M400A (VB), M800A (VB), M1500A (VB)
Schneider Electric Non-Spring Return
Forta Globe Valve
Actuators and Assemblies
General Instructions
APPLICATION
Forta M400A (VB) / M800A (VB) /M1500A (VB) series Non-Spring Return linear actuators are available in two styles, U-Bolt Mount style,
mounts to Schneider Electric globe valves with AV-821 linkage kits
for mounting to VB-7xxx valves or AV-822 for mounting to VB-8xxx,
or VB-9313-0-5-xx valves. Screw Mount style, screws directly to the
bonnet nut on VB-7xxx valves (no adapter required).
Applications include chilled or hot water and steam. Field selectable input signals include reverse and direct acting, Floating or
Proportional 0-10, 2- 10 vdc or 4-20 ma with 500 ohm resistor
(supplied) plus proportional sequencing input signal ranges.
FEATURES
•
•
•
•
•
•
•
•
•
•
•
•
•
Two Mounting Styles, U-Bolt Mx00A or Screw Mx00A-VB
Floating configuration controlled by a SPDT floating controllers
Proportional configuration 0-10, 2-10 vdc or 4-20 mA with the
addition of a 500 ohm resistor included
Direct/Reverse action switch selectable
90 lbf (400N) linear force
180 lbf (800N) linear force
337 lbf (1500N) linear force
24 Vac or 24 Vdc Powered
Die-cast housing with plenum rated plastic cover for NEMA 2
(IP54 vertical mount only) applications
Manual override to allow positioning of valve
Electronic valve sequencing and Electronic flow curve (equal
percentage or Linear) selection.
Torque overload protection throughout stroke
Screw Mount Style Forta (Left) and U-Bolt Style Forta (Right)
APPLICABLE LITERATURE
•
•
•
•
•
Easy “One Touch” input signal/stroke calibration
Forta/VB-7xxx Selection Guide, F-27490
Forta/VB-8xxx, VB-9xxx Selection Guide, F-27491
AV-800 Series Linkage Adapters for Competitors Valves, F-27470
AV-821 Linkage VB-7xxx, F-27701- U-Bolt Style Only
AV-822 Linkage VB-8xxx, VB-9xxx, F-27702 U-Bolt Style Only
SPECIFICATIONS
U-bolt Style
M400A
M400A-S2
M800A
M800A-S2
M1500A
M1500A-S2
Screw Mount Style
M400A-VB
M400A-S2-VB
M800A-VB
M800A-S2-VB
M1500A-VB
M1500A-S2-VB
24 Vac +- 10% 50-60 Hz
AC Power
20 - 29 Vdc 20 W
DC Power
20 - 29 Vdc 30 W
Running VA
6
15
24
Transformer Size VA
30
50
50
Floating Control
Yes
Proportional Control
0 to 10 Vdc, 2 to 10 Vdc or 4 to 20mA with 500 ohm resistor
Feedback
2 to 10 Vdc
Force
F-27599-4
90 lbf (400 N)
180 lbf (800 N)
Copyright 2011 Schneider Electric All Rights Reserved.
337 lbf (1500 N)
1
Forta
2
Globe Valve Actuators & Assemblies
SPECIFICATIONS CONTINUED
Stroke
U-Bolt style: >3/8” to 2” (9-52mm)
M800, M1500
Screw Mount Style >3/8” to 1 7/8” (9-48mm)
M800-VB, M1500 VB
U-Bolt and Screw Mount Style >3/8” to 1 1/4” (9-48mm)
M400, M400-VB
Stroke Timing
Floating: 60 or 300 sec selectable, Proportional: 15 sec @1/2” stroke
Feedback AO
2 to 10 Vdc
Half Wave
Power Supply Type
Brushless DC
Motor Type
NEMA 2 (IP 54, vertical mount only) with both conduit connectors used. NEMA 1 IP40 with one connector used.
Enclosure
Maximum 32 dba
Sound Power Level
-13 °F to 149 °F (-25 to 65 °C) ambient
Ambient Temperature Storage
122 °F (50 °C) For chilled water applications
113 °F (45°C) ambient at 281 °F (138°C) fluid temperature
107 °F (42 °C) ambient at 300 °F (149 °C) fluid temperature
100 °F (38 °C) ambient at 340 °F (171°C) fluid temperature
90°F (32°C) ambient at 366 °F (186 °C) fluid temperature
Ambient Temperature
Operational
14 ° to 150 ° F (-10 ° to 50 ° C)
Minimum Operating Temperature
15 to 95 % RH non-condensing
Ambient Humidity
Die-Cast Aluminum
Housing Material
DIMENSIONS
6.31”
(173 mm)
4.60”
(117 mm)
3” *
(79 mm)
3.235”
(82 mm)
6.38”
(132 mm)
9.53”
(242 mm)
Screw Mount
*3” (76mm) clearance above actuator recommended
to remove actuator
Tall U-Bolt Style
© 2011 Schneider Electric. All rights reserved.
