Samson 5827 Mounting And Operating Instructions
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Samson 5827 Mounting And Operating Instructions

Samson 5827 Mounting And Operating Instructions

Version with digital positioner
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MOUNTING AND OPERATING
INSTRUCTIONS
EB 5827-2 EN
Translation of original instructions
Type 5827 Electric Actuator
Version with digital positioner
Firmware version 2.00
Edition February 2025

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Summary of Contents for Samson 5827

  • Page 1 MOUNTING AND OPERATING INSTRUCTIONS EB 5827-2 EN Translation of original instructions Type 5827 Electric Actuator Version with digital positioner Firmware version 2.00 Edition February 2025...
  • Page 2 These mounting and operating instructions (EB) assist you in mounting and operating the device safely. The instructions are binding for handling SAMSON devices. The images shown in this document are for il- lustration purposes only. The actual product may vary.

  • Page 3: Table Of Contents

    Start-up and configuration......................26 Initializing the actuator..........................26 Configuring the actuator..........................27 Adjusting the limit contacts........................27 Setup..............................29 Positioner..............................29 LED blinking pattern........................... 29 Manual mode............................... 30 8.3.1 Mechanical override............................ 30 Operation using memory pen........................31 8.4.1 Copying function............................33 8.4.2 Data logging..............................33 EB 5827-2 EN...
  • Page 4 Servicing............................41 Decommissioning..........................42 Removal............................43 12.1 Force-locking attachment........................... 43 12.2 Form-fit attachment............................ 43 Repair............................... 45 13.1 Returning the actuator to SAMSON......................45 Disposal............................46 Certificates............................47 Appendix A............................56 16.1 Location of LEDs and switches........................56 16.1.1 LEDs................................56 16.1.2 Function switch............................56 16.1.3...

  • Page 5: Safety Instructions And Measures

    No personal protective equipment is required for Intended use the direct handling of the electric actuator. Work on The Type 5827 Electric Actuator is designed to oper- the control valve may be necessary when mounting ate a mounted globe valve used in industrial appli- or removing the device.

  • Page 6: Notes On Possible Severe Personal Injury

    The declarations of conformity and certificates are included in Chapter 15. _ Use suitable and approved cable grips. The product (Type 5827) with a CE marking is de- signed for use in low voltage installations. _ For wiring, maintenance and repair, observe the relevant safety regulations.

  • Page 7: Notes On Possible Personal Injury

    1.3 Notes on possible property damage Risk of damage to the electric actuator due to the supply voltage exceeding the permissible tolerances. The Type 5827 Electric Actuator is designed for use according to regulations for low-voltage installa- tions. _ Observe the permissible tolerances of the sup- ply voltage.

  • Page 8: Warnings On The Device

    General warning Inside the actuator _ Refer to the mounting and oper- ating instructions. Class of protection II Actuator housing Only applies when the housing cover is attached and locked _ Refer to the mounting and oper- ating instructions. EB 5827-2 EN...

  • Page 9: Markings On The Device

    Serial number, date of manufacture Supply voltage; power line frequency Power consumption Rated travel Stroking speed Thrust (actuator stem retracts) Thrust (actuator stem extends) Direction of action (fail-safe action) Extends Retracts Firmware version Input signal Output signal Limit contact EB 5827-2 EN...

  • Page 10: Device Code

    Markings on the device 2.2 Device code Type 5827- Electric Actuator Fail-safe action Without Actuator stem extends Actuator stem retracts Rated travel/adaptation 6 mm/force-locking 12 mm/force-locking 15 mm/form-fit Control/supply voltage Positioner/24 V AC and DC Positioner/85 to 264 V AC EB 5827-2 EN...

  • Page 11: Design And Principle Of Operation

    Design and principle of operation 3 Design and principle of operation Adjuster for limit contact (top contact cam) Spring assembly (Types 5827-Axx and 5827-Exx only) The Type 5827 Electric Actuator is linear actuator, Travel indication scale which is used in combination with SAMSON valves Driving pin...

  • Page 12: Communication

    Note Risk of actuator damage due to overvoltage. TROVIS-VIEW can be downloaded free of charge from _ Ensure that surge protection is provided upon con- the SAMSON website at www.samsongroup.com > necting cables. DOWNLOADS > Software & Drivers > TROVIS-VIEW Further information on TROVIS-VIEW (e.g.

