AV-611
Schneider Electric DuraDrive
Globe Valve Linkage
General Instructions
Application
The AV-611 linkage is designed to link the Schneider
Electric DuraDrive Mx41-6xx3 non-spring return and
Mx40-704x spring return actuators shown in Table-1 to
1/2" through 2" VB-7xxx and 1/2” through 1-1/4”
discontinued VB-9xxx 2-way and 3-way globe valves.
Table-1 Actuators
Actuator
MF41-6043
MS41-6043
MF41-6083
MS41-6083
MF41-6153
MS41-6153
MA40-704x
MF40-7043
MS40-7043
Descriptions
Floating 35 lb-in non-spring return
Proportional 35 lb-in non-spring return
Floating 70 lb-in non-spring return
Proportional 70 lb-in non-spring return
Floating 133 lb-in non-spring return
Proportional 133 lb-in non-spring return
Two-position 35 lb-in spring return
Floating 35 lb-in spring return
Proportional 35 lb-in spring return
Applicable Literature
• Mx41-6043, Mx41-6083 Series non-spring return
actuator General Instructions, F-27213.
• Mx41-6153 Series Non-spring return actuator
General Instructions, F-27215.
return actuator General Instructions, F-26642.
• MF40-7043, MF4x-707x, MF4x-715x Series spring
return actuator General Instructions.
• Vx-7000 & Vx-9000 Series Mx41-6xxx & Mx4x-7xxx
Series Linked Globe Valve Assemblies Selection
Guide, F-26752.
• VB-7211 Series Valve Body General Instructions,
F-24380
• VB-7212 Series Valve Body General Instructions,
F-24381.
• VB-7213 Series Valve Body General Instructions,
F-26075.
• VB-7214 Series Valve Body General Instructions,
Printed in U.S.A.
6-10
F-26077.
• VB-7221 Series Valve Body General Instructions,
F-24384.
• MA40-704x, MA4x-707x, MA4x-715x Series spring
F-25675.
• VB-7215 Series Valve Body General Instructions,
• VB-7222 Series Valve Body General Instructions,
F-24385.
• VB-7223 Series Valve Body General Instructions,
F-26073.
• VB-7224 Series Valve Body General Instructions,
F-25387.
• VB-7225 Series Valve Body General Instructions,
F-26079.
• VB-7312 Series Valve Body General Instructions,
F-24392.
• VB-7313 Series Valve Body General Instructions,
F-26074.
• VB-7314 Series Valve Body General Instructions,
F-24394.
Copyright 2010 Schneider Electric All Rights Reserved.
F-27410-3
Applicable Literature (contd)
• VB-7315 Series Valve Body General Instructions, F-26078
• VB-7323 Series Valve Body General Instructions, F-26076.
• VB-7332 Series Valve Body General Instructions, F-24396.
INSTALLATION
Inspection
Requirements
Inspect the package for damage. If damaged, notify the appropriate carrier immediately. If
undamaged, open the package and inspect the device for obvious damage. Return any
damaged products.
• Training: Installer must be a qualified, experienced technician.
• Tools (not provided):
–
–
–
–
–
–
–
–
Appropriate wrenches for stem extensions, packing nuts, and bracket nuts
10 mm socket wrench (for shaft clamp nuts on Mx41-6153 and Mx40-704x)
Torque wrench, range to include 60 to 120 lb.-in. (6.8 to 14 N-m)
Pipe wrenches, two
TOOL-37, 1-5/8 inch open-end wrench for valve mounting nut
5/16” open-end wrench for jam nuts (or TOOL-20-1 or equivalent)
Vise grip or pliers
Appropriate power supply (see the applicable actuator General Instructions sheet
for power requirements)
Warning:
• Disconnect the power supply (line power) before installation to prevent equipment
damage.
• Make all connections in accordance with the job wiring diagram and in accordance
with national and local electrical codes. Use copper conductors only.
