SIEMENS SAX61.03U Electronic Valve Actuator Instruction Manual

SIEMENS SAX61.03U Electronic Valve Actuator

Product Description

The SAX Electronic Valve Actuator requires a 24 Vdc or 24 Vac, Class 2, supply signal to control a Flowrite™ 599 Series valve or a Siemens flanged, Pressure Independent Control valve with a 3/4-inch (20 mm) standard stroke.

Product Numbers

SAX61.03U Proportional Control Actuator SAX81.03U Three-position Control Actuator

Warning/Caution Notations

WARNING:| **| Personal injury or loss of life may occur if you do not follow a procedure as specified.
---|---|---
CAUTION:| **| Equipment damage or loss of data may occur if you do not follow a procedure as specified.

CAUTION: SAX Actuators can only be used for hot or chilled water, or low- pressure (<15 psi) steam installations. The use of higher temperature systems will damage the actuator and lead to premature failure.

Required Tools

• 4 mm hex wrench, or 10 mm wrench
• Flat-blade screwdriver or Phillips screwdriver to remove wiring compartment cover

Expected Installation Time

• 30 minutes Wiring a factory-installed actuator
• 45 minutes Field replacement of actuator

Prerequisites

• NOTE: Consult Technical Support if using with a TEC.

WARNING:

• If mounting the actuator to a valve already in line, either close the shut-off valves in the piping (upstream first, then downstream) or switch off the pump to allow the differential pressure in the valve to drop.

Mounting Positions

• Figure 1. Acceptable Indoor Mounting Positions.
• Figure 2. Acceptable Outdoor Mounting Positions with Weather Shield for NEMA 3R Protection.

Document No. 129-561 Installation Instructions June 15, 2016

Installation

CAUTION: Do not damage or scratch the polished surface of the valve stem.

Mounting an Actuator to a Valve

1. Ensure the stem connection plate in the Valve Stem Coupling is in the OPEN position. See Figure 3.
2. Open the bonnet connection U-bracket. See Figure 4.
3. Pull the valve stem to the fully extended position. Then, slide the actuator on the valve bonnet. See Figure 5.
4. Completely close the bonnet connection Ubracket. See Figure 6. NOTE: P osition the actuator to accommodate the wiring. Hold the actuator in place while tightening the actuator U-bracket bolt.
5. Tighten the U-bracket bolt using a 10 mm wrench (or 4 mm hex wrench) to 5 Nm (44 in-lbs) torque. See Figure 7.
6. Rotate the manual adjuster clockwise to manually extend the actuator shaft until it covers the head of the valve stem See Figure 8.
7. Close the stem connection plate securely over the valve stem. See Figure 9. CAUTION: Do not rotate the actuator on a Pressure Independent Control Valve (PICV) once the actuator and valve stem are connected. Doing so will inadvertently adjust the flow setting of the valve.
8. Secure the stem connection plate by tightening the bolt, using a 10 mm wrench (or 4 mm hex wrench). See Figure 10.

The mounting is now complete.

Removing the actuator from a valve

1. Loosen the stem connection plate in the Valve Stem Coupling by loosening the bolt, using a 10 mm wrench (or 4 mm hex wrench).
2. Open the stem connection plate over the valve stem.
3. Manually retract the actuator shaft by turning the Manual Adjuster counterclockwise until it reveals the head of the valve stems.
4. Loosen the U-bracket using a 10 mm wrench (or 4 mm hex wrench).
5. Completely open the bonnet connection U-bracket.
6. Push the valve stem to the fully retracted position.
   • Then, slide the actuator off the valve bonnet.
7. Remove the actuator from the valve, being careful not to damage the valve stem.
8. Close the bonnet connection U-bracket.

Wiring

• NOTE: All wiring must conform to national and local codes and regulations (NEC, CE, and so on).
• Do not use autotransformers. Use earth ground isolating step-down Class 2 power supply transformers.
• Determine supply transformer rating by summing the total VA of all actuators used. The maximum rating for a Class 2 step-down transformer is 100 VA.
• It is recommended that no more than 10 actuators are powered by one transformer. Parallel Control of Actuators SAX81.0-3U -Three-position actuators must have their own specific controller.
• SAX61.03U – Up to 10 actuators can be driven in parallel from a single controller output with a rating of 1 mA. Modulating actuators have an input impedance of 100KΩ.
  NOTE: Use either a Phillips head screwdriver or a flat blade screwdriver to remove the wiring compartment housing cover for access to the terminal block and DIP switches.

DIP Switch Setting (SAX61.03U only)

• Switch 1: Control Signal
• Select between 0 to 10 Vdc or 4 to 20 mA input signal for terminal Y (0 to 10 Vdc default).
• Switch 2: Flow Characteristic
• Do not change the flow characteristic switch. The proper flow characteristic is designed into the Flowrite 599 Series valve.
• NOTE: Changing the default setting will modify an equal percentage valve to a linear flow characteristic. When set to default, the flow characteristic is determined by the valve body.

Table 1. DIP Switch Settings

Wiring, SAX61.03U

Wiring Diagrams (SAX61.03U)

• The wiring diagrams show all possible connections.
• The application determines which connections are used. A and B are optional auxiliary switches.

