Emerson FISHER 657 Instruction manual

Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Fisherr 657 Diaphragm Actuator
Sizes 30-70 and 87
Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Scope of Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Educational Services . . . . . . . . . . . . . . . . . . . . . . . . . 3
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Mounting the Actuator on the Valve . . . . . . . . . . . . 4
Discussion of Bench Set . . . . . . . . . . . . . . . . . . . . . . . 5
Spring Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Installing the Stem Connector Assembly . . . . . . . . . 7
Friction Discussion . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Deadband Measurement . . . . . . . . . . . . . . . . . . . . . . 9
Loading Connection . . . . . . . . . . . . . . . . . . . . . . . . . 10
Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Actuator Maintenance . . . . . . . . . . . . . . . . . . . . . . . 11
Top-Mounted Handwheel Assembly . . . . . . . . . . . 13
Side-Mounted Handwheel for Sizes 34
through 60 Actuators . . . . . . . . . . . . . . . . . . . . . 15
Side-Mounted Handwheel for Sizes 70
and 87 Actuators . . . . . . . . . . . . . . . . . . . . . . . . . 16
Casing-Mounted Adjustable Travel Stops . . . . . . . 18
Parts Ordering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Parts Kits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Kits for Side-Mounted Handwheels . . . . . . . . . . . . 20
Kits for Top-Mounted Handwheels . . . . . . . . . . . . . 20
Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Actuator Assembly (figures 6, 7, or 8) . . . . . . . . . . 21
Figure 1. Fisher 657 or 657-4 Actuator Mounted
on an easy-e™ Valve
W2174-2
Top-Mounted Handwheel (figures 9 or 10) . . . . . .
Side-Mounted Handwheel (figure 11 or 13) . . . . .
Casing-Mounted Adjustable Up Travel Stops
(figures 14 or 15) . . . . . . . . . . . . . . . . . . . . . . . . .
Casing-Mounted Adjustable Down Travel Stops
(figure 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
24
29
30
Introduction
Scope of Manual
This instruction manual provides information on installation, adjustment, maintenance, and parts ordering for the
Fisher 657 actuator in sizes 30 through 70 and size 87. The 657-4 actuator in sizes 70 and 87 is also covered. Refer to
separate instruction manuals for information about the valve positioner and other accessories used with these
actuators.
Do not install, operate, or maintain a 657 actuator without being fully trained and qualified in valve, actuator, and
accessory installation, operation, and maintenance. To avoid personal injury or property damage, it is important to
carefully read, understand, and follow all the contents of this manual, including all safety cautions and warnings. If you
have any questions about these instructions, contact your Emerson Process Management sales office before
proceeding.
www.Fisher.com
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Table 1. Specifications
ACTUATOR SIZE
SPECIFICATION(1)
Nominal Effective Area
Yoke Boss Diameters
Acceptable Valve
Stem Diameters
Maximum Allowable
Output Thrust(4)
Maximum Travel(2)
Maximum Casing
Pressure for
Actuator Sizing(4)
Maximum Diaphragm
Casing Pressure(4)(5)
30
34
40
45
46
50
60
70(1)
87(1)
cm2
297
445
445
677
1006
677
1006
1419
1419
Inch2
46
69
69
105
156
105
156
220
220
mm
54
54
71
71
71
90
90
90
127
Inches
2-1/8
2-1/8
2-13/16
2-13/16
2-13/16
3-9/16
3-9/16
3-9/16
5
mm
9.5
9.5
12.7
12.7
12.7
19.1
19.1
19.1
25.4
Inches
3/8
3/8
1/2
1/2
1/2
3/4
3/4
3/4
1
N
10230
10230
12010
25131
33582
25131
30246
39142
39142
Lb
2300
2300
2700
5650
7550
5650
6800
8800
8800
mm
19
29
38
51
51
51
51
76(3)
76(3)
Inches
0.75
1.125
1.5
2
2
2
2
3(3)
3(3)
3.8
Bar
8.6
4.5
4.5
3.4
2.8
3.4
2.8
3.8
Psig
125
65
65
50
40
50
40
55
55
Bar
9.6
5.2
5.2
4.1
3.4
4.1
3.4
4.5
4.5
Psig
140
75
75
60
50
60
50
65
65
Nitrile Elastomers: -40 to 82_C, Silicone Elastomers: -54 to 149_C, Fluorocarbons: -18 to 149_C
Material Temperature
Capabilities
_C
Pressure Connections
(internal)
1/4 NPT
X
X
X
X
X
X
X
---
1/2 NPT
---
---
---
---
---
---
---
X
X
kg
16
22
23
37
49
42
53
107
116
Lb
36
48
51
82
107
92
116
235
255
Approximate Weights
Nitrile Elastomers: -40 to 180_F, Silicone Elastomers: -65 to 300_F, Fluorocarbons: 0 to 300_F
_F
---
1. These values also apply to the 657-4 actuator construction.
2. Actuator travel may be less than the value listed after connecting the actuator to the valve.
3. Maximum travel for 657-4 is 102 mm (4 inches).
4. Normal operating diaphragm pressure must not exceed maximum diaphragm casing pressure and must not produce a force on the actuator stem greater than the maximum allowable out­
put thrust or the maximum allowable valve stem load. Contact your Emerson Process Management sales office with questions concerning maximum allowable valve stem load.
5. This maximum casing pressure is not to be used for normal operating pressure. Its purpose is to allow for typical regulator supply settings and/or relief valve tolerances.
Description
The 657 actuator (figure 1) and the 657-4 actuator are direct-acting, spring-opposed diaphragm actuators. They
provide automatic operation of control valve body assemblies. The 657 actuator offers 76 mm (3 inches) maximum
actuator travel. The 657-4 actuator provides 102 mm (4 inches) maximum actuator travel. Both actuators position the
valve plug in response to varying pneumatic loading pressure on the actuator diaphragm. Figure 2 shows the
operation of these actuators.
A 657 or 657-4 actuator can be equipped with either a top-mounted or a side-mounted handwheel assembly. A
top-mounted handwheel assembly is used as an adjustable up travel stop to limit actuator travel in the up direction
(see figure 2). A side-mounted handwheel assembly is usually used as an auxiliary manual actuator. Adjustable
casing-mounted up or down travel stops are also available for this actuator.
Note
If repeated or daily manual operation is expected, the actuator should be equipped with a side-mounted handwheel rather than a
casing-mounted travel stop or top-mounted handwheel.
The side-mounted handwheel is designed for more frequent use as a manual operator.
Specifications
Refer to table 1 for Specifications of the 657 and 657-4 actuators. See the actuator nameplate for specific information
about your actuator.
2
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Figure 2. Schematic of Fisher 657 and 657-4 Actuators
AIR PUSHES
STEM DOWN
SPRING LIFTS
STEM UP
STEM
AF3833-A
A0792-2
Educational Services
For information on available courses for Fisher 657 diaphragm actuators, as well as a variety of other products,
contact:
Emerson Process Management
Educational Services, Registration
P.O. Box 190; 301 S. 1st Ave.
Marshalltown, IA 50158-2823
Phone: 800-338-8158 or
Phone: 641-754-3771
FAX: 641-754-3431
e-mail: education@emerson.com
Installation
Key number locations are shown in figures 6, 7, and 8, unless otherwise indicated. Also, refer to figure 3 for location of
parts.
WARNING
Always wear protective gloves, clothing, and eyewear when performing any installation operations to avoid personal
injury.
Check with your process or safety engineer for any additional measures that must be taken to protect against process
media.
If installing into an existing application, also refer to the WARNING at the beginning of the Maintenance section in this
instruction manual.
CAUTION
To avoid parts damage, do not use an operating pressure that exceeds the Maximum Diaphragm Casing Pressure (table 1)
or produces a force on the actuator stem greater than the Maximum Allowable Output Thrust (table 1) or the maximum
3
657 Actuator (30-70 and 87)
November 2013
Instruction Manual
D100306X012
allowable valve stem load. (Contact your Emerson Process Management sales office with questions concerning maximum
allowable valve stem load.)
D Valve/Actuator Assembly: If the actuator and valve are shipped together as a control valve assembly, it has been
adjusted at the factory, and may be installed in the pipeline. After installing the valve in the pipeline, refer to the
Loading Connection procedures.
