AUMA SAR 07.2 Operation Instructions Manual
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AUMA SAR 07.2 Operation Instructions Manual

Multi-turn actuators
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Multi-turn actuators
SA 07.2 – SA 16.2
SAR 07.2 – SAR 16.2
AUMA NORM actuator (without controls)
Operation instructions
Assembly and commissioning

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Summary of Contents for AUMA SAR 07.2

  • Page 1 Multi-turn actuators SA 07.2 – SA 16.2 SAR 07.2 – SAR 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..................20 6 Electrical connection ............................22 6.1 Basic information............................22 6.2 S/SH electrical connection (AUMA plug/socket connector) ............... 23 6.2.1 Open terminal compartment ......................24 6.2.2 Cable connection ..........................24 6.2.3 Close terminal compartment ......................26 6.3 Accessories for electrical connection (option)....................
  • Page 3 14.1 Technical data Multi-turn actuators ......................49 14.2 Tightening torques for screws ........................51 15 Spare parts list ..............................53 15.1 Multi-turn actuators SA 07.2 – SA 16.2 S / SAR 07.2 – SAR 16.2 S ............53 Index .................................. 55...

  • Page 4: Safety Instructions

    Any device modification requires prior written consent of the manufacturer. 1.2 Range of application AUMA part-turn actuators SA/SAR are designed for the operation of industrial valves, e.g. globe valves, gate valves, butterfly valves, and ball valves. Other applications require explicit (written) confirmation by the manufacturer.

  • Page 5: Warnings And Notes

    Safety instructions • Continuous duty • 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. Observance of these operation instructions is considered as part of the device's desig- nated use.
  • Page 6 Safety instructions Refers to the page number for further information. To return from the target to the pre- vious view, it is possible to jump back to the previous view within PDF documents: When using Adobe Acrobat via Menu | Previous view, or using the key combination Alt + left.

  • Page 7: Short Description

    Handwheel Valve attachment Mechanical position indicator AUMA SA/SAR multi-turn actuators are driven by an electric motor. A handwheel is available for setting and emergency operation. 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.

  • Page 8: Name Plate

    Name plate 3 Name plate Figure 2: Arrangement of name plates [2] [3] Motor name plate Actuator name plate Additional plate, e.g. KKS plate (Power Plant Classification System) Actuator name plate Figure 3: Actuator name plate (example) [13] [12] [10] [11] Name of manufacturer Address of manufacturer Type designation Order number...
  • Page 9 2024 Year of manufacture = 2024 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 10 Name plate Figure 5: Link to AUMA Assistant App For further Service & Support, Software/Apps/..., refer to www.auma.com.

  • Page 11: Transport And Storage

    SA 16.2/ SAR 16.2 AD... 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 B1 and handwheel. For other output drive types, consider additional weights. Refer to motor name plate Indicated weight includes AUMA NORM multi-turn actuator with DC motor, electrical connection in standard version, output drive type B1 and handwheel. For other output drive types, consider additional weights.

  • Page 13: Storage

    Transport and storage 4.2 Storage Danger of corrosion due to inappropriate storage! NOTICE à Store in a well-ventilated, dry room. à Protect against floor dampness by storage on a shelf or on a wooden pallet. à Cover to protect against dust and dirt. à...

  • Page 14: 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 15: 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 16 Assembly Figure 9: 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 [} 17]...
  • Page 17 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 18 Assembly Figure 13: 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 19: Output Drive Types B/C/D/E

    Assembly 5.3.3 Output drive types B/C/D/E Figure 14: 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 20: Accessories For Assembly

    Assembly 5.3.3.1 Mount multi-turn actuator with output drive type B Figure 15: Mounting output drive types B Multi-turn actuator Valve/gearbox Valve/gearbox shaft Screw 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 21 Assembly 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. How to proceed 1. Seal all threads with hemp, Teflon tape, sealing agent or thread sealing material. 2.

  • Page 22: 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 23: S/Sh Electrical Connection (Auma Plug/Socket Connector)

    Control contacts also available as crimp-type connection as an option. S version (standard) with three cable entries. SH version (enlarged) with additional cable entries. For cable connection, remove the AUMA plug/socket connector and the socket carrier from cover. Technical data Table 9: Electrical connection via AUMA plug/socket connector...

  • Page 24: Open Terminal Compartment

    Electrical connection 6.2.1 Open terminal compartment Figure 20: Open terminal compartment Cover (figure shows S version) Screws for cover O-ring Screws for socket carrier Socket carrier Cable entry Blanking plug Cable gland (not included in scope of delivery) Electric shock due to presence of hazardous voltage! DANGER Death or serious injury.
  • Page 25 Electrical connection In case of a fault: Hazardous voltage while protective earth conductor is WARNING NOT connected! Risk of electric shock à Connect all protective earth conductors. à Connect PE connection to external protective earth conductor of connection cable. à Power the device only once the protective earth conductor has been connected. Danger of motor damage if PTC thermistors or thermoswitches are not NOTICE connected!

