Schneider Electric AV-607-1, AV-609-1 SmartX Actuator Linkages User Guide

AV-607-1
AV-609-1
SmartX Actuator Linkages
for 1-1/2” to 6” Globe Valves
General Instructions
Application
AV-607-1 and AV-609-11 linkages are designed to connect
single or dual Schneider Electric spring return and nonspring return SmartX Actuators to 1-1/2” to 6” VB-9xxx and
2-1/2” to 6” VB-8xx3 globe valves.
Features
• Allows mounting of single or dual Schneider Electric
SmartX Actuators
• AV-607-1 is compatible with Schneider Electric (Siebe,
Barber-Colman, INVENSYS) 2-1/2” to 5” VB-8xx3, 1-1/2”
to 4” VB-931x, and discontinued 1-1/2” to 4” VB-92xx
valves and Schneider Electric SmartX actuators2
• AV-609-1 is compatible with Schneider Electric (Siebe,
Barber-Colman, INVENSYS) 6” VB-8xx3, 5” and 6” VB931x, and discontinued 5” and 6” VB-92xx valves and
Schneider Electric SmartX Actuators2
AV-607-1
• Maintenance-free construction
• Corrosion protected heavy-duty steel rack and pinion
construction and metal housing
• Precision rack self aligns with the valve stem
AV-609-1
1
AV-607-1 and AV-609-1 replace AV-607 and AV-609 respectively
2
Check the appropriate valve selection guide for close-offs for your ap­plication,
Schneider Electric F-27479-3
Note: Do not install a 300 lb-in MX41-634-x actuator on the
AV-607-1 linkage as equipment damage may occur.
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Applicable Literature
• EN-205 Water System Guidelines, F-26080
• AV-608 Linkage Adapter Kit General Instructions, F-27253
• MA40-704x, MA4x-707x, MA4x-715x Schneider Electric SmartX Spring Return Two-Position Actuators General
Instructions, F-26642
•
•
•
•
•
•
•
MA40-717x Schneider Electric SmartX Series Spring Return Two-Position Actuators General Instructions, F-26742
MF4x-7xx3 Schneider Electric SmartX Series Spring Return Floating Actuator General Instructions, F-26644
MF40-7173 Schneider Electric SmartX Series Spring Return Floating Actuator General Instructions, F-26749
MF41-6153,/MS41-6153 Series Non-Spring Return Rotary Electronic Damper Actuator General Instructions, F-27215
MS4x-7xx3 Schneider Electric SmartX Series Spring Return Proportional Actuator General Instructions, F-26645
MS40-717x Schneider Electric SmartX Series Spring Return Proportional Actuator General Instructions, F-26748
Mx41-6xxx-220/-230 and MX4x-7xxx-220/-230 Actuator/Linkage Assemblies for 2-1/2” to 6” Globe Valves General
Instructions, F-27160
• Vx-7000 Series and Vx-9000 Series Mx4x-6xxx and Mx4x-7xxx Series Linked Globe Valve Assemblies with Schneider
Electric SmartX Actuators Selection Guide, F-26752
• VB-8xx3 Series Balanced Plug Valve Selection Guide, F-27199
Accessories
• PKG-1171 Replacement Hardware kit (to replace lost hardware; see Figure‑1)
Clamps (4)
AV-609-1 Stabilizer
Factory assembled to linkage
Stem Nuts (2)
Clamp
Blocks (4)*
NYBA-206
Anti-Rotation Stud for
MX41-6153 (2) For AV-607-1 Only
AV-607-1 Stabilizer
Factory assembled to linkage
Anti-Rotation Spacer
Factory assembled to linkage
Spacer
NYBA-148 Anti-Rotation Stud
for Mx4x40-717x and
NYBA-161
Mx41-6343 (2)
Anti-Rotation Stud
for Mx4x-707x and MX4x-715x (2)
Factory assembled to linkage
* Clamp blocks are only required for the MX41-634x and Mx40-717x actuators.
Figure-1 Replacement Hardware
Inspection
Inspect package for damage. If damaged, notify carrier immediately. If undamaged, open the package and inspect for obvious
damage. Return damaged products.
Inspect the hardware package included with the linkage to make sure all required clamps (4), clamp blocks (4), stem lock nuts (2),
and anti-rotation studs (six, two factory assembled to linkage) are included. See Figure-1. Not all parts will be needed for every
installation.
Requirements
• Training: Installer must be a qualified, experienced technician.
