AUMA SA Series Manual

AUMA SA Series Manual

Multi-turn actuators with actuator controls ac 01.2-sil/acexc 01.2-sil
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Multi-turn actuators
SA 07.2
SA 16.2/SAR 07.2
SAR 16.2
SAEx 07.2
SAEx 16.2/SAREx 07.2
SAREx 16.2
with actuator controls
AC 01.2-SIL/ACExC 01.2-SIL
SIL version
Manual
Functional Safety

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Summary of Contents for AUMA SA Series

  • Page 1 Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 SAEx 07.2 SAEx 16.2/SAREx 07.2 SAREx 16.2 with actuator controls AC 01.2-SIL/ACExC 01.2-SIL SIL version Manual Functional Safety...
  • Page 2: Table Of Contents

    Manual (Operation and setting) AUMATIC AC 01.2 Manual (Device integration Fieldbus) AUMATIC AC 01.2/ACExC 01.2 Technical data on multi-turn actuator and on actuator controls Reference documents can be downloaded from the Internet (www.auma.com) or ordered directly from AUMA (refer to <Addresses>). Table of contents Page Terminology..........................
  • Page 3 Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Table of contents 7.3. Status signals via output contacts (digital outputs) of standard controls 7.4. Signal via fieldbus of standard controls Tests and maintenance......................8.1. Safety equipment: check 8.2. Internal actuator monitoring with control via standard controls 8.3.
  • Page 4: Sa 16.2/Sar 07.2

    Multi-turn actuators Terminology SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Terminology IEC 61508-4, Functional safety of electrical/electronic/programmable electronic Information sources safety-related systems Part 4: Definitions and abbreviations IEC 61511-1, Functional safety - Safety instrumented systems for the process industry sector Part 1: Framework, definitions, system, hardware and software requirements 1.1.
  • Page 5 Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Terminology Periodic test performed to detect dangerous hidden failures in a safety-related system Proof test so that, if necessary, a repair can restore the system to an "as new" condition or as close as practical to this condition.
  • Page 6: Application And Validity

    Application and validity 2.1. Range of application AUMA actuators and actuator controls in SIL version are intended for operation of industrial valves and are suitable for use in safety instrumented systems in accordance with IEC 61508 or IEC 61511. 2.2.
  • Page 7: Architecture, Configuration And Applications

    For the Safe Stop function (SS), the overrun of the arrangement (actuator, gearbox, valve) and the reaction time have to be observed. If the application requires self-locking of the actuator, please consult AUMA. Architecture when using the Safe ESD function...
  • Page 8: Configuration (Setting)/Version

    Multi-turn actuators Architecture, configuration and applications SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Information For "SIL seating" = "forced limit seating in end position", the seating is performed via limit switches in the end position. Since each switch has a hysteresis, the actuator leaves the end position prior to limit switch release.
  • Page 9: Applications (Environmental Conditions)

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Architecture, configuration and applications Table 4: For actuators with electromechanical control unit: Configuration Short description Configuration SIL seating type Type of seating Standard controls 1: No seating No seating by limit or torque switches dur- Freely selectable ing safety operation 2: Forced torque seat-...
  • Page 10 Multi-turn actuators Architecture, configuration and applications SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Vibration test: IEC 60068-2-6 Induced seismic vibration (earthquake): IEC 68-3-3 Enclosure protection test IP68: EN 60529 Salt spray test: EN ISO 12944-6 Immunity requirements: EN 61326-3-1 Emission: EN 61000-6-4 Thyristor version only...
  • Page 11: Safety Instrumented Systems And Safety Functions

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Safety instrumented systems and safety functions Safety instrumented systems and safety functions 4.1. Safety instrumented system including an actuator Typically, a safety instrumented system including an actuator is composed of the components as shown in the figure.
  • Page 12: Safe Inputs And Outputs

    Multi-turn actuators Safety instrumented systems and safety functions SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Safe STOP function: Safe STOP An operation command of standard controls (in directions OPEN or CLOSE) will only be executed if an additional enable signal for the operation com- mand is applied.
  • Page 13: Examples Of Applications

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Safety instrumented systems and safety functions Figure 3: Redundant system with Safe ESD for Safe OPENING 4.5. Examples of applications Safe OPENING of a pressure vessel using the Safe ESD function The standard PLC controls the entire system.
  • Page 14: System Representation

    Multi-turn actuators Safety instrumented systems and safety functions SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Safe stop of locks to prevent destruction using the Safe STOP function. Operation safety (preventing hazards to persons and systems) is of utmost importance for locks. Once the lock closes, no boats must be between the gates. Otherwise, the Safe STOP function (e.g.
  • Page 15: Installation, Commissioning And Operation

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Installation, commissioning and operation Installation, commissioning and operation Information Installation and commissioning have to be documented by means of an assembly report and an inspection certificate. Installation must be carried out exclusively by suitably qualified personnel.
  • Page 16: Commissioning

    Multi-turn actuators Installation, commissioning and operation SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 SIL failure (signal active), i.e.: NO (NO contact) output = open NC (NC contact) output = closed Designation Signal Customer connections for control Wiring diagram [1] Parallel [2] Fieldbus Safe ESDa Digital input for Safe ESD function...
  • Page 17: Operation

