Ball Valve Assemblies with SmartX Actuators

Ball Valve Assemblies with SmartX Actuators
1
Field Devices
Ball Valve Assemblies with SmartX Actuators
Installation Guide
Ball Valve Assemblies
The Schneider Electric VA, VF, and VS-2xx3-xxx-9-xx
series Ball Valve Assemblies are complete
actuator/valve assemblies that accept two-position,
floating, or proportional control signals from a
DDC system or a thermostat, for control of hot or
chilled water, or solutions of up to 50% glycol. They
consist of direct‑coupled, SmartX, spring return or
non‑spring return actuators mounted on 2-way (1/2”
to 3”) and 3-way (1/2” to 2”) ball valve bodies.
Typical applications include reheat on VAV boxes, fan
coil units, hot and chilled water coils in air handling
units, and unit ventilators.
Vx-2213-50x-9-xx
2-Way Assembly
with Non-Spring
Return Actuator
Vx-2313-50x-9-xx
3-Way Assembly
with Non-Spring
Return Actuator
Ball valve body/linkage assemblies allow field mounting of SmartX Actuators.
Ball Valve Assemblies with
SmartX Actuators
Vx-2xx3-xxx-9-xx series ball valve assemblies are
available with either spring return or non-spring return
SmartXTM Actuators.
VB-22x3-500-9-xx
Body/Linkage Assembly
with 2-Way Ball Valve
Vx-22x3-5xx-9-xx
2-Way Assembly with
Spring Return Actuator
Vx-22x3-8xx-9-xx
2-Way Assembly with
Mx4D Series Actuator
VB-2313-500-9-xx
Body/Linkage Assembly
with 3-Way Ball Valve
Applicable Literature
Vx-2313-5xx-9-xx
3-Way Assembly with
Spring Return Actuator
Vx-2313-8xx-9-xx
3-Way Assembly with
Mx4D Series Actuator
MA40-704x, MA4x-707x, MA4x-715x General Instructions . . . . . . . . F-26642
MF4x-7xx3, MF4x-7xx3-50x General Instructions. . . . . . . . . . . . . . . . F-26644
MS4x-7xx3, MS4x-7xx3-50x General Instructions . . . . . . . . . . . . . . . F-26645
MF41-6043, MF41-6083 General Instructions . . . . . . . . . . . . . . . . . . F-27213
MA4D-xxxx, MF4D-xxxx, MS4D-xxxx General Instructions. . . . . . . . . F-27170
MS41-6043, MS41-6083 General Instructions. . . . . . . . . . . . . . . . . . F-27214
Mx40-704x Mounting and Wiring Instructions. . . . . . . . . . . . . . . . . . . F‑27003
Mx4x-6xxx, Mx4x-7xxx, SmartX Actuators Selection Guide. . . . . . . . F‑26646
VA, VF, and VS-2xx3-xxx-9-xx Series Ball Valve Selection Guide. . . . F-27086
EN205 Water and Steam Systems. . . . . . . . . . . . . . . . . . . . . . . . . . . F-26080
Schneider Electric Valves Catalog. . . . . . . . . . . . . . . . . . . . . . . . . . . . F-27414
Field Devices
Ball Valve Assemblies with SmartX Actuators
2
Installation
Inspection
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.
Requirements
• Tools:
–– #2 Phillips screwdriver
–– 3 mm hex wrench (for setscrew on Mx41-6043 and Mx41-6083 non-spring return actuators)
–– 10 mm socket wrench (for shaft clamp nuts on Mx40-704x spring-return actuators)
–– 10 mm open-end wrench or adjustable wrench such as a Crescent® wrench
–– Torque wrench, range to include 55 to 120 lb-in. (6.2 to 14 N-m)
–– Pipe wrenches, two
–– Additional installation tools as specified in the actuator’s installation document
• Training: Installer must be a qualified, experienced technician
Caution:
• Avoid locations where excessive moisture, vibration, or corrosive fumes are present.
