Schneider Electric M400A, M400A-VB, M1500A-VB, M400A-S2, M800A User Guide

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Page 1

APPLICATION

Forta M400A (VB) / M800A (VB) /M1500A (VB) series Non-Spring Return linear actuators are available in two styles, U-Bolt Mount style, mounts to Schneider Electric globe valves with AV-821 linkage kits for mounting to VB-7xxx valves or AV-822 for mounting to VB-8xxx, or VB-9313-0-5-xx valves. Screw Mount style, screws directly to the bonnet nut on VB-7xxx valves (no adapter required).

Applications include chilled or hot water and steam. Field selectable input signals include reverse and direct acting, Floating or Proportional 0-10, 2- 10 vdc or 4-20 ma with 500 ohm resistor

(supplied) plus proportional sequencing input signal ranges.

M400A (VB), M800A (VB), M1500A (VB)

Schneider Electric Non-Spring Return

Forta Globe Valve

Actuators and Assemblies

General Instructions

FEATURES

Two Mounting Styles, U-Bolt Mx00A or Screw Mx00A-VB • Floating con guration controlled by a SPDT  oating controllers• Proportional con guration 0-10, 2-10 vdc or 4-20 mA with the •

addition of a 500 ohm resistor included

Direct/Reverse action switch selectable• 90 lbf (400N) linear force• 180 lbf (800N) linear force•

Screw Mount Style Forta (Left) and U-Bolt Style Forta (Right)

337 lbf (1500N) linear force• 24 Vac • or 24 Vdc Powered

APPLICABLE LITERATURE

Die-cast housing with plenum rated plastic cover for NEMA 2 •

(IP54 vertical mount only) applications

Manual override to allow positioning of valve• Electronic valve sequencing and Electronic  ow curve (equal •

percentage or Linear) selection.

Torque overload protection throughout stroke•

Easy “One Touch” input signal/stroke calibration•

Forta/VB-7xxx Selection Guide, F-27490• Forta/VB-8xxx, VB-9xxx Selection Guide, F-27491• AV-800 Series Linkage Adapters for Competitors Valves, F-27470• AV-821 Linkage VB-7xxx, F-27701- U-Bolt Style Only• AV-822 Linkage VB-8xxx, VB-9xxx, F-27702 U-Bolt Style Only•

SPECIFICATIONS

U-bolt Style M400A M400A-S2 M800A M800A-S2 M1500A M1500A-S2

Screw Mount Style M400A-VB M400A-S2-VB M800A-VB M800A-S2-VB M1500A-VB M1500A-S2-VB

AC Power

DC Power

Running VA

Transformer Size VA

Floating Control

Proportional Control

Feedback

Force

20 - 29 Vdc 20 W 20 - 29 Vdc 30 W

0 to 10 Vdc, 2 to 10 Vdc or 4 to 20mA with 500 ohm resistor

90 lbf (400 N)

24 Vac +- 10% 50-60 Hz

Yes

2 to 10 Vdc

180 lbf (800 N)

337 lbf (1500 N)

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Globe Valve Actuators & Assemblies

SPECIFICATIONS CONTINUED

Stroke

M800, M1500

U-Bolt style: >3/8” to 2” (9-52mm)

M800-VB, M1500 VB

M400, M400-VB

Stroke Timing

Feedback AO

Power Supply Type

Motor Type

Enclosure

Sound Power Level

Ambient Temperature Storage

Ambient Temperature Operational

Minimum Operating Temperature

Ambient Humidity

Housing Material

DIMENSIONS

4.60” (117 mm)

Screw Mount Style >3/8” to 1 7/8” (9-48mm)

U-Bolt and Screw Mount Style >3/8” to 1 1/4” (9-48mm)

Floating: 60 or 300 sec selectable, Proportional: 15 sec @1/2” stroke

2 to 10 Vdc

Half Wave

Brushless DC

NEMA 2 (IP 54, vertical mount only) with both conduit connectors used. NEMA 1 IP40 with one connector used.

Maximum 32 dba

-13 °F to 149 °F (-25 to 65 °C) ambient

122 °F (50 °C) For chilled water applications

113 °F (45°C) ambient at 281 °F (138°C)  uid temperature

107 °F (42 °C) ambient at 300 °F (149 °C)  uid temperature

100 °F (38 °C) ambient at 340 °F (171°C)  uid temperature

90°F (32°C) ambient at 366 °F (186 °C)  uid temperature

14 ° to 150 ° F (-10 ° to 50 ° C)

15 to 95 % RH non-condensing

Die-Cast Aluminum

6.31” (173 mm)

3” * (79 mm)

3.235” (82 mm)

6.38” (132 mm)

9.53” (242 mm)

Screw Mount

*3” (76mm) clearance above actuator recommended to remove actuator

Tall U-Bolt Style

MOUNTING

The actuator may be mounted horizontally, vertically and in any position in between, but not upside down, Please note that to maintain NEMA 2 (IP54) rating the actuator must be mounted vertical.

