Schneider Electric AV-607-1, AV-609-1 Installation 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 actuators

• AV-609-1 is compatible with Schneider Electric (Siebe,
Barber-Colman, INVENSYS) 6” VB-8xx3, 5” and 6” VB­931x, and discontinued 5” and 6” VB-92xx valves and
Schneider Electric SmartX Actuators

2

2

AV-607-1
AV-609-1

SmartX Actuator Linkages

for 1-1/2” to 6” Globe Valves

General Instructions

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

1

AV-607-1 and AV-609-1 replace AV-607 and AV-609 respectively

2

Check the appropriate valve selection guide for close-offs for your ap plication,

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F- 27479 -3 April 2014

Note: Do not install a 300 lb-in MX41-634-x actuator on the
AV-607-1 linkage as equipment damage may occur.

Applicable Literature

Clamps (4)

AV-609-1 Stabilizer
Factory assembled to linkage

AV-607-1 Stabilizer
Factory assembled to linkage

Anti-Rotation Spacer
Factory assembled to linkage

Spacer

Clamp
Blocks (4)*

Stem Nuts (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

NYBA-148 Anti-Rotation Stud
for Mx4x40-717x and
Mx41-6343 (2)

* Clamp blocks are only required for the MX41-634x and Mx40-717x actuators.

•

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)

2

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 qualied, 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

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F- 27479 -3 April 2014

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.

3

General Installation

Schneider Electric globe valve rack and pinion linkages are provided as complete assemblies. The following pages contain
instructions for installing the AV-607-1 and AV-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 specic 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) VB-

8223 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 specic actuator and valve.

Table-1 Procedure for Mounting Actuator and Linkage to Valve Body.

Actuator Type Valve Type

Spring Return
Actuators with
Manual Override
Mx41-707x
Mx41-715x

Non-Spring Return
Actuators with
Manual Override
Mx41-6153
Mx41-634x

Spring Return
Actuators without
Manual Override
Mx40-717x

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2-Way and 3-Way, Normal
Position Valve Stem Up

2-Way and 3-Way, Normal
Position Valve Stem Down

2-Way and 3-Way, Normal
Position Valve Stem Up

2-Way and 3-Way, Normal
Position Valve Stem Down

2-Way and 3-Way, Normal
Position Valve Stem Up

2-Way and 3-Way, Normal
Position Valve Stem Down

Subsection B1 Subsection B2 Subsection B3 Subsection B4 Subsection B5

X

X

a

Section B

X

X

X

X

Typical Valve Body

(2-Way shown)

1 Thread 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.

2 Thread 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.

3 Tighten the two jam

nuts against each
other, using two 11/16"
open-end wrenches.

Spacer

3 threads

visible,

minimum

1 thread visible

minimum

2-19/32" ± 1/32"

(with stem up)

3-19/32" ± 1/32"

(with stem up)

VB-8223 2-Way,

Stem Up Closed &

VB-8303 3-Way

1-11/16" ± 1/32"

(with stem down)

2-1/2" to 6"
VB-8213 2-Way
VB-921x 2-Way,
Stem Up Open

Spanner

Nut

Jam Nuts (2)

Valve Stem

4 Rotate 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.

7 Orient the linkage on the

valve as desired by rotating
the linkage up to one turn

6 Thread the entire linkage

onto the bonnet until it
contacts the spacer.

8 Tighten the spanner nut against

the spacer.

9 Tighten 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.

2-1/2" to 5"

for VB-8000 Series

2-1/2" to 4”

for VB-9000 Series

6" Valves

for VB-8000 Series

5” and 6”

for VB-9000 Series

1

1 To allow easier rotation of the jam

nuts and valve stem, unseat the
valve stem by rotating the pinion
shaft slightly CW or CCW.

NYBA-161 for Mx4x-707x, MX4x-715x
(Factory assembled to linkage)

NYBA-148 for Mx40-717x, Mx41-6343

A

V-601-1 Only

NYBA-206 for Mx41-6153
AV-607-1 Only

Anti-Rotation Studs (2)

(one each side)

Figure-2 Anti-Rotation Studs

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).

4

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.”

1

See Table-1 on page 3

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Figure-3 Assembling Linkage to Valve

L

R

L

LOCK

3 Align the actuator with the

linkage.