• Tools (not provided):
–
–
–
–
–
–
–
–
–
Appropriate wrenches for anti-rotation studs, stem extensions, packing nuts, and bracket nuts
10 mm socket wrench (for shaft clamp nuts on Mx40-717x, Mx41-707x, Mx41-715x)
1/2” nut driver and 1/2” open end wrench (for all except Mx41‑634x, Mx40‑717x)
Measuring scale graduated in 1/32” increments
Torque wrench, range to include 90 to 120 lb-in. (7.5 to 10 lb-ft, 10 to 14 N-m)
Pipe wrenches, two
11/16” open-end wrench for jam nuts, two
Vise grip or pliers
Appropriate power supply (see the applicable actuator General Instructions sheet for power requirements)
Warning: Electrical shock hazard! Contact with live circuits can result in severe injury or death.
• Disconnect the power supply (line power) at the breaker or fuse before and during installation to prevent
electric shock and equipment damage.
• Make all connections in accordance with the wiring diagram and in accordance with national and local
electrical codes. Use copper conductors only.
Failure to observe these warnings can result in severe injury or death and can damage the equipment.
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General Installation
Schneider Electric globe valve rack and pinion linkages are provided as complete assemblies. The following pages contain
instructions for installing the AV‑607-1 and AV‑609-1 linkages. Either a single actuator or dual actuators may be installed using these
instructions.
Note: When installing dual actuators:
• Both actuators must be the same model.
• Actuators must be mounted and adjusted so as to rotate and spring return (if applicable) in the same direction. Refer to the
mounting instructions and Table‑ through Table-x.
• Refer to the applicable actuator literature for actuator wiring information.
• Only use the actuator and linkage combinations that are shown on Table 1. Linkage or valve damage could result if a in
correct combination is applied.
• Do not attempt to use the actuator manual override feature with two actuators clamped to the same shaft. Damage and
improper operation can occur. Using manual override to set individual actuator preload before installation on the linkage is
permissable.
Mounting Actuator and Linkage to Valve Body
Process Overview
This mounting procedure consists of two sections:
• Section A. Mounting Linkage to Valve
– A1. Select and install anti-rotation studs.
– A2. VB-9xxx and VB-8xx3 (2-way and 3-way) valves and appropriate actuator types, 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. Spring Return Actuators with Manual Override 2-Way Valves and 3-Way Valves (Normal Position — Valve Stem Up)
– B2. Spring Return Actuators with Manual Override 2-Way Valves and 3-Way Valves (Normal Position — Valve Stem Down)
– B3. Non-Spring Return Actuator with Manual Override VB-8213 and VB-921x 2-Way Valves (Valve Stem Up, Open) VB8223 and VB-922x 2-Way Valves (Valve Stem Up, Closed) VB-8303 and VB-931x 3-Way Valves (Valve Stem Up, Port A
Closed)
– B4. Spring Return Actuators without Manual Override VB-8223, VB-922x 2-Way Valves (Normal Position — Valve Stem
Up, Closed) VB-8303, VB-931x 3-Way Valves (Normal Position — Valve Stem Up, Port A Closed)
– B5. Spring-Return Actuators without Manual Override VB-8213, VB-921x 2-Way Valves (Normal Position — Valve Stem
Down, Closed) VB-8303, VB-931x 3-Way Valves (Normal Position — Valve Stem Down, Port B Closed)
The linkage is assembled to the valve according to Section A. Refer to Table‑1, below, to determine the remainder of the assembly
path for a specific actuator and valve.
Table-1 Procedure for Mounting Actuator and Linkage to Valve Body.
Actuator Type
Valve Type
Section B
Subsection B1
Subsection B2
Subsection B3
Spring Return
Actuators with
Manual Override
Mx41-707x
Mx41-715x
2-Way and 3-Way, Normal
Position Valve Stem Up
Non-Spring Return
Actuators with
Manual Override
Mx41-6153
Mx41-634x
2-Way and 3-Way, Normal
Position Valve Stem Up
X
2-Way and 3-Way, Normal
Position Valve Stem Down
X
Spring Return
Actuators without
Manual Override
Mx40-717x
2-Way and 3-Way, Normal
Position Valve Stem Up
2-Way and 3-Way, Normal
Position Valve Stem Down
F-27479-3
Subsection B5
X
X
X
2-Way and 3-Way, Normal
Position Valve Stem Downa
Schneider Electric Subsection B4
X
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Section A. Mounting Linkage to Valve
A1. Select and Install Anti-Rotation Studs.
