Schneider Electric AV-602 Installation Instructions

Application

The AV-602 linkage is designed to connect Schneider
Electric SmartX Actuators to 1” to 2” VB-7XXX globe

valves.

Table-1 Actuator/Valve Combinations

AV-602

SmartX Actuator

Globe Valve Linkage

General Instructions

SmartX

Actuator

MX41-707X
MX41-715X
MX40-717X

Factory - Assembled

Valve Sizes

2-way & 3-way

1-1/2 to 2 inch

1 to 2 Inch
1-1/4 Inch

1-1/2 to 2 inch

Field-Assembled to

VB Valve Bodies

2-way & 3-way

1 to 2 inch

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Applicable Literature

F-Number Description Audience Purpose

F-11366 Valve Selection Chart Steam (two-way valves only)

F-11080 Valve Selection Chart Water

F-13755 CA-28 Control Valve Sizing

F-26080 EN-205 Water System Guidelines

F-26642

F-26644

F-26645

F-26742

F-26743

F-26747

F-26748

F-26749

F-26752

Schneider Electric SmartX Spring Return Two-Position
Actuators General Instructions

Schneider Electric SmartX Spring Return Floating
Actuator General Instructions

Schneider Electric SmartX Series Spring Return
Proportional Actuator General Instructions

MA40-717X Schneider Electric SmartX Series Actuators
Spring Return Direct Coupled Actuator General
Instructions.

MF40-6083, MF40-6153 Schneider Electric SmartX
Series Non-Spring Return Direct Coupled Actuator
General Instructions.

MS40-6083, MS40-6153 Schneider Electric SmartX
Series Non-Spring Return Direct Coupled Actuator
General Instructions.

MS40-717X Schneider Electric SmartX Series Spring
Return Direct Coupled Actuator General Instructions.

MF40-7173 Schneider Electric SmartX Series Spring
Return Direct Coupled Actuator General Instructions.

VX-2000, VX-7000 Series, VB-2000 Series Ball/Linked
Globe Valve Assemblies Actuator/Linkage Assemblies
Selection Guide

– Application Engineers
– Installers
– Service Personnel
– Start-up Technicians

– Sales Personnel
– Application Engineers
– Installers
– Service Personnel
– Start-up Technicians

Provides charts, equations, and diagrams

to assist in the conguration of valve

system applications. TOOL-150, valve
sizing slide rule may be purchased
separately

DescribesSchneider Electric approved
water treatment practices.

Describes the actuator’s features,
specications, and possible applications.

Provides step-by-step mounting
instructions.

Provides part number cross referencing of

phased out globe and ball valve
assemblies with the new Schneider
Electric direct-coupled actuators.

2

INSTALLATION

Inspection

Requirements

Inspect package for damage. If damaged, notify carrier immediately. If undamaged, open
the package and inspect for obvious damage. Return damaged products.

• Training: Installer must be a qualied, experienced technician.

• Tools (not provided):

– Appropriate wrenches for stem extensions, packing nuts, and bracket nuts
– 10 mm socket wrench (for shaft clamp nuts on MX40-717X, MX41-707X, MX41-

715X)
– Torque wrench, range to include 55 to 216 lb-in.
– Pipe wrenches, two
– TOOL-37, 1-5/8 inch open-end wrench for valve mounting nut
– 5/16” open-end wrench for jam nuts
– Vise grip or pliers
– Appropriate power supply (see the applicable actuator General Instructions sheet

for power requirements)

Warning:

• Disconnect the actuator power before installation to prevent damage.

• Make all connections in accordance with the job wiring diagram and in accordance with

national and local electrical codes. Use copper conductors only.

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General Installation

Mounting

Schneider Electric globe valve linkages are provided as complete assemblies. The following

3

pages contain instructions for installing the AV-602 linkage.

Allow at least 5” (127 mm) above the actuator/linkage assembly for removal and
reattachment of the actuator to the installed valve.

Assembling Actuator
and Linkage to Valve
Body

Process Overview

This assembly procedure consists of two sections:

• Section A. Assembling Linkage to Valve — All Valve Types and Actuator Models

For all actuator models and valve types (2-way and 3-way), follow the instructions in

this section to assemble the linkage to the valve.

• Section B. Actuator Mounting and Setup

In this section, choose the subsection that is appropriate for the specic actuator type
and valve type, to mount the actuator and adjust the linkage:

– B1. Actuators with Manual Override — 2-Way Valves (Stem Up Closed and Stem

Up Open) and 3-Way Valves

These instructions apply to actuators with manual override, to be mounted onto
2-way valves (stem up closed and stem up open) and 3-way valves.