  • Page 13: Additional Equipment

    DC supply voltage. The adjustment of the limit contacts is described in Chapter 5. It is not possible to retrofit limit contacts. 3.6 Technical data Table 1: Technical data · Type 5827-Nxx, version without fail-safe action Type 5827-N Rated travel in mm 6  6 ...
  • Page 14 Design and principle of operation Table 2: Technical data · Type 5827-Axx, version with “actuator stem extends” fail-safe action Type 5827-A Rated travel in mm 6  6  Extends Thrust in N Retracts – – – – Thrust in N in the event of fail-safe action Manual override ✓...
  • Page 15 Design and principle of operation Table 3: Technical data · Type 5827-Exx, version with “actuator stem retracts” fail-safe action Type 5827-E Rated travel in mm 6  6  Extends Thrust in N Retracts – – – – Thrust in N in the event of fail-safe action –...

  • Page 16: Dimensions

    The permissible medium temperature depends on the valve on which the actuator is mounted. The limits in the valve documen- tation apply. 3.7 Dimensions Ø 10 Fig. 3: Dimensions in mm · Force-locking attachment Fig. 4: Dimensions in mm · Form-fit attachment EB 5827-2 EN...

  • Page 17: Replacement Of Old Actuators With New Actuators (Valve Is Retained)

    5824-10 5827-N1x 5824-20 5827-N2x 5824-30 5827-N3x 5825-10 5827-A1x 5825-11  5827-A1x Type Type 5825-15 5827-E1x 5825-20 5827-A2x 5825-25 5827-E2x 5825-30 5827-A3x 5825-35 5827-E3x Actuator with slower motor no longer available; replace it with an actuator with normal stroking speed. EB 5827-2 EN...

  • Page 18: Shipment And On-Site Transport

    _ Observe the storage instructions. After receiving the shipment, proceed as follows: _ Avoid long storage times. _ Contact SAMSON in case of different storage condi- 1. Compare the shipment received with the deliv- tions or longer storage periods. ery note.

  • Page 19: Installation

    5.2 Preparation for installation Before installation, make sure the following condi- tions are met: – The actuator is not damaged. Proceed as follows: _ Lay out the necessary material and tools to have them ready during installation work. EB 5827-2 EN...

  • Page 20: Aligning The Travel Indication Scale

    A spacer (accessories) is required here to mount a the handwheel (actuators without fail-safe ac- Type 3323 Three-way Valve (DN 65 to 80). tion) engages in the actuating shaft. Handwheel Coupling nut 2. Turn the quarter-turn fastener to the locked po- Yoke sition. Stem connector Hex nut EB 5827-2 EN...

  • Page 21: Actuator Without Fail-Safe Action

    The stem _ Place the actuator on the valve connection and can be retracted either mechanically or electrically. fasten with the coupling nut. Both methods are described below. Tightening torque 20 Nm EB 5827-2 EN...

  • Page 22: Installing The Control Valve Into The Pipeline

    _ Before connecting wiring, performing any work on the device or opening the device, disconnect the supply voltage and protect it against unintentional reconnection. EB 5827-2 EN...
  • Page 23 Length of insulation to be stripped off wire ends: 8 mm Note The 24 V version can be used either with a supply volt- age of 24 V AC or 24 V DC. Top contact cam Bottom contact cam Fig. 11: Electrical connection · Limit contacts EB 5827-2 EN...

  • Page 24: Operation

    Input signal settings in TROVIS-VIEW are ig- blinking pattern. The LEDs are located underneath nored. the front housing cover of the actuator. Function switch Switch positions Fig. 16: Function switch (24 V version) Fig. 14: Location of LEDs (24 V version) LEDs (red and yellow) EB 5827-2 EN...

  • Page 25: Operating Direction Switch

    Fig. 18: Operating direction switch (24 V version) Note The latest 24 V version of the electric actuator is shown in Fig. 18. The images and descriptions that apply to previous versions of the actuator are included in Chap- ter 16. EB 5827-2 EN...

