AUMA SAVEx 07.2 User manual

Control
Parallel
Profibus DP
Profinet
Modbus RTU
Modbus TCP/IP
Foundation Fieldbus
HART
→EtherNet/IP
Multi-turn actuators
SAVEx 07.2 –SAVEx16.2
SARVEx 07.2 –SARVEx16.2
Control unit: electronic (MWG)
with actuator controls
ACVExC 01.2 Non-Intrusive
Assembly and commissioningOperation instructions

Read operation instructions first.
●Observe safety instructions.
●These operation instructions are part of the product.
●Store operation instructions during product life.
●Pass on instructions to any subsequent user or owner of the product.
Target group:
This document contains information for assembly, commissioning and maintenance staff.
Reference documents:
●Manual (device integration) of actuator controls ACVExC 01.2 EtherNet/IP
Reference documents are available on the Internet at: http://www.auma.com.
Table of contents Page
51. Safety instructions................................................................................................................. 51.1. Prerequisites for the safe handling of the product 51.2. Range of application 61.3. Warnings and notes 61.4. References and symbols
82. Identification........................................................................................................................... 82.1. Name plate 122.2. Short description
133. Transport, storage and packaging........................................................................................ 133.1. Transport 143.2. Storage 153.3. Packaging
164. Assembly................................................................................................................................ 164.1. Mounting position 164.2. Valve attachments 164.2.1. Design of output drive type A 174.2.2. Design of output drive types B and E 174.3. Handwheel fitting 184.4. Actuator: mount to valve 184.4.1. Stem nut for output drive type A: finish machining 204.4.2. Multi-turn actuator with output drive type A:mount 214.4.3. Multi-turn actuator with output drive type B:mount 224.5. Accessories for assembly 224.5.1. Stem protection tube for rising valve stem 234.6. Mounting positions of local controls 244.6.1. Mounting positions: modify
255. Electrical connection............................................................................................................. 255.1. Basic information 285.2. KES electrical connection 295.2.1. Terminal compartment: open 305.2.2. Cable connection 305.2.3. Industrial Ethernet cable:connect 315.2.4. Terminal compartment: close
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SAVEx 07.2 –SAVEx16.2 / SARVEx 07.2 –SARVEx16.2 Control unit: electronic (MWG)
Table of contents ACVExC 01.2 Non-Intrusive EtherNet/IP

325.3. External earth connection 325.4. Accessories for electrical connection 325.4.1. Actuator controls on wall bracket 325.4.2. Parking frame
346. Operation................................................................................................................................ 346.1. Manual operation 346.1.1. Manual valve operation 356.2. Motor operation 356.2.1. Operating the actuator from local controls 366.2.2. Actuator operation from remote 366.3. Menu navigation via push buttons (for settings and indications) 376.3.1. Menu layout and navigation 386.4. User level, password 396.4.1. Password entry 396.4.2. Password change 406.5. Language in the display 406.5.1. Language change
427. Indications.............................................................................................................................. 427.1. Indications during commissioning 427.2. Indications in the display 437.2.1. Feedback signals from actuator and valve 457.2.2. Status indications according to AUMA classification 467.2.3. Status indications according to NAMUR recommendation 487.3. Indication lights of local controls 497.4. Optional indications 497.4.1. Mechanical position indication via indicator mark (not self-adjusting) 497.4.2. Mechanical position indication (self-adjusting)
508. Signals (output signals)......................................................................................................... 508.1. Status signals via output contacts (digital outputs) 508.1.1. Coding the outputs 508.2. Analogue signals (analogue outputs)
519. Commissioning (basic settings)........................................................................................... 519.1. Type of seating: set 529.2. Torque switching: set 549.3. Limit switching: set 569.4. Output speed (internal): set 579.5. Connection between EtherNet/IP module and computer: check 589.6. EtherNet/IP module configuration 599.7. Test run 599.7.1. Direction of rotation at mechanical position indicator: check 619.7.2. Direction of rotation at hollow shaft/stem: check 619.7.3. Limit switching: check
6310. Commissioning (settings/options in the actuator)............................................................. 6310.1. Switch compartment: open/close 6410.2. Mechanical position indicator (self-adjusting) 6410.2.1. Mechanical position indicator: set 6510.2.2. Gear stage of the reduction gearing: test/set 6610.3. Mechanical position indication via indicator mark (not self-adjusting)
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SAVEx 07.2 –SAVEx16.2 / SARVEx 07.2 –SARVEx16.2 Control unit: electronic (MWG)
ACVExC 01.2 Non-Intrusive EtherNet/IP Table of contents

