EIM Controls 2000 E1195 actuator Manual

EIM Controls 2000 E1195 actuator Manual
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The Series 2000 E1195 actuator is an electric actuator used for industrial applications. It is a powerful and reliable actuator that can be used to operate a variety of valves. It features modular control package (MCP), mechanical stops for valve operation and torque switch settings to protect the valve from damage.

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EIM Controls Series 2000 E1195 Actuator Manual | Manualzz

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When ordering parts, specify repair part by EIM part number and description from drawings furnished with actuator.

EIM Parts Department Fax (281) 261-3834

Manual E1195 (MCP)

Series 2000

Installation & Maintenance

TABLE OF CONTENTS PAGE

Storage Instructions ............................................. 2

Assembly to Valves .............................................. 3

MCP and Electrical Hook Up ................................ 4

Limit Switch Setting .............................................. 5

Torque Switch Setting ........................................... 6

MDPI & Potentiometer Gear Box .......................... 7

Wiring Diagram Symbols ...................................... 8

Trouble Shooting .................................................. 8

READ THIS MANUAL

COMPLETELY

EIM COMPANY, INC. • 13840 PIKE ROAD • MISSOURI CITY, TX 77489 • (281) 499-1561 • FAX (281) 499-8445

STORAGE INSTRUCTIONS EIM E1195

SHORT TERM STORAGE

(Stored at job site less than one year from shipment)

1. Actuator should be stored in the recommended mounting position. The motor should be horizontal and Electrical

Enclosure either horizontal or vertical.

2. Actuator should be stored indoors free from job site dirt, mud, moisture and temperature changes.

3. If indoor storage is not possible, the actuator must be stored off the ground, above possible water or snow level.

Remove MCP and store with other electrical and electronic equipment in protected warehouse. If MCP is not removed,

Space Heater MUST be energized to protect Electrical and Electronic Controls.

4. EIM supplies plugs in each conduit entry. Do not remove until electrical hook-up.

5. Cover units loosely with a plastic sheet. This serves as partial protection from rain.

LONG TERM STORAGE

(Stored more than one year from shipment)

1. Store indoors or MCP must be removed and stored in protected area. Follow procedures of short term storage.

DO

1. Do follow proper storage procedures. Improper storage will void warranty.

2. DANGER: Do check for proper motor rotation. If valve goes wrong direction when button is pushed, you have no torque or limit protection. Either incoming power or motor wiring must be reversed.

3. Do read and follow procedures before attempting to energize actuator.

4. Do cut off electric power before opening switch compartment.

5. Do install pressure relief vent in highest point of gearbox.

6. Do use stem covers of sufficient length to protect valve stem.

7. Do clean Electrical Enclosure flange thoroughly & lightly grease before closing.

8. Do secure all Electrical bolts.

9. Do follow an annual maintenance procedure.

10. Do use caution when working on, with, or around valves and actuators. You are dealing with high pressures, forces, voltages and flammable or toxic media.

FAILURE TO STORE ACTUATOR

PROPERLY WILL VOID WARRANTY OF

ELECTRICAL & ELECTRONIC COMPONENTS

DON’T

1. Start-up without reading this manual.

2. Don’t stack actuators.

3. Don’t store actuator on the ground unprotected.

4. Don’t lift the unit by clutch lever or handwheel.

5. Don’t lift a valve assembly by electric actuator.

6. Don’t operate electrically without first checking for proper phase rotation, valve position, torque and limit switch adjustments.

7. Don’t plug the motor by starting and stopping repeatedly to move a valve that is too stiff. Check for cause.

8. Don’t jumper torque switches except as recommended by Wiring Diagram or Valve Manufacturer.

9. Don’t use oversize thermal motor overloads to eliminate a tripping problem. Find the cause and correct.

10. Don’t use a cheater to try to force the handwheel. You can damage gearing and shafting. Find the cause and correct.

11. Don’t torque seat valve, sluice gate or damper unless the valve manufacturer recommends.

LUBRICATION

EIM Actuators are factory filled with a high quality lubricant carefully selected to insure actuator performance under specified operating conditions. Refer to EIM JOB SPEC SHEET to identify the lubricant provided. Normal operation of actuator will not require replacement of lubricant.

