Emerson BETTIS E796 2000 M2CP User manual

Installation and Maintenance

Part Number: E2K-402-0313, Rev. A

Release: Mar 2013

Manual E796 2000 M2CP

READ THIS MANUAL COMPLETELY

When communicating with BETTIS for replacement parts or for technical questions, we MUST have

actuator nameplate information, including Job, Serial, and Model numbers. This allows us to check

records of BETTIS equipment furnished.

When ordering parts, specify repair part by BETTIS part number and description from drawings

furnished with actuator.

BETTIS Parts Department Fax (281) 261-3834

Installation and Maintenance

Part Number: E2K-402-0313, Rev. A

Table of Contents

Mar 2013

Table of Contents

Section 1: Introduction .........................................................1

1.1 DO ............................................................................................................... 1

1.2 DON'T ........................................................................................................... 1

1.3 Lubrication.................................................................................................... 1

1.4 Maintenance ................................................................................................. 2

1.5 Pressure Relief............................................................................................... 2

1.6 Short Term Storage ....................................................................................... 2

1.7 Long Term Storage (Stored more than one year from shipment) ................... 3

Section 2: M2CP Electrical Hook-Up ......................................4

2.1 Electrical Hook-Up ........................................................................................ 4

Section 3: Assembly To Valves ...............................................5

3.1 Threaded Valve Stem .................................................................................... 5

3.2 Quarter Turn Valve ........................................................................................ 7

Section 4: Limit Switch Setting Instructions ..........................9

4.1 TO SET OPEN LIMIT SWITCH (LSO)................................................................. 9

4.2 SET (LSC) CLOSE LIMIT SWITCH ................................................................... 11

4.3 TO SET INTERMEDIATE SWITCH (LSA OR LSB), if included. ........................... 12

4.4 TORQUE SEATED VALVES............................................................................. 12

4.5 TORQUE SWITCH CALIBRATION .................................................................. 12

4.6 To Set Open Torque Switch (TSO)................................................................ 13

4.7 Torque Switch Rotation Limit ...................................................................... 13

Section 5: Multi-turn Actuators ..........................................14

5.1 Calibration .................................................................................................. 14

5.2 Quarter-Turn Model P, Q, R & M ................................................................... 15

Section 6: Futronic II 83957 .................................................16

6.1 Calibration .................................................................................................. 16

Section 7: M2CP Wiring Diagram Symbols ..........................18

Section 8: Troubleshooting ................................................20

Installation and Maintenance

Part Number: E2K-402-0313, Rev. A Mar 2013

Section 1: Introduction

Introduction

Section 1: Introduction

1.1 DO

1. Do follow proper storage procedures. Improper storage will void warranty.

2. DANGER: Do check for proper motor rotation. If valve goes in the wrong

direction when button is pushed, you have no torque or limit protection. Either

incoming power or motor wiring must be reversed.

3. Do read and follow procedures before attempting to energize actuator.

4. Do cut off electric power before opening switch compartment.

5. Do install pressure relief vent in highest point of gearbox.

6. Do use stem covers of sufcient length to protect valve stem.

7. Do clean Electrical Enclosure flange thoroughly & lightly grease before closing.

8. Do secure all Electrical bolts.

9. Do follow an annual maintenance procedure.

10. Do use caution when working on, with, or around valves and actuators. You are

dealing with high pressures, forces, voltages and ammable or toxic media.

1.2 DON'T

1. Don't Start-up without reading this manual.

2. Don’t stack actuators.

3. Don’t store actuator on the ground unprotected.

4. Don’t lift the unit by clutch lever or handwheel.

5. Don’t lift a valve assembly by electric actuator.

6. Don’t operate electrically without rst checking for proper phase rotation, valve

position, torque and limit switch adjustments.

7. Don’t plug the motor by starting and stopping repeatedly to move a valve that is

too stiff. Check for cause.

8. Don’t jumper torque switches except as recommended by Wiring Diagram or

Valve Manufacturer.

9. Don’t use oversize thermal motor overloads to eliminate a tripping problem.

Find the cause and correct.

10. Don’t use a cheater to try to force the handwheel. You can damage gearing and

shafting. Find the cause and correct.

1.3 Lubrication

BETTIS actuators are factory lled with a high quality lubricant carefully selected to ensure

actuator performance under specied operating conditions. Refer to BETTIS JOB SPEC

SHEET to identify the lubricant provided. Normal operation of actuator may not require

replacement of lubricant.

