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Emerson Bettis EHO, Installation And Operation Manual

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Emerson Bettis EHO Installation And Operation Manual Download Page 14

11

Installation and Operation Manual

Part Number: VA001-507-32, Rev. 1

August 2016

Section 2: Installation

Installation

2.5 

Installing the EHO Actuator on the Valve

The actuator will be bolt-mounted directly to a bracket or adaptor that will be bolted 
securely to the mounting flange top works of the valve.

2.5.1 

Check to see that the dimensions of the bracket or adaptor are suitable for use 
with the valve mounting flange and stem.

2.5.2  Check valve direction of rotation and the actuator direction of rotation to see 

they match (for example: CW = close, CCW = open).

2.5.3  Check to see the actuator and valve are in the same relative position (see 2.3.3).
2.5.4  Check all mounting surfaces, they must be clean and free of debris to permit 

proper fit up.

2.5.5  Prior to mounting, grease the coupling bore and the bore of the actuator.

NOTE:  

Do not apply grease to the mounting flange surfaces on the valve or the adaptor.

2.5.6  Install the stem key and grease it (keys may be held in place with tape).
2.5.7  Install the coupling onto the stem and stem key.
2.5.8  Install the coupling key and grease it.
2.5.9  Carefully align the coupling and key to the bore and keyway in the actuator 

and slide the actuator onto the coupling until the adapter (bracket) bottoms 
out on the valve bonnet.

NOTE:  

Ensure the adapter seats out on the valve bonnet, without interference, before  
installing fasteners.

2.5.10  Use the required fasteners to firmly attach the adapter to the valve bonnet. 

Tighten the fasteners to their manufacturer’s recommended maximum torque 
(dry or lubricated).

2.6 

Setting the Stroke Limit Stops

2.6.1 

The Bettis G-Series is provided with bi-directional travel stops allowing 80° to 
100° total travel (+/- 5° adjustment at each end of the 90° stroke).

2.6.2  Actuators are shipped from the factory with the travel stops adjusted for 

approximately 90° rotation. Generally, it is necessary to make slight travel 
stop adjustments once the actuator is installed on the valve. Refer to the valve 
manufacturer's recommendations for specific requirements.

2.6.3  When the valve has internal stops, the actuator stops must be set so that the 

load is applied to them, not the valve stops.

2.6.4  If adjustment is required, use the hand pump to move the actuator off the stop 

at the closed position before attempting to turn the adjusting screw (refer to 
4.4, Hand Pump Operation).

Summary of Contents for Bettis EHO

Page 1: ...allation and Operation Manual Part Number VA001 507 32 Rev 1 Release August 2016 Bettis EHO Electro Hydraulic Operated Double Acting Actuator Dimension Double Acting Actuator EHO 01 05 EN Page 2 of 2 Rev 0 ...

Page 2: ...l 12 Section 3 Electrical Connections 3 1 Remove Separate Terminal Chamber STC Cover 17 3 2 Sealing Cable Conduit Entries 18 3 3 Recommended Terminal Connections 18 3 4 Separate Terminal Chamber STC Connections 19 3 5 Replace Terminal Chamber Cover 19 3 6 External Earth Ground Connections 19 3 7 Discrete Controlled Inputs Connection 20 Section 4 Set up Start up Procedure 4 1 Preparation 21 4 2 Ini...

Page 3: ...ontrol Pushbuttons 40 Section 7 Troubleshooting Section 8 Hazardous Area Classification and SIL Certification Section 9 Weights and Dimensions 9 1 EHO Standard Double Acting 43 Section 10 Sample Wiring Diagram 10 1 2 Way Electric Powered By an Electro Hydraulic Power Unit 44 10 2 2 Way Electric With Emergency Shutdown Feature Powered By an Electro Hydraulic Power Unit 45 ...

Page 4: ...cal power A hydraulic hand pump can be used to stroke the actuator during commissioning or in the event of an emergency power loss Electronic modules are contained within an explosion proof IP68 enclosure and all electronic components are isolated from the customer connection terminals The EHO provides a compact design with actuator and control components that have been field proven for decades in...

Page 5: ...tirety Failure to observe these safety notices could result in serious bodily injury damage to the equipment void of the warranty Take special notice of all tags warning labels and instructions presented on the actuator These may provide more specific and significant information regarding the actuator than this general manual It is the responsibility of the user to ensure proper safety practices a...

