Installation, Operation and Maintenance Manual

DOC.ELS.E Rev: A January 2009

ELS Electric Valve Actuator

ELS 18 & ELS 25

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Installation, Operation and Maintenance Manual

DOC.ELS.E Rev: A January 2009

1.0

Introduction
1.1 Valve Selection

The ELS 18 and ELS 25 are small, economical, spurgear type valve actuators that are ideally suited to automate small ball valves. Incorporating electrically reversible, permanent split-capacitor AC single phase motors, adjustable cam activated limit switches, and tubular-screw style terminal strips for connection of electrical supply and control wiring. They are easy and straightforward to install, and require no periodic maintenance. Panel mounted endof-stroke indicator lamps may be powered directly from the actuator terminal strip without the need switches in the actuator (lamps not supplied with actuators). The actuator housing is weatherproof and is nished in a two-part polyurethane paint system to withstand most common industrial environments. A threaded conduit entry (M20x1.5 or 1/2 NPT) is provided in the actuator base, permitting the cover to be removed without disturbing the wiring connections.

Ideally, valves intended for automation should be selected early in the control system design process. Valves intended for automation must be selected according to several criteria:

1.1.1

Torque:

Since a Valve actuators primary specication is torque (the force it can deliver to turn the valve stem), to successfully automate a valve, the valves torque requirement must be known. This sounds simple until an attempt is made to acquire this information. Selection of the valve must begin with a source that not only can provide the desired mounting method and process compatibility, but also reliable torque specications for the specic process conditions under which the valve will be operated. The actuator should be selected to have a margin of reserve torque as well, to ensure reliable operation within a range of process and plant conditions.

1.1.2

Actuator Mounting Facility

Not all valves designs lend themselves to actuator mounting requirements. Some type of bolting ange around the stem (typical of buttery valves) provides a nice attachment point for an actuator. Ball valves are not typically designed with such a ange, but if the valve is selected to be of the pipe-ange mounting style (rather than threaded end, union, or sweattype) then the actuator bracket can be bolted trough the pipe anges. Plug valves often look like good candidates for automation, but the ange around the stem can be misleading. It is typically provided to maintain tension on the plug, and not for mounting of an actuator. Modifying this type of valve for actuator mounting can cause problems in the areas of plug sealing (shut- off) and torque. When in doubt, consult the valve manufacturer on the compatibility of the valve with the requirements of automation before buying the valve. Fig. 1.0 ELS 18 and ELS 25 small, economical, spur-gear type valve actuators

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Installation, Operation and Maintenance Manual

DOC.ELS.E Rev: A January 2009

2.0
2.1

Mounting to the valve

Shaft Coupling 2.4 Manual Operation

The actuator is provided with a double-D male output shaft which will require an adapter to couple the actuator to the valve stem. Suggested is to include wrench ats to the coupler to allow manual operation. Valve coupling blank adapters are available, from your EL-O-MATIC distributor, which have the correct actuator-end treatment, with the valve end unnished.

The ELS, being a spur gear actuator, can be manually operated, in the event of a power failure, for example, by turning the actuator output shaft with an open-end wrench (hence; the reference to wrench ats, above). It is therefore recommended that the installation be planned to allow access to the actuator shaft coupling for this purpose. The installation should also provide service access to the actuator electrical compartment for ease of limit switch setting and actuator wiring. The actuator can be mounted in any position (right-side up, up-side down, or sideways).

2.2

Valve Bracket

The drilling patterns in the bottom of the actuator are according ISO 5211. In most cases, a bracket must be fabricated to mount the actuator to the valve.

2.3

EL-O-MATIC Actuator Sizing And Engineering software

The EL-O-MATIC Actuator Sizing And Engineering software (available from www.el-o-matic.com) provides recommendations for: * Coupler material and diameter versus length, should you wish to fabricate the coupling from scratch. Hot-Line Applications where heat is transfered from a hot process pipe into the actuator. This will deactivate the actuator when its internal temperature reaches approximately 135C (275F). These recommendations minimize the heat transfer from a process pipe, by simply extend the bracket and coupling, to place the actuator further from the valve and pipe. Another method of reducing heat gain by the actuator, if space for an extended bracket is lacking, is to interpose a sheet of light-gauge aluminium or steel between the bracket and actuator, This shield will be more effective if installed between the valve and bracket, rather than between the actuator and bracket. The side of the shield facing the heat should ideally be reective, and NOT painted a dark color.