4 Slide anti-rotation stud(s) NYBA-161

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

8 Wire the actuator in accordance with the job

wiring diagrams and the wiring information
contained in the applicable actuator General
Instructions (see "Applicable Literature").

OPENCLOSED

9 Optional: Affix the Open and Closed

labels to the angle of rotation indicator, in
positions to match the actual valve stroke.

NYBA-161

Anti-Rotation Stud

Note: The manual override disengages when the actuator is

powered. The manual override may also be manually
disengaged using the supplied hex wrench. To do this,
turn, then release, the hex wrench approximately 5° CW,
to "jog" the mechanism and release the manual override
preset. Note that 1 to 1-1/2 turns of the manual override
crank is approximately 10°.

1 Normal Position - Valve Stem Up

VB-8213 & VB-921x 2-Way, Stem Up Open

Set the actuator preload to an indicator reading
of 80° (i.e. 10° from the end of stroke).

VB-8223 & VB-922x 2-Way, Stem Up Closed
VB-8303 & VB-931x 3-Way, Port A Closed

Set the actuator preload to an indicator reading
of 5°.
Remove anti-rotation stud if assembled on
linkage.

5 Make sure the actuator is in

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

6 Ensure the valve is in the closed position (see Table-6;

port A closed for 3-way). 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).

1

1

1 The Mx41-707x and Mx41-715x actuators feature a manual override

mechanism that may be used to reposition the actuator’s output shaft.
Both actuators have 95° of stroke (from indicator reading -5° to 90°).

80°

5°

R

L

LOCK

7 Refer to the applicable table in "Setting

Actuator/Valve Action" and, using a
screwdriver, turn the L/R selector to
choose "direct acting" or "reverse acting."

Slide the actuator, "L" side

facing out, onto the linkage's
pinion shaft.

2

Caution: Do not use manual override if using dual actuators!

Section B. Actuator Mounting and Setup

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. Spring Return Actuators with Manual Override 2-Way Valves and 3-Way Valves (Normal Position — Valve Stem Up)

Mx41-707x (VB-9xxx only with AV-607-1) and Mx41-715x (AV-607-1 and AV-609-1)

a. Install the actuator (or actuators if using dual actuators) onto the linkage and valve, and set up the assembly,
according to Table-3 on page 10 or Table-3 on page 11

Note: If using dual actuators, make sure both rotate and spring return in the same direction. Do not use manual override on
installed actuators if using dual actuators. See “General Installation” on page 3.

5

b. 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.

c. Power the actuator(s) and check the system’s operation for heating or cooling output, in response to the control

Figure-4 Mounting Mx41-707x or M41-715x and Setting Up Actuator/Linkage/Valve

signal. See “Setting Actuator/Valve Action” on page 10.

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B2. Spring Return Actuators with Manual Override 2-Way Valves and 3-Way Valves (Normal Position — Valve Stem Down)

R

R

L

LOCK

3 Align the actuator with the

linkage.

4 Slide anti-rotation stud(s) NYBA-161

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

8 Wire the actuator in accordance with the job

wiring diagrams and the wiring information
contained in the applicable actuator General
Instructions (see "Applicable Literature").

NYBA-161

Anti-Rotation Stud

5 Make sure the actuator is in full contact with the

plastic stand-offs on the linkage.

6 Ensure the valve is in the closed position (see Table-6;

port A closed for 3-way). 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).

1 The Mx41-707x and Mx41-715x actuators feature a manual override

mechanism that may be used to reposition the actuator’s output shaft.

Both actuators have 95° of stroke (from indicator reading -5° to 90°).

1 Normal Position - Valve Stem Down

VB-8213 & VB-921x 2-Way, Stem Up Open

Set the actuator preload to an indicator reading
of 5°.

VB-8223 & VB-922x 2-Way, Stem Up Closed
VB-8303 & VB-931x 3-Way, Port B Closed

Set the actuator preload to an indicator reading
of 80° (i.e. 10° from the end of stroke).

1

1

80°

5°

OPENCLOSED

9 Optional: Affix the Open and Closed

labels to the angle of rotation indicator, in
positions to match the actual valve stroke.

Note: The manual override disengages when the

actuator is powered.

