MA40, MF41, MS40 and MS41 Series

MA40, MF41, MS40 and MS41 Series
MX4X-6XXX-20X Series
MX4X-7XXX-20X Series
SmartX Actuator/Linkage
Assemblies for Globe Valves
General Instructions
Application
The actuator/linkage assemblies are mounted onto
globe valves to control the flow of hot water, chilled
water, and steam. These assemblies are used with
1/2” through 2” (15 mm to 50 mm) VB-7000 series
two- and three-way globe valve bodies. These
assemblies may also be used with obsolete 1/2” to
1-1/4” (15 mm to 32 m m) VB-9XXX.
MX41-6153-200
Features
• Used with 2-way and 3-way globe valves in
modulating or two-position service
• Provides spring return and non-spring return
actuator control
• Flexible actuator mounting orientation
MX40-704X-20X
• Maintenance-free construction
• Quick and simple installation
• Heavy-duty steel rack and pinion construction and
sheet metal housing
• NEMA 1, NEMA Type 2 (IP 54) and NEMA Type 4
(IP 56) ratings available
MX41-6043-200
MX41-6083-200
MX40-717X-200
MX4X-707X-20X
MX4X-715X-20X
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Applicable Literature
F-Number
Description
Audience
F-26642
MA40-704X, MA4X-707X, MA4X-715X SmartX Spring
Return Two-Position Actuators General Instructions
F-26742
MA40-717X Dura Drive Series Actuators Spring Return
Direct Coupled Actuator General Instructions
F-26644
MF4X-7XX3 SmartX Spring Return Floating Actuator
General Instructions
F-26645
MS4X-7XX3 SmartX Spring Return Proportional Actuator
General Instructions
F-26748
MS40-717X SmartX Spring Return Direct Coupled
Actuator General Instructions
F-26749
MF40-7173 SmartX Spring Return Direct Coupled
Actuator General Instructions
F-27213
MF41-6043/MF41-6083 Series Non-Spring Return
Rotary 24 Vac Three-Position Control Electronic Damper
Actuators General Instructions
F-27214
MS41-6043/MS41-6083 Series Non-Spring Return
Rotary 24 Vac Modulating Control 0 to 10 Vdc Electronic
Damper Actuators General Instructions
F-27215
MF41-6153/MS41-6153 Series Non-spring Return
Rotary Electronic Damper Actuators General Instructions
Purpose
– Sales Personnel
– Application Engineers
– Installers
– Service Personnel
– Start-up Technicians
Describes the actuator’s features,
specifications, and possible applications.
Provides step-by-step mounting
instructions.
F-26646
MX4X-7XXX, MX40-6XXX Series SmartX Actuator
Selection Guide
– Sales Personnel
– Application Engineers
– Installers
– Service Personnel
– Start-up Technicians
Provides actuator specifications and part
number cross referencing of phased out
actuators with the new Schneider Electric
direct-coupled actuators.
F-27087
VX-2X13-5XX-9-XX and VB-2X13-500-9-XX Series
DuraLynx Ball Valve Assemblies Ball Valve Body/
Linkage Assemblies Installation Instructions
– Sales Personnel
– Application Engineers
– Installers
– Service Personnel
– Start-up Technicians
Describes the ball valve actuator/linkage
assembly’s features, specifications, and
possible applications. Provides step-bystep mounting instructions.
F-26752
VX-7000 and VX-9000 Series
MX4X-6XXX and MX4X-7XXX Series
Linked Globe Valve Assemblies
Actuator/Linkage Assemblies Selection Guide
– Sales Personnel
– Application Engineers
– Installers
– Service Personnel
– Start-up Technicians
Provides part number cross referencing of
phased out globe and ball valve
assemblies with the new Schneider
Electric direct-coupled actuators.
F-26080
EN-205 Water System Guidelines
F-13755
CA-28 Control Valve Sizing
F-11080
Valve Selection Chart Water
F-11366
Valve Selection Chart Steam (two-way valves only)
Schneider Electric F-26750-14
– Application Engineers
– Installers
– Service Personnel
– Start-up Technicians
Provides treatment guidelines for water
and steam systems.
Provides charts, equations, and diagrams
to assist in the configuration of valve
system applications. TOOL-150, valve
sizing slide rule may be purchased
separately.
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F-Number
Description
Audience
F-24380
VB-7211 Series 1/2” to 1-1/4” Union Straightway NPT
Stem Up Open, Two-Way Valves
General Instructions
F-24384
VB-7221 Series 1/2” to 1-1/4” Union Straightway NPT
Stem Up Closed, Two-Way Valves
General Instructions
F-26073
VB-7223 Series 1/2” to 2” Screwed NPT
Stem Up Closed, Two-Way Valves
General Instructions
F-26074
VB-7313 Series 1/2” to 2” Screwed NPT
Three-Way Mixing Valves
General Instructions
F-26075
VB-7213 Series 1/2” to 2” Screwed NPT
Stem Up Open, Two-Way Valves
General Instructions
F-26076
VB-7323 Series 1/2” to 2” Screwed NPT
Three-Way Diverting Valves
General Instructions
F-26077
VB-7215 Series 15 mm to 50 mm Screwed Rp
Stem Up Open, Two-Way Valves
General Instructions
F-26078
VB-7315 Series 15 mm to 50 mm Screwed Rp
Three-Way Mixing Valves
General Instructions
F-26079
VB-7225 Series 15 mm to 50 mm Screwed Rp
Stem Up Closed, Two-Way Valves
General Instructions
F-27082
AV-607 AV-609 SmartX Linkages for 2-1/2” to 6” Globe
Valves General Instructions
Schneider Electric F-26750-14
– Sales Personnel
– Application Engineers
– Installers
– Service Personnel
– Start-up Technicians
Purpose
Describes the valve’s features,
specifications, and possible applications.
Provides step-by-step mounting,
installation, and checkout instructions.
Provide step-by-step mounting,
installation, and checkout instructions
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SPECIFICATIONS
Table-1 Model Chart — Spring-Return Actuators.
