Vannes Fisher
Vannes Fisher
Form 1900
July 2002 657 Actuator (30-70 and 87)
Installation ............................... 2
Mounting the Actuator on the Valve . . . . . . . . . . 3
Discussion of Bench Set . . . . . . . . . . . . . . . . . . . . 5
Bench Set Spring Adjustment . . . . . . . . . . . . . . . 5
Installing the Stem Connector Assembly . . . . . . 6
Deadband Measurement . . . . . . . . . . . . . . . . . . . . 6
Loading Connection . . . . . . . . . . . . . . . . . . . . . . . . 7
Maintenance ............................. 8
Actuator Maintenance . . . . . . . . . . . . . . . . . . . . . . 8
Top-Mounted Handwheel Assembly . . . . . . . . . 10
Side-Mounted Handwheel for Sizes 34
through 60 Actuators . . . . . . . . . . . . . . . . . . . . 11
Side-Mounted Handwheel for Sizes 70
and 87 Actuators . . . . . . . . . . . . . . . . . . . . . . . 12
Casing-Mounted Adjustable Travel Stops . . . . 14 W2174-2/IL
Parts Ordering . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Figure 1. Type 657 or 657-4 Actuator Mounted
Parts Kits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 on an easy-eR Valve
Kits for Side-Mounted Handwheels . . . . . . . . . . 16
Kits for Top-Mounted Handwheels . . . . . . . . . . 16 ordering for the Type 657 actuator in sizes 30
through 70 and size 87. The Type 657-4 actuator in
Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
sizes 70 and 87 is also covered. Refer to separate
Actuator Assembly (figures 6, 7, or 8) . . . . . . . . 16 instruction manuals for information about the valve
Top-Mounted Handwheel (figures 9 or 10) . . . 19 positioner and other accessories used with these
Side-Mounted Handwheel (figure 11 or 13) . . . 21 actuators.
Casing-Mounted Adjustable Up Travel Stops
(figures 14 or 15) . . . . . . . . . . . . . . . . . . . . . . . 23
No person may install, operate, or maintain a Type
Casing-Mounted Adjustable Down Travel Stops
657 actuator without first (1) being fully trained and
(figure 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
qualified in valve, actuator, and accessory
installation, operation, and maintenance, and (2)
Introduction carefully reading and understanding the contents of
this manual. If you have any questions about these
instructions, contact your Fisher sales office before
Scope of Manual proceeding.
This instruction manual provides information on
installation, adjustment, maintenance, and parts
D100306X012
www.Fisher.com
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
Table 1. Specifications
ACTUATOR SIZE
SPECIFICATION(1)
30 34 40 45 46 50 60 70(1) 87(1)
cm2 297 445 445 677 1006 677 1006 1419 1419
Nominal Effective Area
Inch2 46 69 69 105 156 105 156 220 220
mm 54 54 71 71 71 90 90 90 127
Yoke Boss Diameters
Inches 2-1/8 2-1/8 2-13/16 2-13/16 2-13/16 3-9/16 3-9/16 3-9/16 5
Acceptable Valve mm 9.5 9.5 12.7 12.7 12.7 19.1 19.1 19.1 25.4
Stem Diameters Inches 3/8 3/8 1/2 1/2 1/2 3/4 3/4 3/4 1
Maximum Allowable N 10,230 10,230 12,010 25,131 33,582 25,131 30,246 39,142 39,142
Output Thrust(4) Lb 2300 2300 2700 5650 7550 5650 6800 8800 8800
mm 19 29 38 51 51 51 51 76(3) 76(3)
Maximum Travel(2)
Inches 3/4 1-1/8 1-1/2 2 2 2 2 3(3) 3(3)
Maximum Casing Bar 8.6 4.5 4.5 3.4 2.8 3.4 2.8 3.8 3.8
Pressure for
Actuator Sizing(4) Psig 125 65 65 50 40 50 40 55 55
Maximum Diaphragm Bar 9.6 5.2 5.2 4.1 3.4 4.1 3.4 4.5 4.5
Casing Pressure(4)(5) Psig 140 75 75 60 50 60 50 65 65
Material Temperature _C Nitrile Elastomers: –40 to 82_C, Silicone Elastomers: –54 to 149_C, Fluoroelastomers: –18 to 149_C
Capabilities _F Nitrile Elastomers: –40 to 180_F, Silicone Elastomers: –65 to 300_F, Fluoroelastomers: 0 to 300_F
Pressure Connections 1/4-In. NPT X X X X X X X --- ---
(female) 1/2-In. NPT --- --- --- --- --- --- --- X X
kg 16 22 23 37 49 42 53 107 116
Approximate Weights
Lb 36 48 51 82 107 92 116 235 255
1. These values also apply to the Type 657-4 actuator construction.
2. Actuator travel may be less than the value listed after connecting the actuator to the valve.
3. Maximum travel for Type 657-4 is 102 mm (4 inches).
4. Normal operating diaphragm pressure must not exceed maximum diaphragm casing pressure and must not produce a force on the actuator stem greater than the maximum allowable
output thrust or the maximum allowable valve stem load.
5. This maximum casing pressure is not to be used for normal operating pressure. Its purpose is to allow for typical regulator supply settings and/or relief valve tolerances.
Description Note
The Type 657 actuator (figure 1) and the Type 657-4 If repeated or daily manual operation is
actuator are direct-acting, spring-opposed expected, the actuator should be
diaphragm actuators. They provide automatic equipped with a side-mounted
operation of control valve body assemblies. The handwheel rather than a
Type 657 actuator offers 76 mm (3 inches) casing-mounted travel stop or
maximum actuator travel. The Type 657-4 actuator top-mounted handwheel.
provides 102 mm (4 inches) maximum actuator The side-mounted handwheel is
travel. Both actuators position the valve plug in designed for more frequent use as a
response to varying pneumatic loading pressure on manual operator.
the actuator diaphragm. Figure 2 shows the
operation of these actuators. Specifications
Refer to table 1 for Specifications of the Type 657
A Type 657 or 657-4 actuator can be equipped with and 657-4 actuators. See the actuator nameplate for
either a top-mounted or a side-mounted handwheel specific information about your actuator.
assembly. A top-mounted handwheel assembly is
used as an adjustable up travel stop to limit actuator
travel in the up direction (see figure 2). A
side-mounted handwheel assembly is usually used Installation
as an auxiliary manual actuator. Adjustable Key number locations are shown in figures 6, 7, and
casing-mounted up or down travel stops are also 8, unless otherwise indicated. Also, refer to figure 3
available for this actuator. for location of parts.
