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Installation, Operation and Maintenance Manual

VCIOM-13254-EN Rev. 3

February 2021

23

Section 4: Set-up/Start-up Procedure

Set-up/Start-up Procedure

4.3.1

Material and Equipment for Start-up and Set-up

To complete this procedure, you will also need the following materials and equipment:

Table 4.

Required Material and Equipment

Required Material and Equipment

Miscellaneous fittings, adapters and Hand Tools: complete complement of open end

((SAE and metric)) wrenches, screw drivers Philips and flat blade and a set of hex wrenches

Primary Power Source for the EHO ((check the EHO System Electrical Diagram for requirements))

Supplemental quantity of hydraulic fluid, if needed

((See 2.6, Hydraulic Fluid, and EHO specification for required fluid type))

Nitrogen Source ((if an Accumulator is supplied with the EHO))

4.2

Initial Check of the Unit

NOTE:

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 damaged.

4.2.3

Using the Schematic drawing, verify that the Flow Control Valves (7) are fully
opened ((turn stem completely counterclockwise)).

4.2.4

Ensure Isolation Valve (Accumulator drain) (24) is closed ((if applicable)).

4.2.5

Ensure Isolation Valve (Nitrogen Blow Down and Fill) (25) is closed ((if applicable)).

4.3

Initial Connections

Electrical connections should have been made to the STC (Separate Terminal Chamber).
If power is not connected, follow the instructions under Section 3, Electrical Connections,
before continuing. If an ((optional)) Circuit Breaker Module is provided, ensure it is turned
to OFF.

!

CAUTION

Before the actuator is stroked, check to see it has been filled with fluid to the proper level.

((See 2.7, Hydraulic Fluid.))

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Содержание Bettis Electro-Hydraulic Operated

Страница 1: ...mension Double Acting Actuator EHO 01 05 EN Page 2 of 2 Rev 0 Installation Operation and Maintenance Manual VCIOM 13254 EN Rev 3 February 2021 Bettis EHO Electro Hydraulic Operated Double Acting Actuator ...

Страница 2: ...Installation Operation and Maintenance Manual VCIOM 13254 EN Rev 3 Notes February 2021 This page intentionally left blank ...

Страница 3: ...e Limit Stops 12 2 7 Hydraulic Fluid 12 2 8 Accumulator Optional 13 Section 3 Electrical Connections 3 1 Remove Separate Terminal Chamber STC Cover 18 3 2 Sealing Cable Conduit Entries 19 3 3 Recommended Terminal Connections 19 3 4 Separate Terminal Chamber STC Connections 20 3 5 Replace Terminal Chamber Cover 20 3 6 External Earth Ground Connections 20 3 7 Discrete Controlled Inputs Connection 21...

Страница 4: ...2 Reservoir 35 5 3 Main Components 35 5 4 Functional Description 39 Section 6 Pushbutton Module PBM 6 1 Selector Knob and Control Pushbuttons 42 Section 7 Troubleshooting Troubleshooting 43 Section 8 Hazardous Area Classification and SIL Certification Hazardous Area Classification and SIL Certification 44 Section 9 Weights and Dimensions 9 1 EHO Standard Double Acting 45 ...

Страница 5: ...trical power A hydraulic handpump 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 ...

Страница 6: ...entirety 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...

Страница 7: ...on 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 Normall...

Страница 8: ...any 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 Hydra...

Страница 9: ...s of whether or not the valve is under pressure 2 3 Actuator Preparation 2 3 1 Once the EHO Actuator is uncrated and cleaned for installation check to ensure there will be no interference with piping or other structure when the 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 th...

Страница 10: ...ng CAUTION 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...

Страница 11: ...tab See Figure 2 Figure 3 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 w...

Страница 12: ...ted 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 w...

Страница 13: ...ted 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 actua...

Страница 14: ...on 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 mounte...

Страница 15: ...ng 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 a...

