ICI Indelac Controls, Inc. Installation, Operation & Maintenance Manual For Electric Spring Return Actuator

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ICI Indelac Controls, Inc. Installation, Operation & Maintenance Manual For Electric Spring Return Actuator 6810 Powerline Dr. Florence, Ky. 41042 Telephone 859-727-7890, Tool free 800-662-9424, Fax. 859-727-7-4070, e-mail: dvoges@indelac.com Visit our web site at www.indelac.com

Thank you for selecting Indelac Controls, Inc., ICI for your valve or damper automation requirement. We at ICI are proud of our products and feel confident they will meet or exceed your expectations of quality and reliability. Every precaution has been taken to insure that your equipment arrives undamaged, however accidents do occur. Therefore the first thing you should do upon receipt of your package is to inspect the box for damage. If the box is damaged there is a possibility that the equipment inside the box may be damaged as well. If this is the case YOU MUST FILE A CLAIM with the delivering CARRIER. All shipments are F.O.B. our factory and it is your responsibility to file a claim for damages. STORAGE If the actuators are scheduled for installation at a later date: 1. Store off the floor. 2. Store in a climate controlled building. 3. Store in a clean and dry area. FOR FUTURE REFERENCE RECORD 1. Actuator model number 2. Actuator enclosure type NEMA 4,NEMA 4X,NEMA 7, NEMA 4 & 7 3. Actuator output torque LB-IN 4. Motor characteristics, Voltage Hertz Phase 5. Actuator serial number 6. Date of installation Put into operation 7. Valve Data: 7a. Manufacturer 7b. Style & fig. No. 7c. Size 7d. End connection 7e. Material of construction, Body Stem & ball 7f. Brake away torque LB-IN @ PSI 7g. Other helpful data MEDIA: 1. System media 2. Temperature, deg. F. Maximum, deg. F. Minimum 3. Pressure PSI As this information is listed it is important to pay attention to all of the actuator specifications relative to the valve specifications and system requirements. If the actuator is not properly sized for the valve and application the life will be shortened or it may not work at all. The actuator that has been supplied is an electric spring return actuator, it is not intended to be used to control flow in any manner what so ever. ABOUT ELECTRIC SPRING RETURN ACTUATORS: 2

ICI s electric spring return actuators are fail-safe actuators designed to prevent catastrophic loss of system media or production caused by a sudden loss of electricity. They are not designed for control applications. When used in the manner for which they were designed they will deliver years of protection for your system. Please read these instructions completely before installing and using your new ICI electric spring return actuator. INSTALLATION: The actuator is shipped in the DESIGNATED FAIL position from the factory; make sure the valve and actuator are in the same position before mounting. 1. Manually position valve to the designated fail position, if the actuator is to fail close on loss of power, the valve must be in the closed position when mounting the actuator. 2. Remove valve mechanical stops. CAUTION: DO NOT REMOVE any parts necessary for the proper operation of the valve, i.e., packing gland, gland nut, etc. 3. Check again that the valve and actuator are in the same position. 4. Install mounting hardware on valve, do not tighten bolts securely, mount actuator to valve securely tighten all bolts and screws once actuator screws have been started. NOTE: Actuator conduit entry is normally positioned perpendicular to pipe line. 5. Remove actuator cover. CAUTION: Be sure power is off at the main power box. 6. Wire actuator using the wiring diagram inside cover. 7. Turn on power to actuator. CAUTION: Use extreme caution as there are live circuits that could cause electrical shock or death. 8. Operate the valve to the close position, check the alignment. 9. Operate the valve to the open position, check the alignment. 10. Replace cover and secure cover screws. CALIBRATION: After checking the alignment of the valve port calibration may be required; To set the open position: 1. If the open position is the designated fail position loosen the jam nut on the mechanical stop and back the stop out. Operate valve to the open position by applying power to terminal connections #1 and #2, the valve will rotate counter clockwise (CCW) viewing top of actuator. NOTE: When the actuator is in the open position the setscrew securing the open cam to the shaft will be easily accessible. 1a. If valve did not open completely; 1aa. Loosen 8-32 set screw in top cam. 2aa. Rotate cam clockwise (CW) until the switch makes contact, listen carefully for a slight click. The valve will begin to rotate CCW, by making small incremental CW movements of the cam the valve can be positioned precisely in the desired position. 3aa. Securely tighten the setscrew. 1b. If valve traveled too far. CAUTION: Valves with mechanical stops may be damaged or cause damage to the actuator if allowed to travel too far. 1bb. Apply power to terminal connections #1 and #3, the valve will begin to rotate CW, allow it to travel to the mid position. 2bb. Follow directions in 1a of To set open position. 2b. After the position is set and if open is the designated fail position rotate the adjusting screw clockwise until the screw touches the mechanical stop then rotate it counter clockwise one full turn and lock the jam nut so the adjusting screw remains in position. By doing this the mechanical stop never comes in contact with the adjusting screw except upon loss of power. To set close position: 3

