Emerson Bettis RTS User manual

Service Manual

VCIOM-16909-EN Rev. 0

October 2021

Bettis RTS Checklist and Maintenance

Electric Actuators

Service Manual

VCIOM-16909-EN Rev. 0

Notes

October 2021

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Service Manual

VCIOM-16909-EN Rev. 0

Table of Contents

October 2021

iTable of Contents

Table of Contents

Section 1: Checklists

1.1 Commissioning (Functional Safety After IEC 61508/61511) .......................... 1

1.2 Proof Test Checklist 1 (Functional Safety After IEC 61508/61511) ................. 2

1.3 Proof Test Checklist 2 (Functional Safety After IEC 61508/61511) ................. 3

1.4 PVST Checklist (Functional Safety After IEC 61508/61511)............................ 4

Section 2: Maintenance

Maintenance........................................................................................................... 5

Section 3: Lubricant Recommendation and Requirements

3.1 Main Body: -40 °C to +60 °C .......................................................................... 7

3.2 Output Type A and Spindle Drives (Linear Actuators) -40 °C to +60 °C........... 7

3.3 Basic Lubricant Service Interval ..................................................................... 7

3.4 Lubricant Points FQ ....................................................................................... 9

Section 4: Manual Actuator Operation Under Maintenance

4.1 Manual Operation ....................................................................................... 10

4.1.1 Direction of rotation of handwheel for closing the valve,

Fail-safe direction "CW"..................................................................... 11

4.1.2 Direction of rotation of handwheel for closing the valve,

Fail-safe direction "CCW"................................................................... 12

4.1.3 Activate Manual Operation............................................................... 13

4.1.4 Deactivate Manual Operation........................................................... 13

4.1.5 Required Force on the Handwheel.................................................... 13

October 2021

Service Manual

VCIOM-16909-EN Rev. 0

Section 1: Checklists

Checklists

Section 1: Checklists

1.1 Commissioning

(Functional Safety After IEC 61508/61511)

Manufacturer

Address

General

Date

Device Name/Type

Serial Number Actuator

Serial Number Control Unit

Safety Function

Commissioning

Yes No Comments

Are all warning signs and labels clearly readable?  

Is the operating manual fort he actuator/control

unit present?  

Is the equipment correctly assembled?  

Is the wiring of the control unit and the actuator

correct?  

Are all protective features correctly wired and sized?  

Connection wiring correct?  

Are the screwed cable glands correctly adjusted

and in proper conditions?  

Is the travel and torque switch adjusted?  

Have the commissioning and basic settings been

done according to operating manual?  

Safety functions veried with Proof Test?  

Inspector 1: Inspector 2: Inspector 3: Inspector 4:

Service Manual

VCIOM-16909-EN Rev. 0

October 2021

Section 1: Checklists

Checklists

1.2 Proof Test Checklist 1

(Functional Safety After IEC 61508/61511)

Actuator

Tag Number

Type

Serial Number

Comments

General Condition

Corrosion

Mechanical Damage

Oil Leakage

Presence of Water

Presence of Dust

Condition

Reporting unit

Terminal compartment

Control unit

Cable routing

Other

Running Check

End position

Running noise

Manual operation

Decision

Clearance Comment:

Repair 

Maintenance 

Clearance not possible 

Date: Inspector:

October 2021

Service Manual

VCIOM-16909-EN Rev. 0

Section 1: Checklists

Checklists

1.3 Proof Test Checklist 2

(Functional Safety After IEC 61508/61511)

Actuator

Tag Number

Type

Serial Number

Test Safe Open

Safe Close

Yes No

Travel to start position  

Travel command given?  

Was the safety function triggered?  

Running Check: Running Noise  

Running Check: End position correct?  

Error message correctly displayed?  

Error message correctly stored in device history?  

End Safety function  

Decision

Clearance Comment:

Repair 

Maintenance 

Clearance not possible 

Date: Inspector:

Service Manual

VCIOM-16909-EN Rev. 0

October 2021

Section 1: Checklists

Checklists

1.4 PVST Checklist

(Functional Safety After IEC 61508/61511)

Actuator

Tag Number

Type

Serial Number

Safety Function PVST

Test

Yes No

Was the function performed?  

Did malfunctions occur?  

