 9

Safety instructions and measures

1.2 Notes on possible personal injury

WARNING

!

Crush hazard arising from moving parts.

The form-t version of the electric actuator with process controller contains moving
parts (actuator and plug stems), which can injure hands or ngers if inserted into the

actuator.

Î Do not insert hands or nger into the yoke while the valve is in operation.
Î Disconnect the power supply before performing any work on the control valve.
Î Do not impede the movement of the actuator or plug stem by inserting objects into

their path.

1.3 Notes on possible property damage

NOTICE

!

Risk of actuator damage due to the power supply exceeding the permissible toler­ances.

The electric actuators are designed for use according to regulations for low-voltage in­stallations.

Î Observe the permissible tolerances of the power supply.

Risk of actuator damage due to excessively high tightening torques.

The connection of the electric actuator must be tightened with certain torques. Excessive­ly tightened torques lead to parts wearing out quicker.

Î Observe the specied tightening torques.

Malfunction due to a conguration that does not meet the requirements of the appli­cation.

The electric actuator with process controller is congured for the specic application by
setting conguration items and parameters.

Î Perform the conguration for the specic application during start-up and after a re-

set to default settings.

10 EB 5724 EN

Markings on the device

2 Markings on the device

2.1 Actuator nameplate

1

2

Var.-ID
Serial no.

3

5

15
16

SAMSON

Controller with

Model

0062

4

6

F:

7

10

11

U:

f:

9

t:

12

P:

13

8

s:

Electric Actuator

Firmware - Version:

:

:

14

1 Type designation
2 Year of manufacture
3 Conguration ID
4 Model designation (TROVIS5725-3 only)
5 Serial number
6 DIN registration number (TROVIS5725-3

only)
7 Thrust
8 Rated travel
9 Transit time for rated travel

10 Power supply
11 Power line frequency
12 Power consumption
13 Fail-safe action (TROVIS5725-3 only)

Actuator
stem re­tracts

Actuator
stem extends

14 Firmware version
15 Inputs
16 Outputs

2.2 Valve nameplate

See associated valve documentation.

Risk of damage to the screw heads on the front cover due to the use of the wrong
tool.

The actuator housing cover is fastened using TORX PLUS

®

screws, size 10IP.

Î To loosen and tighten the screws, only use the following screwdrivers:

− TORX

®

T10

− TORX PLUS

®

10IP

− Flat-blade screwdriver with 0.8mm blade thickness and 4.0mm blade width

EB 5724 EN 11

Design and principle of operation

3 Design and principle of oper-

ation

The TROVIS5724-3 and TROVIS5725-3

Electric Actuators with Process Controller

consist of a linear actuator with an integrat-

ed digital controller.

They are especially designed for DHW heat-

ing in instantaneous heating systems for

small to medium-sized buildings and for

xed set point control circuits in mechanical

engineering applications. They are particu-

larly suitable for mounting to SAMSON

Types3213, 3214, 3260, 3222, and 3226

Valves.

A special version of Type3222 (DN25) and

Type3222N DN15) with a special plug de-

sign is available for small installations

(apartment or house). As a result, even small

tapping amounts can be controlled.

The integrated digital controller must be con­nected to a temperature sensor on the input
side, which can be optionally upgraded by a

water ow sensor or a ow switch.

Alternatively, a current signal can be used
for mechanical engineering applications.

The set point of the digital controller is set

to 60°C and can be changed manually at

the set point potentiometer (11) or in the
TROVIS-VIEW software.

The actuator contains a reversible synchro­nous motor and a maintenance-free gear.
The synchronous motor is switched off by
torque-dependent switches in the end posi­tions or in case of overload. The force of the
electric motor is transmitted via gearing and
crank disk to the actuator stem (3) and to the
plug stem of the mounted valve.

0

100

50

891 1.1212 1.2

11

0

6

12

15

15

12

6

0

0

6

12

15

3

1 Electric actuator with process

controller

1.1 Front cover

1.2 Cable entry
2 Handwheel (TROVIS5724-3 only)
3 Actuator stem
4 Coupling nut
8 Spring assembly (TROVIS5725-3

only)
9 Travel indication scale
11 Set point potentiometer
12 Serial interface (RJ-12 port)

Î Do not open the back housing cover.

Fig.1: TROVIS5724-3 and 5725-3 Electric Actuators with Process Controller, force-locking valve

connection

12 EB 5724 EN

Design and principle of operation

When the actuator stem extends, it presses
on the plug stem (10) of the valve. When the

actuator stem retracts, the plug stem follows
the movement of the return spring in the
valve.