Mounting
Allow at least 5" (127 mm) above the actuator/linkage assembly for removal and
reattachment of the actuator to the installed valve.
Assembling Actuator
and Linkage to Valve
Body
Process Overview
This assembly procedure consists of two sections:
• Section A. Assembling Linkage to Valve — All Valve Types and Actuator Models
For all actuator models and valve types (2-way and 3-way), follow the instructions in
this section to assemble the linkage to the valve.
• Section B. Actuator Mounting and Setup
In this section, choose the subsection that is appropriate for the specific actuator type
and valve type, to mount the actuator and adjust the linkage:
– B1. Mx41-6043 and Mx41-6083 Non-spring Return Actuators with Manual
Override — 2-Way (Stem Up Open, Stem Up Closed) and 3-Way Valves
– These instructions apply to actuators with manual override, to be mounted onto
2-way valves (stem up closed and stem up open) and 3-way valves
– B2. Mx41-6153 Non-Spring Return Actuators with Manual Override — 2-Way
Valves (Stem Up Closed and Stem Up Open) and 3-Way Valves
These instructions apply to actuators with manual override, to be mounted onto
2-way valves (stem up closed and stem up open) and 3-way valves.
– B3. Mx40-704x Spring Return Actuators without Manual Override — 2-Way
Valves (Stem Up Closed and Stem Up Open)
These instructions apply to spring return actuators, to be mounted onto 2-way
valves (stem up closed and stem up open).
2
Copyright 2010 Schneider Electric All Rights Reserved.
F-27410-3
– B4. Mx40-704x Spring Return Actuators without Manual Override — 3-Way
Valves
These instructions apply to spring return actuators, to be mounted onto 3-way
valves.
Refer to Table-2, below, to determine the assembly path for the specific actuator and valve.
Table-2 Assembly Process for Mounting Actuator and Linkage to Valve Body.
Actuator
Type
Section B
Valve Type
Section A
Non-spring Return 2-Way Stem-Up Open
Actuators with
2-Way Stem-Up Closed
Manual Override:
Mx41-6043
3-Way
Mx41-6083
Non-spring Return 2-Way Stem-Up Open
Actuators with
2-Way Stem-Up Closed
Manual Override:
3-Way
MX41-6153
Spring Return
Actuators without
Manual Override:
MX40-704X
a
Subsection
B1
X
X
X
X
X
X
Subsection
B2
X
X
X
X
X
X
Subsection
B3
2-Way Stem-Up Open
X
X
2-Way Stem-Up Closed a
X
X
3-Way a
X
Subsection
B4
X
Power is required to position the actuator during assembly.
Insert in
Wide Slot
Insert in
Narrow Slot
NYBA-173
Anti-Rotation Stud for
Mx41-6043, Mx41-6083
NYBA-161
Anti-Rotation Stud for
Mx40-704x
NYBA-206
Anti-Rotation Stud for
Mx41-6153
Figure-1 Anti-Rotation Studs.
F-27410-3
Copyright 2010 Schneider Electric All Rights Reserved.
3
Section A. Assembling Linkage to Valve — All Valve Types and Actuator
Models
1. If necessary, remove unused anti-rotation studs from linkage (see Figure-1 on page 3)
2. Assemble the linkage to the valve, according to Figure-2.
1
2
Locate and remove the two
jam nuts taped to the
linkage housing, then screw
the nuts to the bottom of the
valve stem (at least 1/4" of
the stem should extend
above the top nut).
3
Raise the valve
stem to the full
up position.
Tighten the jam
nuts against each
other, using two
5/16" open-end
wrenches (or
TOOL-20-1 or
equivalent).
Typical Valve Body
(2-Way shown)
4
5
6
Orient the
linkage on the
valve as desired,
and then tighten
the valve
mounting nut
against the
linkage adaptor,
using TOOL-37.
7
8
Rotate the pinion shaft
CW to fully lower the
rack, and then position
the linkage over the
valve stem.
