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

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

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

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

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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)

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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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.

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

Section B

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 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

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).

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.”

See Table-1 on page 3

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Figure-3 Assembling Linkage to Valve

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