1. If the close position is the designated fail position loosen the jam nut on the mechanical stop and back the stop out. Operate valve to the close position by applying power to terminal connections #1 and #3, the valve will rotate CW viewing the top of the actuator. NOTE: When the actuator is in the close position the setscrew securing the close cam to the shaft will be easily accessible. 1a. If valve did not close completely. 1aa. 2aa. Loosen 8-32 set screw in bottom cam. Rotate cam CCW until the switch makes contact, listen for a slight click. The valve will begin to rotate CW, by making small incremental movements the valve can be positioned precisely in the close position. 3aa. Securely tighten the setscrew. 1b. If the valve has traveled too far closed. CAUTION: Valves with mechanical stops may be damaged or cause damage to the actuator if allowed to travel too far closed. 1bb. Apply power to terminals to terminal connection #1 and #2, the valve will begin to rotate CCW, allow to rotate to the mid position. 2bb. Follow directions in 1a. of To set close position. 2b. After the position is set and if close is the designated fail position rotate the adjusting screw clockwise until the screw touches the mechanical stop then rotate it counter clockwise one full turn and lock the jam nut so the adjusting screw remains in position. By doing this the mechanical stop never comes in contact with the adjusting screw except upon loss of power. ES2 SERIES NEMA 4 or 7 ENCLOSURE VISUAL POSITION INDICATOR 1/2" NPT CONDUIT ENTRY ALLOW 4'' FOR COVER REMOVAL 7.1 1.76 3.13 2.81.63 MECHANICAL STOP FAIL CLOSE 8.5.667 OPTIONAL ADDITIONAL 1/2" NPT CONDUIT ENTRY 3.38 8.500 4, 5/16-18 TAP.4 DEEP 2.756 B.C. ICI Indelac Controls, Inc. Florence, Kt. 41042 ES2-4BF07-10FC website drawing SHOWN IN CLOSE POSITION 7-11-04 1" = 1" 4

AS SERIES FAIL CLOSE SPRING END TORQUE ADJUSTING SCREW, SET AT FACTORY 10.0 SPRING END POSITION ADJUSTING SCREW, SET AT FACTORY ALLOW 6" FOR COVER REMOVAL 3/4-14 NPT CONDUIT ENTRY 3.0 A H B C D 3.75 E F 3.75 G SQUARE 45.0 DIMENSIONS IN INCHES MODEL A B C D E F G H AS4 & 6 14.69 4.69.75 15.66 5.06 2.0.660 5.0 AS10 15.06 4.88 1.0 17.0 5.88 2.5 1.00 6.0 10.0 2.0 6.25 AS4 & 6...4, 5/16-18 X 5/8" DP., 2.756 B.C. AS10...4, 1/2-13 X 5/8" DP., 4.010 B.C. I C I 7-19-2004 JLR Indelac Controls, Inc. Florence, Ky. 41042 AS SERIES ELECTRIC SPRING RETURN ACTUATOR 1" = 1" 071904A 5