Power Input
Running
Part Numbers
Voltage
60 Hz
Holding
50 Hz
VA
Watts
VA
Watts
DC
Amps
4.4
2.9
4.4
2.9
0.11
60 Hz
50 Hz
Watts
Watts
0.8
0.8
Approximate
Timing in Seconds
SPDT
@ 70 °F (21 °C)
Manual
Auxiliary
with No Load
Override
Switches
Spring
Powered
Return
Spring Return Actuators
MA40-7043-200
24 Vac ± 20%
22-30 Vdc
MA40-7043-201
MA40-7040-200
120 Vac ± 10%
MA40-7040-201
MA40-7041-200
230 Vac ± 10%
MA40-7041-201
MF40-7043-200
24 Vac ± 20%
22-30 Vdc
MF40-7043-201
MS40-7043-200
24 Vac ± 20%
22-30 Vdc
MS40-7043-201
MS40-7043-202
24 Vac ± 20%
22-30 Vdc
MS40-7043-203
MA41-7073-200d
MA41-7073-202d
MA41-7070-200
d
MA41-7070-202d
MA41-7071-200d
MA41-7071-202
d
MF41-7073-200d
MF41-7073-202d
MS41-7073-200d
MS41-7073-202d
MA41-7153-200d
MA41-7153-202d
MA41-7150-200d
MA41-7150-202
d
MA41-7151-200d
MA41-7151-202d
MF41-7153-200d
MF41-7153-202d
MS41-7153-200d
MS41-7153-202d
24 Vac ± 20%
22-30 Vdc
4.3
4.6
5.9
5.6
3.4
3.9
4.4
4.2
6.4
5.8
5.9
5.6
3.8
4.1
4.4
—
—
0.17
4.2
1.2
1.2
2.9
2.4
1.6
1.5
2.9
2.4
0.15
6.6
4.8
5.0
3.2
6.6
4.8
5.0
3.2
3.2
0.13
0.8
3.2
0.8
120 Vac ± 10%
5.6
3.6
10.7
4.2
—
1.2
2.0
230 Vac ± 10%
8.0
4.0
17.0
5.1
—
1.4
2.7
24 Vac ± 20%
22-30 Vdc
6.2
4.8
6.2
4.8
0.18
2.8
2.8
24 Vac ± 20%
22-30 Vdc
5.8
4.6
5.8
4.6
0.17
2.3
2.3
24 Vac ± 20%
22-30 Vdc
9.7
7.5
9.8
7.5
0.29
2.8
2.8
120 Vac ± 10%
10.0
8.4
11.7
8.8
—
5.0
3.6
230 Vac ± 10%
10.6
8.5
15.5
9.5
—
3.3
4.6
24 Vac ± 20%
22-30 Vdc
9.7
7.7
9.8
7.7
0.30
3.3
3.3
24 Vac ± 20%
22-30 Vdc
9.7
7.4
9.8
7.4
0.28
2.9
2.9
No
One
a
No
Oneb
No
Oneb
<50
<26
<50
<26
<50
<26
No
No
No
No
No
No
Nob
No
Onebc
No
Noc
One
bc
<130
<25
No
No
No
Nob
Oneb
No
No
Yes
Twoc
Yes
No
Twoc
<80
<40
No
Two
Yes
Yes
Yes
Yes
c
No
Twoc
No
Twoc
<195
<30
<195
<30
Yes
Yes
Yes
Yes
No
Yes
Twoc
Yes
No
Yes
Two
Yes
c
No
Twoc
<190
<30
Yes
Yes
No
Yes
Twoc
Yes
No
Yes
Twoc
Yes
Adjustable from 0 to 95° rotation (0 to 1 scale).
With plenum cable.
c
One adjustable from 25° to 85° rotation and one set to operate @ 5° fixed.
d
For models without a manual override, subsititute 40 for 41 in the part number, For example, MA41-7073-200 becomes MA40-7073-200.
a
b
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Power Input
Part Numbers
MA40-7173-200
VA
SPDT
Auxiliary
Switches
5
Manual
Override
Voltage
50/60 Hz
Runnin
Watts
Running
Holding
24 Vac ± 20%
5.13
7.4
5.1
No
No
22-30 Vdc
5.0
5.0
3.0
No
No
MA40-7170-200
120 Vac ± 10%
6.2
8.4
6.6
No
MA40-7171-200
240 Vac ± 10%
6.5
9.8
8.5
No
MF40-7173-200
Approximate Timing in
Seconds @ 70 °F (21 °C)
with No Load
Powered
162
Spring Return
72
No
No
24 Vac ± 20%
5.8
8.1
5.3
No
No
22-30 Vdc
5.7
5.7
3.6
No
No
24 Vac ± 20%
5.5
7.8
4.7
No
No
22-30 Vdc
5.0
5.6
2.5
No
No
MS40-7170-200
120 Vac ± 10%
6.4
8.5
5.2
No
MS40-7171-200
240 Vac ± 10%
7.2
10.8
9.0
No
MS40-7173-200
147
65
No
No
Table-2 Model Chart — Non-Spring Return Actuators.
Power Input
Part Numbers
SPDT
Auxiliary
Switches
Approximate Timing in
Seconds @ 70 °F (21 °C)
with No Load
Manual
Override
—
No
1.2
No
90 sec. @ 60 Hz
108 sec. @ 50 Hz
Yes
125 sec. @ 60 Hz
150 sec. @ 50 Hz
Yes
VA
Voltage
50/60 Hz
Watts
a
24 Vac +20%, -15%
2.0
2.3
MS41-6043-200a
24 Vac +20%, -15%
3.0
3.3
MF41-6083-200b
24 Vac +20%, -15%
2.0
2.3
—
No
MS41-6083-200
b
24 Vac +20%, -15%
3.0
3.3
1.2
No
MF41-6153-200c
24 Vac +20%, -15%
3.0
3.0
—
No
MS41-6153-200d
24 Vac +20%, -15%
4.0
5.0
1.2
No
MF41-6043-200
Running Holding
With plenum cable.
Minimum voltage at 90 to 130 ºF (30 to 50 ºC) 24 Vac +20%, -10%.
c
Minimum voltage at 85 to 130 ºF (29 to 50 ºC) 24 Vac +20%, -5%.
d
Minimum voltage at 85 to 130 ºF (29 to 50 ºC) 24 Vac +20%, -10%.
a
b
Table-3 Actuator/Linkage Compatibility Table
Actuator
MX41-6043
MX41-6083
Linkage (for VB-7XXX)
AV-603
MX41-6153
MX40-704X
Actuator/Linkage Assembly
MX41-6043-200
MX41-6083-200
MX41-6153-200
AV-605
MX40-704X-200
MX40-704X-502
MX40-704X-201
MX40-707X
—
MX41-707X
MX41-707X-200
MX40-707X-502
—
MX41-707X-502
MX41-707X-202
MX40-715X-200
AV-602
—
MX41-715X-200
MX41-715X-200
MX40-715X-202
—
MX41-715X-202
MX41-715X-202
MX40-717X-200
MX40-717X-200
Mx41-6153
Mx41-707x
Mx41-715x
AV-607
—
Mx40-717x
Mx41-634x
Mx41-715x
AV-609
—
Mx40-717x
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Table-4 Assembly Compatibility Chart.