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Globe Valve Actuators & Assemblies

FUNCTION

The actuator The brushless DC-motor of the actuator turns a screw via a gear wheel. When the motor receives a control signal from the controller, the screw moves in a linear motion, moving the stem of the valve. Control signal The M400A (VB)/ M800A (VB)/ M1500A (VB) Series can be controlled by a SPDT  oating control, Triac source controller or a proportional input signal. Manual operation There is a red manual operation handle on the actuator. When it is lowered, the motor stops. Then the actuator can be operated manually if the handle is turned. Note: Actuator is shipped with manual override lowered (MAN). For normal operating, the handle must be raised (AUTO). Position feedback M400A (VB), M800A (VB), and M1500A (VB) actuators are equipped with a 2-10 Vdc position feedback.

CONNECTIONS

456789

Red Manual

Override Lever-

Raised (Auto)

Red Manual

Override Lever-

Lowered (Manual)

NORM

0(2)V

10V

AI D1D2 D1D2

INV

10V

0(2)V

NORM

Optional Auxiliary Switch Outputs S2

Relay 1

Relay 2

K4 KC2

K2 KC1

INV

A0 AI C D1 D2 G H

D2 G

24 Vac

* Provides 16 Vdc, 25 mA output source

Note: For  oating input signals the cables between the controller and the Forta should not exceed 328’ (100m) (16 AWG) with the cables connected to one actuator. When installed with 3 conductors with very long lengths ( oating control), where control signal reference is connected to G, the motor current of the actuator will cause varying voltage loss in the cable and thus in the reference level. Forta which has a highly sensitive control signal input, will detect the varying signal and follow it, which makes it di cult for the actuator to  nd a stable position.

Cable Lengths: The wires to G, H should be max of 328 ft (100m). min AWG 16, all other proportional input signal input wires should be a max of 656 ft (200m) min AWG 20.

Please refer to the Wiring Examples for wiring instructions.

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Block Function Description

24 Vac or 24 Vdc Com

** Exact Operation will vary based on the settings of DIP switch #1 and #7.

24 Vac or +24 Vdc

Floating

Power

Input Signal

Signal Common

Extend/Retract**

Feedback Signal

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Globe Valve Actuators & Assemblies

WIRING EXAMPLES

PROPORTIONAL CONTROL WIRING DIAGRAMS

12 43 65798

312 456 879

98ON7645231

OFF ON

Switches 2 & 4 OFF

0-10V

Proportional operation Proportional operation

TRANSFORMER OR DC POWER SUPPLY TO BE SIZED FOR RECOMMENDED VA

REQUIREMENTS PER CONTROLLER/ACTUATOR PRODUCT DATA SHEETS

2-10 Vdc Feedback

Controller

Line Volts

Transformer

OFF ON

Switches 2 OFF & 4 ON

2-10V

Transformer or DC Power Supply

Line Volts

Actuator

0-10/2-10 Vdc Proportional Application * Provides 16 Vdc, 25mA output source

** Optional Ground connection ** Optional Ground connection

Line Volts

Transformer

Controller

Transformer or DC Power Supply

Line Volts

Actuator

AI D1C

D1 HGD2CAIAO

Actuator

OFF

Switches 2 OFF & 4 ON

4-20mA with 500 ohm resistor

Proportional operation

TRANSFORMER OR DC POWER SUPPLY TO BE SIZED FOR RECOMMENDED VA

REQUIREMENTS PER CONTROLLER/ACTUATOR PRODUCT DATA SHEETS

2-10 Vdc

Transformer

Line Volts

Feedback

Controller

Line Volts

Transformer or DC Power Supply

Actuator

500 ohm

HGD2D1CAIAO

4-20mA Proportional Application

* Provides 16 Vdc, 25mA output source

ActuatorTransformer

Line

AI D1CAO

Volts

Controller

Transformer or DC Power Supply

Line Volts

AI D1C

500ohm

Actuator

AI D1CAO

HGD2

0-10/2-10Vdc Proportional Multiple

Actuators powered from single source.

* Provides 16 Vdc, 25mA output source

Transformer

Line Volts

Controller

0-10/2-10Vdc Proportional Multiple

Actuators powered from separate sources.

Transformer or DC Power Supply

Line Volts

Actuator

HGD2D1CAIAO

Line Volts

Transformer or DC Power Supply

Actuator

Transformer

Line

AI CAO

Volts

D1 D2

4-20mA Proportional Multiple

Actuators powered from single source.