    In case of possible failures or defects of the safety system, safe function must be guaranteed by introducing alternative actions. Furthermore, a detected fault including fault description has to be sent to AUMA Riester GmbH & Co. KG. Autonomous repair work by the plant operator is not permitted.
  • Page 18: Indications On Display

    Multi-turn actuators Indications on display SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Indications on display This section contains indications of standard controls only available in SIL version . General indications as well as settings and operation are described in the pertaining operation instructions and in the Manual (Operation and setting) AUMATIC AC 01.2.
  • Page 19: Sil Configuration Warning

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Indications on display Figure 10: Signal: Safety function active Information As soon as a safety function is active (SIL function active indication), the actuator is controlled via the safety PLC and the SIL module. For “normal control” (standard PLC), controls are therefore “Not ready REMOTE”.
  • Page 20: Signals

    Possibly defect at actuator Remedy mechanics. → Verify reduction gearing settings within the actuator. → In case of possible defect at the actuator: Contact AUMA service Phase fault One phase of power supply is The Safe ESD safe function cannot be executed.
  • Page 21: Status Signals Via Output Contacts (Digital Outputs) Of Standard Controls

    The Safe ESD safe function can possibly not be executed. Actuator locked during manual Remedy operation. → In case of possible defect at the actuator: Contact AUMA service Possible defect at actuator: No signal in display Fault of redundant Safe ESD It is possible to execute the Safe ESD safety function.
  • Page 22 Multi-turn actuators Signals SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Information Status signals via fieldbus are not part of a safety function! They may not be integrated in a safety-related system. They can be used as additional information on the standard PLC, for example.
  • Page 23: Tests And Maintenance

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Tests and maintenance Tests and maintenance Test and maintenance tasks may only be performed by authorised personnel who have been trained on functional safety. Test and maintenance equipment has to be calibrated. Information Any test/maintenance must be recorded in a test/maintenance report.
  • Page 24: Proof Test (Verification Of Safe Actuator Function)

    Multi-turn actuators Tests and maintenance SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Performing the PVST using the PVST function of AC.2-SIL: If standard controls of AC.2-SIL are configured with PVST input, this input can be used for diagnostics of the safety relevant part of the controls under certain conditions.
  • Page 25: Safe Esd Safety Operation (Safe Opening/Closing)

    If a fault occurs during proof test, safe function has to be ensured introducing alternative actions. Please contact AUMA Riester GmbH & Co. KG. The type of proof test to be performed depends on version and configuration of the product.
  • Page 26: Sil Fault Signal "Actuator Monitoring": Check

    Multi-turn actuators Tests and maintenance SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Execute operation command in opposite direction of the configured ESD safety function: For "Safe CLOSING" (Safe ESD in direction CLOSE) configuration: Start operation command in direction OPEN. For "Safe OPENING" (Safe ESD in direction OPEN) configuration: Start operation command in direction CLOSE.
  • Page 27: Safe Esd Reaction To "Limit Seating With Overload Protection

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Tests and maintenance Proof test (motor prot.) M1021 Simulation value: Thermal test Figure 11: Display indication on local controls The simulation (active/inactive) is activated and deactivated by push button Ok. A dot on the display indicates that the simulation is active. Black dot (●): Motor protection simulation active (thermal fault) White dot (○): Signal not active Test procedure...
  • Page 28 Multi-turn actuators Tests and maintenance SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Figure 12: Electromechanical control unit Turn test button [1] in direction of the LSC arrow: Limit switch CLOSED trips. Turn test button [1] in direction of the TSC arrow: Torque switch CLOSED trips. Turn test button [2] in direction of the LSO arrow: Limit switch OPEN trips.
  • Page 29: Safe Esd Reaction To "Forced Limit Seating In End Position" (Limit Evaluation) For Actu

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Tests and maintenance 8.4.5. Safe ESD reaction to "Forced limit seating in end position" (limit evaluation) – for actuators with electromechanical control unit: check This test is required for the following versions or configurations: Configuration Actuator with electromechanical control unit One of the following safety functions:...
  • Page 30: Safe Esd Reaction To "Forced Torque Seating In End Position

    Multi-turn actuators Tests and maintenance SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 "SIL seating" configuration = Forced limit seating in end position” (safety operation is stopped by limit switch tripping) During the test, the reaction of the Safe ESD function to limit switch tripping during Test procedure safety operation is checked.
  • Page 31: Safe Esd Reaction For "No Seating" (No Evaluation Of Limit And Torque): Check

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Tests and maintenance Check seating via torque and limit switches: Operate torque switches and hold activated. For "Safe CLOSING" (Safe ESD in direction CLOSE) configuration: Turn test button [1] in direction of the TSC arrow: For "Safe OPENING"...
  • Page 32: Safe Stop Function: Check