Actuator Models
Non-Spring Return Series
Spring Return Series
Floating
MF41-6043
MF41-6083
MF41-6153
MF40-704Xa
MF4X-707X
MF4X-715X
MF40-717X
Proportional
MS41-6043
MS41-6083
MS41-6153
MS40-704Xa
MS4X-707X
MS4X-715X
MS40-717X
Two-Position
–
MA41-6083
MA41-6153
MA40-704Xa
MA4X-707X
MA4X-715X
MA40-717X
Actuator Torque
Rating (Min.)
35 in-lb
(4 N-m)
70 in-lb
(8 N-m)
133 in-lb
(15 N-m)
35 in-lb
(4 N-m)
60 in-lb
(7 N-m)
133 in-lb
(15 N-m)
150 in-lb
(17 N-m)
2-Way
VX-7211
VX-7213
VX-7215e
VX-7221
VX-7223
VX-7225e
3-Way Mixing
VX-7313
VX-7315e
3-Way Diverting
VX-7323
Size
Close-off Pressure (psi)bcd
1/2”
225
3/4”
225
1”
100
130
1-1/4”
60
100
1-1/2”
40
70
2”
20
40
80
250
—
—
—
250
—
—
125
180
—
75
120
200
140
50
100
140
160
25
40
80
120
—
—
Size
1/2”
225
3/4”
225
1”
100
180
250
—
—
250
—
125
180
1-1/4”
60
100
75
120
1-1/2”
40
80
140
50
80
140
160
2”
20
40
80
25
40
80
120
—
—
—
Size
1/2”
250
250
3/4”
250
250
1”
250
1-1/4”
250
1-1/2”
250
250
2”
250
250
—
250
—
250
Only the 35 lb-in actuators are applicable for retrofit on VB-9000 and older valves 1/2” through 1-1/4” (32 mm). Actuators are compatible with any valve
which can accept an AV-400 or AV-600 linkage.
b
Close-off ANSI IV (.01%) for soft seats and ANSI III for metal-to-metal seats with pressure at inlet (port A). For seat leakage ratings see “Applicable
Literature” section for the list of literature on specific valve bodies.
c
Close-off pressure ratings describe only the differential pressure which the actuator can close-off with adequate seating force. Consult valve body
specifications for other limitations.
d
On 2-way valves the rating value is the pressure difference between the inlet and outlet ports. On 3-way valves the rating applies to the pressure
difference between the inlet ports.
e
Metric thread 15 mm to 50 mm (Rp 1/2 to Rp 2).
a
Table-5 Final Assembly Configuration Chart.
Valve Assemblies
Valve Body Action
VX-721X
Assembly Start Position
Action
Valve Stem
Flow
2-Way Stem Up Open
Up
Open
A to AB Flow decreases as actuator rotates CW
VX-722X
2-Way Stem Up Closed
Up
Closed
A to AB Flow increases as actuator rotates CW
VX-731X
3-Way Mixing
Up
Flow B to AB
A to AB Flow increases as actuator rotates CW
B to AB Flow decreases as actuator rotates CW
VX-732X
3-Way Diverting
Up
Flow B to AB
B to A Flow increases as actuator rotates CW
B to AB Flow decreases as actuator rotates CW
Note: Acuator/Linkage assemblies are shipped from the factory, set for clockwise rotation
with the rack in the up position at 0 Vdc.
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ACCESSORIES
DYRF-588
AM-756
NYBA-140
YBA-519-1
NYBA-206
NYBA-161
NYBA-173
NYBA-181
“K” locknut for anti-rotation stud.
Metric conduit adaptor M20 x 1.5 to 1/2” NPT (two per package).
Open/Closed label.
Jam nut.
Anti-rotation stud for MX41-6153 actuators.
Anti-rotation stud for MX4X-704X, 707X, 715X actuators
Anti-rotation stud for MX40-6043 Series actuators
Anti-rotation stud for MX40-717X actuators.
INSTALLATION
Inspection
Required
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.
• Tools (not provided):
– Appropriate wrenches for stem extensions, packing nuts, and bracket nuts
– 3 mm hex wrench (for setscrew on MX41-6043, MX41-6083)
– 10 mm socket wrench (for shaft clamp nuts on MX41-6153, MX4X-707X, MX4X715X, MX40-717X)
– Torque wrench, range to include 55 to 216 lb-in. (see Figure‑11 through Figure‑16
for actual torque requirements of fasteners for individual actuator models)
– Pipe wrenches, two
– TOOL-37, 1-5/8 inch open-end wrench for valve mounting nut
– 5/16” open-end wrench (or TOOL-20-1) for jam nuts
– Vise grip or pliers
– Appropriate power supply (see Table‑1 on page 4 or Table‑2 on page 5 for actuator
power requirements)
• Installer must be a qualified, experienced technician
Warning:
• Disconnect power (line power) at the breaker or fuse before installation to prevent
electrical shock and 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.
Caution:
• Avoid locations where excessive moisture, corrosive fumes, or vibration is present.
• Install all two-way valves so that they close against the flow. An arrow on the valve
body or a tag indicates the proper flow direction.
• Always install three-way mixing valves with two inlets and one outlet.
• Install three-way diverting valves with one inlet and two outlets. When piped for
mixing, Cvs may differ slightly.
• Install valves with the valve stem 5° or more above the horizontal. For steam
applications, mount the actuator above the valve body at 45° from vertical. See
Figure‑18 on page 21.
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TYPICAL APPLICATION (wiring diagrams)
Figure‑1 through Figure‑9 illustrate typical wiring diagrams for actuators. See Table‑1 and
Table‑2 for model selection. Consult the actuator’s General Instructions for detailed,
actuator-specific wiring diagrams. See “Applicable Literature” on page 2.