Fig. 2.0 Mounting to the valve

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Installation, Operation and Maintenance Manual

DOC.ELS.E Rev: A January 2009

3.0
3.1

Actuator Adjustments
Setting Limit Switches

ELs limit switches are preset at the factory for a nominal 90 of rotation, however, it is recommended that the limit switch settings be checked, and adjusted if necessary, after the actuator is mounted to its valve.

CAUTION! RISK OF ELECTRIC SHOCK * Hazardous voltages are present in the actuator, and are exposed with actuator cover removed. * Installation, adjustment, putting into service, use, assembly, disassembly and maintenance of the electric actuator is strictly reserved to qualied personnel. Tools needed for this procedure:
- - - - 2 mm hex (alien) wrench (limit-switch cams), 7 mm open-end wrench or nut-driver (ELS18 cover screws) or, 10 mm open-end wrench or nut-driver (ELS25 cover screws), 1/8 common screwdriver with insulated shank (terminal-strip screws)

WARNING: * If the electric actuator is used in a manner not specied by the manufacturer, the protection provided by the equipment may be impaired. * For electrical safety the marked protective conductor terminal inside or outside the actuator housing shall be connected to earth. * If required, mount earth wire (1) between top (2) and bottom (3) ring of earth wire connection.
2 1 3

3.2

Procedure

1 Mount the actuator to the valve. 2 Remove actuator cover. 3 Guide the cable through the electrical entry. - Use and mount a cable gland as required by national or local legislation. - When IP65/NEMA4X ingress protection is required, the electrical entries must be tted with glands rated IP65/NEMA4X or higher. 4 Make the electrical connections following the wring diagram as shipped in the actuator electrical compartment (see also chapter 9 or 10). 5. Electrically operate the actuator/valve in the clockwise (close) direction of rotation. 6. Check that the actuator stops rotating at the correct position relative to the valve seat. 6. Perform the same test for the counter clockwise (open) direction of rotation. If either the open or close stroke (or both) needs to be adjusted, follow the steps outlined below:

Fig 3.1 earth wire connection

* To fulll the electrical safety regulations according IEC 61010-1, a switch or circuitbreaker shall be included in the building installation. It is advised to indicate the location of the circuit breaker by means of a label on or nearby the installed ELS actuator. The disconnection switch or circuit-breaker shall disconnect all currentcarrying conductors.

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Installation, Operation and Maintenance Manual

DOC.ELS.E Rev: A January 2009

3.3

Clockwise (close) limit switch adjustment

* *

Important
Seal the gland threads where they enter the actuator with pipe dope or Teon tape. Tighten the gland nut to achieve a good seal to the conduit. Re-check electrical operation before replacing cover. When mounting the cover, take care that the cover seal is in place to comply to dust and water tightness according to IP65 / NEMA4X. Tighten the cover screws sufciently to form a good seal to the cover gasket. To prevent cover distortion and consequent water leaks, DO NOT OVERTIGHTEN COVER SCREWS.

1. Loosen set screws (11a) in cam (31a) for limit switch #1 (10a) 2. Use the 2mm Allen wrench, as a handle, to rotate the cam until curved portion is in contact with the switch lever. 3 Rotate the cam clockwise until an audible click is heard. The click Indicates that the switch has ,,tripped, and is in the off state. Stop rotating the cam as soon as the click is heard. 4 Tighten the set screws.

* *

3.4

Counter clockwise (open) limit switch adjustment.

For counter clockwise limit switch setting, perform the same steps as for clockwise limit, except rotate cam #2 (31b) counter clockwise until the click is heard. Tighten cam set screws. Re-check by operating the actuator again electrically to be certain the settings are OK. If the wiring connections were made in a temporary manner for testing purposes, remake the connections by routing the wiring through a proper conduit gland in the actuator base.
7 8

12

11a 11b

31a 31b

10a 10b 15 16 13

Fig. 3.2 Limit switch setting

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Installation, Operation and Maintenance Manual

DOC.ELS.E Rev: A January 2009

4.0

Control Circuitry
4.2 Signalling Options

Always refer to actuator wiring diagrams when designing actuator control systems or installing actuators

! WARNING ! DO NOT wire actuators in parallel!

Use a separate control switch or relay for each actuator. Paralleled actuators may run in opposite directions, and may stall and overheat. Neutrals may be daisy-chained from one actuator to another in installations where many actuators are located in close Proximity.

The standard limit switches in ELS actuators will provide end-of-stroke lamp indication using panel lamps. Two wires need to be brought from the actuator to the lamp panel if the common neutral is available in the panel. Otherwise, the neutral will have to be brought from the actuator to the panel as well.