* Provides 16 Vdc, 25mA output source

Actuator

Controller

Transformer or DC Power Supply

Line Volts

4-20mA Proportional Multiple

HGD2D1CAI

500ohm

Line Volts

Transformer or DC Power Supply

Actuators powered from separate sources.

Actuator

GD2D1CAIAO

* Provides 16 Vdc, 25mA output source * Provides 16 Vdc, 25mA output source

500 ohm resistor (included w/actuator) is required.

For 4-20mA input Dip Switches 2 OFF and 4 ON

Caution: This product contains a half-wave rectier power supply and must not be powered o transformers used to power other devices utilizing non-isolated full-wave rectier power supplies.

Refer to EN-205, Guidelines for Powering Multiple Devices from a Common Transformer, F-26363 for detailed information

Relay 1

Relay 2

KC1K1 K2

KC2K3 K4

OPTIONAL S2 AUXILIARY SWITCH

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Globe Valve Actuators & Assemblies

FLOATING CONTROL WIRING DIAGRAMS

TRANSFORMER OR DC POWER SUPPLY TO BE SIZED FOR RECOMMENDED VA REQUIREMENTS

2-10 Vdc Feedback

Line Volts

Transformer

98ON7645231

OFF

Switch 2 ON for oating operation

PER CONTROLLER/ACTUATOR PRODUCT DATA SHEETS

Actuator

Transformer

D1 HGD2CAIAO

Line Volts

Actuator

2-10 Vdc Feedback

Line Volts

Controller

TRIAC SINK Application

* Provides 16 Vdc, 25mA output source

Transformer

* Provides 16 Vdc, 25mA output source

Transformer

Two power sources

Controller

RELAY SINK Application

Two power sources

Line Volts

Transformer / DC Power Supply

2-10 Vdc Feedback

Line Volts

Transformer / DC Power Supply

Actuator

2-10 Vdc Feedback

Actuator

D1CAIAO

D2 HG

Transformer / Power Supply

Line Volts

Transformer

Line Volts

Controller

TRIAC SINK Application

* Provides 16 Vdc, 25mA output source

One power source

2-10 Vdc Feedback

Controller

RELAY SINK Application

One power source

2-10 Vdc Feedback

HGD2D1CAIAO

Actuator

CAIAO

GD2D1

Actuator

Controller

TRIAC SOURCE Application

* Provides 16 Vdc, 25mA output source

One power source

HGD2D1CAIAO

Controller

TRIAC SOURCE Application

* Provides 16 Vdc, 25mA output source

One power source

HGD2D1CAIAO

DO NOT WIRE AS SHOWN

Note:

If AC polarity cannot be determined, a separate transformer must power each

Relay 1

Relay 2

KC1K1 K2

KC2K3 K4

controller and actuator.

OPTIONAL S2 AUXILIARY SWITCH

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Forta

Globe Valve Actuators & Assemblies

PROGRAM SWITCH SETTINGS FOR THE FORTA NONSPRING RETURN ACTUATORS

Proportional

0-10

0-5, 2-6

60 sec.

Normal

OP ADJ

OFF

Switch Set-

ting

1 Valve closing screw direction After power up, actuator will retract fully before the

2 Control mode

3 Sequence operation

4 Input voltage range

5 Working voltage range

6 Running time

7 Direction of movement This switch will change the proportional or  oating input

8 Linearization

9 Input signal/ Stroke Calibration Normal Used to calibrate the input control signal and the valve

1 Units are shipped with all nine switches in a default “o ” position. 2 Switch 3 must be in the o position if sequence control is not used. 3 Switch 5 is only active if switch 2 is o and switch 3 is on.

Description O Position

input control signal takes control. This switch will change

the proportional or  oating input signal to direct or

reverse action similar to switch 7.

Proportional signal Floating signal

( oating control only)

signal to direct or reverse action similar to switch 1.

Normal operation SW 2 o , SW 3 on, SW 4 select base range (0-10 or 2-10) SW 5

0 to 10 Vdc 2 to 10 Vdc

0 to 5 Vdc

2 to 6 Vdc

60 sec 300 sec

Normal

OUT

Floating

Sequence

2-10

5-10, 6-10

300 sec.

Inverse

LIN/LG

On Position

After power up, actuator will extend fully before the input

control signal takes control. This switch will change the

proportional or  oating input signal to direct or reverse action

similar to switch 7.

select sequence range

5 to 10 Vdc

6 to 10 Vdc

This switch will change the proportional or  oating input

signal to direct or reverse action similar to switch 1.