Note:
MX40-707X-502 and MX40-715X-502 Prior to Date Code 0141 (2001, 41st Week)
Auxiliary Switch Color Codes
Different color coding was used for the auxiliary switches in these actuators, as follows:
Auxiliary Switch 1 (Prior to 0141)
Orange: Fixed auxiliary switch common (com)
Yellow: Fixed auxiliary switch normally closed (N.C.)
Violet:
Fixed auxiliary switch normally open (N.O.)
Auxiliary Switch 2 (Prior to 0141)
Orange/white:Adjustable auxiliary switch common (com)
Violet/white: Adjustable auxiliary switch normally closed (N.C.)
Yellow/white: Adjustable auxiliary switch normally open (N.O.)
Label Information
These actuators have label information that is incorrect. When replacing these units,
the auxiliary switch operation of the replacement actuator will be per the new unit’s
product label, and as shown in Figure‑1 and Figure‑2.
DC operation is applicable to these actuators. See the product label.
MX40-7043, MX4X-7073, and MX4X-7153 After Date Code 0212 (2002, 12th Week) also
MX40-7173. (After November 2007)
Line
Volts
1
Wire No. 1
Wire No. 2
24 Vac
or 22-30 Vdc
Auxiliary Switch 1
Auxiliary Switch 2
Common (1)
Hot (+DC) (2)
Grn/Yel
Wire No. S1
COM1 (S1)
Wire No. S2
Wire No. S3
N.C. (S2)
N.O. (S3)
Wire No. S4
COM2 (S4)
N.C. (S5)
Wire No. S5
Wire No. S6
MA40-7043
MA4X-7073
MA4X-7153
MA40-7173
1 Provide overload protection and disconnect as
required.
N.O. (S6)
Model
MA40-7043
MA41-7073
MA41-7153
Wire 1
L2
Black
Wire 2
L1
Red
MA40-7173
24G
Black
24H
Red
S1
S2
Org
Vio
COM1 NC1
Org
Vio
S3
S4
S5
S6
Yel
NO1 COM2
NC2
NO2
Yel Org/Wht Vio/Wht Yel/Wht
None
Figure-1 Typical Wiring Diagram for 24 Vac MA4X-7XX3 Two-Position Actuators.
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Wire No. 1
120 or
230/240
Volts
1
Wire No. 2
Auxiliary Switch 1
Auxiliary Switch 2
MA40-7040
MA4X-7070
MA4X-7150
MA40-7170
MA40-7041
MA4X-7071
MA4X-7151
MA40-7171
Common (1)
Hot (2)
Grn/Yel
Wire No. S1
COM1 (S1)
Wire No. S2
Wire No. S3
N.C. (S2)
N.O. (S3)
Wire No. S4
Wire No. S5
Wire No. S6
COM2 (S4)
N.C. (S5)
1 Provide overload protection and disconnect as
required.
N.O. (S6)
Model
MA40-7040
MA41-7070
MA41-7150
Wire 1
L2
White
Wire 2
-
MA40-7170
L2
White
L1
Black
Wire 1
Wire 2
Model
MA40-7041
MA41-7071
MA41-7151
MA40-7171
L1
Black
S2
Vio
COM1 NC1
Org
Vio
S3
S4
S5
S6
Yel
NO1 COM2
NC2
NO2
Yel Org/Wht Vio/Wht Yel/Wht
None
L2
L1
Blue
Brown
L2
L1
Brown
Blue
S1
Org
S1
S2
COM1 NC1
Org
Vio
S3
S4
S5
S6
NO1
COM2
NC1
NO1
Yel Org/Wht Vio/Wht Yel/Wht
None
Figure-2 Typical Wiring Diagram for 120 Vac MA4X-7XXX, and 230/240 Vac MA4X-7XXX Two Position Actuators.
24 Vac
1 Transformer
or 22-30 Vdc
24 Vac
Line
Volts
Red
2
(+DC)
Violet
CW (6)
Orange
CCW (7)
Neut
Feedback Potentiometer
1 Provide overload protection
and disconnect as required.
(1)
MF41-6043
MF41-6083
Earth Ground isolating class 2
Transformer.
2
P1(a) Feedback 0-100% P1 - P2, Black
P2 (b) Feedback Common, Black
Actuators are provided with
color coded wires. Wire
numbers are provided for
reference.
1000
P3 (c ) Feedback 100 to 0% P3- P2, Black
Auxilary Switch 1
MF40-6043-202
S1(Q11) Common, Black
S2 (Q12) N.C., Black
S3 (Q14)N.O., Black
Auxilary Switch 2
MF40-6043-202
S4 (Q21) Common, Black
S5 (Q22) N.C., Black
S6 (Q24) N.O., Black
Figure-3 Typical Wiring Diagram for MF41-6043 and MF41-6083 Floating Actuators.
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24 Vac
1 Transformer
or 22-30 Vdc
Red
Violet
Line
Volts
2
1 Provide overload protection
and disconnect as required.
L1 Common (1)
CW (6)
MF41-6153
2
Actuators are provided with
color coded wires. Wire
numbers are provided for
reference.
CCW (7)
Orange
Figure-4 Typical Wiring Diagram for MF41-6153 Floating Actuators.
24 Vac
1 Transformer
or 22-30 Vdc
Line
Volts
1 Provide overload protection
and disconnect as required.
Black
Red
L2 Common
L1 Hot
Blue
DO
Yel/Blk
DC
MF4X-704X
MF4X-707X
MF4X-715X
2 Actuators may be connected
in parallel.
2
Figure-5 Typical Wiring Diagram for MF4X-704X, MF4X-707X, and MF4X-715X Floating Actuators.
24 Vac
1 Transformer
or 22-30 Vdc
Black
Line
Volts
Red
24G (DC-)
24H (DC+)
Blue
4
CW
4
Yellow/Black
CCW
Green/Yellow
GRD
1
MF40-7173
Provide overload protection and
disconnect as required.
2
Actuators may be connected in
parallel.
2
3
Keep CCW and CW drive signal
wiring less than 30 meters in
length to meet CE requirements.
4
As viewed from "L" side.
3
Figure-6 Typical Wiring Diagram for MF40-7173 Floating Actuators.