2
Instruction Manual
Form 1900
July 2002 657 Actuator (30-70 and 87)
AIR PUSHES
NPT FEMALE
STEM DOWN
CONNECTION
DIAPHRAGM CASING
DIAPHRAGM AND
SPRING LIFTS STEM SHOWN IN
STEM UP UP POSITION
DIAPHRAGM
PLATE
SPRING SEAT
Figure 2. Schematic of Type 657 and 657-4 Actuators
SPRING ADJUSTOR
STEM CONNECTOR
WARNING
YOKE
CAUTION BONNET
3
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
SPRING ADJUSTER
RATED VALVE
TRAVEL MEASURE
LOWER BENCH SET
LOADING PRESSURE 1 ACTUATOR
STEM
NOTES:
1 THE LOWER PSIG LOADING PRESSURE (MARKED ON NAMEPLATE)
WHERE THE FIRST MOVEMENT OF ACTUATOR STEM IS DETECTED.
2 THE UPPER PSIG LOADING PRESSURE EXTEND ACTUATOR STEM.
3 MARK THIS POINT WITH TAPE OR A MARKER.
4 MEASURE DISTANCE OF TRAVEL. IT SHOULD EQUAL THE TRAVEL SPAN
SHOWN ON THE TRAVEL INDICATOR SCALE.
40A8715–B
B2426 / IL
4
Instruction Manual
Form 1900
July 2002 657 Actuator (30-70 and 87)
Discussion of Bench Set required to overcome the friction forces in the two
directions of travel.
The bench set pressure range is used to adjust the
initial compression of the actuator spring with the 5. Calculate the actual friction force:
valve-actuator assembly “on the bench.” The correct
initial compression ensures that the valve-actuator Friction Difference Effective
assembly will function properly when it is put into Force, = 1/2 in pressure diaphragm area,
service and the proper actuator diaphragm operating pounds readings, psig inches2
pressure is applied.
The bench set range is established with the Refer to table 1 for the effective diaphragm area.
assumption that there is no packing friction. When
attempting to adjust the spring in the field, it is very When determining valve friction, you can make
difficult to ensure that there is no friction being diaphragm pressure readings at a travel position
applied by “loose” packing. other than mid-travel if you desire. If you take
readings at zero or at the full travel position, take
Accurate adjustment to the bench set range can be extra care to ensure that the readings are taken
made during the actuator mounting process by when the travel just begins or just stops at the
making the adjustment before the actuator is position selected.
connected to the valve (see the Bench Set Spring
It is difficult to rotate the spring adjustor (key 12,
Adjustment Procedure).
figure 6, 7, and 8) when the full actuator loading
If you are attempting to adjust the bench set range pressure is applied to the actuator. Release the
after the actuator is connected to the valve and the actuator loading pressure before adjusting. Then
packing tightened, you must take friction into re-apply loading pressure to check the adjustment.
account. Make the spring adjustment such that full
actuator travel occurs at the bench set range (a) plus
the friction force divided by the effective diaphragm Bench Set Spring Adjustment
area with increasing diaphragm pressure or (b) The term ’’bench set‘‘ means that the actuator is not
minus the friction force divided by the effective connected to the valve, or to any other unbalanced
diaphragm area with decreasing diaphragm loads. Ensure that the actuator stem is at the top of
pressure. its travel as shown in figure 4. (Note: Some spring
compression is required to move the diaphragm to
For an assembled valve-actuator assembly, the the top of its travel.) The bench set steps provided
valve friction may be determined by following the are the same for direct or reverse acting valves.
procedure described below:
1. Install a pressure gauge in the actuator loading
pressure line that connects to the actuator WARNING
diaphragm casing.
When moving the actuator stem with
diaphragm loading pressure use
Note caution to keep hands and tools out of
the actuator stem travel path. Personal
Steps 2 and 4 require that you read injury and/or property damage is
and record the pressure shown on the possible if something is caught
pressure gauge. between the actuator stem and other
2. Increase the actuator diaphragm pressure and control valve assembly parts.
read the diaphragm pressure as the actuator Also, provide a certified pressure gauge suitable to
reaches its mid-travel position. accurately read the diaphragm pressure from 0
3. Increase the actuator diaphragm pressure until through the upper bench set pressure marked on the
the actuator is at a travel position greater than its nameplate. Apply loading pressure to the
mid-travel position. diaphragm.
Stroke the actuator a few times to ensure that the
4. Decrease the actuator diaphragm pressure and
pressure gauge is working correctly, and that the
read the diaphragm pressure as the actuator
actuator is functioning properly. It is important to be
reaches its mid-travel position.
sure that the actuator assembly is not binding or
The difference between the two diaphragm pressure producing any loading friction on the actuator stem
readings is the change in the diaphragm pressure movement.
5
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
1. If not already accomplished, provide a temporary halves, cap screws, and a spacer
means of applying an adjustable loading pressure to between the connector halves.
the actuator during bench set adjustments. Remove the spacer and discard, if
present, before clamping the actuator
2. Set the diaphragm loading pressure at 0 psig.
and valve stems together.
