AUMA SAREx 07.2 – SAREx 16.2 Operation Instructions Manual

AUMA SAREx 07.2 – SAREx 16.2 Operation Instructions Manual

Multi-turn actuators
Table of Contents

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Multi-turn actuators
SAEx 07.2
SAEx 16.2
SAREx 07.2
SAREx 16.2
AUMA NORM actuator (without controls)
Operation instructions
Assembly, operation, commissioning

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Summary of Contents for AUMA SAREx 07.2 – SAREx 16.2

  • Page 1 Multi-turn actuators SAEx 07.2 SAEx 16.2 SAREx 07.2 SAREx 16.2 AUMA NORM actuator (without controls) Operation instructions Assembly, operation, commissioning...
  • Page 2: Table Of Contents

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Table of contents Read operation instructions first. Observe safety instructions. These operation instructions are part of the product. Retain operation instructions during product life. Pass on instructions to any subsequent user or owner of the product. Purpose of the document: This document contains information for installation, commissioning, operation and maintenance staff.
  • Page 3 SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Table of contents 5.4.3. Earth connection, external Operation..........................6.1. Manual operation 6.1.1. Manual operation: engage 6.1.2. Manual operation: disengage 6.2. Motor operation Indications..........................7.1. Mechanical position indicator/running indication Signals............................. 8.1. Feedback signals from actuator Commissioning........................
  • Page 4 SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Table of contents Certificates..........................14.1. Declaration of Incorporation and EC Declaration of Conformity 14.2. ATEX certificate Index............................Addresses..........................
  • Page 5: Safety Instructions

    To ensure safe device operation, the maintenance instructions included in this manual Maintenance must be observed. Any device modification requires prior 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.
  • Page 6: Warnings And Notes

    1, 2, 21, and 22. 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.
  • Page 7: References And Symbols

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Safety instructions 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.
  • Page 8: Identification

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Identification Identification 2.1. Name plate Each device component (actuator, motor) is equipped with a name plate. Figure 1: Arrangement of name plates Motor name plate Actuator name plate Additional plate, e.g. KKS plate (Power Plant Classification System) Explosion protection approval plate Description of actuator name plate Figure 2: Actuator name plate (example)
  • Page 9 SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Identification Description of approval plate in explosion-proof version Figure 3: Approval plates in explosion-proof version (examples) Ex symbol, CE mark, number of test authority Ex certificate (number) Classification: Electrical gas explosion protection Electrical dust explosion protection Non-electrical explosion protection Threads for line bushings at electrical connection...
  • Page 10: Short Description

    All other positions MD12345 Internal number for unambiguous product identification When registered as authorised user, you may use the AUMA Support App to scan Data Matrix code the Data Matrix code and directly access the order-related product documents without having to enter order number of serial number.
  • Page 11: Transport, Storage And Packaging

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Transport, storage and packaging Transport, storage and packaging 3.1. Transport For transport to place of installation, use sturdy packaging. Hovering load! Risk of death or serious injury. Do NOT stand below hovering load. Attach ropes or hooks for the purpose of lifting by hoist only to housing and NOT to handwheel.
  • Page 12: Assembly

    SAEx 16.2 / SAREx 07.2 SAREx 16.2 Assembly Assembly 4.1. Mounting position AUMA actuators can be operated without restriction in any mounting position. 4.2. Handwheel fitting Information For transport purposes, handwheels from a diameter of 400 mm are supplied separ- ately.
  • Page 13: Multi-Turn Actuator (With Output Drive Types B1 B4 Or E): Mount To Valve/Gearbox

    Application Capable of withstanding thrust Information To adapt the actuators to output drive types A available on site with flanges F10 and F14 (year of manufacture: 2009 and earlier), an adapter is required. The adapter can be ordered from AUMA.
  • Page 14: 4.3.2.1. Stem Nut: Finish Machining

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Assembly 4.3.2.1. Stem nut: finish machining This working step is only required if stem nut is supplied unbored or with pilot bore. Figure 8: Design of output drive type A Stem nut Bearing [2.1] Bearing race [2.2] Bearing rim...
  • Page 15: 4.3.2.2. Multi-Turn Actuator (With Output Drive Type A): Mount To Valve

