AUMA SAEx 07.2 Operation Instructions Manual
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AUMA SAEx 07.2 Operation Instructions Manual

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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 and commissioning

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Summary of Contents for AUMA SAEx 07.2

  • 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 and commissioning...

  • Page 2: Table Of Contents

    5.4.1 Stem protection tube for rising valve stem..................19 6 Electrical connection ............................21 6.1 Basic information............................21 6.2 Overview of AUMA electrical connections ....................22 6.3 KT/KM electrical connection........................23 6.3.1 Open terminal compartment ......................24 6.3.2 Cable connection ..........................25 6.3.3 Close terminal compartment ......................
  • Page 3 14.1 Technical data Multi-turn actuators ......................56 14.2 Tightening torques for screws ........................59 15 Spare parts list ..............................60 15.1 Multi-turn actuators SAEx 07.2 – SAEx 16.2 KT / SAREx 07.2 – SAREx 16.2 KT ........60 Index .................................. 62...

  • Page 4: Safety Instructions

    Safety instructions 1 Safety instructions 1.1 Prerequisites for the 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 device 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 actuatorsSAEx/SAREx are designed for the operation of industrial valves, e.g. globe valves, gate valves, butterfly valves, and ball valves. The devices described below are approved for use in the potentially explosive atmo- spheres of zones 1, 2, 21, and 22.

  • Page 6: Warnings And Notes

    Safety instructions – Minimum A*-70 for all special fasteners, excluding screws for fixing motors of VKX type – Minimum A*-80 for screws for fixing motors of VKX type • For tightening the screws, refer to Tightening torques for screws [} 59]. 1.3 Warnings and notes The following warnings draw special attention to safety-relevant procedures in these operation instructions, each marked by the appropriate signal word (DANGER,...

  • Page 7: Short Description

    Actuator 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 any queries, please state our order number. The order number is available on the name plate.

  • Page 8: Name Plate

    Name plate 3 Name plate Figure 2: Arrangement of name plates [2] [3][4] Motor name plate Actuator name plate Additional plate, e.g. KKS plate (Power Explosion protection approval plate Plant Classification System) Actuator name plate Figure 3: Actuator name plate (example) [13] [12] [10] [11]...
  • Page 9 Threads for cable entries at electrical sion protection connection Not used Descriptions referring to name plate indications Table 1: Description of type designation with the example of SAEx 07.2-F10 Type designation SAEx 07.2 -F10 Type SAEx = Multi-turn actuators for open-close duty...
  • Page 10 2023 Year of manufacture = 2023 Data Matrix code When registered as authorised user, you may use our AUMA Assistant App to scan the Data Matrix code and directly access the order-related product documents without having to enter order number or serial number.

  • Page 11: Transport And Storage

    SAEx 16.2/ SAREx 16.2 ADX... Refer to motor name plate Indicated weight includes AUMA NORM multi-turn actuator with 3-phase AC motor, electrical connection in standard version, output drive type B1 and handwheel. For other output drive types, consider additional weights.

  • Page 12: Storage

    Refer to motor name plate Indicated weight includes AUMA NORM multi-turn actuator with 1-phase AC motor, electrical connection in standard version, output drive type B1 and handwheel. For other output drive types, consider 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 plate (short designation F...= grease;...

  • Page 14: Overview Of Output Drive Types

    To adapt the actuators to available output drive types A with flanges F10 and F14 (year of manufacture 2009 and earlier), an adapter is required. The adapter can be ordered with AUMA. 5.3.2.1 Mount multi-turn actuator with output drive type A 1.
  • Page 15 Assembly Figure 10: Multi-turn actuator with output drive type A Multi-turn actuator Output drive type A, from left to right: with machined, unbored and pilot bore stem nut Screws to multi-turn actuator For an unbored or pilot bore stem nut, the stem nut must be finish-machined prior to mounting valve stem and prior to performing the following steps: Finish machining of stem nut for output drive type A [} 16]...
  • Page 16 5.3.2.2 Finish machining of stem nut for output drive type A This working step is only required if stem nut is supplied unbored or with pilot bore. For exact product version, please refer to the order-related technical data sheet or the AUMA Assistant App.
  • Page 17 Assembly Figure 14: Output drive type A [2.1] [2.2] [2.1] [2.1] [2.2] [2.1] Stem nut Axial needle roller bearing [2.1] Axial bearing washer [2.2] Axial needle roller and cage assembly Spigot ring How to proceed 1. Remove spigot ring [3] from output drive. 2.