MOUNTING
The actuator may be mounted
horizontally, vertically and in any position in between, but not upside down,
Please note that to maintain NEMA
2 (IP54) rating the actuator must be
mounted vertical.
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
1-888-444-1311
www.schneider-electric.com/buildings
March 2011 co
Forta
3
Globe Valve Actuators & Assemblies
FUNCTION
The actuator
The brushless DC-motor of the actuator turns a screw via a gear wheel. When the motor
receives a control signal from the controller, the screw moves in a linear motion, moving the
stem of the valve.
Control signal
The M400A (VB)/ M800A (VB)/ M1500A (VB) Series can be controlled by a SPDT floating
control, Triac source controller or a proportional input signal.
Manual operation
There is a red manual operation handle on the actuator. When it is lowered, the motor stops.
Then the actuator can be operated manually if the handle is turned.
Note: Actuator is shipped with manual override lowered (MAN). For normal operating, the
handle must be raised (AUTO).
Position feedback
M400A (VB), M800A (VB), and M1500A (VB) actuators are equipped with a 2-10 Vdc position feedback.
Red Manual
Override LeverRaised (Auto)
Red Manual
Override LeverLowered (Manual)
CONNECTIONS
1
NORM
INV
NORM
INV
D1D2
D1D2
2
3
4
5
6
7
8
9
10V
0(2)V
0(2)V
10V
AI
AI
A0
AI
Relay 1
K2
D1
D2
G
H
*
Optional Auxiliary Switch Outputs S2
K1
C
A0
A1
C
D2
D1
G
H
Relay 2
KC1
K3
K4
KC2
24 Vac
Note: For floating input signals the cables between the controller and the Forta should not
exceed 328’ (100m) (16 AWG) with the cables connected to one actuator. When installed
with 3 conductors with very long lengths (floating control), where control signal reference is connected to G, the motor current of the actuator will cause varying voltage loss in
the cable and thus in the reference level. Forta which has a highly sensitive control signal
input, will detect the varying signal and follow it, which makes it difficult for the actuator
to find a stable position.
Cable Lengths: The wires to G, H should be max of 328 ft (100m). min AWG 16, all other
proportional input signal input wires should be a max of 656 ft (200m) min AWG 20.
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
Function
Description
G
24 Vac or 24 Vdc Com
Power
H
24 Vac or +24 Vdc
Power
AI
+
Input Signal
C
-
Signal Common
D1
Floating
Extend/Retract**
D2
Floating
Extend/Retract**
AO
+
Feedback Signal
** Exact Operation will vary based on the settings of
DIP switch #1 and #7.
Please refer to the Wiring Examples for wiring instructions.
Schneider Electric
Block
1-888-444-1311
www.schneider-electric.com/buildings
March 2011 co
© 2011 Schneider Electric. All rights reserved.
* Provides 16 Vdc, 25 mA output source
Forta
4
Globe Valve Actuators & Assemblies
WIRING EXAMPLES
PROPORTIONAL CONTROL WIRING DIAGRAMS
1 2 3 4 5 6 7 8 9
Switches 2 OFF & 4 ON
2-10V
Proportional operation
Switches 2 OFF & 4 ON
4-20mA with 500 ohm resistor
Proportional operation
ON
TRANSFORMER OR DC POWER SUPPLY TO BE SIZED FOR RECOMMENDED VA
REQUIREMENTS PER CONTROLLER/ACTUATOR PRODUCT DATA SHEETS
2-10 Vdc
Feedback
Transformer
Actuator
+
G
AI
C
D1
D2
*
*
Transformer or
DC Power Supply
*
G
H
Line
Volts
H
H
G
G
Actuator
A
C
D1
Controller
G
G
G
G
Line
Volts
Transformer or
DC Power Supply
H
H
H
H
Line
Volts
*
*
*
Transformer or
DC Power Supply
D2
D2
D2
500ohm
D1
D1
-
AI
+
C
C
*
Line
Volts
Actuator
AO
H
AI
AI
Transformer
Line
Volts
AO
AO
D2
Line
Volts
AO
Controller
G
D1
Transformer or
DC Power Supply
Actuator
C
Controller
Actuator
AI
-
A
4-20mA Proportional Multiple
Actuators powered from single source.
* Provides 16 Vdc, 25mA output source
AO
+
G
500ohm
D2
D2
-
D1
D1
H
H
+
C
C
G
Transformer
Actuator
AI
AI
H
0-10/2-10Vdc Proportional Multiple
Actuators powered from single source.