ACTUATOR SHOWN IN OPEN POSITION Brake PSC Motor Heater & Thermostat Optional NO SW. #2 C NC Capacitor SW. #1 NO C NC SW. #2 SW. #1 Open Limit Close Limit Switch Layout 1 2 3 4 5 6 7 8 9 10 GROUND SCREW N A.C. Supply Power HOT DPDT Control Switxh for Illustration Only FIELD WIRING NOTES: Power to 1 & 2 opens the valve (CCW Rotation) Power to 1 & 3 closes the valve (CW Rotation) Loss of power causes actuator to drive to the fail position. With the return of power the actuator will travel to the position designated by the control switch. DO NOT power actuator into mechanical stops, OUTPUT PINION WILL BE DAMAGED. TYPICAL WIRING DIAGRAM DUTY CYCLE: ICI spring return actuators motors are rated at 25% duty cycle at 100% ambient temperature at rated torque. THERMAL OVER LOAD: All alternating current (ac) motors are equipped with thermal over load protection to guard the motor against damage from over heating. MECHANICAL OVER LOAD: STALL LOAD All ICI actuators are designed to with stand stall conditions. It is not recommended to subject the unit to repeated stall conditions, as the gears will eventually fail. SHOCK LOAD Shock loads shorten gear life dramatically. To prevent premature gear failure the actuator must be powered to the open and close position, allowing the spring to take over only in the event of a power failure. 6

NEMA 7 ENCLOSURE: In general, operation and maintenance of a NEMA 7 electric actuator is no different than that of a NEMA 4 electric actuator. However, there are some precautions that must be followed. 1. DO NOT under any circumstances remove the cover to the actuator while in a hazardous location, this could cause ignition of hazardous atmospheres. 2. DO NOT under any circumstances use a NEMA 7 electric actuator is a hazardous location that does not meet the specifications for which the actuator was designed. The actuator is clearly tagged with the NEMA classification it was designed for. 3. Mount, test and calibrate actuator on valve in non-hazardous location. 4. When removing the cover care must be taken not to scratch, scar or deform the flame path of the cover or base of the actuator, this will negate the NEMA 7 rating of the enclosure. 5. When replacing the cover on actuators rated NEMA 4 and 7 take care that the gasket is in place to assure the proper clearance after the cover is secured. After securing the cover screws check the clearance between the cover and the base, a.002 thick by 1/2 wide feeler gauge may not enter between the two mating faces more than.125. 6. All electrical connections must be to state and local codes and in accordance with the specifications for which the unit is being used. After proper installation your ICI actuator will require little or no maintenance. In the event the unit requires some type of maintenance remove it from the hazardous location before attempting to work on it. If the actuator is in a critical application and down time is not permitted it may be advisable to have a spare actuator in stock. MAINTENANCE: After your ICI spring return electric actuator has been properly installed there is little or no maintenance ever required. The gear train has been permanently lubricated at the factory and requires no routine maintenance. In the event it becomes necessary to perform maintenance on the actuator upon reassembling, we recommend using Shell Darina #2 grease. TO SET BRAKE: If it is ever becomes necessary to set the brake 1) using a.050 Allen wrench loosen the two setscrews in the brake disk hub, 2) using a feeler gage set the gap between the disk and stationary coil & field assembly to.015 +/- 0.005, 3) secure the 2 set screws in the hub. Set Screw Feeler Gage Power On Brake Motor 7

4 3 2 1 30 29 28 27 26 25 38 39 40 41 42 43 44 5 37 45 24 36 46 6 23 35 47 7 22 34 33 48 8 21 32 49 9 31 50 10 11 12 13 14 51 15 16 20 17 18 19 52 Model ES2 Parts List NO. DESCRIPTION MATERIAL QTY PART NO. 1 COVER A356-T6 1 4002N7 2 SCREW, ROUND HD. SS 1 47003 3 CAP STL 2 19026C 4 MANDRAL STL 1 19026M 5 ROLL PIN STL 2 43000 6 SHAFT STL 1 4062 7 CAP SCREW SS 3 47024 8 GEAR (comes with gear motor) STL 1 21019 9 CAP SCREW SS 12 47053 10 GASKET BUNA-N 1 3002N4/7 11 BASE AL. 1 7008 12 GEARBOX (fail close) A356-T6 1 6008ES2FC GEARBOX (fail open) A356-T6 1 6008ES2FO 13 ROLL PIN STL 1 43000 14 PINION STL 1 GS241666PF 15 BEARING BRONZE 1 35000 16 BEARING BRONZE 1 35010 17 O-RING BUNA-N 1 10006 18 DRIVE SS 1 4002F07 19 KEY STL 1 11002 20 OUTPUT GEAR STL 1 GS481666PF 21 BEARING BRONZE 1 35012 22 OUTPUT SHAFT STL 1 4008B 23 TERMINAL STRIP Phrenal PA66 2 29006 24 PRINTED CIRCUIT BOARD --------- 1 22037 25 CAPACITOR --------- 1 30003 26 RIVET STL 3 47500 27 INSULATOR FISH PAPER 1 22037FP 28 POSITION INDICATOR STL 1 9011 29 SET SCREW STL 1 47015 8