Page 6: ... Manual SCH Self Contained Hydraulic ESD Emergency Shutdown FS Fail safe SR Spring Return DA Double Acting MAWP Maximum Allowable Working Pressure MOP Maximum Operating Pressure STC Separate Terminal Chamber PBM Pushbutton Module LDM Local Display Module RDM Remote Display Module CBM Circuit Breaker Module PCB Printed Circuit Board LS Limit Switch PS Pressure Switch NC Normally Closed NO Normally ...

Page 7: ...y unpainted or exposed metal surfaces and make sure they are protected with a coating of grease to prevent any corrosion Cover the actuator to prevent damage from site debris 2 1 2 Tools and Materials Required To complete these procedures you will need the following documentation for the Bettis EHO Actuator and items indicated in the table below General Arrangement Drawing Bill of Material Hydraul...

Page 8: ... actuator is properly mounted to the valve NOTE At this point check to see that when the actuator is mounted to the valve and in its final orientation the outboard end of the power cylinder positioned below the Hydraulic Reservoir Breather If this is not possible contact Bettis for further instructions on piping to elevate the breather See Vertical Mounted Actuator 2 4 4 2 3 2 Check that all mount...

Page 9: ...Be sure to use appropriately rated crane hoist and straps chains to raise and lower the actuator 2 4 1 G01X G2 and All E Series Actuators 2 4 1 1 Horizontal Pipeline Vertical Stem The small G Series and all E Series actuators mounting on a horizontal pipeline with a vertical valve stem should be supported under the C bracket and a two point attachment for balance A strap may be attached to the sta...

Page 10: ...b See Figure 2 Figure 2 G01 G3 and all E Series Actuators with Horizontal Pipeline and Horizontal Stem 2 4 2 G3 Series Actuators 2 4 2 1 Horizontal Pipeline Vertical Stem The G3 Series actuator mounting on a horizontal pipeline with a vertical valve stem should be supported at the ends of the drive module A strap may be attached to the stabilization tab on the spring module to balance the unit whi...

Page 11: ...d crane hoist and straps chains to raise and lower the actuator See Figure 2 above 2 4 3 G4 G7 Series Actuators 2 4 3 1 Horizontal Pipeline Vertical Stem The G4 G7 Series actuators mounting on a horizontal pipeline with a vertical valve stem should be supported using the lift lugs attached to the drive module A strap may be attached to the stabilization tab on spring module to balance the unit whi...

Page 12: ...d using the lift lugs attached to the drive module A strap may be attached to the stabilization tab on spring module to balance the unit while lifting The weight of the actuator must be supported by the lugs at drive module not the stabilization tab See Figure 5 Figure 5 G4 G7 with a Horizontal Pipeline and Horizontal Stem CAUTION Never lift the actuator with a valve attached Always handle actuato...

Page 13: ... tab on spring module to balance the unit while lifting The weight of the actuator must be supported by the straps running over the spring module and under the drive module flange Figure 6 Vertical Actuator Lift CAUTION Never lift the actuator with a valve attached Always handle actuator valve assemblies by attaching lifting equipment to the valve only NOTE When a vertical EHO Actuator is mounted ...

Page 14: ... key and grease it 2 5 9 Carefully align the coupling and key to the bore and keyway in the actuator and slide the actuator onto the coupling until the adapter bracket bottoms out on the valve bonnet NOTE Ensure the adapter seats out on the valve bonnet without interference before installing fasteners 2 5 10 Use the required fasteners to firmly attach the adapter to the valve bonnet Tighten the fa...

Page 15: ...ked with a green and a red mark When the optional accumulator is drained of fluid and the actuator is at Fail safe Position the oil should be at the green mark The reservoir also has a sight gauge for the purpose of seeing fluid is present Should fluid need to be added or replaced use only factory approved hydraulic fluid This specification covers hydraulic fluids which are approved by engineering...

Page 16: ...ve equipment including safety glasses 2 8 2 Accumulator Pre charge a Locate Isolation Valve F Nitrogen Blow Down and Fill for the Customer Nitrogen Fill Connection called out on the General Arrangement Drawing and Hydraulic Schematic see illustration below b Close the Isolation Valve F and remove the pipe plug from the adaptor NOTE The Adaptor is tapped with a 1 4 NPTF thread c Ensure 3 way Isolat...

Page 17: ...ure versus Temperature graph g After the nitrogen filling is complete close the Isolation Valve F Nitrogen Blow Down and Fill h Disconnect the nitrogen supply and remove the female pipe adaptor from Isolation Valve F i Install the straight thread plug and O ring shipped as an accessory into Isolation Valve F NOTE The straight thread plug must be installed after filling is complete to prevent accid...

