AUMA SQEx 05.2 Manual

AUMA SQEx 05.2 Manual

Part-turn actuators
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Part-turn actuators
SQEx 05.2 – SQEx 14.2
SQREx 07.2 – SQREx 14.2
AUMA NORM (without controls)
FM/CSAEX version (Class/Division System)
Operation manual
Assembly and commissioning

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Summary of Contents for AUMA SQEx 05.2

  • Page 1 Part-turn actuators SQEx 05.2 – SQEx 14.2 SQREx 07.2 – SQREx 14.2 AUMA NORM (without controls) FM/CSAEX version (Class/Division System) Operation manual Assembly and commissioning...
  • Page 2: Table Of Contents

    Table of contents Target group: This document contains information for the mounting, commissioning, and maintenance staff. Read operation manual first. • Heed safety instructions. • This operation manual is part of the product. • Preserve operation manual during product life. •...
  • Page 3 13.2.1 Disconnection from the mains with KES-d electrical connection ............ 41 13.3 Maintenance............................... 41 13.4 Disposal and recycling ..........................42 14 Spare parts list ..............................44 14.1 Part-turn actuators SQEx 05.2 – 14.2 KES-Exd / SQREx 05.2 – 14.2 KES-Exd........44 Index .................................. 46...
  • Page 4: Safety Instructions

    Safety instructions 1 Safety instructions 1.1 Prerequisites for safe handling of the product Standards/directives The end user or the contractor must ensure that all legal requirements, directives, guidelines, national regulations and recommendations with respect to assembly, elec- trical connection, commissioning and operation are met at the place of installation. Depending on the actuator version, this includes: •...
  • Page 5: Range Of Application

    Any device modification requires prior written consent of the manufacturer. 1.2 Range of application AUMA part-turn actuators SQEx/SQREx are designed for the operation of industrial valves, e.g. butterfly valves and ball valves. The devices described below are approved for use in the potentially explosive atmos- pheres in compliance with the classification (class, division) as specified on the name tag.
  • Page 6: References And Symbols

    Safety instructions Potentially hazardous situation. Failure to observe this warning could re- NOTICE sult in property damage. Is not used for personal injury. 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 this manual: The term Information preceding the text indicates important notes and infor-...
  • Page 7: Short Description

    Controls are required to operate or process the actuator signals. Actuators without controls can be equipped with AUMA actuator controls at a later date. For more information, please state our order number. The order number is avail- able on the tame tag.
  • Page 8: Name Tag

    Name tag 3 Name tag Figure 2: Arrangement of name tags [2][3][4] Motor name tag Actuator name tag Additional tag, e.g. KKS tag (Power Approval plate for explosion-proof ver- Plant Classification System) sion Actuator name tag Figure 3: Actuator name tag (example) [12] [10] [11]...
  • Page 9 Name tag Motor name tag Figure 4: Motor name tag (example) [13] [12] [11] [10] Motor type Motor article number Serial number Type of current, mains voltage Rated power Nominal current Type of duty Enclosure protection Motor protection (temperature protec- [10] Insulation class tion) [11]...
  • Page 10 Name tag SQEx 07.2 -FA10 FA10 Flange size Order number (commis- The product can be identified using this number and the technical data as well as or- sion number) der-specific data pertaining to the device can be determined. Please always state this number for any product inquiries. Ex marking Table 3: Description of the Ex marking with the example of /13B1111 Marking for the explosion protection (with the example of /13B1111)
  • Page 11: Transport And Storage

    For other output drive types, heed additional weights. Indicated weight includes AUMA NORM part-turn actuator with 3-phase AC motor, electrical connection in standard version and hand- wheel including base and lever. For other output drive types, heed additional weights.
  • Page 12: Storage

    For other output drive types, heed additional weights. Indicated weight includes AUMA NORM part-turn actuator with 1-phase AC motor, electrical connection in standard version and hand- wheel including base and lever. For other output drive types, heed additional weights.
  • Page 13: Assembly

