Emerson Bettis EHO Installation And Operation Manual
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Emerson Bettis EHO Installation And Operation Manual

Emerson Bettis EHO Installation And Operation Manual

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Installation and Operation Manual
Part Number: VA001-507-32, Rev. 0
Release: May 2015
Bettis
EHO (Electro-Hydraulic Operated)
™
Spring-Return Actuator
Table of Contents
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Summary of Contents for Emerson Bettis EHO

  • Page 1 Installation and Operation Manual Part Number: VA001-507-32, Rev. 0 Release: May 2015 Bettis EHO (Electro-Hydraulic Operated) ™ Spring-Return Actuator...

  • Page 2: Table Of Contents

    Installation and Operation Manual Table of Contents Part Number: VA001-507-32, Rev. 0 May 2015 Table of Contents Section 1: Introduction Scope ......................1 General Information ................... 1 Safety Information ..................2 Abbreviation Definitions ................3 Section 2: Installation Preparation ....................4 Valve Preparation ..................

  • Page 3: Part Number: Va001-507-32, Rev

    Table of Contents Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 Section 6: Pushbutton Module (PBM) Selector Knob and Control Pushbuttons ........... 35 Section 7: Troubleshooting Section 8: Hazardous Area Classification and SIL Certification Section 9: Weights and Dimensions EHO Standard Spring-Return ..............

  • Page 4: Section 1: Introduction

    This manual is offered as a guide to be used along with locally approved and safe practices to install, operate, service and maintain the Bettis EHO Actuator. Carefully follow the instructions in this manual and make sure you install the actuator correctly and according to your requirements.

  • Page 5: Safety Information

    Alerts user of potential danger; failure to follow the warning notice could result in serious personal injury or death. CAUTION: Identifies precautions the user must take to avoid personal injury or equipment damage. NOTE: Highlights information critical to the user’s understanding of the Bettis EHO valve actuator installation or operation. Introduction...

  • Page 6: Abbreviation Definitions

    Installation and Operation Manual Section 1: Introduction Part Number: VA001-507-32, Rev. 0 May 2015 Abbreviation Definitions Abbreviations used in this manual and their definitions are listed in the table below: Table 1. Abbreviation Definitions Abbreviation Definition Installation Operation Manual Self-Contained Hydraulic Emergency Shutdown Fail-safe Spring-Return...

  • Page 7: Section 2: Installation

    For storage procedures exceeding one year, consult Bettis for further recommendations. As shipped from the factory, the Bettis EHO actuator is an inherently weatherproof unit, providing that all compartment covers and cable entry plugs remain intact. The actuator should be immediately stored in a clean, dry warehouse, free from vibration and rapid temperature changes, until it can be installed and energized.

  • Page 8: Valve Preparation

    Installation and Operation Manual Section 2: Installation Part Number: VA001-507-32, Rev. 0 May 2015 Valve Preparation 2.2.1 Remove Valve Gearing if so equipped. 2.2.2 If valve is equipped with stops, remove valve stem extension housing. Examine the valve stops to ensure no foreign material is present that would restrict normal travel of the valve.

  • Page 9: Lifting The Eho Actuator

    Part Number: VA001-507-32, Rev. 0 Lifting the EHO Actuator NOTE: All Bettis EHO G-Series or E-Series Considerations When handling any EHO G-Series or E-Series actuator, be aware of tubing, accessories, hand pump, accumulators, Pushbutton module and control enclosures. Straps and chains can become entangled and cause damage to these components.
  • Page 10 Installation and Operation Manual Section 2: Installation Part Number: VA001-507-32, Rev. 0 May 2015 2.4.1.2 Horizontal Pipeline Horizontal Stem The small G-Series and all E-Series actuators mounting on a horizontal pipeline with a horizontal valve stem should be supported on the ends of the drive module.
  • Page 11 Section 2: Installation Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 2.4.2.2 Horizontal Pipeline Vertical Stem The G3-Series actuator mounting on a horizontal pipeline with a horizontal valve stem should be supported on the ends of the drive module.
  • Page 12 Installation and Operation Manual Section 2: Installation Part Number: VA001-507-32, Rev. 0 May 2015 2.4.3.2 Horizontal Pipeline Horizontal 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.
  • Page 13 2.4.4 Mounting the Actuator in a Vertical Orientation on a Horizontal Stem When mounting an Bettis EHO Actuator in a vertical orientation, the Spring Module must be positioned up. The actuator may be supported by using two straps in the configuration shown in Figure 6.