Then, slowly raise the pressure from 0 psig towards
the lower bench set pressure while checking for the 1. If necessary, push the valve stem down so that it
first movement of the actuator stem. The actuator is touching the seat ring on direct acting valves. For
stem should show movement at the lower bench set reverse acting valves, push the stem down to the
pressure. If movement occurs before or after the open position.
lower pressure is reached, adjust the spring adjuster If necessary, screw the valve stem locknuts down,
(see figure 4) into or out of the yoke until the away from the connector location. For all actuators
actuator stem’s movement is first detected at the except size 87, ensure that the travel indicator disk
lower bench set pressure. (key 14) is located on top of the locknuts.
3. Be sure the spring adjuster is adjusted to meet 2. Slowly increase the diaphragm pressure to the
the requirements of step 2 above. upper bench set pressure. This should be the same
4. Apply the upper bench set loading pressure to pressure used in the bench set steps, and it is
the diaphragm. This pressure extends the actuator marked on the nameplate.
stem down towards the valve. (Note: the actuator 3. Place the stem connector half with the threaded
stem may slide over the valve stem as shown in holes, approximately half way between the actuator
figure 4.) At the end of the actuator stem, use a and valve stems. Refer to figures 6, 7, and 8 to help
marker or a piece of tape to mark the valve stem locate the connector position.
(see figure 4). (Note: If the actuator stem does not
pass over the valve stem provide a method to mark Be sure that the actuator and valve stem threads are
this point of stem travel.). engaging the threads of the stem connector by the
distance of one diameter of the stem.
5. Slowly decrease the diaphragm loading pressure
until the lower bench set pressure is applied.
Measure the distance between the marker or tape CAUTION
on the valve stem to the end of the actuator stem.
The distance should match the travel span shown on Incomplete engagement of either the
the travel indicator scale (key 18). If the span of valve stem or actuator stem in the
travel is correct, bench set is complete. Proceed to stem connector can result in stripped
the Installing the Stem Connector Assembly threads or improper operation. Be sure
subsection. that the length of each stem clamped
6. If the travel span is not correct, a wrong or in the stem connector is equal to or
damaged spring has been installed in the actuator. greater than one diameter of that stem.
To obtain the correct spring sizing information, refer Damage to threads on either stem or in
to Fisher Catalog 14, Actuator Sizing and Sample the stem connector can cause the
Calculation sections to determine the correct spring parts to be replaced prematurely.
selection for your application. Or, contact your Fisher 4. Install the other half of the stem connector and
sales office for assistance. After replacing the spring, insert the cap screws and tighten them. If installing a
repeat the steps above. positioner, also attach the feedback bracket at the
same time.
5. Screw the valve stem locknuts up until the
Installing the Stem Connector indicator disk contacts the bottom of the stem
Assembly connector, or for size 87 actuators, the stem
When installing the stem connector assembly (key connector. Do not overtighten the locknuts.
26), the actuator and valve stem threads should 6. Slowly decrease and then increase pressure
engage the threads of the stem connector by the several times stroking the valve from the lower
distance of the diameter of the stem. bench set pressure to the upper pressure.
Note Be sure that the valve is in closed position (up or
down, depending on valve action). Loosen the
Replacement stem connectors are an screws on the travel scale, and align it with the travel
assembly of two stem connector indicator disk or stem connector. Stroke the valve full
6
Instruction Manual
Form 1900
July 2002 657 Actuator (30-70 and 87)
CLOSING OPENING
UPPER VALVE UPPER VALVE
9 0.6 9 0.6
RANGE OF RANGE OF
DEADBAND 1 DEADBAND 1
LOWER LOWER
BENCH SET OPENING 0.2 CLOSING
3 BENCH SET 3 0.2
PRESSURE VALVE VALVE
PRESSURE
0 0
OPEN MID RANGE CLOSED CLOSED MID RANGE OPEN
VALVE TRAVEL VALVE TRAVEL
travel to ensure that the travel matches the valve movements of the actuator during automatic loop
travel on the travel indicator plate. If valve travel is control. The following steps are provided to
not correct, repeat the stem connector procedure. determine the span of deadband. The percent of
deadband is helpful in troubleshooting problems with
the process control loop.
Note
1. Start at a pressure near the lower bench set
For push-down-to-close valves, the pressure, slowly increase pressure until the valve is
valve plug seat is the limit for approximately at mid-travel. Note this pressure
downward travel and the actuator reading.
up-stop is the limit for upward (away 2. Slowly decrease pressure until movement of the
from the valve) movement. For valve stem is detected, and note this pressure.
push-down-to-open valves, the
actuator down stop is the limit for 3. The difference between these two pressures is
downward movement, and the valve deadband, in psi.
seat is the limit for upward (away from 4. Calculate the percent of deadband by:
the valve) movement.
Deadband, psi
Deadband = —————————————— = nn%
Deadband Measurement Bench Set Span, psi
Deadband is caused by packing friction, unbalanced
forces, and other factors in the control valve
assembly. Deadband is the range a measured signal Loading Connection
can vary without initiating a response from the The loading pressure connections are made at the
actuator (see figure 5). Each actuator spring has a factory if the valve, actuator, and positioner come as
fixed spring rate (force). You have verified that the a unit. Keep the length of tubing or piping as short as
right spring was installed in the actuator by possible to avoid transmission lag in the control
completing the Bench Set Spring Adjustment steps. signal. If a volume booster, valve positioner or other
accessory is used, be sure that it is properly
Deadband is one factor that affects the control valve
connected to the actuator. Refer to the positioner
assembly operation during automatic loop control.
instruction manual or other manuals as necessary.
The control loop tolerance for deadband varies
widely depending on the loop response. Some For actuators shipped separately or whenever the
common symptoms of the deadband being too wide actuator pressure connections are installed, use the
are no movement, a “jump” movement, or oscillating following steps:
7
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
1. Connect the loading pressure piping to the NPT D Use lock-out procedures to be
female connection in the top of the diaphragm sure that the above measures stay in
casing. effect while you work on the
equipment.