Wiring, SAX81.03U

Wiring Diagrams (SAX81.03U)

• The wiring diagrams show all possible connections.
• The application determines which connections are used.

Manual Override

Manual operation

• When pushing the manual adjuster down (1), it engages and the actuator can be manually operated.
• When turning the manual adjuster in a clockwise/counterclockwise direction (2), the actuator’s stem extends/retracts. See Figure 16.
• Overload protection prevents damage to the manual adjuster.

Setting the position

• Upon actuation and locking the slide switch (see Figure 17), the manual adjuster remains engaged. When in this mode, do not turn the manual adjuster.

Disengaging the setting

• When resetting the slide switch (see Figure 18), the manual adjuster returns to Automatic Mode.

Commissioning and Operation Function Check and Calibration

Mechanical Check

• Prior to making the function check, ensure that:
• The actuator is mechanically connected to a Siemens valve.
• The actuator is in Manual Operation mode.
• The actuator can be operated with the help of the Manual Adjuster.

extends

Turning in counter- clockwise direction| Actuator’s stem

retracts

• NOTE: Ensure that the actuator’s and valve’s stems are securely connected in all positions.
• If the actuator is forced to travel beyond its end positions, overload protection responds.

Electrical Check

• Prior to making the function check, ensure that:
• The actuator is mechanically connected to a Siemens valve.
• The actuator is in Automatic Operation mode.
• Actuator and, if required, accessories are correctly fitted and connected.
• Power is applied.

Calibration (SAX61.03U Only)

• Calibration is required with modulating actuators, and before the function check. Calibration must be performed manually.

Prior to calibrating, ensure that:

• The actuator is properly connected to a valve.
• The housing cover is removed.
• Power is applied.
• If required, calibration can be repeated any number of times.
• To initiate the calibration process insert a flat-blade screwdriver into the calibration slot to short out the two sides of the slot. See Figure 19.
• During calibration, the actuator detects the valve’s end positions and files the exact stroke in its internal memory. Calibration takes place in three phases:
• Actuator drives to H0 (1), retracting actuator stem.
• Detection of upper end position.
• Actuator drives to H100 (2), extending actuator stem. Detection of lower end position.
• The detected values are stored (3). Then the actuator follows the applied control signal.
• Observe the status indication (LED) during and after calibration. See Figures Figure 20 and Table 2.

Table 2. LED Indication and Status

LED| Indication| Operating state| Remarks,

troubleshooting

---|---|---|---

Green

| On| Automatic mode| Normal operation

Blinking

| ****

Calibration

| Wait until calibration is finished

(then green or red light)

In manual mode| Manual adjuster in

MAN position

Red

| On| Calibration error| Start calibration again
Blinking| Detection of

foreign object

| Check valve / actuator
Off| Off| No power or electronics faulty| Check operating voltage

If the actuator does not detect the second end position within an appropriate stroke range (max. 25 mm), the first end stop will be adopted and the actuator operates with a working range of 20 mm.
SAX61.03U Function Check
Perform the function check for modulating actuators after calibration with a point test according to the following table:
Table 3. Modulating Function Check.

**Connection Terminals| ****Actuator Response| Position Feedback (U)**
---|---|---
6V

Y

13.6 mA

| Actuator’s stem

extends (60%)

| ****

6V

5V

Y

12 mA

| Actuator’s stem

retracts (50%)

| ****

5V

“Z” connected to “G”| Actuator’s stem

extends to 100%

| ****

10V

“Z” connected to

“G0”

| Actuator’s stem

retracts to 0%

| ****

0V

• After successful completion of the function check, the actuator is ready for normal operation.

SAX81.03U Function Check

• Perform the function check for three-position actuators according to the following table:

Table 4. Three-Position (Floating) Function Check.

the position

• After successful completion of the function check, the actuator is ready for normal operation.

References

• 155-506 SAX Electronic Valve Actuator Proportional Control
• Technical Instructions (155-506)
• SAX Electronic Valve Actuator 3-position (floating) Control Technical Instructions (155-507)

Dimensions

Product Numbers| A| B| C| C1| C2| D| E| ►| ►►| Weight lbs (kg)
---|---|---|---|---|---|---|---|---|---|---
SAX61.03U SAX81.03U| 9.53

(242)

| 4.88

(124)

| 5.91

(150)

| 2.68

(68)

| 3.23

(82)

| 3.15

(80)

| 3.94

(100)

| 3.94

(100)

| 7.87

(200)

| 4.1

(1.85)

With ASK39.1| 10.51

(267)

| 6.06

(154)

| 11.81

(300)

| 7.87

(200)

| 3.94

(100)

| –| –| –| –| 4.6

(2.08)

Figure 21. SAX Dimensions in Inches (Millimeters).

Information in this publication is based on current specifications. The company reserves the right to make changes in specifications and models as design improvements are introduced. Product or company names mentioned herein may be the trademarks of their respective owners. © 2016 Siemens Industry, Inc.

• Siemens Industry, Inc.
• Building Technologies Division
• 1000 Deerfield Parkway
• Buffalo Grove, IL 60089
• USA
• + 1 847-215-1000
• Your feedback is important to us. If you have
• comments about this document, please send them to sbt_ technical.editor.us.sbt@siemens.com
• Document No. 129-561
• Printed in the USA

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