Mar 2013

Installation and Maintenance

Part Number: E2K-402-0313, Rev. A

Section 1: Introduction

Introduction

1.4 Maintenance

At least once a year a check should be made of your BETTIS actuator.

a) Disconnect all electrical power to actuator.

b) Open Electrical Enclosure. Inspect and tighten all electrical connections.

c) Visually inspect for any electrical or mechanical damage. Replace worn or

damaged components.

d) Check lubrication consistency and level. Fill or replace if required.

1.5 Pressure Relief

During normal operation of Electric Actuator, gear temperature increase in combination

with outdoor temperature variations will cause a small pressure build-up. BETTIS furnishes

a Pressure Relief Vent Fitting P/N 83385. Placement on Actuator can be determined only

after eld location and position of valve has been determined. Select the highest 1/2 NPT

vent location in the Gear Box, remove 1/2 NPT Plug and replace with P/N 83385. Possible

locations of the Plugs are shown on BETTIS Outline Drawing.

1.6 Short Term Storage

1. Actuator should be stored in the recommended mounting position. The motor

should be horizontal and Electrical Enclosure either horizontal or vertical.

Figure 1

2. Actuator should be stored indoors free from job site dirt, mud, moisture and

temperature changes.

3. If indoor storage is not possible, the actuator must be stored off the ground, above

possible water or snow level. Remove MCP and store with other electrical and

electronic equipment in protected warehouse. If MCP is not removed, Space

Heater MUST be energized to protect Electrical and Electronic Controls.

Installation and Maintenance

Part Number: E2K-402-0313, Rev. A Mar 2013

Section 1: Introduction

Introduction

4. BETTIS supplies plugs in each conduit entry. Do not remove until electrical

hook-up.

5. Cover units loosely with a plastic sheet. This serves as partial protection from rain.

1.7 Long Term Storage (Stored more than one year

from shipment)

1. Store indoors or MCP must be removed and stored in protected area. Follow

procedures of short term storage.

WARNING:

FAILURE TO STORE ACTUATOR PROPERLY WILL VOID WARRANTY OF ELECTRICAL &

ELECTRONIC COMPONENTS

2. Don’t torque seat valve, sluice gate or damper unless the valve manufacturer

recommends.

Mar 2013

Installation and Maintenance

Part Number: E2K-402-0313, Rev. A

Section 2: M2CP Electrical Hook-Up

M2CP Electrical Hook-Up

Section 2: M2CP Electrical Hook-Up

Remove PWR and TBM covers to expose terminals for customer wiring. BETTIS Modular

Modular Control Package (M2CP) is available congured in many combinations of electrical

and electronic parts. Refer to WIRING DIAGRAM and BETTIS JOB SPEC SHEET for

components provided by BETTIS. Connect control wires to TBM and Power (motor) Voltage

to PWR terminals. If optional M2CP mounted circuit breaker was specied, connect power

voltage leads to circuit breaker. BETTIS terminal blocks are furnished with wire binding

screw connectors with rising captive plates, allowing eld connection by several methods:

1) strip and connect bare wire, 2) strip and install wire ferrule, 3) strip and install crimp-on

insulated or non-insulated ring tongue or similar terminal. Circuit Breaker accepts 1) bare

wire strip, or 2) wire ferrule.

Figure 2

2.1 Electrical Hook-Up

1. STEP 1. Move valve to mid-position by handwheel. This will allow sufcient time

to stop actuator in case of improper hook-up or reversed incoming power voltage

phases.

2. STEP 2. Identify a means of removing power from actuator during check out.

Be sure no erroneous remote control signal can be received causing actuator to

energize.

3. STEP 3. Energize Open control to check operation of contactor and pushbuttons.

Open controls must move valve in Open direction. If valve Closes, actuator must

be stopped and any (2) two power voltage leads reversed to correct voltage

phasing.

CAUTION:

If voltage is improperly phased, Torque and Position Limit Switches are not in

circuit to protect valve.

4. STEP 4. Seal all eld conduit entries in accordance with National Electric Code.

Installation and Maintenance

Part Number: E2K-402-0313, Rev. A Mar 2013

Section 3: Assembly To Valves

Assembly To Valves

Section 3: Assembly To Valves

3.1 Threaded Valve Stem

3.1.1 LOCKNUT LOCKPIN INSTALLATION

Figure 3

1) With actuator in place on valve, ensure proper ange mating and valve

actuator orientation.

2) Use a number 30 (.1285) drill bit to drill a hole 3/4 inch deep into the

Drive Sleeve assembly threads for the Locknut Lockpin (56) using groove

in Stem Nut Locknut as drill guide.