D Actuator Mounting: If the actuator is shipped separately or the actuator has been removed from the valve, it is
necessary to mount the actuator on the valve before placing the valve in the pipeline. Refer to the actuator
mounting procedures before placing the valve in service. You may perform the Bench Set Spring Adjustment
procedures in this section to confirm that the adjustment has not changed since it was shipped from the factory.
D Positioner: If a positioner is installed, or is to be installed on the actuator, refer to the positioner instruction manual
for installation. During the adjustment procedures, it will be necessary to provide a temporary loading pressure to
the actuator diaphragm.
Mounting the Actuator on the Valve
The 657 actuator spring loading pushes the actuator stem up towards the actuator diaphragm (see figure 2). This
spring action moves the stem away from the valve while installing the actuator.
CAUTION
If the valve stem is allowed to remain in the up position (towards the actuator) during mounting, it can interfere with the
actuator mounting, possibly damage valve stem threads or bend the valve stem. Be sure the valve stem is pushed down
(into the valve body), away from the actuator while mounting.
Provide a temporary method of applying diaphragm loading pressure to the diaphragm to extend the actuator stem
during bench set spring adjustments.
1. Provide a vise or some other method of supporting the valve and the weight of the actuator during assembly. For
direct or reverse acting valves, push the valve stem down away from the actuator while mounting the actuator.
2. Screw the stem locknuts all the way onto the valve stem. With the concave side of the travel indicator disk (key 14)
facing the valve, install the travel indicator disk on the valve stem. (Note: The travel indicator disk is not used with
size 87 actuators.)
3. Lift or hoist the actuator onto the valve bonnet:
a. For size 87 actuators, insert the cap screws and tighten the hex nuts, securing the actuator to the bonnet.
b. For all other size actuators, screw the yoke locknut onto the valve bonnet and tighten the locknut. (Note: On
small size actuators, it may be necessary to remove the indicator disk and re-install it while lowering the actuator
on to the valve because the disk will not go through the actuator yoke opening.)
4. Do not connect the actuator stem to the valve stem at this time. Whenever the actuator is installed on the valve, it
is recommended to perform the Bench Set Spring Adjustment procedure to verify that the actuator is still adjusted
correctly.
4
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Figure 3. Actuator Mounting Components for Size 30 through 70 Actuators
NPT INTERNAL CONNECTION
DIAPHRAGM CASING
DIAPHRAGM AND STEM
SHOWN IN UP POSITION
DIAPHRAGM PLATE
LOWER DIAPHRAGM CASING
ACTUATOR SPRING
ACTUATOR STEM
SPRING SEAT
SPRING ADJUSTOR
STEM CONNECTOR
YOKE
TRAVEL INDICATOR DISK
INDICATOR SCALE
W0363-1
VALVE STEM
YOKE LOCK NUT
MATCH LINE
FOR ACTUATOR
YOKE BOSS DIAMETER
BONNET
TYPICAL VALVE
(REFER TO VALVE MANUAL)
W6199-1
Discussion of Bench Set
The bench set pressure values are used to adjust the initial compression of the actuator spring with the valve-actuator
assembly “on the bench.” The correct initial compression is important for the proper functioning of the valve-actuator
assembly when it is put into service and the proper actuator diaphragm operating pressure is applied.
The bench set values are established with the assumption that there is no packing friction. When attempting to adjust
the spring in the field, it is very difficult to ensure that there is no friction being applied by “loose” packing.
Accurate adjustment to the bench set range can be made during the actuator mounting process by making the
adjustment before the actuator is connected to the valve (see the Spring Verification procedure).
5
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Figure 4. Bench Set Adjustment
SPRING ADJUSTER
RATED VALVE
TRAVEL MEASURE
LOWER BENCH SET
LOADING PRESSURE 1
UPPER BENCH SET
PRESSURE MARK 3
VALVE
STEM
ACTUATOR STEM
4
MARK
VALVE 3
STEM HERE
2
UPPER BENCH SET
LOADING PRESSURE
NOTES:
THE LOWER PSIG LOADING PRESSURE (MARKED ON NAMEPLATE) WHERE THE FIRST MOVEMENT OF
1
ACTUATOR STEM IS DETECTED.
2
THE UPPER PSIG LOADING PRESSURE EXTENDS ACTUATOR STEM.
MARK THIS POINT WITH TAPE OR A MARKER.
3
MEASURE DISTANCE OF TRAVEL. IT SHOULD EQUAL THE TRAVEL SPAN SHOWN ON THE NAMEPLATE.
4
40A8715-B
B2426
Spring Verification
Ensure that the actuator stem is at the top of its travel as shown in figure 4 and not connected to the valve. (Note:
Some spring compression is required to move the diaphragm to the top of its travel.) The steps provided are the same
for push-down-to-close (direct acting) or push-down-to-open (reverse acting) valves.
WARNING
When moving the actuator stem with diaphragm loading pressure, use caution to keep hands and tools out of the actuator
stem travel path. Personal injury and/or property damage is possible if something is caught between the actuator stem and
other control valve assembly parts.
Also, provide a certified pressure gauge suitable to accurately read the diaphragm pressure from 0 through 0.3 bar (5
psig) above the upper operating range pressure marked on the nameplate. Apply loading pressure to the diaphragm.
CAUTION
Stroke the actuator a few times to ensure that the pressure gauge is working correctly, and that the actuator is functioning
properly. To prevent actuator damage, it is important to ensure that the actuator stem is stroking smoothly and not
exhibiting binding or excessive friction. Binding or excessive friction could be an indicator of incorrect assembly or
damaged parts.
6
Instruction Manual
D100306X012
657 Actuator (30-70 and 87)
November 2013
1. If not already accomplished, provide a temporary means of applying an adjustable loading pressure to the actuator
during bench set adjustments.
2. Set the diaphragm loading pressure at 0 bar (0 psig). Then, slowly raise the pressure towards the lower bench set
pressure, as indicated on the nameplate, while checking for the first linear movement of the actuator stem. The
actuator stem should show movement at the lower bench set pressure. If movement occurs before or after the
lower pressure is reached, adjust the spring adjuster (see figure 4) into or out of the yoke until the actuator stem's
movement is first detected at the lower bench set pressure.
Note
Before turning the spring adjuster on size 70 or 87 actuators, assemble the stem connector around the actuator stem and the
anti-rotating lug on the yoke. Mark the actuator stem as a visual reference to verify that stem rotation does not occur. Remove the
stem connector before rechecking the bench set.
3. Be sure the spring adjuster is adjusted to meet the requirements of step 2 above.
4. Apply the upper bench set pressure, as indicated on the nameplate. This pressure extends the actuator stem down
towards the valve. (Note: The actuator stem may slide over the valve stem as shown in figure 4.) At the end of the
actuator stem, use a marker or a piece of tape to mark the valve stem (see figure 4). (Note: If the actuator stem
does not pass over the valve stem, provide a method to mark this point of stem travel.)
5. Slowly decrease the diaphragm loading pressure to the lower bench set pressure, as indicated on the nameplate.
6. Measure the distance between the marker or tape on the valve stem to the end of the actuator stem. The distance
should match the rated travel indicated on the nameplate.
7. If the measured travel matches the nameplate travel, bench set is complete. Proceed to the Installing the Stem
Connector Assembly subsection.
8. If the measured travel is not exact, consider the spring free-length and spring rate tolerances may produce a slightly
different bench set than specified. Contact your Emerson Process Management sales office for assistance.
Installing the Stem Connector Assembly
When installing the stem connector assembly (key 26), the actuator and valve stem threads should engage the
threads of the stem connector by the distance equal to the diameter of the stem.
WARNING
Install the stem connector securely before a positioner is mounted to the actuator and pressurized, using only a
regulator-controlled air supply, not the positioner, to move the actuator stem.
To avoid personal injury or property damage, keep hands and tools out of the actuator stem travel path while applying
loading pressure to move the actuator stem in the following steps.
CAUTION
To avoid damaging the seating surfaces, do not rotate the valve plug while it is seated. Exercise care while installing the
stem connector assembly to avoid damage to the valve plug stem and valve stem threads.
7
657 Actuator (30-70 and 87)
Instruction Manual
November 2013
D100306X012
Note
Replacement stem connectors are an assembly of two stem connector halves, cap screws, and a spacer between the connector
halves. Remove the spacer and discard, if present, before clamping the actuator and valve stems together. Use only a mated pair
of stem connector halves.
