Emerson Bettis SMART EHO G Series Service Instructions Manual
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Emerson Bettis SMART EHO G Series Service Instructions Manual

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Service Instructions
MAN-02-08-77-0714-EN Rev. 2
September 2020
Bettis
SMART EHO (Electro-Hydraulic Operated)
™
Double-Acting Actuator
Table of Contents
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Summary of Contents for Emerson Bettis SMART EHO G Series

  • Page 1 Service Instructions MAN-02-08-77-0714-EN Rev. 2 September 2020 Bettis SMART EHO (Electro-Hydraulic Operated) ™ Double-Acting Actuator...
  • Page 2 Notes Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 This page intentionally left blank...

  • Page 3: Table Of Contents

    Service Instructions Table of Contents MAN-02-08-77-0714-EN Rev. 2 September 2020 Table of Contents Section 1: Introduction Scope ......................1 General Information ..................1 Safety Information ..................2 Abbreviation Definitions ................3 Section 2: Installation Preparation ....................4 Valve Preparation ..................5 Actuator Preparation ..................
  • Page 4 Table of Contents Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Section 5: Communication Protocols Modbus RTU ....................37 HART ......................39 FOUNDATION™ Fieldbus ................40 Section 6: Operation Hydraulic Power System ................41 Reservoir ..................... 41 Main Components ..................41 Functional Description ................

  • Page 5: Section 1: Introduction

    Overview The Bettis SMART EHO is a self-contained, quarter-turn, valve actuator that combines proven technologies from Emerson’s Actuation Technologies. The actuator has been designed for critical shutdown applications where reliability is crucial. The SMART EHO utilizes a dependable double-acting actuator combined with an integral hydraulic power pack and electronic control module.

  • Page 6: Safety Information

    Section 1: Introduction Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 • Control enclosure is made of low-copper aluminum alloy, salt resistant also rated for IP68 ingress protection • Hydraulic hand pump manual override • Accumulators (optional) • Operating pressures up to 3000 psi with standard components •...

  • Page 7: Abbreviation Definitions

    Service Instructions Section 1: Introduction MAN-02-08-77-0714-EN Rev. 2 September 2020 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 Emergency Shutdown Fail-safe Spring-Return Double-Acting MAWP Maximum Allowable Working Pressure Maximum Operating Pressure...

  • Page 8: Section 2: Installation

    Section 2: Installation Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Section 2: Installation Preparation 2.1.1 Delayed Usage If for any reason the actuator is not to be installed immediately, Bettis recommends the following procedures. Failure to comply, with recommended procedures, could lead to actuator malfunction and possibly void the warranty.

  • Page 9: Valve Preparation

    Service Instructions Section 2: Installation MAN-02-08-77-0714-EN Rev. 2 September 2020 Valve Preparation 2.2.1 Remove Valve Gearing if 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 10: Lifting The Eho Actuator

    Section 2: Installation Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Lifting the EHO Actuator NOTE: All Bettis EHO G-Series Considerations When handling any EHO G-Series, 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 11 Service Instructions Section 2: Installation MAN-02-08-77-0714-EN Rev. 2 September 2020 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. A strap may be attached to the stabilization tab on the spring module to balance the unit while lifting.
  • Page 12 Section 2: Installation Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 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. A strap may be attached to the stabilization tab on the spring module to balance the unit while lifting.
  • Page 13 Service Instructions Section 2: Installation MAN-02-08-77-0714-EN Rev. 2 September 2020 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 14 Section 2: Installation Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 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 to the valve, and in its final orientation, the spring module must be up and outboard end of the power cylinder positioned below the Hydraulic Reservoir Breather.

  • Page 15: Installing The Eho Actuator On The Valve

    Service Instructions Section 2: Installation MAN-02-08-77-0714-EN Rev. 2 September 2020 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 16: Setting The Stroke Limit Stops

    Section 2: Installation Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Setting the Stroke Limit Stops 2.6.1 The Bettis G or E-Series Actuator 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°...