Used to adjust the actuator’s linear or logarithmic characteris-

tics. With this setting, the characteristics of an equally modi-

 ed percentage valve can be modi ed to almost linear and

a linear valve can operate with “quick open” characteristics

based on the application requirements.

stroke. With the actuator powered, turn switch nine on, then

o . The actuator will match the control input signal to the valve stroke. Note: Switch 9 must be in the o position for

normal operation.

Note: For the actuator to register new settings of the switches, the supply voltage must be removed by cutting power to the actuator or lowering the manual override lever, then change any of switches one through eight as required and then restore power to the actuator or raise the manual override level.

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Globe Valve Actuators & Assemblies

ACTUATOR VALVE SELECTION FOR THE FORTA NONSPRING RETURN ACTUATORS

Select Valve/Actuator Combination Having Su cient Close o for Application

Valve Body

Two-Way Valves P Code Size M400A ( VB) M800A (VB) M1500A (VB)

VB-7211-0-3-P VB-7211-0-4-P VB-7212-0-4-P VB-7213-0-4-P VB-7214-0-4-P VB-7215-0-4-P VB-7221-0-4-P VB-7222-0-4-P VB-7223-0-4-P VB-7224-0-4-P VB-7225-0-4-P VB-7253-0-4-P VB-7263-0-4-P VB-7273-0-4-P VB-7283-0-4-P

VB-8213-0-5-P VB-8223-0-5-P

Three-Way Valves P Code Size M400A ( VB) M800A (VB) M1500A

VB-7312-0-4-P VB-7313-0-4-P VB-7314-0-4-P VB-7315-0-4-P

-01, -02, -03, -04 1/2”(15 mm) 250 (1712) 250 (1712) —

-05, -06 3/4” (20 mm) 198 (1356) 250 (1712) —

-07, -08 1” (25 mm) 92 (630) 207 (1418) —

-09 1-1/4” (32 mm) 56 (384) 130 (890) —

-10 1-1/2” (40 mm) 37 (253) 88 (603) 177 (1212)

-11 2” (40 mm) 19 (130) 48 (329) 98 (671)

-12, -13, -14, -15,

-16

-02, -04 1/2”(15 mm) 250 (1712) 250 (1712) —

-06 3/4” (20 mm) 198 (1356) 250 (1712) —

-08 1” (25 mm) 92 (630) 207 (1418) —

2-1/2” to 6” Do not use Do not use 125 (856)

Close-o Ratings, psi (kPa)

VB-7323-0-4-P -04, -06, -08, -09,

VB-8303-0-5-P

VB-9313-0-5-P

-12, -13, -14, -15,

a. Not all bodies are available for all port codes. b. Requires U-Bolt mounting style.

-09 1-1/4” (32 mm) 56 (384) 130 (890) —

-10 1-1/2” (40 mm) 37 (253) 88 (603) —

-11 2” (40 mm) 19 (130) 48 (329) —

-10, -11

-16

-12 2-1/2” Do not use

-13 3” Do not use

-14 4” Do not use

-15 5” Do not use Do not use 14 (96)

-16 6” Do not use Do not use 9 (62)

1/2” to 2” 250 (1712) Do not use

2-1/2” to 6” Do not use Do not use 35 (241)

29 (199)

19 (130)

10 (68)

61 (418)

42 (288)

22 (151)

Schneider Electric 13 5 4 C lif for d Av e. L o ve s P ark , I L 61111 1- 88 8 - 4 4 4-13 11 w w w. s c hne i d er- e l ect r i c.c o m / bui ldi n g s

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Forta

Globe Valve Actuators & Assemblies

PROGRAMMING FORTA NONSPRING RETURN ACTUATORS

VB 72x3 and 82x3 Two-Way Globe Valve, Forta Non-Spring Return, Proportional Control Setup Reference

Valve Type Program Switch Position Power Up

Valve position at

low signal input

VB-x223 stem up

closed

VB-x223 stem

down open

VB-x223 stem up

closed

VB-x223 stem

down open

Switch 1 Switch 2 Switch 7 Low end of signal

OFF OFF OFF Retract No Flow DA Retract No Flow 2 Vdc No Flow

OFF OFF ON Retract No Flow RA Extend Full Flow 10 Vdc Full Flow

ON OFF ON Extend Full Flow DA Retract No Flow 10 Vdc No Flow

ON OFF OFF Extend Full Flow RA Extend Full Flow 2 Vdc Full Flow

Position

Input Signal Action Desired Valve Operation

input range

Feedback Signal

Action

10 Vdc Full Flow

2 Vdc No Flow

2 Vdc Full Flow

10 Vdc No Flow

VB-x213 stem up

open

VB-x213 stem

down closed

VB-x213 stem up

open

VB-x213 stem

down closed

ON OFF ON Extend No Flow RA Retract Full Flow 10 Vdc Full Flow

ON OFF OFF Extend No Flow DA Extend No Flow 2 Vdc No Flow

OFF OFF OFF Retract Full Flow RA Retract Full Flow 2 Vdc Full Flow

OFF OFF ON Retract Full Flow DA Extend No Flow 10 Vdc No Flow

VB-73x3 or VB-9313 Three-Way Globe Valve, Forta Non-Spring Return, Proportional Control Setup Reference