* Provides 16 Vdc, 25mA output source
Line
Volts
Actuator
AO
AO
*
Line
Volts
D2
Transformer or
DC Power Supply
Transformer
Line
Volts
G
D1
Controller
Actuator
C
-
H
H
+
G
Actuator
AI
H
4-20mA Proportional Application
* Provides 16 Vdc, 25mA output source
** Optional Ground connection
AO
Transformer
Line
Volts
G
G
Line
Volts
0-10/2-10 Vdc Proportional Application
* Provides 16 Vdc, 25mA output source
** Optional Ground connection
*
Transformer or
DC Power Supply
*
Line
Volts
*
*
D2
D2
Transformer or
DC Power Supply
A
D1
Controller
*
*
D1
Controller
500 ohm
C
-
C
-
Actuator
H
AI
+
AI
G
Line
Volts
AO
H
2-10 Vdc
Feedback
Transformer
AO
Line
Volts
TRANSFORMER OR DC POWER SUPPLY TO BE SIZED FOR RECOMMENDED VA
REQUIREMENTS PER CONTROLLER/ACTUATOR PRODUCT DATA SHEETS
Transformer or
DC Power Supply
0-10/2-10Vdc Proportional Multiple
Actuators powered from separate sources.
* Provides 16 Vdc, 25mA output source
© 2011 Schneider Electric. All rights reserved.
Switches 2 & 4 OFF
0-10V
Proportional operation
OFF
OFF
OFF
ON
1 2 3 4 5 6 7 8 9
ON
1 2 3 4 5 6 7 8 9
4-20mA Proportional Multiple
Actuators powered from separate sources.
* Provides 16 Vdc, 25mA output source
A
500 ohm resistor (included w/actuator) is required.
For 4-20mA input Dip Switches 2 OFF and 4 ON
Caution: This product contains a half-wave rectifier power
supply and must not be powered off transformers used to
power other devices utilizing non-isolated full-wave rectifier
power supplies.
Relay 1
Relay 2
Refer to EN-205, Guidelines for Powering Multiple Devices from
a Common Transformer, F-26363 for detailed information
K1
K2
KC1
K3
K4
KC2
OPTIONAL S2 AUXILIARY SWITCH
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
1-888-444-1311
www.schneider-electric.com/buildings
March 2011 co
Forta
5
Globe Valve Actuators & Assemblies
FLOATING CONTROL WIRING DIAGRAMS
OFF
ON
1 2 3 4 5 6 7 8 9
Switch 2 ON for floating operation
TRANSFORMER OR DC POWER SUPPLY TO BE SIZED FOR RECOMMENDED VA REQUIREMENTS
PER CONTROLLER/ACTUATOR PRODUCT DATA SHEETS
Actuator
Actuator
2-10 Vdc
Feedback
AI
AI
Transformer
Transformer
H
D1
D1
Line
Volts
C
C
Line
Volts
AO
AO
2-10 Vdc
Feedback
C
D2
D2
*
*
Controller
Controller
G
G
H
H
Line
Volts
Transformer / DC Power Supply
TRIAC SINK Application
Two power sources
* Provides 16 Vdc, 25mA output source
TRIAC SINK Application
One power source
* Provides 16 Vdc, 25mA output source
Actuator
Actuator
AO
AO
2-10 Vdc
Feedback
2-10 Vdc
Feedback
AI
AI
Transformer
C
C
Transformer / Power Supply
D1
D1
Line
Volts
D2
D2
Line
Volts
*
*
Controller
Controller
G
G
H
H
Line
Volts
Transformer / DC Power Supply
RELAY SINK Application
One power source
* Provides 16 Vdc, 25mA output source
RELAY SINK Application
Two power sources
* Provides 16 Vdc, 25mA output source
Actuator
Transformer
H
D1
D1
Line
Volts
C
C
C
AI
H
AO
2-10 Vdc
Feedback
AI
C
D2
D2
*
*
Controller
Controller
G
G
H
H
TRIAC SOURCE Application
One power source
* Provides 16 Vdc, 25mA output source
TRIAC SOURCE Application
One power source
* Provides 16 Vdc, 25mA output source
© 2011 Schneider Electric. All rights reserved.
Transformer
Line
Volts
Actuator
AO
2-10 Vdc
Feedback
DO NOT WIRE AS SHOWN
Note:
Relay 1
Relay 2
If AC polarity cannot be determined, a
separate transformer must power each
controller and actuator.
K1
K2
KC1
K3
K4
KC2
OPTIONAL S2 AUXILIARY SWITCH
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
1-888-444-1311
www.schneider-electric.com/buildings
March 2011 co
Forta
6
Globe Valve Actuators & Assemblies
PROGRAM SWITCH SETTINGS FOR THE FORTA NON-SPRING RETURN ACTUATORS
IN
1
OUT
Proportional
2
Floating
4
2-10
0-5, 2-6
Normal
Inverse
Normal
LIN/LG
OP
9
300 sec.
8
60 sec.
7
5-10, 6-10
6
0-10
5
3
Sequence
ADJ
ON
Switch Setting
Description
Off Position1
On Position
1
Valve closing screw direction
After power up, actuator will retract fully before the
input control signal takes control. This switch will change
the proportional or floating input signal to direct or
reverse action similar to switch 7.
After power up, actuator will extend fully before the input
control signal takes control. This switch will change the
proportional or floating input signal to direct or reverse action
similar to switch 7.