MAINTENANCE

At least once a year a check should be made of your EIM actuator.

a) Disconnect all electrical power to actuator.

b) Open Electrical Enclosure. Inspect and tighten all electrical connections.

c) Visually inspect for any electrical or mechanical damage.

Replace worn or damaged components.

d) Check lubrication consistency and level. Fill or replace if required.

PRESSURE RELIEF

During normal operation of Electric Actuator, gear temperature increase in combination with outdoor temperature variations will cause a small pressure build-up. EIM furnishes a Pressure Relief

Vent Fitting P/N 83385. Placement on Actuator can be determined only after field location and position of valve has been determined.

Select the highest 1/2 NPT vent location in the Gear Box, remove

1/2 NPT Plug and replace with P/N 83385. Possible locations of the Plugs are shown on EIM Outline Drawing.

EIM COMPANY, INC. • 13840 PIKE ROAD • MISSOURI CITY, TX 77489 • (281) 499-1561 • FAX (281) 499-8445

2

THREADED VALVE STEM

ASSEMBLY TO VALVES EIM E1195

QUARTER TURN VALVE

2) Use a number 30 (.1285) drill bit to drill a hole 3/4 inch deep into the Drive Sleeve assembly threads for the Locknut

Lockpin(56). Use the groove in the Stem

Nut Locknut threads as a guide.

3) Install the Locknut Lockpin (56) into the drilled hole to prevent the Stem Nut

Locknut from working loose and turning.

STOP SETTING PROCEDURE

(QUARTER-TURN)

Built-in mechanical stops are provided to prevent handwheel operation beyond total valve travel (90° ± 6°).

NOTE: When installing, the Locknut

Lockpin should extend 1/4 inch above the Drive Sleeve assembly to allow for easy removal.

Positive mechanical stops are in full accordance with AWWA 250% rim pull overload requirement. End of travel stops are independently adjusted, locked in place and sealed.

STEM NUT INSTALLATION

(MULTI-TURN)

1) Unscrew Locknut (55) holding Bronze

Stem Nut (54) and remove Stem Nut and

Key (52).

2) Lubricate Stem and run Stem Nut down

Stem to check acme thread fit, then remove Stem Nut and set aside.

3) Lower actuator over Stem onto valve flange. The screws thru valve flange into actuator must engage a minimum of one full screw diameter deep into bottom base and be tightened to a preload. See assembly drawing for screw size and torque to tighten properly.

4) Screw Stem Nut on Valve Stem until it enters Drive Sleeve. Line Nut Key with

Drive Sleeve keyway and insert Stem

Nut Key (52).

5) Turn handwheel in Open direction, pulling the Stem Nut into Drive Sleeve until it bottoms out (valve will begin to open).

CAUTION:

LOCKNUT MUST BE

TIGHT AGAINST STEM NUT.

7) Lower Locknut (55) over Valve Stem and screw into place firmly against top of

Stem Nut. Tap Locknut ears using brass drift.

MOUNTING SCREWS

If EIM supplied adaption, the mounting screws are included. If the adaption to the valve was the responsibility of others, the mounting screws are not furnished by EIM. Screws thru adapter

MUST engage a minimum of one screw diameter deep into EIM actuator base.

LOCKNUT LOCKPIN INSTALLATION

1) With the actuator in place on the valve, ensure proper flange mating and valve actuator orientation.

THRUST SPOOL INSTALLATION

(MULTI-TURN)

1) Locate Thrust Mounting bolts.

2) Remove the eight mounting bolts and separate the Spool from the actuator.

3) Position the Spool over the Valve Stem.

Thread the Spool onto the Valve Stem until it meets the valve plate.

4) Bolt and secure the Spool onto valve.

5) Position actuator above Spool. Lower actuator onto Spool while manually rotating the unit until ears on the Stem

Nut and ears on the main Drive Sleeve mesh.

6) Grease the flange face before securing unit to Spool.

7) Re-install thrust plate mounting bolts.

Tighten to proper torque.

NOTE: Reverse procedure if the Stem

Nut needs to be replaced. Actuator does not need to be returned to factory for this procedure.

SPLINE BUSHING (QUARTER TURN)

EIM removable Spline Bushing allows easy adaption to valve shaft diameter and Key. Actuator may be rotated with respect to the valve shaft for unexpected or awkward field installations.