Actuator and valve are connected by the
coupling nut (4).

TROVIS 5724-3

The electric actuator without fail-safe action
has a handwheel (2) used to manually posi­tion the valve (only when the actuator is dis­connected from the power supply). Travel
and direction of action can be read off the
travel indication scale (9).

TROVIS 5725-3

The electric actuator with fail-safe action
contains a spring assembly (8) and an elec­tromagnet, which move the connected valve

to its fail-safe position when de-energized.

Î The fail-safe action must not be used to

control the valve position.

The TROVIS 5725-3 Electric Actuator
with Process Controller with "actuator
stem extends" fail-safe action is tested by

the German Technical Inspectorate (TÜV)

according to DIN EN 14597 in combination
with various SAMSON valves. The register
number is available on request.

3.1 Fail-safe positions

TROVIS5724-3

The TROVIS5724-3 Electric Actuator with

Process Controller does not have fail-safe ac­tion. When a valve is mounted on this actua­tor, the valve remains in the last position af­ter the power supply fails.

TROVIS5725-3

The TROVIS5725-3 Electric Actuator with
Process Controller has fail-safe action. When

a valve is mounted on this actuator, the valve

is moved to the fail-safe position specied on
the nameplate (12 in Fig.1) after the power

supply fails:

− Actuator stem extends: upon power sup-
ply failure, the actuator stem extends.

− Actuator stem retracts: upon power sup-
ply failure, the actuator stem retracts.

3.2 Operating controls

Travel indicator

Handwheel

Fig.2: Operating controls on the actuator

EB 5724 EN 13

Design and principle of operation

Travel indicator

Travel and direction of action can be read
off the scale of the travel indicator.

The scale must be turned when a three-way
mixing valve is used so that the travel and
scale reading match. See section4.4.

Handwheel (TROVIS5724-3 only)

The valve position can be changed manually

using the handwheel. See section6.1.

LEDs

The device has a red and a yellow LED
which indicate the operating states of the de­vice.

The LEDs are located underneath the front
cover on top of the circuit board.

Risk of damage to the screw heads on the
front cover due to the use of the wrong tool.
To loosen and tighten the screws, only use

TORX

®

T10, TORXPLUS®10IP, or a at­blade screwdriver with 0.8mm blade thick­ness and 4.0mm blade width.

We recommend screwing the bottom screws
of the open housing front cover into the top
holes of the housing.

Blinking pattern of the yellow LED

− Device switched off or command mode

ON

OFF

Time [s]

− Device switched on or memory pen
action completed

ON

OFF

Time [s]

− Plausibility error in memory pen

ON

OFF

Time [s]

− Preparing to read data from memory
pen

ON

OFF

Time [s]

− Preparing to write data to memory pen

ON

OFF

Time [s]

− Preparing data logging

ON

OFF

Time [s]

Note

NOTICE

!

Tip

14 EB 5724 EN

Design and principle of operation

− Data logging in progress

ON

OFF

Time [s]

− EEPROM error in memory pen

ON

OFF

Time [s]

Blinking pattern of the red LED

− Normal operation or memory pen insert-
ed

ON

OFF

Time [s]

− Device starting up

ON

OFF

Time [s]

− Temperature too high (upper limit (GWH)
exceeded)

ON

OFF

Time [s]

− EEPROM error in device

ON

OFF

Time [s]

− Zero calibration in progress

ON

OFF

Time [s]

− Internal transit time measurement

ON

OFF

Time [s]

− Wire breakage at temperature input

OFF

ON

Time [s]

− Wire breakage at current input

ON

OFF

Time [s]

− Flow rate at water ow sensor exceeds

measuring range

ON

OFF

Time [s]

EB 5724 EN 15

Design and principle of operation

3.3 Accessories

Communication

− TROVIS-VIEW software (6661-1060) for

revision 2 of the TROVIS5724-3 and
TROVIS5725-3 Electric Actuator with

Process Controller is required. The
TROVIS-VIEW software can be down­loaded free of charge from our website
(u www.samson.de at Services > Soft-

ware > TROVIS-VIEW). The software can

also be supplied on a CD-ROM. Further
details in Data Sheet u T6661.