2. For sizes 70 and 87 actuators, if necessary,
remove the 1/4-inch NPT bushing if a 1/2-inch NPT D The valve packing box may
female connection is needed to increase connection contain process fluids that are
size. The connection can be made with either piping pressurized, even when the valve has
or tubing. been removed from the pipeline.
Process fluids may spray out under
3. Cycle the actuator several times to be sure that
pressure when removing the packing
the valve stem travel is correct when the correct
hardware or packing rings, or when
pressure ranges are applied to the diaphragm.
loosening the packing box pipe plug.
4. If valve stem travel appears to be incorrect, refer
D Check with your process or safety
to the Bench Set Spring Adjustment procedures at
engineer for any additional measures
the beginning of this section. Do not place the valve
that must be taken to protect against
in service if it is not reacting correctly to diaphragm
process media.
loading pressure changes.
When performing maintenance procedures, isolate
the control valve from the process line pressure,
release pressure from both sides of the valve body,
and drain the process media from both sides of the
Maintenance valve. Use lock-out procedures to be sure that the
above measures stay in effect while you are working
Actuator parts are subject to normal wear and must on the actuator.
be inspected and replaced when necessary. The
frequency of inspection and replacement depends
on the severity of service conditions. Actuator Maintenance
This procedure describes how the actuator can be
completely disassembled and assembled. When
WARNING inspection or repairs are required, disassemble only
those parts necessary to accomplish the job; then,
Avoid personal injury or property start the assembly at the appropriate step.
damage from sudden release of
Key numbers refer to figures 6, 7, or 8 unless
process pressure or bursting of parts.
otherwise indicated. Figure 6 shows the sizes 30
Before performing any maintenance
through 60 actuators, figure 7 illustrates the sizes 70
operations:
actuator, and figure 8 shows the size 87 actuator.
D Always wear protective gloves,
clothing, and eyewear when Actuator Disassembly
performing any maintenance
operations to avoid personal injury. 1. Bypass the control valve. Reduce the loading
pressure to atmospheric, and remove the tubing or
D Disconnect any operating lines piping from the upper diaphragm casing (key 1).
providing air pressure, electric power,
or a control signal to the actuator. Be
sure the actuator cannot suddenly WARNING
open or close the valve.
D Use bypass valves or completely To avoid personal injury from the
shut off the process to isolate the precompressed spring force thrusting
valve from process pressure. Relieve the upper diaphragm casing (key 1)
process pressure from both sides of away from the actuator, relieve spring
the valve. Drain the process media compression (step 2, below), and
from both sides of the valve. carefully remove casing cap screws
(key 22) (step 4, below).
D Vent the power actuator loading
pressure and relieve any actuator 2. Thread the spring adjuster (key 12) out of the
spring precompression. yoke (key 9) until all spring compression is relieved.
8
Instruction Manual
Form 1900
July 2002 657 Actuator (30-70 and 87)
3. If required, remove the actuator from the valve 5. Place the diaphragm (key 2) pattern-side up on
body by separating the stem connector (key 26) and the diaphragm plate (key 4). Align the holes in the
removing the yoke locknut or, for the size 87 diaphragm and the lower diaphragm casing (key 5).
actuator, the stud bolt nuts. Separate the stem 6. Position the upper diaphragm casing (key 1) on
connector by loosening the stem nuts (keys 15 and the diaphragm (key 2) and align the holes.
16) and unscrewing the two cap screws.
4. Remove the diaphragm casing cap screws and Note
nuts (keys 22 and 23), then lift off the upper
diaphragm casing (key 1). When you replace actuator
diaphragms in the field, take care to
5. Remove the actuator diaphragm (key 2). ensure the diaphragm casing bolts are
tightened to the proper load to prevent
6. Remove the diaphragm plate, actuator stem, and leakage, but not crush the material.
cap screw (keys 4, 10 and 3) as an assembly. This Perform the following tightening
assembly can be broken down further, if required, by sequence with a manual torque
removing the cap screw (key 3). wrench for size 30-70 and 87 actuators.
7. Remove the actuator spring (key 6) and the
spring seat (key 11).
CAUTION
8. If required, remove the lower diaphragm casing
(key 5) from the yoke (key 9) by loosening the cap Over-tightening the diaphragm casing
screws (key 8) that hold it in place. cap screws and nuts (keys 22 and 23)
can damage the diaphragm. Do not
9. If required, remove the spring adjuster (key 12) exceed 27 NSm (20 lbfSft) torque.
by unscrewing it from the yoke (key 9).
Note
Actuator Assembly Do not use lubricant on these bolts
1. Coat the threads and the spring seat bearing and nuts. Fasteners must be clean and
surface of the spring adjuster (key 12) with lubricant dry.
(key 241 or equivalent), and thread the spring
adjuster into the yoke (key 9). Place the spring seat 7. Insert the cap screws (key 22), and tighten the
(key 11) in the yoke on the spring adjuster and turn hex nuts (key 23) in the following manner. The first
the spring adjuster to ensure that threads are four hex nuts tightened should be diametrically
properly engaged. opposed and 90 degrees apart. Tighten these four
hex nuts to 13 NSm (10 lbfSft).
2. Position the lower diaphragm casing (key 5) on
the yoke (key 9), and fasten the parts together by 8. Tighten the remaining hex nuts in a clockwise,
installing and evenly tightening the cap screws (key criss-cross pattern to 13 NSm (10 lbfSft).
8).
9. Repeat this procedure by tightening four hex
3. Set the actuator spring (key 6) squarely onto the nuts, diametrically opposed and 90 degrees apart, to
spring seat (key 11). a torque of 27 NSm (20 lbfSft).