Loosen both Locknuts (46) and back out the two Stopbolts (86) to allow the valve to close and open fully. Insure Electrical

Travel Limit Switches have been properly adjusted (see appropriate section of this manual), proceed as follows:

1) Move valve to full Open or Close.

2) Place Spline Bushing on valve shaft with

Key and tighten set screw.

3) Using the handwheel on actuator, move the Gear Position Indicator Arrow (21) to full Open or Close (duplicating the position in Step 1).

4) Position actuator so the spline bore is correctly aligned with the Spline Bushing on stem shaft.

5) Move the actuator onto the shaft until the flange faces properly mate. Secure with screws thru the adapter flange into the base of the actuator.

1) Run the actuator electrically to the full

Closed position.

2) Screw the Close Stopbolt (86) in until it seats, then back off 1/2 turn. Install

Washer (48) and tighten Locknut (46).

3) Run the actuator electrically to the full

Open position.

4) Screw the Open Stopbolt (86) in until it seats, then back off 1/2 turn. Install

Washer (48) and tighten Locknut (46).

CAUTION: Do not set Actuator Position

Limit Switches to drive into mechanical stops. Damage can occur if electric unit is allowed to repeatedly stall into end stops.

EIM COMPANY, INC. • 13840 PIKE ROAD • MISSOURI CITY, TX 77489 • (281) 499-1561 • FAX (281) 499-8445

3

MCP AND ELECTRICAL HOOK UP EIM E1195

MODULAR CONTROL

PACKAGE – MCP

Electrical components are EIM factory assembled, wired and tested as a module, with three possible MCP configurations.

1) MINI FRAME – Position Limit

Switches, Torque Limit Switches, and

Terminal Strip. (No Controls).

2) SHORT FRAME – Furnished when

Reversing Contactor or additional electrical controls are supplied.

3) FULL FRAME – Reversing Contactor with the addition of electronic plugin modules.

ELECTRICAL HOOKUP

STEP 1. Move valve to mid-position by handwheel. This will allow sufficient time to stop actuator in case of improper hookup or reversed power phases.

STEP 2. Identify a means of removing power from actuator during check out.

STEP 3. Be sure no erroneous remote control signal can be received causing actuator to energize.

STEP 4. Energize Open control to check operation of contactor and push buttons.

Open controls must move valve in Open direction. If valve Closes, actuator must be stopped and the power leads reversed to correct voltage phasing or improper field wiring.

CAUTION: If voltage is improperly phased, Torque and Limit Switches are not in circuit to protect valve.

STEP 5. Seal all field conduit entries in accordance with National Electric Code requirements.

EIM Modular Control Package (MCP) is available configured in thousands of possible combinations of electrical and electronic parts.

Refer to WIRING DIAGRAM and EIM JOB SPEC SHEET provided by EIM with each actuator.

EIM COMPANY, INC. • 13840 PIKE ROAD • MISSOURI CITY, TX 77489 • (281) 499-1561 • FAX (281) 499-8445

4

GEARED ROTARY LIMIT SWITCH SETTING INSTRUCTIONS EIM E1195

BEFORE MAKING ANY SWITCH

SETTING:

1. Move valve to mid-position using handwheel.

2. Phase the power (motor) voltage and make sure that open contactor moves valve Open and Close contactor moves valve Closed.

DANGER: Improper power voltage phasing eliminates protection of both geared limit switch and torque switch, risking valve damage.

TO SET OPEN LIMIT SWITCH (LSO)

1. Open valve — During handwheel operation note direction of rotation of LSO Adjusting Shaft (1) fig. 1. After the valve is fully Open, Close it three handwheel turns to allow for coast.

2. Disengage spring loaded spur

gear — Push Disengage Shaft (2) in fig. 2 down, then rotate 90° so that shaft is captured in down position.

This disengages limit switch gears from the spring loaded gear pinion assembly.

3. Line up LSO indicator: If switch rotor does not line with arrows on instruction plate as shown in fig. 3, rotate screwdriver in same direction noted in Step 1 until switch just rotates. If indicators line up as shown in fig. 3a, rotate screwdriver in the opposite direction until switch just rotates, then slowly reverse direction to match fig. 3a.

4. Re-engage spring loaded spur gear by turning Disengage Shaft (2) fig. 2.

Disengage Shaft (2) will rise.

