AUMA SAEx 25.1 Operation Instructions Manual

Multi-turn actuators
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Multi-turn actuators
SAEx 25.1 – SAEx 40.1
SAREx 25.1 – SAREx 30.1
AUMA NORM actuator (without controls)
Operation instructions
Assembly and commissioning

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Summary of Contents for AUMA SAEx 25.1

  • Page 1 Multi-turn actuators SAEx 25.1 – SAEx 40.1 SAREx 25.1 – SAREx 30.1 AUMA NORM actuator (without controls) Operation instructions Assembly and commissioning...
  • Page 2: Table Of Contents

    Table of contents Read operation instructions first. • Heed safety instructions. • These operation instructions are part of the product. • Store operation instructions during product life. • Pass on instructions to any subsequent user or owner of the product. Target group: This document contains information for assembly, commissioning and maintenance staff.
  • Page 3 14 Technical data ..............................47 14.1 Technical data Multi-turn actuators ......................47 14.2 Tightening torques for screws ........................49 15 Spare parts list ..............................50 15.1 Multi-turn actuators SAEx 25.1 – SAEx 40.1 / SAREx 25.1 – SAREx 30.1 ..........50 Index .................................. 52...
  • 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 multi-turn actuators SAEx/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 • For tightening the screws, refer to Tightening torques for screws [} 49]. • Only suitable cable glands may be used which meet the IP enclosure protection and the protection type of the device. Refer to Electrical connection [} 22] chapter.
  • 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 Actuator name plate Additional plate e.g. KKS plate Explosion protection approval plate Motor Actuator name plate Figure 3: Actuator name plate (example) [12] [13] [10] [11] Name of manufacturer Address of manufacturer Type designation Order number Serial number...
  • Page 9 Threads for cable entries at electrical sion protection connection Not used Descriptions referring to name plate indications Type designation Table 1: Description of the type designation with the example of SAEx 25.1-F25 SAEx 25.1 -F25 Type SAEx = Multi-turn actuators for open-close duty SAEx...
  • Page 10 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 11: Transport And Storage

    Transport and storage 4 Transport and storage 4.1 Transport Actuator For transport to place of installation, use sturdy packaging. Suspended load! DANGER Death or serious injury. à Do NOT stand below suspended load. à Attach ropes or hooks for the purpose of lifting by hoist only to housing and NOT to handwheel.
  • Page 12: Storage

    SAEx 40.1 ADX... 160-... Refer to motor name plate Indicated weight includes AUMA NORM multi-turn actuator with 3-phase AC motor, electrical connec- tion 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 The product described in this document can be operated without restriction in any mounting position. 5.2 Fit handwheel To avoid transport damage, handwheels are supplied separately as appropriate. In this instance, the handwheel must be mounted prior to commissioning. Damage at the change-over mechanism due to incorrect assembly! NOTICE à...
  • Page 14: Mount Actuator To Valve

    Assembly Figure 11: Secure with retaining ring. 5.3 Mount actuator to valve Corrosion due to damage to paint finish and condensation! NOTICE à Touch up damage to paint finish after work on the device. à After mounting, connect the device immediately to electrical mains to ensure that heater minimises condensation.
  • Page 15: Output Drive Type A

    Assembly 5.3.2 Output drive type A Figure 12: Design of output drive type A Output mounting flange Stem nut with dog coupling Valve stem Short description Output drive type A consisting of output mounting flange [1] with axial bearing stem nut [2]. The stem nut transmits the torque from the actuator hollow shaft to the valve stem [3].
  • Page 16 Assembly 3. Place output drive type A [2] on valve stem and turn until output drive type A [2] is flush on the valve flange [4]. 4. Turn output drive type A [2] until alignment of the fixing holes. 5. Fasten screws [5] between valve and output drive type A [2] without completely tightening them.
  • 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 17: 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 18: Example of output drive type B [2*] Multi-turn actuator flange For output drive types B/B1/B2 hollow shaft with keyway [2*] For output drive types B3/B4/E, an out- Gearbox/valve shaft with parallel key put drive sleeve is fitted into the hollow shaft Short description For output drive types B/B1/B2, the connection to the valve or the gearbox is made by directly placing the multi-turn actuator hollow shaft onto the input shaft of the valve or...
  • Page 20: Accessories For Assembly