4. If the diaphragm plate and actuator stem (keys 4
10. Tighten the remaining hex nuts in a clockwise,
and 10) are separate, fasten them together using the
criss-cross pattern to 27 NSm (20 lbfSft).
cap screw and washer (keys 3 and 25). Coat the cap
screw threads with Lubriplate Mag-1 or equivalent 11. After the last hex nut is tightened to 27 NSm (20
(key 241). Tighten the cap screw (key 3) to 41 NSm lbfSft), all of the hex nuts should be tightened again
(30 lbfSft) torque for size 30 actuators, 54 NSm (40 to 27 NSm (20 lbfSft) in a circular pattern around the
lbfSft) torque for size 34 and 40 actuators, or 149 bolt circle.
NSm (110 lbfSft) torque for size 45 to 87 actuators.
Slide the actuator stem and diaphragm plate (keys 12. Once completed, no more tightening is
10 and 4) into the yoke (key 9) so that the actuator recommended.
spring (key 6) fits squarely between the diaphragm
plate and the spring seat (key 11). Then slide the 13. Mount the actuator on the valve by following the
diaphragm rod through the spring adjuster (key 12). procedures in the Installation section.
9
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
Top-Mounted Handwheel Assembly 6. Unscrew the travel stop locknut (key 137) from
the handwheel stem (key 133), and turn the stem out
A top-mounted handwheel assembly (figures 9 and
of the bottom of the body (key 142). A screwdriver
10) is usually used as an adjustable casing-mounted
slot is provided on the top of the stem for this
up travel stop to limit full retraction of the actuator
purpose.
stem. Turning the handwheel clockwise moves the
the handwheel stem (key 133, figures 9 and 10) 7. Replace the O-ring (key 138) in the body (key
down, compressing the spring. 142).
Instructions are given below for complete 8. For a handwheel assembly used on sizes 30
disassembly and assembly of the top-mounted through 60 actuators, complete the disassembly by
handwheel assembly. Perform the disassembly only driving out the groove pin (key 140, figure 9) and
as far as necessary to accomplish the required sliding the pusher plate (key 135, figure 9) off the
maintenance; then, begin the assembly at the stem.
appropriate step. For a handwheel assembly used on a sizes 70 or
Key numbers refer to figure 9 (sizes 30 through 60) 87 actuator, complete the disassembly by
and figure 10 (sizes 70 and 87), unless otherwise unscrewing the retaining screw (key 174, figure 10)
indicated. and removing the thrust bearing and pusher plate
(keys 175 and 135, figure 10). Because the retaining
screw (key 174) has left-hand threads, turn
Disassembly for Top-Mounted clockwise to loosen.
Handwheel
1. Turn the handwheel (key 51) counter-clockwise Assembly for Top-Mounted Handwheel
so that the handwheel assembly is not causing any 1. For a handwheel assembly used on sizes 30
spring compression. through 60 actuators, coat the end of the
handwheel stem (key 133, figure 9) with lubricant
2. Bypass the control valve, reduce loading (key 244 or equivalent). Slide the pusher plate (key
pressure to atmospheric, and remove the tubing or 135, figure 9), onto the stem, and drive in the groove
piping from the upper handjack body (key 142, pin (key 140, figure 9) to lock the pieces together.
figures 9 or 10).
For a handwheel assembly used on a sizes 70 or
87 actuator, pack the thrust bearing (key 175, figure
10) with lubricant (key 244 or equivalent). Place the
WARNING thrust bearing in the pusher plate (key 135, figure
10), slide the two parts onto the handwheel stem
To avoid personal injury from the (key 133). Coat the retaining screw threads with
precompressed spring force thrusting sealant (key 242 or equivalent). Insert and tighten
the upper diaphragm casing (key 1) the retaining screw (key 174, figure 10).
away from the actuator, thread the 2. Coat the O-ring (key 138) with lubricant (key 241
spring adjuster (key 12) out of the or equivalent), and insert the O-ring in the body (key
yoke until all spring compression is 142).
relieved, then carefully remove casing
3. Coat the threads of the handwheel stem (key
cap screws (key 22).
133) with lubricant (key 244 or equivalent). Screw
3. Remove the diaphragm casing cap screws and the stem into the body (key 142).
nuts (keys 22 and 23, figures 6, 7, or 8), and lift off 4. Thread the travel stop locknut (key 137) onto the
the upper diaphragm casing and handwheel handwheel stem (key 133).
assembly.
5. Place the handwheel (key 51), and the stop nut
4. If necessary, the handwheel assembly can be (key 54) on the handwheel stem (key 133). Tighten
separated from the diaphragm casing by removing the hex nut to fasten the parts together. Secure the
the cap screws (key 141). This may be necessary to nut with the cotter pin (key 247).
replace the O-ring (key 139), or for ease of handling.
6. If the body (key 142) was separated from the
5. Loosen the travel stop locknut (key 137), and turn upper diaphragm casing (key 1, figures 6, 7, or 8),
the handwheel (key 51) counter-clockwise. Remove lubricate the O-ring (key 139) with lubricant (key 241
the cotter pin and stop nut (keys 247 and 54), then or equivalent), and place the O-ring in the body.
lift off the handwheel. Align the holes in the diaphragm casing and the
10
Instruction Manual
Form 1900
July 2002 657 Actuator (30-70 and 87)
body, insert the cap screws (key 141), and tighten 14. Mount the actuator on the valve following the
them evenly following a crisscross pattern to ensure procedures in the Installation section.
a proper seal.
7. Position the upper diaphragm casing (key 1) on
the diaphragm (key 2) and align the holes. Side-Mounted Handwheel for Sizes 34
through 60 Actuators
Note A side-mounted handwheel assembly (figures 11
and 12) is normally used as a manual actuator for
When you replace actuator sizes 34 through 60 actuators. Turning the
diaphragms in the field, take care to handwheel counter-clockwise past the neutral
ensure the diaphragm casing bolts are position opens the valve. Two levers (key 146, figure
tightened to the proper load to prevent 11) on a handwheel assembly operate the valve by
leakage, but not crush the material. moving the valve stem.