    Multi-turn actuators Tests and maintenance SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Limit switching evaluation Operate limit switches: For "Safe CLOSING" (Safe ESD in direction CLOSE) configuration: Turn test button [1] in direction of the LSC arrow. For "Safe OPENING" (Safe ESD in direction OPEN) configuration: Turn test button [2] in direction of the LSO arrow.
  • Page 33: Combination Of Safe Esd And Safe Stop Function: Check

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Tests and maintenance Cancel release signals for directions CLOSE and OPEN one after the other: 3.1 First set Safe STOP CLOSE input signal to 0 V (low). Actuator must continue its operation No SIL fault signal may be issued.
  • Page 34: Maintenance

    <Safety equipment: check> and <Proof test (verification of safe actuator function)> chapters. In case a fault is detected during maintenance, this must be reported to AUMA Riester GmbH & Co. KG.
  • Page 35: Safety-Related Figures

    60 % and <90 % according to table 2 of IEC 61508-2 for SIL 2 (subsystems with a hardware fault tolerance of 0). Figure 15: Non-normative failure distribution assumed by AUMA Information System power supply has not been considered for calculating the figures for actuator and actuator controls.
  • Page 36: Specific Figures For Ac 01.2 Controls In Sil Version With Actuators Of Sa.2 Series

    Multi-turn actuators Safety-related figures SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 9.2. Specific figures for AC 01.2 controls in SIL version with actuators of SA.2 series The following figure tables provide an example of safety-related figures for the different versions. Complete data records of safety-related figures of all variants are available within the exida test report.
  • Page 37 Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Safety-related figures SA 07.2 – SA 16.2 / SAR 07.2 – SAR 16.2 Switchgear version: Thyristors Safety function Safe ESD Safe STOP = 1 year (1001) 1.78 x 10 1.28 x 10 Proof = 1 year (1002) 1.65 x 10...
  • Page 38 Multi-turn actuators Safety-related figures SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 including detected "annunciation" failures (λ ) (failures in diagnostic function) Table 14: SAEx. 2 series with ACExC 01.2 controls in SIL version, with heating system SAEx07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Switchgear version: Thyristor with tripping contactor Safety function Safe ESD...
  • Page 39: Sil Certificate

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 SIL Certificate SIL Certificate...
  • Page 40: Checklists

    Multi-turn actuators Checklists SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Checklists 11.1. Commissioning checklist Table 15: Commissioning checklist 1. Actuator and controls correctly wired? ✓ 2. Limit and torque switching set? ✓ 3. Safe function (depending on the configuration) checked in accordance with the proof ✓...
  • Page 41: Safe Esd Reaction To "Motor Protection (Thermal Fault)" Signals

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Checklists Table 17: Proof test checklist Configuration ✎ Configuration ✎ Safe CLOSING (Safe ESD in direction CLOSE) Safe OPENING (Safe ESD in direction OPEN) 1. Is actuator in mid-position or at sufficient distance ✓...
  • Page 42: Safe Esd Reaction To "Limit Seating With Overload Protection

    Multi-turn actuators Checklists SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 11.2.4. Safe ESD reaction to "Limit seating with overload protection" (limit and/or torque evaluation) Proof test checklist for version or configuration: Actuator with electromechanical control unit One of the following safety functions: Safe ESD function: “Safe CLOSING"...
  • Page 43 Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Checklists One of the following safety functions: Safe ESD function: “Safe CLOSING" (Safe ESD in direction CLOSE) Safe ESD function “Safe OPENING" (Safe ESD in direction OPEN) "SIL seating" configuration = Forced limit seating in end position” Also valid for combination of SafeESD with Safe STOP.
  • Page 44: Safe Esd Reaction To "Forced Torque Seating In End Position

    Multi-turn actuators Checklists SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Table 21: Proof test checklist Configuration ✎ Configuration ✎ Safe CLOSING (Safe ESD in direction CLOSE) Safe OPENING (Safe ESD in direction OPEN) 1. Is actuator in mid-position or at sufficient distance ✓...
  • Page 45: Safe Stop Function

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Checklists One of the following safety functions: Safe ESD function: “Safe CLOSING" (Safe ESD in direction CLOSE) Safe ESD function “Safe OPENING" (Safe ESD in direction OPEN) "SIL seating" configuration = No seating” Also valid for combination of SafeESD with Safe STOP.
  • Page 46: 11.2.10. Combination Of Safe Esd And Safe Stop

    Multi-turn actuators Checklists SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Table 24: Proof test checklist Safe stop in direction OPEN ✎ Safe stop in direction CLOSE ✎ Safe STOP OPEN Safe STOP CLOSE 1. Is actuator in mid-position or at sufficient distance ✓...
  • Page 47 Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2...
  • Page 48 Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2...
  • Page 49: Index

    Multi-turn actuators SA 07.2 SA 16.2/SAR 07.2 SAR 16.2 Index Index Partial Valve Stroke Test (PVST) Actuator definition PFD for actuator Actuator monitoring internal Probability of failure Ambient conditions Proof test 5 , 24 , 24 Architecture Proof test checklists Certificate Range of application Checklists...
  • Page 50: 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 51 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 52 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 Y005.574/003/en/1.15 For detailed information on AUMA products refer to the Internet: www.auma.com...

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