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24 Vac
1 Transformer
or 22-30 Vdc
Line
Volts
Position Indication
3
1
2
Supply, Red (+DC)
8
Input, 0 to 10 V, Gray
9
Output, 0 to 10 V, Pink
Neutral, Black
Auxilary Switch 1
MS41-60X3-221
& MS41-60X3-202
S1 Common, Black
S2 N.C., Black
S3 N.O., Black
Auxilary Switch 2
MS41-60X3-221
& MS41-60X3-202
S4 Common, Black
S5 N.C., Black
S6 N.O., Black
1 Provide overload protection and
disconnect as required.
MS41-6043
MS41-6083
MS41-6153
2
2
Actuators are provided with
color coded wires.
3
Auxiliary switches are not
available on MS41-6153.
Figure-7 Typical Wiring Diagram for MS41-6043, MS41-6083, and MS41-6153 Proportional Actuators.
24 Vac
1 Transformer
or 22-30 Vdc
Common, Black
Wire No. 1
Wire No. 2
Line
Volts
MS4X-704X
MS4X-707X
MS4X-715X
Hot, Red (+DC)
Grey
Control Signal:
(-)
2-10 VDC MS4X-7XXX(-50X)
6-9 VDC MS40-7043-MP (5) (+)
Feedback Signal:
2-10 VDC MS4X-7XXX(-50X)
Auxiliary Power:
+20 VDC MS40-7043-MP(5)
Wire No. 3 Y1
Input, 2 to 10 V, Yel/Blk
3
R or L
4
(side)
(-)
(+)
R
Wire No. 4
1
Provide overload
protection and disconnect
as required.
2
Only connect common
to negative (-) leg of
control circuits.
3
Actuators are provided
with color coded wires.
4
To reverse actuator
rotation, set the reversing
switch as follows:
Side + Switch = Action
L
4
U1 Output, 2 to 10 V, Blue
R
+
R
=
DA
R
+
L
=
RA
2
Figure-8 Typical Wiring Diagram for MS4X-704X, MS4X-707X, and MS4X-715X, Proportional Actuators.
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120 Vac
(MS40-7170)
or
240 Vac
(MS40-7171)
3
Wire No. 1
MS40-717X
Wire No. 2
24 Vac
Transformer 1
or 22-30 Vdc
(MS40-7173)
2 to 10 Vdc
Yellow/Black
Gray
4
Yellow/Black
AI
Blue
AO
Gray
COM
Green/Yellow
GRD
4 to 20 mA
Yellow/Black
500 Ohm
(not included)
Gray
2
1
Provide overload protection and
disconnect as required.
2
Actuators may be connected in
parallel.
3
Power wire colors:
Model
Wire No.1
Wire No.2
MS40-7170
L1
Black
L2
White
MS40-7171
L1
Brown
L2
Light Blue
MS40-7173
24H
Red
24G
Black
4
Keep AI, COM and AO wiring
less than 30 meters in length to
meet CE requirements.
Figure-9 Typical Wiring Diagram for MS40-717X Proportional Actuators.
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. 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.
– B2. 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).
– B3. 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‑6, below, to determine the assembly path for the specific actuator and valve.
Table-6 Assembly Process for Mounting Actuator and Linkage to Valve Body.
Actuator Type
Actuators with
Manual Override
Valve Type
2-Way Stem-Up Open
2-Way Stem-Up Closed
3-Way
2-Way Stem-Up Open
Spring-Return
Actuators without 2-Way Stem-Up Closeda
Manual Override 3-Waya
a
Section B
Actuators
Section A
MX41-6043, MX41-6083,
MX41-6153, MX41-707X,
MX41-715X
X
X
X
X
X
X
MX40-704X, MX40-707X,
MX40-715X, MX40-717X
Subsec B1
Subsec B2
X
X
X
X
X
Subsec B3
X
Power is required to position the actuator during assembly.
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Section A. Assembling Linkage to Valve — All Valve Types and Actuator
Models
13
1. Assemble the linkage to the valve, according to Figure‑10.
1
4
3
Loosen the anti-rotation screw
and disengage it from the slot
on the bottom of the actuator.
Raise the valve
stem to the full
up position.
Tighten the jam nuts
against each other,
using two 5/16"
open-end wrenches.
Typical Valve Body
(2-Way shown)
Linkage
8
6
7
5
L
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).
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,
and then engage
the valve mounting
nut in the linkage
adaptor.
Loosen the shaft
clamp nut(s) or set
screw and remove
the actuator from
the linkage.
Typical Actuator
(MX40-704X shown)
Orient the
linkage on the
valve as desired,
and then tighten
the valve
mounting nut
against the
linkage adaptor,
using TOOL-37.
9
Rotate the pinion
shaft CCW to raise
the rack and expose
the jam nuts.
10 Tighten the jam
nuts against the
rack, using a 5/16"
open-end wrench
on the lower jam
nut.
Figure-10 Assembling Linkage to Valve.
2. Continue the assembly process according to the following section, “Section B. Actuator
Mounting and Setup.”
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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. Actuators with Manual Override — 2-Way Valves (Stem Up Closed and Stem Up
Open) and 3-Way Valves
MX41-6043, MX-41-6083
a. Install the actuator onto the linkage and valve, and set up the assembly, according
to Figure‑11.
1
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 anti-rotation screw half
way into the slot on the bottom of
the actuator, and then tighten the
nut on the anti-rotation screw.
Slide the actuator onto the
linkage's pinion shaft.
5
Hold down the manual
override button.
Valve Stroke Down
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 3 mm
hex wrench to tighten the set screw
55 to 60 lb-in. (6.2 to 6.8 N-m).
CLOSED
Valve Stroke Up
OPEN
Optional: Affix the Open and
Closed labels to the indicator in
the appropriate positions.
Figure-11 Mounting MX41-6043 and MX-41-6083 Actuators and Setting up Actuator/Linkage/Valve Assemblies.
b. Apply power to the actuator and check the system’s operation for heating or
cooling output, in response to the control signal.
c. Proceed to ““Valve Mounting” on page 20 for instructions on installing a new valve.
If the assembled actuator/linkage is mounted onto an established valve, refer to
the wiring information in “TYPICAL APPLICATION (wiring diagrams)” on page 8.
To locate detailed instructions for a specific actuator, refer to the actuator’s
General Instructions sheet, listed in “Applicable Literature” on page 2.
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MX41-6153
a. Install the actuator onto the linkage and valve, and set up the assembly, according
to Figure‑12.
CLOSED
2
Slide the actuator onto the
linkage's pinion shaft.