    Assembly 5 Assembly 5.1 Mounting position When using grease as lubricant, the product described herein can be operated in any mounting position. When using oil instead of grease within the actuator gear housing, perpendicular mounting position is specified whereby the flange is pointing downward. The type of lubricant used is indicated on the actuator name tag (short designation F...= grease;...
  • Page 14: Overview On Coupling Variants

    Assembly 5.3.1 Overview on coupling variants Design Figure 8: Valve attachment via coupling Bore with keyway Square bore Two-flat Application • For valves with connections according to MSS SP 101 [ISO 5211] • For rotating, non-rising valve stem 5.3.1.1 Mount actuator (with coupling) Unbored couplings or couplings with pilot bore must be machined to match the valve shaft prior to mounting the actuator to the valve (e.g.
  • Page 15 Valve shaft Grub screw Clamping washer and screw with curved spring lock washer Figure 10: Mounting positions for coupling Table 8: Mounting position of the coupling with fitting dimensions according to AUMA definition Dimensions [mm] SQEx 05.2 SQEx 07.2 SQEx 10.2 SQEx 12.2 SQEx 14.2...
  • Page 16 Assembly ð Information: Ensure that the spigot (if provided) fits uniformly in the recess and that the flanges are in complete contact. 7. If flange bores do not match thread: Slightly rotate handwheel until bores line up. 8. If the bores do not align even after rotating the handwheel, shift the actuator by one tooth on the coupling, if required.
  • Page 17: Electrical Connection

    Electrical connection 6 Electrical connection 6.1 Basic information Electric shock due to presence of hazardous voltage! WARNING Failure to observe this warning can result in death, serious injury, or property damage. à The electrical connection must be carried out exclusively by suitably qualified per- sonnel.
  • Page 18: Electrical Connection Kes-Ex D

    Electrical connection Safety standards Safety measures and safety equipment must comply with the respectively valid na- tional on site specifications. All externally connected devices shall comply with the rel- evant safety standards for the place of installation. Connecting cables, cable •...
  • Page 19: Open Terminal Compartment

    Electrical connection Power contacts Control contacts Cage clamp, Screw connection Type of customer connection Screw-type connection as an op- PE = Ring lug/U-bracket tion Connection diameter max. 6 mm /10 mm 2.5 mm flexible, 4 mm solid 6.2.1 Open terminal compartment Figure 14: Open terminal compartment Cover Screws for cover...
  • Page 20: Cable Connection

    Electrical connection Figure 15: Name tag, example with enclosure protection (NEMA) type For shielded cables: Use EMC approved cable glands. How to proceed 1. Loosen screws [2] and remove cover [1]. 2. Insert cable glands suitable for connecting cables. 3. Seal unused cable entries with suitable plugs. 6.2.2 Cable connection Table 11: Terminal cross sections and terminal tightening torques Designation...
  • Page 21: Close Terminal Compartment

    Electrical connection Figure 16: PE connection U-bracket for PE connection 6.2.3 Close terminal compartment Figure 17: Close terminal compartment Cover Screws for cover O-ring Blanking plug Cable gland Frame Flameproof enclosure, risk of explosion! WARNING Risk of death or serious injury! à Handle cover and housing parts with care. à...
  • Page 22: External Earth Connection

    Electrical connection 6.3 External earth connection Figure 18: Earth connection for part-turn actuator Table 12: Terminal cross sections and PE connection tightening torques Conductor type Terminal cross sections Tightening torques Solid wire and stranded 2 x 14 AWG to 10 AWG [2.5 mm² to 6 mm²] 2.2 ft-lb 3 ft-lb [3 –...
  • Page 23: Operation

    Operation 7 Operation 7.1 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. Manual operation is automatically disengaged when motor is started again. The hand- wheel does not rotate during motor operation.
  • Page 24: Indications (Option)