2
Control mode
Proportional signal
Floating signal
3
Sequence operation2
Normal operation
SW 2 off, SW 3 on, SW 4 select base range (0-10 or 2-10) SW 5
select sequence range
4
Input voltage range
0 to 10 Vdc
2 to 10 Vdc
5
Working voltage range3
0 to 5 Vdc
or
2 to 6 Vdc
5 to 10 Vdc
or
6 to 10 Vdc
6
Running time
(floating control only)
60 sec
300 sec
7
Direction of movement
This switch will change the proportional or floating input
signal to direct or reverse action similar to switch 1.
This switch will change the proportional or floating input
signal to direct or reverse action similar to switch 1.
8
Linearization
Normal
Used to adjust the actuator’s linear or logarithmic characteristics. With this setting, the characteristics of an equally modified percentage valve can be modified to almost linear and
a linear valve can operate with “quick open” characteristics
based on the application requirements.
9
Input signal/ Stroke Calibration
Normal
Used to calibrate the input control signal and the valve
stroke. With the actuator powered, turn switch nine on, then
off. The actuator will match the control input signal to the
valve stroke. Note: Switch 9 must be in the off position for
normal operation.
1 Units are shipped with all nine switches in a default “off ” position.
2 Switch 3 must be in the off position if sequence control is not used.
3 Switch 5 is only active if switch 2 is off and switch 3 is on.
Note: For the actuator to register new settings of the switches, the supply voltage must be removed by cutting power to the actuator or
lowering the manual override lever, then change any of switches one through eight as required and then restore power to the actuator or
raise the manual override level.
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
1-888-444-1311
www.schneider-electric.com/buildings
March 2011 co
© 2011 Schneider Electric. All rights reserved.
OFF
Forta
7
Globe Valve Actuators & Assemblies
ACTUATOR VALVE SELECTION FOR THE FORTA NON-SPRING RETURN ACTUATORS
Select Valve/Actuator Combination Having Sufficient Close off for Application
Valve Bodya
Close-off Ratings, psi (kPa)
Two-Way Valves
P Code
Size
M400A (VB)
M800A (VB)
VB-7211-0-3-P
VB-7211-0-4-P
VB-7212-0-4-P
VB-7213-0-4-P
VB-7214-0-4-P
VB-7215-0-4-P
VB-7221-0-4-P
VB-7222-0-4-P
VB-7223-0-4-P
VB-7224-0-4-P
VB-7225-0-4-P
VB-7253-0-4-P
VB-7263-0-4-P
VB-7273-0-4-P
VB-7283-0-4-P
-01, -02, -03, -04
1/2”(15 mm)
250 (1712)
250 (1712)
—
-05, -06
3/4” (20 mm)
198 (1356)
250 (1712)
—
-07, -08
1” (25 mm)
92 (630)
207 (1418)
—
-09
1-1/4” (32 mm)
56 (384)
130 (890)
—
-10
1-1/2” (40 mm)
37 (253)
88 (603)
177 (1212)
-11
2” (40 mm)
19 (130)
48 (329)
98 (671)
VB-8213-0-5-Pb
VB-8223-0-5-Pb
-12, -13, -14, -15,
-16
2-1/2” to 6”
Do not use
Do not use
125 (856)
Three-Way Valves
P Code
Size
M400A (VB)
M800A (VB)
M1500A
VB-7312-0-4-P
VB-7313-0-4-P
VB-7314-0-4-P
VB-7315-0-4-P
-02, -04
1/2”(15 mm)
250 (1712)
250 (1712)
—
-06
3/4” (20 mm)
198 (1356)
250 (1712)
—
-08
1” (25 mm)
92 (630)
207 (1418)
—
-09
1-1/4” (32 mm)
56 (384)
130 (890)
—
-10
1-1/2” (40 mm)
37 (253)
88 (603)
—
19 (130)
-11
2” (40 mm)
VB-7323-0-4-P
-04, -06, -08, -09,
-10, -11
1/2” to 2”
VB-8303-0-5-Pb
-12, -13, -14, -15,
-16
2-1/2” to 6”
VB-9313-0-5-Pb
-12
-13
48 (329)
250 (1712)
M1500A (VB)
—
Do not use
Do not use
Do not use
35 (241)
2-1/2”
Do not use
29 (199)
61 (418)
3”
Do not use
19 (130)
42 (288)
-14
4”
Do not use
10 (68)
22 (151)
-15
5”
Do not use
Do not use
14 (96)
-16
6”
Do not use
Do not use
9 (62)
© 2011 Schneider Electric. All rights reserved.
a. Not all bodies are available for all port codes.
b. Requires U-Bolt mounting style.