6610.3.1. Mechanical position indicator: set 6710.3.2. Gear stage of the reduction gearing: test/set
7011. Corrective action.................................................................................................................... 7011.1. Faults during commissioning 7011.2. Fault indications and warning indications 7411.2.1. Signal for temperature warning of PTC tripping device 7411.3. Fuses 7411.3.1. Fuses within the actuator controls 7411.3.2. Fuse replacement 7411.3.2.1. Replace fuses F1/F2 7511.3.2.2. Test/replace fuses F3/F4 7511.3.3. Motor protection (thermal monitoring)
7712. Servicing and maintenance................................................................................................... 7712.1. Preventive measures for servicing and safe operation 7812.2. Disconnection from the mains 7812.2.1. Disconnection from the mains with KP/KPH and KES electrical connection 7912.3. Maintenance 7912.4. Disposal and recycling
8113. Technical data......................................................................................................................... 8113.1. Technical data Multi-turn actuators 8313.2. Technical data Actuator controls
8814. Spare parts............................................................................................................................. 8814.1. Multi-turn actuators SA(V)Ex 07.2 –SA(V)Ex 16.2 / SAR(V)Ex 07.2 –SAR(V)Ex 16.2 KES 9014.2. ACVExC 01.2 actuator controls with KES electrical connection
9215. Certificates.............................................................................................................................. 9215.1. Declaration of Incorporation and EU Declaration of Conformity
95Index........................................................................................................................................
98Addresses...............................................................................................................................
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SAVEx 07.2 –SAVEx16.2 / SARVEx 07.2 –SARVEx16.2 Control unit: electronic (MWG)
Table of contents ACVExC 01.2 Non-Intrusive EtherNet/IP

1. Safety instructions
1.1. Prerequisites for the safe handling of the product
Standards/directives The end user or the contractor must ensure that all legal requirements, directives,
guidelines, national regulations and recommendations with respect to assembly,
electrical connection, commissioning and operation are met at the place of installation.
They include among others:
●Standards and directives such as IEC 60079 “Explosive atmospheres":
- Part 14: Electrical installations design, selection and erection.
- Part 17: Electrical installations inspection and maintenance.
●Applicable configuration guidelines for network applications.
Safety instructions/
warnings All personnel working with this device must be familiar with the safety and warning
instructions in this manual and observe the instructions given. Safety instructions
and warning signs on the device must be observed to avoid personal injury or property
damage.
Qualification of staff Assembly, electrical connection, commissioning, operation, and maintenance must
be carried out by suitably qualified personnel authorised by the end user or contractor
of the plant only.
Prior to working on this product, the staff must have thoroughly read and understood
these instructions and, furthermore, know and observe officially recognised rules
regarding occupational health and safety.
Work performed in potentially explosive atmospheres is subject to special regulations
which have to be observed.The end user or contractor of the plant is responsible
for respect and control of these regulations, standards, and laws.
Commissioning Prior to commissioning, imperatively check that all settings meet the requirements
of the application. Incorrect settings might present a danger to the application, e.g.
cause damage to the valve or the installation.The manufacturer will not be held
liable for any consequential damage. Such risk lies entirely with the user.
Operation Prerequisites for safe and smooth operation:
●Correct transport, proper storage, mounting and installation, as well as careful
commissioning.
●Only operate the device if it is in perfect condition while observing these instruc-
tions.
●Immediately report any faults and damage and allow for corrective measures.
●Observe recognised rules for occupational health and safety.
●Observe national regulations.
●During operation,thehousingwarms up and surfacetemperatures > 60 °C may
occur.To prevent possible burns, we recommend checking the surface temper-
ature using an appropriate thermometer and wearing protective gloves, prior
to working on the device.
Protective measures The end user or the contractor are responsible for implementing required protective
measures on site, such as enclosures, barriers, or personal protective equipment
for the staff.
Maintenance To ensure safe device operation, the maintenance instructions included in this manual
must be observed.
Any device modification requires prior written consent of the manufacturer.
1.2. Range of application
AUMA multi-turn actuators are designed for the operation of industrial valves, e.g.
globe valves, gate valves, butterfly valves, and ball valves.
5
SAVEx 07.2 –SAVEx16.2 / SARVEx 07.2 –SARVEx16.2 Control unit: electronic (MWG)
ACVExC 01.2 Non-Intrusive EtherNet/IP Safety instructions