– B2. Spring-Return Actuators without Manual Override — 2-Way Valves (Stem Up

Closed and Stem Up Open)

These instructions apply to spring-return actuators, to be mounted onto 2-way
valves (stem up closed and stem up open).

– B3. Spring-Return Actuators without Manual Override — 3-Way Valves

These instructions apply to spring-return actuators, to be mounted onto 3-way
valves.

Refer to Table-2, below, to determine the assembly path for the specic actuator and valve.

Table-2 Assembly Process for Mounting Actuator and Linkage to Valve Body.

Actuator Type Valve Type Section A

Actuators with Manual
Override

Spring-Return
Actuators without
Manual Override

2-Way Stem-Up Open X X

2-Way Stem-Up Closed X X

3-Way X X

2-Way Stem-Up Open X X

2-Way Stem-Up Closed X X

a

3-Way

X X

Subsection B1 Subsection B2 Subsection B3

Section B

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Section A. Assembling Linkage to Valve — All Valve Types and Actuator

Typical Valve Body
(2-Way shown)

Linkage

Typical Actuator
(MX41-707X shown)

1 Locate and remove the two

jam nuts taped to the
linkage housing, then screw
the nuts to the bottom of the
valve stem (at least 1/4" of
the stem should extend
above the top nut).

2 Tighten the jam nuts

against each other,
using two 5/16"
open-end wrenches.

3 Raise the valve

stem to the full
up position.

6 Rotate the pinion shaft

CW to fully lower the
rack, and then position
the linkage over the
valve stem.

7 Fully thread the

linkage rack onto
the valve stem,
and then engage
the valve mounting
nut in the linkage
adaptor.

8 Orient the

linkage on the
valve as desired,
and then tighten
the valve
mounting nut
against the
linkage adaptor,
using TOOL-37.

9 Rotate the pinion

shaft CCW to raise
the rack and expose
the jam nuts.

10 Tighten the jam

nuts against the
rack, using a 5/16"
open-end wrench
on the lower jam
nut.

L

R

L

LOCK

4 Loosen the anti-rotation

screw and disengage it
from the slot on the
bottom of the actuator.
Remove the actuator if
necessary.

5 Loosen the shaft

clamp nuts and
remove the actuator
from the linkage.

Models

1. Assemble the linkage to the valve, according to Figure-1.

4

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Figure-1 Assembling Linkage to Valve.

2. Continue the assembly process according to the following section, “Section B. Actuator
Mounting and Setup.”

Section B. Actuator Mounting and Setup

5 Make sure the actuator is in

full contact with the plastic
stand-offs on the linkage.

L

R

L

LOCK

6 Use a 10 mm wrench or socket

to tighten the two nuts equally
on the shaft clamp, 8 to 10 lb-ft
(11 to 14 N-m).

Optional: Affix the Open and
Closed labels to the indicator in
the appropriate positions.

OPENCLOSED

3 Align the actuator with the

linkage.

4 Slide anti-rotation screw NYBA-161

half way into the slot on the bottom
of the actuator, and then tighten the
nut on the anti-rotation screw.

2 Slide the actuator, "L" side

facing out, onto the linkage's
pinion shaft.

NYBA-161

Anti-Rotation Screw

1 Rotate the linkage's pinion shaft CCW,

to retract the rack (stem up).

To mount the actuator and set up the assembly, refer to the subsection that applies to the
specic actuator type and valve type.

B1. Actuators with Manual Override — 2-Way Valves (Stem Up Closed and Stem Up

Open) and 3-Way Valves

MX41-707X, MX41-715X

a. Install the actuator onto the linkage and valve, and set up the assembly, according

to Figure-2.

Note:The MX41-707X and MX41-715X actuators feature a manual override
mechanism that may be used to reposition the actuator’s output shaft. Refer to the

MX40-6XXX-2XX Series and MX4X-7XXX-2XX Series Actuator / Linkage
Assemblies for Globe Valves General Instructions, F-26750.

5

Figure-2 Mounting MX41-707X or MX41-715X and Setting Up Actuator/Linkage/Valve Assembly.

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b. Apply power to the actuator and check the system’s operation for heating or

cooling output, in response to the control signal.

c. Refer to the appropriate actuator General Instructions sheet for actuator wiring

and application information (see “Applicable Literature” on page 2). For valve
body installation and application information, refer to the appropriate valve body

General Instructions sheet.

B2. Spring-Return Actuators without Manual Override — 2-Way Valves (Stem Up

2 Slide the actuator, "L" side

facing out, onto the linkage's
pinion shaft.