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
1-888-444-1311
www.schneider-electric.com/buildings
March 2011 co
Forta
8
Globe Valve Actuators & Assemblies
PROGRAMMING FORTA NON-SPRING RETURN ACTUATORS
VB 72x3 and 82x3 Two-Way Globe Valve, Forta Non-Spring Return, Proportional Control Setup Reference
Valve Type
Program Switch Position
Power Up
Positiona
Input Signal Action
OFF
Retract No Flow
OFF
ON
ON
OFF
VB-x223 stem
down open
ON
VB-x213 stem up
open
Valve position at
low signal input
Switch 1
Switch 2
Switch 7
VB-x223 stem up
closed
OFF
OFF
VB-x223 stem
down open
OFF
VB-x223 stem up
closed
Desired Valve Operation
Low end of signal
input range
Feedback Signal
Action
DA
Retract No Flow
2 Vdc No Flow
10 Vdc Full Flow
Retract No Flow
RA
Extend Full Flow
10 Vdc Full Flow
2 Vdc No Flow
ON
Extend Full Flow
DA
Retract No Flow
10 Vdc No Flow
2 Vdc Full Flow
OFF
OFF
Extend Full Flow
RA
Extend Full Flow
2 Vdc Full Flow
10 Vdc No Flow
ON
OFF
ON
Extend No Flow
RA
Retract Full Flow
10 Vdc Full Flow
2 Vdc No Flow
VB-x213 stem
down closed
ON
OFF
OFF
Extend No Flow
DA
Extend No Flow
2 Vdc No Flow
10 Vdc Full Flow
VB-x213 stem up
open
OFF
OFF
OFF
Retract Full Flow
RA
Retract Full Flow
2 Vdc Full Flow
10 Vdc No Flow
VB-x213 stem
down closed
OFF
OFF
ON
Retract Full Flow
DA
Extend No Flow
10 Vdc No Flow
2 Vdc Full Flow
VB-73x3 or VB-9313 Three-Way Globe Valve, Forta Non-Spring Return, Proportional Control Setup Reference
Valve Type
Power Up Positiona
Program Switch Position
Valve position at low
signal input
Switch 1
Switch 2
Switch 7
VB-x313 stem up
Open B to AB
OFF
OFF
OFF
VB-x313 stem down
Closed B to AB
OFF
OFF
VB-x313 stem up
Open B to AB
ON
VB-x313 stem down
Closed B to AB
Desired Valve Operation
Low end of signal input
range
Feedback Signal Action
at Port B
Retract-Full Flow
B to AB
Retract-Full Flow
B to AB
2 Vdc Full Flow
10 Vdc No Flow
ON
Retract-Full Flow
B to AB
Extend-No Flow
B to AB
10 Vdc No Flow
2 Vdc Full Flow
OFF
ON
Extend-Full Flow
A to AB
Retract-Full Flow
B to AB
10 Vdc Full Flow
2 Vdc No Flow
ON
OFF
OFF
Extend-Full Flow
A to AB
Extend-No Flow
B to AB
2 Vdc No Flow
10 Vdc Full Flow
VB-7323 stem up
flow B to AB
OFF
OFF
OFF
Retract-Full Flow
B to AB
Retract-Full Flow
B to AB
2 Vdc Full Flow
10 Vdc No Flow
VB-7323 stem down
flow B to A
OFF
OFF
ON
Retract-Full Flow
B to AB
Extend-No Flow
B to AB
10 Vdc No Flow
2 Vdc Full Flow
VB-7323 stem up
flow B to AB
ON
OFF
ON
Extend-Full Flow
B to A
Retract-Full Flow
B to AB
10 Vdc Full Flow
2 Vdc No Flow
VB-7323 stem down
flow B to A
ON
OFF
OFF
Extend-Full Flow
B to A
Extend-No Flow
B to AB
2 Vdc No Flow
10 Vdc Full Flow
VB-8303 Three Way Globe Valve, Forta Non-Spring Return, Proportional Control Setup Reference
Valve Type
Program Switch Position
Valve position with
D2 powered
Switch 1
Switch 2
Switch 7
VB-8303 stem up
Open B to AB
OFF
OFF
OFF
VB-8303 stem down
Closed B to AB
OFF
OFF
VB-8303 stem up
Open B to AB
ON
VB-8303 stem down
Closed B to AB
ON
Power up
positiona
Desired Valve Operation
Low end of signal input
range
Feedback signal action
@ Port B
Retract-Full Flow
B to AB
Retract-Full Flow
B to AB
2 Vdc Full Flow
10 Vdc No Flow
ON
Retract-Full Flow
B to AB
Extend-No Flow
B to AB
10 Vdc No Flow
2 Vdc Full Flow
OFF
ON
Extend-Full Flow
A to AB
Retract-Full Flow
B to AB
10 Vdc Full Flow
2 Vdc No Flow
OFF
OFF
Extend-Full Flow
A to AB
Extend-No Flow
B to AB
2 Vdc No Flow
10 Vdc Full Flow
a. Upon power up, actuator will stroke to the power up position before the input signal takes control.
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
1-888-444-1311
www.schneider-electric.com/buildings
March 2011 co
© 2011 Schneider Electric. All rights reserved.
a. Upon power up, actuator will stroke to the power up position before the input signal takes control.