The devices described below are approved for use in the potentially explosive
atmospheres of zones 1 and 2.
If temperatures >40 °C are to be expected at the valve mounting flange or the valve
stem (e.g.due to hot media), please consult AUMA.Temperatures > 40 °C are not
considered with regards to the non-electrical explosion protection.
Other applications require explicit (written) confirmation by the manufacturer.
The following applications are not permitted, e.g.:
●Industrial trucks according to EN ISO 3691
●Lifting appliances according to EN 14502
●Passenger lifts according to DIN 15306 and 15309
●Service lifts according to EN 81-1/A1
●Escalators
●Continuous duty
●Buried service
●Continuous submersion (observe enclosure protection)
●Potentially explosive areas of zones 0, 20, 21 and 22
●Potentially explosive areas of group I (mining)
●Radiation exposed areas in nuclear power plants
No liability can be assumed for inappropriate or unintended use.
Observance of these operation instructions is considered as part of the device's
designated use.
Information These operation instructions are only valid for the "clockwise closing" standard
version, i.e. driven shaft turns clockwise to close the valve.
1.3. Warnings and notes
The following warnings draw special attention to safety-relevant procedures in these
operation instructions, each marked by the appropriate signal word (DANGER,
WARNING, CAUTION, NOTICE).
Indicates an imminently hazardous situation with a high level of risk. Failure
to observe this warning results in death or serious injury.
Indicates a potentially hazardous situation with a medium level of risk.Failure
to observe this warning could result in death or serious injury.
Indicates a potentially hazardous situation with a low level of risk. Failure to
observe this warning could result in minor or moderate injury. May also be
used with property damage.
Potentially hazardous situation. Failure to observe this warning could result
in property damage. Is not used for personal injury.
Safety alert symbol warns of a potential personal injury hazard.
The signal word (here: DANGER) indicates the level of hazard.
1.4. References and symbols
The following references and symbols are used in these instructions:
Information The term Information preceding the text indicates important notes and information.
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SAVEx 07.2 –SAVEx16.2 / SARVEx 07.2 –SARVEx16.2 Control unit: electronic (MWG)
Safety instructions ACVExC 01.2 Non-Intrusive EtherNet/IP

Symbol for CLOSED (valve closed)
Symbol for OPEN (valve open)
Via the menu to parameter
Describes the menu path to the parameter.When using the push buttons of local
controls, the required parameter can be quickly found on the display. Display texts
are shaded in grey: Display.
Wiring diagram Texts extracted from other documents
Texts extracted from other documents are highlighted in a different font.For example
Wiring diagram.
➥Result of a process step
Describes the result of a preceding process step.
Warning signs at the device
The following warning signs can be attached to the device.
General warning sign
General warning of a danger zone.
Hot surface
Warning of hot surfaces, e.g.possibly caused by high ambient temperatures or strong
direct sunlight.
Electrical voltage
Hazardous voltage! Warning of electric shock.At some devices, the warning sign
additionally includes a time interval, e.g.30 s.Once power supply is switched off,
you will have to wait for the indicated period.Only then may the device be opened.
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SAVEx 07.2 –SAVEx16.2 / SARVEx 07.2 –SARVEx16.2 Control unit: electronic (MWG)
ACVExC 01.2 Non-Intrusive EtherNet/IP Safety instructions

