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

Part-turn actuators
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Part-turn actuators
SGM 04.1
SGM 14.1
SGMR 04.1
SGMR 14.1
with integral actuator controls
Control
Parallel
Profibus DP
Profinet
Modbus RTU
Operation instructions
Assembly and commissioning

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Summary of Contents for AUMA SGM 04.1

  • Page 1 Part-turn actuators SGM 04.1 SGM 14.1 SGMR 04.1 SGMR 14.1 with integral actuator controls Control Parallel Profibus DP Profinet Modbus RTU Operation instructions Assembly and commissioning...

  • Page 2: Table Of Contents

    Pass on instructions to any subsequent user or owner of the product. Target group: This document contains information for assembly, commissioning and maintenance staff. Reference documents: Reference documents are available on the Internet at: http://www.auma.com. Table of contents Page Safety instructions.........................
  • Page 3 11.3.2. End position OPEN: set again 11.4. Switch compartment: open 11.5. Mechanical position indicator: set 11.6. Switch compartment: close AUMA CDT software (accessories)..................Corrective action........................13.1. Fault indications and warning indications 13.2. Fuses 13.2.1. Fuses within the actuator controls 13.2.2.

  • 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. For actuators made of bronze, deployment is restricted to military and civil vessels.

  • Page 5: Warnings And Notes

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Safety instructions Service lifts according to EN 81-1/A1 Escalators Buried service Continuous underwater use (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: Short Description

    AUMA actuators at moderate cost. AUMA Cloud The AUMA Cloud collects all device data of all actuators within one site and provides a clear overview at a glance. Detailed analysis provides valuable information on potential maintenance requirements.

  • Page 7: Name Plate

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Name plate Name plate Figure 2: Arrangement of name plates Actuator name plate Additional plate, e.g. KKS plate (Power Plant Classification System) Description of actuator name plate Figure 3: Actuator name plate (example)
  • Page 8 Year of manufacture 2023 Control Profinet = Control via Profinet 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 And Storage

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Transport and storage Transport and storage 4.1. Transport For transport to place of installation, use sturdy packaging. Suspended load! Risk of death or serious injury. Do NOT stand below suspended load.

  • Page 10: Assembly

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Assembly Profinet Assembly 5.1. Mounting position The product described in this document can be operated without restriction in any mounting position. 5.2. Mount actuator to valve The actuator is mounted to the valve using a coupling.
  • Page 11 Clamping washer and screw with curved spring lock washer Figure 8: Mounting positions for coupling Table 3: Mounting position of the coupling within fitting dimensions according to AUMA definition Type, size - output mounting flange X max [mm] Y max [mm] L max [mm] SGM/SGMR 04.1-F07...
  • Page 12 SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Assembly Profinet Fit actuator. If required, slightly turn actuator until splines of coupling engage. Figure 9: If flange bores do not match thread: 7.1 Slightly rotate handwheel until bores line up.
  • Page 13 Flange Screws Tightening torque [Nm] Threads Min. reach of screw into the actu- Strength class 8.8 ator 12 mm 14.5 mm 18 mm 24 mm 30 mm Actuators with aluminium housing are powder coated, colour: standard AUMA silver-grey.

  • Page 14: Electrical Connection

    It can plan also be requested from AUMA (state order number, refer to name plate) or downloaded directly from the Internet (http://www.auma.com). The actuators are suitable for use in TN and TT networks with directly earthed star Permissible networks point.
  • Page 15 SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Electrical connection Type of current, mains Figure 10: Name plate (example) voltage and mains fre- quency Type of current Mains voltage Mains frequency (for 1-phase AC motors) Type of current, mains voltage and mains frequency must match the data on the motor name plate.
  • Page 16 SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Electrical connection Profinet Table 6: Cable types for dual pair Profinet cables Cable types Application type A Application type B Application type C Version Dual pair data cable Dual pair data cable...

  • Page 17: Connection Via Bayonet Connector

    Observe permissible cross sections of connectors used. 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".
  • Page 18 SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Electrical connection Profinet Observe characteristics of topology used. Figure 12: Structure for star topology Figure 13: Structure for line topology Figure 14: Structure for redundant loop topology □ further network devices follow ■...

  • Page 19: Earth Connection, External

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Electrical connection Connect mains and communication cables according to the order related wiring Steps diagram. Table 8: Connector Signal For XK1 (socket) N (1-ph)/ L2 (2-ph) For XK2 (socket) COMMON...