Based on the actuator(s) being used, select the appropriate anti-rotation studs using Figure‑.
Two NYBA-161 anti-rotation studs (for Mx4x-707x and Mx4x-715x actuators) are shipped factory assembled to each side of
the linkage. If NYBA-148 or NYBA-206 are required, remove the two factory-installed anti-rotation studs one at a time and
replace them with the required studs. Hand tighten the stud in the linkage frame slot and slide down to provide clearance for
actuator installation (see Figure-2 below).
NYBA-161 for Mx4x-707x, MX4x-715x
(Factory assembled to linkage)
NYBA-148 for Mx40-717x, Mx41-6343
AV-601-1 Only
NYBA-206 for Mx41-6153
AV-607-1 Only
Anti-Rotation Studs (2)
(one each side)
Figure-2 Anti-Rotation Studs
A2. Mounting Linkage to Valve — VB-9xxx, VB-8xxx, and Appropriate1 Actuator Models
1. Assemble the linkage to the valve, according to Figure‑3.
2. Continue the assembly process according to the following section, “Section B. Actuator Mounting and Setup.”
1
See Table‑1 on page 3
1
2
Thread the spanner nut onto the
bonnet, and then place the spacer
(provided with the AV-607-1 and
AV-609-1) on top of the spanner nut.
Thread the two jam nuts (provided
with the AV-607-1 and AV-609-1) onto
the valve stem. Adjust the spanner
nut and jam nuts to the height shown.
3
Tighten the two jam
nuts against each
other, using two 11/16"
open-end wrenches.
Valve Stem
3 threads
visible,
minimum
2-1/2" to 6"
VB-8213 2-Way
VB-921x 2-Way,
Stem Up Open
VB-8223 2-Way,
Stem Up Closed &
VB-8303 3-Way
Jam Nuts (2)
2-1/2" to 5"
for VB-8000 Series
2-1/2" to 4”
for VB-9000 Series
Spacer
1 thread visible
minimum
1-11/16" ± 1/32"
(with stem down)
Spanner
Nut
6" Valves
for VB-8000 Series
5” and 6”
for VB-9000 Series
2-19/32" ± 1/32"
(with stem up)
3-19/32" ± 1/32"
(with stem up)
Typical Valve Body
(2-Way shown)
7
4
Rotate the pinion shaft CW to fully
lower the rack, and then position
the linkage over the valve stem.
Orient the linkage on the
valve as desired by rotating
the linkage up to one turn
8
5
9
6
Tighten the spanner nut against
the spacer.
Turn the entire linkage to
partially thread the rack
onto the valve stem.
Thread the entire linkage
onto the bonnet until it
contacts the spacer.
Tighten the jam nuts against the
rack, using an 11/16" open-end
wrench on the lower jam nut.
Note: The valve stem will rotate
with the jam nuts.
1
1
To allow easier rotation of the jam
nuts and valve stem, unseat the
valve stem by rotating the pinion
shaft slightly CW or CCW.
Figure-3 Assembling Linkage to Valve
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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. Spring Return Actuators with Manual Override 2-Way Valves and 3-Way Valves (Normal Position — Valve Stem Up)
Mx41-707x (VB-9xxx only with AV-607-1) and Mx41-715x (AV-607-1 and AV-609-1)
a. Install the actuator (or actuators if using dual actuators) onto the linkage and valve, and set up the assembly,
according to Table‑3 on page 10 or Table‑3 on page 11
Note: If using dual actuators, make sure both rotate and spring return in the same direction. Do not use manual override on
installed actuators if using dual actuators. See “General Installation” on page 3.
1
5
Normal Position - Valve Stem Up
VB-8213 & VB-921x 2-Way, Stem Up Open 1
Set the actuator preload to an indicator reading
of 80° (i.e. 10° from the end of stroke).
Make sure the actuator is in
full contact with the plastic
stand-offs on the linkage.
6
VB-8223 & VB-922x 2-Way, Stem Up Closed
VB-8303 & VB-931x 3-Way, Port A Closed
Set the actuator preload to an indicator reading 1
of 5°.
Remove anti-rotation stud if assembled on
80°
linkage.
Note: The manual override disengages when the actuator is
powered. The manual override may also be manually
disengaged using the supplied hex wrench. To do this,
turn, then release, the hex wrench approximately 5° CW,
to "jog" the mechanism and release the manual override
preset. Note that 1 to 1-1/2 turns of the manual override
crank is approximately 10°.