5. IMPORTANT: To insure that spur gears have engaged properly, lightly jiggle all adjusting shafts

(1) with screwdriver back and forth; proper engagement has been made if all shafts will not turn. If all shafts do not lock in place, the limit switch setting will be lost when valve is moved.

fig. 1

Fig. 3a

(1) fig. 2

(2)

NOTE: Since many turns may be required to set limit switches, it may be convenient to use a reversible variable speed drill to rotate

Adjusting Shaft (1) instead of screwdriver.

Limit Switch Gear Box is gear driven by the gear limit pinion assembly. The gear limit pinion is driven by the actuator output worm and is always mechanucally in step with valve position.

N is the total number of turns of spring loaded gear limit pinion assembly for full valve stroke.

TO SET CLOSE LIMIT SWITCH

(LSC)

1. Close valve, using handwheel.

During handwheel operation note direction of LSC adjusting shaft. After valve is fully Closed, Open it several handwheel turns to allow for coasting.

2. Repeat steps 2 through 5 of LSO setting instructions with screwdriver in LSC cavity.

TO SET INTERMEDIATE SWITCH

(LSA OR LSB)

1. Open Valve to desired position, then repeat steps 2 through 5 of LSO.

TORQUE SEATED VALVES

If valve is a torque seating valve, and the geared limit contacts are used for pilot light indication only, the LSC switch should be set several handwheel turns ahead of torque switch contact action.

This gives proper valve position Pilot

Lamp indication in spite of minor position variations which might occur due to torque seating.

Fig. 3

EIM COMPANY, INC. • 13840 PIKE ROAD • MISSOURI CITY, TX 77489 • (281) 499-1561 • FAX (281) 499-8445

5

TORQUE SWITCH TSC AND TSO SETTING

Description

EIM Torque Switch senses mechanical over load in Close (TSC) or Open (TSO) direction. Worm is supported with bi-directional disc spring stack.

As worm and gear torque increases, the worm moves axially against spring allowing Torque

Limit Gear Assembly to rotate Part No. 1050,

Torque Switch.

Part Number 1050 has N.C. contact for (LSC) and (LSO). Part number 1050-1, in addition to

N.C. also provides a N.O. contact

EIM E1195

Adjust With Screwdriver

The only tool required for torque adjustment is a screwdriver. To change setting: push screwdriver down about 1/16" and rotate.

Torque Switch Calibration

Approximate

Torque Spring Chart

See EIM supplied specification sheet for approximate torque spring settings.

Manufacturing tolerances affect the torque at a specific torque switch setting. If exact torque curve is required; at an additional charge, EIM will test and plot curve for specific actuator.

To Set CLOSE Torque Switch (TSC) a) Close valve using handwheel.

Set valve to the desired torque.

Observe rotating dial for number that corresponds to desired

Valve Close Torque.

b) Insert screwdriver in slot of TSC dial. Press down to disengage and turn the arrow to the setting determined in a). Release at this point and it will re-engage and remain set automatically.

c) Back the valve away from Close position and reseat by handwheel to verify the trip point is at desired setting. The trip point of switch is distinctive as it makes or breaks contact.

d) DANGER:

REVERSE VOLTAGE PHAS-

ING REMOVES TORQUE

SWITCH PROTECTION FROM

REVERSING CONTACTOR.

VALVE DAMAGE COULD

OCCUR. If phasing has not been checked, do so before proceeding. Back valve away from Close position with handwheel and test electrically, using

Close controls. Readjust as required.

To Set OPEN Torque Switch (TSO) a) Follow the procedure as for the

TSC in open position.

Switch Rotation Limit

Torque Switch adjustment rotation may be limited. Remove switch cover to expose anti-rotation pins at Open and Close positions. Remove pin from position 10 and insert into desired number. Torque may be roughly estimated from Table on EIM Spec Sheet or determined by production or actual field test.

EIM COMPANY, INC. • 13840 PIKE ROAD • MISSOURI CITY, TX 77489 • (281) 499-1561 • FAX (281) 499-8445

6

MDPI & POTENTIOMETER GEAR BOX P/N 1030 EIM E1195

Description

Mechanical Dial Position Indicator,

MDPI, Part No. 1030 is a precision assembly of gears, shafts, bearings and slip-clutch designed to drive Position

Indication arrow and/or Potentiometers.