The manual override may
also be manually disengaged using the supplied
hex wrench. To do this, turn, then release, the
hex wrench approximately 5° CW, to "jog" the
mechanism and release the manual override
preset. Note that 1 to 1-1/2 turns of the manual
override crank is approximately 10°.

R

L

LOCK

7 Refer to the applicable table in "Setting

Actuator/Valve Action" and, using a
screwdriver, turn the L/R selector to
choose "direct acting" or "reverse acting."

Slide the actuator, "R" side facing

out, onto the linkage's pinion
shaft. Relocate the actuator
clamp to the outboard side if
necessary.

2

Caution: Do not use manual override if using dual actuators!

Mx41-707x (VB-9xxx only with AV-607-1) and Mx41-715x (AV-607-1 and AV-609-1)

a. Install the actuator (or actuators if using dual actuators) onto the linkage and valve, and set up the assembly,

according to Table-2 on page 10 or Table-3 on page 11.

Note: If using dual actuators, make sure both rotate and spring return in the same direction. Do not use manual override on
installed actuators if using dual actuators. See “General Installation” on page 3.

6

Figure-5 Mounting Mx41-707x or M41-715x and Setting Up Actuator/Linkage/Valve

b. 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.

c. Power the actuator(s) and check the system’s operation for heating or cooling output, in response to the control

signal. See “Setting Actuator/Valve Action” on page 10.

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B3. Non-Spring Return Actuator with Manual Override

2 Slide the actuator onto the

linkage's pinion shaft.

Mx41-6343 Series - Install
with the "L" side facing out.

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

OPENCLOSED

6 Verify that the actuator is in full contact with the

plastic stand-offs on the linkage. Once the
valve is in the closed position, proceed as
follows:

Mx41-6153 Series

Using a 10 mm wrench or socket, tighten the
shaft clamp nut 7.5 to 9 lb-ft (10 to 12 N-m). Do
not over-tighten.

Mx41-6343 Series

Using a 1/2" wrench or socket, tighten the shaft

4 Slide the anti-rotation stud half

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

3 Align the actuator with

the linkage.

1 Rotate the linkage's pinion shaft to

the valve closed position:

• Stem Up Closed VB-922x Series
and VB-931x Series Valves ­Rotate the pinion shaft CCW to
retract the linkage rack to the up
position.

•

Stem Up Open VB-921x Series
Rotate the pinion shaft CW to
extend the linkage rack to the down
position.

Stem Up

Closed

(shown)

Stem Up

Open

Shaft Clamp Nut

5 Position the actuator's output shaft as

follows:

Mx41-6153 Series

a. Press and hold down the manual

override button.

b. Position the actuator output shaft, 10°

stem up open or 10° stem up closed
(note that each increment is 5°).

c. When finished, release the manual

override button.

Mx41-6343 Series

a. Using the supplied hex wrench,

position the actuator's output shaft at
10° stem up open or 10° stem up
closed (note that each increment is 5°)

Manual

Override

Button

NYBA-206

Anti-Rotation Stud for

Mx41-6153

NYBA-148

Anti-Rotation Stud for

Mx41-6343

Mx41-6153 Series

Stem Up

Closed

Stem Up

Open

L

10°

10°

1

1 Mx41-6343 Series - Position

the output shaft as shown:

VB-8213 and VB-921x 2-Way Valves (Valve Stem Up, Open)
VB-8223 and VB-922x 2-Way Valves (Valve Stem Up, Closed)
VB-8303 and VB-931x 3-Way Valves (Valve Stem Up, Port A Closed)

Mx41-6153 Series (VB-9xxx only) Actuator with AV-607-1 Linkage, Mx41-634x Actuator with AV-609-1 Linkage Only

a. Install the actuator (or actuators if using dual Mx41-6153 actuators) onto the linkage and valve, and set up the
assembly, according to Figure-7 on page 8 and Table-4 on page 11 or Table-5 on page 12.

Note: If using dual actuators, make sure both rotate in the same direction. Do not use manual override on installed actuators if
using dual actuators. See “General Installation” on page 3.

7

Schneider Electric

Figure-6 Mounting Mx41-6153 Series or Mx41-634x Series Actuator and Setting Up Actuator/Linkage/Valve

b. 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.

c. Power the actuator(s) and check the system’s operation for heating or cooling output, in response to the control

signal. See “Setting Actuator/Valve Action” on page 10.