5°
2
Slide the actuator, "L" side
facing out, onto the linkage's
pinion shaft.
3
Align the actuator with the
linkage.
4
Slide anti-rotation stud(s) NYBA-161
half way into the slot on the bottom of
the actuator, and then tighten the the
anti-rotation stud.
Ensure the valve is in the closed position (see Table-6;
port A closed for 3-way). 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).
L
R
L
K
LOC
R
K
LOC
7
NYBA-161
Anti-Rotation Stud
1
L
Refer to the applicable table in "Setting
Actuator/Valve Action" and, using a
screwdriver, turn the L/R selector to
choose "direct acting" or "reverse acting."
8
Wire the actuator in accordance with the job
wiring diagrams and the wiring information
contained in the applicable actuator General
Instructions (see "Applicable Literature").
9
Optional: Affix the Open and Closed
labels to the angle of rotation indicator, in
positions to match the actual valve stroke.
The Mx41-707x and Mx41-715x actuators feature a manual override
mechanism that may be used to reposition the actuator’s output shaft.
Both actuators have 95° of stroke (from indicator reading -5° to 90°).
Caution: Do not use manual override if using dual actuators!
CLOSED
OPEN
Figure-4 Mounting Mx41-707x or M41-715x and Setting Up Actuator/Linkage/Valve
b. Refer to the appropriate actuator General Instructions sheet for actuator wiring and application information (see
“Applicable Literature” on page 2). For valve body installation and application information, refer to the appropriate valve
body General Instructions sheet.
c. Power the actuator(s) and check the system’s operation for heating or cooling output, in response to the control
signal. See “Setting Actuator/Valve Action” on page 10.
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B2. Spring Return Actuators with Manual Override 2-Way Valves and 3-Way Valves (Normal Position — Valve Stem Down)
6
Mx41-707x (VB-9xxx only with AV-607-1) and Mx41-715x (AV-607-1 and AV-609-1)
a. Install the actuator (or actuators if using dual actuators) onto the linkage and valve, and set up the assembly,
according to Table‑2 on page 10 or Table‑3 on page 11.
Note: If using dual actuators, make sure both rotate and spring return in the same direction. Do not use manual override on
installed actuators if using dual actuators. See “General Installation” on page 3.
1
5
Normal Position - Valve Stem Down
VB-8213 & VB-921x 2-Way, Stem Up Open
Set the actuator preload to an indicator reading1
of 5°.
Make sure the actuator is in full contact with the
plastic stand-offs on the linkage.
6
VB-8223 & VB-922x 2-Way, Stem Up Closed
VB-8303 & VB-931x 3-Way, Port B Closed
Set the actuator preload to an indicator reading 1
of 80° (i.e. 10° from the end of stroke).
Ensure the valve is in the closed position (see Table-6;
port A closed for 3-way). 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).
80°
R
2
Slide the actuator, "R" side facing
out, onto the linkage's pinion
shaft. Relocate the actuator
clamp to the outboard side if
necessary.
3
4
L
Note: The manual override disengages when the
actuator is powered. The manual override may
also be manually disengaged using the supplied
hex wrench. To do this, turn, then release, the
hex wrench approximately 5° CW, to "jog" the
mechanism and release the manual override
preset. Note that 1 to 1-1/2 turns of the manual
override crank is approximately 10°.
5°
R
K
LOC
R
Align the actuator with the
linkage.
K
LOC
Slide anti-rotation stud(s) NYBA-161
half way into the slot on the bottom of
the actuator, and then tighten the nut
on the anti-rotation stud.
7
Refer to the applicable table in "Setting
Actuator/Valve Action" and, using a
screwdriver, turn the L/R selector to
choose "direct acting" or "reverse acting."
8
Wire the actuator in accordance with the job
wiring diagrams and the wiring information
contained in the applicable actuator General
Instructions (see "Applicable Literature").
9
Optional: Affix the Open and Closed
labels to the angle of rotation indicator, in
positions to match the actual valve stroke.
NYBA-161
Anti-Rotation Stud
CLOSED
1
L
The Mx41-707x and Mx41-715x actuators feature a manual override
mechanism that may be used to reposition the actuator’s output shaft.
Both actuators have 95° of stroke (from indicator reading -5° to 90°).
OPEN
Caution: Do not use manual override if using dual actuators!