• Observe the minimum and maximum temperature limits in Table-2.
General Installation
Applicable Actuators
Table-1. Applicable Actuators for Ball Valves.
Valve Size
Actuators
Non-Spring Return
Spring Return
1-1/2 to 3 inch (2-Way)
1-1/2 to 2 inch (3-Way)
Mx41-6083 (70 lb-in., 24 Vac)
MA40-7040 (35 lb-in., 120 Vac)
Mx40-7043 (35 lb-in., 24 Vac)
Mx4D-x0x3
1/2 to 3 inch (2-Way) and 1/2
to 2 inch (3-Way)
Mx4D-6083 (70 lb-in., 24Vac/20-30 Vdc)
—
1/2 to 1inch (2-Way) and 1/2
to 1 inch (3-Way)
—
Mx4D-7033/8033 (30 lb-in., 24 Vac/2030 Vdc
© 2014 Schneider Electric. All rights reserved.
1/2 to 1-1/4
Mx41-6043 (35 lb-in., 24 Vac)
Mx4D-6083
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Field Devices
Ball Valve Assemblies with SmartX Actuators
3
Installation of Mx40-704x Spring Return Actuators
Install the spring return actuator onto the ball valve according to Figure 1.
Note: Only the 35 lb-in. actuator listed in Table-1 are compatible with Vx-2x13-5xx-9-xx Ball Valve
Assemblies.
1
For Normally Open 2-Way and
Normally Open A to AB 3-Way
Verify that the valve is in the open position (A to AB open on 3-way valves).
1
For Normally Closed 2-Way and
Normally Closed A to AB 3-Way
The flats on the sides of the
shaft indicate the position of the
ball port.
Verify that the valve is in the closed position (A to AB closed on 3-way valves).
Shaft Style 1
2
Inlet
Outlet
Closed
(Fully CW)
3-Way Mixing
Inlet
Open
(Fully CCW)
5
Slide the actuator straight down over
the valve shaft and onto the mounting
plate, with the "L" side facing up. On
MS40-7043 models, the rotation
switch must be in the "L" position.
AB
Using a 10 mm wrench or
socket, evenly tighten the
two nuts on the shaft
clamp, applying 8 to 10 lb-ft
(11 to 14 N-m) of torque.
MX40-704X
Slide the actuator straight down over
the valve shaft and onto the mounting
plate, with the "R" side facing up. On
MS40-7043 models, the rotation
switch must be in the "R" position.
3
A
B Full Open to AB A Full Open to AB
(Fully CW)
(Fully CCW)
For Normally Open 2-Way and
Normally Open A to AB 3-Way
For Normally Closed 2-Way and
Normally Closed A to AB 3-Way
AB
A
Outlet
Align the actuator with the
mounting plate, then slide the
anti-rotation clip half way into the
slot on the bottom of the actuator.
Clip NYBA-200
4
Tighten the wing nut to secure
the anti-rotation clip in place.
Be careful not to over-tighten
the wing nut.
© 2014 Schneider Electric. All rights reserved.
Current
Flats on
Sides of
Shaft
2-Way
Figure 1. MX40-704x Spring Return Actuator Installation
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Field Devices
Ball Valve Assemblies with SmartX Actuators
4
Installation of Mx41-6043 and Mx41-6083 Non-Spring Return Actuators
Install the non-spring return actuator onto the ball valve according to Figure 2.
Note: Only the 35 lb-in. and 70 lb-in. actuators listed in Table-1 are compatible with Vx-2x13-5xx-9-xx Ball
Valve Assemblies.
1
Verify that the valve
is open.
Shaft Style 1
Current
Flats on
Sides of
Shaft
2-Way
Inlet
Outlet
3-Way Mixing
Inlet
Closed
(Fully CW)
Outlet
Open
(Fully CCW)
A
A
AB
AB
B Full Open to AB A Full Open to AB
(Fully CW)
(Fully CCW)
1
Manual
The flats on the sides
of the shaft indicate the
position of the ball port.