The MDPI is geared to actuator mechanism and is “in-step” with the valve position at all times, whether operation is by motor or handwheel.

MDPI is mounted to the top of Limit

Switches; this allows addition of potentiometer to valve actuators that are determined later to require process control. Top mounting allows for moving valve actuator from one valve to another.

N Number

N is the total number of Gear Limit

Pinion turns for full valve travel. Pinion is Part No. (17) on assembly drawings.

Calibration

MDPI & POT Drive is calibrated after

LSC and LSO are properly set. See p.4.

MDPI and POT

Move valve to Close position. Manually rotate MDPI arrow to indicate Close.

Calibration is complete. Open valve to check that MDPI arrow goes to Open, indicating that N is correct for full valve travel. Potentiometer, if included, has also been calibrated. Mechanical dial travel is 270°. Approximately 5% of total resistance is left on each end of Pot for total valve travel.

10-Turn Pot is driven 8.89 turns; 5% resistance of element is left on each end of Pot for total travel. This may be adjusted to a specific minimum resistance value at Open or Close by using a screwdriver in slot on 10 turn pot.

Potentiometer Only

Potentiometer shaft is rotated by grasping flats of P/N 1031 slip-clutch and turning to desired resistance. 1-turn

Pot is rotated 270° by P/N 1030 gear box.

PART NO. 1030 — CHANGE

Gear System

To Field Mount MDPI:

1) Remove (3) P/N 7078 mounting screws holding P/N 4106 Instruction

Plate to Limit Switch Modules.

2) Using same (3) P/N 7078 screws, attach P/N 4118 MDPI Adapter to top of Limit Switch Modules.

3) Insert MDPI Input Shaft, (P/N 9052-) making sure blade drops into slot.

Input Shaft is different length for combination of limit switches and gear boxes.

3 gear-2 switch uses P/N 9052-5 (0.8")

3 gear-4 switch uses P/N 9052-1 (1.8")

3 gear-5 switch uses P/N 9052-2 (2.3")

4) Install the 1030 assembly on top of the P/N 4118 plate, making sure that the P/N 9052- engages in the slot in bottom of the 1030 assembly.

5) Secure the P/N 1030 with the (3)

P/N 7058 screws.

EIM COMPANY, INC. • 13840 PIKE ROAD • MISSOURI CITY, TX 77489 • (281) 499-1561 • FAX (281) 499-8445

7

1K OHM

CLOSE

1 3 2 4

120V 12 V

7

LSC

8 1 7

LSO

1 8

TSC

C

5

5

6

CLOSE

7

C s

Os

8

OPEN

STOP

X1

TSO

WIRING DIAGRAM SYMBOLS FOR MCP

POTENTIOMETER

Pot. Slider is geared to Valve Position and “In-step” at all times.

TRANSFORMER

230 or 460 Voltage:

460V: 2 to 3 l 230V: 1 to 3 & 2 to 4

Outputs: 120 & 12 VAC

PILOT LAMPS

Actuated by position limit switches

SPACE

HEATER

SPACE HEATER

Heater in Switch Compartment is standard

PHASE SENTRY

Contact made only when Power Voltage phase is proper to L1, L2, & L3. Damage to valve is prevented if Voltage is improperly field connected.

REVERSING CONTACTOR

Showing Open and Close coils, Mechanical Interlock, and Electrical Interlock Contacts Oi & Ci.

POSITION LIMIT SWITCH

Wiping action double break. LSC shown open. LSO shown made.

FUSE

Fuse trip in amps

NUISANCE TRIP

To prevent (TSO) contact tripping when valve has been jammed closed – LSC contact allows valve to open slightly. Contact then open, ensuring torque protection for remaining travel.

TORQUE LIMIT SWITCH

N.C. Double Break Contact Opens when overload occurs.

RESISTOR-FIXED

P1

P2

PUSHBUTTONS N.O.

Momentary N.O. Contact connects control voltage to reversing contactor coils.

Seal-in contacts Cs and Os on contactor allow actuator to go to extremes of travel without continued holding down of button.

PUSHBUTTONS N.C.