F- 27479 -3 April 2014

B4. Spring Return Actuators without Manual Override

3 Tip:

•

MA40-717x Two-Position - When power is applied to L1, L2 (Red / Black
24V) (White / Black 120v) (Lt Blue / Brown 240v) the actuator will travel CW
(As viewed from the L side).

• MF40-7173 Floating Control - The Yellow/Black lead drives the actuator
CCW and the Blue lead drives the actuator CW (as viewed from the "L"
side). The Red lead is 24 hot and the Black is 24 Ground. Making the Red
lead to the Blue lead will drive the actuator CW.

• MS40-717x Proportional Control - Apply 10Vdc to the Gray (COM) and
Yellow/Black (+) Leads, and then apply power to( L1 and L2) (Brown / Light
Blue 240v) (Black / White 120v) or (Red / Black 24v) to drive the actuator
CW (As viewed from the L Side).

1 Mx40-717x actuators are

shipped at the zero position,
without preload.

3

6 Apply power to rotate the actuator body CCW into alignment with

the linkage, and then slide the anti-rotation stud (NYBA-148)
halfway into the slot on the bottom of the actuator. Tighten the
nut on the anti-rotation stud.

Caution: Take care not to pinch your fingers or hand between
the actuator and the linkage, 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.

OPENCLOSED

7 Optional: Affix the Open and Closed labels to the

indicator, in positions to match the actual valve stroke.

2 Tip: A 1-5/8" open-end wrench

(TOOL-37) can be used to
measure the amount of rotation
(measured between opposite
sides of the slot).

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

4 Make sure the actuator is in full

contact with the plastic
stand-offs on the linkage, and
that the valve is in the full up
position.

2 Slide the actuator, "L"

side facing out, onto the linkage's
pinion shaft. Make sure clamp
blocks are inserted between
pinion shaft and each clamp.

1 2

L

1-3/8"

1 Rotate the linkage's pinion shaft

CCW, to retract the rack (stem up).

1-5/8" Open-End

Wrench

2

1-5/8"

TOOL-37

5 With clamp blocks in place, hold the actuator at

the 10° position. Use a 1/2" wrench or socket to
tighten the two nuts equally on each shaft
clamp, 4 to 6 lb-ft (5 to 8 N-m).

NYBA-148

Anti-Rotation Stud for

Mx40-717x

!

Clamp blocks (one for each
clamp; see steps 2 and 5)

10

0

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)

Mx40-717x (AV-607-1 and AV-609-1)

a. Install the actuator (or actuators if using dual actuators) onto the linkage and valve, and set up the assembly,

according to Table-3 on page 11. Use the two clamps supplied with the linkage.

Note: If using dual actuators, make sure both rotate and spring return in the same direction.

8

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F- 27479 -3 April 2014

b. 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.

c. Power the actuator(s) and check the system’s operation for heating or cooling output, in response to the control
signal. See “Setting Actuator/Valve Action” on page 10.

Figure-7 Mounting Mx40-717x and Setting Up Actuator/Linkage/Valve

B5. Spring-Return Actuators without Manual Override

1 2

OPENCLOSED

7 Optional: Affix the Open and Closed labels to the

indicator, in positions to match the actual valve stroke.

4 Make sure the actuator is in full

contact with the plastic
stand-offs on the linkage, and
that the valve is in the full down

Slide the actuator, "R" side facing
out, onto the linkage's pinion shaft.
Make sure clamp blocks are
inserted between pinion shaft and
each clamp.

1 Rotate the linkage's pinion

shaft CW, to extend the rack
(stem down).

3

6 Apply power to rotate actuator body CW into alignment with the

linkage, and then slide the anti-rotation stud (NYBA-148) halfway
into the slot on the bottom of the actuator. Tighten the nut on the
anti-rotation stud.

Caution: Take care not to pinch your fingers or hand between
the actuator and the linkage, 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.

2 Tip: A 1-5/8" open-end wrench

(TOOL-37) can be used to
measure the amount of rotation
(measured between opposite
sides of the slot).

3 Align the actuator with the linkage,

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

R

1-3/8"

1-5/8"

1-5/8" Open-End

Wrench

2

2

TOOL-37

NYBA-148

Anti-Rotation Stud for

Mx40-717x

1 Mx40-717x actuators are

shipped at the zero position,
without preload.