    Indications (option) 8 Indications (option) 8.1 Mechanical position indication via indicator mark Figure 20: Mechanical position indicator [1] End position OPEN reached [2] End position CLOSED reached [3] Indicator mark at cover Properties • Independent of power supply • used as running indication: Indicator disc rotates during actuator operation and continuously indicates the valve position (For clockwise closing version, the symbols rotate in counterclockwise direc-...
  • Page 25: Signals (Output Signals)

    Signals (output signals) 9 Signals (output signals) 9.1 Feedback signals from actuator 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 26: Commissioning (Basic Settings)

    Commissioning (basic settings) 10 Commissioning (basic settings) 10.1 End stops in part-turn actuator The internal end stops limit the swing angle. They protect the valve in case of limit switching failure during motor operation and serve the purpose as limitation for manual operation via handwheel.
  • Page 27: Set End Stop Closed

    Commissioning (basic settings) 10.1.1 Set end stop CLOSED 1. Remove screw plug [3]. 2. Move valve to end position CLOSED with handwheel. 3. If the valve end position is not reached: Slightly turn setting screw counterclock- wise until valve end position CLOSED can be correctly set. Turning the setting screw [4] clockwise decreases the swing angle.
  • Page 28: Torque Switch Setting

    Commissioning (basic settings) How to proceed 1. Loosen screws [2] and remove cover [1] from the switch compartment. Figure 25: Open switch compartment Cover Screw for cover Indicator disc 2. If indicator disc [3] is available: Remove indicator disc [3] using a wrench (as lever).
  • Page 29: Limit Switch Setting

    Commissioning (basic settings) Figure 27: Torque switching heads Torque switching head black in direc- Torque switching head white in direc- tion CLOSE tion OPEN Lock screws Torque dials How to proceed 1. Loosen both lock screws [3] on torque dials. 2. Turn torque dial [4] to set the required torque. Example: ð...
  • Page 30: Set End Position Open (White Section)

    Commissioning (basic settings) 4. As soon as the pointer [2] is 90° from mark [3]: Continue turning slowly. 5. As soon as the pointer [2] moves to mark [3]: Stop turning and release setting spindle. ð The end position CLOSED setting is complete. 6.
  • Page 31: Limit Switch Checking

    Commissioning (basic settings) Figure 29: Position indication with symbols OPEN/CLOSED 10.5.2 Limit switch checking 1. Manually operate actuator into both valve end positions. ð The limit switches are set correctly if: ð LSC switch trips in end position CLOSED ð LSO switch trips in end position OPEN ð...
  • Page 32: Close Switch Compartment

    Commissioning (basic settings) 10.7 Close switch compartment Flameproof enclosure, risk of explosion! WARNING Risk of death or serious injury! à Handle cover and housing parts with care. à Joint surfaces must not be damaged or soiled in any way. à Do not jam cover during fitting. Corrosion due to damage to paint finish! NOTICE à...
  • Page 33: Commissioning (Optional Equipment Settings)

    Commissioning (optional equipment settings) 11 Commissioning (optional equipment settings) 11.1 Potentiometer The potentiometer is used as travel sensor and records the valve position. Setting elements The potentiometer is housed in the actuator switch compartment. The switch compart- ment must be opened to perform any settings. Refer to Open switch compartment [} 27].
  • Page 34: Set Measuring Range

    Commissioning (optional equipment settings) Data 3-wire and 4-wire systems 2-wire system Ambient temperature –76 °F to 176 °F [–60 °C to +80 °C] Transmitter potentiometer 5 kΩ Setting elements The RWG is housed in the actuator switch compartment. The switch compartment must be opened to perform any settings. Refer to Open switch compartment [} 27].
  • Page 35: Set Measuring Range

    Commissioning (optional equipment settings) Technical data Table 17: EWG 01.1 Data 3-wire and 4-wire systems 2-wire system Output current I 0 – 20 mA, 4 – 20 mA 4 – 20 mA Power supply U 24 V DC (18 – 32 V) 24 V DC (18 –...
  • Page 36: Adjust Current Values