    Assembly 3. Apply a small quantity of grease to the valve or gearbox stem [3]. 4. Place multi-turn actuator [1] and ensure that the spigot fits uniformly in the recess and that the mounting faces are in complete contact. 5. Fasten multi-turn actuator with screws [4]. Information: We recommend applying liquid thread sealing material to the screws to avoid contact corrosion.
  • Page 21 Assembly Figure 21: Protection tube made of segments with threaded sleeves (> 900 mm) (only applic- able for sizes 25.1 and 30.1) Segment of stem protection tube V-seal Threaded sleeve 3. Push down the sealing ring [3] onto the housing. Information: For mounting segments, push down seals of segments down to the sleeve (connecting pieces).
  • 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: Motor Connection

    Electrical connection The current value for sizing the protection is derived from the current consumption of the motor (refer to Motor name plate [} 9]). We recommend adapting the switchgear sizing to the max. current (I ) and selecting and setting the overcurrent protection device in compliance with the indications in the electrical data sheet.
  • Page 24: Open Motor Connection Compartment

    Type Speed Terminal cross sections Tightening torques 4 – 22 0.5 – 16 mm 2.0 Nm SAEx 25.1 SAREx 25.1 32 – 90 (32 – 180) 2.5 – 35 mm 3.5 Nm 4 – 22 0.5 – 16 mm 2.0 Nm SAEx 30.1 SAREx 30.1...
  • Page 25: Close Motor Connection Compartment

    Electrical connection Type Speed Terminal cross sections Tightening torques SAEx 40.1 4 – 45 2.5 – 35 mm 3.5 Nm 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...
  • Page 26: K/Kr Electrical Connection

    Electrical connection 6.3 K/KR electrical connection Figure 27: K/KR electrical connection KR-Ex e K-Ex e Connection frame Terminal blocks Terminal frame (option) The terminal compartment is designed in protection type Ex e (increased safety). Short description K electrical connection is a terminal block connection for control contacts. Cable entry is made via connection frame.
  • Page 27: Cable Connection

    Electrical connection Corrosion by ingress of humidity when using unsuitable cable glands! NOTICE à Use suitable cable glands according to the IP enclosure protection specified on the name plate. Figure 29: Name plate, example with enclosure protection IP68 For shielded cables: Use EMC cable glands. How to proceed 1.
  • Page 28: Close Terminal Compartment

    Electrical connection Figure 30: PE connection U-bracket for PE connection 6.3.3 Close terminal compartment Figure 31: Close terminal compartment (for control contacts) Cover Screws O-ring Blanking plug Cable gland Terminal frame (KR) as an option 1. Clean sealing faces of cover [1] and terminal frame [6]. 2.
  • Page 29 Electrical connection Conductor type Terminal cross sections Tightening torques Fine stranded 4 mm² to 10 mm² 3 – 4 Nm For fine stranded (flexible) wires, connection is made via cable lugs/ring terminals. When connecting two individual wires with a U-bracket, cross sections have to be identical.
  • Page 30: 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 31: Motor Operation

    Operation Figure 34: Release change-over lever 3. Turn handwheel in desired direction. 3.1 Turn handwheel clockwise to close the valve: ð Drive shaft (valve) turns clockwise in direction CLOSE. Figure 35: Turn handwheel 7.2 Motor operation Valve damage due to incorrect setting! NOTICE à...
  • Page 32: Indications (Option)

    Indications (option) 8 Indications (option) 8.1 Mechanical position indication via indicator mark Figure 36: 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 33: 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 ver- sion is indicated in the terminal plan or on the order-related technical data sheet.
  • Page 34: 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. The switch compartment is designed in protection type Ex e (increased safety). How to proceed 1. Loosen screws [2] and remove cover [1] from the switch compartment. Figure 37: Open switch compartment Cover Screws for cover...
  • Page 35: Set Limit Switching