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Assembly 4.3.2.2. Multi-turn actuator (with output drive type A): mount to valve Figure 9: Assembly with output drive type A Valve stem Output drive type A Screws to actuator Valve flange Screws to output drive If the output drive type A is already mounted to the multi-turn actuator: Loosen screws [3] and remove output drive type A [2].
  • Page 16: Accessories For Assembly

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Assembly 4.4. Accessories for assembly 4.4.1. Stem protection tube for rising valve stem — Option — Figure 10: Assembly of the stem protection tube Cap for stem protection tube Stem protection tube Sealing ring Seal thread with hemp, Teflon tape, or thread sealing material.
  • Page 17: Electrical Connection

    It can also be requested from AUMA (state order number, refer to name plate) or downloaded directly from the Internet (http://www.auma.com). Valve damage for connection without controls! NORM actuators require controls: Connect motor via controls only (reversing contactor circuit).
  • Page 18: Connecting Via Ex Plug/Socket Connector With Screw-Type Terminals (Kp, Kph)

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Electrical connection Figure 11: Motor name plate (example) Type of current Mains voltage Mains frequency (for 3-ph and 1-ph AC motors) For device insulation, appropriate (voltage-proof) cables must be used. Specify Connecting cables cables for the highest occurring rated voltage.
  • Page 19: Cable Connection

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Electrical connection Insert cable glands with Ex e approval and of size suitable for connection cables. The enclosure protection IP… stated on the name plate is only ensured if suit- able cable glands are used. Example: Name plate shows enclosure protection IP68.
  • Page 20: Terminal Compartment: Close

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Electrical connection In case of a fault: Hazardous voltage while protective earth conductor is NOT connected! Risk of electric shock. Connect all protective earth conductors. Connect PE connection to external protective earth conductor of connecting cables.
  • Page 21: Connecting Via Ex Plug/Socket Connector With Terminal Blocks (Kes)

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Electrical connection Fasten cable glands with the specified torque to ensure the required enclosure protection. 5.3. Connecting via Ex plug/socket connector with terminal blocks (KES) 5.3.1. Terminal compartment: open Figure 15: Ex plug/socket connector: left KES, right KES flameproof Cover Screws for cover O-ring...
  • Page 22: Cable Connection

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Electrical connection 5.3.2. Cable connection Table 6: Cross sections and tightening torques Type Cross sections Tightening torques Power terminals (U, V, W) max. 10 mm² (flexible or solid) 1.8 Nm PE connection max.
  • Page 23: Terminal Compartment: Close

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Electrical connection 5.3.3. Terminal compartment: close Figure 17: Ex plug/socket connector: left KES, right KES flameproof Cover Screws for cover O-ring Terminal compartment: Type of protection Ex e Terminal compartment: Type of protection Ex d Frame Clean sealing faces of cover [1] and housing.
  • Page 24: Protection Cover

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Electrical connection Figure 18: Parking frame and Ex plug/socket connector with screw-type terminals (KP/KPH) Figure 19: Parking frame and Ex plug/socket connector with terminal blocks (KES) 5.4.2. Protection cover Protection cover for plug compartment when plug is removed. The open terminal compartment can be closed using a protective cover (not illustrated).
  • Page 25: Operation

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Operation Operation 6.1. Manual operation For purposes of setting and commissioning, in case of motor failure or power failure, the actuator may be operated manually. Manual operation is engaged by an internal change-over mechanism.
  • Page 26: Indications

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Indications Indications 7.1. Mechanical position indicator/running indication — Option — Mechanical position indicator: Continuously indicates the valve position (For complete travel from OPEN to CLOSED or vice versa, the indicator disc [2] rotates by approximately 180°...
  • Page 27: Signals

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Signals Signals 8.1. Feedback signals from actuator Information The switches can be provided as single switches (1 NC and 1 NO), as tandem switches (2 NC and 2 NO) or as triple switches (3 NC and 3 NO). The precise version is indicated in the terminal plan or on the order-related technical data sheet.
  • Page 28: Commissioning

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Commissioning Commissioning 9.1. Switch compartment: open The switch compartment must be opened to perform the following settings (options). Flameproof enclosure, danger of explosion! Risk of death or serious injury. Before opening, ensure that there is no explosive gas and no voltage. Handle cover and housing parts with care.
  • Page 29: Limit Switching: Set