  • Page 17: Accumulator (Optional)

    Service Instructions Section 2: Installation MAN-02-08-77-0714-EN Rev. 2 September 2020 2.7.1 Approved Fluids Standard Fluid [use with -20°F to 140°F (-29°C to 60°C) applications] ConocoPhillips Megaflow™ AW HVI Hydraulic Oil 22 Shell Tellus S2 V 22 Mobil DTE 10 Excel™ 22 Low Temperature Fluid [use with -40°F to 140°F (-40°C to 60°C) applications] Mobil Univis™...
  • Page 18 Section 2: Installation Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Ensure 3-way Isolation Valve is turned fully counterclockwise. Slowly open Isolation Valve (Accumulator drain) and drain all the fluid back to the reservoir. Connect a nitrogen supply to the Customer Nitrogen Fill Connection at Isolation Valve (Nitrogen Blow Down and Fill).
  • Page 19 Service Instructions Section 2: Installation MAN-02-08-77-0714-EN Rev. 2 September 2020 Figure 7 Typical EHO Optional Accumulator System TO MANIFOLD POWER PORT TO CYLINDER Table 3. Typical EHO Optional Accumulator System Part Number Part Name Reservoir Accumulator Nitrogen Relief Valve 3-way Isolation Valve Isolation Valve (Accumulator Drain) Isolation Valve (Nitrogen Blow Down and Fill) Nitrogen Pressure Gauge...
  • Page 20 Section 2: Installation Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 2.8.3 Pre-charge Verification Check the nitrogen pre-charge in the accumulator periodically to ensure the accumulator is at full potential. Follow the steps below and record final readings for reference. Shut off the hydraulic power supply to the accumulator. Ensure 3-way Isolation Valve (D) is turned fully counterclockwise.
  • Page 21 Service Instructions Section 2: Installation MAN-02-08-77-0714-EN Rev. 2 September 2020 2.8.4 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 22: Section 3: Electrical Connections

    Section 3: Electrical Connections Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 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 23: Sealing Cable/Conduit Entries

    Service Instructions Section 3: Electrical Connections MAN-02-08-77-0714-EN Rev. 2 September 2020 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 24: Separate Terminal Chamber (Stc) Connections

    Section 3: Electrical Connections Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 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 25: External Earth/Ground Connections

    Service Instructions Section 3: Electrical Connections MAN-02-08-77-0714-EN Rev. 2 September 2020 External Earth/Ground Connections External connection points are provided on the operator for attaching earth/ground in accordance with local electric codes for installation cables. Connect the external earth/ground connection as follows. 3.6.1 Using a slotted tip screwdriver, back out the 5/16-inch set screw.
  • Page 26 Section 3: Electrical Connections Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Figure 13 STC Wiring Diagram MAIN Motor MOTOR Control Power Module Thermal Protector Input Open 24 V DC Power Supply Close Stop Common 0 V PST +Ve Input-Output Central Control Module Module PST 0V...

  • Page 27: Section 4: Set-Up/Start-Up Procedure

    Service Instructions Section 4: Set-up/Start-up Procedure MAN-02-08-77-0714-EN Rev. 2 September 2020 Section 4: Set-up/Start-up Procedure In addition to this set-up/start-up procedure, the following documentation will be necessary to fulfill all set-up and start-up requirements. General Arrangement drawing Bill of Material Schematic drawing Wiring Diagram drawing When using these instructions, refer to the schematic diagram, wiring diagram,general...

  • Page 28: Initial Check Of The Unit

    Section 4: Set-up/Start-up Procedure Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 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 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 SMART EHO...