  • Page 26: Start-Up And Configuration

    (see Fig. 21 and Fig. 22). ing (see Chapter 8). This function does not replace the initialization procedure. The red LED indicates that initialization is in progress (see Fig. 21). t in s Fig. 23: Blinking pattern of the red LED (initialization in progress): EB 5827-2 EN...

  • Page 27: Configuring The Actuator

    1. Remove the front housing cover. 2. Move the actuator stem to the position at which switching point is to be activated. 3. Use a 4 mm Allen key to turn the adjusters up to the point where the contact is triggered (see Chapter 3). EB 5827-2 EN...
  • Page 28 Contacts 51/54 closed when the switch is ac- tive Limit contacts inactive – Not activated by the cam disks – Both limit contacts inactive – Contacts 41/42 closed (lower limit contact) – Contacts 51/52 closed (upper limit contact) EB 5827-2 EN...

  • Page 29: Setup

    Blinking pattern of the yellow LED Device ON t in s Stem position relative t in s Blocking protection in progress t in s Blinking pattern of the red LED Device starting up t in s Zero calibration in progress t in s EB 5827-2 EN...

  • Page 30: Manual Mode

    _ Move the actuator stem only as far as the bottom _ Move the actuator stem only as far as the bottom or top end position. or top end position. EB 5827-2 EN...

  • Page 31: Operation Using Memory Pen

    _ Perform a new zero calibration. Fig. 26: Types 5827-Axx and 5827-Exx Electric Actuators _ Re-initialize or perform a new transit time mea- surement. 8.4 Operation using memory pen...
  • Page 32 Data logging in progress t in s Data transmission between the actuator and memory pen The memory pen is connected to the actuator as shown in Fig. 28. The TROVIS-VIEW Operating In- structions EB 6661 describe how to transfer data. EB 5827-2 EN...

  • Page 33: Copying Function

    3. Select the desired target directory. If the target directory is not changed, data will be saved in 'Automatically write to memory pen' is automatically the SAMSON folder > Type 5827. reset to the read status after data are transferred from 4. Enter the file name.
  • Page 34 – A command pen remains active as long as it is in- serted into the actuator's interface (even after a re- set). – Only one command at a time can be written to the memory pen and executed. EB 5827-2 EN...

  • Page 35: Readings In Trovis-View

    Operating direction switch Function switch 8.5.2 Operating states Error messages can be read in the 'Service' folder (> 'Operating states'). Note Operating states and errors are also indicated by the LEDs (see Chapter 8.2). Operating states Operating states Functions EB 5827-2 EN...

  • Page 36: Functions

    Temperature inside device in °C Highest temperature inside device in °C Lowest temperature inside device in °C Actuator strokes Motor running time in h Starts Changes in direction Valve strokes Full travel cycles LEDs Yellow (operation) Red (error) EB 5827-2 EN...

  • Page 37: Statistics

    Command: retract actuator stem Command: extend actuator stem Data read Data written Data logged Functions counter Basic settings changed Configuration changed Manual level activated Zero calibration started Initialization started Reset triggered Default settings loaded Transit time measurement started Calibration changed EB 5827-2 EN...

  • Page 38: Malfunctions

    Malfunctions 9 Malfunctions 9.1 Troubleshooting _ See Table 7. Note Contact SAMSON's After-sales Service for malfunctions not listed in the table. Table 7: Troubleshooting Malfunction Possible reasons Recommended action Actuator stem does not move. Actuator is blocked. _ Check attachment.
  • Page 39 Malfunctions EB 5827-2 EN...

  • Page 40: Emergency Action

    (see Chapter 3). Plant operators are responsible for emergency ac- tion to be taken in the plant. Emergency action in the event of valve failure is de- scribed in the associated valve documentation. EB 5827-2 EN...

  • Page 41: Servicing

    SAMSON's After-sales Service. The actuator requires no maintenance. SAMSON recommends inspection and testing according to the following table: Table 8: Recommended inspection and testing Inspection and testing Action to be taken in the event of a negative result...

  • Page 42: Decommissioning

    _ Disconnect the supply voltage and protect it against unintentional reconnection. _ Make sure that a signal from the controller can- not act upon the actuator. Note Actuator with fail-safe action move to the defined fail- safe position after the supply voltage is switched off. EB 5827-2 EN...