"XS" auxiliary switches

If isolated dry contacts are needed for signalling a PLC or computer, order two auxiliary switches (model ,XS) which are cam-activated and can be set to trip anywhere within the normal stroke of the actuator (follow limit switch setting procedure above for adjustment method).

4.1

Manual Remote Control

The simplest form of control circuit is the single-pole double-throw panel switch. A momentary switch with a centre-off position is recommended where the valve must be jogged into position. It is only necessary to run two wires from the switch to the actuator when the neutral wire is daisy-chained from one actuator to another.

"POT" potentiometer
A gear-driven potentiometer (model POT, available in 1 kOhm and 10 kOhm resistance values, and in 90 or 180 rotation) is available for installation in ELS actuators to provide panel-meter position read-out for re-setability of valve position (meter and power supply not included with actuator).

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Installation, Operation and Maintenance Manual

DOC.ELS.E Rev: A January 2009

5.0

Trouble Shooting
5.4
-

Although we would not expect you to experience any problems with your EL-O-MATIC valve actuator we have listed some checkpoints should your actuator not function as desired.

No Valve Movement - Motor Runs No Valve Movement - Motor wont run

Drive sheared or not connected

5.1

Rotation

5.5
- - -

If limit switch fails to stop valve travel, check the following: - - - Direction of rotation of output shaft Control wiring Limit switch setting

Valve plug/disk jammed or obstructed. Valve requires torque higher than actuator rated torque. Valve packing gland too tight.

5.2

Motor Not Running

If unable to operate your EL-O-MATIC by motor: - Check both power and control circuits for supply and continuity. - Compare supply voltage with motor nameplate, if OK, then check motor amperage load.

5.3

Overload

Motor overheating and/ or high motor amperage load can indicate the following: - - - - - - - - Excessive valve load. Valve packing gland too tight. Improperly lubricated valve. Incorrect Motor capacitor. Ambient temperature too high. Valve cycling too often. Incorrect voltage. Incorrect wiring.

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Installation, Operation and Maintenance Manual

DOC.ELS.E Rev: A January 2009

6.0

Parts and Materials ELS-18

Material
Steel Steel Nylon Steel Steel Steel Nylon Steel Steel Steel Steel

No. Qty. Description

1 2 3 4 6 7 8 9 10 11 12 13 15 16 4 4 4 1 1 2 2 2 2 4 3 1 2 3 Screw Lock Washer Domed Cap Nut Cover Motor Screw Tooth Washer Spacer Micro Switch Screw Insulation Plate Limit Switch Bracket Screw Lock Washer

No. Qty. Description

17 18 19 20 21 22 23 24 25 26 27 28 30 31 32 1 1 2 1 1 1 1 1 2 1 1 1 1 2 1 Terminal Bracket Terminal Block Screw Marking Tag Capacitor Cable Tie Motor Support Plate O-ring Screw Sticker Terminal Nos Retaining Ring Position Indicator Arrow Gasket Cover Limit Switch Cam Blind stop

Material
Steel Steel

Aluminium Buna-N (Nitrile) Steel Steel

Aluminium

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Installation, Operation and Maintenance Manual

DOC.ELS.E Rev: A January 2009

7.0
1 2 3 4 6 7 8 10 11 12 13 15 16 17 18 4 4 4 1 1 2 4 2 4 3 1 3 3 1 1

Parts and Materials ELS-25

Material
Steel Steel Nylon Steel Steel Steel Steel Steel Steel Steel Steel

No. Qty. Description

Screw Lock Washer Domed Cap Nut Cover Motor Screw Lock Washer Micro Switch Screw Insulation Plate Limit Switch Bracket Screw Lock Washer Terminal Bracket Terminal Block

No. Qty. Description

19 20 21 22 23 24 25 26 27 28 29 30 31 32 2 1 1 1 1 1 2 1 1 1 1 1 2 1 Screw Marking Tag Capacitor Cable Tie Motor Support Plate O-ring Screw Sticker Terminal Nos Retaining Ring Position Indicator Arrow Adapter O-ring Gasket Cover Limit Switch Cam Blind stop

Material
Steel

Aluminium Buna-N (Nitrile) Steel Steel Buna-N (Nitrile) Aluminium

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Installation, Operation and Maintenance Manual

