AUMA SGM 04.1 Operation Instructions Manual
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AUMA SGM 04.1 Operation Instructions Manual

Part-turn actuators with integral actuator controls
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Part-turn actuators
SGM 04.1
SGM 12.1
SGMR 04.1
SGMR 12.1
with integral actuator controls
Control
Parallel
Profibus DP
Modbus RTU
Operation instructions
Assembly, commissioning

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Summary of Contents for AUMA SGM 04.1

  • Page 1 Part-turn actuators SGM 04.1 SGM 12.1 SGMR 04.1 SGMR 12.1 with integral actuator controls Control Parallel Profibus DP Modbus RTU Operation instructions Assembly, commissioning...

  • Page 2: Table Of Contents

    This document contains information for installation, commissioning, operation and maintenance staff. It is intended to support device installation and commissioning. Reference documents: Reference documents can be downloaded from the Internet (www.auma.com) or ordered directly from AUMA (refer to <Addresses>). Table of contents Page Safety instructions.........................
  • Page 3 Maintenance 13.3. Disposal and recycling Technical data......................... 14.1. Technical data Part-turn actuator Spare parts..........................15.1. Part-turn actuators SGM 04.1 SGM 10.1/SGMR 04.1 SGMR 10.1 15.2. Part-turn actuators SGM 12.1/SGMR 12.1 Certificates..........................16.1. Declaration of Incorporation and EC Declaration of Conformity Index............................

  • Page 4: Safety Instructions

    Any device modification requires prior written consent of the manufacturer. 1.2. Range of application AUMA part-turn actuators are designed for the operation of valves, e.g. butterfly valves and ball valves. Other applications require explicit (written) confirmation by the manufacturer. The following applications are not permitted, e.g.:...

  • Page 5: Warnings And Notes

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU Safety instructions Passenger lifts according to DIN 15306 and 15309 Service lifts according to EN 81-1/A1 Escalators Buried service Continuous submersion (observe enclosure protection) Potentially explosive atmospheres Radiation exposed areas in nuclear power plants No liability can be assumed for inappropriate or unintended use.
  • Page 6 SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Safety instructions Modbus RTU < > Reference to other sections Terms in brackets shown above refer to other sections of the document which provide further information on this topic. These terms are either listed in the index, a heading...

  • Page 7: Identification

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU Identification Identification 2.1. Name plate Figure 1: Arrangement of name plates Actuator name plate Additional plate, e.g. KKS plate (Power Plant Classification System) Description of actuator name plate Figure 2: Actuator name plate (example)

  • Page 8: Short Description

    Internal number for unambiguous product identification Control Modbus RTU = Control via Modbus RTU interface. When registered as authorised user, you may use our AUMA Assistant App to scan Data Matrix code the Data Matrix code and directly access the order-related product documents without having to enter order number or serial number.

  • Page 9: Transport, Storage And Packaging

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU 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.

  • Page 10: Assembly

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Assembly Modbus RTU Assembly 4.1. Mounting position The product described in this document can be operated without restriction in any mounting position. 4.2. Actuator: mount to valve 4.2.1. Actuator for assembly: prepare...

  • Page 11: 4.2.2.1. Mounting With Coupling

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU Assembly Figure 5: Coupling variants Bore with keyway Square bore Bore with two-flats Valve shaft Output drive flange (size 12.1) 4.2.2.1. Mounting with coupling Condition: Valve and actuator are in the same end position.
  • Page 12 Tightening torques for screws, valid for actuators with housing made of aluminium in shock-resistant version. Flange Screws Tightening torque [Nm] Threads Min. reach of screw into the ac- Strength class 8.8 tuator 12 mm 14.5 mm Actuators with aluminium housing are powder coated, colour: standard AUMA silver-grey.

  • Page 13: Electrical Connection

    The pertaining wiring diagram/terminal plan (both in German and English) is attached plan to the device in a weather-proof bag, together with these operation instructions. It can also be requested from AUMA (state order number, refer to name plate) or downloaded directly from the Internet (http://www.auma.com). Permissible networks...
  • Page 14 SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Electrical connection Modbus RTU Type of current, mains voltage and mains frequency must match the data on the motor name plate. Cable installation in ac- Signal and fieldbus cables are susceptible to interference.

