Schneider Electric AV-607-1, AV-609-1 Installation Instructions
AV-607-1
AV-609-1
SmartX Actuator Linkages for 1-1/2” to 6” Globe Valves
General Instructions
Application
AV-607-1 and AV-609-11 linkages are designed to connect single or dual Schneider Electric spring return and nonspring return SmartX Actuators to 1-1/2” to 6” VB-9xxx and 2-1/2” to 6” VB-8xx3 globe valves.
Features
•Allows mounting of single or dual Schneider Electric SmartX Actuators
•AV-607-1 is compatible with Schneider Electric (Siebe, Barber-Colman, INVENSYS) 2-1/2” to 5” VB-8xx3, 1-1/2” to 4” VB-931x, and discontinued 1-1/2” to 4” VB-92xx valves and Schneider Electric SmartX actuators2
•AV-609-1 is compatible with Schneider Electric (Siebe,
Barber-Colman, INVENSYS) 6” VB-8xx3, 5” and 6” VB- |
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931x, and discontinued 5” and 6” VB-92xx valves and |
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Schneider Electric SmartX Actuators2 |
AV-607-1 |
•Maintenance-free construction
•Corrosion protected heavy-duty steel rack and pinion construction and metal housing
•Precision rack self aligns with the valve stem
AV-609-1
1AV-607-1 and AV-609-1 replace AV-607 and AV-609 respectively |
Note: Do not install a 300 lb-in MX41-634-x actuator on the |
2Check the appropriate valve selection guide for close-offs for your application, |
AV-607-1 linkage as equipment damage may occur. |
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Schneider Electric
F-27479-3 |
April 2014 |
2
Applicable Literature
•EN-205 Water System Guidelines, F-26080
•AV-608 Linkage Adapter Kit General Instructions, F-27253
•MA40-704x, MA4x-707x, MA4x-715x Schneider Electric SmartX Spring Return Two-Position Actuators General Instructions, F-26642
•MA40-717x Schneider Electric SmartX Series Spring Return Two-Position Actuators General Instructions, F-26742
•MF4x-7xx3 Schneider Electric SmartX Series Spring Return Floating Actuator General Instructions, F-26644
•MF40-7173 Schneider Electric SmartX Series Spring Return Floating Actuator General Instructions, F-26749
•MF41-6153,/MS41-6153 Series Non-Spring Return Rotary Electronic Damper Actuator General Instructions, F-27215
•MS4x-7xx3 Schneider Electric SmartX Series Spring Return Proportional Actuator General Instructions, F-26645
•MS40-717x Schneider Electric SmartX Series Spring Return Proportional Actuator General Instructions, F-26748
•Mx41-6xxx-220/-230 and MX4x-7xxx-220/-230 Actuator/Linkage Assemblies for 2-1/2” to 6” Globe Valves General Instructions, F-27160
•Vx-7000 Series and Vx-9000 Series Mx4x-6xxx and Mx4x-7xxx Series Linked Globe Valve Assemblies with Schneider Electric SmartX Actuators Selection Guide, F-26752
•VB-8xx3 Series Balanced Plug Valve Selection Guide, F-27199
Accessories
• PKG-1171 Replacement Hardware kit (to replace lost hardware; see Figure 1)
AV-609-1 Stabilizer
Factory assembled to linkage
Clamps (4)
AV-607-1 Stabilizer
Factory assembled to linkage
Anti-Rotation Spacer
Factory assembled to linkage
Spacer 
Stem Nuts (2)
Clamp
Blocks (4)*
NYBA-148 Anti-Rotation Stud for Mx4x40-717x and Mx41-6343 (2)
NYBA-206 Anti-Rotation Stud for
MX41-6153 (2) For AV-607-1 Only
NYBA-161 Anti-Rotation Stud
for Mx4x-707x and MX4x-715x (2) Factory assembled to linkage
* Clamp blocks are only required for the MX41-634x and Mx40-717x actuators.
Figure-1 Replacement Hardware
Inspection
Inspect package for damage. If damaged, notify carrier immediately. If undamaged, open the package and inspect for obvious damage. Return damaged products.