1. If necessary, push the valve stem down so that it is touching the seat ring on direct acting valves. For reverse acting
valves, push the stem down to the open position.
If necessary, screw the valve stem locknuts down, away from the connector location. For all actuators except size 87,
ensure that the travel indicator disk (key 14) is located on top of the locknuts.
2. Slowly increase the diaphragm pressure to the upper bench set pressure. This should be the same pressure used in
the Spring Verification steps, and it is marked on the nameplate.
3. Place the stem connector half with the threaded holes, approximately half way between the actuator and valve
stems, and align with the stem connector. A slight change to loading pressure may be necessary to align the
threads. Refer to figures 6, 7, and 8 to help locate the connector position.
CAUTION
Incomplete engagement of either the valve stem or actuator stem in the stem connector can result in stripped threads or
improper operation. Be sure that the length of each stem clamped in the stem connector is equal to or greater than one
diameter of that stem. Damage to threads on either stem or in the stem connector can cause the parts to be replaced
prematurely. Do not loosen the cap screws when the stem connector has spring or loading pressure force applied.
4. Install the other half of the stem connector and insert the cap screws and tighten them while ensuring even spacing
between the stem connector halves on all sides. If installing a positioner, also attach the feedback bracket at the
same time.
CAUTION
Over-tightening the valve stem locknuts can make disassembly difficult.
5. Screw the valve stem locknuts up against the stem connector for the size 87 actuator. For all other actuator sizes,
screw the valve stem locknuts up until the indicator disk contacts the bottom of the stem connector. Do not
overtighten the locknuts.
6. Slowly stroke the valve from fully open to fully closed and verify full rated travel is achieved.
Be sure that the valve is in the closed position. Loosen the screws on the travel indicator scale (key 18), and align it with
the travel indicator disk (key 14) or stem connector for the size 87 actuator. Stroke the valve full travel to ensure that
the travel matches the rated travel on the nameplate. If valve travel is not correct, repeat the stem connector
procedure.
Friction Discussion
If you are attempting to adjust the bench set after the actuator is connected to the valve and the packing tightened,
you must take friction into account. Make the spring adjustment so full actuator travel occurs at the bench set values
8
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
(a) plus the friction force divided by the effective diaphragm area with increasing diaphragm pressure or (b) minus the
friction force divided by the effective diaphragm area with decreasing diaphragm pressure.
If the stem connector assembly has been installed, the valve friction may be determined by the following procedure:
1. Install a pressure gauge in the actuator loading pressure line that connects to the actuator diaphragm casing.
Note
Steps 2 and 4 require that you read and record the pressure shown on the pressure gauge.
2. Increase the actuator diaphragm pressure and read the diaphragm pressure as the actuator reaches a travel
position in the rated travel of the valve that does not contact a travel stop. Make a reference mark on the travel
indicator scale using tape or some other method at this point.
3. Increase the actuator diaphragm pressure until the actuator is at a travel position greater than the position
referenced in step 2 using the reference point to identify first movement.
4. Decrease the actuator diaphragm pressure and read the diaphragm pressure as the actuator returns to the position
referenced in step 2.
The difference between the two diaphragm pressure readings is the change in the diaphragm pressure required to
overcome the friction forces in the two directions of travel.
5. Calculate the actual friction force:
Friction
Force, =
pounds
0.5
Difference
in pressure
readings, psig
¢
Effective
diaphragm area,
inches2
Refer to table 1 for the effective diaphragm area.
It is difficult to rotate the spring adjustor (key 74, figures 6, 7, and 8) when the full actuator loading pressure is applied
to the actuator. Release the actuator loading pressure before adjusting. Then re-apply loading pressure to check the
adjustment.
Note
For push-down-to-close valves, the valve plug seat is the limit for downward travel and the actuator up-stop is the limit for upward
(away from the valve) movement. For push-down-to-open valves, the actuator down stop is the limit for downward movement,
and the valve seat is the limit for upward (away from the valve) movement.
Deadband Measurement
Deadband is caused by packing friction, unbalanced forces, and other factors in the control valve assembly. Deadband
is the range a measured signal can vary without initiating a response from the actuator (see figure 5). Each actuator
spring has a fixed spring rate (force divided by compression). You have verified that the right spring was installed in the
actuator by completing the Spring Verification steps.
Deadband is one factor that affects the control valve assembly operation during automatic loop control. The control
loop tolerance for deadband varies widely depending on the loop response. Some common symptoms of the
9
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
deadband being too wide are no movement, a “jump” movement, or oscillating movements of the actuator during
automatic loop control. The following steps are provided to determine the span of deadband. The percent of
deadband is helpful in troubleshooting problems with the process control loop.
1. Start at a pressure near the lower bench set pressure, slowly increase pressure until the valve is approximately at
mid-travel. Note this pressure reading.
2. Slowly decrease pressure until movement of the valve stem is detected, and note this pressure.
3. The difference between these two pressures is deadband, in psi.
4. Calculate the percent of deadband by:
Deadband, psi
Deadband = –––––––––––––– = nn%
Bench Set Span, psi
BENCH SET
0.6
9
LOWER
BENCH SET
PRESSURE
RANGE OF
DEADBAND 1
OPENING
VALVE
3
0
1.0
BENCH SET
0.6
9
LOWER
BENCH SET
PRESSURE
3
RANGE OF
DEADBAND 1
CLOSING
VALVE
0.2
0
OPEN
MID RANGE
CLOSED
VALVE TRAVEL
DIRECT ACTING VALVE
NOTE:
1
0.2
OPENING
VALVE
UPPER
BENCH SET 15
PRESSURE
DIAPHRAGM PRESSURE, BAR
1.0
DIAPHRAGM PRESSURE, PSIG
CLOSING
VALVE
UPPER
BENCH SET 15
PRESSURE
DIAPHRAGM PRESSURE, BAR
DIAPHRAGM PRESSURE, PSIG
Figure 5. Typical Valve Response to Deadband
CLOSED MID RANGE
OPEN
VALVE TRAVEL
REVERSE ACTING VALVE
DEADBAND IS CAUSED BY FRICTION.
A6763-2
Loading Connection
The loading pressure connections are made at the factory if the valve, actuator, and positioner come as a unit. Keep
the length of tubing or piping as short as possible to avoid transmission lag in the control signal. If a volume booster,
valve positioner or other accessory is used, be sure that it is properly connected to the actuator. Refer to the positioner
instruction manual or other manuals as necessary.
For actuators shipped separately or whenever the actuator pressure connections are installed, use the following steps:
1. Connect the loading pressure piping to the NPT internal connection in the top of the diaphragm casing.
2. For sizes 70 and 87 actuators, if necessary, remove the 1/4 NPT bushing if a 1/2 NPT internal connection is needed
to increase connection size. The connection can be made with either piping or tubing.
3. Cycle the actuator several times to be sure that the valve stem travel is correct when the correct pressure ranges are
applied to the diaphragm.
WARNING
If valve stem travel appears to be incorrect, refer to the Bench Set Spring Adjustment procedures at the beginning of this
section. To avoid personal injury or product damage, do not place the valve into service if it is not reacting correctly to
diaphragm loading pressure changes.
10
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Maintenance
Actuator parts are subject to normal wear and must be inspected and replaced when necessary. The frequency of
inspection and replacement depends on the severity of service conditions.
WARNING
Avoid personal injury or property damage from sudden release of process pressure or bursting of parts. Before performing
any maintenance operations:
D Do not remove the actuator from the valve while the valve is still pressurized.
D Always wear protective gloves, clothing, and eyewear when performing any maintenance operations to avoid personal
injury.
D Disconnect any operating lines providing air pressure, electric power, or a control signal to the actuator. Be sure the
actuator cannot suddenly open or close the valve.
D Use bypass valves or completely shut off the process to isolate the valve from process pressure. Relieve process pressure
from both sides of the valve. Drain the process media from both sides of the valve.
D Vent the power actuator loading pressure and relieve any actuator spring precompression.
D Use lock-out procedures to be sure that the above measures stay in effect while you work on the equipment.
D The valve packing box may contain process fluids that are pressurized, even when the valve has been removed from the
pipeline. Process fluids may spray out under pressure when removing the packing hardware or packing rings, or when
loosening the packing box pipe plug.
D Check with your process or safety engineer for any additional measures that must be taken to protect against process
media.