OPEN
Optional: Affix the Open and
Closed labels to the indicator
in the appropriate positions.
3
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, and then use a
10 mm wrench or socket to
tighten the shaft clamp nut 7.5 to
9 lb-ft (10 to 12 N-m). Do not
over-tighten.
5
6
Slide the anti-rotation screw 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.
Position the actuator output
shaft at 10° from CCW end
of travel.
Figure-12 Mounting MX41-6153 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. Proceed to ““Valve Mounting” on page 20 for instructions on installing a new valve.
If the assembled actuator/linkage is mounted onto an established valve, refer to
the wiring information in “TYPICAL APPLICATION (wiring diagrams)” on page 8.
To locate detailed instructions for a specific actuator, refer to the actuator’s
General Instructions sheet, listed in “Applicable Literature” on page 2.
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MX41-707X, MX41-715X
a. Install the actuator onto the linkage and valve, and set up the assembly, according
to Figure‑13.
Note: The MX41‑707X and MX41‑715X actuators feature a manual override
mechanism that may be used to reposition the actuator’s output shaft. See
Figure‑20 on page 23. These actuators are shipped at +5° for valve close-off
preload. If this preload must be reset, refer to note (triangle) 2 in Figure‑20.
CLOSED
OPEN
1
Optional: Affix the Open and Closed
labels to the indicator in the appropriate
positions.
2
L
6
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).
5
Rotate the linkage's pinion
shaft CCW, to retract the rack
(stem up).
Slide the actuator, "L" side
facing out, onto the linkage's
pinion shaft.
3
R
L
Align the actuator with the
linkage.
K
LOC
4
Make sure the actuator is in
full contact with the plastic
stand-offs on the linkage.
Slide the anti-rotation screw half
way into the slot on the bottom of
the actuator, and then tighten the
nut on the anti-rotation screw.
Figure-13 Mounting MX41-707X or MX41-715X 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. Proceed to ““Valve Mounting” on page 20 for instructions on installing a new valve.
If the assembled actuator/linkage is mounted onto an established valve, refer to
the wiring information in “TYPICAL APPLICATION (wiring diagrams)” on page 8.
To locate detailed instructions for a specific actuator, refer to the actuator’s
General Instructions sheet, listed in “Applicable Literature” on page 2.
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B2. Spring-Return Actuators without Manual Override — 2-Way Valves (Stem Up
Closed and Stem Up Open)
MX40-704X, MX40-707X, MX40-715X, MX40-717X
a. Install the actuator onto the linkage and 2-way valve, and set up the assembly,
according to Figure‑14.
1
Rotate the linkage's pinion shaft to the valve open
position:
6
• Stem Up Open Valves - Rotate the pinion shaft
CCW to retract the linkage rack to the up position.
For N.O. Operation, Stem Up Open Valves
• Stem Up Closed Valves - Rotate the pinion shaft
CW to extend the linkage rack to the down position.
CLOSED
a. Verify that the linkage rack is still in the full up position.
b. Use a 10 mm wrench or socket to torque the nuts equally
on the shaft clamp(s), 8 to 10 lb-ft (11 to 14 N-m). The
actuator is now in the open position, without power.
OPEN
Optional: Affix the Open and
Closed labels to the indicator in
the appropriate positions.
2
3
4
2
For N.C. Operation, Stem Up Closed Valves
a. Power the actuator to the end of stroke (see the section,
"TYPICAL APPLICATION (wiring diagrams)". 1 2
L
L
Slide the actuator, "L" side
facing out, onto the linkage's
pinion shaft.
b. Verify that the linkage rack is still in the full down position.
c. Use a 10 mm wrench or socket to torque the nuts equally
on the shaft clamp(s), 8 to 10 lb-ft (11 to 14 N-m). The
actuator is now in the open position, at the end of stroke.
Align the actuator with the
linkage.
RR
LL
1
Slide the anti-rotation screw half
way into the slot on the bottom of
the actuator, and then tighten the
nut on the anti-rotation screw.
5
Lightly finger-tighten the two nuts on the shaft clamp(s), and
then set up the actuator and tighten the shaft clamp(s) as
follows:
Tip:
• MA40-7XXX Two-Position - When power is applied (L1, L2),
the actuator will travel to the end of stroke.
• MF40-704X, MF40-707X, MF40-715X 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.
• MF40-717X Floating Control - Connect the blue (+) lead to
the red (-) lead, and then apply power (24G & 24H) to drive
the actuator to the end of stroke.
Make sure the actuator is in
full contact with the plastic
stand-offs on the linkage.
• MS40-704X, MS40-707X, MS40-715X 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).
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.
• MS40-717X Proportional Control - Apply 10 Vdc (signal) to
the Yellow/black (+) and gray (-) leads, and then apply power
(L1, L2) to drive the actuator to the end of stroke.
Procedures Apply to
MX40-717X Also
Figure-14 Mounting Spring-Return Actuator on 2-Way Valve 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. Proceed to ““Valve Mounting” on page 20 for instructions on installing a new valve.
If the assembled actuator/linkage is mounted onto an established valve, refer to
the wiring information in “TYPICAL APPLICATION (wiring diagrams)” on page 8.
To locate detailed instructions for a specific actuator, refer to the actuator’s
General Instructions sheet, listed in “Applicable Literature” on page 2.
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B3. Spring-Return Actuators without Manual Override — 3-Way Valves
MX40‑704X, MX40-707X, MX40-715X
a. Install the actuator onto the linkage and 3-way valve, and set up the assembly,
according to Figure‑15.
1
Rotate the linkage's pinion shaft
CCW, to retract the rack (stem up).
CLOSED
2
Slide the actuator, "L" side
facing out, onto the linkage's
pinion shaft.
4
Make sure the actuator is in
full contact with the plastic
stand-offs on the linkage.
5
3
1
3
Optional: Affix the Open and
Closed labels to the indicator
in the appropriate positions.
L
Holding the actuator at the 10°
R
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).
1-1/8" or 1-3/8"
L
L
R
L
LOCK
Align the actuator with the
mounting plate, then rotate it 10°
CW. 10° may be estimated by
measuring the actuator's
movement at the anti-rotation slot's
centerline:
MX40-704X = 1-1/8"
MX40-707X, MX40-715X = 1-3/8"
1
OPEN
1-3/8" or 1-5/8"
Open-End Wrench
2
2
1-3/8" or 1-5/8"
2
2
MX40-704X, MX40-707X and
MX40-715X actuators are
shipped at the end of stroke,
without preload.