Page 18: ...gen pressure gauge G and compare it to the Oil Temperature Chart shown on the General Assembly Drawing for the job being checked e If the pre charge is low add nitrogen to increase the pressure to the requirements listed on the GA Oil Temperature Chart See 2 8 2 Accumulator Pre charge if the pre charge is high relieve pressure to equal the GA Oil Temperature Chart f Record Information below g With...

Page 19: ...507 32 Rev 1 Section 2 Installation Installation 2 8 4 Nitrogen Pre charge Maintenance Record Serial Number _____________________________ Tag Number _______________________________ Date Initial Pre charge GA Chart Requirement Final Pre charge Nitrogen Leak Test Signed ...

Page 20: ...ection 3 Electrical Connections 3 1 Remove Separate Terminal Chamber STC Cover WARNING Always verify electrical power is disconnected before removing the STC cover 3 1 1 Remove cover with a strap wrench drift or pinch bar by rotating the cover counterclockwise Figure 8 Remove STC Cover Turning Counterclockwise Figure 9 Lay Cover Aside ...

Page 21: ...nectors are wire binding screw connectors with rising captive plates Connections can be made one of three ways Strip and connect bare wire Strip and install wire ferrule Strip and install crimp on insulated or non insulated ring or fork tongue connec tors for either M3 control signal terminal block screws or M4 power terminal screws 3 3 1 Loosen terminal block connectors L1 L2 L3 and GND screws wi...

Page 22: ...re connections are screw size M4 The control connection screw size is M3 3 5 Replace Terminal Chamber Cover 3 5 1 Clean electrical enclosure threads thoroughly and lightly grease with dielectric grease before closing 3 5 2 Replace the cover by reversing the order of the steps to remove the cover 3 6 External Earth Ground Connections External connection points are provided on the operator for attac...

Page 23: ...actuator can be controlled by discrete inputs two wire control three wire control four wire valve control Connect the power for these discrete inputs as detailed in Figures 13 and 14 See Section 3 3 Electrical Connections for general electrical connection requirements Figure 13 Control Input Wiring Internal Power Supply Figure 14 Control Input Wiring External Power Supply 24 VDC ...

Page 24: ...omponents labeled on the wiring diagram Numbers in correspond to components labeled on the schematic diagram Information in is descriptive When the Bettis EHO is delivered to the job site it has been both pressure and function tested The oil reservoir was filled to operation level when it shipped from factory 4 1 Preparation 4 1 1 Safety First Hydraulic Pressure WARNING Ensure that test personnel ...

Page 25: ...and is for illustration purposes only When using this procedure refer to the Bettis EHO Actuator General Arrangement Drawing and Hydraulic Schematic for the unit being worked on 4 2 1 Check to ensure all hydraulic tube fittings are tight Vibration during shipment may have loosened connections 4 2 2 Visually inspect the unit to make sure tubing hand valves gauges and other equipment have not been d...

Page 26: ... located on the Hand Pump Selector Manifold L 4 4 1 4 Use supplied Hand Pump Handle to discharge hydraulic fluid into the open or close side of the actuator cylinder 4 4 1 5 Continue hand pumping until the actuator completes the open or close stroke and contacts the actuators adjustable end stops 4 4 1 6 Once completion of the Hand Pumping operation push the Pump By Pass Valve located on the top o...

Page 27: ...n or close side of the actuator cylinder 4 4 2 6 Continue hand pumping until the actuator completes the open or close stroke and contacts the actuators adjustable end stops 4 4 2 7 After completion of the Hand Pumping operation push the Pump By Pass Valve located on the top of the Hand Pump Selector Manifold L and pull the pump handle downward retracting the pump ram into the pump body 4 4 2 8 Rot...

Page 28: ...ptional E Hydraulic Accumulator With Nitrogen Blanket Charge Optional H Accumulator Isolation Valve Optional N Accumulator Isolation Valve Optional R Pressure Switch Q Hydraulic Pressure Gauge S Pressure Transmitter Optional T Check Valve V Adjustable Flow Controls U Relief Valve O Hand Pump Isolation Valve Optional W Bettis G series Double Acting Actuator AB Pressure Transmitter Optional J Openin...

Page 29: ...le downward retracting the pump ram into the pump body 4 5 6 Select and push inward the opposite open or close knob located on the Hand Pump Selector Manifold L 4 5 7 Repeat steps 4 5 3 thru 4 5 5 4 5 8 Rotate both Hand Pump Selector Valves M back into the upward vertical position 4 6 Check Rotation NOTE The components referenced below are referencing to schematic found in section 10 2 and is for ...