Figure-5 Mounting Mx41-707x or M41-715x and Setting Up Actuator/Linkage/Valve
b. Refer to the appropriate actuator General Instructions sheet for actuator wiring and application information (see
“Applicable Literature” on page 2). For valve body installation and application information, refer to the appropriate valve
body General Instructions sheet.
c. Power the actuator(s) and check the system’s operation for heating or cooling output, in response to the control
signal. See “Setting Actuator/Valve Action” on page 10.
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B3. Non-Spring Return Actuator with Manual Override
VB-8213 and VB-921x 2-Way Valves (Valve Stem Up, Open)
VB-8223 and VB-922x 2-Way Valves (Valve Stem Up, Closed)
VB-8303 and VB-931x 3-Way Valves (Valve Stem Up, Port A Closed)
Mx41-6153 Series (VB-9xxx only) Actuator with AV-607-1 Linkage, Mx41-634x Actuator with AV‑609-1 Linkage Only
a. Install the actuator (or actuators if using dual Mx41-6153 actuators) onto the linkage and valve, and set up the
assembly, according to Figure‑7 on page 8 and Table‑4 on page 11 or Table‑5 on page 12.
Note: If using dual actuators, make sure both rotate in the same direction. Do not use manual override on installed actuators if
using dual actuators. See “General Installation” on page 3.
Shaft Clamp Nut
1
Rotate the linkage's pinion shaft to
the valve closed position:
• Stem Up Closed VB-922x Series
and VB-931x Series Valves Rotate the pinion shaft CCW to
retract the linkage rack to the up
position.
Stem Up
Closed
(shown)
Manual
Override
Button
Slide the actuator onto the
linkage's pinion shaft.
Mx41-6343 Series - Install
with the "L" side facing out.
4
Align the actuator with
the linkage.
Slide the anti-rotation stud half
way into the slot on the bottom of
the actuator, and then tighten the
nut on the anti-rotation stud.
Mx41-6343 Series - Position
the output shaft as shown:
Mx41-6153 Series
a. Press and hold down the manual
override button.
b. Position the actuator output shaft, 10°
stem up open or 10° stem up closed
(note that each increment is 5°).
c. When finished, release the manual
override button.
NYBA-148
Anti-Rotation Stud for
Mx41-6343
10°
1
Position the actuator's output shaft as
follows:
Mx41-6343 Series
a. Using the supplied hex wrench,
position the actuator's output shaft at
1
10° stem up open or 10° stem up
closed (note that each increment is 5°)
Mx41-6153 Series
3
OPEN
5
• Stem Up Open VB-921x Series
Rotate the pinion shaft CW to
Stem Up
extend the linkage rack to the down
Open
position.
2
CLOSED
Optional: Affix the Open and
Closed labels to the indicator
in the appropriate positions.
Stem Up
Open
6
NYBA-206
Anti-Rotation Stud for
Mx41-6153
Verify that the actuator is in full contact with the
plastic stand-offs on the linkage. Once the
valve is in the closed position, proceed as
follows:
Mx41-6153 Series
Using a 10 mm wrench or socket, tighten the
shaft clamp nut 7.5 to 9 lb-ft (10 to 12 N-m). Do
not over-tighten.
Stem Up
Closed 10°
L
Mx41-6343 Series
Using a 1/2" wrench or socket, tighten the shaft
Figure-6 Mounting Mx41-6153 Series or Mx41-634x Series Actuator and Setting Up Actuator/Linkage/Valve
b. Refer to the appropriate actuator General Instructions sheet for actuator wiring and application information (see
“Applicable Literature” on page 2). For valve body installation and application information, refer to the appropriate valve
body General Instructions sheet.
c. Power the actuator(s) and check the system’s operation for heating or cooling output, in response to the control
signal. See “Setting Actuator/Valve Action” on page 10.
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B4. Spring Return Actuators without Manual Override
VB-8223, VB-922x 2-Way Valves (Normal Position — Valve Stem Up, Closed)
VB-8303, VB-931x 3-Way Valves (Normal Position — Valve Stem Up, Port A Closed)
Mx40-717x (AV-607-1 and AV-609-1)
a. Install the actuator (or actuators if using dual actuators) onto the linkage and valve, and set up the assembly,
according to Table‑3 on page 11. Use the two clamps supplied with the linkage.
Note: If using dual actuators, make sure both rotate and spring return in the same direction.
Clamp blocks (one for each
clamp; see steps 2 and 5)
1
Rotate the linkage's pinion shaft
CCW, to retract the rack (stem up).