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Commissioning Figure 22: Torque measuring heads Torque switching head black in direction CLOSE Torque switching head white in direction OPEN Lock screws Torque dials Loosen both lock screws [3] at the indicator disc. Turn torque dial [4] to set the required torque (1 da Nm = 10 Nm).
  • Page 30: End Position Open (White Section): Set

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Commissioning Turn handwheel by approximately half a turn (overrun) in the opposite direction. Press down and turn setting spindle [1] with screw driver in direction of the arrow and observe the pointer [2]: While a ratchet click is felt and heard, the pointer [2] moves 90°...
  • Page 31: Running Direction Close (Black Section): Set

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Commissioning Information After 177 turns (control unit for 1 500 turns/stroke) or 1,769 turns (control unit for 5,000 turns/stroke), the intermediate switches release the contact. 9.4.1. Running direction CLOSE (black section): set Move valve in direction CLOSE to desired intermediate position.
  • Page 32: Limit Switching: Check

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Commissioning With indicator disc: Observe direction of rotation. The direction of rotation is correct, if actuator runs in direction CLOSE and indicator disc turns counterclockwise. Without the indicator disc: Unscrew threaded plug [1] and seal [2] or cap for stem protection tube [4] and observe direction of rotation at hollow shaft [3] or the stem [5].
  • Page 33: Electronic Position Transmitter Ewg 01.1

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Commissioning 9.6. Electronic position transmitter EWG 01.1 — Option — The electronic position transmitter EWG 01.1 signals the remote position or the valve position. On the basis of the actual valve position sensed by hall sensor, a current signal between 0 20 mA or 4 20 mA is generated.
  • Page 34: Measuring Range: Set

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Commissioning 9.6.1. Measuring range: set For measuring range setting, voltage must be applied at the position transmitter. Information Both measuring ranges 0/4 20 mA and 20 0/4 mA (inverse operation) can be set.
  • Page 35: Led End Position Signalling: Switch On/Off

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Commissioning Operate valve in desired end position (OPEN/CLOSED). Reduce current value: Press push button [S1] (the current is reduced by 0.02 mA every time the push button is pressed) Increase current value: Press push button [S2] (the current is increased by 0.02 mA every time the push button is pressed) 9.6.3.
  • Page 36: Electronic Position Transmitter Rwg

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Commissioning Turn potentiometer [1] clockwise to the stop. End position CLOSED corresponds to 0 % End position OPEN corresponds to 100 % Turn potentiometer [1] slightly in opposite direction. Perform fine-tuning of the zero point at external setting potentiometer (for remote indication).
  • Page 37: Mechanical Position Indicator: Set

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Commissioning Connect measuring equipment for 0 20 mA to measuring points [4] and ]5]. If no value can be measured: Check whether external load is connected to customer connection XK (for standard wiring: terminals 23/24). Consider maximum load R Or connect link across customer connection XK (for standard wiring: terminals 23/24).
  • Page 38: Switch Compartment: Close

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Commissioning 9.10. Switch compartment: close Danger of corrosion due to damage to paint finish! Touch up damage to paint finish after work on the device. Clean sealing faces of housing and cover. Preserve joint surfaces with an acid-free corrosion protection agent.
  • Page 39: Corrective Action

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Corrective action Corrective action 10.1. Faults during commissioning Table 11: Faults during commissioning Fault description Possible causes Remedy Mechanical position indicator Reduction gearing is not suitable for Exchange reduction gearing. cannot be set. turns/stroke of the actuator.
  • Page 40: Servicing And Maintenance

    Only perform servicing and maintenance tasks when the device is switched off. AUMA AUMA offer extensive service such as servicing and maintenance as well as customer Service & Support product training. For the relevant contact addresses, please refer to <Addresses>...
  • Page 41: Maintenance

    Loosen the screws [2]. Remove plug/socket connector. Hereby, cover [1] and terminal board [5] or frame [6] remain together. Seal open plug/socket connection, e.g. using AUMA protection cover and parking frame. Fitting the plug: Clean sealing faces at the cover and the housing.
  • Page 42: Disposal And Recycling

    The electric connection cables must be without damage and wired correctly. Do a thorough touch-up of possible damage to paint finish to prevent corrosion. Original paint in small quantities can be supplied by AUMA. Cable entries, cable glands, plugs etc. have to be checked for correct tightness and sealing.
  • Page 43: Technical Data