Actuator Maintenance
This procedure describes how the actuator can be completely disassembled and assembled. When inspection or
repairs are required, disassemble only those parts necessary to accomplish the job; then, start the assembly at the
appropriate step.
Key numbers refer to figures 6, 7, or 8 unless otherwise indicated. Figure 6 shows the sizes 30 through 60 actuators,
figure 7 illustrates the sizes 70 actuator, and figure 8 shows the size 87 actuator.
Actuator Disassembly
1. Bypass the control valve. Reduce the loading pressure to atmospheric, and remove the tubing or piping from the
upper diaphragm casing (key 1).
WARNING
To avoid personal injury from the precompressed spring force thrusting the upper diaphragm casing (key 1) away from the
actuator, relieve spring compression (step 2, below), and carefully remove casing cap screws (key 22) (step 4, below).
2. Thread the spring adjuster (key 12) out of the yoke (key 9) until all spring compression is relieved.
3. If required, remove the actuator from the valve body by separating the stem connector (key 26) and removing the
yoke locknut or, for the size 87 actuator, the stud bolt nuts. Separate the stem connector by loosening the stem
nuts (keys 15 and 16) and unscrewing the two cap screws.
11
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
4. Remove the diaphragm casing cap screws and nuts (keys 22 and 23), then lift off the upper diaphragm casing
(key 1).
5. Remove the actuator diaphragm (key 2).
6. Remove the diaphragm plate, actuator stem, and cap screw (keys 4, 10 and 3) as an assembly. This assembly can be
broken down further, if required, by removing the cap screw (key 3).
7. Remove the actuator spring (key 6) and the spring seat (key 11).
8. If required, remove the lower diaphragm casing (key 5) from the yoke (key 9) by loosening the cap screws (key 8)
that hold it in place.
9. If required, remove the spring adjuster (key 12) by unscrewing it from the yoke (key 9).
Table 2. Actuator Assembly Recommended Torque Values
DESCRIPTION, KEY
NUMBER
ACTUATOR SIZE
THREAD SIZE, INCH
30
TORQUE
N•m
Lbf•ft
3/8-24
41
30
34 and 40
1/2-20
54
40
45 to 70 and 87
3/4-16
149
110
34 and 40
1/2-13
81
60
45 to 60
5/8-11
163
120
MO U-bolt, key 147
34 and 40
3/8-16
41
30
MO U-bolt, key 144
45 to 60
3/8-16
41
30
Diaphragm casing, key 23(1)
30 to 76 and 87
3/8-24
27
20
Diaphragm plate to stem,
key 3
MO U-bolt, key 170
1. Observe tightening pattern and procedure described in the appropriate Actuator Assembly section.
Actuator Assembly
Refer to table 2 as appropriate.
1. Coat the threads and the spring seat bearing surface of the spring adjuster (key 12) with lithium grease (key 241),
and thread the spring adjuster into the yoke (key 9). Place the spring seat (key 11) in the yoke on the spring adjuster
and turn the spring adjuster to ensure that threads are properly engaged.
2. Position the lower diaphragm casing (key 5) on the yoke (key 9), and fasten the parts together by installing and
evenly tightening the cap screws (key 8).
3. Set the actuator spring (key 6) squarely onto the spring seat (key 11).
4. If the diaphragm plate and actuator stem (keys 4 and 10) are separate, fasten them together using the cap screw
and washer (keys 3 and 25). Coat the cap screw threads with lithium grease (key 241). Tighten the cap screw (key 3)
to 41 NSm (30 lbfSft) torque for size 30 actuators, 54 NSm (40 lbfSft) torque for size 34 and 40 actuators, or 149
NSm (110 lbfSft) torque for size 45 to 87 actuators. Slide the actuator stem and diaphragm plate (keys 10 and 4)
into the yoke (key 9) so that the actuator spring (key 6) fits squarely between the diaphragm plate and the spring
seat (key 11). Then slide the diaphragm rod through the spring adjuster (key 12).
5. Place the diaphragm (key 2) pattern-side up on the diaphragm plate (key 4). Align the holes in the diaphragm and
the lower diaphragm casing (key 5).
6. Position the upper diaphragm casing (key 1) on the diaphragm (key 2) and align the holes.
Note
When you replace actuator diaphragms in the field, take care to ensure the diaphragm casing bolts are tightened to the proper
load to prevent leakage, but not crush the material. Perform the following tightening sequence with a manual torque wrench for
size 30-70 and 87 actuators.
12
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
CAUTION
Over-tightening the diaphragm casing cap screws and nuts (keys 22 and 23) can damage the diaphragm. Do not exceed 27
NSm (20 lbfSft) torque.
Note
Do not use lubricant on these bolts and nuts. Fasteners must be clean and dry.
7. Insert the cap screws (key 22), and tighten the hex nuts (key 23) in the following manner. The first four hex nuts
tightened should be diametrically opposed and 90 degrees apart. Tighten these four hex nuts to 13 NSm (10 lbfSft).
8. Tighten the remaining hex nuts in a clockwise, criss-cross pattern to 13 NSm (10 lbfSft).
9. Repeat this procedure by tightening four hex nuts, diametrically opposed and 90 degrees apart, to a torque of 27
NSm (20 lbfSft).
10. Tighten the remaining hex nuts in a clockwise, criss-cross pattern to 27 NSm (20 lbfSft).
11. After the last hex nut is tightened to 27 NSm (20 lbfSft), all of the hex nuts should be tightened again to 27 NSm
(20 lbfSft) in a circular pattern around the bolt circle.
12. Once completed, no more tightening is recommended.
13. Mount the actuator on the valve by following the procedures in the Installation section.
Top-Mounted Handwheel Assembly
A top-mounted handwheel assembly (figures 9 and 10) is usually used as an adjustable casing-mounted up travel stop
to limit full retraction of the actuator stem. Turning the handwheel clockwise moves the the handwheel stem (key
133, figures 9 and 10) down, compressing the spring.
Instructions are given below for complete disassembly and assembly of the top-mounted handwheel assembly.
Perform the disassembly only as far as necessary to accomplish the required maintenance; then, begin the assembly at
the appropriate step.
Key numbers refer to figure 9 (sizes 30 through 60) and figure 10 (sizes 70 and 87), unless otherwise indicated.
Disassembly for Top-Mounted Handwheel
1. Turn the handwheel (key 51) counter-clockwise so that the handwheel assembly is not causing any spring
compression.
2. Bypass the control valve, reduce loading pressure to atmospheric, and remove the tubing or piping from the upper
handjack body (key 142, figures 9 or 10).
WARNING
To avoid personal injury from the precompressed spring force thrusting the upper diaphragm casing (key 1) away from the
actuator, thread the spring adjuster (key 12) out of the yoke until all spring compression is relieved, then carefully remove
casing cap screws (key 22).
3. Remove the diaphragm casing cap screws and nuts (keys 22 and 23, figures 6, 7, or 8), and lift off the upper
diaphragm casing and handwheel assembly.
4. If necessary, the handwheel assembly can be separated from the diaphragm casing by removing the cap screws
(key 141). This may be necessary to replace the O-ring (key 139), or for ease of handling.
13
657 Actuator (30-70 and 87)
November 2013
Instruction Manual
D100306X012
5. Loosen the travel stop locknut (key 137), and turn the handwheel (key 51) counter-clockwise. Remove the cotter
pin and stop nut (keys 247 and 54), then lift off the handwheel.
6. Unscrew the travel stop locknut (key 137) from the handwheel stem (key 133), and turn the stem out of the bottom
of the body (key 142). A screwdriver slot is provided on the top of the stem for this purpose.
7. Replace the O-ring (key 138) in the body (key 142).
8. For a handwheel assembly used on sizes 30 through 60 actuators, complete the disassembly by driving out the
groove pin (key 140, figure 9) and sliding the pusher plate (key 135, figure 9) off the stem.
For a handwheel assembly used on a sizes 70 or 87 actuator, complete the disassembly by unscrewing the retaining
screw (key 174, figure 10) and removing the thrust bearing and pusher plate (keys 175 and 135, figure 10). Because
the retaining screw (key 174) has left-hand threads, turn clockwise to loosen.
Assembly for Top-Mounted Handwheel
1. For a handwheel assembly used on sizes 30 through 60 actuators, coat the end of the handwheel stem (key 133,
figure 9) with anti-seize lubricant (key 244). Slide the pusher plate (key 135, figure 9), onto the stem, and drive in
the groove pin (key 140, figure 9) to lock the pieces together.