  • Page 14: Installing The Eho Actuator On The Valve

    Installation and Operation Manual Section 2: Installation Part Number: VA001-507-32, Rev. 0 May 2015 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.

  • Page 15: Hydraulic Fluid

    2.8.1 Introduction The Bettis EHO Actuator may be equipped with an accumulator to enable manual operation of the actuator if there is a loss of electrical power. Accumulators always have the nitrogen pressure drained for shipping (except for Thermal Compensating Accumulator see 2.3.4).
  • Page 16 Installation and Operation Manual Section 2: Installation Part Number: VA001-507-32, Rev. 0 May 2015 WARNING: This unit contains high-pressure hydraulic fluid and nitrogen gas. Exercise caution when performing any type of maintenance. Wear proper safety attire and required personal protective equipment, including safety glasses. 2.8.2 Accumulator Pre-charge Locate Isolation Valve (25) (Nitrogen Blow Down and Fill) for the...
  • Page 17 Section 2: Installation Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 NOTE: The straight thread plug must be installed, after filling is complete, to prevent accidental leakage of nitrogen from Isolation Valve (25). Close Isolation Valve (24). Figure 7 Typical EHO Optional Accumulator System Part Number...
  • Page 18 Installation and Operation Manual Section 2: Installation Part Number: VA001-507-32, Rev. 0 May 2015 2.8.3 Pre-charge Verification Check the nitrogen pre-charge in the accumulator periodically to ensure the accumula- tor is at full potential. Follow the steps below and record final readings for reference. Shut off the hydraulic power supply to the accumulator.
  • Page 19 Section 2: Installation Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 2.8.5 Nitrogen Pre-charge Maintenance Record Serial Number: _____________________________ Tag Number: _______________________________ Initial GA Chart Final Nitrogen Date Signed Pre-charge Requirement Pre-charge Leak Test Installation...

  • Page 20: Section 3: Electrical Connections

    Installation and Operation Manual Section 3: Electrical Connections Part Number: VA001-507-32, Rev. 0 May 2015 Section 3: Electrical Connections 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.

  • Page 21: Sealing Cable/Conduit Entries

    Section 3: Electrical Connections Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 Sealing Cable/Conduit Entries Seal the cable and conduit entries in accordance with the National Electric Code or your country standard and applicable local codes. All conduit entries should be sealed against the site environment.

  • Page 22: Separate Terminal Chamber (Stc) Connections

    Installation and Operation Manual Section 3: Electrical Connections Part Number: VA001-507-32, Rev. 0 May 2015 Separate Terminal Chamber (STC) Connections 3.4.1 Connect the main power supply cables, including an Earth/Ground (refer to the job specific Wiring Diagram). 3.4.2 Use the barrier strip clamp screws to connect the control wiring (refer to the job specific Wiring Diagram).

  • Page 23: Discrete Controlled Inputs Connection

    Section 3: Electrical Connections Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 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.

  • Page 24: Section 4: Set-Up/Start-Up Procedure

    ( ) 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.

  • Page 25: Initial Check Of The Unit

    Section 4: Set-up/Start-up Procedure Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 4.1.2 Material and Equipment for Start-up and Set-up To complete this procedure, you will also need the following materials and equipment: Table 3. 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...

  • Page 26: Hand Pump

    Installation and Operation Manual Section 4: Set-up/Start-up Procedure Part Number: VA001-507-32, Rev. 0 May 2015 Hand Pump 4.4.1 Check the Reservoir (4) to see the hydraulic fluid is at the proper level. 4.4.2 Close Hand Pump Isolation Valve (8). NOTE: Hand Pump Isolation Valve (8) Remove the Protective Cap.

  • Page 27: Check Rotation

    Section 4: Set-up/Start-up Procedure Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 4.5.5 Open the Hand Pump Isolation valves (8). ((See NOTE: IMPORTANT above.)) 4.5.6 Check Reservoir (4) to see the hydraulic fluid is at the proper level. Check Rotation 4.6.1 Turn on the electrical supply to the unit.