  • Page 18: Output Drive Types B/C/D/E

    Assembly 5.3.3 Output drive types B/C/D/E Figure 15: Mounting principle Flange multi-turn actuator (e.g. F07) Hollow shaft Output drive sleeve (illustration ex- Gearbox/valve shaft amples) Short description Connection between hollow shaft and valve or gearbox via output drive sleeve fixed to the hollow shaft of the multi-turn actuator via retaining ring.

  • Page 19: Accessories For Assembly

    Assembly 5.3.3.1 Mount multi-turn actuator with output drive type B Figure 16: Mounting output drive types B Multi-turn actuator Valve/gearbox Valve/gearbox shaft How to proceed 1. Check if mounting flanges fit together. 2. Check, if output drive of multi-turn actuator [1] matches the output drive of valve/ gearbox or valve/gearbox valve shaft [2/3].
  • Page 20 Assembly V-seal Option: Protective cap made of steel (screwed) Risk of bending or oscillation of protection tubes exceeding a length of 2 NOTICE Risk of damage at stem and/or protection tube. à Secure protection tubes exceeding 2 m by an appropriate support. To minimise the risk of electrostatic charging within a potentially explosive atmosphere when using protective caps made of plastic, refer to Prerequisites for the safe handling...

  • Page 21: Electrical Connection

    It can also be requested from AUMA when indicating the order number (refer to name plate) or downloaded directly from our Website (http://www.auma.com). Valve damage when connecting to actuator controls! NOTICE à...

  • Page 22: Overview Of Auma Electrical Connections

    For the connection of position transmitters, screened cables must be used. 6.2 Overview of AUMA electrical connections The section below provides an overview of the different electrical connections de- scribed in the chapters to follow. Table 9: Versions of the AUMA plug/socket connector Electrical connec- Figure Properties...

  • Page 23: Kt/Km Electrical Connection

    Electrical connection 6.3 KT/KM electrical connection Figure 20: Electrical connection for KT/KM (figure shows KT version) KT-Ex d KT-Ex e Ex d Ex e Ex d Ex d Terminal carrier with screw-type/spring Connection frame clamp terminals Short description KT plug-in electrical connection with screw-type terminals for power connection and spring clamp terminals for control contacts.

  • Page 24: Open Terminal Compartment

    Electrical connection 6.3.1 Open terminal compartment Figure 21: Open terminal compartment Ex e Cover (illustration shows KT version in Screws for cover type of protection Ex e) O-ring Blanking plug Cable gland (example) Connection frame (in our example KT- Ex e) Electric shock due to presence of hazardous voltage! DANGER Death or serious injury.

  • Page 25: Cable Connection

    Electrical connection 6.3.2 Cable connection Table 11: Customising the cables Terminal designation Type Wires per Terminal cross sections Dismantling length Type of connection terminal and (tightening torque) Without wire With wire end sleeve end sleeve according to DIN 46228; length of wire end sleeve insulated (without insulation) solid...
  • Page 26 Electrical connection Figure 23: Connect cables to terminal carrier. Fitting control cables into spring clamp Tightening power terminals terminals 6. Firmly tighten protective earth to PE connection (M6 WARNING! In case of fault: Hazardous voltage while protective earth con- ductor is NOT connected! Figure 24: Protective earth connections within connection frame Customer protective earth connection for M6 ring lug or with U-bracket for up to two wires.

  • Page 27: Close Terminal Compartment

    Electrical connection 6.3.3 Close terminal compartment Figure 25: Close terminal compartment Cover (illustration shows KT version in Screws for cover type of protection Ex e) O-ring Blanking plug Cable gland (example) Connection frame (KT-Ex e) For version in flameproof enclosure (Ex d), heed the following: Risk of explosion in case of damage to flameproof enclosure! WARNING Risk of death or serious injury!

  • Page 28: Kes Electrical Connection

    Electrical connection 6.4 KES electrical connection Figure 26: KES electrical connection KES-Ex d Ex e Ex d Ex d Ex d Terminal blocks Connection frame Short description KES plug-in electrical connection with terminal blocks for power and control contacts. The KES electrical connection is available with terminal compartment in protection type Ex e (increased safety) as well as in protection type Ex d (flameproof enclosure).

  • Page 29: Open Terminal Compartment

    Electrical connection 6.4.1 Open terminal compartment Figure 27: Open terminal compartment Cover (illustration shows type of protec- Screws for cover tion Ex e) O-ring Blanking plug Cable gland Connection frame Electric shock due to presence of hazardous voltage! DANGER Death or serious injury. à...