For a handwheel assembly used on a sizes 70 or 87 actuator, pack the thrust bearing (key 175, figure 10) with
anti-seize lubricant (key 244). Place the thrust bearing in the pusher plate (key 135, figure 10), slide the two parts onto
the handwheel stem (key 133). Coat the retaining screw threads with thread locking sealant (key 242). Insert and
tighten the retaining screw (key 174, figure 10).
2. Coat the O-ring (key 138) with lithium grease (key 241), and insert the O-ring in the body (key 142).
3. Coat the threads of the handwheel stem (key 133) with anti-seize lubricant (key 244). Screw the stem into the body
(key 142).
4. Thread the travel stop locknut (key 137) onto the handwheel stem (key 133).
5. Place the handwheel (key 51), and the stop nut (key 54) on the handwheel stem (key 133). Tighten the hex nut to
fasten the parts together. Secure the nut with the cotter pin (key 247).
6. If the body (key 142) was separated from the upper diaphragm casing (key 1, figures 6, 7, or 8), lubricate the O-ring
(key 139) with lithium grease (key 241), and place the O-ring in the body. Align the holes in the diaphragm casing
and the body, insert the cap screws (key 141), and tighten them evenly following a crisscross pattern to ensure a
proper seal.
7. Position the upper diaphragm casing (key 1) on the diaphragm (key 2) and align the holes.
Note
When you replace actuator diaphragms in the field, take care to ensure the diaphragm casing bolts are tightened to the proper
load to prevent leakage, but not crush the material. Perform the following tightening sequence with a manual torque wrench for
size 30-70 and 87 actuators.
CAUTION
Over-tightening the diaphragm casing cap screws and nuts (keys 22 and 23) can damage the diaphragm. Do not exceed 27
NSm (20 lbfSft) torque.
Note
Do not use lubricant on these bolts and nuts. Fasteners must be clean and dry.
14
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
8. Insert the cap screws (key 22), and tighten the hex nuts (key 23) in the following manner. The first four hex nuts
tightened should be diametrically opposed and 90 degrees apart. Tighten these four hex nuts to 13 NSm (10 lbfSft).
9. Tighten the remaining hex nuts in a clockwise, criss-cross pattern to 13 NSm (10 lbfSft).
10. Repeat this procedure by tightening four hex nuts, diametrically opposed and 90 degrees apart, to a torque of 27
NSm (20 lbfSft).
11. Tighten the remaining hex nuts in a clockwise, criss-cross pattern to 27 NSm (20 lbfSft).
12. After the last hex nut is tightened to 27 NSm (20 lbfSft), all of the hex nuts should be tightened again to 27 NSm
(20 lbfSft) in a circular pattern around the bolt circle.
13. Once completed, no more tightening is recommended.
14. Mount the actuator on the valve following the procedures in the Installation section.
Side-Mounted Handwheel for Sizes 34 through 60 Actuators
A side-mounted handwheel assembly (figures 11 and 12) is normally used as a manual actuator for sizes 34 through 60
actuators. Turning the handwheel counter-clockwise past the neutral position opens the valve. Two levers (key 146,
figure 11) on a handwheel assembly operate the valve by moving the valve stem.
Instructions are given below for complete disassembly and assembly. Perform the disassembly only as far as necessary
to accomplish the required maintenance; then begin the assembly at the appropriate step.
Disassembly for Side-Mounted Handwheel (Size 34-60)
1. If desired, the handwheel assembly can be removed from the actuator yoke. To do this, remove the hex nuts (keys
147 and 170) from the U-bolts (keys 166 and 143) that hold the assembly to the yoke for the size 34 and size 40.
Remove the hex nuts (keys 144 and 170) from the U­bolts (keys 166 and 143) that hold the assembly to the yoke for
the size 45 through size 60.
2. Remove the retaining ring (key 154) and drive out the lever pivot pin (key 153).
3. Two screws (key 156) hold the right- and left-hand levers (key 146) together. Remove the screw from the top of the
levers so that the levers will drop down out of the assembly. Disassemble further, if necessary, by removing the
other screw.
4. Remove the screw (key 161) and pointer mounting bolt (key 159, not shown) located behind pointer (key 160).
5. Remove the stop nut (key 54), lockwasher (key 150), and washer (key 149). Then remove the handwheel (key 51),
being careful not to lose the small ball (key 55) and spring (key 56).
6. Loosen the locking set screw (key 168, figure 11). Then, using a suitable tool, unscrew the bearing retainer (key
136).
7. Pull the handwheel screw assembly (key 145) out of the handwheel body. The operating nut (key 132) will come
out with the screw. Also remove the bushing (key 151) on size 34 and 40.
8. If required, remove the two ball bearings (key 152), one from the bearing retainer and the other from the
handwheel body.
Assembly for Side-Mounted Handwheel (Size 34-60)
1. Pack the ball bearings (key 152) with anti-seize lubricant (key 244). Insert one bearing and the bushing (key 151)
into the handwheel body (key 142) as shown in figure 11 or 12. The bushing is not used in a handwheel assembly for
sizes 45 through 60 actuators.
2. Coat the handwheel screw assembly (key 145) threads with anti-seize lubricant (key 244), and thread the operating
nut (key 132) onto the screw. Slide the second ball bearing (key 152) onto the screw, and insert the end of the
screw into either the bushing (key 151), as shown in figure 11, or into the bearing.
3. Thread the bearing retainer (key 136) into the body (key 142). Completely tighten the bearing retainer, and then
loosen it one-quarter turn. Tighten the set screw (key 168, figure 11) to hold the bearing retainer in place.
15
657 Actuator (30-70 and 87)
Instruction Manual
November 2013
D100306X012
4. Coat the groove in the handwheel body (key 142) with lithium grease (key 241). Insert the spring (key 56) and ball
(key 55) into the handwheel (key 51). Holding the ball and spring in the handwheel, put the handwheel, the washer
(key 149), the lockwasher (key 150), and the stop nut (key 54) onto the end of the handwheel screw (key 145).
Tighten the stop nut.
5. Position the pointer mounting bolt (key 159, not shown) and pointer (key 160) as shown in figure 11 or 12. Insert
and tighten the screw (key 161).
6. Assemble the two levers (key 146) with the cap screws (key 156) for handwheel assemblies for sizes 45, 50, and 60
actuators, or with the machine screws (key 156) for handwheel assemblies on sizes 34 and 40 actuators.
7. If the handwheel assembly was removed from the yoke (key 9, figures 6, 7, or 8), remount the handjack assembly to
the yoke using the dowel pins for alignment. For the size 34 and size 40, position the U­bolts and J­Bolts (keys 166
and 143) on the yoke, and hand­tighten the hex nuts (keys 170 and 147) to hold the handwheel assembly in
position. For the size 45 through size 60, position the U­bolts (keys 166 and 143) on the yoke, and hand­tighten the
hex nuts (keys 170 and 144) to hold the handwheel assembly in position. Cap screws (key 163) should be tight
against the yoke legs to provide stability. Tighten the nuts (key 144 for the size 30 and size 40, key 158 for the size
45 through size 60). For the size 34 and size 40 finish tightening the U­bolt nuts to 81 N•m [60 lbf•ft] (key 170)
and 41 N•m [30 lbf•ft] (key 147). For the size 45 through size 60 finish tightening the U­bolt nuts to 163 N•m [120
lbf•ft] (key 170) and 41 N•m [30 lbf•ft] (key 144). Be sure the handwheel assembly remains flat against the
mounting pad and perpendicular to the yoke.
8. Position the levers (key 146) as shown in figure 11 or 12. Insert the lever pivot pin (key 153), and snap the retaining
ring (key 154) onto the lever pivot pin.
Side-Mounted Handwheel for Sizes 70 and 87 Actuators
A side-mounted handwheel assembly (figure 13) is normally used as a manual actuator for sizes 70 and 87 actuators.
Turning the handwheel counter-clockwise past the neutral position opens the valve body. A pair of sleeves (keys 34
and 46, figure 13) operates the valve by moving the valve stem.
Instructions are given below for complete disassembly and assembly. Perform the disassembly only as far as necessary
to accomplish the required maintenance; and then begin the assembly at the appropriate step.
Key numbers refer to figures 7 or 8, and 11.