  • Page 29: Hand Pump Operation

    Service Instructions Section 4: Set-up/Start-up Procedure MAN-02-08-77-0714-EN Rev. 2 September 2020 Hand Pump Operation 4.4.1 2-Way Remote Electric without ESD solenoid function NOTE: Hand Pump Isolation Valve The components referenced below are referencing Schematic 4.4.1. 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.
  • Page 30 Section 4: Set-up/Start-up Procedure Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 4.4.2 2-Way Remote Electric with an ESD solenoid function Figure 14 2-Way Remote Electric Without an ESD Solenoid Function Schematic Hand Pump Selection Valves Hand Pump Selector Opening Solenoid Closing Solenoid NOTE: The components referenced below are referencing Schematic 4.4.2.
  • Page 31 Service Instructions Section 4: Set-up/Start-up Procedure MAN-02-08-77-0714-EN Rev. 2 September 2020 Figure 15 2-Way Remote Electric With an ESD Solenoid Function Schematic Hand Pump Selector Hand Pump Selection Valves Accumulator Isolation Valve(Optional) Accumulator Isolation Valve(Optional) Opening Solenoid Closing Solenoid Hand Pump Isolation Valve ESD Solenoid Valve(Optional) 4.4.3 Manual Open or Close with Accumulator Override feature (Optional)
  • Page 32 Section 4: Set-up/Start-up Procedure Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 4.4.3.1 Select and slowly open the Accumulator override 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.

  • Page 33: Hydraulic Test

    Service Instructions Section 4: Set-up/Start-up Procedure MAN-02-08-77-0714-EN Rev. 2 September 2020 Hydraulic Test The system has been hydrostatic and function tested at the factory before shipping. This test is to discover if any leaks have developed in the hydraulic fittings during shipping. NOTE: The components referenced below are referencing Schematic 4.4.2.

  • Page 34: Self-Calibration

    Section 4: Set-up/Start-up Procedure Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Figure 17 Inspection Port for Motor Rotation 4.6.5 While observing the inspection port, for motor rotation, push and release the OPEN/CLOSE Selector Switch to Power Stroke the actuator and release the OPEN/CLOSE Selector Switch.
  • Page 35 Self-Calibration again. See Section 8.5. Alarms for the list of alarms and the causes of the alarms. If the Self-Calibration continues to fail with no alarms active, please contact an Emerson representative. Set-up/Start-up Procedure...

  • Page 36: Limit Switch Adjustment

    Section 4: Set-up/Start-up Procedure Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Limit Switch Adjustment 4.8.1 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 to Power Stroke the actuator.
  • Page 37 Service Instructions Section 4: Set-up/Start-up Procedure MAN-02-08-77-0714-EN Rev. 2 September 2020 Figure 19 View of Limit Switch Targets NOTE: The Switch Targets will be labeled to identify the switch they operate. 4.8.3.2 With the actuator in the Close Position, rotated fully clockwise, the Target for CLOSE LS-2 will need to be adjusted.

  • Page 38: Function Test

    Section 4: Set-up/Start-up Procedure Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 4.8.4 Open Limit Switch Adjustment 4.8.4.1 With the actuator in the Open Position, rotated fully counterclockwise, the Target for OPEN LS-1 will need to be adjusted. 4.8.4.2 Reconnect electrical power to the unit. 4.8.4.3 Push down on the Target for OPEN LS-1 and move counterclockwise until it is off of the switch in the counterclockwise direction.
  • Page 39 Service Instructions Section 4: Set-up/Start-up Procedure MAN-02-08-77-0714-EN Rev. 2 September 2020 4.9.1.5 Upon completion of the open or close 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.

  • Page 40: Other Options

    Section 4: Set-up/Start-up Procedure Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 4.9.2.4 Toggle the OPEN/CLOSE Selector Switch to start the Electric Motor. The Hydraulic Pump Draws Fluid from the Reservoir and discharges fluid to the nitrogen pre-charged accumulator. 4.9.2.5 Upon completion of the charging of the accumulator, the pressure switch set point will be reached and it will stop the electric motor.