Inspect the hardware package included with the linkage to make sure all required clamps (4), clamp blocks (4), stem lock nuts (2), and anti-rotation studs (six, two factory assembled to linkage) are included. See Figure-1. Not all parts will be needed for every installation.
Requirements
•Training: Installer must be a qualified, experienced technician.
•Tools (not provided):
–Appropriate wrenches for anti-rotation studs, stem extensions, packing nuts, and bracket nuts
–10 mm socket wrench (for shaft clamp nuts on Mx40-717x, Mx41-707x, Mx41-715x)
–1/2” nut driver and 1/2” open end wrench (for all except Mx41 634x, Mx40 717x)
–Measuring scale graduated in 1/32” increments
–Torque wrench, range to include 90 to 120 lb-in. (7.5 to 10 lb-ft, 10 to 14 N-m)
–Pipe wrenches, two
–11/16” open-end wrench for jam nuts, two
–Vise grip or pliers
–Appropriate power supply (see the applicable actuator General Instructions sheet for power requirements)
Warning: Electrical shock hazard! Contact with live circuits can result in severe injury or death.
•Disconnect the power supply (line power) at the breaker or fuse before and during installation to prevent electric shock and equipment damage.
•Make all connections in accordance with the wiring diagram and in accordance with national and local electrical codes. Use copper conductors only.
Failure to observe these warnings can result in severe injury or death and can damage the equipment.
Schneider Electric
F-27479-3 |
April 2014 |
3
General Installation
Schneider Electric globe valve rack and pinion linkages are provided as complete assemblies. The following pages contain instructions for installing theAV 607-1 andAV 609-1 linkages. Either a single actuator or dual actuators may be installed using these instructions.
Note: When installing dual actuators:
•Both actuators must be the same model.
•Actuators must be mounted and adjusted so as to rotate and spring return (if applicable) in the same direction. Refer to the mounting instructions and Table through Table-x.
•Refer to the applicable actuator literature for actuator wiring information.
•Only use the actuator and linkage combinations that are shown on Table 1. Linkage or valve damage could result if a in correct combination is applied.
•Do not attempt to use the actuator manual override feature with two actuators clamped to the same shaft. Damage and improper operation can occur. Using manual override to set individual actuator preload before installation on the linkage is permissable.
Mounting Actuator and Linkage to Valve Body
Process Overview
This mounting procedure consists of two sections:
•Section A. Mounting Linkage to Valve
–A1. Select and install anti-rotation studs.
–A2. VB-9xxx and VB-8xx3 (2-way and 3-way) valves and appropriate actuator types, 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 specific actuator type and valve type, to mount the actuator and adjust the linkage:
–B1. Spring Return Actuators with Manual Override 2-Way Valves and 3-Way Valves (Normal Position — Valve Stem Up)
–B2. Spring Return Actuators with Manual Override 2-Way Valves and 3-Way Valves (Normal Position — Valve Stem Down)
–B3. Non-Spring Return Actuator with Manual Override VB-8213 and VB-921x 2-Way Valves (Valve Stem Up, Open) VB8223 and VB-922x 2-Way Valves (Valve Stem Up, Closed) VB-8303 and VB-931x 3-Way Valves (Valve Stem Up, Port A Closed)
–B4. Spring Return Actuators without Manual Override VB-8223, VB-922x 2-Way Valves (Normal Position — Valve Stem Up, Closed) VB-8303, VB-931x 3-Way Valves (Normal Position — Valve Stem Up, Port A Closed)
–B5. Spring-Return Actuators without Manual Override VB-8213, VB-921x 2-Way Valves (Normal Position — Valve Stem Down, Closed) VB-8303, VB-931x 3-Way Valves (Normal Position — Valve Stem Down, Port B Closed)
The linkage is assembled to the valve according to Section A. Refer to Table 1, below, to determine the remainder of the assembly path for a specific actuator and valve.
Table-1 Procedure for Mounting Actuator and Linkage to Valve Body.