− Hardware package
Accessories for data transmission (in­cluding memory pen-64, connecting ca­ble and modular adapter), order no.
1400-9998

− Memory pen-64
For indirect data transmission, order no.
1400-9753

DHW heating in instantaneous heating
system

− Type5207-0060 Temperature Sensor,
optimized Pt1000 temperature sensor

with fast response which is simple to in­stall

− Sensor pocket

For Type5207-0060 Pt1000 Sensor for
mounting to heat exchangers with G¾

for optimal positioning instantaneous
heating systems, order no. 1400-9249

− Water ow sensor

Axial turbine owmeter for liquids and

associated extension cable with mating
connector, order no. 1400-9246)

− Flow switch

To recognize when hot water is being

tapped using an NO contact

3.4 Technical data

Electric actuator with
process controller

TROVIS 5724 5725

-310 -313 -320 -323 -330 -333 -310 -313 -320 -323 -330 -333

Fail-safe action Without With

Operating direction – Extends

Rated travel mm 6 6 12 12 15 15 6 6 12 12 15 15

Transit time for rated travel s 35 18 70 36 90 45 35 18 70 36 90 45

Transit time for fail-safe action s – 4 4 6 6 7 7

Thrust N 700 500 280

Thrust in the event of fail-safe
action

N – 500 280

Attachment

Force-locking • • • • • • • •

Form-t • • • •

Handwheel Yes Possible

1)

16 EB 5724 EN

Design and principle of operation

Electric actuator with
process controller

TROVIS 5724 5725

-310 -313 -320 -323 -330 -333 -310 -313 -320 -323 -330 -333

Fail-safe action Without With

Operating direction – Extends
Power supply 230V (±10%), 50Hz 230V (±10%), 50Hz

Power consumption Approx. VA 4 7.7 4 7.7 4 7.7 5.5 9.2 5.5 9.2 5.5 9.2

Permissible temperatures

5)

Ambient 0 to 50°C 0 to 50°C
Storage –20 to +70°C –20 to +70°C

Safety

Degree of protection IP54

4)

IP54

4)

Class of protection II (according to EN 61140)
Overvoltage category II (according to EN60664)
Degree of contamination 2 (according to EN60664)
Electromagnetic compatibility According to EN61000-6-2, EN61000-6-3 and EN61326
Vibration According to EN61000-6-2 and EN60068-2-27

Compliance

·

Inputs and outputs

Binary input BI1

3)

Floating contact for internal set point switchover or to deactivate the func-

tion to maintain the heat exchanger at a constant temperature

Binary input BI2

3)

Floating contact to connect a ow switch

Switching output 230V/50Hz, max. 1A

Weight kg (approx.) 1.1 1.3

Accessories

Temperature sensor Pt1000, fast response
Water ow sensor 530 pulses/l, measuring range 1 to 30l/min

Flow switch

2)

Yes · Alternative to water ow sensor

1)

Manual override using 4mm Allen key (after removing the front cover); actuator always returns to fail-safe position

after release.

2)

The ow switch or water ow sensor is not required in DHW heating in instantaneous systems with a constant circu­lation.

3)

Recommendation: use devices with gold contacts when using relays.

4)

Up to device index .03 only when the actuator is installed in the upright position. See last two gures of the congu­ration ID written on the nameplate (see page10), e.g. Var.-ID xxxxxxx.xx, for the device index.

5)

The permissible medium temperature depends on the valve on which the electric actuator with process controller is
mounted. The limits in the valve documentation apply.

EB 5724 EN 17

Design and principle of operation

3.5 Dimensions in mm

TROVIS5724-313/-323
TROVIS5725-313/-323

12

18

Ø70

51

(33)

136

146

48 44

103

82

113

TROVIS5724-310/-320
TROVIS5725-310/-320

146

82

113

48 44

103

TROVIS5724-333
TROVIS5725-333

12

51

Ø10

46.5

6

18

Ø70

(33)

44

103

18 EB 5724 EN

Design and principle of operation

Ø10

46.5

6

146

82

113

48

TROVIS5724-330
TROVIS5725-330

Type 5207-0060 Pt1000 Sensor

Time response: t

0.5

< 1s, t

0.9

< 3s; in

water 0.4m/s

PN 16

Max. medium temperature: 80°C

Accessories for domestic
hot water heating

Ø3.3

Ø5.4

10.5

15

52 ±1 2000

approx.