  • Page 41: Section 5: Communication Protocols

    Service Instructions Section 5: Communication Protocols MAN-02-08-77-0714-EN Rev. 2 September 2020 Section 5: Communication Protocols Digital control networks can interface with several different network protocols through the use of a Communication Adaptor Module (CAM), and currently, Modbus, FOUNDATION™ Fieldbus, and HART protocols are supported. All networks offer real-time data acquisition, diagnostics and alarms.
  • Page 42 Section 5: Communication Protocols Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 5.1.2 Multi-drop Bus Topology — Only one data path to each device from network master — No short-circuit or ground fault protection in network — Open-circuit protection only to the first cable fault —...

  • Page 43: Hart

    3000 meters with Point-to-Point topology; and from 250 meters to 2000 meters when 1 to 10 devices are connected using Multi-drop topology. The WirelessHART supports up to 100 devices when connected to one Emerson Gateway, extending the number of devices when multiple Emerson Gateways are installed.

  • Page 44: Foundation™ Fieldbus

    Section 5: Communication Protocols Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 ™ Fieldbus OUNDATION EHO actuators supporting F ™ Fieldbus H1 protocol are fully certified by the OUNDATION Fieldbus Foundation and provide direct connection to the fieldbus with guaranteed interoperability with other certified devices. Each network can comprise up to 32 devices, with power for devices being provided via network cabling (assuming intrinsically safe devices are not connected to the same network).

  • Page 45: Section 6: Operation

    Service Instructions Section 6: Operation MAN-02-08-77-0714-EN Rev. 2 September 2020 Section 6: 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. In case of a power failure the actuator can be operated by the use of the supplied hand pump.
  • Page 46 Section 6: Operation Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 NOTE: Item numbers correspond to attached schematic drawing 11794-S. Bettis G-series Double-Acting Actuator Electric Motor Hydraulic Pump Fluid Reservoir 3-Way Normally Closed Solenoid Valve for closing the actuator 3-Way Normally Closed Solenoid Valve for opening the actuator Adjustable Flow Controls.
  • Page 47 Service Instructions Section 6: Operation MAN-02-08-77-0714-EN Rev. 2 September 2020 Figure 27 Main Components Double-Acting with ESD Solenoid and Accumulator Pressure Gauge (Optional) Nitrogen Relief Valve (Optional) Isolation Valve (Optional) Hydraulic Accumulator With Nitrogen Blanket Charge (Optional) Accumulator Isolation Valve (Optional) Accumulator Isolation Valve (Optional) Pressure Switch Hydraulic Pressure Gauge...
  • Page 48 Section 6: Operation Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Hand Pump Selection Valves: These two valves are engaged to isolate the control system before using the hand pump. Note: Both selection valves are engaged at the same time when the hand pump is used to open or close the actuator. Shuttle Valve;...

  • Page 49: Functional Description

    Service Instructions Section 6: Operation MAN-02-08-77-0714-EN Rev. 2 September 2020 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 in [ ] correspond to components labeled on the wiring diagram. Numbers in ( ) correspond to components labeled on the schematic diagram.
  • Page 50 Section 6: Operation Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 6.4.2.1 Accumulator Charge The motor (Z) drives the hydraulic pump (Y) and discharges fluid to the nitrogen blanket pre-charged accumulator (E). 6.4.2.2 Power Stroke ((Open/Close)) Upon completion of the accumulator charging, the pressure switch (R) set point is reached and stops the motor.

  • Page 51: Section 7: Local Display Module (Ldm)

    Service Instructions Section 7: Local Display Module (LDM) MAN-02-08-77-0714-EN Rev. 2 September 2020 Section 7: Local Display Module (LDM) The Local Display Module consists of the following as shown in Figure 28: • Two Small Pilot Lights: Close (CL), Open (OP) •...

