Installation, Commissioning and Maintenance
Manual
10
10.0 Installation on Valve
Before proceeding, read and understand the Health and
Safety information.
Note: The valve must be properly secured prior to
performing the following operations per instructions
provided by the Valve’s Manufacturer.
Prior to performing any operations check the
operating drawings and TAG numbers.
Consult Rotork Fluid Systems for any additional information.
10.1 Preliminary Actions
Verify the ATEX classification of the actuator is
compatible with the plant zoning. Refer to actuator
nameplate.
• The centreline of the cylinder is usually aligned to the
centreline of the associated pipe work
• Ensure all fasteners are adequately tightened, to avoid
loosening during operation, considering the vibrations
induced by the dynamics of the pipeline
• Piping used to provide power to the actuator must be
free from contaminants and debris. Ensure tubing runs
are adequately fastened and supported to minimize
repetitive stress induced the dynamics of the pipeline.
Ensure there are no leaks from any gas connections.
Tighten as required.
10.2 Instructions
The actuator assembly on valve can be performed by:
• Mounting directly using the actuator housing flange with
threaded holes
• Using an adapter and a coupling joint between the
actuator and the valve
The assembly position of the actuator must be in accordance
with the actuator design, plant requirements and the valve
model.
To assemble the actuator onto the valve, proceed as follows:
• Verify the coupling dimensions of the valve flange and
stem; they must meet the actuator coupling dimensions
(See document PUB083-001)
• Actuator is supplied in the fail position (for single-acting).
Set the valve in the right position per the actuator fail
position. Check the position of the actuator by means of
the position indicator on the centre body or on the limit
switch box (if present)
• Clean the coupling flange of the valve and remove
anything that might prevent adherence to the actuator
flange. Grease shall be completely removed
• Inspect, clean and apply grease on the coupling hole
(valve side of coupling joint)
• Lubricate the valve stem with oil or grease, to facilitate
assembling
• Lift the actuator according to instructions reported in
• If possible, place the valve stem in a vertical position to
facilitate assembling – in this case the actuator must be
lifted while the coupling flange is kept in the horizontal
position
• If the assembly is done using an adapter and a coupling
joint, assemble the coupling joint onto the valve stem
before proceeding with the assembly of the actuator
• Do not exert any force while lowering the actuator onto
the valve
Installation must be performed by qualified personnel.
Hands must be kept away from the coupling area.
• Fix the actuator to the valve by means of threaded
connections (bolts, stud bolts and nuts)
• Tighten bolts or nuts of the connecting stud bolts to the
correct torque, in accordance with the size and material
characteristics of the bolts installed by the customer
Support the actuator until fully installed and fixing
bolts are correctly tightened.
Attention: Do not pressurize the actuator/valve
adapter.
• Check for possible damage to the paint-work and repair
if necessary, according to painting specification
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