2
5
L
Slide the actuator, "L"
side facing out, onto the linkage's
pinion shaft. Make sure clamp
blocks are inserted between
pinion shaft and each clamp.
With clamp blocks in place, hold the actuator at
the 10° position. Use a 1/2" wrench or socket to
tighten the two nuts equally on each shaft
clamp, 4 to 6 lb-ft (5 to 8 N-m).
1-5/8" Open-End
Wrench
1-3/8"
TOOL-3
7
3
1
4
1
2
1-5/8"
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
2
2
Make sure the actuator is in full
contact with the plastic
stand-offs on the linkage, and
that the valve is in the full up
position.
Tip:
•
Anti-Rotation Stud for
Mx40-717x
Mx40-717x actuators are
shipped at the zero position,
without preload.
3
NYBA-148
100
Tip: A 1-5/8" open-end wrench
(TOOL-37) can be used to
measure the amount of rotation
(measured between opposite
sides of the slot).
6
Apply power to rotate the actuator body CCW into alignment with
the linkage, and then slide the anti-rotation stud (NYBA-148)
halfway into the slot on the bottom of the actuator. Tighten the
3
nut on the anti-rotation stud.
!
Caution: Take care not to pinch your fingers or hand between
the actuator and the linkage, when powering the actuator into
alignment.
MA40-717x Two-Position - When power is applied to L1, L2 (Red / Black
24V) (White / Black 120v) (Lt Blue / Brown 240v) the actuator will travel CW
(As viewed from the L side).
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.
• MF40-7173 Floating Control - The Yellow/Black lead drives the actuator
CCW and the Blue lead drives the actuator CW (as viewed from the "L"
side). The Red lead is 24 hot and the Black is 24 Ground. Making the Red
lead to the Blue lead will drive the actuator CW.
• MS40-717x Proportional Control - Apply 10Vdc to the Gray (COM) and
Yellow/Black (+) Leads, and then apply power to( L1 and L2) (Brown / Light
Blue 240v) (Black / White 120v) or (Red / Black 24v) to drive the actuator
CW (As viewed from the L Side).
CLOSED
7
OPEN
Optional: Affix the Open and Closed labels to the
indicator, in positions to match the actual valve stroke.
Figure-7 Mounting Mx40-717x and Setting Up Actuator/Linkage/Valve
b. Refer to the appropriate actuator General Instructions sheet for actuator wiring and application information (see
“Applicable Literature” on page 2). For valve body installation and application information, refer to the appropriate valve
body General Instructions sheet.
c. Power the actuator(s) and check the system’s operation for heating or cooling output, in response to the control
signal. See “Setting Actuator/Valve Action” on page 10.
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B5. Spring-Return Actuators without Manual Override
VB-8213, VB-921x 2-Way Valves (Normal Position — Valve Stem Down, Closed)
VB-8303, VB-931x 3-Way Valves (Normal Position — Valve Stem Down, Port B Closed)
Mx40-717x (AV-607-1 and AV-609-1)
a. Install the actuator (or actuators if using dual actuators) onto the linkage and valve, and set up the assembly,
according to and Table‑3 on page 11. Use the two clamps supplied with the linkage.
Note: If using dual actuators, make sure both rotate and spring return in the same direction.
Clamp block (one for each
5 With clamp blocks in place, hold the actuator
at the 10° position. Use a 1/2" wrench or
socket to tighten the two nuts equally on each
shaft clamp, 4 to 6 lb-ft (5 to 8 N-m).
clamp; see steps 2 and 5)
1
R
Rotate the linkage's pinion
shaft CW, to extend the rack
(stem down).
2 Slide the actuator, "R" side facing
out, onto the linkage's pinion shaft.
Make sure clamp blocks are
inserted between pinion shaft and
each clamp.
1-3/8"
7
TOOL-3
1-5/8" Open-End
3
1
4
1
3
Wrench
Align the actuator with the linkage,
then rotate it 10° CCW. 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"
2
2
2
Make sure the actuator is in full
contact with the plastic
stand-offs on the linkage, and
that the valve is in the full down
NYBA-148
Anti-Rotation Stud for
10°
6
Tip:
• MA40-717x Two-Position - When power is applied to L1, L2 (Red / Black
24V) (White / Black 120v) (Lt Blue / Brown 240v) the actuator will travel
CWW (As viewed from the "R" side).
!