  • Page 15: Connection Via Bayonet Connector

    Use suitable crimping tools to connect wires: For bayonet connectors: e.g. Cannon four indent crimping tool Observe operation instructions of the connector manufacturer. Upon request, AUMA provide suitable connection sets. For further information refer to separate "Technical data Connector". Observe characteristics of network topology used.
  • Page 16 SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Electrical connection Modbus RTU Figure 9: Structure for line topology □ further fieldbus devices will follow ■ last fieldbus device, termination must be activated ↑ from the previous device ↓ to the next device Figure 10: Structure for redundant loop topology □...

  • Page 17: Earth Connection, External

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU Electrical connection Connect mains and fieldbus cables according to the order related wiring diagram. Steps Table 5: Assignment of fieldbus cables Plug/socket connector Assignment Colour For XK2 (socket) Green...

  • Page 18: Accessories For Electrical Connection

    Permissible length of connecting cables: max. 30 m. Observe prior to connec- tion We recommend using an AUMA cable set (5 m). A retrofit kit is available for actuators without wall bracket. Establish cable connection via plug/socket connector as illustrated.

  • Page 19: Indications

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU Indications Indications 6.1. Mechanical position indication via indicator mark Figure 12: Mechanical position indicator End position OPEN reached End position CLOSED reached Indicator mark at cover Characteristics Independent of power supply...
  • Page 20 SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Indications Modbus RTU Table 7: Indication light [2] (default setting) Colour/state Signification Description illuminated in yellow CLOSE Actuator is in end position CLOSED. blinking in blue LOCAL Operation mode LOCAL is active. The actuator can be operated (1 Hz) via push buttons.

  • Page 21: Signals (Output Signals)

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU Signals (output signals) Signals (output signals) 7.1. Signals via fieldbus The feedback signals via Modbus RTU can be read using the appropriate Modbus function codes. For further information, please refer to the Manual (Device integration fieldbus)

  • Page 22: Operation

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Operation Modbus RTU Operation 8.1. Manual operation For purposes of setting and commissioning, in case of motor failure or power failure, the actuator may be operated manually. The handwheel does not rotate during motor operation. Change-over from motor operation to manual operation is not required.

  • Page 23: Actuator Operation From Remote

    Push-to-run operation or self-retaining is set via the controls software. Refer to <AUMA CDT software (accessories)> chapter. It is possible to temporarily (for one operation command) activate self-retaining by means of the push buttons: → Press and hold down push buttons OPEN [1] or CLOSE [3] for more than 3 seconds.
  • Page 24 SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Operation Modbus RTU Figure 16: Local controls Operation mode LOCAL/REMOTE Indication light for operation mode LOCAL (blue) Activate operation mode Remote by means of local controls: If indication light [4] is blinking in blue: Hold down push button [2] for approx. 3 seconds until the blue indication light goes out.

  • Page 25: Commissioning (Basic Settings Of Controls)

    For fieldbus configuration, please also refer to the Manual (Device integration Fieldbus). Please also refer to <AUMA CDT software (accessories)> chapter for further settings. 9.1. Cover to controls: open The cover to the integral controls must be opened to perform the following settings (options).

  • Page 26: Type Of Seating: Set

    (Factory setting on delivery for line topology) Settings of switches [S2] through [S4] and [S6] through [S10] are valid. The values cannot be changed via AUMA CDT software. Software mode (sliding switch at white dot) (Factory setting on delivery for loop topology) Settings of switches [S2] through [S4] and [S6] through [S10] are NOT relevant.

  • Page 27: Torque Switching: Set

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU Commissioning (basic settings of controls) Setting via software parameters (AUMA CDT) Condition: Switch [S5] is in position ON (software mode). Setting parameters Customer settings Type of seating End position CLOSED...