2. Identification
2.1. Name plate
Figure 1: Arrangement of name plates
[1] Actuator name plate
[2] Actuator controls name plate
[3] Motor name plate
[4] Additional plate, e.g. KKS plate (Power Plant Classification System)
[5] Explosion protection approval plate
Actuator name plate
Figure 2: Actuator name plate (example)
(= manufacturer logo); (= CE mark)
[1] Name of manufacturer
[2] Address of manufacturer
[3] Type designation
[4] Order number
[5] Serial number
[6] Speed range
[7] Torque range in direction CLOSE
[8] Torque range in direction OPEN
[9] Type of lubricant
[10] Permissible ambient temperature
[11] Can be assigned as an option upon customer request
[12] Enclosure protection
[13] Data Matrix code
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SAVEx 07.2 –SAVEx16.2 / SARVEx 07.2 –SARVEx16.2 Control unit: electronic (MWG)
Identification ACVExC 01.2 Non-Intrusive EtherNet/IP

Actuator controls name plate
Figure 3: Name plate for actuator controls (example)
(= manufacturer logo)
[1] Type designation
[2] Order number
[3] Serial number
[4] Actuator terminal plan
[5] Actuator controls terminal plan
[6] Mains/voltage range/frequency range
[7] Max. rated motor power of ACVExC
[8] Permissible ambient temperature
[9] Enclosure protection
[10] Control
[11] Data Matrix code
Motor name plate
Figure 4: Motor name plate (example)
(= manufacturer logo); (= CE mark)
[1] Motor type
[2] Motor article number
[3] Serial number
[4] Rated voltage
[5] Consumed nominal power by the mains PN
[6] Consumed nominal current by the mains IN
[7] Type of duty
[8] Enclosure protection
[9] Motor protection (temperature protection)
[10] Insulation class
[11] Perm. number of starts (for SARVEx)
[12] Rated current
[13] Data Matrix code
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SAVEx 07.2 –SAVEx16.2 / SARVEx 07.2 –SARVEx16.2 Control unit: electronic (MWG)
ACVExC 01.2 Non-Intrusive EtherNet/IP Identification

Approval plate in explosion-proof version
[1] Ex symbol, CE mark, number of test authority
[2] Ex certificate (number)
Classification:
[4] Not used
[5] Non-electrical explosion protection
[6] Threads for line bushings at electrical connection
[7] Not used
Descriptions referring to name plate indications
Type designation Figure 5:Type designation (example)
1. Type and size of actuator
2. Flange size
3. Ex marking
Type and size
These instructions apply to the following devices types and sizes:
●SA..... = Type = Multi-turn actuator for open-close duty
.....V... = Variable speed
......Ex = Explosion-proof version
Sizes and generation: 07.2, 07.6, 10.2, 14.2, 14.6, 16.2
●SAR.... = Type = Multi-turn actuator for modulating duty
......V.... = Variable speed
.......Ex = Explosion-proof version
Sizes and generation: 07.2, 07.6, 10.2, 14.2, 14.6, 16.2
●AC.....= Type = AC actuator controls
.....V... = for variable speed actuators
......Ex = Explosion-proof version
Size and generation:01.2
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SAVEx 07.2 –SAVEx16.2 / SARVEx 07.2 –SARVEx16.2 Control unit: electronic (MWG)
Identification ACVExC 01.2 Non-Intrusive EtherNet/IP
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