Apply power to rotate actuator body CW into alignment with the
linkage, and then slide the anti-rotation stud (NYBA-148) halfway
into the slot on the bottom of the actuator. Tighten the nut on the
3
anti-rotation stud.
Caution: Take care not to pinch your fingers or hand between
the actuator and the linkage, when powering the actuator into
alignment.
• MF40-717x Floating Control - the Yellow/Black lead drives the actuator CW
and the Blue lead drives the actuator CCW (as viewed from the "R" side).
The Red lead is 24 hot and the Black is 24 Ground. Making the Red lead to
the Blue lead will drive the actuator CCW.
MS40-717x Proportional Control - Apply 10Vdc to the Gray (COM) and
Yellow/Black (+) Leads, and then apply power to L1 and L2 (Brown / Light
Blue 240v) (Black/ White 120v) or (Red / Black 24v) to drive the actuator
full CCW (As viewed from the "R" Side).
Tip: A 1-5/8" open-end wrench
(TOOL-37) can be used to
measure the amount of rotation
(measured between opposite
sides of the slot).
Mx40-717x
Mx40-717x actuators are
shipped at the zero position,
without preload.
•
2
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.
CLOSED
7
OPEN
Optional: Affix the Open and Closed labels to the
indicator, in positions to match the actual valve stroke.
Figure-8 Mounting Mx40-717x and Setting Up Actuator/Linkage/Valve
b. Refer to the appropriate actuator General Instructions sheet for actuator wiring and application information (see
“Applicable Literature” on page 2). For valve body installation and application information, refer to the appropriate valve
body General Instructions sheet.
c. Power the actuator(s) and check the system’s operation for heating or cooling output, in response to the control
signal. See “Setting Actuator/Valve Action” on page 10.
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10
Setting Actuator/Valve Action
Set the actuator/valve action according to Table-2, Table-3, Table-4, or Table-6.
These tables may also be used to check the action of the completed actuator/linkage/valve assembly.
Table-2 Mx41-707x Mx41-715x Series Spring Return Actuators.
Primarya
Secondaryb
Actuator
Actuator
Valve
Part
Number Facing Switch Facing Switch
Side Setting Side Setting
Control Signal Increase
Primary
Actuator
Rotationc
Secondary
Primary Secondary
Valve Stem
Actuator
Valve Action Actuator Actuator
Moves
Rotationc
Rotationc Rotationc
L
L
R
R
CW
CCW
Down
Closes
CCW
CW
VB-921x
L
R
R
L
CCW
CW
Up
Opens
CCW
CW
VB-8213
R
L
L
R
CW
CCW
Down
Closes
CW
CCW
R
R
L
L
CCW
CW
Up
Opens
CW
CCW
L
L
R
R
CW
CCW
Down
Opens
CCW
CW
L
R
R
L
CCW
CW
Up
Closes
CCW
CW
VB-922x
VB-8223
R
L
L
R
CW
CCW
Down
Opens
CW
CCW
R
R
L
L
CCW
CW
Up
Closes
CW
CCW
L
L
R
R
CW
CCW
Down
“A” Opens
“B” Closes
CCW
CW
L
R
R
L
CCW
CW
Up
“A” Closes
“B” Opens
CCW
CW
R
L
L
R
CW
CCW
Down
“A” Opens
“B” Closes
CW
CCW
R
R
L
L
CCW
CW
Up
“A” Closes
“B” Opens
CW
CCW
L
L
R
R
CW
CCW
Down
“A” Opens
“B” Closes
CCW
CW
L
R
R
L
CCW
CW
Up
“A” Closes
“B” Opens
CCW
CW
R
L
L
R
CW
CCW
Down
“A” Opens
“B” Closes
CW
CCW
R
R
L
L
CCW
CW
Up
“A” Closes
“B” Opens
CW
CCW
VB-931x
VB-8303
a
Primary actuator is mounted on side of linkage with rack not visible
b
Secondary actuator is mounted on side of linkage with rack visible.
c
Spring Return
Valve
Normal
Position
Open
(Stem Up)
Closed
(Stem Down)
Closed
(Stem Up)
Open
(Stem Down)
“A” Closed
“B” Open
(Stem Up)
“A” Open
“B” Closed
(Stem Down)
“A” Closed
“B” Open
(Stem Up)
“A” Open
“B” Closed
(Stem Down)
As viewed facing actuator.
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Table- 3 MA40-717x Spring Return Actuators.