Page 30: ...eries hydraulic cylinder W 4 6 8 Shut off the electrical power going to the unit if an optional Circuit Breaker Module is supplied turn the Circuit Breaker to OFF 4 7 Limit Switch Adjustment 4 7 1 To complete limit switch adjustment the actuator will need to be stroked from a fully closed position to a fully open position etc several times In the following instructions the electric motor is used t...

Page 31: ... it and slide it in a clockwise or counterclockwise direction Figure 20 View of Limit Switch Targets NOTE The Switch Targets will be labeled to identify the switch they operate 4 7 3 2 With the actuator in the Close Position rotated fully clockwise the Target for CLOSE LS 2 will need to be adjusted 4 7 3 3 Reconnect electrical power to the unit 4 7 3 4 Push down on the Target for CLOSE LS 2 and mo...

Page 32: ...n Both the OPEN and the CLOSE lights on the PBM Pushbutton Module should be illuminated at this point 4 7 4 4 Now push down and slide the Target for OPEN LS 1 clockwise until the CLOSE light just goes out It is important to always adjust a Target in the opposing direction of the valve travel to get an accurate setting 4 7 4 5 With the LOCAL OFF REMOTE Switch set to LOCAL push the CLOSE PUSHBUTTON ...

Page 33: ...tion 4 8 1 2 Energize the desired solenoid valve J to open the actuator or K to close the actuator 4 8 1 3 Push and release the OPEN CLOSE PUSHBUTTON to start the Electric Motor The Hydraulic Pump Draws Fluid from the Reservoir and discharges fluid thru either the opening solenoid J or the closing solenoid K which ever one is energized 4 8 1 4 Upon completion of the open or close stroke the Pressu...

Page 34: ...cing Schematic 4 8 2 and is for illustration purposes only When using this procedure refer to the Bettis EHO Actuator General Arrangement Drawing and Hydraulic Schematic for the unit being worked on 4 8 2 1 Ensure both Hand Pump Selection Valves M are in the automatic open position 4 8 2 2 ESD Emergency Shut Down Solenoid Valve P is constantly energized closed 4 8 2 3 Ensure Isolation Valve H is c...

Page 35: ...customer s control room logic to de energize the solenoids after the actuator stroke open or close is reached Figure 22 2 Way Remote Electric With an ESD Solenoid Function Schematic L Hand Pump Selector M Hand Pump Selection Valves H Accumulator Isolation Valve Optional N Accumulator Isolation Valve Optional J Opening Solenoid K Closing Solenoid O Hand Pump Isolation Valve P ESD Solenoid Valve Opt...

Page 36: ...operation personnel 5 2 Reservoir The Bettis Self contained Electro Hydraulic Actuator includes a fluid reservoir sized to contain the hydraulic fluid required to operate the actuator cylinder and controls The standard unit has a sight gauge to ensure presence of fluid and a dipstick measure attached to the fill breather cap to more accurately gauge the quantity of fluid contained 5 3 Main Compone...

Page 37: ...d close solenoid valve items J K AA Suction Strainer T Check Valve U Relief Valve A pressure relief valve is provided to protect the actuator and con trol system from over pressurization caused by the pump or thermal expansion of the hydraulic fluid Q Hydraulic Pressure Gauge R Pressure Switch L Hand Pump Used to manually stroke the actuator open or closed M Hand Pump Selection Valves These two va...

Page 38: ...en Optional AE Accumulator override valve to close Optional Z Electric Motor AA Suction Strainer I Fluid Reservoir L Hand Pump M Hand Pump Selection Valves M M L H N W AD AE E B A D J X Y Z AA I K O P AC R Q T U V S W Bettis G Double Acting Actuator Z Electric Motor Y Hydraulic Pump I Fluid Reservoir K 3 Way Normally Closed Solenoid Valve for closing the actuator J 3 Way Normally Closed Solenoid V...

Page 39: ...nsion N Optional Accumulator Isolation Valve Used to isolate the accumulator for repair or maintenance AB Optional Pressure Transmitter Used to transmit the pressure required to stroke the valve over time as a diagnostic feature H Optional Accumulator Isolation Valve This valve allows the hydraulic pressure to by pass back to the reservoir D Optional Isolation Valve Used to blow down or decay the ...

Page 40: ...tion Note both isolation valves M must be engaged whether hand pumping open or close b Select and push the open or close knob on the hand pump L c Stroke the hand pump L until the OPEN CLOSE stroke is completed d Push the manual relief valve located on the hand pump to retract the pump ram back into the pump body and pull the pump handle down e Upon completion of the OPEN CLOSE hand pump stroke re...