  • Page 28: Limit Switch Adjustment

    Installation and Operation Manual Section 4: Set-up/Start-up Procedure Part Number: VA001-507-32, Rev. 0 May 2015 4.6.7 Push and release the OPEN/CLOSE PUSHBUTTON to Power Stroke the actuator. The Electric Motor (2) will start to run driving Hydraulic Pump (3). The Hydraulic Pump (3) draws fluid from Reservoir (4) and pushes it into the Bettis G or E-Series hydraulic cylinder (1).
  • Page 29 Section 4: Set-up/Start-up Procedure Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 4.7.3 Fail-safe Close Limit Switch Adjustment 4.7.3.1 The Open and Close Limit Switches, shown in Figure 17, are operated by targets mounted in a plastic disk that rotates with the actuator stroke.
  • Page 30 Installation and Operation Manual Section 4: Set-up/Start-up Procedure Part Number: VA001-507-32, Rev. 0 May 2015 4.7.3.6 With the LOCAL – OFF – REMOTE Switch set to LOCAL, push the OPEN PUSHBUTTON and allow the Actuator to travel to the Open position, rotated fully counterclockwise.

  • Page 31: Function Test

    Section 4: Set-up/Start-up Procedure Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 Function Test NOTE: If the EHO Actuator is supplied with optional ESD before operating a motor powered stroke, a customer supplied ESD signal must be present and Solenoid Valve (17) energized.

  • Page 32: Other Options

    Other options such as Partial Stroke Test may have been supplied with this order. Refer to supplemental start-up procedures supplied with these options for start-up and test. The functional test of the Electro-Hydraulic Actuator is now complete. The Bettis EHO Actuator is now operational and ready for service. Set-up/Start-up Procedure...

  • Page 33: Section 5: Operation

    Section 5: Operation Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 Section 5: Operation After initial start-up and commissioning procedures have been accomplished, the Bettis EHO Actuator provides a simple self-contained means of operation for a quarter-turn valve.
  • Page 34 Installation and Operation Manual Section 5: Operation Part Number: VA001-507-32, Rev. 0 May 2015 — (9) Check valve — (10) 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.

  • Page 35: Functional Description

    Section 5: Operation Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 Functional Description The following is a functional description of the Bettis Electro-Hydraulic Actuator and a brief explanation of the main components. Throughout this explanation, numbers which appear in [ ] correspond to components labeled on the wiring diagram.
  • Page 36 Installation and Operation Manual Section 5: Operation Part Number: VA001-507-32, Rev. 0 May 2015 5.4.6 Manual Hand Pump Power Stroke Close hand pump isolation valve (8). Stroke hand pump (13) until the OPEN/CLOSE stroke is complete. Open isolation valve (8) when the Hand Pumping is complete. NOTE: If equipped with ESD, Do Not open Isolation Valve (8) before the customer supplied ESD Signal is present.

  • Page 37: Section 6: Pushbutton Module (Pbm)

    Section 6: Pushbutton Module (PBM) Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 Section 6: Pushbutton Module (PBM) The Pushbutton Module consists of the following as shown in Figure 18: • Two Pilot Lights: OPEN and CLOSE •...

  • Page 38: Selector Knob And Control Pushbuttons

    Installation and Operation Manual Section 6: Pushbutton Module (PBM) Part Number: VA001-507-32, Rev. 0 May 2015 Selector Knob and Control Pushbuttons The selector knob provides the choice of Local/Off/Remote operation. The control pushbuttons perform normal Open/Stop/Close function in the local control mode.

  • Page 39: Section 7: Troubleshooting

    Section 7: Troubleshooting Installation and Operation Manual May 2015 Part Number: VA001-507-32, Rev. 0 Section 7: Troubleshooting WARNING: To prevent personal injury, the actuator must be in spring-return, Fail-safe Position and all hydraulic pressure drained, including an optional accumulator, before opening any tube lines or attempting replacement operations below.

  • Page 40: Section 8: Hazardous Area Classification And Sil Certification

    Installation and Operation Manual Section 8: Hazardous Area Classification and SIL Certification Part Number: VA001-507-32, Rev. 0 May 2015 Section 8: Hazardous Area Classification and SIL Certification — CSA, Canadian Standard Association Certification Class I, Division I, Groups, C and D Group B configuration upon request —...

  • Page 41: Section 9: Weights And Dimensions

    1150.6 148.0 3759.2 10.5 266.7 7497 3401 OUTLINE DIMENSION AND DETAILS OUTLINE DIMENSION AND D Copyright © 2014 Emerson Process Management Valve Automation, Inc. Copyright © 2014 Emerson Process Management Valve Automation, Inc. Actuator Actuator INCH INCH INCH INCH INCH...
  • Page 42 Qualified service personnel are available 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...
  • Page 43 No.1 Lai Yuan Road The Emerson logo is a trademark and service mark of Emerson Wuqing Development Area EUROPE Electric Co. Bettis is a mark of the Emerson family of companies. Tianjin 301700 All other marks are property of their respective owners. P.R.China Berenyi u.

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