Disassembly for Side-Mounted Handwheel (Size 70 & 87)
1. Bypass the control valve, reduce loading pressure to atmospheric, and remove the tubing or piping from the upper
diaphragm casing (key 1).
2. Remove cover band (key 60), and relieve spring compression by turning the spring adjuster (key 12)
counter-clockwise.
3. Remove the cap screws and casing screws and nuts (keys 22 and 23), lift off the upper diaphragm casing (key 1),
and remove the diaphragm (key 2).
4. Remove the cap screw (key 3) and the washer (key 25), then take off the diaphragm plate (key 4).
5. Remove the actuator spring (key 6), the upper sleeve (key 34), and the spring seat (key 11) from the yoke cylinder.
This exposes the needle bearing and races (keys 37 and 38).
6. Separate the halves of the stem connector assembly (key 26) by removing the two cap screws. Remove the
actuator stem (key 10).
7. Remove the travel indicator (key 14).
CAUTION
To avoid possible product damage, do not move the neutral indicator scale after completing the following step.
16
Instruction Manual
D100306X012
657 Actuator (30-70 and 87)
November 2013
8. Turn the handwheel to raise the lower sleeve (key 46) until it is free of the worm gear (key 44). Lift out the lower
sleeve and the key (key 47). DO NOT move the neutral indicator scale (key 59).
9. Loosen two set screws (key 40), then unscrew the bearing retainer flange (key 39) and the attached spring adjuster
(key 12), using a suitable tool in the open neck of the flange. Take out the gear and two needle bearings (key 42),
one on each side of the gear.
10. Remove the spring adjuster (key 12) from the bearing retainer flange (key 39). If desired, the worm shaft (key 45)
and associated parts can be disassembled to replace or lubricate them. To do so, first remove the stop nut (key 54)
and the handwheel (key 51). Do not lose the small ball (key 55) and spring (key 56).
11. Loosen the two set screws (key 41), and unscrew the front and back retainers (keys 48 and 49). The ball bearings
(key 50) will come out with the retainers. Remove the worm shaft (key 45).
Assembly for Side-Mounted Handwheel (Size 70 & 87)
1. The front and back retainers (keys 48 and 49) each have a slot in their threads for a set screw (key 41). Pack the ball
bearings (key 50) with anti-seize lubricant (key 244), and insert one ball bearing into the back retainer (key 49) as
shown in figure 13.
2. Thread the back retainer and ball bearing (keys 49 and 50) into the yoke (key 9). Align the slot in the bearing
retainer with the set screw hole in the yoke, insert the set screw (key 41), and tighten it.
3. Coat the worm shaft (key 45) threads with anti-seize lubricant (key 244), and slide the shaft into the yoke so that
the end of the shaft fits snugly into the back retainer (key 49).
4. Insert the bearing into the front retainer (key 48), and thread the retainer and ball bearing into the yoke (key 9).
Align the slot in the retainer with the hole in the yoke, insert the set screw (key 41), and tighten it.
5. Put the spring and ball (keys 56 and 55) into the handwheel (key 51). Slide the handwheel onto the worm shaft (key
45). Thread the stop nut (key 54) onto the shaft.
6. Pack the two needle bearings (key 42) and coat the worm gear (key 44) threads with anti-seize lubricant (key 244).
Insert the key (key 47), the bearings, and the gear into the yoke (key 9) as shown in figure 13.
7. Slots are cut into the threads of the bearing retainer flange (key 39). Thread the flange into the yoke (key 9) so that
the slots and the holes for the set screws (key 40) align. Insert the screws, and tighten them.
8. The lower sleeve (key 46) has milled slots in one end. Coat the sleeve threads with lithium grease (key 241), then
slide the end of the lower sleeve with the milled slots into the bearing retainer flange (key 39).
9. Turn the handwheel (key 51), and feed the sleeve through the gear so that the slot in the lower sleeve (key 46)
engages the key (key 47) in the yoke (key 9). Continue turning the handwheel until the lower sleeve protrudes 93.7
mm (3.69 inches) below the surface of the yoke. The pin in the side of the lower sleeve should line up with the
extension on the neutral indicator.
10. Slide the square end of the actuator stem (key 10) through the lower sleeve (key 46) so the stem contacts the
valve stem. Clamp both stems in the two halves of the stem connector (key 26). The stem connector should not be
closer than 3.2 mm (1/8 inches) to the lower sleeve when the actuator stem is in the retracted position. This
adjustment will provide approximately 3.2 mm (1/8 inches) of free travel of the lower sleeve in either direction for
manual operation. Fasten the stem connector halves together with the cap screws.
11. Pack the needle bearing and race (keys 37 and 38) with lithium grease (key 241), and slide the bearing onto the
spring adjuster (key 12).
12. Put the spring seat and actuator spring (keys 11 and 6) into the yoke (key 9). Slide the upper sleeve (key 34) onto
the actuator stem (key 10).
13. Put the diaphragm plate and washer (keys 4 and 25) onto the actuator stem (key 10). Insert and tighten the cap
screw (key 3) to fasten the parts together.
14. Place the diaphragm (key 2) pattern-side up onto the diaphragm plate (key 4). Align the holes in the diaphragm
and the lower diaphragm casing (key 5).
17
657 Actuator (30-70 and 87)
Instruction Manual
November 2013
D100306X012
15. Position the upper diaphragm casing (key 1) onto the diaphragm (key 2) and align the holes.
Note
When you replace actuator diaphragms in the field, take care to ensure the diaphragm casing bolts are tightened to the proper
load to prevent leakage, but not crush the material. Perform the following tightening sequence with a manual torque wrench for
size 30-70 and 87 actuators.
CAUTION
Over-tightening the diaphragm casing cap screws and nuts (keys 22 and 23) can damage the diaphragm. Do not exceed 27
NSm (20 lbfSft) torque.
Note
Do not use lubricant on these bolts and nuts. Fasteners must be clean and dry.
16. Insert the cap screws (key 22), and tighten the hex nuts (key 23) in the following manner. The first four hex nuts
tightened should be diametrically opposed and 90 degrees apart. Tighten these four hex nuts to 13 NSm (10 lbfSft).
17. Tighten the remaining hex nuts in a clockwise, criss-cross pattern to 13 NSm (10 lbfSft).
18. Repeat this procedure by tightening four hex nuts, diametrically opposed and 90 degrees apart, to a torque of 27
NSm (20 lbfSft).
19. Tighten the remaining hex nuts in a clockwise, criss-cross pattern to 27 NSm (20 lbfSft).
20. After the last hex nut is tightened to 27 NSm (20 lbfSft), all of the hex nuts should be tightened again to 27 NSm
(20 lbfSft) in a circular pattern around the bolt circle.
21. Once completed, no more tightening is recommended.
22. Mount the actuator onto the valve, following the procedures in the Installation section.
23. Return the actuator to service after completing the Loading Connection procedure in the Installation section and
the procedures in the Adjustments section.
Casing-Mounted Adjustable Travel Stops
Note
If repeated or daily manual operation is expected, the actuator should be equipped with a manual top-mounted or side-mounted
handwheel. Refer to the Top-Mounted Handwheel and Side-Mounted Handwheel sections of this instruction manual.
The casing-mounted adjustable up travel stop (figures 14 or 15) limits the actuator stroke in the upward direction. To
adjust, first relieve actuator loading pressure before removing the travel stop cap (key 187, figure 14 or 15). Loosen
the travel stop nut (key 137). Then turn the travel stop stem (key 133) clockwise into the diaphragm case to move the
actuator stem downward (or counter-clockwise to move the stem upward). Finally, tighten the travel stop nut and
replace the travel stop cap.
18
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
The adjustable down travel stop (figure 16) limits the actuator stroke in the downward direction. To adjust, first relieve
actuator loading pressure before removing the travel stop cap (key 187). Then loosen the jam nut and adjust the stop
nut (keys 189 and 54) either down on the stem to limit travel, or up on the stem to allow more travel. Lock the jam nut
against the stop nut, then replace the closing cap.
Instructions are given below for disassembly and assembly. Perform the disassembly only as far as necessary to
accomplish the required maintenance; then, begin the assembly at the appropriate step.
Key numbers are shown in figures 14, 15, and 16.
Disassembly for Casing-Mounted Travel Stop
1. Bypass the control valve. Reduce the loading pressure to atmospheric, and remove the tubing or piping from the
connection in the body (key 142).