Valve Type Program Switch Position Power Up Position

Valve position at low

signal input

VB-x313 stem up

Open B to AB

VB-x313 stem down

Closed B to AB

VB-x313 stem up

Open B to AB

VB-x313 stem down

Closed B to AB

VB-7323 stem up

 ow B to AB

VB-7323 stem down

 ow B to A

VB-7323 stem up

 ow B to AB

VB-7323 stem down

 ow B to A

Switch 1 Switch 2 Switch 7 Low end of signal input

OFF OFF OFF Retract-Full Flow

OFF OFF ON Retract-Full Flow

ON OFF ON Extend-Full Flow

ON OFF OFF Extend-Full Flow

OFF OFF OFF Retract-Full Flow

OFF OFF ON Retract-Full Flow

ON OFF ON Extend-Full Flow

ON OFF OFF Extend-Full Flow

B to AB

A to AB

B to AB

B to A

Retract-Full Flow

Extend-No Flow

Retract-Full Flow

Extend-No Flow

Retract-Full Flow

Extend-No Flow

Retract-Full Flow

Extend-No Flow

a. Upon power up, actuator will stroke to the power up position before the input signal takes control.

Desired Valve Operation

range

B to AB

2 Vdc No Flow

10 Vdc Full Flow

10 Vdc No Flow

2 Vdc Full Flow

Feedback Signal Action

at Port B

2 Vdc Full Flow

10 Vdc No Flow

2 Vdc Full Flow

10 Vdc Full Flow

2 Vdc No Flow

10 Vdc Full Flow

2 Vdc Full Flow

10 Vdc No Flow

2 Vdc Full Flow

10 Vdc Full Flow

2 Vdc No Flow

10 Vdc Full Flow

VB-8303 Three Way Globe Valve, Forta Non-Spring Return, Proportional Control Setup Reference

Valve Type Program Switch Position Power up

Valve position with

D2 powered

VB-8303 stem up

Open B to AB

VB-8303 stem down

Closed B to AB

VB-8303 stem up

Open B to AB

VB-8303 stem down

Closed B to AB

Switch 1 Switch 2 Switch 7 Low end of signal input

OFF OFF OFF Retract-Full Flow

OFF OFF ON Retract-Full Flow

ON OFF ON Extend-Full Flow

ON OFF OFF Extend-Full Flow

position

B to AB

A to AB

Desired Valve Operation

range

Retract-Full Flow

B to AB

Extend-No Flow

B to AB

Retract-Full Flow

B to AB

Extend-No Flow

B to AB

Feedback signal action

@ Port B

2 Vdc Full Flow 10 Vdc No Flow

10 Vdc No Flow 2 Vdc Full Flow

10 Vdc Full Flow

2 Vdc No Flow

10 Vdc Full Flow

a. Upon power up, actuator will stroke to the power up position before the input signal takes control.

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Forta

Globe Valve Actuators & Assemblies

VB-72x3 or VB-82x3 Two Way Globe Valve, Forta Non-Spring Return, Floating Control Setup Reference

Valve Type Program Switch Position Desired Valve Operations

Valve position with D2

powered

VB-x223 stem up closed OFF ON OFF Retract-No Flow Retract-No Flow 2 Vdc Extend-Full Flow 10 Vdc

VB-x223 stem down open OFF ON ON Retract-No Flow Extend-Full Flow 10 Vdc Retract-No Flow 2 Vdc

VB-x223 stem up closed ON ON ON Extend-Full Flow Retract-No Flow 10 Vdc Extend-Full Flow 2 Vdc

VB-x223 stem down open ON ON OFF Extend-Full Flow Extend-Full Flow 2 Vdc Retract-No Flow 10 Vdc

VB-x213 stem up open ON ON ON Extend-No Flow Retract-Full Flow 10 Vdc Extend-No Flow 2 Vdc

VB-x213 stem down closed ON ON OFF Extend-No Flow Extend-No Flow 2 Vdc Retract-Full Flow 10 Vdc

VB-x213 stem up open OFF ON OFF Retract-Full Flow Retract-Full Flow 2 Vdc Extend-No Flow 10 Vdc