Fully thread the
linkage rack onto
the valve stem until
it contacts the jam
nuts (do not
tighten), then
engage the valve
mounting nut in the
linkage adaptor (do
not tighten).
Rotate the pinion
shaft CCW to raise
the rack and expose
the jam nuts.
Tighten the jam
nuts against the
rack, using a 5/16"
open-end wrench
on the lower jam
nut (or TOOL-20-1
or equivalent).
Figure-2 Assembling Linkage to Valve.
3. Continue the assembly process according to the following section, “Section B. Actuator
Mounting and Setup.”
4
Copyright 2010 Schneider Electric All Rights Reserved.
F-27410-3
Section B. Actuator Mounting and Setup
To mount the actuator and set up the assembly, refer to the subsection that applies to the specific
actuator type and valve type.
B1. Mx41-6043 and Mx41-6083 Non-spring Return Actuators with Manual Override —
2-Way (Stem Up Open, Stem Up Closed) and 3-Way Valves
a.
1
Confirm that the NYBA-173 anti-rotation stud is installed in the narrow slot of the linkage
(refer to Figure-1 on page 3). Install the actuator onto the linkage and valve and set up
the assembly as shown in Figure-3.
4
Rotate the linkage's pinion shaft
CCW, to retract the rack (stem up).
3
2
Align the actuator with
the mounting plate.
Slide the actuator onto the
linkage's pinion shaft.
Slide the anti-rotation stud half
way into the slot on the bottom of
the actuator, then tighten the nut
on the anti-rotation screw.
5
Hold down the manual
override button.
Valve Stroke Down Dash Mark
6
7
Point the positioning
lever towards the
"valve stroke up" hole.
Make sure the actuator is in full
contact with the plastic stand-offs on
the linkage, and then use a 7/32"
hex wrench to tighten the set screw
55 to 60 lb-in. (6.2 to 6.8 N-m).
Valve Stroke Up Dash Mark
NYBA-173
Anti-Rotation Stud for
Mx41-6043, Mx41-6083
CLOSED
OPEN
(in narrow slot of linkage)
Optional: Affix the Open and
Closed labels to the indicator in
the appropriate positions.
Figure-3 Mounting Mx41-6043 and Mx41-6083 Actuators and Setting Up Actuator/Linkage/Valve Assembly
F-27410-3
b.
Apply power to the actuator and check the system’s operation for heating or cooling
output in response to the control signal.
c.
Refer to the appropriate actuator General Instructions sheet for actuator wiring and
application information. For valve body installation and application information, refer to
the appropriate valve body General Instructions sheet. Refer to "Applicable Literature"
on page 1.
Copyright 2010 Schneider Electric All Rights Reserved.
5
B2. Mx41-6153 Non-Spring Return Actuators with Manual Override — 2-Way Valves
(Stem Up Closed and Stem Up Open) and 3-Way Valves
a.
Confirm that the NYBA-206 anti-rotation stud is installed in the wide slot of the
linkage (refer to Figure-1 on page 3). Install the actuator onto the linkage and valve,
and set up the assembly, according to Figure-4 below.
CLOSED
2
Slide the actuator onto the
linkage's pinion shaft.
OPEN
3
Optional: Affix the Open and
Closed labels to the indicator
in the appropriate positions.
Align the actuator with
the mounting plate.
4
1
7
Rotate the linkage's pinion shaft
CCW, to retract the rack (stem up).
Make sure the actuator is in full
contact with the plastic stand-offs
on the linkage, then use an 18
mm wrench or socket to tighten
the shaft clamp nut 90 to 108 lbin (10 to 12 N-m). Do not overtighten.
5
6
Slide the anti-rotation stud half
way into the slot on the bottom of
the actuator, and then tighten the
nut on the anti-rotation screw.
Hold down the manual
override button.
NYBA-206
Anti-Rotation Stud for
Mx41-6153
(in wide slot of linkage)
Position the actuator output
shaft at 10° from CCW end
of travel.