Страница 16: ...the stop position If adjustment is required slowly pump the actuator off the full stroke position 2 7 Hydraulic Fluid Bettis Electro Hydraulic Operated actuators are shipped with the reservoir filled to operation level Before commissioning and periodically afterwards check to see the fluid level is correct The oil fill cap is provided with a dipstick marked with a green and a red mark When the opt...

Страница 17: ...rming any type of maintenance Wear proper safety attire and required personal protective 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 fr...

Страница 18: ...equal to the ambient temperature a minimum of 4 hours Adjust the pre charge pressure as required to conform to the Pressure versus Temperature graph a After the nitrogen filling is complete close the Isolation Valve F Nitrogen Blow Down and Fill b Disconnect the nitrogen supply and remove the female pipe adaptor from Isolation Valve F c Install the straight thread plug and O ring shipped as an acc...

Страница 19: ...tional Accumulator System TO MANIFOLD POWER PORT TO CYLINDER Table 3 Typical EHO Optional Accumulator System Part Number Part Name A Reservoirs B Accumulator C Nitrogen Relief Valve D 3 way Isolation Valve E Isolation Valve Accumulator Drain F Isolation Valve Nitrogen Blow Down and Fill G Nitrogen Pressure Gauge H Nitrogen Gauge Isolation Valve I Speed Control ...

Страница 20: ...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 bypass valve closed reconnect the hydraulic power supply and bring the accumulator back up to full pressure h Check the entire nitrogen circuit for ...

Страница 21: ... Manual VCIOM 13254 EN Rev 3 February 2021 17 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 ...

Страница 22: ...s Section 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 ...

Страница 23: ...g 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 connectors 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 with a common or Phillips head screwdriver 3 3 2 If bar...

Страница 24: ...d wire 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 a...

Страница 25: ...ons Electrical Connections 3 7 Discrete Controlled Inputs Connection The 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 Figur...

Страница 26: ... components 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 personne...

Страница 27: ...dure 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 damaged 4 2 3 Using the Schematic drawing verify that the Fl...

Страница 28: ...rd in the horizontal position both Handpump Selector Valves M 4 4 1 3 Select and push inward the open or close knob located on the Handpump Selector Manifold L 4 4 1 4 Use supplied Handpump 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...

Страница 29: ...horizontal position both Handpump Selector Valves M 4 4 2 4 Select and push inward the open or close knob located on the Handpump Selectoranifold L 4 4 2 5 Use supplied Handpump Handle to discharge hydraulic fluid into the open 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...

Страница 30: ... Way Remote Electric With an ESD Solenoid Function Schematic 4 4 3 Manual Open or Close with Accumulator Override feature Optional NOTE The components referenced below are referencing Schematic 4 4 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 L Handpump Selector M ...

Страница 31: ...erride Isolation Valve AD for actuator open stroke and AE for actuator closing stroke The Isolation Valve is in the actuator stroking position when rotated downward to the horizontal position 4 4 3 2 After completion of the Accumulator manual override stroke return the Isolation Valve AD or AE to the upward vertical position Figure 17 2 Way Remote Electric With Emergency Shutdown Feature Powered b...

Страница 32: ...fully stroked and makes contact with the actuators adjustable stops observe if any leakage is detected at any tube fittings or port connections from the Handpump to the Actuators operating ports 4 5 5 Push the Pump Bypass Valve located on the top of the Handpump Selector Manifold L and pull the pump handle downward retracting the pump ram into the pump body 4 5 6 Select and push inward the opposit...

Страница 33: ...rom Reservoir I and pushes it into the Bettis G series 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 fo...

Страница 34: ...itch cover to be open while electrical power is connected to the unit Follow these steps only when the atmosphere is free of explosive gases 4 7 3 Close Limit Switch Adjustment 4 7 3 1 The Open and Close Limit Switches shown in Figure 20 are operated by targets mounted in a plastic disk that rotates with the actuator stroke To adjust a Target push down on it and slide it in a clockwise or counterc...

Страница 35: ...t 4 7 4 1 With the actuator in the Open Position rotated fully counterclockwise the Target for OPEN LS 1 will need to be adjusted 4 7 4 2 Reconnect electrical power to the unit 4 7 4 3 Push down on the Target for OPEN LS 1 and move counterclockwise until it is off of the switch in the counterclockwise direction Both the OPEN and the CLOSE lights on the PBM Pushbutton Module should be illuminated a...