  • Page 52: Positions And Functions Of Selector Knob

    Section 7: Local Display Module (LDM) Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Positions and Functions of Selector Knob Table 8. Selector Knob Selector Knob Rotate Control Mode Function Stop movement: OFF (Stop) Return position Prevents motor operation Remote control: REMOTE (Auto) Clockwise Allows control from remote location...

  • Page 53: Section 8: Customizing Smart Eho Settings

    Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 Section 8: Customizing SMART EHO Settings The SETUP mode must be entered to modify any configuration settings. Entering the Setup Menu 8.1.1 Place the BACK/STOP/NEXT Selector Switch to the STOP position. Figure 29 Viewing the Setup Menu (1) NOTE:...
  • Page 54 Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 NOTE: The direction of the arrows show which way to turn the knob. Do not hold the knob in any one position longer than 0.5 seconds or the SMART EHO will not recognize you are trying to enter the Setup Mode.

  • Page 55: Change Settings

    Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 Change Settings Once the Setup Menu has been entered, the SMART EHO configurations can begin to be changed. 8.2.1 To navigate through the SMART EHO settings, use the NO/YES Selector Knob. A toggle of NO will move to the next setting.
  • Page 56 Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 8.2.3.1 Toggle the NO/YES Selector Knob to YES to begin entering the Passcode. Figure 35 Change Settings (7) 8.2.3.2 [0][0] will appear on the Menu Key, with the [0] on the left of the LCD Display flashing.
  • Page 57 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 8.2.5 Please modify so that it shows the switch pointing to YES. Figure 37 Change Settings (9) 8.2.6 Once in a Setting Category, the LCD Seven will show the Setting and its value by flashing between the Menu Key and the Setting’s value.

  • Page 58: Find Setting Feature

    Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Find Setting Feature The SMART EHO comes with a find feature to quickly find a setting by entering a Menu Key. This will avoid having to navigate through the entire EHO Configuration Menu before finding a setting.
  • Page 59 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 Figure 40 Change Settings (12) The underscore on the right of the LCD Display will now be flashing. 8.3.6 8.3.7 Toggle the NO/YES Selector Knob to NO until the right digit of the LCD Display displays the number or letter corresponding to the Menu Key.