50

Water ow sensor with extension

cable

Order no. 1400-9246

Measuring range 1 to 30l/min,

DN10, PN10, IP54

max. medium temperature: 70°C

Extension cable length: 2m

50

G¾

G¾

13 13

EB 5724 EN 19

Design and principle of operation

G¼

G¾

35

G¾

65

G¼

G¾

35

G¾

65

G¼

G1

35

G¾

65

38

G¾

G¾

39

G1

G¾

Sensor pocket (including gasket)

for heat exchanger with G¾

Order no. 1400-9249

Connecting piece (including

gasket) for valve G¾

Order no. 1400-9236

Circulation pipe connection

(including gasket)

Order no. 1400-9232

Sensor pocket (including gasket)

for heat exchanger with G1

Order no. 1400-9252

Connecting piece (including

gasket) for valve G1

Order no. 1400-9237

20 EB 5724 EN

Measures for preparation

4 Measures for preparation

After receiving the shipment, proceed as fol­lows:

1. Check the scope of delivery. Compare
the shipment received against the deliv­ery note.

2. Check the shipment for transportation
damage. Report any damage to
SAMSON and the forwarding agent (re­fer to delivery note).

4.1 Unpacking

Do not remove the packaging until immedi­ately before mounting and start-up.

1. Remove the packaging from the electric
actuator.

2. Dispose of the packaging in accordance
with the valid regulations.

4.2 Transporting and lifting

4.2.1 Transporting

− Protect the electric actuator against exter-

nal inuences (e.g. impact).

− Protect the electric actuator against mois-
ture and dirt.

− Observe the permissible transportation

temperature of –20 to +70°C.

4.2.2 Lifting

Due to the low service weight, lifting equip­ment is not required to lift the electric actua­tor.

4.3 Storage

Risk of actuator damage due to improper
storage.

− Observe storage instructions.

− Avoid long storage times.

− Contact SAMSON in case of different stor-
age conditions or long storage periods.

We recommend regularly checking the elec­tric actuator and the prevailing storage con­ditions during long storage periods.

Storage instructions

− Protect the electric actuator against exter-

nal inuences (e.g. impact).

− Protect the electric actuator against mois-

ture and dirt.

− Make sure that the ambient air is free of

acids or other corrosive media.

− Observe the permissible storage tem-

perature from –20 to +70°C.

− Do not place any objects on the electric

actuator.

Note

NOTICE

!

Note

EB 5724 EN 21

Mounting and start-up

4.4 Aligning the travel
indication scale

The travel indication scale has two opposed

scales. Which scale is to be used depends
on the valve version (Fig.3). In the delivered

state, the scale alignment applies to globe
valves and three-way diverting valves. The
alignment needs to be changed when a
three-way mixing valve is used (see below).

0

0

6

6

12

15

12

15

0

15

12

6

Holes for

driving pin with three-

way mixing valve

Driving pin in position 0,
location of scale with globe or three-way
diverting valves (delivered state)

Fig.3: Travel indication scale

Globe and three-way diverting valves:

the driving pin is in position 0 (delivered
state).

Three-way mixing valve:
change the alignment of the scale

Risk of damage to the screw heads on the
front cover due to the use of the wrong tool.
To loosen and tighten the screws, only use

TORX

®

T10, TORXPLUS®10IP, or a at­blade screwdriver with 0.8mm blade thick­ness and 4.0mm blade width.

Î Open front cover.
Î Remove scale, turn it and replace it so

that the pin is positioned over the appro­priate hole (6, 12 or 15) corresponding

to the rated travel (6, 1 or 15mm travel).

Î Close front cover.

5 Mounting and start-up

Risk of malfunction due to incorrectly per­formed start-up.
Perform start-up following the described
sequence.

5.1 Mounting the actuator onto
the valve

The actuator is mounted either directly onto
the valve or using a rod-type yoke depend-

ing on the valve version used (see Fig.4).

5.1.1 Force-locking attach-

ment

1. Retract actuator stem:

− Using handwheel (TROVIS5724-3

only)

− Over manual level in TROVIS-VIEW

software

2. Place the actuator on the valve connec-

tion and tighten coupling nut (tightening

torque 20Nm).

NOTICE

!

NOTICE

!

22 EB 5724 EN

Mounting and start-up

5.1.2 Form-t attachment

1. Place the actuator on the yoke (15) and
tighten the coupling nut (4) (tightening

torque 20Nm).

2. Place actuator with yoke (15) on the
valve and tighten the nut (17) (min. tight-

ening torque 150Nm).

3. Pull plug stem until it reaches the actua­tor stem or extend actuator stem using
the handwheel (2).

4. Position the clamps of the stem connector
(16) included in the accessories on the
ends of the actuator stem and plug stem
and screw tight.

5.2 Installing the control valve

into the pipeline

Degree of protection not achieved due to in­correct mounting position.
Do not install the valve with the actuator
suspended downwards (see Fig.5).

Î Install the valve into the pipeline accord-

ing the specications in the mounting

and operating instructions of the valve.

5.3 Electrical connections

Risk of electric shock.