Page 41: ...ection Isolation Valve M to the pump position NOTE Both Hand Pump Selection Isolation Valves M must be engaged whether hand pumping open or close 2 Select and push the open or close knob on the Hand Pump L 3 Stroke the hand pump until the OPEN CLOSE stroke is completed 4 Push the manual relief valve located on the hand pump to retract the pump ram back into the pump body and pull the pump handle d...

Page 42: ...shbutton Module consists of the following as shown in Figure 18 Two Pilot Lights OPEN and CLOSE Three Pushbuttons OPEN CLOSE AND STOP Local OFF Remote Selector Knob Figure 25 Pushbutton Module PBM The Pushbutton Module is the interface used to setup and operate the actuator and display valve position To use the Local Control and Selector Knob refer to the following tables ...

Page 43: ...l Control Mode Function OFF Stop Return position Stop movement Prevents motor operation REMOTE Auto Clockwise Remote control Allows control from remote location LOCAL Hand Counterclockwise Local operation Allows control from the local control knob Table 6 Pushbuttons Pushbutton Local Control Mode Function STOP Stop movement Prevents motor operation CLOSE Actuator moves to close position OPEN Actua...

Page 44: ...on 2 Ensure the field power wiring is an adequate size 3 Power supply is insufficient 4 Check to see if thermal overload is tripped EHO motor runs but fails to develop sufficient pressure to open the valve 1 Low fluid level in reservoir 2 Wrong motor shaft rotation 3 Hand pump isolation valve O is closed if optional accumulator is provided 4 ESD solenoid is not energized because signal power is in...

Page 45: ... Division I Groups C and D Group B configuration upon request FM Factory Mutual Certification Class I II and III Groups C D E F G Division I T4 Group B configuration upon request ATEX Directive EExd IIB T4 RoHS Directive This product is only intended for use in large scale fixed installation excluded from the scope of Directive 2011 65 EU on the restriction of the use of certain hazardous substanc...

Page 46: ...1 9 810 3 66 8 1696 7 4 3 109 2 770 349 G4004 0 53 0 1346 2 35 5 901 7 32 9 835 7 67 8 1722 1 5 3 134 6 783 355 G5004 0 58 3 1480 8 37 4 950 0 34 8 883 9 73 2 1859 3 5 5 139 7 1141 518 G5005 0 59 3 1506 2 38 4 975 4 35 8 909 3 74 2 1884 7 6 5 165 1 1300 590 G7005 0 64 3 1633 2 40 4 1026 2 39 7 1008 4 81 6 2072 6 6 8 172 7 1786 810 G7008 0 65 3 1658 6 41 4 1051 6 40 7 1033 8 82 6 2098 0 7 8 198 1 1...

Page 47: ...2 Way Electric Powered By an Electro Hydraulic Power Unit Q Hydraulic Pressure Gauge R Pressure Switch S Pressure Transmitter Optional T Check Valve U Relief Valve V Adjustable Flow Controls W Bettis G series Double Acting Actuator J Opening Solenoid K Closing Solenoid X Shuttle Valve Optional Y Hydraulic Pump Z Electric Motor AA Suction Strainer I Fluid Reservoir L Hand Pump M Hand Pump Selection...

Page 48: ...mulator With Nitrogen Blanket Charge Optional H Accumulator Isolation Valve Optional N Accumulator Isolation Valve Optional R Pressure Switch Q Hydraulic Pressure Gauge S Pressure Transmitter Optional T Check Valve V Adjustable Flow Controls U Relief Valve O Hand Pump Isolation Valve Optional W Bettis G series Double Acting Actuator AB Pressure Transmitter Optional J Opening Solenoid K Closing Sol...

Page 49: ...le upon request for problems which our customers do not wish to handle If the requirement should arise please feel free to contact Emerson Actuation Technologies Inc 19200 Northwest Freeway Houston TX 77065 T 1 281 477 4100 F 1 281 477 2809 ...

Page 50: ......

Page 51: ...ecifications of our products at any time without notice NORTH SOUTH AMERICA 19200 Northwest Freeway Houston TX 77065 T 1 281 477 4100 F 1 281 477 2809 Av Hollingsworth 325 Iporanga Sorocaba SP 18087 105 Brazil T 55 15 3238 3788 F 55 15 3228 3300 ASIA PACIFIC No 9 Gul Road 01 02 Singapore 629361 T 65 6777 8211 F 65 6268 0028 No 1 Lai Yuan Road Wuqing Development Area Tianjin 301700 P R China T 86 2...

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