Valve Part
Number
VB-921x
VB-8213
VB-922x
VB-8223
Primarya
Actuator
Secondaryb
Actuator
Facing
Side
Facing
Side
Primary
Actuator
Rotationc
Secondary
Actuator
Rotationc
Valve
Stem
Moves
Valve
Action
Primary
Actuator
Rotationc
Secondary
Actuator
Rotationc
Valve
Normal
Position
L
R
CW
CCW
Down
Closes
CCW
CW
Open (Stem Up)
R
L
CCW
CW
Up
Opens
CW
CCW
Closed (Stem Down)
L
R
CW
CCW
Down
Opens
CCW
CW
Closed (Stem Up)
R
L
CCW
CW
Up
Closes
CW
CCW
Open (Stem Down)
L
R
CW
CCW
Down
“A” Opens
“B” Closes
CCW
CW
“B” Open, “A” Closed
(Stem Up)
R
L
CCW
CW
Up
“A” Opens
“B” Closes
CW
CCW
“A” Open, “B” Closed
(Stem Down)
L
R
CW
CCW
Down
“A” Opens
“B” Closes
CCW
CW
“B” Open, “A” Closed
(Stem Up)
R
L
CCW
CW
Up
“A” Closes
“B” Opens
CW
CCW
“A” Open, “B” Closed
(Stem Down)
Control Signal Increase
VB-931x
VB-8303
a
Primary actuator is mounted on side of linkage with rack not visible
b
Secondary actuator is mounted on side of linkage with rack visible.
c
Spring Return
As viewed facing actuator.
Table-4 MF41-6153 Floating, MS41-6153 Proportional Non-Spring Return Actuators (AV-607-1 Only)
Control Signal Increase
Valve Part
Number
VB-921x
VB-8213
VB-922x
VB-8223
Primarya
Actuator
Rotationb
CWd
Secondaryc
Actuator
Rotationb
CCWe
Valve
Stem
Moves
Down
CCWe
CWd
Up
Opens
CWd
CCWe
Down
Opens
CCWe
CWd
Up
Closes
CW
CCWe
Down
“A” Opens, “B” Closes
CCWe
CWd
Up
“A” Closes, “A” Opens
CW
CCWe
Down
“A” Opens, “B” Closes
CWd
Up
“A” Closes, “A” Opens
d
VB-931x
VB-8303
d
CCWe
a
Primary actuator is mounted on side of linkage with rack not visible
b
Secondary actuator is mounted on side of linkage with rack visible.
Valve Action
Closes
As viewed facing actuator. MF models: control signal applied to Wire 6 (Y1).
c
d
MF models: control signal applied to Wire 6 (Y1). MS models: DIP switch set to “CW”.
e
MF models: control signal applied to Witre 7 (Y2). MS models: DIP switch set to “CCW”.
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Table-5 Mx41-6343 Floating and Mx41-634x Proportional Non-Spring Return Actuator (AV-609-1 Only)
Valve Part
Number
VB-921x
VB-8213
VB-922x
VB-8223
VB-931x
VB-8303
Primarya
Actuator
Secondaryb
Actuator
Facing
Side
Facing
Side
Primary
Actuator
Rotationc
Secondary
Actuator
Rotationc
Valve
Stem
Moves
Valve Action
L
R
CW
CCW
Down
Closes
R
L
CCW
CW
Up
Opens
L
R
CW
CCW
Down
Opens
R
L
CCW
CW
Up
Closes
L
R
CW
CCW
Down
“A” Opens, “B” Close
R
L
CCW
CW
Up
“A” Closes, “B” Opens
L
R
CW
CCW
Down
“A” Opens, “B” Closes
R
L
CCW
CW
Up
“A” Closes, “B” Opens
Control Signal Increase
a
Primary actuator is mounted on side of linkage with rack not visible
b
Secondary actuator is mounted on side of linkage with rack visible.
As viewed facing actuator.
c
Valve Body Action
Table-6 Valve Body Action
Valve Body
Part Number
VB-8213
Two-way stem up open
VB-8223
Two-way stem up closed
VB-8303
Three-way diverting / mixinga
VB-921x
Two-way stem up open
VB-922x
Two-way stem up closed
VB-931x
Three-way mixinga
Valve Action
Stem Up
Stem Down
Open
Closed
Closed
Open
Port A Closed
Port B Opena
Port A Open
Port B Closeda
Open
Closed
Closed
Open
Port A Closed
Port B Opena
Port A Open
Port B Closeda
AB port is the common port on 3-way valves
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a
Description
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