− Upon installation of the electric cables, you
are required to observe the regulations
concerning low-voltage installations ac-

cording to DINVDE0100 as well as the
regulations of your local power supplier.

− Use a suitable power supply which guar-
antees that no dangerous voltages reach
the device in normal operation or in the
event of a fault in the system or any other
system parts.

− Connect the actuator to the electrical net-
work only after the power supply is rst
switched off. Make sure the power cannot
be switched on unintentionally.

− The switching output L' may be live. Do not
touch the switching output L'.

The electric actuator requires a fast-response
Pt1000 sensor to be connected for it to func­tion.

Two set points W1 and W2 can be used.

The binary input BI1 is used to switch be­tween the set points.

In addition, a water ow sensor or a ow
switch can be connected to quickly recognize

when hot water is being tapped.

Alternatively, instead of the Pt1000 sensor,
the current input 0/4 to 20mA can be used

for control purposes in mechanical engineer­ing applications.

The connected temperature sensor and the

current input congured as 4 to 20mA are

monitored for line breakages.
A wire breakage of a sensor is indicated by

the red LED blinking slowly. It cannot be de-

tected when a 0 to 20mA input signal is

used.

NOTICE

!

DANGER

!

EB 5724 EN 23

Mounting and start-up

3
4

0

0

2

15

4

16

17

Force-locking attachment with coupling nut, e.g.

to Type3222 Valve

Form-t attachment with stem connector, e.g. with

rod-type yoke on Series V2001 Valve

2 Handwheel (TROVIS5724-3 only)
3 Actuator stem
4 Coupling nut
15 Yoke
16 Stem connector
17 Nut

Fig.4: Attaching actuator and valve Fig.5: Mounting position

24 EB 5724 EN

Mounting and start-up

Risk of damage to the screw heads on the
front cover due to the use of the wrong tool.
To loosen and tighten the screws, only use

TORX

®

T10, TORXPLUS®10IP, or a at­blade screwdriver with 0.8mm blade thick­ness and 4.0mm blade width.

Î Open front cover.
Î Guide the connecting cables through the

cable gland.

Î Perform the electrical connection de-

pending on the application according to
one of the following wiring diagrams

(Fig.6 and Fig.7).

As soon as the actuator is connected to

the power supply, zero calibration starts.

The actuator stem extends (when the di­rection of action increasing/increasing
has been set) and the red and yellow
LEDs under the serial interface are illumi­nated.

As soon as the actuator stem has

reached the nal position, the red LED is

turned off.
The yellow LED remains illuminated and

indicates that the actuator is ready for
use.

Î Close front cover.

5.4 Conguring the electric
actuator

Change the conguration items and parame­ters in the TROVIS-VIEW software. All the
conguration items and parameters are list-

ed in the appendix.

All conguration items and parameters are
described in detail in the associated congu­ration manual uKH 5724. This congura­tion manual can be downloaded from the
SAMSON website (www. samson.de) and is
available in the [?] menu in the
TROVIS-VIEW software.

1. Perform the application-specic congu-

ration in TROVIS-VIEW. See documenta­tion on TROVIS-VIEW software

uEB6661.

2. Transfer the conguration to the electric

actuator using the connecting cable or
memory pen.

3. We recommend writing down the cong-

uration made in section10.4.

NOTICE

!

Tip

EB 5724 EN 25

Mounting and start-up

1)

LL'

N5

VINS1 SS2

230V, 50Hz

3)

4)

BE1

LL'

N5

VINS1 SS2

230V, 50Hz

3)

4)

BE2

2)

4)

LL'

N5

VINS1 SS2

230V, 50Hz

3)

LL'

N5

VINS1 SS2

230V, 50Hz

+–0(4) ... 20mA

3)

4)

LL'

N5

VINS1 SS2

230V, 50Hz

+–0(4) ... 20mA

3)

4)

LL'

N5

VINS1 SS2

230V, 50Hz

3)

4)

Operation with Pt1000 sensor

DHW heating in instantaneous heating system

Mechanical engineering applications

Operation with Pt1000 sensor
and ow switch

Operation with Pt1000 sensor and set

point guided by current input

1)

Water ow sensor

2)

Flow switch

3)

Pump or fault alarm output

4)

Electromagnet (TROVIS5725-3 only)

Operation with current input

Operation with Pt1000 sensor and binary

contact to switch between set points

Operation with Pt1000 sensor and water
ow sensor
(see Fig.7 for information for connection of
water ow sensor)

DANGER *

!

Live wires

DANGER *

!

DANGER *

!

DANGER *

!

DANGER *

!

