Emerson Bettis SMART EHO G Series Operating instructions

Service Instructions

MAN-02-08-77-0714-EN Rev. 2

September 2020

Bettis™SMART EHO (Electro-Hydraulic Operated)

Double-Acting Actuator

Service Instructions

MAN-02-08-77-0714-EN Rev. 2

Notes

September 2020

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Service Instructions

MAN-02-08-77-0714-EN Rev. 2

Table of Contents

September 2020

Table of Contents

Section 1: Introduction

1.1 Scope............................................................................................................ 1

1.2 General Information...................................................................................... 1

1.3 Safety Information ........................................................................................ 2

1.4 Abbreviation Denitions ............................................................................... 3

Section 2: Installation

2.1 Preparation ................................................................................................... 4

2.2 Valve Preparation .......................................................................................... 5

2.3 Actuator Preparation..................................................................................... 5

2.4 Lifting the EHO Actuator ............................................................................... 6

2.5 Installing the EHO Actuator on the Valve..................................................... 11

2.6 Setting the Stroke Limit Stops ..................................................................... 12

2.7 Hydraulic Fluid ............................................................................................ 12

2.8 Accumulator (Optional) .............................................................................. 13

Section 3: Electrical Connections

3.1 Remove Separate Terminal Chamber (STC) Cover ........................................ 18

3.2 Sealing Cable/Conduit Entries ..................................................................... 19

3.3 Recommended Terminal Connections......................................................... 19

3.4 Separate Terminal Chamber (STC) Connections........................................... 20

3.5 Replace Terminal Chamber Cover ................................................................ 20

3.6 External Earth/Ground Connections............................................................ 21

3.7 Discrete Controlled Inputs Connection........................................................ 21

Section 4: Set-up/Start-up Procedure

4.1 Preparation ................................................................................................. 23

4.2 Initial Check of the Unit ............................................................................... 24

4.3 Initial Connections ...................................................................................... 24

4.4 Hand Pump Operation ................................................................................ 25

4.5 Hydraulic Test ............................................................................................. 29

4.6 Check Rotation ........................................................................................... 29

4.7 Self-Calibration ........................................................................................... 30

4.8 Limit Switch Adjustment ............................................................................. 32

4.9 Function Test .............................................................................................. 34

4.10 Other Options............................................................................................. 36

Service Instructions

MAN-02-08-77-0714-EN Rev. 2

Table of Contents

September 2020

Table of Contents

Section 5: Communication Protocols

5.1 Modbus RTU ............................................................................................... 37

5.2 HART .......................................................................................................... 39

5.3 FOUNDATION™ Fieldbus............................................................................. 40

Section 6: Operation

6.1 Hydraulic Power System.............................................................................. 41

6.2 Reservoir..................................................................................................... 41

6.3 Main Components....................................................................................... 41

6.4 Functional Description ................................................................................ 45

Section 7: Local Display Module (LDM)

7.1 Positions and Functions of Selector Knob .................................................... 48

Section 8: Customizing SMART EHO Settings

8.1 Entering the Setup Menu............................................................................. 49

8.2 Change Settings.......................................................................................... 51

8.3 Find Setting Feature .................................................................................... 54

8.4 EHO Conguration Menu ............................................................................ 56

8.5 Alarms ........................................................................................................ 74

Section 9: Troubleshooting

Troubleshooting ................................................................................................... 77

Section 10: Hazardous Area Classication and SIL Certication

Hazardous Area Classication and SIL Certication................................................ 78

Section 11: Weights and Dimensions

11.1 SMART EHO Double-Acting......................................................................... 79

11.2 STC Wiring Diagram.................................................................................... 80

Section 12: Maintenance

12.1 Storage Procedures..................................................................................... 81

12.2 Service Interval ........................................................................................... 81

12.3 Lubrication Requirements ........................................................................... 81

12.4 Recommended Annual Inspection............................................................... 82

Service Instructions

MAN-02-08-77-0714-EN Rev. 2 September 2020

Section 1: Introduction

Introduction

Section 1: Introduction

1.1 Scope

This manual is offered as a guide to be used along with locally approved and safe practices

to install, operate, service and maintain the Bettis SMART EHO Actuator. Carefully follow

the instructions in this manual and make sure you install the actuator correctly and

according to your requirements.

1.2 General Information

1.2.1 Overview

The Bettis SMART EHO is a self-contained, quarter-turn, valve actuator that combines

proven technologies from Emerson’s Actuation Technologies. The actuator has been

designed for critical shutdown applications where reliability is crucial. The SMART EHO

utilizes a dependable double-acting actuator combined with an integral hydraulic power

pack and electronic control module.