Release
2
2 Slider
Slide the actuator straight
down over the valve shaft
and onto the mounting
plate.
MX41-6043
MX41-6083
Setscrew
Positioning
Clip NYBA-200
Lever
3
Align the actuator with the
mounting plate, then slide
the anti-rotation clip half
way into the slot on the
bottom of the actuator.
5
Secure the actuator to the valve shaft:
a. Verify that the actuator’s position indicator is pointing to
2
the 0° position. If it is not, slide and hold the manual
release slider on the actuator housing to disengage the
gears, and then use the positioning lever to turn the
actuator’s output shaft to the 0° position. When finished,
release the slider or button to re-engage the gears.
b. Using a 3 mm hex wrench, tighten the setscrew,
applying 55 to 60 lb-in. (6.2 to 6.8 N-m) of torque.
Tighten the wing nut to secure
the anti-rotation clip in place.
Be careful not to over-tighten
the wing nut.
2
Caution: Only use the 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.
© 2014 Schneider Electric. All rights reserved.
4
Figure 2. Installation of Non-Spring Return Actuators on Ball Valve.
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Ball Valve Assemblies with SmartX Actuators
Field Devices
5
Installation of Mx4D-x0x3 Spring and Non-Spring Return Actuators
Install the actuator onto the ball valve according to Figure 3.
Note: Only the 35 lb-in. and 70 lb-in. actuators listed in Table-1 are compatible with Vx-2x13-8xx-9-xx Ball
Valve Assemblies.
1
Spring return and
non-spring return
models
For normally open
2-Way and normally
open A to AB 3-way
valves, verify that the
valve is open.
Shaft Style 1
Current
Flats on
Sides of
Shaft
2-Way
Inlet
Outlet
Closed
(Fully CW)
3-Way Mixing
Inlet
Outlet
Open
(Fully CCW)
Spring return
models
For normally closed
2-Way and normally
closed A to AB 3-way
valves, verify that the
valve is closed.
Manual override and crank
2
AB
A
AB
B Full Open to AB A Full Open to AB
(Fully CW)
(Fully CCW)
1
The flats on the sides
of the shaft indicate the
position of the ball port.
2
Slide the actuator straight
down over the valve shaft
and onto the mounting
plate.
Clip NYBA-200
Setscrews
3
A
Align the actuator with the
mounting plate, then slide
the anti-rotation clip half
way into the slot on the
bottom of the actuator.
5
Secure the actuator to the valve shaft:
a. Verify that the actuator’s position indicator is pointing to
2
the 0° position.
b. Using a 1/8 inch hex wrench, tighten the setscrews,
applying 50 to 60 lb-in. (5.7 to 6.8 N-m) of torque.
4
Tighten the wing nut to secure
the anti-rotation clip in place.
Be careful not to over-tighten
the wing nut.
Insert the crank in the actuator. Without pushing in on the crank,
rotate the manual override crank in the direction shown by the
arrow on the actuator label until the actuator rotates to the
desired position. Push in until the mechanism locks in position.
Non-spring return models do not have the locking feature.
Note: Power must be removed before using the manual
override.
© 2014 Schneider Electric. All rights reserved.
2
Figure 3. Installation of Mx4D-xxxx-xxx Actuators on Ball Valve.
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Field Devices
Ball Valve Assemblies with SmartX Actuators
6
Changing Control Function for MS4D-xxxx (proportional units only)
These actuators are equipped with a jumper to control the function of the signal as received. See Figure 4. The
factory setting is for direct acting (actuator moves away from normal position as signal increases). Remove the
cover to change jumper settings.
Direct Acting
(pins connected)
Reverse Acting
(pins open)
Note: Cover screws are #8 Torx.
Figure 4. RA/DA Jumper Setting for Proportional Models.
Changing Control Function for MS40-704x (proportional units only)
The MS40-7043 actuator is equipped with a switch to control the direction of rotation. The switch can be
set to “L” (left) or “R” (right) rotation. See Figure 5. An actuator set to “L” will have a clockwise rotation when
viewed from the left side. When viewed from the right side the rotation will be counterclockwise.