  • Page 28: Fieldbus Address (Slave Address), Baud Rate, Parity And Monitoring Time: Set

    Table 11: Address Connector [S2] [S3] [S4] Software (AUMA CDT) Default value Setting range For Modbus loop topology, sliding switches [S2 S4] are deactivated in the factory. In this case, the address is 247, set via software parameters (AUMA CDT).
  • Page 29 Baud rate Parity/stop bit Monitoring time Default values: MD1 slave address = 247 Baud rate = Auto Parity/stop bit = Even, 1 stop bit Monitoring time = 15.0 seconds Setting ranges: The setting ranges are indicated in the AUMA CDT software.

  • Page 30: Termination Resistor: Connect

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Commissioning (basic settings of controls) Modbus RTU 9.6. Termination resistor: connect Switch [S1] is only available for line topology. For loop topology, termination is done automatically; therefore a switch for the termination resistor is not required.
  • Page 31 Motor is operating in stepping mode Setting via software parameters (AUMA CDT) Motor speed and thus actuator operating time can be modified by means of the software parameters described below. Contrary to operating time setting using switch...

  • Page 32: Cover To Controls: Close

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Commissioning (basic settings of controls) Modbus RTU Table 15: Example values of type range settings SGM/SGMR 04.1/05.1/07.1/10.1 SGM/SGMR 04.1/05.1/07.1 SGM/SGMR 10.1 Output speed via parameter: Speed Operating time Output speed via parameter:...

  • Page 33: Commissioning (Basic Settings At Actuator)

    The setting sequence depends on the valve: Recommendation for butterfly valves: Set end stop CLOSED first. Recommendation for ball valves: Set end stop OPEN first. Figure 22: End stop, sizes SGM 04.1 SGM 10.1 Screw plug for end stop OPEN...

  • Page 34: End Stop Closed: Set

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Commissioning (basic settings at actuator) Modbus RTU Figure 23: End stop, size SGM 12.1 Screw plug for end stop OPEN Setting screw for end stop OPEN Screw plug for end stop CLOSED...

  • Page 35: End Position Detection: Verify Setting

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU Commissioning (basic settings at actuator) If the valve end position is not reached: Slightly turn setting screw [2] counterclockwise until valve end position OPEN can be correctly set. Turning the setting screw [2] clockwise decreases the swing angle.

  • Page 36: End Position Closed: Set Again

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Commissioning (basic settings at actuator) Modbus RTU Activate operation mode LOCAL: Hold down push button [2] for approx. 3 seconds until right indication light is blinking in blue. If the local controls are not provided on site, it is possible to connect an external Information control module.

  • Page 37: End Position Open: Set Again

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU Commissioning (basic settings at actuator) 10.3.2. End position OPEN: set again Activate setting mode "end position setting": Press push button [2] hold down and press push buttons [1] and [3] at the same time.

  • Page 38: Mechanical Position Indicator: Set

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Commissioning (basic settings at actuator) Modbus RTU 10.5. Mechanical position indicator: set Move valve to end position CLOSED. Turn lower indicator disc until symbol (CLOSED) is in alignment with the mark on the cover.

  • Page 39: Auma Cdt Software (Accessories)

    Z100.999) is required. Read/perform basic settings via AUMA CDT software Basic settings at the device (in controls) made via switches are read only via AUMA CDT on delivery and cannot be modified. To be able to change these parameters via software, position switch [S5] in controls to "Software mode".

  • Page 40: Corrective Action

    5 blinks Fault indication 5 Fault E2 (actual value of positioner) → Check wiring (for possible loss of signal) of E2. → Read detailed fault indication via AUMA CDT software (accessories). 6 blinks Fault indication 6 Actuator is outside the permissible position (poten- tiometer signal).

  • Page 41: Fuses

    For reasons of accuracy, we recommend selection of the stroke higher than 60 % of the maximum turn range. → Abort warning: Set again Low limit Uspan para- meter via AUMA CDT software within the Position transmitter potentiometer sub-menu. 12.2. Fuses 12.2.1.