  • Page 26: Close Terminal Compartment

    Electrical connection 6.2.3 Close terminal compartment Figure 23: Close terminal compartment Cover (figure shows S version) Screws for cover O-ring Screws for socket carrier Socket carrier Blanking plug Cable gland (not included in scope of delivery) Short-circuit due to pinching of cables! WARNING Risk of electric shock and functional failures.

  • Page 27: Accessories For Electrical Connection (Option)

    Electrical connection 6.3 Accessories for electrical connection (option) 6.3.1 Parking frame Figure 24: Parking frame, example with S plug/socket connector and cover Application Parking frame for safe storage of a disconnected plug or cover. For protection against touching the bare contacts and against environmental influ- ences.

  • Page 28: External Earth Connection

    Electrical connection 6.3.3 External earth connection Figure 26: Earth connection for multi-turn actuator Application External earth connection (U-bracket) for connection to equipotential compensation. Table 11: Terminal cross sections and earth connection tightening torques Conductor type Terminal cross sections Tightening torques Solid wire and stranded 2.5 mm²...

  • Page 29: 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 30: Motor Operation

    Operation damage. The handwheel can no longer transmit the torque (= handwheel is spinning). Motor operation is still possible. In case of shear pin rupture due to overload, imperat- ively replace the safety hub. Figure 28: Handwheel without/with overload protection Handwheel without overload protection Handwheel with overload protection/ (standard) safety hub (option)

  • Page 31: Indications (Option)

    Indications (option) 8 Indications (option) 8.1 Mechanical position indication via indicator mark Figure 29: 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 32: 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 33: 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. How to proceed 1. Loosen screws [2] and remove cover [1] from the switch compartment. Figure 30: Open switch compartment Cover Screws for cover Indicator disc...

  • Page 34: Set Limit Switching

    Commissioning (basic settings) Figure 32: 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] at the indicator disc. 2.

  • Page 35: Set End Position Open (White Section)

    Commissioning (basic settings) 4. Press down and turn setting spindle [1] with screwdriver in direction of the arrow and observe the pointer [2]: While a ratchet click is felt and heard, the pointer [2] moves 90° every time. 5. As soon as the pointer [2] is 90° from mark [3]: Continue turning slowly. 6.

  • Page 36: Check Direction Of Rotation At Hollow Shaft/Stem

    Commissioning (basic settings) Figure 34: Direction of rotation (for version “clockwise closing”) 10.4.2 Check direction of rotation at hollow shaft/stem Figure 35: Direction of rotation of the hollow shaft/stem for operation in direction CLOSE (clock- wise closing version) Threaded plug Seal Hollow shaft Protective cap (plastic material) stem Valve damage due to incorrect direction of rotation!

  • Page 37: Close Switch Compartment

    Commissioning (basic settings) ð the switches release the contacts after turning back the handwheel 3. If the end position setting is incorrect: Reset limit switching. 10.5 Close switch compartment If options (such as potentiometer, position transmitter) are available: Only close switch compartment once all optional equipment has been successfully set.

  • Page 38: 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 [} 33].

  • Page 39: 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 [} 33].

  • Page 40: 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 15: EWG 01.1 Technical data Data...

  • Page 41: 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 42: 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 [} 42] must be switched off for current adjust- ment. How to proceed 1. Operate valve in desired end position (OPEN/CLOSED). 2.

  • Page 43: 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 44 Commissioning (optional equipment settings) Figure 42: 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 45: 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 46: 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 47: Servicing And Maintenance

    We recommend contacting our service for any interventions. 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 (www.auma.com).

  • Page 48: Maintenance

    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 Maintenance Manual operation During maintenance, the mechanical parts of the handwheel activation, in particular motor coupling, must be checked.

  • Page 49: 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 Features and functions Certificates are attached to the device.
  • Page 50 IEC 60664-1 Vibration resistance according to 2 g, 10 to 200 Hz (AUMA NORM), 1 g, 10 to 200 Hz (for actuators with AM or AC actuator controls) IEC 60068-2-6 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 51: Tightening Torques For Screws

    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 52 Technical data Threads Tightening torque [Nm] Strength class A2-70/A4-70 A2-80/A4-80 1,015 1,057 1,769 2,121...

  • Page 53: Spare Parts List

    Spare parts list 15 Spare parts list 15.1 Multi-turn actuators SA 07.2 – SA 16.2 S / SAR 07.2 – SAR 16.2 S...
  • Page 54 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 55: Index

     42 Ambient temperature  8, 50 Inverse operation (0/20 – 4 mA)  41 Applications  4 Approval plate  9 Assembly  14 AUMA Assistant App  9 LED end position signalling  42 Lifetime  51 Limit switches  22 Limit switching  34, 36 Blanking plug  23 Lubrication  48...
  • Page 56 Index  38 RWG position transmitter  38 Safety instructions  4 Safety instructions/warnings  4 Safety standards  23 Screw plugs  23 Serial number  8, 9 Service  47 Service conditions  51 Short-circuit protection  22 Size  9 Spare parts list  53 Speed  8, 9 Standards  4 stem  36...
  • Page 60 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 Y004.750/003/en/1.23 For detailed information on AUMA products, refer to the Internet: www.auma.com...

This manual is also suitable for:

Sa 16.2Sa 07.2Sar 16.2

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