DANGER *

!

DANGER *

!

Fig.6: Electrical connections

26 EB 5724 EN

Mounting and start-up

18:9

20

150

BK

GN

WH

BN

GN WH

BN

GN

WH

50

PVC 3 x 0.5 mm²

~ Ø125

Wire end ferrule

Plug connector

Nameplate

Cable tie

Bushing

Connection of water ow sensor (WWS)

BN Brown
GN Green
BK Black
WH White

Fig.7: Connection of water ow sensor (WWS)

Connection of water ow sensor (WWS)

WSS Extension cable TROVIS5724-3

GND BK BN
Signal GN GN IN
5V

WH

WH 5V

EB 5724 EN 27

Operation

5.5 Quick check

To test the electric actuator's ability to func­tion, the following quick checks can be per­formed:

Î Apply the maximum and minimum con-

trol signals (e.g. over the manual level in

TROVIS-VIEW).

Î Check the end positions of the valve.
Î Check the travel indication on the scale.

TROVIS 5725-3

Î Disconnect the power supply and check

whether the valve moves to the fail-safe
position.

6 Operation

Immediately after completing mounting and
start-up, the valve with electric actuator is
ready for use.

Form-t version: crush hazard arising from
moving parts (actuator and plug stem).
Do not insert hands or nger into the yoke
while the valve is in operation.

Form-t version: operation disturbed by a
blocked actuator or plug stem.
Do not impede the movement of the actuator
or plug stem by inserting objects into their
path.

6.1 Manually changing the
stem position

TROVIS5724-3 only

A manual adjustment of the stem position
only makes sense when the power supply is
switched off as the stem position is deter­mined by the actuator in closed-loop opera­tion, meaning any manual adjustment would
be automatically corrected by the actuator.

The stem position is changed at the hand­wheel:

Î Switch off the power supply.
Î Turn clockwise to extend the actuator

stem (approx. 4 turns for 1mm travel).

WARNING

!

NOTICE

!

28 EB 5724 EN

Operation

Î Turn counterclockwise to retract the actu-

ator stem (approx. 4 turns for 1mm trav­el).

Changing the set point W1

The default settings of set point W1 is 60°C
and W2 is 70°C.

These set point can be changed in the TRO-

VIS-VIEW software.
To manually adjust the W1 set point without

TROVIS-VIEW, turn the set point potentiome­ter (11 in Fig.1) located on the printed cir-

cuit board of the actuator. The adjustable

setting range is between 10 and 100% of

the measuring range (default: lower measur-

ing range value Xmin = 0°C and upper
measuring range value Xmax = 100°C).

In the delivered state, the set point potenti-

ometer is set to 0%, i.e. it does not have any
effect on W1 set point (60°C).

Additional points that apply:

Device with rmware 2.10 or lower:

Î The set point potentiometer only takes ef-

fect when the actual value originates
from a Pt1000 sensor. In the combina­tion with F05 - 1 (Current input active)
and F06 - 1 (Current input function = set
point), the set point potentiometer is not
active.

Device with rmware 2.11 or higher:

The set point can be adjusted even when us­ing the current input.

Î The manually adjusted value at the set

point potentiometer for W1 is only used

for control if function block F12 in

TROVIS-VIEW is set to 1 (Automatic set
point potentiometer: manual setting ef-

fective above 10%. The required setting

F12 - 1 is the default setting.

Î The set point W2 can only be changed

in TROVIS-VIEW.

Risk of damage to the screw heads on the
front cover due to the use of the wrong tool.
To loosen and tighten the screws, only use

TORX

®

T10, TORXPLUS®10IP, or a at­blade screwdriver with 0.8mm blade thick­ness and 4.0mm blade width.

1. Open front cover.

2. Set W1 set point as required at the set

point potentiometer (11 in Fig.1).

0

100

50

Setting range: 0 to
100% of the measur­ing range (default set-

ting 0 to 100°C)

Do not forget to check the automatic set
point potentiometer function.

3. Close front cover.

Function of automatic set point potentiome­ter

Î Any setting below 10% at the set point

potentiometer is ignored by the control-

ler. The controller uses the W1 set point
from the parameter list (TROVIS-VIEW

software) for control.

Î Any setting above 10% at the set point

potentiometer is used by the controller

NOTICE

!

EB 5724 EN 29

Servicing

for control. The W1 set point entered in
TROVIS-VIEW is ignored.

7 Servicing

The electric actuator with process controller
was checked by SAMSON before it left the
factory.