DOC.ELS.E Rev: A January 2009

INCOMING POWER VDC + -

FIELD WIRING

16 Amp

CLOSE

0 OPEN

CLOSE

OPEN

Wiring diagram 990.40.020, ELS DC

G BLACK

H BLACK
BLACK

6
YELLOW

ACTUATOR WIRING

M
MOTOR DC

COM NO NC NO

COM NC

LIMIT SWITCH 1 CLOSE

LIMIT SWITCH 2 OPEN

BLUE RED

GREEN WHITE

LIMIT SWITCHES SHOWN IN MID STROKE

IMPORTANT Each actuator must be powered through its own individual switch or relay contacts to avoid cross feed between two or more actuators.
I N T E R N A T I O N A L

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8.0

INCOMING POWER NEUTRAL LIVE

FIELD WIRING

CLOSE

CLOSE

OPEN

Wiring diagram 990.40.021, ELS 1-phase

2 C
PURPLE RED

4
YELLOW

Installation, Operation and Maintenance Manual

ACTUATOR WIRING

COM

COM

M MOTOR 1
S

NO

NC

NO

NC

LIMIT SWITCH 1 CLOSE

LIMIT SWITCH 2 OPEN

GREEN

BLACK

BLACK

WHITE

BLUE

RED

DOC.ELS.E Rev: A

LIMIT SWITCHES SHOWN IN MID STROKE

IMPORTANT Each actuator must be powered through its own individual switch or relay contacts to avoid cross feed between two or more actuators.
I N T E R N A T I O N A L

January 2009

9.0

Page 11

Contact Us: Emerson Process Management, Valve Automation facilities at your nearest location or visit our web site for up to date product data: www.El-O-matic.com North & South America 18703 GH Circle PO Box 508 Waller, Texas 77484 USA T +1 281 727 5300 F +1 281 727 5353 Siemensring 112 2500 Park Avenue West Manseld, Ohio 44906 USA T +1 419 529 4311 F +1 419 529 3688 30/36 Allee du Plateau 9009 King Palm Drive Tampa , Florida 33619 USA T +1 813 630 2255 F +1 813 630 9449 6 Bracken Hill 4112-91A Street Edmonton, Alberta T6E5V2 Canada T +1 780 450 3600 F +1 780 450 1400 Av. Hollingsworth,325 Iporanga Sorocaba, SP 18087-105 Brazil T +55 15 3238 3788 F +55 15 3228 3300 South West Industrial Estate Peterlee, Co Durham SR82LS, United Kingdom T +44 191 518 0020 F +44 191 518 0032 3 Furze Court 114 Wickham Road Fareham, Hampshire PO167SH ,United Kingdom T +44 132 984 8900 F +44 132 984 8901 No 15 Xing Wang Road Wuqing Development Area Tianjin 301700 P.R. China T +86 22 8212 3300 F +86 22 8212 3308 9/F Gateway Building No.10 Ya Bao Road Chaoyang District Beijing, P.R. China T +86 10 5821 1188 F +86 10 5821 1100 93250 Villemomble France T +331 48 122610 F +331 48 122619 19, Kian Teck Crescent, Singapore 628885 T +65 6262 4515 F +65 6268 0028 NOF Shinagawa Konan Building 1-2-5, Higashi-shinagawa Shinagawa-Ku, Tokyo 140-0002 Japan T +81 3 5769 6873 F +81 3 5769 6902 Asia Pacic D-47877 Willich Germany T +49 2154 499 660 F +49 2154 499 6613 PO Box 17033 Jebel Ali Free Zone Dubai, United Arab Emirates T +971 4883 5235 F +971 4883 5312 301, Solitaire Corporate Park 151, M.V. Road, Andheri(E) Mumbai-400093, Maharashtra, India T +91 22 6694 2711 F +91 22 2825 3394 Europe Asveldweg 11 7556 BT Hengelo(O) The Netherlands T +31 74 256 1010 F +31 74 291 0938 Middle East & Africa 2 Monteer Road, Isando Kempton Park, 1600 South Africa T +27 11 974 3336 F +27 11 974 7005 471 Mountain Highway Bayswater, Victoria 3153 Australia T +61 3 9721 0200 F +61 3 9720 0588 Lot 13111, Mukim Labu, Kawasan Perindustrian Nilai 71807 Nilai, Negeri Sembilan Malaysia T +60 6 799 2323 F +60 6 799 9942

All Rights Reserved. We reserve the right to modify or improve the designs or specications of the products mentioned in this manual at any time without notice. Emerson Process Management does not assume responsibility for the selection, use or maintenance of any product. Responsibility for proper selection, use and maintenance of any Emerson Process Management product remains solely with the purchaser. 2009 Emerson Electric Co.

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