  • Page 30: Cable Connection

    Electrical connection 3. Seal unused cable entries with approved plugs suitable for the required protection type. 6.4.2 Cable connection Table 13: Terminal cross sections and terminal tightening torques Designation Terminal cross sections Tightening torques Power contacts (U, V, W) max. 10 mm² (flexible or solid) 1.5 –...

  • Page 31: Close Terminal Compartment

    Electrical connection 6.4.3 Close terminal compartment Figure 30: Close terminal compartment Cover (illustration shows type of protec- Screws for cover tion Ex e) O-ring Blanking plug Cable gland Connection frame For version in flameproof enclosure (Ex d), heed the following: Risk of explosion in case of damage to flameproof enclosure! WARNING Risk of death or serious injury! à...

  • Page 32: External Earth Connection

    Electrical connection 6.5 External earth connection Figure 31: Earth connection for multi-turn actuator Application External earth connection (U-bracket) for connection to equipotential compensation. Table 14: Terminal cross sections and earth connection tightening torques Conductor type Terminal cross sections Tightening torques Solid wire and stranded 2.5 mm²...

  • Page 33: Operation

    Operation 7 Operation 7.1 Manual operation For purposes of setting and commissioning, in case of motor or power failure, the ac- tuator 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 34: Motor Operation

    Operation Overload protection for To protect the valve, an overload protection is available as option for manual opera- manual operation tion. If the torque applied at the handwheel exceeds a certain value (refer to order-re- lated technical data sheet), the shear pins will rupture and thus protect the valve from damage.

  • Page 35: Indications (Option)

    Indications (option) 8 Indications (option) 8.1 Mechanical position indication via indicator mark Figure 35: Mechanical position indicator End position OPEN reached End position CLOSED reached 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”...

  • Page 36: 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 37: Commissioning (Basic Settings)

    Commissioning (basic settings) 10 Commissioning (basic settings) 10.1 Open switch compartment The switch compartment must be opened to perform the following settings. Ignition of potentially explosive atmospheres caused by sparks. WARNING Risk of death or serious injury à Before opening the flameproof enclosure, ensure absence of gas and voltage. à...

  • Page 38: Set Limit Switching

    Commissioning (basic settings) Valve damage due to excessive tripping torque limit setting! NOTICE à The tripping torque must suit the valve. à Only change the setting with prior consent of the valve manufacturer. The torque switches may also trip during manual operation. Figure 38: Torque switching heads Torque switching head black in direc- Torque switching head white in direc-...

  • Page 39: Set End Position Closed (Black Section)

    Commissioning (basic settings) 10.3.1 Set end position CLOSED (black section) How to proceed 1. Engage manual operation. 2. Turn handwheel clockwise until valve is closed. 3. Turn handwheel by approximately half a turn (overrun) in the opposite direction. 4. 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 40: Check Direction Of Rotation At Hollow Shaft/Stem

    Commissioning (basic settings) 2. Switch on actuator in direction CLOSE and observe the direction of rotation on the mechanical position indication: For mechanical position indication via indicator mark: ð The direction of rotation is correct if the actuators operates in direction CLOSE and the symbols ( / ) turn counterclocwise: Figure 40: Direction of rotation (for version “clockwise closing”)

  • Page 41: Check Limit Switching

    Commissioning (basic settings) 10.4.3 Check limit switching How to proceed 1. Manually operate actuator into both valve end positions. 2. The limit switching is set correctly if: ð WSR/LSC contact trips in end position CLOSED WOEL/LSO contact trips in end position OPEN ð...

  • Page 42: 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 [} 37].

  • Page 43: Set Measuring Range

    Commissioning (optional equipment settings) Data 3-wire and 4-wire systems 2-wire system Ambient temperature –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 [} 37].

  • Page 44: Ewg 01.1 Electronic Position Transmitter

    Commissioning (optional equipment settings) 11.3 EWG 01.1 electronic position transmitter EWG 01.1 electronic position transmitter signals the remote position or the valve posi- tion. 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. Table 18: EWG 01.1 Technical data Data...

  • Page 45: Adjust Current Values

    Commissioning (optional equipment settings) a) Measuring range 0/4 – 20 mA as well as measuring range 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, switch off LED end position signalling prior to setting the measuring range.

  • Page 46: Switch On/Off Led End Position Signalling

    Commissioning (optional equipment settings) If the current value fluctuates (e.g. between 4.0 – 4.2mA), the Switch on/off LED end position signalling [} 46] must be switched off for current adjust- ment. How to proceed 1. Operate valve in desired end position (OPEN/CLOSED). 2.