Forta
9
Globe Valve Actuators & Assemblies
VB-72x3 or VB-82x3 Two Way Globe Valve, Forta Non-Spring Return, Floating Control Setup Reference
Valve Type
Valve position with D2
powered
Program Switch Position
Switch 1
Switch 2
Switch 7
Desired Valve Operations
Power up
positiona
Power to D2
input terminal
Feedback signal
Power to D1
input terminal
Feedback signal
10 Vdc
VB-x223 stem up closed
OFF
ON
OFF
Retract-No Flow
Retract-No Flow
2 Vdc
Extend-Full Flow
VB-x223 stem down open
OFF
ON
ON
Retract-No Flow
Extend-Full Flow
10 Vdc
Retract-No Flow
2 Vdc
VB-x223 stem up closed
ON
ON
ON
Extend-Full Flow
Retract-No Flow
10 Vdc
Extend-Full Flow
2 Vdc
VB-x223 stem down open
ON
ON
OFF
Extend-Full Flow
Extend-Full Flow
2 Vdc
Retract-No Flow
10 Vdc
VB-x213 stem up open
ON
ON
ON
Extend-No Flow
Retract-Full Flow
10 Vdc
Extend-No Flow
2 Vdc
VB-x213 stem down closed
ON
ON
OFF
Extend-No Flow
Extend-No Flow
2 Vdc
Retract-Full Flow
10 Vdc
VB-x213 stem up open
OFF
ON
OFF
Retract-Full Flow
Retract-Full Flow
2 Vdc
Extend-No Flow
10 Vdc
VB-x213 stem down closed
OFF
ON
ON
Retract-Full Flow
Extend-No Flow
10 Vdc
Retract-Full Flow
2 Vdc
VB-73x3 or VB-9313 Three Way Globe Valve, Forta Non-Spring Return, Floating Control Setup Reference
Valve Type
Program Switch Position
Desired Valve Operations
Valve position with D2
powered
Switch 1
Switch 2
Switch 7
Power up
positiona
Power to D2
input terminal
Feedback signal
Power to D1
input terminal
Feedback signal
VB-x313 stem up
Open B to AB
OFF
ON
OFF
Retract-Full Flow
B to AB
Retract-Full Flow
B to AB
2 Vdc
Extend-No Flow
B to AB
10 Vdc
VB-x313 stem down
Closed B to AB
OFF
ON
ON
Retract-Full Flow
B to AB
Extend-No Flow
B to AB
10 Vdc
Retract-Full Flow
B to AB
2 Vdc
VB-x313 stem up
Open B to AB
ON
ON
OFF
Extend-Full Flow
A to AB
Extend-No Flow
B to AB
2 Vdc
Retract-Full Flow
B to AB
10 Vdc
VB-x313 stem down
Closed B to AB
ON
ON
ON
Extend-Full Flow
A to AB
Retract-Full Flow
B to AB
10 Vdc
Extend-No Flow
B to AB
2 Vdc
VB-7323 stem up
Flow B to AB
OFF
ON
OFF
Retract-Full Flow
B to AB
Retract-Full Flow
B to AB
2 Vdc
Extend-No Flow
B to AB
10 Vdc
VB-7323 stem down
Flow B to A
OFF
ON
ON
Retract-Full Flow
B to AB
Extend-No Flow
B to AB
10 Vdc
Retract-Full Flow
B to AB
2 Vdc
VB-7323 stem up
Flow B to AB
ON
ON
OFF
Extend-Full Flow
B to A
Extend-No Flow
B to AB
2 Vdc
Retract-Full Flow
B to AB
10 Vdc
VB-7323 stem down
Flow B to A
ON
ON
ON
Extend-Full Flow
B to A
Retract-Full Flow
B to AB
10 Vdc
Extend-No Flow
B to AB
2 Vdc
VB-8303 Three Way Globe Valve, Forta Non-Spring Return, Floating Control Setup Reference
Program Switch Position
Desired Valve Operations
Valve position with D2
powered
Switch 1
Switch 2
Switch 7
Power up
positiona
Power to D2
input terminal
Feedback signal
Power to D1
input terminal
Feedback signal
VB-8303 stem up
Open B to AB
OFF
ON
OFF
Retract-Full Flow
B to AB
Retract-Full Flow
B to AB
2 Vdc
Extend-No Flow
B to AB
10 Vdc
VB-8303 stem down
Closed B to AB
OFF
ON
ON
Retract-Full Flow
B to AB
Extend-No Flow
B to AB
10 Vdc
Retract-Full Flow
B to AB
2 Vdc
VB-8303 stem up
Open B to AB
ON
ON
OFF
Extend-Full Flow
A to AB
Extend-No Flow
B to AB
2 Vdc
Retract-Full Flow
B to AB
10 Vdc
VB-8303 stem down
Closed B to AB
ON
ON
ON
Extend-Full Flow
A to AB
Retract-Full Flow
B to AB
10 Vdc
Extend-No Flow
B to AB
2 Vdc
a. Upon power up, actuator will stroke to the power up position before the input signal takes control.
Note: The switch positions on pages eight and nine are the base programming configurations, in the base configurations all other switches
should be switched off. Once the base programming configuration has been set up you may wish to add additional programming features
and functions that are listed below.