Tip: An open-end wrench can be used to measure the
amount of rotation (measured between opposite sides
of the slot):
MX40-704X = 1-3/8" wrench
MX40-707X, MX40-715X = 1-5/8" wrench (TOOL-37)
10°
6
Tip:
• MA40-704X, MA40-707X, MA40-715X Two-Position When power is applied (L1, L2), the actuator will travel
to the end of stroke.
• MF40-704X, MF40-707X, MF40-715X 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, MS40-707X, MS40-715X 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).
Apply power to the actuator to rotate it CCW into alignment with
the mounting plate, and then slide the anti-rotation screw halfway
into the slot on the bottom of the actuator. Tighten the nut on the
anti-rotation screw. 3
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.
Figure-15 Mounting MX40-704X, MX40-707X, MX40-715X 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. Proceed to ““Valve Mounting” on page 20 for instructions on installing a new valve.
If the assembled actuator/linkage is mounted onto an established valve, refer to
the wiring information in “TYPICAL APPLICATION (wiring diagrams)” on page 8.
To locate detailed instructions for a specific actuator, refer to the actuator’s
General Instructions sheet, listed in “Applicable Literature” on page 2.
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MX40-717X
a. Install the actuator onto the linkage and 3-way valve, and set up the assembly,
according to Figure‑16.
5
1
Holding the actuator at the 10° position, use a 10 mm
wrench or socket to tighten the two nuts equally on
the shaft clamps, 8 to 10 lb-ft (11 to 14 N-m).
Rotate the linkage's pinion
shaft CCW, to retract the rack
(stem up).
4
L
2
Make sure the actuator is in full
contact with the plastic stand-offs on
the linkage.
Slide the actuator, "L" side
facing out, onto the linkage's
pinion shaft.
CLOSED
OPEN
Optional: Affix the Open and
Closed labels to the indicator
in the appropriate positions.
1-3/8"
3
1
1
TOOL-37
Align the actuator with the linkage,
then rotate it 10° CW. Note that 1-3/8"
movement at the anti-rotation slot
(measured at the slot's centerline) is
sufficiently equal to 10°.
1-5/8" Open-End
Wrench 2
2
1-5/8"
2
2
MX40-717X actuators
are shipped at the end of
stroke, without preload.
Tip: A 1-5/8" open-end wrench can be used to
measure the amount of rotation (measured
between opposite sides of the slot).
10°
6
3
Tip:
• MA40-717X Two-Position - When power is applied (L1, L2),
the actuator will travel to the end of stroke.
• MF40-717X Floating Control - Connect the blue (+) lead to
the red (-) lead, and then apply power (24G & 24H) to drive
the actuator to the end of stroke.
• MS40-717X Proportional Control - Apply 10 Vdc (signal) to
the yellow/black (+) and gray (-) leads, and then apply
power (L1, L2) to drive the actuator to the end of stroke.
Apply power to the actuator to rotate it CCW into alignment
with the mounting plate, and then slide the anti-rotation
screw halfway into the slot on the bottom of the actuator.
Tighten the nut on the anti-rotation screw. 3
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.
Figure-16 Mounting MX40-717X 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. Proceed to ““Valve Mounting” on page 20 for instructions on installing a new valve.
If the assembled actuator/linkage is mounted onto an established valve, refer to
the wiring information in “TYPICAL APPLICATION (wiring diagrams)” on page 8.
To locate detailed instructions for a specific actuator, refer to the actuator’s
General Instructions sheet, listed in “Applicable Literature” on page 2.
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Valve Mounting
The valve should be mounted in a weather-protected area, in a location that is within the
ambient temperature limits of the actuator. The installation of the actuator assembly should
provide clearance on all sides to allow for any maintenance that may be needed.
1. Following general piping practices is recommended.
2. Apply pipe sealant sparingly to all but the last two threads of a properly threaded,
reamed, and cleaned pipe. Make sure the pipe chips, scale, etc. do not get into the pipe
since this material may lodge in the valve seat and prevent proper closing and opening
of the valve. The valve must be piped with an inlet and an outlet.
3. Start the joint hand-threading the pipe into the valve. If the thread alignment feels normal,
continue to turn the pipe by hand as far as it will go.
4. Use a pipe wrench to fully tighten the pipe to the valve.
Caution: Do not over-tighten the pipe, which may cause stripped threads. Avoid twisting or
crushing the valve while tightening the pipe.
5. Insulate only the valve body.
6. In chilled or cold water systems where the environment is humid, use a drip pan under
the valve to catch condensate.
Caution:
• Do not insulate the actuator/linkage. Doing so will result in excess heat buildup within
the actuator.
• The globe valve assembly must be mounted so that the actuator is at least 5° above the
horizontal (Figure‑17) to ensure that any condensate that forms will not travel into the
linkage or actuator.
• On steam applications, the globe valve assembly must be mounted at 45° from vertical
(Figure‑18).
0°
Mounting Angle Range for
Non-steam Applications
85°
1
1 For non-steam applications the valve
assembly must be mounted in the piping at
an angle of 85° or less (either side).
Figure-17 Typical Mounting Position.
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0°
45° Mounting Angle
For Steam Applications
L
R
L
2
1
1 The actuator must be mounted in the orientation
shown above.
2 For steam applications the valve assembly must be
mounted in the piping at a 45° angle (either side).
Figure-18 Steam Application Mounting Position.
Manual Override for MX41-6043, MX41-6083 and MX41-6153 Non-Spring Return Actuators
When necessary, the MX41-6XX3 actuator’s output shaft can be manually repositioned for
emergency positioning or for resetting to an alternative degree of rotation. This is done by
pressing the manual override button, which disengages the actuator’s gears so that the
output shaft is free to rotate (Figure‑19).
Caution:
• Only use manual override when the actuator drive motor is not powered.
• Engaging the manual override when the actuator is powered will cause damage to the
gears.
• Using power tools to adjust the override will cause damage to the gears.
• Avoid manually repositioning the actuator beyond its adjustable travel limit setting.
Manual Override Button
Manual Override Button
MX41-6043
MX41-6083
MX41-6153
Figure-19 Manual Override Button on MX41-6XX3 Actuators.