3 Tip:

• MA40-717x Two-Position - When power is applied to L1, L2 (Red / Black
24V) (White / Black 120v) (Lt Blue / Brown 240v) the actuator will travel
CWW (As viewed from the "R" side).

• MF40-717x Floating Control - the Yellow/Black lead drives the actuator CW
and the Blue lead drives the actuator CCW (as viewed from the "R" side).
The Red lead is 24 hot and the Black is 24 Ground. Making the Red lead to
the Blue lead will drive the actuator CCW.

•

MS40-717x Proportional Control - Apply 10Vdc to the Gray (COM) and
Yellow/Black (+) Leads, and then apply power to L1 and L2 (Brown / Light
Blue 240v) (Black/ White 120v) or (Red / Black 24v) to drive the actuator
full CCW (As viewed from the "R" Side).

Clamp block (one for each

clamp; see steps 2 and 5)

5 With clamp blocks in place, hold the actuator

at the 10° position. Use a 1/2" wrench or
socket to tighten the two nuts equally on each
shaft clamp, 4 to 6 lb-ft (5 to 8 N-m).

2

!

10°

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)

Mx40-717x (AV-607-1 and AV-609-1)

a. Install the actuator (or actuators if using dual actuators) onto the linkage and valve, and set up the assembly,
according to and Table-3 on page 11. Use the two clamps supplied with the linkage.

Note: If using dual actuators, make sure both rotate and spring return in the same direction.

9

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F- 27479 -3 April 2014

b. 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.

c. Power the actuator(s) and check the system’s operation for heating or cooling output, in response to the control
signal. See “Setting Actuator/Valve Action” on page 10.

Figure-8 Mounting Mx40-717x and Setting Up Actuator/Linkage/Valve

Setting Actuator/Valve Action

Set the actuator/valve action according to Table-2, Table-3, Table-4, or Table-6.

These tables may also be used to check the action of the completed actuator/linkage/valve assembly.

Table-2 Mx41-707x Mx41-715x Series Spring Return Actuators.

a

Primary

Valve

Part

Number

Actuator

Facing

Side

L L R R CW CCW Down Closes CCW CW

VB-921x

VB-8213

L R R L CCW CW Up Opens CCW CW

R L L R CW CCW Down Closes CW CCW

R R L L CCW CW Up Opens CW CCW

L L R R CW CCW Down Opens CCW CW

VB-922x

VB-8223

L R R L CCW CW Up Closes CCW CW

R L L R CW CCW Down Opens CW CCW

R R L L CCW CW Up Closes CW CCW

L L R R CW CCW Down

L R R L CCW CW Up

VB-931x

R L L R CW CCW Down

R R L L CCW CW Up

L L R R CW CCW Down

L R R L CCW CW Up

VB-8303

R L L R CW CCW Down

R R L L CCW CW Up

a

Primary actuator is mounted on side of linkage with rack not visible

b

Secondary actuator is mounted on side of linkage with rack visible.

c

As viewed facing actuator.

Switch

Setting

Secondaryb

Actuator

Facing

Side

Switch
Setting

Primary

Actuator

Rotation

Control Signal Increase Spring Return

Secondary

Actuator

c

Rotation

Valve Stem

Moves

c

Valve Action

“A” Opens

“B” Closes

“A” Closes

“B” Opens

“A” Opens

“B” Closes

“A” Closes

“B” Opens

“A” Opens

“B” Closes

“A” Closes

“B” Opens

“A” Opens

“B” Closes

“A” Closes

“B” Opens

Primary

Actuator

Rotation

CCW CW

CCW CW

CW CCW

CW CCW

CCW CW

CCW CW

CW CCW

CW CCW

Secondary

Actuator

c

Rotation

Valve

Normal

c

Position

Open

(Stem Up)

Closed

(Stem Down)

Closed

(Stem Up)

Open

(Stem Down)

“A” Closed

“B” Open

(Stem Up)

“A” Open

“B” Closed

(Stem Down)

“A” Closed

“B” Open

(Stem Up)

“A” Open

“B” Closed

(Stem Down)

10

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F- 27479 -3 April 2014

Table- 3 MA40-717x Spring Return Actuators.

a

Valve Part

Number

Primary

Actuator

Facing

Secondary

Actuator

Side

VB-921x
VB-8213

VB-922x
VB-8223

L R CW CCW Down Closes CCW CW Open (Stem Up)

R L CCW CW Up Opens CW CCW Closed (Stem Down)

L R CW CCW Down Opens CCW CW Closed (Stem Up)

R L CCW CW Up Closes CW CCW Open (Stem Down)

L R CW CCW Down

VB-931x

R L CCW CW Up

L R CW CCW Down

VB-8303

R L CCW CW Up

a

Primary actuator is mounted on side of linkage with rack not visible

b

Secondary actuator is mounted on side of linkage with rack visible.

c

As viewed facing actuator.