  • Page 20: Accessories For Electrical Connection

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Electrical connection Profinet Figure 15: Earth connection Earth connection (U-bracket), external 6.4. Accessories for electrical connection 6.4.1. Local controls mounted on wall bracket Option The wall bracket allows separate mounting of local controls and actuator.
  • Page 21 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 22: Indications

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Indications Profinet Indications 7.1. Mechanical position indication via indicator mark Figure 16: Mechanical position indicator End position OPEN reached End position CLOSED reached Indicator mark at cover Independent of power supply...
  • Page 23 SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Indications Table 10: 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 24: Signals (Output Signals)

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Signals (output signals) Profinet Signals (output signals) 8.1. Signals via Profinet Feedback signals via Profinet can be configured using the engineering tool of the DCS/PLC and the GSD(ML) file of actuator controls with Profinet (available for download at www.auma.com).

  • Page 25: Operation

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Operation Operation 9.1. 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 26: 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 27 SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Operation Figure 20: 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 28: Commissioning (Basic Settings Of Controls)

    Profinet; For Profinet configuration, please also refer to the Manual (Device integration Fieldbus). Please also refer to <AUMA CDT software (accessories)> chapter for further settings. 10.1. Cover to controls: open The cover to the integral controls must be opened to perform the following settings (options).

  • Page 29: Type Of Seating: Set

    Hardware mode (factory setting on delivery) 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) Settings of switches [S2] through [S4] and [S6] through [S10] are NOT relevant.

  • Page 30: Torque Switching: Set

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Commissioning (basic settings of controls) Profinet 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 31: Operating Time: Set

    12.1 14.1 2,000 1,000 2,200 1,000 2,200 Setting via software parameters (AUMA CDT) Condition: Switch [S5] is in position ON (software mode). Setting parameters Customer settings Torque switching Tripping torque CLOSE (S7) Tripping torque OPEN (S6) Default value: depending on the order...
  • Page 32 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 33: Cover To Controls: Close

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Commissioning (basic settings of controls) 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 52.0 % 1 232 57.0 % 1,350 75.0 % 1,725 85.0 % 1,929 100.0 %...

  • Page 34: 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 25: End stop, sizes SGM 04.1 SGM 10.1 Screw plug for end stop OPEN...

  • Page 35: End Stop Closed: Set

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Commissioning (basic settings at actuator) Figure 26: End stop, sizes SGM 12.1/14.1 Screw plug for end stop OPEN Setting screw for end stop OPEN Screw plug for end stop CLOSED...

  • Page 36: End Position Detection: Verify Setting

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Commissioning (basic settings at actuator) Profinet 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 37: End Position Closed: Set Again

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Commissioning (basic settings at actuator) 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 38: End Position Open: Set Again

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Commissioning (basic settings at actuator) Profinet 11.3.2. 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 39: Mechanical Position Indicator: Set

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Commissioning (basic settings at actuator) 11.5. 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 40: 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 41: 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 42: 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. 13.2. Fuses 13.2.1.

  • Page 43: 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 contact addresses, refer to our website (www.auma.com).

  • Page 44: 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). 15.1. Technical data Part-turn actuator General information AUMA part-turn actuators SGM 04.1...
  • Page 45 SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Technical data Features and functions of actuator Mechanical position indicator Continuous indication, adjustable indicator disc with symbols OPEN and CLOSED Manual operation Manual drive for setting and emergency operation, handwheel does not rotate during electrical operation...
  • Page 46 SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Technical data Profinet Features and functions of actuator controls Application functions Switch-off mode adjustable: Limit or torque seating for end position OPEN and end position CLOSED Torque by-pass: Adjustable duration (with adjustable peak torque during start-up time)
  • Page 47 Enclosure protection in accordance IP68 with IEC 60529 According to AUMA definition, enclosure protection IP68 meets the following requirements: Depth of water: maximum 8 m head of water Continuous immersion in water: maximal 96 hours Up to 10 operations during immersion Modulating duty is not possible during immersion.
  • Page 48 Suitable for use in areas with high salinity, almost permanent condensation, and high pollution due to made of aluminium double layer powder coating. This complies with category C5-M. Colour Standard: Version made of aluminium: AUMA silver-grey (similar to RAL 7037) Option: Available colours on request Lifetime Open-close SGM 04.1...

  • Page 49: Index

    SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Profinet Index Index Failure behaviour Fault indications Flange size Accessories (electrical con- Fuses nection) Ambient temperature 7, 47 Applications Ground connection Assembly Assistant App Housing material AUMA Assistant App AUMA CDT (accessories)
  • Page 50 SGM 04.1 SGM 14.1 / SGMR 04.1 SGMR 14.1 Index Profinet Pollution degree Technical data Positioner Terminal cross sections Position indicator 22, 39 Terminal plan Power (motor) Torque by-pass Power supply Torque range Programming mode Torque switching 30, 44 Protection on site...
  • Page 52 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 Y009.671/003/en/1.23 For detailed information on AUMA products, refer to the Internet: www.auma.com...

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