1 Rotate the linkage's pinion shaft to the valve open

position:

• Stem Up Open Valves - Rotate the pinion shaft
CCW to retract the linkage rack to the up position.

• Stem Up Closed Valves - Rotate the pinion shaft
CW to extend the linkage rack to the down position.

L

R

L

3 Align the actuator with the

linkage.

4 Slide anti-rotation screw NYBA-161

or NYBA-181 half way into the slot
on the bottom of the actuator, and
then tighten the nut on the anti­rotation screw.

1 Tip:

• MA40-7XXX Two-Position - When power is applied
(L1, L2), the actuator will travel to the end of
stroke.

• MF40-704X, MF40-707X, MF40-715X Floating
Control - Connect the blue lead to the red lead, and
then apply power (L1, L2) to drive the actuator to
the end of stroke.

• MF40-717X Floating Control - Connect the white
(+) lead to the black (-) lead, and then apply power
(L1, L2) to drive the actuator to the end of stroke.

• MS40-704X, MS40-707X, MS40-715X Proportional
Control - Change the reversing switch setting from
direct acting (L) to reverse acting (R), and then
apply power to drive the actuator to the end of
stroke. When finished, return the switch setting to
direct acting (L).

• MS40-717X Proportional Control - Apply 10 Vdc
(signal) to the white (+) and black (-) leads, and
then apply power (L1, L2) to drive the actuator to
the end of stroke.

Optional: Affix the Open and
Closed labels to the indicator in
the appropriate positions.

OPENCLOSED

L

R

L

1 2

6 Lightly finger-tighten the two nuts on the shaft clamp(s), and

then set up the actuator and tighten the shaft clamp(s) as
follows:

For N.O. Operation, Stem Up Open Valves

a. Verify that the linkage rack is still in the full up position.

b. Using a 10 mm wrench or socket, torque the nuts equally

on the shaft clamp(s), 8 to 10 lb-ft (11 to 14 N-m). The
actuator is now in the open position, without power.

For N.C. Operation, Stem Up Closed Valves

a. Power the actuator to the end of stroke (see the

applicable actuator General Instructions).

b. Verify that the linkage rack is still in the full down position.

c. Using a 10 mm wrench or socket, torque the nuts equally

on the shaft clamp(s), 8 to 10 lb-ft (11 to 14 N-m). The
actuator is now in the open position, at the end of stroke.

NYBA-181

Anti-Rotation Screw for

MX40-717X

5 Make sure the actuator is in

full contact with the plastic
stand-offs on the linkage.

NYBA-161

Anti-Rotation Screw for

MX40-707X, MX40-715X

2 Caution: When used on a VB-9XXX or

similar 1/2" to 1-1/4" (15 mm to 32 mm)
valve body, push the valve stem all the
way down and adjust the rack to get at
least 1/32" (1 mm) clearance above the top
of the packing. Use only 35 lb-in. (16 N-m)
MX40-704X actuators on obsolete valves.
Stem or plug damage may result from
using actuators with higher output torques.

Procedures Apply to

MX40-717X Also

Closed and Stem Up Open)

MX40-707X, MX40-715X, MX40-717X

a. Install the actuator onto the linkage and 2-way valve, and set up the assembly,

according to Figure-3.

6

Figure-3 Mounting Spring-Return Actuator on 2-Way Valve and Setting Up Actuator/Linkage/Valve Assembly.

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b. Apply power to the actuator and check the system’s operation for heating or

cooling output, in response to the control signal.

c. Refer to the appropriate actuator General Instructions sheet for actuator wiring

and application information (see “Applicable Literature” on page 2). For valve
body installation and application information, refer to the appropriate valve body

General Instructions sheet.

B3. Spring-Return Actuators without Manual Override — 3-Way Valves

2

3

2 Tip: A 1-5/8" open-end wrench can be used to

measure the amount of rotation (measured between
opposite sides of the slot).

L

R

L

LOCK

L

R

L

1 2

3 Tip:

•

MA40-707X, MA40-715X T

wo-Position - When power is applied

(L1, L2), the actuator will travel to the end of stroke

.

•

MF40-707X, MF40-715X Floating Control - Connect the blue lead
to the red lead, and then apply power (L1, L2) to drive the actuator
to the end of stroke.

•

MS40-707X, MS40-715X Proportional Control - Change the
reversing switch setting from direct acting (L) to reverse acting (R),
and then apply power to drive the actuator to the end of stroke.
When finished, return the switch setting to direct acting (L).

1 MX40-707X and MX40-715X

actuators are shipped at the
end of stroke, without preload.