Actuator Type |
Valve Type |
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Section B |
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Subsection B1 |
Subsection B2 |
Subsection B3 |
Subsection B4 |
Subsection B5 |
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Spring Return |
2-Way and 3-Way, Normal |
X |
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Actuators with |
Position Valve Stem Up |
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Manual Override |
2-Way and 3-Way, Normal |
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Mx41-707x |
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X |
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Position Valve Stem Down |
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Mx41-715x |
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Non-Spring Return |
2-Way and 3-Way, Normal |
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X |
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Actuators with |
Position Valve Stem Up |
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Manual Override |
2-Way and 3-Way, Normal |
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Mx41-6153 |
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X |
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Position Valve Stem Down |
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Mx41-634x |
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Spring Return |
2-Way and 3-Way, Normal |
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X |
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Actuators without |
Position Valve Stem Up |
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Manual Override |
2-Way and 3-Way, Normal |
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X |
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Mx40-717x |
Position Valve Stem Downa |
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Schneider Electric
F-27479-3 |
April 2014 |
4
Section A. Mounting Linkage to Valve
A1. Select and Install Anti-Rotation Studs.
Based on the actuator(s) being used, select the appropriate anti-rotation studs using Figure .
Two NYBA-161 anti-rotation studs (for Mx4x-707x and Mx4x-715x actuators) are shipped factory assembled to each side of the linkage. If NYBA-148 or NYBA-206 are required, remove the two factory-installed anti-rotation studs one at a time and replace them with the required studs. Hand tighten the stud in the linkage frame slot and slide down to provide clearance for actuator installation (see Figure-2 below).
NYBA-161 for Mx4x-707x, MX4x-715x |
NYBA-148 for Mx40-717x, Mx41-6343 |
NYBA-206 for Mx41-6153 |
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(Factory assembled to linkage) |
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AV-601-1 Only |
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AV-607-1 Only |
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Anti-Rotation Studs (2)
(one each side)
Figure-2 Anti-Rotation Studs
A2. Mounting Linkage to Valve — VB-9xxx, VB-8xxx, and Appropriate1 Actuator Models
1.Assemble the linkage to the valve, according to Figure 3.
2.Continue the assembly process according to the following section, “Section B. Actuator Mounting and Setup.”
1See Table 1 on page 3
1Thread the spanner nut onto the bonnet, and then place the spacer (provided with the AV-607-1 and AV-609-1) on top of the spanner nut.
2Thread the two jam nuts (provided with the AV-607-1 and AV-609-1) onto the valve stem. Adjust the spanner nut and jam nuts to the height shown.
3Tighten the two jam nuts against each other, using two 11/16" open-end wrenches.
2-1/2" to 6" VB-8213 2-Way VB-921x 2-Way, Stem Up Open
1-11/16" ± 1/32" (with stem down)
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Valve Stem |
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3 threads |
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VB-8223 2-Way, |
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visible, |
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Stem Up Closed & |
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minimum |
Jam Nuts (2) |
VB-8303 3-Way |
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Spacer |
2-1/2" to 5" |
6" Valves |
1 thread visible |
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for VB-8000 Series |
for VB-8000 Series |
minimum |
Spanner |
2-1/2" to 4” |
5” and 6” |
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Nut |
for VB-9000 Series |
for VB-9000 Series |
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2-19/32" ± 1/32" |
3-19/32" ± 1/32" |
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(with stem up) |
(with stem up) |
Typical Valve Body
(2-Way shown)
4Rotate the pinion shaft CW to fully 
lower the rack, and then position
the linkage over the valve stem.
5 Turn the entire linkage to 
partially thread the rack 
onto the valve stem. 
7Orient the linkage on the valve as desired by rotating the linkage up to one turn
8Tighten the spanner nut against the spacer.
6Thread the entire linkage onto the bonnet until it contacts the spacer.
9Tighten the jam nuts against the rack, using an 11/16" open-end wrench on the lower jam nut.
Note: The valve stem will rotate with the jam nuts. 1
1To allow easier rotation of the jam nuts and valve stem, unseat the valve stem by rotating the pinion shaft slightly CW or CCW.
Figure-3 Assembling Linkage to Valve
Schneider Electric
F-27479-3 |
April 2014 |
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