DA = Full open, full flow, 10vdc output / Full closed, no flow, 2vdc output
RA = Full open, full flow, 2vdc output / Full closed, no flow 10vdc output
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
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Valve Type
Forta
10
Globe Valve Actuators & Assemblies
AUXILIARY SWITCH SETUP
Switch 1
CLOSE
OPEN
Switch 2
CLOSE
OPEN
0
% of Value Travel
10
20
30
40
60
50
70
80
90
100
With the actuator powered and being controlled by the input signal the optional auxiliary switches only transfer contacts as
follows, driving from full retract to full extend the auxiliary contacts transfer when the actuator is about 95% of full extend travel.
When the actuator drives from full extend to full retract the contacts will transfer when the actuator is about 95% of full retract travel.
Optional Auxiliary Switch Function (S2)
Example B
Example C
Example D
Program Switch 1 OFF
Powered
Retracted
Program Switch 1 ON
Powered
Extended
Program Switch 1 OFF
Powered
Retracted
Program Switch 1 ON
Powered
Extended
Closed
Open
Closed
Open
Closed
Open
Closed
X
X
X
X
KC1-K1
KC1-K2
X
X
X
KC2-K3
X
X
X
KC2-K4
X
X
Open
X
X
X
X
Floating Control or
Proportional Control
Program switches 1 off, 7 off
Program switches 1 on, 7 on
Program switches 1 off, 7 on
Program switches 1 on, 7 off
High Input Signal or
D1 Action
Extends
Extends
Retracts
Retracts
Low Input Signal or
D2 Action
Retracts
Retracts
Extends
Extends
Note: This table shows the auxiliary switch action based on the dip switch 1 and 7 settings. You should program the dip switches on the
actuator based on the application requirements, once programmed review this chart to determine the action of the auxiliary switches and
wire the switches accordingly. IF YOU CHANGE EITHER DIP SWITCH 1 or 7 TO GET A DIFFERENT CONTACT CLOSURE YOU WILL
CHANGE THE EXTEND/RETRACT MOVEMENT OF THE ACTUATOR.
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
1-888-444-1311
www.schneider-electric.com/buildings
March 2011 co
© 2011 Schneider Electric. All rights reserved.
Auxliary Switches
2- SPDT
Example A
Forta
11
Globe Valve Actuators & Assemblies
ACTUATOR INSTALLATION
U-Bolt Mount (Tall) Forta: Valve Installation
½” – 2” VB-7000
2 ½” – 6” VB-8000/9313
AV-821 (Purchase Separately)
AV-822 (Purchase Separately)
Required Tools:
Required Tools:
M-370 1 5/8” open end wrench
3/4” open end wrench
7/16” open end wrench
5/8” open end wrench
5/16” open end wrench
13 mm wrench
13 mm wrench
Pipe wrench
1. Confirm that the factory set dimension from the bottom of the
actuator linkage slot to the top of the mounting boss is 2 1/4”.
If the actuator is not set at this dimension please adjust the
actuator to obtain this 2 1/4” dimension with the Red Manual
Override Lever in the down position turn as required. Raise
Red Manual Override Lever after re-positioning.
2. Pull up the valve stem.
3. Screw the stem adapter jam nut, provided with the AV-82x,
1/2” down the valve stem threads.
4. Screw the stem adapter, provided with the AV-82x kit, on to
the valve stem to the jam nut, tighten with wrenches.
5. Install the AV-82x bonnet adapter all the way on the valve, and
tighten with appropriate wrenches.
6. Slide the goove of the stem adapter in to the actuator linkage
slot and position the actuator onto the valve aligning the
grove of the bonnet adapter with the U-Bolt mounting holes
in the actuator yoke.
7. Install the U clamp and the two 13mm U clamp mounting nuts
and tighten with the 13mm wrench.
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
Stem Adaptor
Stem Nut
Actuator Linkage Slot
Actuator Stem Height
Valve Nut
Top of the Actuator Yoke Slot
Red Manual Override Lever
Shown in Auto Position
Screw-Mount Forta
Note: Clockwise and Counter-Clockwise directional orientation in the installation instruction is
described from the underside of the actuator, not from the view above.
Red Manual Override Lever
Shown in Auto Position
Bottom of the
actuator linkage slot
Top of the
mounting boss
Stem adapter
Jam nut
Bonnet adapter
U-Bolt Forta mounted on VB-7000 valve
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Short, Threaded Forta Valves Installation on a 1/2” - 2” VB-7000: Valve
Installation
Required Tools:
M-370 1 5/8” open end wrench
7/16” open end wrench
5/16” open end wrench
1. Confirm that the factory set dimension from the bottom of the
actuator linkage slot to the top of the mounting boss is 7/8”. If
the actuator is not set at this dimension please adjust the actuator to obtain this 7/8” dimension by placing the Red Manual
Override Lever in the down position and rotating it to obtain
required position.
2. Pull up the valve stem.
3. Screw the stem adapter jam nut (provided with the actuator) to
the bottom of the valve stem threads.
4. Screw the stem adapter (provided with the actuator) all the way
on to the valve stem to the jam nut, using the 5/16” and 7/16”
open end wrenches and tighten.