    Commissioning (optional equipment settings) a) Both measuring ranges 0/4 – 20 mA and 20 – 0/4 mA (inverse operation) can be set. During setting process, the measuring range (normal or inverse operation) is as- signed to the end positions by push button S1/S2 assignment. b) For 2-wire systems, the Switch on/off LED end position signaling [} 37] has to...
  • Page 37: Switch On/Off Led End Position Signaling

    Commissioning (optional equipment settings) If the current value fluctuates (e.g. between 4.0 – 4.2 mA),must be Switch on/ off LED end position signaling [} 37] switched of for current value adjustment. 1. Operate valve in desired end position (OPEN/CLOSED). 2. Reduce current value: Press push button [S1]. (The current is reduced by 0.02 mA every time the push button is pressed.) 3.
  • Page 38: Set Running Direction Close (Black Section)

    Commissioning (optional equipment settings) 11.4.1 Set running direction CLOSE (black section) 1. Move valve in direction CLOSE to desired intermediate position. 2. If you override the tripping point inadvertently: Move valve in opposite direction and approach intermediate position again in direction CLOSE (always approach the intermediate position in the same direction as in later electrical operation).
  • Page 39: Corrective Actions

    The LED on the EWG either flashes in setting mode a) single flash or b) triple flash: The measuring range 0/4 – 20 mA at EWG position transmitter cannot be Request AUMA Service. set. a) EWG is not calibrated. b) Magnet positions of EWG are not aligned.
  • Page 40: Servicing And Maintenance

    à Only perform servicing and maintenance tasks when the device is switched off. Service & Support AUMA offers extensive service such as servicing and maintenance as well as cus- tomer product training. Contact addresses are indicated on our website (http:// www.auma-usa.com).
  • Page 41: Disconnection From The Mains With Kes-D Electrical Connection

    ð For electrical connections of KES type, cover [1] and connection frame [4] re- main assembled. 3. Seal open plug/socket connection, e.g. using AUMA protection cover and parking frame. Fitting the plug 4. Clean sealing faces of plug/socket connector and housing.
  • Page 42: Disposal And Recycling

    The electric connection cables must be without damage and wired correctly. • Thoroughly touch up any possible damage to painting to prevent corrosion. Origi- nal paint in small quantities can be supplied by AUMA. • Check whether Ex connections are fastened correctly.
  • Page 43 Servicing and maintenance • Arrange for controlled waste disposal of the disassembled material or for separate recycling according to materials. • Heed the national regulations for waste disposal.
  • Page 44: Spare Parts List

    Spare parts list 14 Spare parts list 14.1 Part-turn actuators SQEx 05.2 – 14.2 KES-Exd / SQREx 05.2 – 14.2 KES-Exd...
  • Page 45 Spare parts list Please state device type and our order number (see name tag) 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 this manual.
  • Page 46: Index

    Index Index Insulation class  9 Intermediate positions  37 Ambient temperature  8 Inverse operation (20 – 0/4 mA)  36 Applications  5 Approval tag  9 Approved for use in hazardous locations (EC type test certificate)  9 LED end position signaling  37 Assembly  13 Limit switches  17, 29, 31...
  • Page 47 Index Serial number  8, 10 Service  40 Short-circuit protection  17 Size  9 Spare parts list  44 Speed  8, 9 Speed range  8 Standards  4 Storage  12 Support  40 Switch check  39 Switches  17 Tandem switches  17 Temperature protection  9 Terminal plan  17 Test run  30...
  • Page 48 AUMA Actuators, Inc. 100 Southpointe Blvd USA Canonsburg PA 15317 Tel +1 724-743-2862 Fax +1 724-743-4711 mailbox@auma-usa.com www.auma-usa.com Y007.645/065/en-US/1.22 For detailed information on AUMA products, refer to the Internet: www.auma.com...

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