− The product warranty becomes void if ser-
vice or repair work not described in these
instructions is performed without prior
agreement by SAMSON's After-sales Ser­vice department.

− Only use original spare parts by
SAMSON, which comply with the original
specications.

7.1 Preparation for return ship­ment

Defective electric actuators can be returned
to SAMSON for repair.

Proceed as follows to return valves to
SAMSON:

1. Put the control valve out of operation and

remove it from the pipeline. See associat­ed valve documentation.

2. Remove the electric actuator from the

valve. See section9.2.

3. Send the electric actuator to your nearest

SAMSON subsidiary. SAMSON subsid­iaries are listed on our website at

uwww.samson.de > Contact.

Note

Table1: Troubleshooting

Error Possible reasons Recommended action

Actuator or plug stem does not
move on demand.

Actuator is blocked. Check attachment.

Unblock the actuator.

No or incorrect power supply con­nected.

Check the power supply and
connections.

Actuator or plug stem does not
move through the whole range.

No or incorrect power supply con­nected.

Check the power supply and
connections.

The electric actuator with process
controller does not perform the
functions as required.

The conguration of the electric

actuator does not meet the
application requirements.

Check conguration.

If necessary, refer to the Con-

guration Manual

uKH5724.

The electric actuator was reset to
its default settings without adapt­ing the conguration to the appli­cation afterwards.

30 EB 5724 EN

Malfunctions

8 Malfunctions

Troubleshooting (see Table1).

Contact SAMSON's After-sales Service de­partment for malfunctions not listed in the ta­ble.

8.1 Emergency action

The valve, on which the electric actuator with
fail-safe action is mounted, is moved to its
fail-safe position upon power supply failure

(see section3.1).

The plant operator is responsible for emer­gency action to be taken in the plant.

Emergency action in the event of valve
failure is described in the associated valve
documentation.

9 Decommissioning and disas-

sembly

Risk of electric shock.

− Before performing any work on the device
and before opening the device, disconnect
the power supply and protect it against un­intentional reconnection.

− Only use power interruption devices that
are protected against unintentional recon­nection of the power supply.

Risk of bursting in control valve components
due to incorrect opening.

− Before starting any work on the control
valve, depressurize all plant sections con­cerned and the valve.

− Drain the process medium from all the
plant sections concerned and from the
valve.

− Wear recommended personal protective
equipment. See associated valve documen­tation.

9.1 Decommissioning

To decommission the electric actuator for
maintenance work or disassembly, proceed
as follows:

1. Close the shut-off valves upstream and
downstream of the control valve to stop

the process medium from owing through

the valve.

2. Completely drain the pipelines and
valve.

3. Disconnect and lock the power supply.

4. If necessary, allow the pipeline and valve
components to cool down.

5. Remove the valve from the pipeline. See
associated valve documentation.

Note

Tip

DANGER

!

DANGER

!

DANGER

!

DANGER

!

EB 5724 EN 31

Appendix

9.2 Removing the actuator
from the valve

9.2.1 Force-locking attach-

ment

1. Undo the coupling nut (4) and remove

the actuator from the valve connection.

9.2.2 Form-t attachment

1. Unscrew the stem connector clamps (16)

between the actuator stem and the plug
stem.

2. Undo the nut (17) and remove the rod-

type yoke (15) together with the actuator
from the valve.

3. Undo the coupling nut (4) and remove

the actuator from the rod-type yoke (15).

9.3 Disposal

Î Observe local, national, and internation-

al refuse regulations.

Î Do not dispose of components, lubri-

cants, and hazardous substances togeth­er with your other household waste.

10 Appendix

10.1 After-sales service

Contact SAMSON's After-sales Service de­partment for support concerning service or
repair work or when malfunctions or defects
arise.

E-mail

You can reach the After-sales Service De­partment at aftersalesservice@samson.

Addresses of SAMSONAG and its subsid­iaries

The addresses of SAMSON AG, its subsid­iaries, representatives, and service facilities
worldwide can be found on the SAMSON
website, in all SAMSON product catalogs or
on the back of these Mounting and Operat­ing Instructions.