Perform the following tightening
Instructions are given below for complete
sequence with a manual torque
wrench for size 30-70 and 87 actuators. disassembly and assembly. Perform the
disassembly only as far as necessary to accomplish
the required maintenance; then begin the assembly
at the appropriate step.
CAUTION
12. After the last hex nut is tightened to 27 NSm (20 7. Pull the handwheel screw assembly (key 145) out
lbfSft), all of the hex nuts should be tightened again of the handwheel body. The operating nut (key 132)
to 27 NSm (20 lbfSft) in a circular pattern around the will come out with the screw. Also remove the
bolt circle. bushing (key 151).
8. If required, remove the two ball bearings (key
13. Once completed, no more tightening is 152), one from the bearing retainer and the other
recommended. from the handwheel body.
11
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
Assembly for Side-Mounted Handwheel snap the retaining ring (key 154) onto the lever pivot
(Size 34-60) pin.
1. Pack the ball bearings (key 152) with lubricant
(key 244 or equivalent). Insert one bearing and the Side-Mounted Handwheel for Sizes 70
bushing (key 151) in the handwheel body (key 142)
as shown in figure 11 or 12. The bushing is not used
and 87 Actuators
in a handwheel assembly for sizes 45 through 60 A side-mounted handwheel assembly (figure 13) is
actuators. usually used as a manual actuator for sizes 70 and
87 actuators. Turning the handwheel
2. Coat the handwheel screw assembly (key 145) counter-clockwise past the neutral position opens
threads with lubricant (key 244 or equivalent), and the valve body. A pair of sleeves (keys 34 and 46,
thread the operating nut (key 132) onto the screw. figure 13) operates the valve by moving the valve
Slide the second ball bearing (key 152) onto the stem.
screw, and insert the end of the screw into either the
Instructions are given below for complete
bushing (key 151), as shown in figure 11, or into the
disassembly and assembly. Perform the
bearing.
disassembly only as far as necessary to accomplish
3. Thread the bearing retainer (key 136) into the the required maintenance; and then begin the
body (key 142). Completely tighten the bearing assembly at the appropriate step.
retainer, and then loosen it one-quarter turn. Tighten Key numbers refer to figures 7 or 8, and 11.
the set screw (key 168, not shown) to hold the
bearing retainer in place.
Disassembly for Side-Mounted
4. Coat the groove in the handwheel body (key 142) Handwheel (Size 70 & 87)
with lubricant (key 241 or equivalent). Insert the 1. Bypass the control valve, reduce loading
spring (key 56) and ball (key 55) into the handwheel pressure to atmospheric, and remove the tubing or
(key 51). Holding the ball and spring in the piping from the upper diaphragm casing (key 1).
handwheel, put the handwheel, the washer (key
149), the lockwasher (key 150), and the stop nut 2. Remove cover band (key 60), and relieve spring
(key 54) on the end of the handwheel screw (key compression by turning the spring adjuster (key 12)
145). Tighten the stop nut. counter-clockwise.
3. Remove the cap screws and casing screws and
5. Position the pointer mounting bolt (key 159, not
nuts (keys 22 and 23), lift off the upper diaphragm
shown) and pointer (key 160) as shown in figure 11
casing (key 1), and remove the diaphragm (key 2).
or 12. Insert and tighten the screw (key 161).
4. Remove the cap screw (key 3) and the washer
6. Assemble the two levers (key 146) with the cap (key 25), then take off the diaphragm plate (key 4).
screws (key 156) for handwheel assemblies for sizes
45, 50, and 60 actuators, or with the machine screws 5. Remove the actuator spring (key 6), the upper
(key 156) for handwheel assemblies on sizes 34 and sleeve (key 34), and the spring seat (key 11) from
40 actuators. the yoke cylinder. This exposes the needle bearing
and races (keys 37 and 38).
7. If the handwheel assembly was removed from the 6. Separate the halves of the stem connector
yoke (key 9, figures 6, 7, or 8), remount the handjack assembly (key 26) by removing the two cap screws.
assembly to the yoke using the dowel pins for Remove the actuator stem (key 10).
alignment. Position the U-bolts (keys 166 and 143)
on the yoke, and hand-tighten the hex nuts (keys 7. Remove the travel indicator (key 14).
170 and 147) to hold the handwheel assembly in 8. Turn the handwheel to raise the lower sleeve
position. Cap screws (key 163) should be tight (key 46) until it is free of the worm gear (key 44). Lift
against the yoke legs to provide stability. Tighten out the lower sleeve and the key (key 47). DO NOT
nuts (key 144). Finish tightening the U-bolt nuts to move the neutral indicator scale (key 59).
163 NSm [120 lbfSft] (key 170) and 41 NSm [30 lbfSft]
(key 147). Be sure the handwheel assembly remains 9. Loosen two set screws (key 40), then unscrew
flat against the mounting pad and perpendicular to the bearing retainer flange (key 39) and the attached
the yoke. spring adjuster (key 12), using a suitable tool in the
open neck of the flange. Take out the gear and two
8. Position the levers (key 146) as shown in figure needle bearings (key 42), one on each side of the
11 or 12. Insert the lever pivot pin (key 153), and gear.
12
Instruction Manual
Form 1900
July 2002 657 Actuator (30-70 and 87)
10. Remove the spring adjuster (key 12) from the 9. Turn the handwheel (key 51), and feed the sleeve
bearing retainer flange (key 39). If desired, the worm through the gear so that the slot in the lower sleeve
shaft (key 45) and associated parts can be (key 46) engages the key (key 47) in the yoke (key
disassembled to replace or lubricate them. To do so, 9). Continue turning the handwheel until the lower
first remove the stop nut (key 54) and the handwheel sleeve protrudes 93.7 mm (3.69 inches) below the
(key 51). Do not lose the small ball (key 55) and surface of the yoke. The pin in the side of the lower
spring (key 56). sleeve should line up with the extension on the
neutral indicator.