NO. DESCRIPTION MATERIAL QTY PART NO. 30 BRACKET STL 1 39033 31 LIMIT SWITCH, CLOSE -------- 1 24000-C 32 INSULATOR FISH PAPER 2 24000FP 33 LIMIT SCITCH, OPEN -------- 1 24000-O 34 SCREW, ROUND HD. STL 2 47000 35 CAM, CLOSE AL 1 38012 36 CAM, OPEN AL 1 38004 37 SET SCREW STL 2 47015 38 SPRING (fail close) STL 1 19026 SPRING (fail open) STL 1 19026 39 O-RING BUNA-N 1 10000 40 BEARING BRONZE 1 35011 41 SCREW, ROUND HD. SS 3 47001 42 BRAKE -------- 1 45005 43 SET SCREW #5 STL 1 45005 44 BRAKE DISC STL 1 45005 45 BRAKE ADAPTER AL. 1 53001 46 CAP SCREW SS 1 47026 47 SPRING RETAINER STL 1 11026 48 GEAR MOTOR -------- 1 21019 49 TERMINAL STRIP -------- 1 29010N 50 SCREW, ROUND HD. SS 2 47001A 51 STOP STL 1 47079 52 JAM NUT STL 1 47076 9

20 19 18 22 21 17 16 23 24 25 15 14 13 26 12 33 32 27 31 30 29 28 27 11 10 9 9 34 8 7 1 2 3 4 5 6 Model AS4, AS6 & AS10 Parts List NO. DESCRIPTION MAT L QTY AS4 AS6 AS10 1 OUTPUT SHAFT ETD150 1 4061 4063 4076 2 OIL SEAL BUNA-N 1 17015 17015 17015 3 NEEDLE BEARING STEEL 1 36020 36020 36020 4 RACK HOUSING AL. 1 6007 6007 6001 5 RACK STEEL 1 RS228-16 RS228-16 RS228-16 6 RACK SHAFT 1144 TGP 1 4029 4029A 4026 7 RACK SHAFT BEARING BRONZE 2 35015 35015 35015 8 CLOSE ADJUSTING SCREW STEEL 1 47150AS 47150AS 47150AS 9 LOCK NUT STEEL 2 47150 47150 47150 10 END CAP A356-T6 1 56007 56007 56004 11 GEAR BOX AL. 1 6004AS4 6004AS6 6004AS 12 BEARING, OUTPUT BRONZE 1 35010 35010 35010 BEARING, 4 TH STAGE BRONZE 1 35006 35006 35006 BEARING, 3 RD STAGE BRONZE 1 35000 35000 35000 BEARING, 1 ST & 2 ND STAGE BRONZE 1ea. 35005 35005 35005 13 PINION, 1 ST STAGE STEEL 1 41005 41005 41005 PINION, 2 ND STAGE STEEL 1 41006 41006 41006 PINION, 3 RD STAGE STEEL 1 41003 41003 41003 PINION, 4 TH STAGE STEEL 1 41004LH 41004LH 41004LH 14 GASKET BUNA-N 1 10012 10012 10012 15 COVER AL. 1 2004AS 2004AS 2004AS 16 MOTOR --------- 1 20005 20005 20005 17 CAPACITOR --------- 1 30017 30017 30017 18 BRACKET STEEL 1 39014 39014 39014 19 BRAKE --------- 1 45004 45004 45004 20 TERMINAL STRIP --------- 1 29010N 29010N 29010N 21 BRACKET STEEL 1 39000 39000 39000 22 CAM, OPEN ZYTEL 1 38004ZY 38004ZY 38004ZY CAM, CLOSE ZYTEL 1 38012 38012 38012 10