Страница 36: ...sition 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 Pres...

Страница 37: ...n 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 Handpump 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 closed and Isolation Valves N and O are both ...

Страница 38: ...lose stroke the Limit Switch s can be configured to de energized the solenoid that is energized Some field installations can use the 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 4 9 Other Options Other options such as Partial Stroke Test may have been supplied wi...

Страница 39: ... Power System The Hydraulic System powered by an electric motor contains manifold based valves and controls with minimal piping The system will drive the actuator to the OPEN CLOSE position as selected by 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 an...

Страница 40: ...and close solenoid valve items J and K AA Suction Strainer T Check Valve U Relief Valve A pressure relief valve is provided to protect the actuator and control system from over pressurization caused by the pump or thermal expansion of the hydraulic fluid Q Hydraulic Pressure Gauge R Pressure Switch L Handpump Used to manually stroke the actuator open or closed M Handpump Selection Valves These two...

Страница 41: ...Pump I Fluid Reservoir K 3 Way Normally Closed Solenoid Valve for closing the actuator J 3 Way Normally Closed Solenoid Valve for opening the actuator V Adjustable Flow Controls There are two flow controls located upstream of the open and close solenoid valve items J and K AA Suction Strainer T Check Valve U Relief Valve A pressure relief valve is provided to protect the actuator and control syste...

Страница 42: ...e is provided to prevent the nitrogen gas pressure to reach an over pressurization point caused by the pump or excessive thermal expansion 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...

Страница 43: ...ng solenoids J or K are energized open and the motor Z drives the hydraulic pump Y to supply the actuator open or closing port thru the energized solenoid 5 4 1 2 Manual Handpump Stroke a Open the handpump selection isolation valve M to the pump position 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 handpump L c Stro...

Страница 44: ...the signal to the ESD solenoid the solenoid will de energize and open allowing hydraulic supply fluid from the accumulator E to pass thru the ESD solenoid and to the closing port of the actuator W 5 4 2 4 Manual Handpump Stroke 1 Open the Handpump Selection Isolation Valve M to the pump position NOTE Both Handpump Selection Isolation Valves M must be engaged whether hand pumping open or close 2 Se...

Страница 45: ...ists of the following as shown in Figure 25 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 Open Close STOP Local HAND OFF Remote AUTO ...

Страница 46: ... Local 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 Localoperation Allowscontrolfromthelocal controlknob Table 6 Pushbuttons Pushbutton Local Control Mode Function STOP Stop movement Prevents motor operation CLOSE Actuator moves to close position OPEN Actuat...

Страница 47: ...sition 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 Handpump isolation valve O is closed if optional accumulator is provided 4 ESD solenoid is not energized because signal power is...

Страница 48: ... 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 substances in electrical and...

Страница 49: ...on 9 Weights and Dimensions 9 1 EHO Standard Double Acting NOTE Weights and dimensions shown are nominal values for accurate weights and dimensions always refer to the General Arrangement Drawing for the unit being worked on CYLINDER CL POWER MODULE HYDRAULIC MANIFOLD ASSEMBLY LOCAL DISPLAY MODULE Local Remote Operation CIRCUIT BREAKER MODULE 2x STOP ADJUSTMENT SCREW CYLIDER CL VALVE CL VALVE MOUN...

Страница 50: ... T 1 281 477 4100 Av Hollingsworth 325 Iporanga Sorocaba SP 18087 105 Brazil T 55 15 3413 8888 ASIA PACIFIC No 9 Gul Road 01 02 Singapore 629361 T 65 6777 8211 No 1 Lai Yuan Road Wuqing Development Area Tianjin 301700 P R China T 86 22 8212 3300 www emerson com bettis VCIOM 13254 EN 2021 Emerson All rights reserved The Emerson logo is a trademark and service mark of Emerson Electric Co BettisTM is...

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