6 Apply power to the actuator to rotate it CCW into alignment

with the mounting plate, and then slide anti-rotation screw
NYBA-161 halfway into the slot on the bottom of the
actuator. Tighten the nut on the anti-rotation screw.

Warning: Take care not to pinch your fingers or hand
between the actuator and the mounting plate, when
powering the actuator into alignment.

Caution: When setting the valve preload, power must be
used to position the actuator. Do not manually force the
actuator into the mounting position. If forced, damage to the
pinion shaft or improper close-off may occur.

1-3/8"

3 Align the actuator with the

mounting plate, then rotate it
10° CW. Note that 1-3/8"
movement at the anti-rotation
slot (measured at the anti­rotation slot's centerline) is
sufficiently equal to 10°.

4 Make sure the actuator is in

full contact with the plastic
stand-offs on the linkage.

5 Holding the actuator at the 10°

position, use a 10 mm wrench or
socket to tighten the two nuts
equally on the shaft clamp, 8 to
10 lb-ft (11 to 14 N-m).

2 Slide the actuator, "L" side

facing out, onto the linkage's
pinion shaft.

10°

Optional: Affix the Open and
Closed labels to the indicator
in the appropriate positions.

OPENCLOSED

NYBA-161
Anti-Rotation Screw for
MX40-707X, MX40-715X

TOOL-37

2

1-5/8"

1-5/8" Open-End
Wrench

1 Rotate the linkage's pinion shaft CCW,

to retract the rack (stem up).

MX40-707X, MX40-715X

a. Install the actuator onto the linkage and 3-way valve, and set up the assembly,

according to Figure-4.

7

Figure-4 Mounting MX40-707X or MX40-715X and Setting Up Actuator/Linkage/Valve Assembly.

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Apply power to the actuator and check the system’s operation for heating or

b.

cooling output, in response to the control signal.

c. Refer to the appropriate actuator General Instructions sheet for actuator wiring

and application information (see “Applicable Literature” on page 2). For valve
body installation and application information, refer to the appropriate valve body

General Instructions sheet.

MX40-717X

a. Install the actuator onto the

assembly, according to Figure-5.

linkage and 3-way valve, and set up the

1 2

2

1 MX40-717X actuators

are shipped at the end of
stroke, without preload.

3

6 Apply power to the actuator to rotate it CCW into alignment

with the mounting plate, and then slide anti-rotation screw
NYBA-181 halfway into the slot on the bottom of the
actuator. Tighten the nut on the anti-rotation screw.

Warning: Take care not to pinch your fingers or hand
between the actuator and the mounting plate, when
powering the actuator into alignment.

Caution: When setting the valve preload, power must be
used to position the actuator. Do not manually force the
actuator into the mounting position. If forced, damage to the
pinion shaft or improper close-off may occur.

3 Tip:

•

MA40-717X Two-Position - When power is applied (L1, L2),
the actuator will travel to the end of stroke.

• MF40-717X Floating Control - Connect the white (+) lead to
the black (-) lead, and then apply power (L1, L2) to drive
the actuator to the end of stroke.

• MS40-717X Proportional Control - Apply 10 Vdc (signal) to
the white (+) and black (-) leads, and then apply power (L1,
L2) to drive the actuator to the end of stroke.

NYBA-181
Anti-Rotation Screw for
MX40-717X

10°

TOOL-37

1-5/8"

2

L

5 Holding the actuator at the 10° position, use a

wrench or socket to tighten the two nuts equally
on the shaft clamps, 8 to 10 lb-ft

(

11 to 14 N-m

).

2 Tip: A 1-5/8" open-end wrench can be used to

measure the amount of rotation (measured
between opposite sides of the slot).

2 Slide the actuator, "L" side

facing out, onto the linkage's
pinion shaft.

Optional: Affix the Open and
Closed labels to the indicator
in the appropriate positions.

OPENCLOSED

1-3/8"

3 Align the actuator with the linkage,

then rotate it 10° CW. Note that 1-3/8"
movement at the anti-rotation slot
(measured at the slot's centerline) is
sufficiently equal to 10°.

1-5/8" Open-End
Wrench

1 Rotate the linkage's pinion

shaft CCW, to retract the
rack (stem up).

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Figure-5 Mounting MX40-717X and Setting Up Actuator/Linkage/Valve Assembly.

b. Apply power to the actuator and check the system’s operation for heating or

cooling output, in response to the control signal.

c. Refer to the appropriate actuator General Instructions sheet for actuator wiring

and application information (see “Applicable Literature” on page 2). For valve
body installation and application information, refer to the appropriate valve body

General Instructions sheet.

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