VB-x213 stem down closed OFF ON ON Retract-Full Flow Extend-No Flow 10 Vdc Retract-Full Flow 2 Vdc

Switch 1 Switch 2 Switch 7 Power up

position

Power to D2

input terminal

Feedback signal Power to D1

input terminal

Feedback signal

VB-73x3 or VB-9313 Three Way Globe Valve, Forta Non-Spring Return, Floating Control Setup Reference

Valve Type Program Switch Position Desired Valve Operations

Valve position with D2

powered

VB-x313 stem up

Open B to AB

VB-x313 stem down

Closed B to AB

VB-x313 stem up

Open B to AB

VB-x313 stem down

Closed B to AB

Switch 1 Switch 2 Switch 7 Power up

position

OFF ON OFF Retract-Full Flow

B to AB

OFF ON ON Retract-Full Flow

B to AB

ON ON OFF Extend-Full Flow

A to AB

ON ON ON Extend-Full Flow

A to AB

Power to D2

input terminal

Retract-Full Flow

B to AB

Extend-No Flow

B to AB

Extend-No Flow

B to AB

Retract-Full Flow

B to AB

Feedback signal Power to D1

input terminal

2 Vdc Ex tend-No Flow

B to AB

10 Vdc Retract-Full Flow

B to AB

2 Vdc Retract-Full Flow

B to AB

10 Vdc Ex tend-No Flow

B to AB

Feedback signal

10 Vdc

2 Vdc

10 Vdc

2 Vdc

VB-7323 stem up

Flow B to AB

VB-7323 stem down

Flow B to A

VB-7323 stem up

Flow B to AB

VB-7323 stem down

Flow B to A

OFF ON OFF Retract-Full Flow

B to AB

OFF ON ON Retract-Full Flow

B to AB

ON ON OFF Extend-Full Flow

B to A

ON ON ON Extend-Full Flow

B to A

Retract-Full Flow

B to AB

Extend-No Flow

B to AB

Extend-No Flow

B to AB

Retract-Full Flow

B to AB

2 Vdc Ex tend-No Flow

B to AB

10 Vdc Retract-Full Flow

B to AB

2 Vdc Retract-Full Flow

B to AB

10 Vdc Ex tend-No Flow

B to AB

10 Vdc

2 Vdc

10 Vdc

2 Vdc

VB-8303 Three Way Globe Valve, Forta Non-Spring Return, Floating Control Setup Reference

Valve Type Program Switch Position Desired Valve Operations

Valve position with D2

powered

VB-8303 stem up

Open B to AB

VB-8303 stem down

Closed B to AB

VB-8303 stem up

Open B to AB

VB-8303 stem down

Closed B to AB

Switch 1 Switch 2 Switch 7 Power up

position

OFF ON OFF Retract-Full Flow

B to AB

OFF ON ON Retract-Full Flow

B to AB

ON ON OFF Extend-Full Flow

A to AB

ON ON ON Extend-Full Flow

A to AB

Power to D2

input terminal

Retract-Full Flow

B to AB

Extend-No Flow

B to AB

Extend-No Flow

B to AB

Retract-Full Flow

B to AB

Feedback signal Power to D1

input terminal

2 Vdc Ex tend-No Flow

B to AB

10 Vdc Retract-Full Flow

B to AB

2 Vdc Retract-Full Flow

B to AB

10 Vdc Ex tend-No Flow

B to AB

Feedback signal

10 Vdc

2 Vdc

10 Vdc

2 Vdc

a. Upon power up, actuator will stroke to the power up position before the input signal takes control.

Note: The switch positions on pages eight and nine are the base programming con gurations, in the base con gurations all other switches should be switched o . Once the base programming con guration has been set up you may wish to add additional programming features and functions that are listed below.

DA = Full open, full  ow, 10vdc output / Full closed, no  ow, 2vdc output RA = Full open, full  ow, 2vdc output / Full closed, no  ow 10vdc output

Schneider Electric 13 5 4 C lif for d Av e. L o ve s P ark , I L 61111 1- 88 8 - 4 4 4-13 11 w w w. s c hne i d er- e l ect r i c.c o m / bui ldi n g s

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Page 10

Forta

Globe Valve Actuators & Assemblies

AUXILIARY SWITCH SETUP

Switch 1

OPEN

Switch 2

OPEN

% of Value Travel

With the actuator powered and being controlled by the input signal the optional auxiliary switches only transfer contacts as follows, driving from full retract to full extend the auxiliary contacts transfer when the actuator is about 95% of full extend travel.

When the actuator drives from full extend to full retract the contacts will transfer when the actuator is about 95% of full retract travel.