The SMART EHO accepts a wide range of single-phase, three-phase or DC power sources.

A hydraulic hand pump can be used to stroke the actuator during commissioning or in the

event of an emergency power loss.

Electronic modules are contained within an explosion proof, IP68 enclosure and all

electronic components are isolated from the customer connection terminals.

The SMART EHO provides a compact design with actuator and control components that

have been eld proven for decades in critical service applications.

The SMART EHO is designed for modulating ESD applications and comes with alert, alarm,

diagnostic, and self-calibration features.

1.2.2 Product Attribute

• Easy installation – Bettis™ SMART EHO actuator is a totally self-contained system

and designed for compactness and adaptable to new or existing valves

• Bettis™ G-Series hydraulic double-acting or double-acting fail-safe actuator

• Shafer™ hydraulic control technology

• EIM™ electronics and communication technology

• Multiple input power options with either AC or DC

• Local lockable Remote/Local/Ofine selector switch

• Local open/close selector knob

• Partial stroke test

• Fast speed of operation to fail-safe position if required

• Emergency shutdown – independent safety circuits and solenoid valve

• Dual sealed Separate Terminal Chamber, allows installation wiring to be performed

or fuses to be replaced without exposing control components to hostile

environmental conditions

September 2020

Service Instructions

MAN-02-08-77-0714-EN Rev. 2

Section 1: Introduction

Introduction

• Control enclosure is made of low-copper aluminum alloy, salt resistant also rated

for IP68 ingress protection

• Hydraulic hand pump manual override

• Accumulators (optional)

• Operating pressures up to 3000 psi with standard components

• Easy control over actuator stroking speeds – The stroking speed is controlled

through adjustable hydraulic ow control valves. This enables eld personnel to

easily adjust actuator stroking speed to comply with eld requirements

• Communication support through Modbus, HART, Foundation Fieldbus

• Supports conguration, monitoring, and diagnostics with DCMlink

• Over 15 alerts and alarms

• Diagnostics and self-calibration features

• Modulate with 4-20 mA analog input

1.3 Safety Information

Safety notices in this manual detail precautions the user must take to reduce the risk of

personal injury and damage to the equipment. The user must read these instructions in

their entirety. Failure to observe these safety notices could result in serious bodily injury,

damage to the equipment, void of the warranty. Take special notice of all tags, warning

labels and instructions presented on the actuator. These may provide more specic and

signicant information regarding the actuator than this general manual.

It is the responsibility of the user to ensure proper safety practices are utilized. Always

take necessary precautions and use proper protective equipment when dealing with

compressed gasses, compressed hydraulic uid, pinch points and electricity.

Safety notices are presented in this manual in three forms (Warning, Caution and Note)

as follows:

! WARNING

Alerts user of potential danger; failure to follow the warning notice could result in serious

personal injury or death.

! CAUTION

Identies precautions the user must take to avoid personal injury or equipment damage.

NOTE:

Highlights information critical to the user’s understanding of the Bettis SMART EHO valve

actuator installation or operation.

Service Instructions

MAN-02-08-77-0714-EN Rev. 2 September 2020

Section 1: Introduction

Introduction

1.4 Abbreviation Denitions

Abbreviations used in this manual and their denitions are listed in the table below:

Table 1. Abbreviation Denitions

Abbreviation Denition

IOM Installation Operation Manual

ESD Emergency Shutdown

FS Fail-safe

SR Spring-Return

DA Double-Acting

MAWP Maximum Allowable Working Pressure

MOP Maximum Operating Pressure

STC Separate Terminal Chamber

PST Partial Stroke Test

FST Full Stroke Test

LDM Local Display Module

RDM Remote Display Module

CBM Circuit Breaker Module

PCB Printed Circuit Board

LS Limit Switch

PS Pressure Switch

NC Normally Closed

NO Normally Open

CCW Counterclockwise

CW Clockwise

OL Overload

PPE Personal Protective Equipment

GA General Arrangement Drawing

SOV Solenoid Valve

NO Normally Open

NC Normally Closed

CAM Communication Adapter Module

September 2020

Service Instructions

MAN-02-08-77-0714-EN Rev. 2

Section 2: Installation

Installation

Section 2: Installation

2.1 Preparation

2.1.1 Delayed Usage

If for any reason the actuator is not to be installed immediately, Bettis recommends the

following procedures. Failure to comply, with recommended procedures, could lead to

actuator malfunction and possibly void the warranty. For storage procedures exceeding

one year, consult Bettis for further recommendations.