Caution: These are spring return actuators. It is possible to switch to a direction that moves the actuator
against the -5° positive stop. Example: Viewing the actuator from the left side with the switch set to “R” and
an increasing signal. The actuator will attempt to rotate beyond the -5° stop and will stall.
MS40-704X
1
.8
.6
.4
.2
L 0
Switch on R
9
R
1
.8
.6
.4
.2
Viewed from L side:
Switch on L Clockwise rotation
on increasing signal
Counterclockwise
rotation on
increasing signal
0 R
9
L
Viewed from R side:
Switch on R Counterclockwise
rotation on
increasing signal
Switch on L
R
Clockwise rotation
on increasing signal
L
Figure 5. Switch Settings for Proportional MS40-704x Models.
Changing Control Function for MS41-6083 (proportional units only)
© 2014 Schneider Electric. All rights reserved.
The MS41-6083 actuator uses a dual in-line package (DIP) switch to control the direction of rotation. The DIP
is located on a lower corner of the face of the actuator and is covered with a protective cover. Raise the cover
to set the DIP. The factory setting is clockwise, as shown in Figure 6. The middle switch controls the rotation.
The direction of the rotation switch should match the damper rotation movement.
self adapt
0
Figure 6. DIP Switch Set for Clockwise Rotation.
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Ball Valve Assemblies with SmartX Actuators
Field Devices
7
Valve Mounting
General Piping Practices
Figure 7 and Figure 8 illustrate how 2-way and 3-way proportional ball valve assemblies are to be piped.
2-way ball valves with spring return actuators are shipped normally open with a voltage rise to close.
2-Way
1
2
2
1
Current-style Shaft
Characterized 2-way ball valves
should be piped in the direction
of water flow (labeled with an
arrow on one side of the valve
body). While it is possible to pipe
these ball valves in the opposite
direction, doing so will adversely
affect the equal percentage flow
curves.
Flats on
Sides of Shaft
=
Inlet
2
Outlet
Ball Porting
Position
Clockwise to Close
The flats on the sides of the shaft
indicate the position of the ball
port.
Figure 7. 2-Way Valve Assemblies Piping Diagram.
3-Way Mixing
1
2
3
AB
A
4
Coil
Return
B
Current-style Shaft
1
Flats Parallel to
Fluid enters through two inlets
(ports A and B) and exits through Sides of Body
one outlet (port AB).
2
Not recommended for diverting
applications (one inlet, port AB,
and two outlets, ports A and B).
Using these valves for diverting
applications will adversely affect
the equal percentage flow curves
and Cv's.
3
The flats on the sides of the
shaft indicate the position of the
ball port.
4
Always pipe the A port to the
outlet of the coil.
Flats at
90° to Sides
of Body
3
=
A Full
Open to AB
=
B Full
Open to AB
Clockwise to Close A
and Open B
© 2014 Schneider Electric. All rights reserved.
Supply
Figure 8. 3-Way Mixing Valve Assemblies Piping Diagram.
Insulation of Ball Valve Assembly
The ball valve should be completely insulated to minimize the effect of heat transfer and condensation at the
actuator.
The actuator itself must not be insulated. Doing so can result in excess heat or condensation within the
actuator.
Temperature Limits for Ball Valve Assembly
When installing the ball valve assembly, observe the minimum and maximum temperature limits, given below.
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Field Devices
Ball Valve Assemblies with SmartX Actuators
8
Table-2. Ambient Temperature Limits for Ball Valves Assemblies and Actuators.
Ambient Temperature For
Mx41-6043
Mx41-6083
Mx40-704x
Temperature Limits
Minimum °F (°C)
Maximum °F (°C)
Storage
-40 (-40)
158 (70)
Operating
-25 (-32)
130 (55)
Storage
-40 (-40)
160 (71)
Operating
-22 (-30)
140 (60)
Installation of Ball Valve Assembly
Mount the valve assembly in the piping according to Figure-5.