Optional Auxiliary Switch Function (S2)

Auxliary Switches 2- SPDT

KC1-K1 X X X X

KC1-K2 X X X X

KC2-K3 X X X X

KC2-K4 X X X X

Floating Control or Proportional Control

High Input Signal or D1 Action

Low Input Signal or D2 Action

Example A Example B Example C Example D

Program Switch 1 OFF Powered Retracted

Closed Open Closed Open Closed Open Closed Open

Program switches 1 o , 7 o Program switches 1 on, 7 on Program switches 1 o , 7 on Program switches 1 on, 7 o

Extends Extends Retracts Retracts

Retracts Retracts Extends Extends

10 20

30 40

Program Switch 1 ON Powered Extended

60 70 80 90 100

Program Switch 1 OFF Powered Retracted

Program Switch 1 ON Powered Extended

Note: This table shows the auxiliary switch action based on the dip switch 1 and 7 settings. You should program the dip switches on the actuator based on the application requirements, once programmed review this chart to determine the action of the auxiliary switches and wire the switches accordingly. IF YOU CHANGE EITHER DIP SWITCH 1 or 7 TO GET A DIFFERENT CONTACT CLOSURE YOU WILL CHANGE THE EXTEND/RETRACT MOVEMENT OF THE ACTUATOR.

Schneider Electric 13 5 4 C lif for d Av e. L o ve s P ark , I L 61111 1- 88 8 - 4 4 4-13 11 w w w. s c hne i d er- e l ect r i c.c o m / bui ldi n g s

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Page 11

Forta

Screw-Mount Forta

Actuator Linkage Slot

Stem Adaptor

Actuator Stem Height

Valve Nut

Top of the Actuator Yoke Slot

Red Manual Override Lever Shown in Auto Position

Note: Clockwise and Counter-Clockwise directional orientation in the installation instruction is described from the underside of the actuator, not from the view above.

Stem Nut

Globe Valve Actuators & Assemblies

ACTUATOR INSTALLATION

Short, Threaded Forta Valves Installation on a 1/2” - 2” VB-7000: Valve Installation Required Tools: M-370 1 5/8” open end wrench 7/16” open end wrench 5/16” open end wrench

Con rm that the factory set dimension from the bottom of the 1. actuator linkage slot to the top of the mounting boss is 7/8”. If the actuator is not set at this dimension please adjust the actuator to obtain this 7/8” dimension by placing the Red Manual Override Lever in the down position and rotating it to obtain required position. Pull up the valve stem.2. Screw the stem adapter jam nut (provided with the actuator) to 3. the bottom of the valve stem threads. Screw the stem adapter (provided with the actuator) all the way 4. on to the valve stem to the jam nut, using the 5/16” and 7/16” open end wrenches and tighten. Slide the groove of the stem adapter in to the actuator linkage 5. slot and position the actuator on to the valve. Engage the large valve nut several turns on to the actuator yoke 6. by hand (the valve stem may be pushed into the valve during this process). To create plug and seat clearance before  nal assembly tightening, lower the Red Manual Override Lever and rotate clockwise  ve turns (looking from the bottom of the actuator). If you skip this step, you may have trouble getting the valve tight onto the actuator and risk damaging internal components of the valve. Fully tighten the large valve nut to the actuator yoke using the 7. M-370 1 5/8” open end wrench. Raise the Red Manual Override Lever to allow actuator operation.8.

U-Bolt Mount (Tall) Forta: Valve Installation ½” – 2” VB-7000 AV-821 (Purchase Separately) Required Tools: M-370 1 5/8” open end wrench 7/16” open end wrench 5/16” open end wrench 13 mm wrench

Con rm that the factory set dimension from the bottom of the 1. actuator linkage slot to the top of the mounting boss is 2 1/4”. If the actuator is not set at this dimension please adjust the actuator to obtain this 2 1/4” dimension with the Red Manual Override Lever in the down position turn as required. Raise Red Manual Override Lever after re-positioning. Pull up the valve stem.2. Screw the stem adapter jam nut, provided with the AV-82x, 3. 1/2” down the valve stem threads. Screw the stem adapter, provided with the AV-82x kit, on to 4. the valve stem to the jam nut, tighten with wrenches. Install the AV-82x bonnet adapter all the way on the valve, and 5. tighten with appropriate wrenches. Slide the goove of the stem adapter in to the actuator linkage 6. slot and position the actuator onto the valve aligning the grove of the bonnet adapter with the U-Bolt mounting holes in the actuator yoke.