Required specications

Please submit the following details:

− Order number and position number in
the order

− Type, serial number, rmware version,
device version

32 EB 5724 EN

Appendix

10.2 Conguration and parameter list

Conguration list

The function blocks F01 to F14 have the following listed functions.
F = Function block WE = Default setting 0 = OFF, 1 = ON

F Function WE Meaning

01 DHW tapping recognition 1 0 – Continuous control

1 – Flow rate sensor active

02 Flow rate sensor 1 0 – Flow switch

1 – Water ow sensor

03 Adaptation 1 0 – Passive

1 – Active (with water ow sensor)

04 Operating direction 0 0 – >> (increasing/increasing)

1 – <> (increasing/decreasing)

05 Current input 0 0 – Passive (binary input)

1 – Active

06 Function of current input 0 0 – Actual value

1 – Set point

07 Measuring range of

current input

0 0 – 0 to 20mA

1 – 4 to 20mA

08 Function of binary input 0 0 – Termination of maintaining heat exchanger at constant

temperature

1 – Switchover between internal set points

09 Maintain heat exchanger

at constant temperature

0 0 – Time adjustable

1 – Continuous

10 Upper limit (GWH) 0 0 – No limitation

1 – Exceeding GWH causes switch-off

11 Lower limit (GWL) 0 0 – No frost protection

1 – Violation of GWL causes frost protection to start

12 Manual set point 1 0 – No manual adjustment

1 – Manual adjustment effective above 10%

16 Function of switching

output

3 1 – Passive

2 – Fault alarm

3 – Circulation pump (DHW)

4 – Circulation pump (heating)
5 – Tapping
6 – Circulation pump (heating) reversed

17 Pump protection 1 0 – No

1 – Yes

EB 5724 EN 33

Appendix

10.3 Parameter list

The parameters have the setting ranges as listed below.
P = Parameter WE = Default setting

P Parameters WE Adjustment range

01 Set point W1 60°C 0 to 100°C
02 Set point W2 70°C 0 to 100°C
03 Lower measuring range value Xmin 0°C –50 to 90°C
04 Upper measuring range value Xmax 100°C 10 to 150°C
05 Upper limit (GWH) 95°C 0 to 100°C
06 Lower limit (GWL) 5°C 0 to 20°C
07 Proportional-action coefcient KP 0.6 0.1 to 50
08 Reset time Tn 25s 0 to 999s
09 Derivative-action time Tv 0s 0 to 999s
10 Actuator transit time Ty 35s 0 to 240s
11 Set-back difference 8K 0 to 30K
12 Heating period to maintain heat exchanger at

constant temperature

24h 0.0 to 25.5h

34 EB 5724 EN

Appendix

10.4 Customer setting

Station

Operator

SAMSON ofce

Function blocks Parameters

F WE Performed setting P WE Performed setting Adjustment range

01 1 01 60°C 0 to 100°C
02 1 02 70°C 0 to 100°C
03 1 03 0°C –50 to 90°C
04 0 04 100°C 10 to 150°C
05 0 05 95°C 0 to 100°C
06 0 06 5°C 0 to 20°C

07 0 07 0.6 0.1 to 50
08 0 08 25s 0 to 999s
09 0 09 0s 0 to 999s
10 0 10 35s 0 to 240s
11 0 11 8K 0 to 30K
12 1 12 24h 0.0 to 25.5h

16 3

17 1

EB 5724 EN 35

Appendix

10.5 EU declaration of conformity

SAMSON AKTIENGESELLSCHAFT
Weismüllerstraße 3 60314 Frankf urt am Main

Telefon: [phone] · Tel efax: 069 4009-1507
E-Mail: samson@samson .de

Revison 05

EU Konformitätserklärung/EU Declaration of Conformity

Für das folgende Produkt/For the following product

Kombinierter Regler mit Hubantrieb / Controller with Electric Actuator

Typ / Type 5724

wird die Konformität mit den nachfolgenden EU-Richtlinien bestätigt/signifies compliance with the
following EU Directives:

EMC 2004/108/EC (bis/to 2016-04-19)
EMC 2014/30/EU (ab/from 2016-04-20)

EN 61000-6-2:2005, EN 61000-6-3:2010

LVD 2006/95/EC (bis/to 2016-04-19)
LVD 2014/35/EU (ab/from 2016-04-20)

EN 60730-1:2011, EN 61010-1:2010

Hersteller/Manufacturer:

SAMSON AKTIENGESELLSCHAFT

Weismüllerstraße 3

D-60314 Frankfurt am Main

Deutschland/Germany

Frankfurt, 2016-04-06

Gert Nahler ppa. Günther Scherer
Zentralabteilungsleiter/Head of Department Qualitätssicherung/Quality Managment
Entwicklung Automation und Integrationstechnologien/
Development Automation and Integration Technologies

SAMSON AG · MESS- UND REGELTECHNIK
Weismüllerstraße 3 · 60314 Frankfurt am Main, Germany
Phone: [phone] · Fax: [phone]
[e-mail] · www.samson.de

EB 5724 EN

2016-11-01 · English