Figure-4 Mounting Mx41-6153 and Setting up Actuator/Linkage/Valve Assembly.
6
b.
Apply power to the actuator and check the system’s operation for heating or cooling
output, in response to the control signal.
c.
Refer to the appropriate actuator General Instructions sheet for actuator wiring and
application information. For valve body installation and application information,
refer to the appropriate valve body General Instructions sheet. Refer to "Applicable
Literature" on page 1.
Copyright 2010 Schneider Electric All Rights Reserved.
F-27410-3
B3. Mx40-704x Spring Return Actuators without Manual Override — 2-Way Valves
(Stem Up Closed and Stem Up Open)
Confirm that the NYBA-161 anti-rotation stud is installed in the wide slot of the
linkage (refer to Figure-1 on page 3). Install the actuator onto the linkage and 2-way
valve, and set up the assembly, according to Figure-5 below.
L
a.
CLOSED
1
OPEN
Optional: Affix the Open and
Closed labels to the indicator
in the appropriate positions.
Rotate the linkage's pinion shaft to the
valve open position: 1
3
• Stem Up Open Valves - Rotate the
pinion shaft CCW to retract the linkage
rack to the up position.
Align the actuator with the
linkage.
4
L
• Stem Up Closed Valves - Rotate the
pinion shaft CW to extend the linkage
rack to the down position.
Slide the anti-rotation stud
half way into the slot on
the bottom of the actuator,
and then tighten the nut
on the anti-rotation screw.
2
1
2
Slide the actuator, "L" side
facing out, onto the linkage's
pinion shaft.
5
Caution: When used on a VB-9xxx or similar 1/2" to 11/4" (15 mm to 32 mm) valve body, push the valve
stem all the way down and adjust the rack to get at
least 1/32" (1 mm) clearance above the top of the
packing. Use only 35 lb-in. (4 N-m) Mx40-704x
actuators on obsolete valves. Stem or plug damage
may result from using actuators with higher output
torques.
Tip:
• MA40-704x Two-Position - When power is applied
(L1, L2), the actuator will travel to the end of stroke.
• MF40-704x Floating Control - Connect the blue lead
to the red lead, and then apply power (L1, L2) to
drive the actuator to the end of stroke.
• MS40-704x Proportional Control - Change the
reversing switch setting from direct acting (L) to
reverse acting (R),then apply power to drive the
actuator to the end of stroke. When finished, return
the switch setting to direct acting (L).
6
Make sure the actuator is in
full contact with the plastic
stand-offs on the linkage.
NYBA-161
Anti-Rotation Stud for
Mx40-704x
(in wide slot of linkage)
Lightly finger-tighten the two nuts on the shaft clamp, and
then set up the actuator and tighten the shaft clamp as
follows:
For Normally Open Operation, Stem Up Open Valves
a. Verify that the linkage rack is still in the full up position.
b. Using a 10 mm wrench or socket, torque the nuts equally
on the shaft clamp, 8 to 10 lb-ft (11 to 14 N-m). The
actuator is now in the open position, without power.
For Normally Closed Operation, Stem Up Closed Valves
a. Power the actuator to the end of stroke (see the
applicable actuator General Instructions). 2
b. Verify that the linkage rack is still in the full down position.
c. Using a 10 mm wrench or socket, torque the nuts equally
on the shaft clamp, 8 to 10 lb-ft (11 to 14 N-m). The
actuator is now in the open position, at the end of stroke.
Figure-5 Mounting Mx40-704x on 2-Way Valves and Setting up Actuator/Linkage/Valve Assembly.
F-27410-3
b.
Apply power to the actuator and check the system’s operation for heating or cooling
output, in response to the control signal.
c.
Refer to the appropriate actuator General Instructions sheet for actuator wiring and
application information. For valve body installation and application information,
refer to the appropriate valve body General Instructions sheet. Refer to "Applicable
Literature" on page 1.