11. Loosen the two set screws (key 41), and
unscrew the front and back retainers (keys 48 and 10. Slide the square end of the actuator stem (key
49). The ball bearings (key 50) will come out with the 10) through the lower sleeve (key 46) so the stem
retainers. Remove the worm shaft (key 45). contacts the valve stem. Clamp both stems in the
two halves of the stem connector (key 26). The stem
connector should not be closer than 0.125 inches
Assembly for Side-Mounted Handwheel (3.2mm) to the lower sleeve when the actuator stem
(Size 70 & 87) is in the retracted position. This adjustment will
provide approximately 3.2 mm (0.125 inches) of free
1. The front and back retainers (keys 48 and 49) travel of the lower sleeve in either direction for
each have a slot in their threads for a set screw (key manual operation. Fasten the stem connector halves
41). Pack the ball bearings (key 50) with lubricant together with the cap screws.
(key 244 or equivalent), and insert one ball bearing
in the back retainer (key 49) as shown in figure 13. 11. Pack the needle bearing and race (keys 37 and
38) with lubricant (key 241 or equivalent), and slide
2. Thread the back retainer and ball bearing (keys the bearing onto the spring adjuster (key 12).
49 and 50) into the yoke (key 9). Align the slot in the
bearing retainer with the set screw hole in the yoke, 12. Put the spring seat and actuator spring (keys 11
insert the set screw (key 41), and tighten it. and 6) in the yoke (key 9). Slide the upper sleeve
(key 34) onto the actuator stem (key 10).
3. Coat the worm shaft (key 45) threads with 13. Put the diaphragm plate and washer (keys 4
lubricant (key 244 or equivalent), and slide the shaft and 25) on the actuator stem (key 10). Insert and
into the yoke so that the end of the shaft fits snugly tighten the cap screw (key 3) to fasten the parts
into the back retainer (key 49). together.
4. Insert the bearing in the front retainer (key 48), 14. Place the diaphragm (key 2) pattern-side up on
and thread the retainer and ball bearing into the the diaphragm plate (key 4). Align the holes in the
yoke (key 9). Align the slot in the retainer with the diaphragm and the lower diaphragm casing (key 5).
hole in the yoke, insert the set screw (key 41), and
tighten it. 15. Position the upper diaphragm casing (key 1) on
the diaphragm (key 2) and align the holes.
5. Put the spring and ball (keys 56 and 55) in the
handwheel (key 51). Slide the handwheel onto the
worm shaft (key 45). Thread the stop nut (key 54) Note
onto the shaft.
When you replace actuator
6. Pack the two needle bearings (key 42) and coat diaphragms in the field, take care to
the worm gear (key 44) threads with lubricant (key ensure the diaphragm casing bolts are
244 or equivalent). Insert the key (key 47), the tightened to the proper load to prevent
bearings, and the gear in the yoke (key 9) as shown leakage, but not crush the material.
in figure 13. Perform the following tightening
sequence with a manual torque
7. Slots are cut in the threads of the bearing retainer wrench for size 30-70 and 87 actuators.
flange (key 39). Thread the flange into the yoke (key
9) so that the slots and the holes for the set screws
(key 40) align. Insert the screws, and tighten them. CAUTION
8. The lower sleeve (key 46) has milled slots in one
end. Coat the sleeve threads with lubricant (key 241 Over-tightening the diaphragm casing
or equivalent), then slide the end of the lower sleeve cap screws and nuts (keys 22 and 23)
with the milled slots into the bearing retainer flange can damage the diaphragm. Do not
(key 39). exceed 27 NSm (20 lbfSft) torque.
13
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
Note (key 137). Then turn the travel stop stem (key 133)
clockwise into the diaphragm case to move the
Do not use lubricant on these bolts actuator stem downward (or counter-clockwise to
and nuts. Fasteners must be clean and move the stem upward). Finally, tighten the travel
dry. stop nut and replace the travel stop cap.
16. Insert the cap screws (key 22), and tighten the The adjustable down travel stop (figure 16) limits the
hex nuts (key 23) in the following manner. The first actuator stroke in the downward direction. To adjust,
four hex nuts tightened should be diametrically first relieve actuator loading pressure before
opposed and 90 degrees apart. Tighten these four removing the travel stop cap (key 187). Then loosen
hex nuts to 13 NSm (10 lbfSft). the jam nut and adjust the stop nut (keys 189 and
54) either down on the stem to limit travel, or up on
the stem to allow more travel. Lock the jam nut
17. Tighten the remaining hex nuts in a clockwise,
against the stop nut, then replace the closing cap.
criss-cross pattern to 13 NSm (10 lbfSft).
Instructions are given below for disassembly and
18. Repeat this procedure by tightening four hex assembly. Perform the disassembly only as far as
nuts, diametrically opposed and 90 degrees apart, to necessary to accomplish the required maintenance;
a torque of 27 NSm (20 lbfSft). then, begin the assembly at the appropriate step.
Key numbers are shown in figures 14, 15, and 16.
19. Tighten the remaining hex nuts in a clockwise,
criss-cross pattern to 27 NSm (20 lbfSft). Disassembly for Casing-Mounted Travel
Stop
20. After the last hex nut is tightened to 27 NSm (20
lbfSft), all of the hex nuts should be tightened again 1. Bypass the control valve. Reduce the loading
to 27 NSm (20 lbfSft) in a circular pattern around the pressure to atmospheric, and remove the tubing or
bolt circle. piping from the connection in the body (key 142).
14
Instruction Manual
Form 1900
July 2002 657 Actuator (30-70 and 87)
For sizes 70 and 87, remove the retaining screw 2. Readjust the travel stop to obtain the appropriate
(key 174) to inspect the thrust bearing (key 175). restriction by following the adjustment procedures
presented in the introductory portion of the
Casing-Mounted Adjustable Down Travel Stops Casing-Mounted Adjustable Travel Stops section.
Return the unit to operation.