  • Page 43: Removal

    3. Retract the actuator stem with a 4 mm Allen key 3. Unfasten the stem connector clamps (12) be- (see Chapter 8). tween the actuator stem and the plug stem. EB 5827-2 EN...
  • Page 44 Version with “actuator stem retracts” fail-safe action _ Proceed as for the version without fail-safe ac- tion. Fig. 30: Form-fit attachment with stem connector, e.g. with yoke on the valve Handwheel Coupling nut Yoke Stem connector Hex nut EB 5827-2 EN...

  • Page 45: Repair

    _ Contact SAMSON's After-sales Service for service and repair work. 13.1 Returning the actuator to SAMSON Defective actuators can be returned to SAMSON for repair. Proceed as follows to return devices: 1. Remove the electric actuator from the valve (see Chapter 12).

  • Page 46: Disposal

    Simply e-mail us at aftersalesservice@samsongroup.com giving details of your company address. On request, SAMSON can appoint a service provider to dismantle and recycle the product as part of a distrib- utor take-back scheme. _ Observe local, national and international refuse regulations.

  • Page 47: Certificates

    EC type examination certificate – TR CU certificate – Declaration of incorporation The certificate shown was up to date at the time of publishing. The latest certificate can be found on our website at: www.samsongroup.com > Products > Actuators > 5827 EB 5827-2 EN...
  • Page 49 For the following product: Type 3214/XXXX-X Electric Control Valve consisting of Type 3214 Valve and TROVIS 5724-X, TROVIS 5725-X, Type 5824, Type 5825, Type 5827, Type 3274 or Type 3374 Actuator We hereby declare that the machinery mentioned above complies with all applicable requirements stipulated in Machinery Directive 2006/42/EC.
  • Page 50 Frankfurt am Main, 22 September 2023 Norbert Tollas Peter Scheermesser Senior Vice President Director Global Operations Product Maintenance and Engineered Products Revision no. 00 Classification: Public · SAMSON AKTIENGESELLSCHAFT · Weismüllerstraße 3 · 60314 Frankfurt am Main, Germany Page 1 of 1...
  • Page 51 Frankfurt am Main, 22 September 2023 Norbert Tollas Peter Scheermesser Senior Vice President Director Global Operations Product Maintenance & Engineered Products Revision no. 00 Classification: Public · SAMSON AKTIENGESELLSCHAFT · Weismüllerstraße 3 · 60314 Frankfurt am Main, Germany Page 1 of 1...
  • Page 52 968/FSP 1949.05/21 Description of type specimen: Actuators for water and steam with safety function Type: Actuator type 5725, 5825, 5827 (2770) with final control elements types 3214 (2814), 2423 (2823), 3213 (2710), 3222 (2710), 2488 (2730), 2489 (2730) Manufacturing plant/Supplier: Samson AG Weismüllerstraße 2...
  • Page 53 в лице Генерального директора Крымшамхалова Азрета Индрисовича, действующего на основании Устава. заявляет, что Приводы электрические торговой марки SAMSON, типы: 5824, 5825, 5827. Изготовитель "SAMSON AKTIENGESELLSCHAFT". Место нахождения: Weismuellerstrasse 3, 60314 Frankfurt am Main, Федеративная Республика Германия. Адреса мест осуществления деятельности по изготовлению продукции: Weismuellerstrasse 3, 60314 Frankfurt am Main, ("SAMSON AKTIENGESELLSCHAFT"), Федеративная...
  • Page 54 ЕВРАЗИЙСКИЙ ЭКОНОМИЧЕСКИЙ СОЮЗ ПРИЛОЖЕНИЕ № 1 К ДЕКЛАРАЦИИ О СООТВЕТСТВИИ ЕАЭС N RU Д-DE.РА01.В.33473/21 Лист № 1 из 1 Наименования и реквизиты документов, в соответствии с которыми изготавливается продукция "Устройства управления автоматические IEC 60730-1:2013 / Cor. 1:2014 "Automatic электрические. Часть 1. Общие требования. electrical controls for household and similar use.
  • Page 55 Internet at www.samsongroup.com. For product descriptions refer to: Type 5827 Electric Actuator: Mounting and Operating Instructions EB 5827-1 / EB 5827-2 Referenced technical standards and/or specifications: VCI, VDMA, VGB: "Leitfaden Maschinenrichtlinie (2006/42/EG) – Bedeutung für Armaturen, Mai 2018"...