Notes:
• 2-way ball valves containing characterized inserts must be piped in the direction of the arrow on the side
of the valve body.
• 2-way proportional spring return ball valve assemblies are shipped either normally open, voltage rise to
close (actuator code 53x), or normally closed, voltage rise to open (actuator code 52x).
• 3-way proportional spring return ball valve assemblies are shipped either A to AB closed, voltage rise to
open (actuator code 52x), or A to AB open, voltage rise to close (actuator code 53x).
• All 2-way proportional non-spring return ball valve assemblies are shipped open, voltage rise to close.
• All 3-way proportional spring return ball valve assemblies are shipped A to AB open, voltage rise to close.
• Mount the valve in a weather-protected area, in a location that is within the ambient temperature limits of
the actuator.
• When selecting a location, allow sufficient clearance on all sides to allow for any maintenance that may
be needed. Refer to Ball Valve Assemblies and Ball Valve Body /Linkage Assemblies Selection Guide,
F-27086, for dimensions.
• Mount the valve assembly so that the actuator is above the horizontal, relative to the valve. This ensures
that any condensate that forms on the valve body will not travel into the actuator, where it may cause
© 2014 Schneider Electric. All rights reserved.
corrosion or electrical malfunction.
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Field Devices
Ball Valve Assemblies with SmartX Actuators
9
0°
β 85°
1
β 85°
Apply pipe sealant sparingly to all but the end
two threads of a properly threaded, reamed,
and cleaned pipe. 2-way valves must be piped
with an inlet and an outlet. 3-way mixing valves
must be piped with two inlets and one outlet.
Caution: 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.
2
Start the joint by hand-threading
the pipe into the valve. If the
thread engagement feels normal,
continue to turn the pipe by hand
as far as it will go.
3
Use two wrenches. Secure one wrench on the
hex pads nearest the joint being tightened
while using the second wrench to screw in the
threaded end of the pipe, thereby preventing
the retainer–to–body seal from being broken.
4
Caution: Do not over-tighten the pipe, which
may cause stripped threads.
5
6
Wire the actuator, referring to the
appropriate actuator General
Instructions sheet.
Insulate both the valve and the linkage.
Caution: Do not insulate the actuator.
Doing so may result in excess heat
buildup or condensation within the
actuator.
Typical Ball Valve Assembly
(3-Way Valve Shown)
7
Repeat steps 1, 2, and 3 for
the remaining connection(s).
In chilled or cold water systems where
the environment is humid, use a drip pan
under the valve to catch condensate.
© 2014 Schneider Electric. All rights reserved.
Figure 9. Mounting Ball Valve Assembly in Piping.
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Field Devices
Ball Valve Assemblies with SmartX Actuators
10
Manual Valve Positioning of Mx40-704x Spring Return Actuators
Before applying power to a ball valve assembly on a new installation, it may be desired to manually open the
valve for system filling at startup. Manually open the ball valve assembly according to Figure 10, which shows
the valve in the open position.
1
Disconnect power
from the actuator.
2
4
Loosen the two nuts on the
shaft clamp, using a 10 mm
wrench or socket.
To restore normal operation:
a. Rotate the valve shaft back to its original
spring return position.
3
b. Using a 10 mm wrench or socket, evenly
tighten the two nuts on the shaft clamp,
applying 8 to 10 lb-ft (11 to 14 N-m) of
torque.
Using a 10 mm open-end wrench or
adjustable wrench (Crescent® wrench),
rotate the shaft to the desired position. 1
c. Restore power to the actuator.
Alternate Method
If the actuator is not yet wired:
a. Loosen the wing nut on the underside of the mounting plate, then
slide the anti-rotation clip out of the slot on the bottom of the
actuator.