7. Install the U clamp and the two 13mm U clamp mounting nuts and tighten with the 13mm wrench.

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2 ½” – 6” VB-8000/9313 AV-822 (Purchase Separately) Required Tools: 3/4” open end wrench 5/8” open end wrench 13 mm wrench Pipe wrench

Bottom of the actuator linkage slot

Top of the

mounting boss

Bonnet adapter

Red Manual Override Lever Shown in Auto Position

Stem adapter

Jam nut

U-Bolt Forta mounted on VB-7000 valve

Page 12

Forta

Globe Valve Actuators & Assemblies

GLOBE VALVE/FORTA COMPATIBILITY

Connection Part Number VB-7000 1/2 “ to 2” Bronze

Screw-Mount M400A-VB

M400A-S2-VB

M800A-VB

M800A-S2-VB

M1500A-VB

M1500A-S2-VB

U-Bolt Mount M400A

M400A-S2

M800A

M800A-S2

M1500A

M1500A-S2

Direct Mounted

Yes

—Yes

VB-7000 1/2” to 2” Bronze Re-

quires AV-821 Linkage

Purchased separately

———

VB-8000 2-1/2” to 6” Iron

Requires AV-822 Linkage

Purchased separately

—

Yes Ye s

VB-9313 2-1/2” to 6” 3 way

mixing Iron Requires AV-822

Linkage Purchased seperately

—

2 1/2 to 4” only

a. M1500A actuators should not be used on VB-7323 Three Way Diverting Valves

ELECTRICAL CONNECTIONS

The switches on the circuit board should be set before the actuator is installed. There are no other switches or potentiometers that should be set or adjusted. Actuator travel adjustment must be set as follows upon commissioning: Actuator and valve linked, manual override lever raised (AUTO), power on, move switch 9 (OP/ADJ) ON and then OFF. Forta closes the valve and opens it fully. The adjustment is  nished by the actuator closing the valve again; the electronic circuitry then adjusts the stroke. It also scales the actuator input signal, output feedback signal, and optional auxiliary switch outputs to match the valve’s travel. The set values are stored in the EEPROM of the actuator so that they will remain after a loss of voltage. When the end position adjustment is complete, the actuator starts to control the valve according to the control signal.

Note: Switch 9 (OP/ADJ) must be in the o position for normal operation.

ACCESSORIES

U-Bolt Mounting Style Only (M400A, M800A, M1500A Only):

AV-821 VB-7xxx series globe valve linkage kit required for M400A, M800A, and M1500A actuator mounting. Order separately, F-27701.

AV-822 Globe valve linkage kit required for mounting M800A actuators to 2-1/2 to 4 inch VB-9313 and the M1500A actuators to either the 2-1/2” to 6” VB-9313 series globe valves and the 2-1/2” to 6” VB-8000 series globe valves. Order separately, F-27702.

U-Bolt or Screw Mount Styles (M400A (VB)/M800A (VB)/M1500A (VB) Styles):

AV-800 series globe valve adapters (competitor valves). F-27470

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Forta

Globe Valve Actuators & Assemblies

APPROVALS

FEDERAL COMMUNICATION COMMISSION (FCC) Note: This equipment has been tested and found to comply with the limits for class B digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in residential installations. This equipment generates, uses, and can rediate radio frequency energy and may cause harmful interference if not installed and used in acordance with the instructions. Even when instructions are followed, there is no guarantee that interferance will not occur in a particular setting-Which can be determined by turning the equipment o and on-the user is encouraged to try to correct the interference by one or more of the following measures:

- Reorient or relocate the receiving antenna

- Increase the seperation between the equipment and receiver

- Connect the equipment to an outlet on a circuit di erent form that to which the receiver is connected

- Consult the dealer or an experienced radio/television technician for help.

CANADIAN DEPARTMENT OF COMMUNICATIONS (D0C) Note: This class B digital apparatus meets all requirements of the Canadian Interference Causing Equipment Regulations Cet apparel numenique de la classe respects toutes les exigences du reglement sur le material broilleur du Canada.

EUROPEAN STANDARD EN 55022 Warring: This is a class B digital (European Classi cation) product in a domestic environment this product may cause radio interference in which case the user may be required to take adequate measures.

CAUTION: Avoid locations where excessive moisture, corrosive fumes, vibration, or explosive vapors are present.

Schneider Electric 13 5 4 C lif for d Av e. L o ve s P ark , I L 61111 1- 88 8 - 4 4 4-13 11 w w w. s c hne i d er- e l ect r i c.c o m / bui ldi n g s

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Globe Valve Actuators & Assemblies

Schneider Electric 13 5 4 C lif for d Av e. L o ve s P ark , I L 61111 1- 88 8 - 4 4 4-13 11 w w w. s c hne i d er- e l ect r i c.c o m / bui ldi n g s

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