8. Remove the travel stop cap (key 187). Unscrew
the jam nut and stop nut (keys 189 and 54) until the Note
travel stop assembly is no longer compressing the
spring. Remove the jam nut and stop nut. Fisher does not assume responsibility
for the selection, use, or maintenance
9. Remove the upper diaphragm casing (key 1, of any product. Responsibility for
figures 6, 7, or 8) as outlined in the Maintenance proper selection, use, and
section. maintenance of any Fisher product
10. Remove the cap screws (keys 141) and remains solely with the purchaser and
separate the travel stop assembly from the upper end-user.
casing.
11. Remove and inspect the O-ring (keys 139);
replace if necessary. Parts Ordering
12. Loosen the stop nut (key 54), then unscrew the Each actuator has a serial number stamped on the
travel stop stem (key 133) out of the actuator stem. nameplate. Always mention this number when
The lower diaphragm plate can now be removed. corresponding with your Fisher sales office
regarding technical information or replacement parts.
Also, reference the complete 11-character part
Assembly for Casing-Mounted Travel number of each needed part as found in the
Stop following Parts List.
1. Reassemble the up or down travel stop in the Components that are not manufactured by Fisher
reverse order of the disassembly steps, being sure should not, under any circumstances, be used in any
to apply lubricant as shown by the lubrication boxes Fisher valve. The use of parts not manufactured by
(key 241) in figures 6, 7, 8, 14, 15, or 16, as Fisher may adversely affect the performance of the
appropriate. valve as well as worker and workplace safety.
15
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
APPLY LUB
40A8765–C/DOC
APPLY LUB
50A8768–C/DOC
17
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
APPLY LUB
50A8767–C / IL
18
Instruction Manual
Form 1900
July 2002 657 Actuator (30-70 and 87)
APPLY LUB/SEALANT
NOTES:
THE TOP MOUNTED HANDWHEEL IS NOT DESIGNED
FOR USE UNDER HEAVY LOAD OR FOR FREQUENT USE.
APPLY LUB/SEALANT
28A1205-D / IL
NOTES:
THE TOP MOUNTED HANDWHEEL IS NOT DESIGNED
FOR USE UNDER HEAVY LOAD OR FOR FREQUENT USE.
CV8010-G / IL
Figure 9. Top-Mounted Handwheel Assembly for Size 30 Figure 10. Top-Mounted Handwheel Assembly for Sizes
through 60 Actuators 70 through 87 Actuators
APPLY LUBRICANT
30A8778-D / IL
Figure 11. Side-Mounted Handwheel Assembly for Size 34 and 40 Actuators
APPLY LUBRICANT
40A8779-D / IL
20
Instruction Manual
Form 1900
July 2002 657 Actuator (30-70 and 87)
Key Description Part Number Key Description Part Number
143 U-Bolt
144 Hex Nut, pl steel
145 Handwheel Screw
Side-Mounted Handwheel 146 Lever & Pin Ass’y
(figure 11, 12, or 13) 147 Hex Jam Nut
34 Upper Sleeve 148 Dowel Pin
37 Needle Bearing 149 Washer
38 Needle Bearing Race 150 Lockwasher
39 Bearing Retainer Flange 151 Bushing
40 Set Screw 152 Ball Bearing
41 Set Screw 153 Lever Pivot Pin
42 Needle Bearing 154 Retaining Ring
43 Needle Bearing Race 155 Lever Spacer
44 Worm Gear 156 Screw
45 Worm Shaft 157 Lockwasher
46 Lower Sleeve 158 Hex Nut
47 Key 159 Pointer Mounting Bolt
48 Front Retainer 160 Pointer
49 Back Retainer 161 Screw
50 Ball Bearing 162 Indicator Plate
51 Handwheel 163 Cap Screw
52 Handgrip 166 U–Bolt
53 Handgrip Bolt 167 Guide Bolt
54 Stop Nut 168 Set Screw
55 Ball 169 Grease Fitting
56 Spring 170 Hex Nut
59 Handwheel Indicator 177 Spring Cap
60 Cover Band Ass’y 178 Machine Screw
61 Grease Fitting 241 Lubricant, Lubriplate Mag-1 or equivalent
132 Operating Nut (not furnished with handwheel)
136 Bearing Retainer 244 Lubricant, Anti-Seize Lub-3 Never-Seez or equivalent
142 Handwheel Body (not furnished with handwheel)
21
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
APPLY LUB
50A8769–D / IL
SECTION A–A
Figure 13. Type 657 Size 70 and 87 Actuators with Side-Mounted Handwheel
22
Instruction Manual
Form 1900
July 2002 657 Actuator (30-70 and 87)
Figure 14. Casing-Mounted Adjustable Up Travel Stop for Figure 15. Casing-Mounted Adjustable Up Travel Stop for
Sizes 30 through 60 Actuators (Style 1) Sizes 70 and 87 Actuators (Style 1)
APPLY LUB
BV8054–D / IL
Figure 16. Casing-Mounted Adjustable Down Travel Stop for Size 30 and 40 Actuators (Style 2)
25
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
26
Instruction Manual
Form 1900
July 2002 657 Actuator (30-70 and 87)
27
Instruction Manual
Form 1900
657 Actuator (30-70 and 87) July 2002
easy-e and Fisher are marks owned by Fisher Controls International, Inc., a business of Emerson Process Management. The Emerson logo
is a trademark and service mark of Emerson Electric Co. All other marks are the property of their respective owners.
The contents of this publication are presented for informational purposes only, and while every effort has been made to ensure their accuracy,
they are not to be construed as warranties or guarantees, express or implied, regarding the products or services described herein or their use
or applicability. We reserve the right to modify or improve the designs or specifications of such products at any time without notice.
Fisher does not assume responsibility for the selection, use or maintenance of any product. Responsibility for proper selection, use and
maintenance of any Fisher product remains solely with the purchaser and end-user.
28
EFisher Controls International, Inc. 1983, 2002; All Rights Reserved