WARNING
To avoid personal injury from the precompressed spring force thrusting the upper diaphragm casing (key 1) away from the
actuator, relieve spring compression (steps 2 and 3, below), and carefully remove casing cap screws (key 22) (step 4,
below).
2. Thread the spring adjuster (key 12) out of the yoke (key 9) until all spring compression is relieved.
Casing-Mounted Adjustable Up Travel Stops
1. Remove the travel stop cap (key 187) and loosen the travel stop nut (key 137). Rotate the travel stop stem (key
133) counter-clockwise until the travel stop assembly is no longer compressing the spring.
2. Remove the upper diaphragm casing (key 1, figures 6, 7, or 8) as outlined in the Maintenance section.
3. Remove the cap screws (keys 141) and separate the travel stop assembly from the upper casing.
4. Remove and inspect the O-rings (keys 138 and 139); replace if necessary.
5. For sizes 30 through 60, drive out the groove pin (key 140), and slide the pusher plate (key 135) off the travel stop
stem (key 133).
For sizes 70 and 87, remove the retaining screw (key 174) to inspect the thrust bearing (key 175).
Casing-Mounted Adjustable Down Travel Stops
1. Remove the travel stop cap (key 187). Unscrew the jam nut and stop nut (keys 189 and 54) until the travel stop
assembly is no longer compressing the spring. Remove the jam nut and stop nut.
2. Remove the upper diaphragm casing (key 1, figures 6, 7, or 8) as outlined in the Maintenance section.
3. Remove the cap screws (keys 141) and separate the travel stop assembly from the upper casing.
4. Remove and inspect the O-ring (keys 139); replace if necessary.
5. Loosen the stop nut (key 54), then unscrew the travel stop stem (key 133) out of the actuator stem. The lower
diaphragm plate can now be removed.
Assembly for Casing-Mounted Travel Stop
1. Reassemble the up or down travel stop in the reverse order of the disassembly steps, being sure to apply lubricant
as shown by the lubrication boxes (key 241) in figures 6, 7, 8, 14, 15, or 16, as appropriate.
2. Readjust the travel stop to obtain the appropriate restriction by following the adjustment procedures presented in
the introductory portion of the Casing-Mounted Adjustable Travel Stops section. Return the unit to operation.
19
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Parts Ordering
Each actuator has a serial number stamped on the nameplate. Always mention this number when corresponding with
your Emerson Process Management sales office regarding technical information or replacement parts. Also, reference
the complete 11-character part number of each needed part as found in the following Parts List.
WARNING
Use only genuine Fisher replacement parts. Components that are not supplied by Emerson Process Management should
not, under any circumstances, be used in any Fisher valve, because they may void your warranty, might adversely affect the
performance of the valve, and could cause personal injury and property damage.
Parts Kits
Kits for Top-Mounted Handwheels
Key
Kits for Side-Mounted
Handwheels
Key
Description
Part Number
Retrofit kit includes parts to add a side-mounted handwheel.
Size 34 push down to close
30A8778X0A2
Size 34 push down to open
30A8778X0B2
Size 40 push down to close
30A8778X0C2
Size 40 push down to open
30A8778X0D2
Size 45 & 46 push down to close
40A8779X0A2
Size 40 & 60 push down to open
40A8779X0B2
Size 50 & 60 push down to close
40A8779X0C2
Size 50 & 60 push down to open
40A8779X0D2
20
Description
Part Number
Retrofit kit includes parts to add a top-mounted handwheel. Kit 1
includes the handwheel assembly only. Kit 2 includes kit 1 and a new
diaphragm case that is required to mount the handwheel assembly.
KIT 1
Size 30
28A1205X012
Sizes 34 & 40
28A1205X022
Sizes 45, 50, & 60
28A1205X032
Sizes 70 & 87
CV8010X0032
KIT 2
Size 30
28A1205X042
Sizes 34 & 40
28A1205X052
Sizes 45 & 50
28A1205X062
Sizes 46 & 60
28A1205X072
Sizes 70 & 87
CV8010X0042
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Parts List
Key
Description
26
Stem Connector Assy, Steel Zn Pl
Sizes 30 & 34
18A1243X012
Size 34 with side mtd handwheel
1F659225142
Size 40
18A1668X012
Size 40 with side mtd handwheel
1F659125142
Sizes 45 & 46
18A1671X012
Sizes 45 & 46 w/ side mtd handwheel (SST,Stl)
2F1678000A2
Sizes 50 & 60
18A1672X012
Sizes 50 & 60 w/ side mtd handwheel (SST,Stl)
2F1672000A2
Size 70
18A1685X012
with side mtd handwheel
18A1678X012
with PMV positioner
18A1845X012
657-4 with 4 in. max. travel (SST,Stl)
21A8254X012
Size 87 (SST,Stl)
21A7469X012
Size 87 with side mtd handwheel
18A1825X012
Screw
Yoke Extension
Indicator Adaptor
Machine Screw
Washer
Pipe Bushing
Nameplate
Cap Screw
Warning label
Lubricant, Lithium Grease (not furnished with the actuator)
Caution nameplate
Note
Part numbers are shown for recommended spares only. For part
numbers not shown, contact your Emerson Process Management sales
office.
Actuator Assembly
(figures 6, 7, or 8)
Key
1
2*
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
22
23
24
25
Description
Upper Diaphragm Casing
Diaphragm
Molded nitrile/nylon
Standard construction
Size 30
Sizes 34 & 40
Sizes 45 & 50
Sizes 46 & 60
Sizes 70 & 87
With down travel stop (style 2)
Size 30
Sizes 34 & 40
Sizes 45 & 50
Sizes 46 & 60
Sizes 70 & 87
Molded silicone/polyester
Standard Construction
Size 30
Sizes 34 & 40
Sizes 45 & 50
Sizes 46 & 60
Sizes 70 & 87
Cap Screw
Diaphragm Plate
Lower Diaphragm Casing
Actuator Spring
Travel Stop Cap Screw
Cap Screw
Yoke
Actuator Stem
Spring Seat
Spring Adjuster
Lower Diaphragm Plate
Travel Indicator Disk, SST
Stem Nut
Stem Jam Nut
Self-Tapping Screw
Travel Indicator Scale
Nameplate, SST
Drive Screw
Cap Screw
Hex Nut
Twin Speed Nut
Washer
*Recommended spare parts
Part Number
2E791902202
2E670002202
2E859502202
2E859702202
2N126902202
2E800002202
2E669902202
2E859602202
2E859802202
2N130902202
18B2713X082
18B2713X092
18B2713X102
18B2713X112
18B2713X122
See following table
12B6508X0A2
28
29
30
31
32
33
61
73
238
241
249
Part Number
Top Mounted Handwheel
(figure 9 or 10)
51
54
133
134
135
137
138*
Handwheel
Stop Nut
Handwheel Stem, brass
Washer
Pusher Plate
Casing-Mounted Travel Stop Locknut
O-Ring, nitrile
Sizes 30, 34, & 40
1D237506992
Sizes 45, 46, 50, & 60
1B885506992
Sizes 70 & 87
1C415706992
139* O-Ring, nitrile
Sizes 30, 34, & 40
1D267306992
Sizes 45, 46, 50, & 60
1D547106992
Sizes 70 & 87
1D269106992
140
Groove Pin
141
Cap Screw
142
Body
169
Grease Fitting
174
Retaining Screw
175
Thrust Bearing
176
Thrust Race
241
Lubricant, Lithium Grease (not furnished with actuator)
242
Sealant, Thread-Locking (not furnished
with handwheel)
244
Lubricant, Anti-Seize (not furnished with handwheel)
246
Spacer
247
Cotter Pin
21
657 Actuator (30-70 and 87)
Figure 6. Fisher 657 Actuator Sizes 30 through 60
40A8765-C
22
Instruction Manual
D100306X012
November 2013
APPLY LUB
Instruction Manual
D100306X012
657 Actuator (30-70 and 87)
November 2013
Figure 7. Fisher 657 Size 70 Actuator
APPLY LUB
50A8768-C
23
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Figure 8. Fisher 657 Size 87 Actuator
APPLY LUB
50A8767-C
Side-Mounted Handwheel
(figure 11, 12, or 13)
Key
Description
34
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
59
60
61
132
136
Upper Sleeve
Needle Bearing
Needle Bearing Race
Bearing Retainer Flange
Set Screw
Set Screw
Needle Bearing
Needle Bearing Race
Worm Gear
Worm Shaft
Lower Sleeve
Key
Front Retainer
Back Retainer
Ball Bearing
Handwheel
Handgrip
Handgrip Bolt
Stop Nut
Ball
Spring
Handwheel Indicator
Cover Band Ass'y
Grease Fitting
Operating Nut
Bearing Retainer
24
Key
Description
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
166
167
168
169
170
177
178
241
244
Handwheel Body
U-Bolt
Hex Nut, pl steel
Handwheel Screw
Lever & Pin Ass'y
Hex Jam Nut
Dowel Pin
Washer
Lockwasher
Bushing
Ball Bearing
Lever Pivot Pin
Retaining Ring
Lever Spacer
Screw
Lockwasher
Hex Nut
Pointer Mounting Bolt
Pointer
Screw
Indicator Plate
Cap Screw
U-Bolt
Guide Bolt
Set Screw
Grease Fitting
Hex Nut
Spring Cap
Machine Screw
Lubricant, Lithium Grease (not furnished with handwheel)
Lubricant, Anti-Seize (not furnished with handwheel)
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
Figure 9. Top-Mounted Handwheel Assembly for Size
30 through 60 Actuators
November 2013
Figure 10. Top-Mounted Handwheel Assembly for
Sizes 70 through 87 Actuators
APPLY LUB/SEALANT
NOTES:
THE TOP MOUNTED HANDWHEEL IS NOT DESIGNED FOR USE UN­
DER HEAVY LOAD OR FOR FREQUENT USE.