  • Page 47: Set Running Direction Close (Black Section)

    Commissioning (optional equipment settings) 11.4.1 Set running direction CLOSE (black section) How to proceed 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 48 Commissioning (optional equipment settings) Figure 48: Indication: OPEN 6. Move valve to end position CLOSED again. 7. Check settings: If the symbol (CLOSED) is no longer in alignment with mark on the cover: Repeat setting procedure. 7.1 Check whether the appropriate reduction gearing has been selected, if re- quired.

  • Page 49: 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 50: Motor Protection (Thermal Monitoring)

    Corrective actions 12.2 Motor protection (thermal monitoring) PTC thermistors or thermoswitches are provided in the motor winding to monitor the motor winding temperature. Motor protection trips as soon as the max. permissible winding temperature has been reached. Possible causes Overload, running time exceeded, max. number of starts exceeded, max. ambient temperature exceeded.

  • Page 51: 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.com).

  • Page 52: Disconnection From The Mains

    Servicing and maintenance • Check actuator. • In case of ingress of water, locate leaks and repair. Dry device correctly and check for proper function. 13.2 Disconnection from the mains If the device must be dismantled, for service purposes, it can be isolated from the mains without having to remove the wiring at the electrical connection.

  • Page 53: Mains Disconnection With Kes Electrical Connection

    2. Remove electrical connection. ð Cover [1] and plug-in type frame [4] or connection frame [5] remain together. 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 54: Maintenance

    Electrical connection cables must be placed properly and in perfect condition. • Thoroughly touch up any possible damage to painting to prevent corrosion. Ori- ginal paint in small quantities can be supplied by AUMA. • Check whether Ex connections are fastened correctly.

  • Page 55: Disposal And Recycling

    Servicing and maintenance 13.4 Disposal and recycling Our devices have a long service life. However, they have to be replaced at one point in time. The devices have a modular design and may therefore easily be disas- sembled, separated, and sorted according to materials, i.e.: •...

  • Page 56: Technical Data

    The technical data sheet can be downloaded from our website at http:// www.auma.com in both German and English (please state the order num- ber). 14.1 Technical data Multi-turn actuators...
  • Page 57 Pollution degree 4 (when closed), pollution degree 2 (internal) IEC 60664-1 Vibration resistance according to 2 g, 10 to 200 Hz (AUMA NORM), 1 g, 10 to 200 Hz (for actuators with AMExC or ACExC actuator con- IEC 60068-2-6 trols) Resistant to vibration during start-up or for failures of the plant. Valid for multi-turn actuators-turn actuat- ors in version AUMA NORM and in version with actuator controls, each with AUMA plug/socket con- nector.
  • Page 58 AUMA silver-grey (similar to RAL 7037) Option: Available colours on request Lifetime AUMA multi-turn actuators meet or exceed the lifetime requirements of EN ISO 22153. Detailed informa- tion can be provided on request. Sound pressure level < 72 dB (A)

  • Page 59: Tightening Torques For Screws

    Technical data 14.2 Tightening torques for screws Table 23: Tightening torques for screws Threads Tightening torque [Nm] Strength class A2-70/A4-70 A2-80/A4-80 1,015 1,057 1,769 2,121...

  • Page 60: Spare Parts List

    Spare parts list 15 Spare parts list 15.1 Multi-turn actuators SAEx 07.2 – SAEx 16.2 KT / SAREx 07.2 – SAREx 16.2 KT...
  • Page 61 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 li- ability. Representation of spare parts may slightly vary from actual delivery.

  • Page 62: Index

    Applications  5 Inspection certificate  10 Approval plate  9 Insulation class  9 Assembly  13 Intermediate positions  46 AUMA Assistant App  10 Inverse operation (0/20 – 4 mA)  45 Blanking plug  22 LED end position signalling  46 Lifetime  58 Limit switches  21 Limit switching  38, 41...
  • Page 63 Index Range of application  5 Recycling  55 Reductions  22  42 RWG position transmitter  42 Safety instructions  4 Safety instructions/warnings  4 Safety standards  22 Screw plugs  22 Serial number  8, 10 Service  51 Service conditions  58 Short-circuit protection  21 Size  9 Spare parts list  60 Speed...
  • Page 64 AUMA Riester GmbH & Co. KG Location Muellheim PO Box 1362 79373 Muellheim, Germany Tel +49 7631 809 - 0 Fax +49 7631 8091250 info@auma.com www.auma.com Y005.169/003/en/1.23 For detailed information on AUMA products, refer to the Internet: www.auma.com...

This manual is also suitable for:

Saex 16.2Sarex 07.2Sarex 16.2

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