5. Slide the groove of the stem adapter in to the actuator linkage
slot and position the actuator on to the valve.
6. Engage the large valve nut several turns on to the actuator yoke
by hand (the valve stem may be pushed into the valve during
this process).
To create plug and seat clearance before final assembly tightening, lower the Red Manual Override Lever and rotate clockwise
five turns (looking from the bottom of the actuator). If you skip
this step, you may have trouble getting the valve tight onto the
actuator and risk damaging internal components of the valve.
7. Fully tighten the large valve nut to the actuator yoke using the
M-370 1 5/8” open end wrench.
8. Raise the Red Manual Override Lever to allow actuator operation.
Forta
12
Globe Valve Actuators & Assemblies
GLOBE VALVE/FORTA COMPATIBILITY
Connection
Part Number
Screw-Mount
VB-7000 1/2 “ to 2” Bronze
Direct Mounted
VB-7000 1/2” to 2” Bronze Requires AV-821 Linkage
Purchased separately
VB-8000 2-1/2” to 6” Iron
Requires AV-822 Linkage
Purchased separately
VB-9313 2-1/2” to 6” 3 way
mixing Iron Requires AV-822
Linkage Purchased seperately
Yesa
—
—
—
M400A-VB
M400A-S2-VB
M800A-VB
M800A-S2-VB
M1500A-VB
M1500A-S2-VB
U-Bolt Mount
M400A
—
M400A-S2
—
M800A
—
Yesa
2 1/2 to 4” only
M800A-S2
M1500A
Yes
Yes
M1500A-S2
a. M1500A actuators should not be used on VB-7323 Three Way Diverting Valves
ELECTRICAL CONNECTIONS
The switches on the circuit board should be set before the actuator is installed. There are no other switches or potentiometers that should be
set or adjusted. Actuator travel adjustment must be set as follows upon commissioning: Actuator and valve linked, manual override lever raised
(AUTO), power on, move switch 9 (OP/ADJ) ON and then OFF. Forta closes the valve and opens it fully. The adjustment is finished by the actuator closing the valve again; the electronic circuitry then adjusts the stroke. It also scales the actuator input signal, output feedback signal, and
optional auxiliary switch outputs to match the valve’s travel. The set values are stored in the EEPROM of the actuator so that they will remain after
a loss of voltage. When the end position adjustment is complete, the actuator starts to control the valve according to the control signal.
Note: Switch 9 (OP/ADJ) must be in the off position for normal operation.
ACCESSORIES
U-Bolt Mounting Style Only (M400A, M800A, M1500A Only):
AV-821 VB-7xxx series globe valve linkage kit required for M400A, M800A, and M1500A actuator mounting. Order separately, F-27701.
AV-822 Globe valve linkage kit required for mounting M800A actuators to 2-1/2 to 4 inch VB-9313 and the M1500A actuators to either the 2-1/2”
to 6” VB-9313 series globe valves and the 2-1/2” to 6” VB-8000 series globe valves. Order separately, F-27702.
U-Bolt or Screw Mount Styles (M400A (VB)/M800A (VB)/M1500A (VB) Styles):
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
© 2011 Schneider Electric. All rights reserved.
AV-800 series globe valve adapters (competitor valves). F-27470
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March 2011 co
Forta
13
Globe Valve Actuators & Assemblies
APPROVALS
FEDERAL COMMUNICATION COMMISSION (FCC)
Note: This equipment has been tested and found to comply with the limits for class B digital device, pursuant to Part 15 of the
FCC Rules. These limits are designed to provide reasonable protection against harmful interference in residential installations.
This equipment generates, uses, and can rediate radio frequency energy and may cause harmful interference if not installed
and used in acordance with the instructions. Even when instructions are followed, there is no guarantee that interferance will
not occur in a particular setting-Which can be determined by turning the equipment off and on-the user is encouraged to try to
correct the interference by one or more of the following measures:
- Reorient or relocate the receiving antenna
- Increase the seperation between the equipment and receiver
- Connect the equipment to an outlet on a circuit different form that to which the receiver is connected
- Consult the dealer or an experienced radio/television technician for help.
CANADIAN DEPARTMENT OF COMMUNICATIONS (D0C)
Note: This class B digital apparatus meets all requirements of the Canadian Interference Causing Equipment Regulations
Cet apparel numenique de la classe respects toutes les exigences du reglement sur le material broilleur du Canada.
EUROPEAN STANDARD EN 55022
Warring: This is a class B digital (European Classification) product in a domestic environment this product may cause radio
interference in which case the user may be required to take adequate measures.
© 2011 Schneider Electric. All rights reserved.
CAUTION: Avoid locations where excessive moisture, corrosive fumes, vibration, or explosive vapors are present.
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
1-888-444-1311
www.schneider-electric.com/buildings
March 2011 co
14
Globe Valve Actuators & Assemblies
© 2011 Schneider Electric. All rights reserved.
Forta
\
Schneider Electric
F-27599-4
1354 Clifford Ave. Loves Park, IL 61111
1-888-444-1311
www.schneider-electric.com/buildings
March 2011 co