  • Page 60: Eho Configuration Menu

    Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 EHO Configuration Menu NOTE: Feedback Only Factory Set parameters cannot be changed. If an attempt is made to change a Feedback Only Factory Set parameter, all LEDs on the LDM will blink for 2 seconds and the parameter's value will remain unchanged.
  • Page 61 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 Table 13. Configuration Table (2) CONFIGURATION/ MENU DEFAULT MENU NAME CALIBRATION ACTION VALUE LOCAL CONTROL Set the SMART EHO's local control OPEN/ CLOSE selector switch to momentary or maintained.
  • Page 62 Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Table 14. Configuration Table (3) MENU CONFIGURATION/ DEFAULT MENU NAME CALIBRATION VALUE ACTION LIMIT SWITCH TRIGGER POINT B Set the SMART EHO's limit switch range. The limit 100(%) - 0(%) switch will be triggered between the limit switch The values 0 and 100...
  • Page 63 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 MENU CONFIGURATION/ DEFAULT MENU NAME CALIBRATION VALUE ACTION FREQUENCY CONFIGURATION 0 = DC The power supply frequency configuration. 1 = 50 Hz Feedback 2 = 60 Hz Only Note: This will be factory set.
  • Page 64 Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Table 15. Configuration Table (4) MENU CONFIGURATION/ DEFAULT MENU NAME CALIBRATION VALUE ACTION 0 = Limit Switch Open (LSO) 1 = Limit Switch Close (LSC) 2 = Limit Switch A (LSA) 3 = Limit Switch B (LSB) 4 = Opening 5 = Closing...
  • Page 65 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 Table 16. Configuration Table (5) MENU CONFIGURATION/ DEFAULT MENU NAME CALIBRATION VALUE ACTION RELAY1 SETTING Configure Relay1 to provide either a 0 = Continuous continuous or flashing signal if Relay1 1 = Flashing 0 = Continuous Function is met.
  • Page 66 Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Table 17. Configuration Table (6) MENU CONFIGURATION/ DEFAULT MENU NAME CALIBRATION VALUE ACTION RELAY2 SETTING Configure Relay2 to provide either 0 = Continuous a continuous or flashing signal if 1 = Flashing 0 = Continuous Relay2 Function is met.
  • Page 67 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 Table 18. Configuration Table (7) MENU CONFIGURATION/ MENU NAME DEFAULT ACTION CALIBRATION VALUE RELAY3 SETTING Configure Relay3 to provide 0 = Continuous either a continuous or flashing 1 = Flashing 0 = Continuous signal if Relay3 Function is met.
  • Page 68 Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Table 19. Configuration Table (8) MENU CONFIGURATION/ MENU NAME DEFAULT ACTION CALIBRATION VALUE RELAY4 SETTING Configure Relay4 to provide either a 0 = Continuous continuous or flashing signal if Relay4 1 = Flashing 0 = Continuous Function is met.
  • Page 69 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 Table 20. Configuration Table (9) MENU CONFIGURATION/ DEFAULT MENU NAME CALIBRATION VALUE ACTION 0 = No Network Adapter Installed 1 = MODBUS E>NET 2 = MODBUS BUS 3 = MODBUS TCP/IP NETWORK ADAPTER 4 = CONTROLINC...
  • Page 70 Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Table 21. Configuration Table (10) CONFIGURATION/ MENU DEFAULT MENU NAME CALIBRATION ACTION VALUE SELF-CALIBRATION Self-Calibration establishes the position range of the SMART EHO actuator. The SMART EHO has the Yes / No ability to automatically find its precise full open and full close set points after adjustments to the...
  • Page 71 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 Table 22. Configuration Table (11) MENU CONFIGURATION/ DEFAULT MENU NAME CALIBRATION VALUE ACTION ESD CONFIGURATION Configure the settings for the ESD controls. Caution: This is a software ESD action. The software Yes/No ESD action will be initiated by the software of the electronics.
  • Page 72 Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Table 23. Configuration Table (12) MENU CONFIGURATION/ DEFAULT MENU NAME CALIBRATION VALUE ACTION ANALOG CONFIGURATION Yes/No 0 = Position ANALOG OUTPUT 1 SOURCE 1 = Setpoint Configure the Analog Out 1 Source to 2 = Host Control 0 = Position provide feedback on various parameters from the...
  • Page 73 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 MENU CONFIGURATION/ DEFAULT MENU NAME CALIBRATION VALUE ACTION CALIBRATE UPPER LIMIT FOR ANALOG INPUT CHANNEL Calibrate the the analog input channel with an external current source. External current source needs to be Yes/No connected to source 20 mA equivalent signal when this menu is being flashed.
  • Page 74 Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 MENU CONFIGURATION/ DEFAULT MENU NAME CALIBRATION VALUE ACTION CALIBRATE LOWER LIMIT OF ANALOG OUTPUT 2 Calibrate the Analog Output 2 Channel for 4 mA Yes/No equivalent value. The channel output needs to be monitored externally.
  • Page 75 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 Table 24. Configuration Table (13) MENU CONFIGURATION/ DEFAULT MENU NAME CALIBRATION VALUE ACTION PARTIAL STROKE TEST (PST) Yes/No ENABLE PST 0 = Disable PST 0 = Disable Enable the PST on the EHO.
  • Page 76 Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Table 25. Configuration Table (14) MENU CONFIGURATION/ MENU NAME DEFAULT ACTION CALIBRATION VALUE FACTORY SETTINGS Yes / No 1) Control Mode 2) LED Color 3) Remote Control Signal 4) Local Control Signal 6) Relay 1 –...
  • Page 77 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 Table 26. Configuration Table (15) CONFIGURATION/ MENU DEFAULT MENU NAME CALIBRATION ACTION VALUE SAVE CONFIGURATION It appears before EXIT menu if any of the device configuration parameter is changed. Yes/No One can choose if he wants to save the new configuration or switch to the last saved configuration.