NO. DESCRIPTION MAT L QTY AS4 AS6 AS10 23 LIMIT SWITCH, OPEN --------- 1 24000-O 24000-O 24000-O LIMIT SWITCH, CLOSE --------- 1 24000-C 24000-C 24000-C 24 BASE (when purchased includes bearings) AL. 1 7004 7004 7004 25 RETAINING RING, OUTPUT GEAR STEEL 1 11003 11003 11003 RETAINING RING, 4 TH STAGE GEAR STEEL 1 11002 11002 11002 RETAINING RING, 3 RD STAGE GESR STEEL 1 11000 11000 11000 RETAINING RING, 1 ST & 2 ND STAGE STEEL 1 ea. 11001 11001 11001 26 GEAR, OUTPUT STEEL 1 GS4212-1111 GS4212-1111 GS4212-1111 GEAR, 4 TH STAGE STEEL 1 GS5318-0908 GS5318-0908 GS5318-0908 GEAR, 3 RD STAGE STEEL 1 GS6628-0804 GS6628-0804 GS6628-0804 GEAR, 2 ND & 1 ST STAGE STEEL 1 GS6032-0202 GS6032-0202 GS6032-0202 27 COMPRESSION PLATE STEEL 2 56008 56008 56005 28 SPRING ROD STEEL 6 47109 47109 47110 29 SPRING STEEL 6 19023 19023 19009 30 HOUSING, SPRING AL. 1 55009 55009 55004 31 STUD STEEL 6 47079-8 47079-8 47099 32 END CAP STEEL 1 61001 61001 61000 33 NUT STEEL 6 47100S 47100S 47100S 34 SPRING ADJUSTING SCREW STEEL 1 47150AS 47150AS 47150AS RECOMMENDED SPARE PARTS: Two Position Actuators; Set of cams and switches. ORDERING PARTS: When ordering parts please specify: Actuator model number, serial number, part number and part description. TROUBLE SHOOTING: SYMPTOM PROBLEM SOLUTION Actuator does not respond. Power not on. Actuator wired wrong. Wrong voltage. Thermal overload activated. 11 Turn on power. Check wiring diagram & rewire. Check power supply & make appropriate changes. Allow motor to cool, actuator will automatically reset. Actuator and valve in opposite Remove actuator and rotate 90 positions when actuator was mounted. degrees & remount. Actuator will not open or close completely. Travel limits set wrong. Reset cams, see Pgs. 3 & 4. Valve torque too high for actuator. Install correct size actuator. Mechanical stops not removed. Remove stops, CAUTION: Do not remove any part required for proper operation. Does not open Spring torque set too high. Adjust spring torque (see Fig.1). Does not close Spring torque set too low. Adjust spring torque (see Fig. 1). Adjusting screw hitting mechanical stop. Adjust end position adjusting Screw (see Fig. 1).

TROUBLE SHOOTING: SYMPTOM PROBLEM SOLUTION Valve oscillates. Valve torque too high for actuator. Install correct size actuator. Actuator without brake installed on butterfly valve. Install brake. Motor brake out of adjustment. Adjust brake (see pg. 5). Set screw loose in brake disc. Adjust brake and tighten set screw (see pg. 5). Motor runs but output shaft does not rotate. Gear damage or sheared pin. Contact ICI or nearest distributor. WARRANTY: Indelac Controls, Inc. (ICI) warrants that for a period of twelve months from the date of manufacture it will either repair or replace, at its option, any of its products which prove to be defective in material or workmanship. This warranty does not cover damage resulting from causes such as abuse, misuse, modification or tampering. This warranty is extended only to the immediate purchaser of ICI s product and is not transferable. To obtain service under this warranty, the purchaser must first acquire a return authorization from ICI. Products must be returned to ICI freight prepaid. This warranty is in lieu of all other obligations, liabilities or expressed warranties. Any implied warranties, including any implied warranty of merchantability are hereby expressly excluded. In no event shall ICI be liable for special, incidental or consequential damages arising in connection with the use of its products, or for any delay in the performance of this warranty due to causes beyond its control. 12