    The following technical data includes standard and optional features. For detailed information on the customer-specific version, refer to the order-related data sheet. The technical data sheet can be downloaded from the Internet at www.auma.com in both German and English (please state the order number).
  • Page 44 SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Technical data Features and functions Threads for cable entries Standard: Metric threads Option: Pg-threads, NPT-threads, G-threads Terminal plan Terminal plan according to order number enclosed with delivery Valve attachment Standard: B1 according to EN ISO 5210 Option: A, B2, B3, B4 according to EN ISO 5210 A, B, D, E according to DIN 3210...
  • Page 45 Resistant to vibration during start-up or for failures of the plant. However, a fatigue strength may not be derived from this. Valid for multi-turn actuators in version AUMA NORM (with AUMA plug/socket connector, without actuator controls). Not valid in combination with gearboxes.
  • Page 46 SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Technical data Further information EU Directives ATEX Directive: (94/9/EC) Electromagnetic Compatibility (EMC): (2004/108/EC) Low Voltage Directive: (2006/95/EC) Machinery Directive: (2006/42/EC)
  • Page 47: Spare Parts

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Spare parts Spare parts 13.1. Multi-turn actuators SAEx 07.2 SAEx 16.2/SAREx 07.2 SAREx 16.2 with Ex plug/socket con- nector and screw-type terminals (KP, KPH)
  • Page 48 Information: Please state device type and our order number (see name plate) when ordering spare parts. Only original AUMA spare parts should be used. Failure to use original spare parts voids the warranty and exempts AUMA from any liability. Delivered spare parts may slightly vary from the representation in these instructions.
  • Page 49: Sarex

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Spare parts 13.2. Multi-turn actuators SAEx 07.2 SAEx 16.2/SAREx 07.2 SAREx 16.2 with Ex plug/socket con- nector and terminal blocks (KES)
  • Page 50 Information: Please state type and order no. of the device (see name plate) when ordering spare parts. Only original AUMA spare parts should be used. Failure to use original spare parts voids the warranty and exempts AUMA from any liability. Delivered spare parts may slightly vary from the representation in these instructions.
  • Page 51: Certificates

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Certificates Certificates 14.1. Declaration of Incorporation and EC Declaration of Conformity...
  • Page 52: Atex Certificate

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Certificates 14.2. ATEX certificate...
  • Page 53 SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Certificates...
  • Page 54 SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Certificates...
  • Page 55: Index

    SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Index Index Mains frequency Mains voltage Maintenance 5 , 40 , 41 Accessories (electrical con- Manual operation nection) Marking for explosion protec- Accessories for assembly tion Ambient temperature 8 , 45 Mechanical position indicator 26 , 37 Applications...
  • Page 56 SAEx 07.2 SAEx 16.2 / SAREx 07.2 SAREx 16.2 Index Safety instructions Safety instructions/warnings Serial number 8 , 10 Service Servicing Short-circuit protection Signals Size Spare parts Speed Standards Stem nut Stem protection tube Storage Support Support App 10 , 10 Switch check Switches Tandem switches...
  • Page 57: Addresses

    IBEROPLAN S.A. AUMA Polska Sp. z o.o. ES 28027 Madrid PL 41-219 Sosnowiec Tel +34 91 3717130 Tel +48 32 783 52 00 AUMA Riester GmbH & Co. KG iberoplan@iberoplan.com biuro@auma.com.pl www.auma.com.pl Plant Müllheim AUMA Finland Oy DE 79373 Müllheim FI 02230 Espoo AUMA-LUSA Representative Office, Lda.
  • Page 58 AUMA worldwide AUMA South Africa (Pty) Ltd. AUMA Actuators Middle East AUMA Malaysia Office ZA 1560 Springs BH 152 68 Salmabad MY 70300 Seremban, Negeri Sembilan Tel +27 11 3632880 Tel +97 3 17896585 Tel +606 633 1988 aumasa@mweb.co.za salesme@auma.com sales@auma.com.my...
  • Page 59 AUMA worldwide...
  • Page 60 AUMA Riester GmbH & Co. KG P.O.Box 1362 DE 79373 Muellheim Tel +49 7631 809 - 0 Fax +49 7631 809 - 1250 riester@auma.com www.auma.com Y005.169/003/en/1.14 For detailed information on AUMA products, refer to the Internet: www.auma.com...

This manual is also suitable for:

Saex 07.2 – saex 16.2Norm

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