Facing

Side

b

Primary

Actuator

Rotation

Control Signal Increase Spring Return

Secondary

Actuator

c

Rotation

11

Valve
Stem

c

Moves

Valve

Action

“A” Opens

“B” Closes

“A” Opens
“B” Closes

“A” Opens
“B” Closes

“A” Closes
“B” Opens

Primary

Actuator

Rotation

Secondary

c

Rotation

CCW CW

CW CCW

CCW CW

CW CCW

Actuator

Valve

c

Normal

Position

“B” Open, “A” Closed

(Stem Up)

“A” Open, “B” Closed

(Stem Down)

“B” Open, “A” Closed

(Stem Up)

“A” Open, “B” Closed

(Stem Down)

Table-4 MF41-6153 Floating, MS41-6153 Proportional Non-Spring Return Actuators (AV-607-1 Only)

Control Signal Increase

Secondaryc

Actuator

CCW

CW

CCW

CW

CCW

CW

CCW

CW

b

e

d

e

d

e

d

e

d

Rotation

Valve
Stem

Valve Action

Moves

Down Closes

Up Opens

Down Opens

Up Closes

Down “A” Opens, “B” Closes

Up “A” Closes, “A” Opens

Down “A” Opens, “B” Closes

Up “A” Closes, “A” Opens

Valve Part

Number

VB-921x
VB-8213

VB-922x
VB-8223

VB-931x

VB-8303

a

Primary actuator is mounted on side of linkage with rack not visible

b

Secondary actuator is mounted on side of linkage with rack visible.

c

As viewed facing actuator. MF models: control signal applied to Wire 6 (Y1).

d

MF models: control signal applied to Wire 6 (Y1). MS models: DIP switch set to “CW”.

e

MF models: control signal applied to Witre 7 (Y2). MS models: DIP switch set to “CCW”.

Primary
Actuator

Rotation

CW

CCW

CW

CCW

CW

CCW

CW

CCW

a

b

d

e

d

e

d

e

d

e

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F- 27479 -3 April 2014

Table-5 Mx41-6343 Floating and Mx41-634x Proportional Non-Spring Return Actuator (AV-609-1 Only)

a

Valve Part

Number

Primary
Actuator

Facing

Secondary

Actuator

Side

VB-921x
VB-8213

VB-922x
VB-8223

VB-931x

VB-8303

a

Primary actuator is mounted on side of linkage with rack not visible

b

Secondary actuator is mounted on side of linkage with rack visible.

c

As viewed facing actuator.

L R CW CCW Down Closes

R L CCW CW Up Opens

L R CW CCW Down Opens

R L CCW CW Up Closes

L R CW CCW Down “A” Opens, “B” Close

R L CCW CW Up “A” Closes, “B” Opens

L R CW CCW Down “A” Opens, “B” Closes

R L CCW CW Up “A” Closes, “B” Opens

Facing

Side

b

Primary

Actuator

Rotation

c

Control Signal Increase

Secondary

Actuator

c

Rotation

Valve
Stem

Moves

Valve Action

Valve Body Action

Table-6 Valve Body Action

Valve Body

Part Number

Description

VB-8213 Two-way stem up open Open Closed

VB-8223 Two-way stem up closed Closed Open

VB-8303 Three-way diverting / mixing

a

Port A Closed

Port B Open

VB-921x Two-way stem up open Open Closed

VB-922x Two-way stem up closed Closed Open

VB-931x Three-way mixing

a

AB port is the common port on 3-way valves

a

Port A Closed

Port B Open

Valve Action

Stem Up Stem Down

a

a

Port A Open

Port B Closed

Port A Open

Port B Closed

a

a

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F- 27479 -3 April 2014

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