  • Page 56: Location Of Leds And Switches

    Input signal 0 to 10 V or 0 to 20 mA – Input signal settings in TROVIS-VIEW override the switch positions. Switch position B: – Input signal 2 to 10 V or 4 to 20 mA Input signal settings in TROVIS-VIEW are ignored. – EB 5827-2 EN...

  • Page 57: Operating Direction Switch

    Upper range value 10 V or 20 mA 2.5 to 10.0 V or 5.0 to 20.0 mA 16.2.1 Split-range operation The input signal range can be adapted, e.g. to achieve a plant operation characteristic by connecting two or more actuators in parallel (split-range operation). EB 5827-2 EN...

  • Page 58: Position Feedback Signal

    The actuator stem remains in the last position that the valve moved to before failure of the input sig- nal. The error message is reset and the actuator returns to closed-loop operation if the input signal moves within 0.2 V or 0.4 mA of the lower range value. EB 5827-2 EN...

  • Page 59: End Position Guiding

    Adjustment range Blocking protection Yes/No 16.6 Travel 16.6.1 Limited travel range The Limited travel range parameter determines in % how far the actuator stem can move at the maxi- mum. The travel determined during initialization acts as the reference. EB 5827-2 EN...

  • Page 60: Travel Adjustment

    0. Settings > Actuator > Functions Function Default Adjustment range Idle time during end position guiding 0 s 0 to 99 s Note The further description refers to the operation with absolute travel adjustment, unless specified otherwise. EB 5827-2 EN...

  • Page 61: Speed

    The characteristic expresses the relation between the input signal and the actuator stem position (direc- tion of action increasing/increasing >>). Perform the characteristic settings in the 'Settings' folder (> Actuator > Characteristic). Settings > Actuator > Characteristic Function Default Adjustment range Characteristic type Linear Linear Equal percentage Reverse equal percentage User-defined EB 5827-2 EN...

  • Page 62: Start-Up

    TROVIS-VIEW. The actuator leaves the manual mode as soon as you exit the manual level or online mode in TROVIS-VIEW. The following actions can be activated in the manual level: – Retract actuator stem – Extend actuator stem – Move actuator stem to standardized value EB 5827-2 EN...

  • Page 63: Functions

    The actuator stem is moved to the position determined by the input signal. Start transit time measurement Measures the time required to move from one end position to the other. EB 5827-2 EN...

  • Page 64: Accessories

    M16x1.5 cable gland for 5 to 10 mm clamping range 1402-9857 For mounting on form-fit valves without return spring Yoke for Series V2001 Valves 1400-7414 Spacer to mount the actuator on Type 3323 Valve (DN 65 to 80) 0340-3031 With Type 5827-x3x Electric Actuator EB 5827-2 EN...

  • Page 65: After-Sales Service

    You can reach our after-sales service at the follow- ing e-mail address. aftersalesservice@samsongroup.com The addresses of SAMSON AG, its subsidiaries, rep- resentatives and service facilities worldwide can be found on our website ( www.samsongroup.com) or in all product catalogs.

  • Page 66: Configuration List And Customer-Specific Data

    50.0 to 100.0 % Blockage Blocking protection Yes/No Travel Limited travel range 100.0 % 30.0 to 100 % Travel adjustment Absolute Absolute/Relative Speed Normal Slow/Normal/Fast Dead band (switching range) 2.0 % 0.5 to 5.0 % Characteristic type Linear Linear/Equal percent- age/Reverse equal per- centage/User-defined EB 5827-2 EN...
  • Page 68 EB 5827-2 EN SAMSON AKTIENGESELLSCHAFT Weismüllerstraße 3 · 60314 Frankfurt am Main, Germany Phone: +49 69 4009-0 · Fax: +49 69 4009-1507 samson@samsongroup.com · www.samsongroup.com...

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