Running check

End position  

Running Noise  

Manual operation  

Decision

Clearance Comment:

Repair 

Maintenance 

Clearance not possible 

Date: Inspector:

October 2021

Service Manual

VCIOM-16909-EN Rev. 0

Section 2: Maintenance

Maintenance

Section 2: Maintenance

! CAUTION

This CAUTION only applies for FQ actuators (Fail-Safe Actuators). Maintenance work on open

actuators may only be conducted if these are de-energized. Re-energizing during maintenance

is strictly prohibited. Work on the electrical system or equipment must be carried out only in

accordance with electrical regulations by a qualied electrician or by specially instructed personnel

under the control and supervision of a qualied electrician.

! CAUTION

This CAUTION only applies for FQ actuators (Fail-Safe Actuators). When the actuator is de-energized,

the actuator will return to the fail-safe position. If this is not the case, inspect the shaft valve for a

mechanical jam condition. This condition might increase the torque requirement and increase

stroke time. To avoid this condition, it is recommended to perform routine checks of the fail-safe

function, check the operating time and smoothness of the running in fail-safe operation at least

every 3 months.

! CAUTION

This CAUTION only applies for FQ actuators (Fail-Safe Actuators). The actuator has a pre-stressed coil

spring or disk spring assembly, when undoing the ange mounting bolts, the spring force against the

valve can cause the actuator to turn abruptly or become loose from the valve. Improper disassembly

may lead to both damage to the actuator as well as serious injuries! If maintenance work is needed

requiring the actuator to be disassembled, contact Emerson regarding detailed instructions and/or

special purpose tools for relaxing the spring assembly.

! CAUTION

For explosionproof actuators, it is necessary before opening the cover to wait a certain time

after switching off, see explosion protection sticker (Figure 1). Following times are specied for

the actuators (it applies for all RTS actuators).

• CM32: 5 min.

• CM64: 10 min.

Service Manual

VCIOM-16909-EN Rev. 0

October 2021

Section 2: Maintenance

Maintenance

Figure 1 Explosion Protection Sticker

Actuators are ready for use after installation. By default, the actuator is delivered lled with oil.

On-going monitoring:

• Beware of increased running noise. During long downtime periods, operate the actuator at

least every 3 months.

• For actuators with output types A, B and C according to DIN 3210-A, B1, B2 and C

according to DIN ISO 5210, re-lubricate at least every 6 months on existing grease ttings

(see Section 3.3).

Actuators are designed for installation in any position. Therefore, the main body is not equipped

with a level indication or a drain plug. The replacement of the lubricant from the main body must be

performed via the handwheel.

Every approx. 10,000 to 20,000 hours (about 5 years, see Section 3), depending on the workload,

you must:

• Change oil, and

• Replace seals

Check all roller bearings and the worm-wheel assembly and replace if necessary.

Check our lubricants table for recommended oils and greases (see Section 3).

Check the cable glands at regular intervals (annually) for tightness of the cables and retighten

if necessary.

If the visual inspection (eg. dust or water penetration) indicates that the effectiveness of the sealing

elements of the cable entry has suffered damage or aging, such elements have to be replaced

preferably by using the original spare parts from the manufacturer of the equipment or through

cable entries of comparable quality as well as the same ex- or IP protection class. If screws need to be

replaced, it is preferable to use original replacement parts. The tensile strength of the screws must be

at least 400 N/mm2.

October 2021

Service Manual

VCIOM-16909-EN Rev. 0

Section 3: Lubricant Recommendation and Requirements

Lubricant Recommendation and Requirements

Section 3: Lubricant Recommendation

and Requirements

3.1 Main Body: -40 °C to +60 °C

Operating oil: European: DIN 51 517-CLP-HC

American: Schaeffer #167 ISO 68

i.e. fully synthetic high-performance gear oils based on poly-alpha-olens (PAO)

Viscosity class: 68 ISO VG

Pourpoint: < -54 °C (according DIN ISO 3016)

Lubricant requirement CM32: 200 - 250 ml

Lubricant requirement CM64: 300 - 350 ml

3.2 Output Type A and Spindle Drives

(Linear Actuators) -40 °C to +60 °C

Operating grease: European: DIN 51825-K(P) R -40

American: AMSOIL Artic

i.e. water repellent complex grease on Al-soap base with high resistance to acids and alkalis

Penetration 0.1 mm: 310 - 340

Dropping point: about 260 °C

NLGI No.: 1

acid-free, little or not water-reactive

3.3 Basic Lubricant Service Interval

! CAUTION

The service interval for RTS CM Compact Series actuators is ten years from the shipping date,

Emerson. However, the functionality and service life of the lubricants depends on the operating

conditions. Reduction factors have to be taken into consideration if applicable.

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