    Commissioning (basic settings) Figure 39: 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 36: 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 37: Check Direction Of Rotation At Hollow Shaft/Stem

    Commissioning (basic settings) Figure 41: Direction of rotation (for “clockwise closing” version) 10.4.2 Check direction of rotation at hollow shaft/stem Figure 42: Direction of rotation of the hollow shaft/stem for operation in direction CLOSE (clock- wise closing version) Threaded plug Seal Hollow shaft Protective cap for stem protection tube stem Stem protection tube...
  • Page 38: 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 39: 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. Setting is made via potentiometer [1].
  • Page 40: Set Measuring Range

    Commissioning (optional equipment settings) Data 2-wire system Power supply U 10 – 28.5 V DC Short-circuit curren t I < 200 mA Power P < 0.9 W Max. load R – 10 V)/20 mA Impact of power supply ≤ 0.1 % Load influence ≤...
  • Page 41: Set Intermediate Positions

    Commissioning (optional equipment settings) 8. Set potentiometer [3] to end value 20 mA. 9. Approach end position CLOSED anew and check minimum value (4.1 mA). If ne- cessary, correct the setting. If the maximum value cannot be reached, the selection of the reduction gearing must be checked.
  • Page 42: Set Running Direction Open (White Section)

    Commissioning (optional equipment settings) 11.3.2 Set running direction OPEN (white section) How to proceed 1. Move valve in direction OPEN to desired intermediate position. 2. If you override the tripping point inadvertently: Move valve in opposite direction and approach intermediate position again in direction OPEN (always approach the intermediate position in the same direction as in later electrical operation).
  • Page 43: Corrective Actions

    Corrective actions 12 Corrective actions 12.1 Faults during operation/commissioning Table 12: Faults during operation and commissioning Faults Description/cause Remedy Mechanical position indicator cannot Reduction gearing is not suitable for turns/stroke of Exchange reduction gearing. be set. the actuator. In spite of correct setting of mechan- The overrun was not considered when setting the •...
  • Page 44: 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 45: 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 46: Disposal And Recycling

    Servicing and maintenance 13.3 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 47: Technical Data

    22 rpm (50Hz) or 26 (60Hz) NOT self-locking: SAEx 25.1 and SAEx 30.1 for output speeds from 125 rpm (50 Hz) or 150 rpm (60 Hz) and from size SAEx 35.1 for output speeds from 32 rpm (50Hz) or 38 (60Hz) Multi-turn actuators are self-locking if the valve position cannot be changed from standstill while torque acts upon the output drive.
  • Page 48 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 49: Tightening Torques For Screws

    Technical data Technical data for blinker transmitter Silver plated contacts: U min. 10 V AC/DC U max. 250 V AC/DC I max. AC current 3 A at 250 V (resistive load) 2 A at 250 V (inductive load, cos phi ≈ 0.8) I max.
  • Page 50: Spare Parts List

    Spare parts list 15 Spare parts list 15.1 Multi-turn actuators SAEx 25.1 – SAEx 40.1 / SAREx 25.1 – SAREx 30.1...
  • Page 51 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 52: Index

     8, 48 Applications  5 Lifetime  48 Approval plate  9 Limit switches  22 Assembly  13 Limit switching  35, 38 AUMA Assistant App  10 Lubrication  45 Blanking plug  23 Mains connection  22 Mains frequency  9, 22 Mains voltage  9, 22 Maintenance  5, 45 Cable glands  23...
  • Page 53 Index Safety instructions/warnings  4 Safety standards  23 Screw plugs  23 Serial number  8, 10 Service  44 Service conditions  48 Short-circuit protection  22 Size  9 Spare parts list  50 Speed  8, 9 Standards  4 stem  37 Stem nut  18 Stem protection tube  20 Storage  12...
  • Page 56 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 Y000.180/003/en/2.23 For detailed information on AUMA products, refer to the Internet: www.auma.com...

This manual is also suitable for:

Saex 40.1Sarex 25.1Sarex 30.1

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