1
b. Turn the actuator to the desired position.
c. To restore normal operation, rotate the actuator back into alignment
with the mounting plate, then slide the anti-rotation clip half way into
the slot on the bottom of the actuator. Tighten the wing nut to secure
the anti-rotation clip, being careful not to over-tighten it.
Flats on Sides
of Shaft
The flats on the sides of the shaft
indicate the position of the ball port.
2-Way
Inlet
Outlet
Closed
(Fully CW)
© 2014 Schneider Electric. All rights reserved.
1
3-Way Mixing
Inlet
Outlet
Open
(Fully CCW)
A
AB
A
AB
B Full Open to AB A Full Open to AB
(Fully CW)
(Fully CCW)
Figure 10.Manually Opening Valve Assemblies Equipped with Mx40-704x Series Actuators.
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Ball Valve Assemblies with SmartX Actuators
Field Devices
11
Manual Valve Positioning of Mx41-6043 and Mx41-6083 Non-Spring Return Actuators
Before applying power to a ball valve assembly on a new installation, it may be desired to manually open the
valve for system filling at startup. Manually open the ball valve assembly according to Figure 11, which shows
the valve in the open position.
Note: The Mx41-6043 and Mx41-6083 series actuators feature a manual override that allows them to be
manually positioned for system startup (or emergencies).
1
Disconnect power
from the actuator.
MX41-6043
MX41-6083
Manual Release
Slider
2
Press and hold the manual
release slider to disengage
the gears. 1
5
4
Using a 10 mm open-end wrench or
adjustable wrench (Crescent® wrench),
rotate the shaft fully CCW (90° rotation)
to open the valve.
2
1
Caution: Only use the 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.
2
The flats on the sides of the shaft
indicate the position of the ball port.
Outlet
Closed
(Fully CW)
It may be necessary to reset a floating
controller driving an MF41-6043 actuator
or manually reposition to full open.
Flats on Sides
of Shaft
2-Way
Inlet
3
3-Way Mixing
Inlet
Outlet
Open
(Fully CCW)
A
AB
A
AB
B Full Open to AB A Full Open to AB
(Fully CW)
(Fully CCW)
© 2014 Schneider Electric. All rights reserved.
3
Release the manual release
slider or button, allowing
the gears to re-engage. 1
The actuator returns to
normal operation when
power is applied. 3
Figure 11.Manually Opening Valve Assemblies Having Mx41-6043 Series Actuators.
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Field Devices
12
Ball Valve Assemblies with SmartX Actuators
Checkout
Checkout the valve and actuator assembly operations:
1. Power the actuator and run the valve full stroke. The valve stem should operate smoothly. At the closed
position, the valve should shut off tightly.
2. For spring return actuators, allow the actuator to spring return to the normal position. Again, the valve
stem should operate smoothly.
3. With the piping under pressure, check the valve body and the connections for leaks.
Maintenance
The ball valve assembly itself requires no maintenance. The stem and packing design eliminates the need for
packing adjustment for the life of the valve. However, regular maintenance of the total heating and cooling
system is recommended to assure sustained optimum performance.
Water System Maintenance
All heating and cooling systems are susceptible to valve and system problems caused by improper water
treatment and system storage procedures.
The following guidelines are to help avoid valve and water system problems resulting from improperly treated
water or storage procedures, and to obtain maximum life from Schneider Electric valves.
To maintain non-damaging conditions, clean the system prior to start up. Use 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.
Durability of valve stems, balls, seats, and packing is dependent on maintaining non-damaging water
conditions. Inadequate water treatment or filtration, not in accordance with chemical supplier/ASHRAE
handbook recommendations, can result in corrosion, scale, and abrasive particle formation. Scale and
particulates can result in stem and packing scratches, and can adversely affect packing life and other parts of
the hydronic system.
© 2014 Schneider Electric. All rights reserved.
Follow the advice of a water treatment professional. Consult EN-205 Water and Steam System Guidelines,
Engineering Information, F-26080, for further details.
All brand names and registered trademarks are the property of their respective owners. Information contained within this document is subject to change
without notice. All rights reserved.
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