  • Page 78: Alarms

    Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Alarms Table 27. Configuration Table (16) MENU MENU NAME DEFAULT ACTION ALARMS SOLENOID VALVE ALARM Stay Put Alarm will activate when a coil failure in the solenoid has ESD(hardwire, host) function re- been detected.
  • Page 79 Service Instructions Section 8: Customizing Smart EHO Settings MAN-02-08-77-0714-EN Rev. 2 September 2020 Table 28. Configuration Table (17) MENU MENU NAME DEFAULT ACTION MOTOR THERMAL ALARM Alarm will activate when the thermostat within the windings of the motor exceeds the recommended operating temperature. The motor will stop running.
  • Page 80 Section 8: Customizing Smart EHO Settings Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Table 29. Configuration Table (18) MENU MENU NAME DEFAULT ACTION LIMIT NOT SET ALARM Alarm will activate if the travel limits have not been configured. Alarm Reports Only Self-calibration must be performed to deactivate this alarm.

  • Page 81: Section 9: Troubleshooting

    Service Instructions Section 9: Troubleshooting MAN-02-08-77-0714-EN Rev. 2 September 2020 Section 9: Troubleshooting WARNING To prevent personal injury, the actuator must be in double-acting, Fail-safe Position and all hydraulic pressure drained, including an optional accumulator, before opening any tube lines or attempting replacement operations below. Of all the system components, the actuator itself is least likely to malfunction and require the most time and effort to service.

  • Page 82: Section 10: Hazardous Area Classification And Sil Certification

    Section 10: Hazardous Area Classification and SIL Certification Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 Section 10: Hazardous Area Classification and SIL Certification — CSA, Canadian Standard Association Certification Class I, Division I, Groups, C and D. Group B configuration available upon request. —...

  • Page 83: Section 11: Weights And Dimensions

    Service Instructions Section 11: Weights and Dimensions MAN-02-08-77-0714-EN Rev. 2 September 2020 Product Data Sheet EHO.01.05.EN, Page 2 of 2, Rev. 0 March 2015 Section 11: Weights and Dimensions Dimension Double-Acting Actuator 11.1 SMART EHO Double-Acting &

  • Page 84: Stc Wiring Diagram

    Section 11: Weights and Dimensions Service Instructions September 2020 MAN-02-08-77-0714-EN Rev. 2 11.2 STC Wiring Diagram Figure 42 STC Wiring Diagram MAIN Motor MOTOR Control Power Module Thermal Protector Input Open 24 V DC Power Supply Close Stop Common 0 V PST +Ve Central Control Input-Output...

  • Page 85: Section 12: Maintenance

    Service Instructions Section 12: Maintenance MAN-02-08-77-0714-EN Rev. 2 September 2020 Section 12: Maintenance 12.1 Storage Procedures The actuator should be immediately stored in a clean, dry warehouse, free from vibration and rapid temperatures changes, until it can be installed and energized. If the actuator must be stored outside, it should be stored off of the ground at an elevation sufficient to prevent it from being immersed in water or buried in snow, and covered to prevent damage from site debris.

  • Page 86: Recommended Annual Inspection

    Check the breather on the hydraulic reservoir 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...
  • Page 87 Service Instructions Notes MAN-02-08-77-0714-EN Rev. 2 September 2020 This page intentionally left blank...
  • Page 88 Holland Fasor 6 Tianjin 301700 P. R. China Székesfehérvár 8000 The Emerson logo is a trademark and service mark of Emerson Electric Co. T +86 22 8212 3300 Hungary Bettis is a mark of one of the Emerson family of companies.

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