  • Page 42: Servicing And Maintenance

    Therefore, we recommend contacting our service. Only perform servicing and maintenance tasks when the device is switched off. AUMA AUMA offers extensive service such as servicing and maintenance as well as Service & Support customer product training. For the relevant contact addresses, please refer to <Addresses>...

  • Page 43: Technical Data

    Information on the customer-specific version, refer to the order-related data sheet. The technical data sheet can be downloaded from the Internet in both German and English at ht- tp://www.auma.com (please state the order number). 14.1. Technical data Part-turn actuator Type Operating time for 90°...
  • Page 44 SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Technical data Modbus RTU Features and functions of actuator Torque switching Via electronic current measurement status signals for directions OPEN and CLOSE, adjustable in 8 steps Signalling via fieldbus interface Mechanical position indicator...
  • Page 45 Setting the Modbus RTU interface The Modbus address is set via switches (DIP switches in the actuator), alternatively also via parameters (using AUMA Software CDT and AUMA service cable Z100.999). Parity and baud rate are set via parameters. Commands and signals of the Modbus RTU interface...
  • Page 46 Enclosure protection according to IP68 EN 60529 According to AUMA definition, enclosure protection IP68 meets the following requirements: Depth of water: maximum 8 m head of water Duration of continuous immersion in water: Max. 96 hours Up to 10 operations during continuous immersion Modulating duty is not possible during continuous immersion.
  • Page 47 SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU Technical data Further information EU Directives Electromagnetic Compatibility (EMC): (2014/30/EU) Low Voltage Directive: (2014/35/EU) Machinery Directive: (2006/42/EC)

  • Page 48: Spare Parts

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Spare parts Modbus RTU Spare parts 15.1. Part-turn actuators SGM 04.1 – SGM 10.1/SGMR 04.1 – SGMR 10.1...
  • Page 49 Spare parts 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. Representation of spare parts may slightly vary from actual delivery.

  • Page 50: Part-Turn Actuators Sgm 12.1/Sgmr

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Spare parts Modbus RTU 15.2. Part-turn actuators SGM 12.1/SGMR 12.1...
  • Page 51 Spare parts 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. Representation of spare parts may slightly vary from actual delivery.

  • Page 52: Certificates

    Certificates are valid as from the indicated date of issue. Subject to changes without Information notice. The latest versions are attached to the device upon delivery and also available for download at http://www.auma.com. 16.1. Declaration of Incorporation and EC Declaration of Conformity...
  • Page 53 SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU...
  • Page 54 SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU...

  • Page 55: Index

    SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Modbus RTU Index Index Failure behaviour Fault indications Fieldbus address Accessories (electrical con- Fieldbus cables nection) Flange size Actuator: mount to valve Fuses Ambient temperature 7, 46 Applications Assembly Ground connection...
  • Page 56 SGM 04.1 SGM 12.1 / SGMR 04.1 SGMR 12.1 Index Modbus RTU OPEN - CLOSE control (Re- Technical data mote OPEN - CLOSE) Terminal cross sections Open-close duty (REMOTE Terminal plan OPEN-CLOSE) Torque by-pass Operating time Torque range Operating time monitoring...

  • Page 57: Addresses

    AUMA Finland Oy AUMA Polska Sp. z o.o. FI 02230 Espoo PL 41-219 Sosnowiec Tel +358 9 5840 22 Tel +48 32 783 52 00 AUMA Riester GmbH & Co. KG auma@auma.fi biuro@auma.com.pl www.auma.fi www.auma.com.pl Location Muellheim DE 79373 Muellheim AUMA France S.A.R.L.
  • Page 58 AUMA worldwide AUMA South Africa (Pty) Ltd. Mikuni (B) Sdn. Bhd. Mustafa Sultan Science & Industry Co LLC ZA 1560 Springs BN KA1189 Kuala Belait OM Ruwi Tel +27 11 3632880 Tel + 673 3331269 / 3331272 Tel +968 24 636036 aumasa@mweb.co.za...
  • 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 info@auma.com www.auma.com Y005.709/003/en/1.18 For detailed information on AUMA products, refer to the Internet: www.auma.com...

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