Momentary N.C. Contact

NON-FUSED

DISCONNECT

Earth Chassis

GROUNDS

FUSED

DISCONNECT

Hand

Local

Off

Auto

Remote

STOP

(NOTE 7)

P3

CIRCUIT BREAKER

Local Off Remote

OVERLOAD HEATER

TERMINAL POINTS

Factory wired by EIM SELECTOR SWITCH

N.C. & N.O. Double Break

TRUTH TABLE

Selector Switch

CONTACT N.C.

CIRCUIT PLUG &

RECEPTACLE

CONTACT N.O.

EIM E1195

3 PHASE MOTOR

SINGLE PHASE MOTOR

P, Q, &R

SINGLE PHASE MOTOR

MULTI-TURN & M/MGs

Motor Thermal Overload Protection Shown

Motor will not Run

SYMPTOM

No Power available to Actuator

Handwheel Hard to Turn

Valve only opens or closes partially with motor

Torque switch is properly set, but actuator

Torque’s out in mid-travel, open or closed direction

Handwheel will not operate valve

Motor runs but will not operate the valve

Moisture in Electrical Enclosure

Gear (Oil) in Electrical Enclosures

TROUBLE SHOOTING

PROBABLE CAUSE

Blown Control Fuse

Open in Control Circuit

Insulation Resistance Breakdown in Motor

Tripped Circuit Breaker

Valve Stem improperly Lubricated

Actuator Lubrication has broken down

Valve packing gland too tight

Drive Sleeve Bearing Failure

Jammed Valve

Torque Switch Setting too low

Limit Switch Improperly Set

Damaged or bent valve stem

Valve packing too tight

Jammed Valve (obstruction in line)

Handwheel shaft bearing assembly malfunction

Sheared gear key or Stripped Gearing

PS Shifter Position or Malfunction

Broken Handwheel Shaft

Broken Valve Stem or Stripped Stem Nut

Motor Bearing Assembly Malfunction

Sheared gear key (fastener pin)

Stripped Gearing

Broken Valve Stem or Stripped Stem Nut

Leakage through Conduit Entry

Electrical Enclosure is not properly sealed

Space Heater Inoperable

Pressure Relief Fitting not installed

Bad Seal on T/L or G/L Assembly

CORRECTIVE ACTION

Check Fuse and Replace as necessary

Refer to appropriate wiring diagram and check for continuity

Perform Megger Test

Reset Circuit Breaker

Lubricate with Grease

Clean out old grease and replace with recommended lubricant

Loosen packing gland nuts as necessary

Replace Bearing

Refer to Valve Maintenance

Check Setting and Reset if necessary

Check Switch Actuation and recalibrate if necessary

Refer to Valve Maintenance

Refer to Valve Maintenance

Refer to Valve Maintenance

Repair or replace as necessary

Replace as necessary

Replace Gear(s)

Repair or replace as necessary

Repair or replace as necessary

Repair or replace as necessary

Replace

Replace

Repair or replace as necessary

Replace Packing (O-ring, neoprene grommet, etc.) as necessary

Inspect and replace O-ring if necessary

Check Circuit continuity for Heater

Install Pressure Relief Fitting

Replace Stat-O-Seals or O-Rings

Rotate Actuator Mounting

EIM COMPANY, INC. • 13840 PIKE ROAD • MISSOURI CITY, TX 77489 • (281) 499-1561 • FAX (281) 499-8445

E2K-401-0298

8

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Key Features

  • Modular Control Package (MCP)
  • Mechanical Stops for Valve Travel
  • Torque Switch Settings
  • Space Heater
  • Pressure Relief Vent Fitting
  • Position Indication

Frequently Answers and Questions

What is the purpose of the space heater?
The space heater is designed to protect the electrical and electronic components inside the actuator from damage due to cold temperatures. It is necessary to protect the components when the actuator is stored in an unprotected area for a long period. It is located in the switch compartment of the actuator according to the manual.
How do I set the torque switch?
You will need a screwdriver to set the torque switch. According to the manual, you should move the valve to the desired torque and push the screwdriver down to disengage and turn the arrow to the desired setting. You must test the setting after by backing the valve away from the closed position.
How do I set the limit switch?
To set the limit switch, first move the valve to the mid-position, then phase the power voltage. Open the valve and close it several handwheel turns. Disengage the spring loaded spur gear and then line up the limit switch indicator to the arrows on the instruction plate. Reengage the spring loaded gear. Repeat the process for the close limit switch and intermediate switch.

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