Copyright 2010 Schneider Electric All Rights Reserved.
7
B4. Mx40-704x Spring Return Actuators without Manual Override — 3-Way Valves
a.
3
CLOSED
Confirm that the NYBA-161 anti-rotation stud is installed in the wide slot of the
linkage (refer to Figure-1 on page 3).Install the actuator onto the linkage and 3-way
valve, and set up the assembly, according to Figure-6 below.
Make sure the actuator is in
full contact with the plastic
stand-offs on the linkage.
5
OPEN
Optional: Affix the Open
and Closed labels to the
indicator in the appropriate
positions.
4
Holding the actuator at the 10°
position, use a 10 mm wrench or
socket to tighten the two nuts
equally on the shaft clamp, 8 to
10 lb-ft (11 to 14 N-m).
Apply power to the actuator to rotate it CCW into
alignment with the mounting plate,then slide the antirotation stud halfway into the slot on the bottom of the
actuator. Tighten the nut on the anti-rotation screw.
4
Warning: Take care not to pinch your fingers or hand
between the actuator and the mounting plate, when
powering the actuator into alignment.
Caution: When setting the valve preload, power must be
used to position the actuator. Do not manually force the
actuator into the mounting position. If forced, damage to
the pinion shaft or improper close-off may occur.
4
Tip:
• MA40-704x Two-Position - When power is
applied (L1, L2), the actuator will travel to
the end of stroke.
L
10°
1-1/8"
2
1
Slide the actuator, "L" side
facing out, onto the
linkage's pinion shaft. 1
3
Align the actuator with the 2
mounting plate, then rotate it 10°
CW. Note that 1-1/8" movement
at the anti-rotation slot (measured
at anti-rotation slot's centerline) is
sufficiently equal to 10°.
1
Caution: When used on a VB-9xxx or similar
1/2" to 1-1/4" (15 mm to 32 mm) valve body,
push the valve stem all the way down and
adjust the rack to get at least 1/32" (1 mm)
clearance above the top of the packing. Use
only 35 lb-in. (16 N-m) Mx40-704x actuators
on obsolete valves. Stem or plug damage may
result from using actuators with higher output
torques.
2
Mx40-704x actuators are shipped at the end of
stroke, without preload.
3
• MF40-704x Floating Control - Connect the
blue lead to the red lead, and then apply
power (L1, L2) to drive the actuator to the
end of stroke.
• MS40-704x Proportional Control - Change
the reversing switch setting from direct
acting (L) to reverse acting (R), and then
apply power to drive the actuator to the end
of stroke. When finished, return the switch
setting to direct acting (L).
Tip: A 1-3/8" open-end wrench can
be used to measure the amount of
rotation (approx. 10°, measured
between opposite sides of the slot).
1-3/8" Open-End
Wrench
3
1-3/8" 3
Figure-6 Mounting Mx40-704x on 3-Way Valves and Setting up Actuator/Linkage/Valve Assembly.
b.
Apply power to the actuator and check the system’s operation for heating or cooling
output, in response to the control signal.
c.
Refer to the appropriate actuator General Instructions sheet for actuator wiring and
application information (see "Applicable Literature (contd)" on page 2). For valve
body installation and application information, refer to the appropriate valve body
General Instructions sheet.
On October 1st, 2009, TAC became the Buildings business of its parent company Schneider Electric. This document reflects the visual identity of Schneider Electric,
however there remains references to TAC as a corporate brand in the body copy. As each document is updated, the body copy will be changed to reflect appropriate
corporate brand changes.
Copyright 2010, Schneider Electric
All brand names, trademarks and registered
trademarks are the property of their respective
owners. Information contained within this
document is subject to change without notice.
F-27410-3
Schneider Electric
1354 Clifford Avenue
P.O. Box 2940
Loves Park, IL 61132-2940
www.schneider-electric.com/buildings