3) Install Locknut Lockpin (56) into drilled hole to prevent Stem Nut Locknut

from working loose and turning.

NOTE:

When installing, the Locknut Lockpin - it should extend 1/4 inch above

the Drive Sleeve assembly to allow for future removal.

3.1.1.1 MOUNTING SCREWS

If BETTIS supplied adaption, the mounting screws are included. If

the adaption to the valve was the responsibility of others, the mounting

screws are not furnished by BETTIS. Screws thru adapter MUST engage a

minimum of one screw diameter deep into BETTIS actuator base.

1) Screw Stem Nut on Stem until it enters Drive Sleeve. Line (52) Key

and (54) Drive Sleeve keyway and insert (52) Key.

2) Turn handwheel in Open direction, pulling Stem Nut into Drive

Sleeve until it bottoms out (valve will begin to open).

Mar 2013

Installation and Maintenance

Part Number: E2K-402-0313, Rev. A

Section 3: Assembly To Valves

Assembly To Valves

CAUTION:

LOCKNUT MUST BE TIGHT AGAINST STEM NUT.

3) Lower Locknut (55) over Valve Stem and screw into place rmly

against top of Stem Nut. Tap Locknut ears using brass drift until

tight.

3.1.2 THRUST SPOOL (Model 4000 & 5000)

1) Locate Thrust Mounting bolts.

2) Remove eight mounting bolts and separate Spool from actuator.

3) Position Spool over Valve Stem. Thread Spool onto Valve Stem

until it meets valve plate.

4) Bolt and secure Spool onto valve.

5) Position actuator above Spool. Lower actuator onto Spool while

manually rotating the unit until ears on Stem Nut and ears on

main Drive Sleeve mesh.

6) Grease ange face before securing unit to Spool.

7) Re-install thrust plate mounting bolts. Tighten to proper torque.

NOTE:

Reverse procedure if Stem Nut needs to be replaced. Actuator does not

need to be returned to factory for this procedure.

3.1.3 SPLINE BUSHING (QUARTER TURN)

BETTIS removable Spline Bushing allows easy adaption to valve shaft diameter and

Key. Actuator may be rotated with respect to the valve shaft for unexpected or

awkward eld installations.

1) Move valve to full Open or Close.

2) Place Spline Bushing on valve shaft with Key and tighten set screw.

3) Using the handwheel on actuator, move the Gear Position Indicator

Arrow (21) to full Open or Close (duplicating the position in Step 1).

4) Position actuator so the spline bore is correctly aligned with the Spline

Bushing on stem shaft.

5) Move the actuator onto the shaft until the ange faces properly mate.

Secure with screws thru the adapter ange into the base of the actuator.

Installation and Maintenance

Part Number: E2K-402-0313, Rev. A Mar 2013

Section 3: Assembly To Valves

Assembly To Valves

3.2 Quarter Turn Valve

3.2.1 Stop Setting Procedure (Quarter-Turn)

Built-in mechanical stops are provided to prevent handwheel operation beyond

total valve travel (90° ± 6°). End of travel stops are independently adjusted, locked

in place and sealed.

Figure 4

Loosen both Locknuts (46) and back out the two Stopbolts (86) to allow the valve

to close and open fully. Ensure Electrical Travel Limit Switches have been properly

adjusted (see appropriate section of this manual), proceed as follows:

1) Run the actuator electrically to the full Close.

2) Screw the Close Stopbolt (86) in until it seats, then back off 1/2 turn.

Install Washer (48) and tighten Locknut (46).

3) Run the actuator electrically to the full Open position.

4) Screw the Open Stopbolt (86) in until it seats, then back off 1/2 turn.

Install Washer (48) and tighten Locknut (46).

Figure 5

Mar 2013

Installation and Maintenance

Part Number: E2K-402-0313, Rev. A

Section 3: Assembly To Valves

Assembly To Valves

Back out two Stopbolts (1) to allow valve to close and open fully. Set Travel Limit

Switches (see pg. 4).

1) Run actuator electrically to full Close.

2) Screw Close (1) Stopbolt in until it seats, then back off 1/2 turn. Tighten

(2) Lockscrew.

3) Run actuator electrically to full Open. Screw Open (1) Stopbolt in until it

seats; back off 1/2 turn. Tighten Locknut.

4) Install (3) & (4) Seal Washer & Screw.

CAUTION

Do not set Actuator Position Limit Switches to drive into mechanical

stops. Damage can occur if electric unit is allowed to repeatedly stall into

end stops.

Table of contents

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