As shipped from the factory, the Bettis SMART EHO actuator is an inherently weatherproof

unit, providing that all compartment covers and cable entry plugs remain intact. The

actuator should be immediately stored in a clean, dry warehouse, free from vibration and

rapid temperature changes, until it can be installed and energized.

If the actuator must be stored outside, store it off of the ground at an elevation sufcient

to prevent it from being immersed in water or buried in snow. Check for any unpainted

or exposed metal surfaces and make sure they are protected with a coating of grease to

prevent any corrosion. Cover the actuator to prevent damage from site debris.

2.1.2 Tools and Materials Required

To complete these procedures, you will need the following documentation for the

Bettis SMART EHO Actuator and items indicated in the table below:

• General Arrangement Drawing

• Bill of Material

• Hydraulic System Schematic

• System Wiring Diagram

Table 2. Tools and Material Requirements

Tools and Material Requirements

Primary Power Source for the SMART EHO

(check the SMART EHO System Electrical Diagram for requirements)

Supplemental quantity of hydraulic uid, if needed

(See 2.7, Hydraulic Fluid and SMART EHO specication, for required uid type)

Nitrogen Source (if an Accumulator is supplied with the SMART EHO)

Hand Tools: complete complement of open end (SAE and metric) wrenches, screw drivers Philips and

at blade and a set of hex wrenches

Chains and lifting straps that are inspected and certied for the weight of the SMART EHO Actuator

(check shipping weights)

Sealant for all cable and conduit entries (approvable by the National Electric Code or your country

standard and applicable local codes)

Service Instructions

MAN-02-08-77-0714-EN Rev. 2 September 2020

Section 2: Installation

Installation

2.2 Valve Preparation

2.2.1 Remove Valve Gearing if equipped.

2.2.2 If valve is equipped with stops, remove valve stem extension housing. Examine

the valve stops to ensure no foreign material is present that would restrict normal

travel of the valve. Some valves are equipped with inspection ports in the valve

housing for ease in examining the stops.

2.2.3 Check alignment of stem key slot to the position of the valve. Normally with the

valve in the open position, the key slot is in line with the run of the pipeline. With the

valve in the closed position, the key slot should be 90° to the run of the valve.

2.2.4 The SMART EHO Actuator may be mounted to the valve at any time regardless of

whether or not the valve is under pressure.

2.3 Actuator Preparation

2.3.1 Once the SMART EHO Actuator is uncrated and cleaned for installation, check

to ensure there will be no interference with piping or other structure when the

actuator is properly mounted to the valve.

NOTE:

At this point, check to see that when the actuator is mounted to the valve and in its nal

orientation, the outboard end of the power cylinder positioned below the Hydraulic

Reservoir Breather. If this is not possible, contact Bettis for further instructions on piping to

elevate the breather. See Vertical Mounted Actuator 2.4.4.

2.3.2 Check that all mounting materials such as fasteners, adapters, brackets etc. are on

hand and ready for use.

2.3.3 Check the actuator and valve to see that they are in the same relative position,

that is either open or closed. If the actuator has to be moved, use the hand pump

provided. For hand pump operation, remove the plug in the reservoir and install

the breather (refer to 4.4 Hand Pump Operation).

September 2020

Service Instructions

MAN-02-08-77-0714-EN Rev. 2

Section 2: Installation

Installation

2.4 Lifting the EHO Actuator

NOTE:

All Bettis EHO G-Series Considerations

When handling any EHO G-Series, be aware of tubing, accessories, hand pump, accumulators,

Pushbutton module and control enclosures. Straps and chains can become entangled and

cause damage to these components. Never use chains on the spring cartridge as it may warp

and cause the actuator not to function correctly or may cause personal injury.

NOTE:

Do not use hydraulic tubing and electrical cable for lifting.

! CAUTION

Be sure to use appropriately rated crane/hoist and straps/chains to raise and lower

the actuator.

2.4.1 G01X – G2 and All E-Series Actuators

2.4.1.1 Horizontal Pipeline Vertical Stem

The small G-Series and all E-Series actuators mounting on a horizontal

pipeline with a vertical valve stem should be supported under the

“C” bracket and a two-point attachment for balance. A strap may be

attached to the stabilization tab on the spring module to balance the unit

while lifting. The weight of the actuator must be supported at the

“C” bracket, not the stabilization tab. See Figure 1.

Figure 1 G01 – G2 and all E-Series Actuators with Horizontal Pipeline

and Vertical Stem

! CAUTION

Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by

attaching lifting equipment to the valve only.

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