28A1205-D
APPLY LUB/SEALANT
NOTES:
THE TOP MOUNTED HANDWHEEL IS NOT DESIGNED FOR USE UNDER
HEAVY LOAD OR FOR FREQUENT USE.
CV8010-G
25
657 Actuator (30-70 and 87)
November 2013
Figure 11. Side-Mounted Handwheel Assembly for Size 34 and 40 Actuators
APPLY LUBRICANT
30A8778-D
26
Instruction Manual
D100306X012
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Figure 12. Side-Mounted Handwheel Assembly for Size 45 and 60 Actuators
40A8779-D
APPLY LUBRICANT
27
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Figure 13. Fisher 657 Size 70 and 87 Actuators with Side-Mounted Handwheel
APPLY LUB
50A8769-D
28
SECTION A-A
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Figure 14. Casing-Mounted Adjustable Up Travel
Stop for Sizes 30 through 60 Actuators (Style 1)
Figure 15. Casing-Mounted Adjustable Up Travel
Stop for Sizes 70 and 87 Actuators (Style 1)
APPLY LUB/SEALANT
APPLY LUBRICANT
28A1206-C
CV8057-E
Casing-Mounted Adjustable Up
Travel Stops (figures 14 or 15)
Key
Description
Travel Stop Stem
Pusher Plate
Travel Stop Nut
O-Ring, nitrile
Sizes 30, 34, & 40
Sizes 45, 46, 50, & 60
Sizes 70 & 87
139* O-Ring, nitrile
Sizes 30, 34, & 40
Sizes 45, 46, 50, & 60
Sizes 70 & 87
Part Number
133
135
137
138*
*Recommended spare parts
1D237506992
1B885506992
1C415706992
1D267306992
1D547106992
1D269106992
Key
Description
Part Number
140
141
142
169
174
175
176
187
241
244
Groove Pin
Cap Screw
Body
Grease Fitting
Retaining Screw
Thrust Bearing
Thrust Bearing Race
Travel Stop Cap
Lubricant, Lithium Grease (not furnished with travel stop)
Lubricant, Anti-Seize (not furnished with handwheel)
29
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Figure 16. Casing-Mounted Adjustable Down Travel Stop for Size 30 and 40 Actuators (Style 2)
APPLY LUB
BV8054-E
Casing-Mounted Adjustable
Down Travel Stop (figure 16)
Key
Description
54
133
134
139*
Stop Nut
Travel Stop Stem
Washer
O-Ring, nitrile
Sizes 30, 34, & 40
1D267306992
Sizes 45, 46, 50, & 60
1D547106992
Sizes 70 & 87
1D269106992
Cap Screw
Body
Travel Stop Cap
Jam Nut
Lubricant, Lithium Grease (not furnished with travel stop)
141
142
187
189
241
30
Part Number
*Recommended spare parts
Instruction Manual
657 Actuator (30-70 and 87)
D100306X012
November 2013
Key 6 Actuator Spring
ACTUATOR SIZE
DIAPHRAGM
PRESSURE RANGE
Bar
Psig
TRAVEL, mm (INCHES)
11 (0.4375)
16 (0.625)
19 (0.75)
29 (1.125)
38 (1.5)
51 (2)
1E795520792
Brown (885)
1E792327092
Dark Gray (735)
-----
-----
-----
0.2-1.0
3-15
1E795327082
Light Blue
(1260)
0.4-2.0
6-30
1E795627082
White (2520)
1E795427082
Light Gray
(1770)
1E79247082
Light Green
(1470)
-----
-----
-----
0.2-1.0
3-15
1E805127082
Aluminum
(1840)
1E804927082
Yellow (1327)
1E805827082
White (1100)
1E805327092
Dark Gray (736)
1E805627092
Dark Green
(550)
-----
0.4-2.0
6-30
1E805027082
Purple (3780)
1E804827082
Light Blue
(2650)
1E805227082
Orange (2210)
1E805827082
White (1100)
-----
0.2-1.0
3-15
-----
1E826727082
Tan (2080)
1E826627082
Orange (840)
1E826927082
Dark Green
(630)
0.4-2.0
6-30
-----
1E825627082
Purple (4160)
1E826227082
Light Green
(1670)
1E826527082
Red (1260)
0.2-1.0
3-15
-----
1E825827082
Yellow (2770)
1E825727082
Brown (2500)
0.4-2.0
6-30
-----
-----
1E826027082
Bronze (5000)
19 (0.75)
29 (1.125)
38 (1.5)
30
34(1) & 40
45 & 50
1E826227082
Light Green
(1670)
1E825527082
Aluminum &
Red (3320)
46 & 60
0.2-1.0
3-15
1N127927082
Red (3360)
1N719327082
White (2240)
1N128727082
Yellow (1680)
0.4-2.0
6-30
-----
1N128127082
Brown (4475)
1N127927082
Red (3360)
70 & 87
1E805527082
Dark Blue
(1470)
1E826127082
Dark Gray
(1120)
1E826427082
Light Gray
(2240)
1E826227082
Light Green
(1670)
1E826527082
Red (1260)
1E827027082
Aluminum &
Dark Blue (935)
1E826327082
Aluminum
&Dark Green
(1870)
1E825527082
Aluminum &
Red (3320)
1E825720782
Brown (2500)
51 (2)
76 (3)
102 (4)
1N128627082
Dark Gray (840)
-----
1N128727082
Yellow (1680)
1R676027082(2)
Black (860)
1N128427082
Light Green
(1260)
1N128527082
Light Blue
(2520)
1. 29 mm (1.125 inch) and 38 mm (1.5 inch) travels available in size 40 only.
2. Diaphragm pressure range for this spring & travel combination is 0.2-2.0 bar (3-30 psig).
31
657 Actuator (30-70 and 87)
November 2013
Instruction Manual
D100306X012
Neither Emerson, Emerson Process Management, nor any of their affiliated entities assumes responsibility for the selection, use or maintenance
of any product. Responsibility for proper selection, use, and maintenance of any product remains solely with the purchaser and end user.
Fisher and easy-e are marks owned by one of the companies in the Emerson Process Management business unit of Emerson Electric Co. Emerson Process
Management, Emerson, and the Emerson logo are trademarks and service marks of Emerson Electric Co. All other marks are the property of their respective
owners.
The contents of this publication are presented for informational purposes only, and while every effort has been made to ensure their accuracy, they are not
to be construed as warranties or guarantees, express or implied, regarding the products or services described herein or their use or applicability. All sales are
governed by our terms and conditions, which are available upon request. We reserve the right to modify or improve the designs or specifications of such
products at any time without notice.
Emerson Process Management
Marshalltown, Iowa 50158 USA
Sorocaba, 18087 Brazil
Chatham, Kent ME4 4QZ UK
Dubai, United Arab Emirates
Singapore 128461 Singapore
www.Fisher.com
32
E 1983, 2013 Fisher Controls International LLC. All rights reserved.