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Manual Emergency
Positioning
Reposition the actuator for emergency positioning as follows:
1. Disconnect power from the actuator.
2. Reposition the actuator’s output shaft:
a. Press the manual release button on the actuator housing, to disengage the gears.
b. Turn the shaft clamp assembly clockwise or counterclockwise by hand until the
pointer is set at zero or at some other required position.
c. Release the manual override button to allow the gears to re-engage.
3. When the emergency situation has been corrected, set up the actuator and linkage as
needed, according to “Section A. Assembling Linkage to Valve — All Valve Types and
Actuator Models” and “B1. Actuators with Manual Override — 2-Way Valves (Stem Up
Closed and Stem Up Open) and 3-Way Valves.”
4. Reconnect power to the actuator.
Alternate Degree of
Rotation
Reposition the actuator to an alternate degree of rotation as follows:
1. Disconnect power to actuator.
2. Loosen the shaft clamp nut or setscrew.
3. Reposition the actuator’s output shaft:
a. Press the manual release button on the actuator housing, to disengage the gears.
b. Turn the shaft clamp assembly clockwise or counterclockwise by hand until the
pointer is set at zero or at some other alternate degree of rotation.
c. Release the manual override button to allow the gears to re-engage.
4. Secure the actuator’s output shaft on the linkage’s pinion shaft by tightening the shaft
clamp nut 7.5 to 9 lb‑ft (10 to 12 N-m) or shaft clamp setscrew 55 to 60 lb‑in (6.5 to
7 N-m).
5. Reconnect power to the actuator.
Manual Override for MX41-704X and MX41‑715X Spring Return Actuators
When necessary, the MX41‑704X or MX41‑715X actuator’s output shaft can be
repositioned, using the manual override mechanism as follows:
1. Disconnect power from the actuator.
2. Crank the manual override mechanism and lock it into the override position, as shown in
Figure‑20.
3. The actuator will return to normal operation (the manual override lock will release) the
next time power is applied.
Caution:
• Only use manual override when the actuator drive motor is not powered.
• Engaging the manual override when the actuator is powered will cause damage to the
gears.
• Using power tools to adjust the override will cause damage to the gears.
• Avoid manually repositioning the actuator beyond its adjustable travel limit setting.
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1
Insert the hex wrench fully
into the manual override
mechanism.
Manual Override
Mechanism
1 2
L
2
Unlock the manual override, using the
hex wrench. To do this, turn, then
release, the hex wrench approximately
5° CW, to "jog" the mechanism and
release the manual override preset.
R
L
K
LOC
R
L
K
LOC
3
1
2
When finished, lock the
manual override by turning
the screwdriver CW (in the
direction of the arrow).
MX41-707X and MX41-715X actuators are shipped at +5° to
provide proper valve preload. When necessary, the manual
override mechanism may be used to reposition the actuator at any
point between -5° and 85°. This mechanism is accessible on both
sides of the actuator and can be used to ensure tight close-offs for
valves.
If the rotation indicator is not pointing to +5°, the proper actuator
preload is not set. Unlock the actuator according to steps 1 and 2,
and then rotate the hex wrench one full turn (approximately 10°) so
that the actuator indicator is at +5°. When finished cranking, lock
the manual override according to step 3. The lock will release the
next time the actuator is powered.
Lock
When using the manual override mechanism:
• Fully engage the hex wrench in the manual
override before cranking.
• When operating the manual override, ensure
proper release by backing off 5° from the full
open mechanical stop.
Caution: Do not use the manual override while
a unit is powered, or when units are mounted in
tandem.
Figure-20 Manual Override on MX41‑704X or MX41‑715X Spring Return Actuators
CHECKOUT
1. Checkout the operation of the valve/actuator/linkage assembly:
a. Power the actuator and run the valve to the stem down position. The valve stem
should operate smoothly. At the stem down position, the valve should shut off
tightly or fully open, depending on the valve body style. See Table‑5 on page 6.
b. For spring-return actuators, allow the actuator to spring-return to the stem up
position. For non-spring return actuators, power the actuator to the stem up
position. The valve stem should operate smoothly. At the stem up position, the
valve should be in its full open or closed position, depending on the valve body
style.
2. Ensure that the valve seats before the actuator reaches the end of its stroke.
Note: 3-way valves must seat before the actuator reaches either end of stroke. If this
does not occur, proper close-off may not be achieved. Return to the “Mounting” section
and repeat the appropriate procedure.
3. If the valve stem does not operate smoothly, the valve may have been twisted or crushed
during installation, or the stem may have been bent from rough handling. These
conditions may require that the valve be replaced.
4. With the piping under pressure, check the valve body and the connections for leaks.
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THEORY OF OPERATION
The actuator/linkage assembly offers a rack and pinion design that converts the rotary
motion output of the actuator into linear motion, in order to operate 1/2” to 2” (15 mm to
50 mm) VB‑7000, obsolete 1/2” to 1-1/4” (15 mm to 32 mm) VB‑9000, and older globe
style valves.
The unit is designed to furnish the specified actuator torque in both actuator drive
directions, to fully close off the valve against the flow. The rack and pinion design also
provides uniform force and timing over the entire valve stroke.
MAINTENANCE
The actuator/linkage requires no maintenance. Regular maintenance of the total
system is recommended to assure sustained optimum performance.
Water and Steam
System Maintenance
All heating and cooling systems are susceptible to valve and system problems caused
by improper water treatment and system storage procedures. The information in this
section is provided to help avoid valve and water system problems resulting from
improperly treated water or incorrect storage procedures, and to obtain maximum life
from Schneider Electric valves.
The durability of valve stems and valve packing depends on the maintenance of
nondamaging water conditions. Inadequate water treatment or filtration that is not in
accordance with chemical supplier/ASHRAE handbook recommendations, can result
in the formation of corrosion, scale, and abrasive particles. Scale and particulates can
cause scratches in valve stems and packing, and can adversely affect the life of the
valve packing and other parts of the hydronic system.
To maintain safe conditions, clean the system prior to start-up, using a nitrite or
molybdate based treatment program. Use filtration equipment where needed. Properly
store off-line systems and monitor water treatment results, using corrosion test
coupons.
Follow the advice of a water treatment professional. For further details, consult EN-205
Water and Steam System Guidelines, Engineering Information, F-26080.
None. Replace an inoperative actuator/linkage assembly with a functional unit.
© 2014 Schneider Electric. All rights reserved.
FIELD REPAIR
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